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  • No Image Description
    What’s New (Aug 16, 2018)
    This release of Financial Edge NXT includes several new features and enhancements. Let’s start with Cash receipts. You can now export a list of cash receipt payments from the Payments list under Treasury . To export the list to an Excel .XLSX file, select Export to Excel above the Payments list.  Keep in mind, to add or view cash receipt payments, you must ... more
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  • BBU 5.18
    Celebrating Our July Certified Community Members!
    We are so excited to see Community Members becoming Fundamentals Certified in Financial Edge NXT, and it's time for a shout out to them!    Katelyn Autry-Agen  Cheryl Cantrell  Tamara Drangstveit  Laura Embers  Milton Ferrell  Siok Hah Gan  Krystina Gooden  Lisa Grooms  Elida Hernandez  Nick Katzakis  Emily Kennett  KerrySue Koeppel  Kelly May ... more
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    What’s New (August 2, 2018)
    The latest release of Financial Edge NXT includes several new features and enhancements. Cash receipts enhancements With Cash receipts you can record all your cash receipt payments and easily associate them with deposits. With this release, we added the following enhancement to Cash receipts: Payments list -  The Payments list in Treasury is the ... more
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    What’s New (July 19, 2018)
    The latest release of Financial Edge NXT includes several new features and enhancements. Delete tables and table entries You can now delete tables and table entries in the web view. Keep in mind, if the table you want to delete contains any table entries, you must delete those values first. You can delete a table only when it has no table entries. For more ... more
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  • BBU 5.18
    The Point of Pencils
    Before my first day of kindergarten my dad asked if I had two sharpened #2 pencils. He asked again on my first day of first grade and every year until I graduated college. While this turned into a long-standing dad joke that I found particularly annoying in my teen years, I now appreciate the lesson he was teaching— being prepared with the tools you need sets ... more
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  • BBU 5.18
    Celebrating Our April, May, And June Certified Community Members!
    We are so excited to see Community Members becoming Fundamentals Certified in Financial Edge NXT, and it's time for a shout out to them!    Maggie Abernathy  Brad Akard  Mamie Allen  Amber Batzel  Anne Bernardoni  Leah Breglio  Kathy Breyfogle  Roxanne Churchill  Thomas Conlon  Nick Csirinyi  Robyn Curry  Adam DeJute  Albert Deng  Tammy Edwards ... more
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    What’s New (July 6, 2018)
    This release of Financial Edge NXT includes several new features and enhancements. Let’s start with some of the enhancements we made to custom fields. You can now delete custom field types from the Fields and tables page under Control panel . Keep in mind, you cannot delete a custom field type if it is in use. Also, when adding custom field types, if you ... more
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    What’s New (June 14, 2018)
    This release of Financial Edge NXT includes the ability to add and edit tables and fields! The Fields and tables list page displays all the custom fields, system fields, and tables you have. We will add the ability to delete tables and custom fields in an upcoming release. To access this page, select Fields and tables under Control panel .  This is ... more
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    What’s New (June 7, 2018)
    This release of Financial Edge NXT includes several new features and enhancements. Let’s start with Budgets. You can now add and edit budget scenarios from the web view! You add a scenario from the Budgets page under General ledger . When you add a scenario, you can also create a new scenario ID if the one you need doesn't exist. To save time, you can also ... more
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  • BBU 5.18
    Training Paths
    Ready to start your journey through Financial Edge or Financial Edge NXT training but not sure which route to take? more
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  • New
    What’s New (May 11, 2018)
    This release of Financial Edge NXT includes two really great enhancements.  Let's start with reports. If you happen to lose connection to Financial Edge NXT while generating a report, the report will now continue processing and provide you with a status message when you log back in to the system.  For example, you might be logged out for inactivity, or ... more
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  • BBU logo
    Big Money
    Every time I shop at my local grocery store, I’m asked if I want to round up my payment for a worthy cause, such as medical research. For example, if the bill is $19.20, I can round it up to $20. Side note: I think this is genius.    This got me thinking, how would the organization receiving the proceeds keep up with these miscellaneous donations? If the ... more
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  • BBU
    Are You Fluent In Professional Jibberish?
    Do you find yourself altering and re-writing reports to get your financial reports out the door? If so, read on! more
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  • BBU Grad
    Savasana (or How To Achieve Balance With Financial Edge NXT)
    Shortly after I bought my first house—a process of constant of stress and chaos—I enrolled in a six-week introduction to yoga class at a nearby studio. We ended class in Savasana ( Corpse Pose), the final relaxation pose. Almost every day, the yogi had to come over to me and calmly say, “Mary, it’s time to wake up…” Some might say I achieved a true sense of ... more
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    What’s New (April 12, 2018)
    Last week's release of Financial Edge NXT included enhancements to invoices and budgets. Let’s start with the invoice enhancements. We added the PO number column to the Invoice list page. This is useful when you want to quickly view any purchase orders associated with an invoice. To add the PO number column to your Invoice list page, select Choose ... more
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  • BBU
    Celebrating Our March Certified Community Members!
    We are so excited to see Community Members becoming Fundamentals Certified in Financial Edge NXT, and it's time for a shout out to them! more
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    What’s New (March 29, 2018)
    This release of Financial Edge NXT includes the new Home page, as well as the ability to view the Purchase order number on the invoice. Let’s start with the new Home page. To help you stay current with everything Financial Edge NXT , you can now select Home to access an interactive feed of helpful resources and product information. For example, from the ... more
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    What’s New (March 15, 2018)
    This release of Financial Edge NXT includes enhancements to invoices and credit card management. Let’s start with the invoice enhancements. To help improve data entry efficiency when entering invoices, we moved the Payment details section below the Distributions section on the Add invoice screen. This allows you to enter invoice distributions ... more
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  • BBU
    Celebrating Our Newest Certified Community Members!
    We are so excited to see Community Members becoming Fundamentals Certified in Financial Edge NXT, and it's time for a shout out to them!    Kash Bartlow  Jeana Henley  Loretta Hoffman  Dongwen Wang  Cathy Lage-Woods   Great work! Congratulations to you - if you want to let us know what certifying means to you - feel free to reply to this post. We'd love to ... more
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  • BBU Grad
    I’m OK With Change. Are You?
    There are so many clichés around change. There’s “The more things change, the more they stay the same,”   “Be the change that you wish to see in the world,” or my favorite, “Change is inevitable. Except from a vending machine.” We’d probably need pages and pages (or gigabytes) of space to list them all. There’s a reason for the overload of clichés. Change is ... more
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  • BBU Grad
    Celebrating Our First Certified Members!
    Starting this month, I have the honor of celebrating the Community Members who become Fundamentals Certified in Financial Edge NXT! Take a moment to congratulate the following members: Charlanne Thomas Kristy Soular Heidi Tabat Pamela D Harvey Kelsey Gibson Interested in seeing your name next month? Read through this blog and get ready to certify!   more
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  • No Image Description
    What’s New (Feb 15, 2018)
    This release of Financial Edge NXT includes several new features and enhancements. Let’s start with invoices. To help improve data entry efficiency when entering invoices, we moved the Post status and Post date fields on the Add invoice screen. These fields are now located just below the Invoice date and Due date fields, under General . Also, the Post ... more
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    Register Today! Upcoming Statistical Accounts Webinar Series
    Have you thought about being able to store statistical measures in your accounting system? (hours worked, number of patients, tickets sold..) What about a solution to easily allocate indirect expenses across your organization? Get excited. Your solution is here.  We are pleased to announce the upcoming  webinar series led by Blackbaud’s own man ... more
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  • product switcher
    What's Next: A New Way To Get Around
    We're giving this blog post a bump (and slight update), as the new navigation will soon roll out to everyone! To help ease navigation, you'll soon be able to manage multiple resources from the same location where you access feature areas within  Financial Edge NXT . If you've already received the new navigation, here's a quick overview of what's what. Otherwise, here's a preview of what to expect!   more
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    Add Invoices in Financial Edge NXT
    As you enter invoices in Financial Edge NXT web view, be sure to take advantage of all the time saving enhancements available to you.  For example, the Copy previous invoice feature is a great way to speed up data entry when adding invoices. This feature is especially helpful if you create a lot of similar invoices for a vendor. For more information about ... more
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    What’s New (Feb 1, 2018)
    This release of Financial Edge NXT includes enhancements to Budgets , a feature currently in our Beta program.  To improve usability, the scenario budget list now displays all rows on one page with an “infinite” scroll bar. This scroll bar enhancement eliminates the need to navigate multiple pages of data in the list.  You can also now add additional ... more
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    Financial Edge NXT Idea Portal
    For those of you who have been submitting product ideas via the Financial Edge NXT Idea Portal in the Community , we want to say thanks. You have been providing us with great product ideas and suggestions. Ideas have covered all areas of the product, including credit cards, invoices, journal entry, reporting, and exporting to Excel . For example, based ... more
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    What’s New (Jan 17, 2018)
    This release of Financial Edge NXT includes several new features and enhancements.  From Journal Entry, you can now export a batch record to an Excel .XLSX file. The export includes data from every transaction that appears in the batch. To export to an Excel .XLSX file, select Export to Excel from the action bar. For more information, see  Batch Record ... more
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    Financial Edge NXT Quarterly Roadmap Reviews
    Happy New Year and Happy Tax Season! We know everyone is hastily getting to work on all things tax season related and you are busy, busy, busy! But once the tax season tizzy is over, we want to invite you to join our products team for our quarterly Financial Edge NXT Roadmap Reviews. In each session, we'll recap what we've been working on over the past quarter ... more
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    We'd Like Your Feedback!
    In an effort to make our systems easier to use and understand, we want to learn what words you use to describe system concepts. Your feedback will help us determine terminology for labels in future products. Please take a few moments to  share your thoughts in this brief survey (two questions!)  to help us better understand the terms your organization ... more
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  • BBU Grad
    Financial Edge NXT Fundamentals Certification For 2018
    Blackbaud University offers certified learning opportunities that recognize student achievement and help validate product knowledge. We provide these development opportunities to reflect our students’ commitment to excellence.  Great New Year’s news— Blackbaud University 2018 Certification is available now! Fundamentals ... more
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    What’s New (Dec 6, 2017)
    This release of Financial Edge NXT includes several new updates. Based on user feedback from BBCON 2017, we made a few enhancements to the Payables Analysis area in SKY Reporting . The On hold payment status now appears in the following locations: As a Payment status filter on the Payables dashboard. In the Invoices by payment status and Unpaid ... more
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    Getting Started With FE NXT - Frequently Asked Questions
    Here is a list of commonly asked questions from the Getting Started Adoption webinar. Please sign up for the webinars if you have not already done so, and let us know what other questions you may have! Q: What is the Webview? What is NXT? What does Database View mean? Are these all different? A:  We use the terms Webview and NXT interchangeably. The Webview ... more
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  • BBU Grad
    The Best Laid Plans
    If you’re alive and breathing, you likely know the cliché which begins, “The best laid plans...”. You may also know this was first penned by the poet Robert Burns, and the rest of the quote goes “…of mice and men oft go astray…”. This quote got me thinking…. I don’t know about you, but I blinked and it’s almost Thanksgiving here in the U.S. Are the years moving ... more
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    What’s New (Nov 15, 2017)
    This release of Financial Edge NXT includes check printing enhancements. You can now delete voided computer checks from the Pay invoices tile on the bank account record. You specify the range of checks to delete by payment number or date. Deleted payments are removed from the Bank register. For more information about deleting payments, see the Delete ... more
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  • roadmap
    Q4 2017 Roadmap Review
    Miss the Q4 2017 FE NXT roadmap session?  No problem!  Read below for a recap of the session hosted by Product Managers Tom Walker and Julia Petit.  Watch the full 60 minute roadmap session here for lots more details on the exciting features below!  We have been listening to you and have heard loud and clear that complete workflows are what you are looking ... more
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  • BBU
    Financial Edge NXT Payables – Trick Or Treat?
    With Halloween right around the corner, you may be thinking about what costume you’ll wear or finding the perfect pumpkin.  Or maybe you’re more concerned with the scariest nightmare of all…a monster payables process . Just thinking about it gives me chills! Here are a few tricks to consider to make your payables process less ghoulish: Include default ... more
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    What's New (Oct 25, 2017)
    This release of Financial Edge NXT includes several new features and enhancements. To begin with, you can now renumber computer checks when you need to correct certain printing errors. For example, you should renumber checks when the check numbers in the program do not match the numbers on the physical checks that printed. You renumber computer ... more
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  • BBU Grad
    Introducing The Fundamentals Series For Financial Edge NXT!
    I have a friend who tends to tell me stories starting in the middle. She assumes I know the backstory —I frequently do not . It’s my fault I don’t stop her and say, “I don’t know where this story started,” but since I haven’t ever asked her to start from the beginning, I probably won’t start doing so now. You may feel that way with Financial Edge NXT. You may feel ... more
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  • No Image Description
    What’s New (Oct 5, 2017)
    This release of Financial Edge NXT includes a helpful enhancement to the Journal Entry Excel Add-In. Now, as you enter data in the spreadsheet, you can drill-down to individual account records to view more detailed information. Using the Journal Entry Excel Add-In, you can enter transactions in a Microsoft Excel spreadsheet and submit as a new ... more
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  • No Image Description
    What’s New (Sept 21, 2017)
    With this release, we added the "Print checks" option to the bank account menu on the Bank accounts list page.   Note: The "Print checks" option also appears on the bank account's Pay invoices tile.   Credit card management We also made a few enhancements to Credit card management. If you decline to use the Credit card feed integration on the Credit card ... more
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    Financial Edge NXT Usability Survey
    Hello Financial Edge NXT users! Late last year we sent out a survey asking about your overall experience using Financial Edge NXT . We had approximately 184 responses representing 115 different organizations. Your feedback led to several product enhancements and changes across the Financial Edge NXT experience, including:   Feature ... more
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    What’s New (Sept 7, 2017)
    This release of Financial Edge NXT includes two-step authentication with your Blackbaud ID and Google. If you sign in to Financial Edge NXT through Google authentication, you can now use two-step authentication with your Blackbaud ID for an extra layer of security. Two-step authentication enables your Blackbaud ID to require a unique verification ... more
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    What's New (Aug 30, 2017)
    This release of Financial Edge NXT includes several exciting new features!    To start with, with you can now void computer checks from the Pay invoices tile on the bank account record. When you void checks, you specify the range of payments to void by payment number or date. You can also select to delete any invoices that become completely unpaid when a ... more
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    Financial Edge NXT™ East Early Adopter Program With Single Sign-on! Seeking Customers!!
    We are lighting up a new Financial Edge NXT™ location as part of  our Blackbaud SKY™ experience and we’re looking for interested customers like you to join our Early Adopter Program (EAP)!  This newest location offers Single Sign-on, an exciting new feature that allows you to seamlessly switch from Web-view to Database view with the click of a button.  ... more
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    What’s New (Aug 10, 2017)
    This release of Financial Edge NXT includes Chart organizer. With Chart organizer, you create chart templates to specify which accounts to include in your financial statements and how the financial statements look. You can access existing templates and add new templates from the Chart organizer list. When you add a template, you can choose to start ... more
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    FE NXT Q2 Roadmap Highlights
    Looking for a quick preview of what you can hear about in the Q2 FE NXT Roadmap session recorded on August 2?  In this 58 minute session you can hear from the Blackbaud Products team about the great features that have come to FE NXT so far this year, what is coming in the second half of the year and a quick preview of what is beyond.    Disclaimer: Roadmaps Are ... more
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    FASB Classification Changes - Are You Ready???
    We created  Financial Edge  and  Financial Edge NXT  specifically for you, a demanding non profit that needs first-class accounting software, so it has built-in classification and reporting capabilities to help accommodate changing reporting requirements, including those issued by the FASB in ASU 2016-14. On August 18, 2016, the FASB issued new ... more
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    What’s New (July 26, 2017)
    This release of  Financial Edge NXT  includes enhancements to invoice distributions, post subledgers, and online banking, as well as several features that are currently in our Early Adopters Program (EAP). Invoice distributions: interfund entries When you select to extend the full list of distributions in an invoice record, you can now view ... more
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    What’s New (July 12, 2017)
    This release of Financial Edge NXT includes additional print format options for check printing. As you set up and format your checks to print, you can now select "Print transaction detail sheet," or "Total per check printing," under Print format . For Transaction detail sheets, you can select to have all transactions appear on the detail sheet, ... more
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  • No Image Description
    What’s New (June 30, 2017)
    This release of Financial Edge NXT includes the ability to post the Payables subledger, as well as a Journal Entry Excel Add-in enhancement.  Post subledgers To validate and post transactions from the Payables subledger, select General ledger , Post subledgers . When you post, all valid transactions post to the general ledger, and appear in the Post ... more
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  • BBU Grad
    Duplicates: Better To Prevent Than To Clean Up
    In my last blog , over in the Financial Edge Tips and Tricks area, I talked about keeping data clean. I typically include a tip or a trick but I forgot to do so in that posting (my apologies!). So, in this blog, for those of you using Financial Edge NXT I thought I’d toss out a few ideas related to keeping data clean. If you’ve taken any Blackbaud University ... more
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    Are You Interested In Joining Our NXT SKY Reporting Early Adopter Program?
    Hello Financial Edge NXT Users!   We are excited to announce that we are looking for new users to join the next phase of our SKY Reporting Early Adopter Program!   As a member of the Early Adopter Program, you'll be provided with hands-on access to the earliest version of new Financial Edge SKY Reporting functionality, while providing Blackbaud with ... more
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    What’s New (June 19, 2017)
    This release of Financial Edge NXT includes the addition of Fiscal Years. Fiscal years help define your organization's fiscal cycle and play a key role in your budgeting, forecasting and reporting efforts.  From the new Settings page in Control panel , you can now add and edit fiscal year details, such as descriptions, number of periods, and start and ... more
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    Try Two-Step Authentication With Your Blackbaud ID!
    While your email address and password help secure your Blackbaud ID used to sign in to Financial Edge NXT and this Community, you can now try an extra layer of security! With two-step authentication, your Blackbaud ID requires a unique verification code — received on your personal device, to confirm your identity — in addition to your usual ... more
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    What’s New (June 2, 2017)
    This release of Financial Edge NXT includes the Journal Entry Excel Add-in. The Journal Entry Excel Add-In is an application built by Blackbaud and available in Microsoft's Office Store. With the application, you enter transactions in a Microsoft Excel spreadsheet which you can then submit as a new journal entry batch to Financial Edge NXT . This ... more
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  • BBU Grad
    New And Improved!
    You’ve probably seen the words New and Improved used together. I’ve often wondered how can something that already exists be both new and improved. How is that even possible? If something is new, it can’t be something that already exists, right? How can you improve something that is new? I ask myself these questions frequently and wonder if anyone else ... more
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    What’s New (May 22, 2017)
    With this release, we introduce the general availability of check printing in Financial Edge NXT . Printing checks streamlines the invoice payment process because you no longer have to log in to the database view through Citrix to print checks! Now, when you select Print checks from a bank account's Pay invoices tile, a list of approved invoices ... more
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    What's New (May 5, 2017)
    The latest release of Financial Edge NXT includes several new features and enhancements. In SKY Reporting™, we added a new Receivables dashboard. From Analysis , Dashboards , to quickly assess incoming payment activity, select Receivables for a dashboard of key metrics. To maintain an accurate picture of your organization's accounts receivable ... more
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    What's New (April 19, 2017)
    With this release, we introduce new navigation in Analysis . In preparation for future enhancements in Analysis , you can now add and manage dashboards, such as Payables or Projects, from Analysis , Dashboards .  Previously, you worked with dashboards directly from Analysis . For more information, see Analysis . Several new features are currently in ... more
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  • BBU Grad
    Lunch And Reports
    Imagine this—you are out to lunch at your favorite bistro. Your delicious entrée just arrived at the table, and the waiter has refilled your drink. While chatting with your co-workers, the conversation comes up about budget. They start asking questions such as, “Did fiscal period four show an improvement over period three?” You whip out your phone and ... more
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  • What's New
    Bank Feeds And Bank Reconciliation Is Now In GA!
    We are pleased to announce general availability of the bank feeds and bank reconciliation features! Bank feeds- a new feature only available in Financial Edge NXT - is a time-saving feature designed to help you:   ·        Maintain accurate, up-to-date cash balances ·        Review and match transactions ·        Clear transactions daily in ... more
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    What’s New (March 24, 2017)
    The latest release of Financial Edge NXT includes several new features and enhancements. In SKY Reporting , we introduced the Development Overview dashboard. To quickly assess your organization's overall fundraising efforts, select Analysis , Development Overview for a dashboard of key metrics. Under Development Overview , you have a ... more
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    What's New (March 10, 2017)
    With this release, we made several enhancements to SKY Reporting , starting with updated Transaction Code and Project Income and Expenses dashboards. When you add either of these dashboards, you can now select to view them with or without starting and ending balances. Viewing without balances may be helpful if you don't track projects or transaction ... more
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    What's New (Feb 20, 2017)
    With this release, we enhanced the workflow for copying a batch. Now, when you select More actions , Copy batch from an open, approved, or posted batch record, you are prompted to add a description and change the post date for the new batch. This streamlines data entry by eliminating the need to update each batch row individually. We also enhanced the ... more
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    Financial Edge NXT How-to Videos
    For those who like how-to videos, check out our  Video Library  on the Financial Edge NXT Assistance and Resources page. Videos provide a great way to learn more about  Financial Edge NXT , and are perfect for those who want to see quick demos of  Financial Edge NXT  functionality. Our videos cover a variety of topics, including how to view detailed ... more
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    What's New (Jan 27, 2017)
    With this release we are excited to announce general availability of SKY Reporting ™. With SKY Reporting ™, you can quickly assess your organization's overall accounting performance and effectiveness. To help minimize impact, SKY Reporting  ™ has been releasing in waves — following some learning with early adopters — to every organization using ... more
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    SKY Reporting™ - Analyzing Your Financial Efforts
    We're excited to announce general availability of  SKY Reporting™ ! To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's financial activity. With  SKY Reporting™ , you can — at a glance — assess your organization's overall accounting performance and ... more
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    Easily Contact Support While Working In Financial Edge NXT
    We want to take a moment to offer a reminder as you work in the web view of Financial Edge NXT .  If you encounter issues or have questions along the way, we recommend you contact Support before trying to complete your task in the database view of Financial Edge . You can quickly contact Support as necessary - If your maintenance plan is Advantage , use chat for ... more
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    Financial Edge NXT Resources
    As you work with Financial Edge NXT, we want you to complete tasks efficiently and enjoy the experience. To that end, we want to make you aware of all the great resources available to you. Using these resources can help you get started, learn about functionality, and provide fast answers to your questions. We recommend you familiarize yourself with ... more
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    What's New (Nov 11, 2016)
    With this release, we continued our work around exporting report data to Excel . When you select Export Excel data from any General ledger report, you export the report data with only one set of headers, footers, and column headers. This is helpful when you don't want repeated headers, footers, and column headers for every page in the excel spreadsheet. ... more
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    What's New (Oct 26, 2016)
    Today’s Financial Edge NXT release includes many new features and enhancements that we are very excited about, starting with our continued work around credit cards.  Last release we introduced new credit card functionality, including the Credit card account list and Credit card register. This release we added the ability to make credit card ... more
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    What’s New (Oct 14, 2016)
    This release of Financial Edge NXT includes new credit card compatibility, as well as a new tax reporting enhancement in Payables . We’ve also released bank reconciliation functionality as part of our Early Adopter Program (EAP). Let’s start with the new Vendor type field on the vendor record. When adding a new vendor, you can now select whether the ... more
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    What's New (Sept 16, 2016)
    With this release, we introduced Bank feeds to a limited number of users. Bank feeds helps you maintain accurate, up-to-date cash balances, and provides the ability to review and clear transactions daily in preparation for reconciliation. From Treasury , when bank feeds are enabled, you can connect the online bank accounts of your financial ... more
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    SKY Reporting™ - Quick Tip For Saving A View
    When reviewing dashboard metrics in Analysis , you can use filters to include only records that meet specific criteria. For frequently-used filter selections, we recommend you save their view for your personal reuse. Follow these steps to quickly save a view:   In  Analysis , select the filters to apply to a dashboard. Select  Unsaved View ,  Save ... more
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    Save Time With Bank Feeds!
    We’re thrilled to add Bank feeds (in limited availability) to  Financial Edge NXT ! Bank feeds is a new, time-saving feature designed to help you:   Maintain accurate, up-to-date cash balances Review and match transactions Clear transactions daily in preparation for reconciliation From  Treasury , when Bank feeds are enabled, you can connect the ... more
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    What's New (Sept 2, 2016)
    The latest release of Financial Edge NXT includes a couple really cool enhancements! You can now add a new report from the Reports list page in Financial Edge NXT when you select Add a report from the toolbar. On the Add a report screen, you can select the type of report you want to create, as well as specify report parameters and settings. When you add a new ... more
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    SKY Reporting™ Is Now In EAP!
    We're excited to kick off our Early Adopter Program (EAP) for a brand new feature in Financial Edge NXT ! With this release, we introduce SKY Reporting™ .   To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's financial activity. With SKY Reporting™ , you can — at a glance ... more
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    Transactional Reporting Versus SKY Reporting™ In Financial Edge NXT
    The Early Adopter Program (EAP) for our new SKY Reporting™ feature is just around the corner!   In preparation, we want to highlight a few differences between transactional reporting and SKY Reporting™ in Financial Edge NXT .   Reporting Reports are commonly used by accounting staff and other financial users (for example, to ensure your accounting ... more
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    What’s New (Aug 24, 2016)
    With this release, we continued adding attachment functionality to records in Financial Edge NXT . You can now add attachments directly from the Add forms, under Attachments , as you create new vendors, projects, grants, and deposits.  This is a nice time saver, because previously, you could add attachments only from the Attachments tile on these ... more
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  • FE NXT EAP Invite
    You're Invited to our next early adopter program!
    Join us for our SKY Reporting™ Early Adopter Program! more
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  • Raiser's Edge NXT: Overview Online Instructor-Led Course
    BLACKBAUD UNIVERSITY - We Value Your Voice
    As a  Financial Edge NXT Community  member, we know you have valuable feedback, and we’d like to get your thoughts on the Blackbaud University experience. We hope you’ll spend five minutes to tell us how we are doing. As a sign of thanks, upon completion of the survey you’ll be entered in a drawing to win one of four  $25 Amazon gift cards !   At Blackbaud ... more
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    What's New (Aug 5, 2016)
    The latest release of Financial Edge NXT includes a ton of cool new features! To begin with, we continued adding attachment functionality to records in Financial Edge NXT . With this release, you can now add attachments to vendors, projects, and grants.  We also made enhancements batch attachments. You can now add attachments directly from the Add a ... more
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    Database View Users: Hosting Resources
    Financial Edge NXT has a web view and a database view. The web view is accessed from your web browser, while the database view is accessed via Blackbaud Hosting Services and the Citrix Receiver on your desktop. For those of you who are new to Blackbaud Hosting Services, we want to make you aware of all the great resources available to you. We recommend you ... more
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    What’s New (July 22, 2016)
    With this release, we made several enhancements to Reporting in an effort improve your experience as you work with reports. These enhancements include: Preview report without saving. You can now preview a report directly from the Edit report parameters form without having to save it first. This is helpful when you only want to preview a report or get an ... more
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    What's New (July 8, 2016)
    With this release we added the ability to delete reports in Financial Edge NXT . Over time the report parameters you save may become invalid or no longer needed. You can now easily delete these reports from the Reports list. When you delete a report, you completely remove it from the web view and database view. Keep in mind, you can delete only the reports to ... more
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    What's New (June 16, 2016)
    With this release, we added the ability to search for additional invoices when using the Copy previous invoice feature. For those not familiar with how the Copy previous invoice feature works, here is a quick overview – when adding an invoice from the Add an invoice screen, and you select an existing vendor, the last three invoices created for that ... more
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    What's New (May 25, 2016)
    With this release, you can now attach or link files to invoices in Financial Edge NXT . Attachment types include: images, PDFs, Word documents, Excel spreadsheets, and other files. To view or add attachments, go to the Attachments tile on the invoice record. And remember, because attachments live in the cloud, you can: Quickly upload files to the ... more
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  • FE NXT New Features Blog Icon
    What's New (May 13, 2016)
    With this release, we added four new reports to the web view: Project financial statements . This report shows an Income statement and Balance sheet for individual projects. This gives you useful data for tracking financial information associated with individual projects. Chart of accounts report . The Chart of accounts report displays your ... more
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  • FE NXT New Features Blog Icon
    What's New (April 29, 2016)
    With this release, we have added more Purchase order functionality to the web view. You can now open and view all purchase order records. The purchase order record stores all the information about the purchase order you need to track and manage. When you access a purchase order, general information about the purchase order appears at the top of the page, ... more
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  • FE NXT EAP Invite
    Join us for our Bank Feeds Early Adopter Program!
    Want to be on the leading edge with Financial Edge NXT and see functionality before it is released to everyone?   Join our Early Adopter Program (EAP) and join select Blackbaud clients who are shaping Financial Edge NXT. Currently, we are testing the Bank Feeds functionality which allows you to connect the online bank accounts of your financial ... more
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    Financial Edge NXT Video Library
    For those who like how-to videos, check out our Video Library on the Financial Edge NXT Assistance and Resources page .   Videos provide a great way to learn more about  Financial Edge NXT , and are perfect for those who want to see quick demos of  Financial Edge NXT  functionality.  Our videos cover a variety of topics, including the invitation process, ... more
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    What's New (April 15, 2016)
    The latest release of Financial Edge NXT includes the addition of two new reports in the web view: The Cash disbursement journals report shows all payments, including adjustments and fees, generated from the bank account(s). It reports on all outflows of cash for a specified period of time. Transactions may be presented in a summary format or with ... more
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    Bank Feeds is Now in EAP!
    We’re thrilled to kick off our Early Adopter Program (EAP) for a brand new feature in Financial Edge NXT ! With this release, we introduce Bank feeds – a time-saving feature designed to help you:   Maintain accurate, up-to-date cash balances Review and match transactions Clear transactions daily in preparation for reconciliation From Treasury , ... more
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    What's New (April 1, 2016)
    With the April release, we added the ability to view purchase order information from the vendor record. The Purchase orders tile on the vendor record displays all purchase orders associated with the vendor, along with the order date, PO number, type and status. We have also added another Treasury report to the web view. The Cash receipts report lists ... more
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  • FE NXT New Features Blog Icon
    What's New (March 2016)
    In the March release, we added two new reports to the web view. The Project activity report displays project activity for a time period you select. For example, you can select a specific date or date range for the project activity to include. The AP Account distribution report provides distribution details for the transactions in Payables . The detail ... more
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  • FE NXT New Features Blog Icon
    What’s New (February 2016)
    In the February release, we added three new reports to the web view, and made some data entry enhancements.  The  Trial balance report  report lists each account balance and indicates whether the total amount of debits equals the total amount of credits. The Bank register report displays the transactions in the bank account register. Depending on the ... more
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    NXT Web and Database Views: Side by Side.
    For NXT users, both available interfaces offer different ways of viewing your information. Some users may work in one view, while others will work between the two. It is important to know the key differences.     Database View NXT Web View What is the URL? Login2.blackbaudhosting.com fenxt.blackbaud.com What do I use to sign in? ... more
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    The NXT Great Thing(s) in eLearning
    Financial Edge NXT™ combines Blackbaud’s nonprofit accounting knowledge and a streamlined user interface in a cloud-based uber user-friendly solution. Even though the web interface design is highly intuitive, it’s vital that you know how to effectively create and manage the information you rely on in the Financial Edge NXT system. That’s why ... more
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  • FE NXT New Features Blog Icon
    What's New (January 2016)
    In the January release, we added two new reports. The Project detail report can be printed in summary or detail format. In detail format, the report provides general ledger account level balance and transaction detail information for projects within a selected date range. The summary format provides general ledger account activity at the ... more
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  • FE NXT New Features Blog Icon
    What’s New (November 2015)
    In the November release, we updated how tasks are displayed on record toolbars. For example, you can now easily view and access all the tasks available directly from the toolbar. Previously, you accessed these tasks from the More actions menu on the toolbar.  With this release, record annotations are now called 'alerts.' As you work with records, you ... more
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    Report Parameters
    Report parameters determine what information is included in your Financial Edge NXT reports, and how that information is displayed.  For example, you can add and edit columns, column headings, and footer information. You can specify number and currency formats, and set filters to display only the information you want to include in the ... more
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  • FE NXT New Features Blog Icon
    What’s New (October 2015)
    The latest release of Financial Edge NXT includes the following features and enhancements: Report parameters With this release, we continued to add report parameter functionality. For example, you can now use the Save as option to save a copy of the report parameters. This is helpful when you want to define your own set of parameters, or to add security ... more
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  • Invite Users
    Users And Invitations: Get People Into Financial Edge NXT
    Here are some tips to help you get everyone in your organization into the application! From Control Panel , system admins can easily send invitations to get people at your organization into Financial Edge NXT . They can also disconnect accounts as necessary to block access (or just fix incorrectly configured users). To get someone who already uses ... more
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  • FE NXT New Features Blog Icon
    What’s New (October 2015)
    The latest release of Financial Edge NXT includes the following features and enhancements: Report parameters Report parameters determine what information is included in the report and how that information is displayed. The report parameters you set up and maintain in the database view appear in Financial Edge NXT . Likewise, when you edit a ... more
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  • FE NXT New Features Blog Icon
    What’s New (September 2015)
    The September 18 release of  Financial Edge NXT  includes the following features and enhancements:  Supported browsers With this release, we added support for the Firefox browser. Financial Edge NXT now supports the following browsers: Chrome Internet Explorer 11 Firefox Note:  To print reports in  Firefox , you must install Adobe Reader and ... more
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  • multiple databases
    Multiple Databases in Financial Edge NXT
    If you have rights to multiple databases, you can easily switch between these databases from the omnibar as you work in Financial Edge NXT . If you plan to access multiple databases at the same time, please review the following browser behaviors:   To access multiple FE databases at the same time from your browser, you must be logged in as ... more
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  • FE NXT New Features Blog Icon
    What’s New In Financial Edge NXT
    The September 4 release of  Financial Edge NXT  includes the following features and enhancements:  Supported browsers We added support for an additional browser. In addition to Chrome , Financial Edge NXT now supports Internet Explorer 11 . Additional browsers will be supported in upcoming releases. Adjustment categories ... more
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    Introducing Financial Edge NXT Training
    Financial Edge NXT users and users-to-be, this training is just for you! We’ve customized our curriculum for those of you beginning the Financial Edge NXT journey. Begin with Financial Edge: Fundamentals – Overview , and then focus on these four Financial Edge NXT specific topics. Each class is three hours long and includes a combination of ... more
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  • Report
    Reporting in Financial Edge NXT (video)
    In  Financial Edge NXT , you run reports from the Reports page. As you run reports in  Financial Edge NXT , you may want to change the report parameters. For example, perhaps you want to run a general ledger report that includes account activity for the current fiscal year instead of the last fiscal year. To do that, simply go to the ... more
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  • Copy paste
    Copy previous invoice
    When you are adding invoices for existing vendors in Financial Edge NXT , we recommend you take advantage of the Copy a previous invoice functionally to save time during data entry. This feature is really helpful when you enter a lot of similar invoices for vendors. When you add an invoice for an existing vendor, the last three invoices you created for ... more
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  • NEW!
    What’s New in Financial Edge NXT (EAP 6 release)
    The June 11 release of Financial Edge NXT includes the following features and enhancements:    Bank register.  You can now view the Bank register in Treasury . The bank account register displays transaction information specific to the bank account, such as sequence, date, type of transaction and amount, reference information, ... more
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  • Chat Support picture
    Save time today & Chat Support a try!
    Need to reach a Financial Edge NXT Support Analyst for assistance but you don’t have time to call Support? Chat Support is the way to go! We are ready to troubleshoot and assist in any way we can. Even if you just want an update on an existing case or have questions regarding the new features, you can find the answers with Chat.  You can start ... more
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  • Blog - HELP
    Help Resources
    As you work in Financial Edge NXT  there will be times that you have a question. For example, maybe you need to know what to enter in a particular field when adding an invoice, or perhaps you need to better understand the bank reconciliation process. We want to provide you with those answers. Financial Edge NXT provides you with some great ... more
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  • Preview
    Preview the new Knowledgebase!
    We are very excited to announce that we have entered the beta testing stage for our brand new Knowledgebase! What’s new and exciting about Knowledgebase? -No more login! You no longer have to log in to www.blackbaud.com to search for answers. -Knowledgebase now includes product documentation and YouTube videos in addition to articles. ... more
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  • Accounts Payable blog
    A Day in the Life of Accounts Payable
    Within The Financial Edge NXT we can currently complete the majority of tasks in Accounts Payable. We have the ability to add a vendor and add an invoice. After adding this information in NXT we can then approve and pay invoices and finally post depending on the work flow of your organization. While the majority of the content in NXT is the same as the database view but with a great new user interface, there are a few new features that make a day in the life of Accounts Payable much easier! Adding a Vendor Record Let’s start with adding a Vendor record. While most of these might already exist in your database, when new vendors come up we can add them in NXT. To complete this we will log into NXT, select Payables on the menu bar, and then Vendors below this. Here we will select the “add a vendor” button. All of the fields will be the same as in Financial Edge 7 but rather than tabs we will see the information divided into tiles. We can expand or collapse each tile using the grey arrows on the far right. Here we will add general, address, 1099, and custom field information as well as payment defaults and default distribution.  There are a few new features for the Vendor record in Financial Edge NXT. Attributes have been renamed to custom fields. These will pull from the same attributes you have setup in the database view. Within Financial Edge NXT 1099 distribution requirements have been updated and the 1099 box number is now required. This is a great update and will eliminate a lot of end of year issues due to incorrect 1099 distribution and 1099 tracking. We have two options to add default distribution. This area of Financial Edge NXT will look very different than in the database view. We can add the distribution manually or use a distribution set. It is very important to select the “add to distributions” button to save the distribution with each option. To apply an account distribution set we can follow these steps: Choose the apply account distribution set option from the default distribution tile Select a distribution set from the drop down menu (these pull from Financial Edge database view in Configuration> Distributions) Select apply to distributions To manually add default distribution to the Vendor record we can follow the steps below. In the Vendor record select add a distribution on the default distributions tile. Enter the account number in the account field. Add a description to the line item. Enter an amount in the amount field. If Project, Grant, and Transaction Codes are used enter these in the Distribution Information fields. If Custom Fields are used select one from the drop down menu below field name.   more
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  • FE NXT New Features Blog Icon
    What's New in Financial Edge NXT (EAP 3 release)
    The April 30 release of Financial Edge NXT includes the following features and enhancements: Reporting. Reporting is where you create and run reports in Financial Edge NXT . Reporting leverages existing reports and settings defined using the database view. For example, the report parameters and tags you created in the database view, also appear ... more
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  • Chrome Logo
    Web Browser Considerations
    The ability to access Financial Edge NXT through a web browser provides more flexibility in how and where you access the program. Although we currently support only the Chrome browser, we will add support for additional browsers in upcoming releases. When you access Financial Edge NXT via a web browser, be aware that settings and options, such as ... more
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  • Welcome to FE NXT
    Welcome to the Financial Edge NXT Community!
    To help you get started, the Community provides several sources of information about Financial Edge NXT, including discussion forums, blogs, events, resources and product ideas.   Discussions The Financial Edge forums include discussions specific to Financial Edge NXT along with Financial Edge 7. When you visit the forums, you can ... more
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