The Financial Post

Hello and welcome to The Financial Post for June 2025!

Each month, we bring you the latest Blackbaud Financial Edge NXT® news on everything from current projects and initiatives to release information and much more!

If you haven’t had a chance to read last month’s edition of The Financial Post, you can check it out here.

In This Issue
This month's post features these topics:

• What’s New
• Total Web Solution Journey
• Merge vendors
• What’s Next
• Stay in the Know

What’s New
We recently released several new features in Financial Edge NXT web view!

• Export
• Attachments – prevent html file uploads
• Bank draft record updates
• Journal entry batch – quickly jump to source record details
• New Post date column
• Action status and custom fields
• Purchase card updates

The following features are currently in Limited Availability (LA) for some customers.

• Manual process payment improvements
• Batches save faster
• Journal entry batch duplicate and insert new lines
• View and run existing allocations, and view settings

Receivables

• GA
  • Client records - convert an individual to an organization and vice versa
  • Manage automatic fixed payment plans
• LA
  • Generate refund checks
  • Apply applications for posted transactions (without 3rd party)
  • Automatic applications for posted transactions (without 3rd party)
  • Reverse charges as credits for posted transactions

Total Web Solution Journey

We've extended the completion timeline for Total Web Solution (TWS) to the end of the year. This impacts just a few features that aren't in web view yet. Our decision addresses usability and performance concerns, allowing us to better support customers during this transition.

By slowing the process, we hope users will feel assured and well-supported as they adapt to Financial Edge NXT's new workflows.

Stay engaged with our TWS journey right here and through our dedicated Total Web Solution page, the Product Update Briefing (PUB), your monthly emails, and of course, the in-product notifications. These resources will keep you up-to-date on the latest developments and what's coming next. Thank you for being part of this exciting transformation!

Merge vendors
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.

Thanks to your feedback, we have reconsidered the Merge vendors feature and will soon bring it to web view.

For now, the ability to merge vendors has been made available in database view again for all users while we continue development on this feature.

What’s Next
We’re currently working on several features and enhancements for Financial Edge NXT web view. Here are some of the updates you’ll see in upcoming releases:

• Manage allocations – Add and manage allocations and settings.
• Import enhancements
• Merge vendors
• Merge clients

Receivables:

• Generate recurring invoices
• Manage reimbursable grants
• EFT functionality for deposits and payments
• Attachments
• Update status for actions on client records
• Cash receipts - Project distribution report
• Enforce warning business rules for duplicate transactions
• Receivables API public preview

• Community Announcements. The Community is a great way to stay informed. Subscribe to Financial Edge NXT Community Announcements by clicking on the "Subscribe" link at the top of this blog. You can then select how often you want to receive update notifications.
• Release Updates. Check out What's Recent, What's New, and What's Next to get all the details on prior, current, and future releases. To help keep you up to date on the most recent developments, What's New automatically opens when you log in to the web view.
• In-Product Help. Help documentation throughout Financial Edge NXT is context-sensitive. So, no matter where you are in the solution, you can click the bright green question mark at the top right of your screen to get help for that feature.
• Product Update Briefings (PUB). Check out the most recent Financial Edge NXT PUB, now on demand, to hear from our product management team directly on the latest and upcoming development for Financial Edge NXT!