The Financial Post

Hello and welcome to The Financial Post for July 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
• General Ledger Webinar
• Total Web Solution Journey
• What’s Next
• Stay in the Know

What’s New

We recently released several new features in Financial Edge NXT web view!

• Project Distribution Report for Cash Receipts
• Enforce warnings for duplicate transactions
• Security updates
• Track submitted payments for Payment Assistant
• Update to payment run processing for Payment Assistant
• Manual payment processing improvements

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

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

Receivables

• GA
  • Create refund check
  • Generate reimbursable grant requests
  • Add and manage attachments additional records including:
  • Charges
  • Standard invoices
  • Credits
  • Billing items
  • Refunds
  • Returns
• LA
  • Apply applications for posted transactions (without 3rd party)
  • Automatic applications for posted transactions (without 3rd party)
  • Reverse charges as credits for posted transactions

General Ledger Webinar

Join us July 9, 1:00 - 2:00 PM EDT for our next FENXT webinar: Unlock the Full Potential of General Ledger within Blackbaud Financial Edge NXT®.



During this essential session, our Customer Success team and product experts will cover:

• Understanding common pitfalls: Learn how elements like too many open fiscal years, infrequent reconciliation, or an overly complex Chart of Accounts can hinder your Financial Edge NXT performance.
• Best practices for a solid foundation: Discover actionable strategies for streamlining your Chart of Accounts, optimizing fiscal year management, and ensuring consistent reconciliation.
• Unlocking powerful reporting: See how a healthy General Ledger foundation transforms your reporting capabilities, enabling you to generate accurate, insightful data more easily.
• Immediate actionable steps: We'll provide practical tips you can implement right away to improve your Financial Edge NXT experience.

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!

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
• EFT functionality for deposits and payments
• Update status for actions on client records
• Cash receipts - Project distribution report

Stay in the Know

Thirsty for more Financial Edge NXT knowledge? Here are some of the best ways to learn more about what's coming:

• 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!