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 Login2.blackbaudhosting.com fenxt.blackbaud.com Your unique citrix login (e.g. [SiteID]FEUser1) followed by your Financial Edge application username (e.g. Supervisor) Your email address Creating VCOs Cutting checks Reconciling bank accounts Allocation management Payroll Accounts Receivable Fixed Assets Cash Receipts Journal Entries Entering Invoices & Credit Memos Adding Bank Adjustments Adding Cash Receipts Running Financial and Open Invoice Reports Viewing Vendor, Grant and Project Activiity Classic Financial Edge application Web-based Navigation currently includes General ledger, Payables, Treasury, Reporting and Control Panel Intuitive flow between modules All reports grouped together in one location

What is the URL?

What do I use to sign in?

What type of work will I do here?

What does Financial Edge look like?

 

Let’s begin with the database view. This view is accessed using Citrix by logging into Blackbaud Hosting Services page with your unique username, clicking your Financial Edge application icon and entering your application credentials.  The first set of credentials used grants you access to our servers; your application credentials grant you access to your organization’s data. When thinking about hosting credentials and application credentials, I like to use the following analogy related to a gated community: your hosting credentials let you in the gate, but it is your application credentials that allow you into your home.


Database view is heavily used by data entry folks. This is where you may run all of your reports, reconcile your bank account, process tax reports, perform imports, and have access to every modules’ offerings.  This view is the same as the application you may have had installed directly on your computer if you had migrated from a local install.


Web View is the additional, consistently updating web-based interface which is accessed by logging into your Blackbaud.com account. This is the same account used to chat with our Product Support teams, access training and post in the Community. In order to access Web View, a Supervisor within Financial Edge must first invite you. My favorite feature is when clicking on a vendor address, it opens up Google maps!  Also, it’s great that you have control over what columns display in lists so you can be presented with the information of your choosing. NXT is very intuitive and allows for a better overall look at records such as Vendors as well. You have control over the placement of the tiles so you may choose to put the information most important to you towards the top of vendor records and minimize the tiles that you don’t need to see.  One of the many appealing features of NXT is that Web View may be accessed on your desktop or mobile devices (and resizes accordingly!). Quick tip: Add the direct link on your devices’ home screen for ease of access.


I would recommend bookmarking our Financial Edge NXT Assistance and Resources page in our How-To documentation. Stay tuned for additional resources being added to the page! We are continuously adding new features to our Web View for increased functionality and I hope you are excited for what’s to come. What features are you looking forward to most?