The Financial Post

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Hello and welcome to The Financial Post for May 2022!

On the first Thursday of every 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
• What’s Next
• Customer Success Webinars
• Stay in the Know

What’s New

Expense categories

Last month we released enhancements to expense categories. Now, when you add more than 20 expense categories for an invoice request, you must select to hide the distribution information. Previously, you could only add a maximum of 20 expense categories.

When you add more than 20, a confirmation screen prompts you to hide distribution information. Once you select Hide distributions from the confirmation screen, distributions are hidden for each category. To edit them, simply select Edit distributions next to a category.

We also added a new toggle for an invoice request. Under Distribution, either Distributions hidden, or Distributions displayed will appear depending on whether you have more than 20 categories.

For more information about invoice requests, see My Invoice Requests.

Dashboards and Insights

In conjunction with our partner, GoodData, we made a cosmetic change to Dashboards and Insights. Throughout these feature areas and associated help resources, the term Measure is now Fact and Calculated measure is now Calculated metric.

The functionality and workflow remain unchanged.

What’s Next

Electronic signatures

We are currently working to bring electronic signatures into web view. Look for more information about electronic signatures in the coming weeks.

Customer Success Webinars
You are invited to attend the Financial Edge NXT adoption webinars we have scheduled for May. It’s a great way to learn tips, tricks, and best practices.

This month, check out the Financial Edge NXT PUB Enablement session on Thursday, May 12, and the Expense Management session on Thursday, May 26!

The Expense Management session will help you get started by walking through the set up and advising you on best practices.

To learn more and register, click here.

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 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.

We hope you'll stop by to check out next month's issue!