The Financial Post

Estimated read time: 3 minutes 30 seconds

Hello and welcome to The Financial Post for July 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:

• Entering dates in the Journal Entry grid
• What’s Next
• Customer Success Webinars
• Stay in the Know

Entering dates in the Journal Entry grid
We recently received questions from you regarding date formats in the Journal Entry grid, so I thought I’d share a few best practices.

Currently, when entering date fields manually, you must use slashes to separate the month, day, and year. For example, 7/15/22, 7/15/2022, 07/15/22, 07/15/2022 are all acceptable formats.

However, if you enter same date as 07152022 or 071522, the field will not accept the date when you tab out of the cell.

TIP: When entering dates for the current month, you can simply enter the day value to auto-populate the current month and year. This is a good way to enter dates into the grid quickly. For example, to populate the 15th of July, enter 15 and TAB.

What’s Next
We are currently working on several features for Financial Edge NXT web view.

• Manage funds – Add and edit fund records. Lock beginning balances.
• Create multiple accounts – Add multiple accounts at one time.
• One-time checks – Create one-time checks.
• Electronic signatures – Add and edit signatures.
• Receivables -- Currently in CTP.
• Cash Receipts – We are making enhancements to Cash Receipts. Look for more information and details on an Early Adapter Program in an upcoming blog post!

We’re starting off with Budget Basics on July 14, 2022. During this session we will cover how to:

• Establish security permissions for users accessing Budgets,
• Establish best practices for creating scenario IDs.
• Create and edit Budgets using the budget excel add-in.
• Use reporting to monitor budget totals & expenditures.

Then, the following week we’ll cover Advanced Budgeting on July 21, 2022. During this session we will explore:

• Utilizing the advanced budget management tools to help with forecasting.
• How to create custom budget reports.
• Best practices for Project & Grant budgets that span multiple fiscal years.

Lastly, we’ll close out the month with a Virtual Open Office Hours on July 28, 2022, where we’ll cover any questions you have from this month’s Budget sessions, as well as any other questions you have around working in your Blackbaud Financial Edge solution.

If you’re unable to attend, you can still register and view the on-demand session at a later time. 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!