The Financial Post

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
• Stay in the Know

What’s New

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

The Vendor Activity report lists transactions generated in Payables over a specified period of time. For more information, see Vendor Activity Report.

The Cash Requirements report lists the cash amount required to meet your organization’s obligations on a specified date. For more information, see Cash Requirements Report.

Journal Entry enhancements — Based on your feedback, we have made improvements to how you see and manage Journal Entry batch information.

Enhancements include:

• When adding and editing journal entries, you can now view additional journal entry lines.
• On the Journal entry batches page, from a journal entry's menu, you can now copy and reverse batches.
• On a journal entry batch record, you now access attachments and add-ins from a record's quick view on the right side of the screen. Previously, these were accessed through tiles on the record.
• On the journal entry batch record, you can now view 100 journal entry lines per page. Previously, you could only view 50 lines per page.

These enhancements are being released in waves so that we can gauge user impact and make updates along the way. If you have not seen these enhancements yet, don’t worry, they will be available to everyone very soon!

As you begin to work with these features, you can leave you feedback and suggestions here. We will monitor your feedback and continue to improve where we can.

Big thanks to those of you who have provided feedback already!

What’s Next

We are currently working on several features and enhancements for Financial Edge NXT web view. Here are some of the updates you will see in upcoming releases:

Budgets – You will soon be able to copy/forecast budgets and increase/decrease budgets in Financial Edge NXT web view!

Treasury — We’re introducing updates to Treasury's deposits and Miscellaneous (Misc.) Payments in Financial Edge NXT in the coming weeks. Misc. Payments replaces Cash Receipts in the database view, so you'll no longer have access to those records there. Bank accounts, credit card accounts, and Treasury reports are not impacted by these changes and customers with Accounts Receivable are not part of this release.

To learn more about the changes, view the tutorial. If you want to participate in the EAP, click here to complete the survey.

Bank Feed (Yodlee) — We are upgrading our Yodlee/Fastlink APIs in Financial Edge NXT to improve performance and offer better user experience. This upgrade also supports open banking.

Payables Reports — The Aged Payables reports will soon be available in web view.

Payables Business Rules — You will soon be able to manage Payables business rules in web view. Business rules help you customize standard procedures and requirements.

Attachments — For security purposes, we are updating how attachments are downloaded in database view and WebPurchasing.

We will now scan all attachments with anti-virus scanning to improve your security experience. Attachments will be accessed via a shortcut link (URL extension) that will open to a Financial Edge NXT landing page, allowing you to access and download the file.

Receivables – Receivables is currently in our Early Adopter Program phase (EAP). We are monitoring your feedback and making improvements as we prepare for general availability.

Permissions—Manage all user security from web view.

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 from BBCON in October, now on demand, to hear from our product management team directly on the latest and upcoming development for Financial Edge NXT!

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