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
• Features completely moving from database view to web view
• Stay in the Know

What’s New

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

Budget Distribution Report. Under Reporting, you can now add and run the Budget Distribution report in web view. This report lists budget distributions for account, grant, and project budgets for a time period you select.

For more information, see Budget Distribution report.

Batch Detail Report. Under Reporting, you can now add and run the GL Batch Detail report in web view. This report provides detailed information about selected batches and transactions within those batches.

For more information, see Batch Detail report.

Export account, project, and grant activity details. From General ledger, you can now export account, project, and grant activity details from their respective records. By exporting, you can track and analyze your organization’s account, project, and grant activity in a more granular way.

As you drill through and analyze data from the Activity and Budget tiles for these records, to export details to an Excel .XLSX file, select Export on the action bar.

Payables Business Rules. You can now manage Payables business rules in web view. We're releasing these updates in waves. Some of you already see these changes, and some will see these updates in an upcoming wave.

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:

Fixed Assets Business Rules — You will soon manage Fixed Assets business rules in web view. Business rules help you customize standard procedures and requirements.

Export account code details — From General ledger, Settings, you'll export account code details.

Distribution sets — You’ll add, edit, and delete distribution sets in web view. Previously, you managed distribution sets in database 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.

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.

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 will be offered as a read-only Preview. We'll monitor your feedback and make improvements as we prepare for general availability.

Features completely moving from database view to web view

Database view users: As we move database view features completely into web view, we'll communicate features and general timeframes using our existing communication channels.

Be sure to check What's New, What's Next, Financial Post, Financial NXT PUBs, Knowledgebase, and in-product messaging to track updates and plan accordingly.

Stay tuned as we fine-tune our resources and prepare to roll out this updated communication strategy.

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!