The Financial Post

Hello and welcome to The Financial Post for May 2024!

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
• Total Web Solution Journey
• Stay in the Know

What’s New
We recently released several new features in Financial Edge NXT web view!

Create purchase orders from purchase requests. You can now add purchase orders from approved purchase requests in web view.


Manage account security. Previously, you managed account security in database view. In web view, you can now allow users to grant or prevent access to all or selected accounts.

Manage project security. Previously, you managed project security in database view. In web view, you can now allow users to grant or prevent access to all or selected projects.

Customize table description length. When you add tables in web view, you can now specify the length of the table short description. Previously, tables created in web view had a designated length of 6.

Add more line items. You can now add default flat amount line items (formerly miscellaneous line items), such as freight charges and local sales taxes, to quickly select them when you create purchase orders in Financial Edge NXT.

Import invoices. To save time and increase efficiency around data entry, you can now import Payables invoices in web view. Don’t see this yet? In web view, import invoices is currently in Limited Availability (LA) for some of our customers.

View and run queries in web view! Query is currently in a read-only view. We'll monitor your feedback and make improvements as we prepare for future releases. To find records that meet certain criteria, you can now view queries created in database view from web view.

You can access Query from General ledger, Payables, Treasury, and Fixed assets. In a future release, you will also be able to access Query from Accounts Receivable.

Manage bank group security and assign users in web view. Don’t see this yet? In web view, managing bank security groups and assigning users is currently in Limited Availability (LA) for some of our customers. Previously, you managed security groups for bank accounts in database view. Now (for some of you), you can add, edit, and delete bank security groups in web view, and specify which users are included in those groups.

Manage signature security in web view. Don’t see this yet? In web view, managing signature security is currently in Limited Availability (LA) for some of our customers. Previously, you managed signature security in database view. In web view (for some of you), you can now allow users to select and use specific signatures. Moving this workflow to web view will open more opportunities to release important features.

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:

• Import Payables invoices
• Manage bank group security and assign users
• Manage signature security in web view
• Manage account and project security in web view
• Schedule reports
• Payables business rules

Total Web Solution Journey

As Blackbaud Financial Edge NXT shifts to a total web solution, we're moving from database view exclusively to web view over the next several months:

Since we release in waves, you may receive the updates immediately or in a future release. To track details and timelines, bookmark the Total Web Solution page.

NOTE: To keep you informed of upcoming changes, we will periodically display a Review total web solution features screen when you log in to Financial Edge NXT listing upcoming features that are moving to 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, now on demand, to hear from our product management team directly on the latest and upcoming development for Financial Edge NXT!