The Financial Post

Hello and welcome to The Financial Post for September 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!

Add and edit queries. You can now add and edit supported queries in web view to search for records that meet certain criteria. To navigate to Query, select it from the following:

• General ledger
• Payables
• Receivables
• Treasury
• Fixed assets

Recurring invoice business rules. Payables business rules help you customize standard procedures and requirements to suit your organization. With this release, we added the Recurring invoices business rule, which allows you to activate reminders for generating invoices and designate how many days in advance to display the reminders. To define payables business rules, navigate to Payables, Settings.

Assign view-only access. You can now provide users the ability to view data, but not modify it. In Control panel, Record security, from the menu of a user, select Assign view-only access. For more information, see Record Security.

Receivables business rules. You can now access all business rules for Receivables in web view! Receivables business rules help you customize standard procedures and requirements to suit your organization. To define receivables business rules, navigate to Receivables, Settings. For more information, see Receivables Settings.

The following features are currently in Limited Availability (LA) for some customers:

• Add and manage PO receipts
• Expense management settings – add approval rule groups in web view
• Manage bank group security and assign users in web view.
• Manage signature security in web view
• Payables business rules and configuration
• Manage account security
• Manage project security
• Add more line items
• Import invoices

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
• Recurring invoices
• Manage signature security in web view
• Manage signatures in web view
• Payables reports
• Purchase Order reports
• Payables business rules and configuration
• Expense management approval rule groups
• Manage bank group security and assign users
• Manage account and project security in web view
• Receivables
  • Manage invoice records
  • Manage additional billing types
  • Manually apply payments and credits to charges and invoices
  • Manage charges and credits with product billing items
  • Void payments
  • Adjust or reverse charges and credits
  • Manage misc payments with receivable payments
  • Generate new statement parameters
  • Generate statements from existing parameters
  • Manage receivables business rules
  • Manage receivables default account configuration
  • Support for single summary
  • Facilitate extensibility, provide Get and List beta endpoints for recently released records

Total Web Solution Journey
As Blackbaud Financial Edge NXT shifts to a total web solution, we're moving the following features 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!