The Financial Post

Hello and welcome to The Financial Post for February 2025!

Each 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:

• Total Web Solution
• What’s New
• What’s Next
• Stay in the Know

Total Web Solution Journey
We have exciting news about the Total Web Solution (TWS) for Financial Edge NXT! Initially planned by the end of March, we’ve extended the timeline to May 2025 to give you more time to adopt specific features, not yet in web view.

Access to certain database view areas will continue through May of this year, ensuring a smooth transition to the new web view features.

Stay engaged with our TWS journey right here and through our dedicated Total Web Solution page, the upcoming Product Update Briefing (PUB), your monthly emails, and of course, the in-product notifications. These resources will keep you up to date on the latest developments and what's coming next. Thank you for being part of this exciting transformation!

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

The following features have been released to all customers:

• AR Clients: Recurring invoices tile
• AR Clients: Calculate finance and late charges
• AR Deposits: Payment record defaults
• AR generate statements
• All edits for non-transaction fields on posted AR record
• Add notes to voided payments
• Reverse charges as credits
• Pre-close/close fiscal years
• Export
• Ability to edit reversal date for posted transactions
• Purchase order PDF

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

• Payment Assistant
• AR Refunds
• AR manual applications (without 3rd party)

Expense Management User Settings
We recently received customer questions about the User summary column under User settings in Expense Management.

The User summary column lists the email addresses of your WebPortal (web-only) users with a Blackbaud ID. If you have not associated your WebPortal users with a BBID, nothing appears in the User summary column.

To better track and manage your web-only users, it’s important that all active users accept the invitation to FENXT and have a Blackbaud ID. To access the User summary column, go to Expense management settings, User settings.

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:

• Payables reports
• Purchase Order reports
• Check printing (Bank logo)
• Expense management approval rule groups
• Receivables
  • Copy previous invoice
  • Manage Name and Salutations on Client record
  • Manually apply payments and credits to charges and invoices
  • Manage receivables business rules
  • Facilitate extensibility, provide Get and List beta endpoints for recently released records

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!