End User Training for entering Credit Cards and Invoices to FE NXT Expense Management

Jonathan Sturgis

Tried searching the community. New to Blackbaud FE NXT and Expense Management.

We are needing to train our staff who have credit cards and will also be submitting invoices, both through FE NXT Expense Management.

Anyone know of some short and concise training material that is designed for end users like this and NOT the core financial users?

Thanks

Christina Imbriani

Hi Jonathan,

The Customer Success team for FE NXT Adoption, has a free on-demand session that was created for the Expense Management feature of FE NXT, below is a link to the session, its about 75 mins long.

Financial Edge NXT: Expense Management Optional Module

Blackbaud also has some short videos for Expense Management on their YouTube channel:

• Expense Management Overview
• How To Submit an Invoice Request
• Expense categories in Financial Edge NXT
• How to submit a credit card charge for approval

Hopefully some of these resources will be helpful for you and your team ?