Enhancements

Kim Hogan

Just curious if we are the only orgnaization that is not happy with the new enhancements that were just implemented for Financial Edge NXT? The enhancements seemed to do away with some of the every day tools we used. Check numbers no longer included for bank reconciliations and we can no longer arrow down through deposits under the Treasury menu. We have to go completely out and back into the system.

Sharelle Buyer

They fixed the check number issue in the bank reconciliation. You need to add the column titled Number so they show.

Cristin Gaffney

I agree, there are several “enhancements” I'm unhappy about. One being that we have to click all the way back to the deposits list to get to the next one that we want to close/post. So many unnecessary steps.

Miriam Walsh

I think it's terrible. It seems like every time I go to another page, everything I've checked off gets unchecked. I now just noticed that it seems to hold the clear date, but the total cleared amounts if you go to the last page don't match the total checks I've cleared. I'm very frustrated. Maybe I'm missing something, but I am not at all happy about the changes.

Sharelle Buyer

I've also noticed that when I get a zero difference for the bank reconciliation and go to Next to try to Reconcile Now, the Reconcile Now button is grayed out so I have to save and close, then go back in and click through the pages to get the reconcile now button to show up as an option. I've had issues of making adjustments for the interest and/or dividends in the Treasury function, then go into the bank reconciliation and the items that I just posted aren't there. Again I have to save and close, and go back in and then those items are there to check off.

I had the same issues of things becoming unchecked that I had checked. I thought I was losing my mind when it was happening.

Not happy about any of these enhancements. Obviously didn't run them by any accounting people before they implemented them.

Cristin Gaffney

@Miriam: Have you seen a resolution regarding the bank rec issues, like things “un-checking” after changing to a different page, etc.? I'm having that issue today, and there doesn't seem to be anything on the Blackbaud Status site indicating they're having issues with it, so….?

Melissa Bethancourt

Hi Cristin - we are aware of the check boxes deselecting after paging in bank reconciliation and the team is in the process of getting a fix out asap.

Cristin Gaffney

@Melissa Bethancourt - that's good to hear. Can you please also explain why y'all took away the ability to see all transactions in a scrolling single page? And why it doesn't save my preferences in regard to the column settings? And why my product thinks I linked to a bank for reconciliation, when I absolutely didn't? Thanks bunches.

Miriam Walsh

Thanks for asking these follow up questions as well. I was wondering the same things.

Melissa Bethancourt

Hi Cristin - We are investigating the paging vs scrolling change and hoping to have that one resolved soon. For the column settings, there are some changes that could have reset your preferences but then they should save again once they are reset. If this is not your experience, please contact support or email me directly with the details at melissa.bethancourt@blackbaud.com and I can create a case on your behalf.

As far as the bank linking, I am not sure why this is happening to you. For this, I would suggest contacting support or I can create a case for you if you would like to contact me directly.

LeeAnn Schmidtberger

I agree! I want the scrolling back and get rid of the paging on all aspects in NXT. Too much clicking!

Cathi Christopher

no you are not! I'm not happy with any of the new display/screen changes! Seems like the functionality went backwards on most things and takes more steps

Cathi Christopher

one specific example- in posting credit card activity- can't tab through all the fields when entering info- tabbing misses the account field-

Charlanne Thomas

@Kim Hogan there isn't one person in our organization that is happy with NXT. We lost the ability to set our user preferences such as defaulting to today's date for a Post Date in AP but using a different Invoice Date. This has really messed up our fiscal year end since every defaulted to the invoice date when it should have posted in the current fiscal year. Not happy at all!

Alaina Hiatt

@Charlanne Thomas I agree with your issue regarding AP posting--we have been having another person go through our physical invoices in comparison to the recorded inv date/post date in Blackbaud before we post the subledger to the GL to catch the errors--the post date does not change when you change the invoice date, so it requires manual adjustment. Dates seem to be an area BB across the board struggles with--there are so many different dates associated with transactions, but you are limited in what date categories you can use to filter for reports or lists. And we consistently see where dates change on their own, such as if you type them in faster that BB can recognize. Another problem we have seen revolves around calculated due dates not following terms or business rules. Dates are fundamental and we fight them daily in our BB products.