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Financial Edge NXT - SUCKS

Matthew Daley

Financial Edge NXT sucks. It has broken almost everything great from database. It has been very disappointing from switching. Examples, 1099s do not work properly with Aatrix, now we have to populate another Payee name to make it work. You cannot insert a row where you want to on a JE.

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Comments

Holly Jacques

@Matthew Daley - I am afraid that this is only the tip of the iceberg. I agree completely with you and am missing database more and more … things that were to be efficiencies now take 2-3 extra steps and way longer to do. Not sure who is sitting at a desk creating things… but it definitely isn't an end user of the product.

Anthony Block

@Holly Jacques - You're right. End user experience is terrible. There were obviously no thoughts given to clerical data entry or to bookkeeping needs. But it looks pretty on a phone! Where we accountants do all our work!!

Lisa Parker

@Holly Jacques - I totally agree with everything. Blackbaud doesn't think things through when it comes to transferring items from Database to Webview. Now, you can't print PO's from the database and when you print them from NXT, it doesn't automatically change the status of the PO from “unprinted” to “open” PO. You have to do this INDIVIDUALLY by editing each PO. I also agree with not being able to insert a line where you want it on a JE. I think they are way more interested in new products and do not care how the current product is performing. I miss SAGE!!!

Crystal Bruce

@Matthew Daley Hi Matthew. We’re sorry to hear you are frustrated. I’ve reached out to your Customer Success Manager, who will be in touch. My team is unaware of any issues with the payee name. There is an Aatrix requirement of First and Last Name for individual vendors for validation purposes. This KB article addresses that. If you are having issues with payee name, I recommend reaching out to Blackbaud support. The insert line functionality is in development, but I do not have an exact timeline for release. There is a Microsoft Excel Journey Batch Add-in which allows insert lines/cut/paste as functions of Excel. Here are more resources that have been communicated to customers including the TWS landing page and information regarding What’s New, Next, Recent. You can also subscribe to The Financial Post here in community. You might also find the Financial Edge NXT Help Center useful to bookmark. Let me know if I can be of further assistance.

Karla Deaver

@Matthew Daley Were you able to get your 1099s to download to Aatrix? We can't even get that far. If so, how did you do it?

Tracy Forkin

@Matthew Daley, I agree with you and everyone else's comments. I'm using Allocation Management, which appears to be one of the last functions to move to NXT. Importing into a journal entry was simple; now, it's a multi-step process. Reporting in NXT is good, but the functionality for other things is clunky.

Robin Arwood

@Matthew Daley Luckily I did not have bad issues with the 1099's except the running together of line 1 and line 2 names. There should be two places for them in the form creation if there are two places in the vendor information. But what I am missing, and apparently there are no plans to put this in NXT, is merging vendors. We do have some people who don't do a great job searching before adding a new vendor, so we have duplicate vendors, despite having some settings to try to catch duplicate vendors. If they still get created, then we are SOL.

Nikki Baldwin

@Robin Arwood, thanks for sharing your feedback – if you do end up with invoices on duplicate vendor records, you can follow the steps below to resolve those. In addition, you still have the opportunity to vote/submit these items to the IdeaBank to request they be integrated into webview. Based on demand, our strategy around these features could shift.

If a duplicate vendor record is somehow created due to a difference in spelling or vendor ID (depending on your settings being checked), we do have options to correct any invoices/payments made to the duplicate vendor.

If the transactions were NOT posted to General Ledger, you can delete the invoice/void the payment and recreate them on the correct vendor record.
If the items were posted to General Ledger, you can mark the duplicate vendor as ‘inactive’, recreate the transactions on the correct vendor record, and set them to ‘do not post’ to avoid reconciliation issues. This will ensure that your AP reports show accurately for the Vendor in question (excluding inactive vendors) while not duplicating any General Ledger postings/account distribution.
You also have the option to void and purge the posted payment, if applicable, and re-record the payment on the appropriate vendor record, as well.

Todd Feltner

@Nikki Baldwin Does Blackbaud ever consolidate Ideas of the same topic? There are probably more than 10 different Ideas posted about bringing merging vendors into FENXT they all have random amounts of votes. If they all don't have a lot of votes does Blackbaud have a way of seeing there is a big desire for this across multiple Ideas.

Nikki Baldwin

@Todd Feltner, we do consider the duplicate topics when doing that ‘tallying’ for ideas including looking at the count of unique voters per topic. We do encourage users to look for the idea first before submitting a new one, but don't want to hinder suggestions by combining topics in case someone has a nuanced need/business case they want to share for the same topic idea. Appreciate you engaging in the IdeaBank!

John Fodor

@Tracy Forkin I would love to hear your reporting tips, because from my experience reporting in NXT is slow. Loading saved reports takes 3-4+ times the time it takes to load the database reports.

John Fodor

@Matthew Daley 100% agree.

They also got rid of all depreciation methods other than straight-line. Reporting is slow. Support has severely declined. Price has gone up.

What gives?

Tracy Forkin

?@John Fodor this is why I said good and not great. Reports are accurate for me, but you are correct. They are so slow to open and move through the view & edit options. I don't like that I have to run a report on one fund to get certain information, and I don't like that I can no longer open a fund record in database view. Overall, it's all change that I've accepted. My big concern is Allocation Management.

Jennifer Finlan

@Matthew Daley Totally agree!! I'm battling “duplicate payments”…of COURSE we have payments with the same amount…Can't get past that in FENXT.

Tara Makas

@Jennifer Finlan is this happening to you with AR?

Jennifer Finlan

@Tara Makas Yes, I have someone researching but so far no answers.

Tara Makas

@Jennifer Finlan
I had the same issue for AR with invoices. I had a feeling it would happen too with payments but FE hasn't fully released the update for payments for us so I haven't been able to confirm my suspicions. When I spoke with FE about this issue they stated that there was a bug with the programming and that a fix would be implemented in a future fix, but were unable to give an ETA on when it would occur. For now the only workaround is disabling the business rules for checking for duplicates. If you uncheck the business rule you will be able to enter payments but the downside is it wont warn you that it is a possible duplicate anymore until Blackbaud fixes this issue and we can change our business rules back.

Jennifer Finlan

@Tara Makas That's good information! Do you know where in the business rules you found the ability to disable the payment warning? We seem to be having difficulty disabling that function.

Tara Makas

@Jennifer Finl I am not sure exactly. I can find where exactly under business rules if I research it. I currently don't have access to business rules, I just was able to figure out the issue for FE and in turn helped them identify what needed to be fixed. I do have a screenshot that was shared with me that shows the box to uncheck for the warning for duplicates. I would think its the same for payments too. You'll want to uncheck the “automatically check for duplicate invoices”. I am almost positive there is similar verbiage for the payments. I just can't check in business rules since I don't have access.

I have also included the explanation I received from Blackbaud as well. I hope they fix this soon!

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Catherine Bell

Does anyone know how to get two names to appear on the 1099 NEC? I have several vendors who are DBA with a different name and I need both names to appear on the 1099 NEC. I can't figure out which fields I need to use to get two names to appear.

Geovanny Prospel

Blackbaud do not care about its customers. Account managers do not even bother to respond to emails.

The customer services department closes cases as resolved even though the problem persists.

This company is beyond terrible.