Allocation Management

Deborah McPartlan
Deborah McPartlan
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in Blackbaud Financial Edge NXT® General Discussions

Hello everyone - does anyone know when Allocation Management is moving from the database to NXT? Thanks

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  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Deborah McPartlan, we should start seeing Allocations in webview in the coming weeks. May be as early as late this month, but most items will be coming in May. Look out for The Financial Post this week, Thursday, for an extension notification about Total Web Solution (TWS) to give users time to adopt.

  • Deborah McPartlan
    Deborah McPartlan
    Seventh Anniversary Name Dropper Facilitator 1 Loyalty Badge

    @Nikki Baldwin Thank you

  • Matt Evans
    Matt Evans
    Name Dropper Facilitator 1

    @Nikki Baldwin Hi - we have a similar issue - is there any current way to extract allocations via the API? We're using the Query API, and while we can see some information if we use a “Payment” query it doesn't seem possible to identify, for example, how much of any payment has been allocated to any invoice.

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Matt Evans, the Allocation endpoints are not available yet but will be released with Allocations moving into webview in the coming weeks. You can see the available endpoints here so you can stay on top of that.

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