The Financial Post

Justin Ward
Justin Ward Blackbaud Employee
Tenth Anniversary Kudos 5 Participant Facilitator 1
in Blackbaud Financial Edge NXT® Blog
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Estimated read time: 4:00 minutes 

Hello and welcome to The Financial Post for August 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: 

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

What’s New 

We recently released several new features in Financial Edge NXT web view! 

  • Allocations – Run existing allocations and manage settings 
  • Allocations -- Add Direct and Indirect expense allocations 
  • Journal Entry enhancements for duplicating and inserting lines 
  • Save batches faster 
  • Ability to batch one time checks  
  • Export query results to Microsoft Excel 
  • Quickly identify ACH-ready vendors in Payment Assistant runs (US only) 
  • Improved descriptions for user history action types 
  • Larger logos available -- When printing invoices, you can now attach a small or large logo to display on invoices and statements, just as you could in database view. Prior to this update, you could attach only the smaller logo. 

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

  • Left Navigation 

Receivables 

  • GA 
  • Automatic applications 
  • Apply applications for transactions 
  • Reverse charges as credits 

On-demand backups 

Starting next week, organizations in the public cloud (hosted by Blackbaud Cloud Operations) can request a database backup once per month.  

NOTE: We will release this functionality in waves over the next few weeks. If you don't see it next week, it'll be available in an upcoming wave. 

You can request a backup from the Database view options page in Financial Edge NXT. To access, select Database, Database options. The On-demand backups tile displays the history of your backups and status. 

To request a backup, select +New file the request. You'll receive an email notification when it's ready! 

 Backup benefits: 

  • Saves time and increases autonomy. The new self-service tool reduces the need to file customer support tickets. 
  • Enables you to specify a date and time (from the previous seven days) for your backup. 
  • Improves security. 
  • View a history of backups and requests in progress. 
  • Copy the SAS URI and download your TDE certificate bundle. 

For detailed instruction on submitting a request and downloading backup information, see On-demand backups.  

Pre-payment report export options 

We have added export functionality back to the Pre-payment report in Treasury. When processing payments, you can now download reports in PDF, Word, and Excel formats.  

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Due to payment processing changes, the PDF viewer for the Pre-payment report was removed during the payment run workflow. While you could still download reports in a PDF format, you couldn't export reports in multiple formats.  

Total Web Solution Journey 

The completion timeline for Total Web Solution (TWS) runs to the end of the year. This impacts just a few features that aren't in web view yet. Our decision addresses usability and performance concerns, allowing us to better support customers during this transition.  

By slowing the process, we hope users will feel assured and well-supported as they adapt to Financial Edge NXT's new workflows.  

Stay engaged with our TWS journey right here and through our dedicated Total Web Solution page, the 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 Next 

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We’re currently working on several features and enhancements for Financial Edge NXT web view. Here are some of the updates you’ll see in upcoming releases: 

  • Import enhancements 
  • Create and download sample import files 
  • Merge vendors 
  • Merge clients 

 Receivables: 

  • EFT functionality for deposits and payments 
  • Update status for actions on client records 
  • Cash receipts - Project distribution report 

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!   
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