The Financial Post

Justin Ward

Estimated read time: 5:45 minutes 

Welcome to The Financial Post for June 2026!  

Each month, we bring you the latest updates on Financial Edge NXT®—from newly released enhancements to what’s coming next on our product roadmap. 

If you missed it, be sure to catch up on last month’s Financial Post before diving in. Then read on to see what’s new, what’s next, and how you can stay actively involved in what’s ahead.  

In This Issue 

This month's post covers these topics: 

• What’s New – Fresh enhancements now available in web view 
• What’s Next – Preview of features currently in development 
• Total Web Solution Journey – Where we are and what’s ahead 
• Stay in the Know – Ways to keep up with ongoing updates 

What’s New 

We’re excited to share several powerful enhancements now available in Financial Edge NXT web view. These updates are designed to streamline workflows, reduce friction, and give you greater visibility into your financial operations. 

• More flexible ways to edit allocations, groups, and settings — Edit allocation details directly from multiple areas, with fewer clicks and greater visibility. 
• Real-time posting visibility during period close — Track in-progress posting directly from the Closing assistant to prevent duplicate posts, reduce errors, and close periods faster. 
• Generate recurring invoices faster — Recurring invoice generation now runs in the background. Start processing and receive a notification with a control report when it completes, improving reliability. 
• Streamline period close — Generate general ledger reports from Closing assistant. Select up to five reports and run them in one step to review balances and activity before closing fiscal periods. 
• Greater control when editing EFT check formats — Edit all EFT fields when working with EFT check formats. Configure options such as Include carriage return/line feed to ensure line breaks and output are correct in the generated EFT file. 
• Track project budgets at a glance – Use the Project budget vs actual tile on Home to monitor real‑time spending, compare actuals and encumbrances, and spot variances without running reports. 
• Payment processing is faster and more stable — These improvements reduce slowdowns, freezes, and stalled payment runs, especially for large or complex payments. 
• Manage third‑party applications in Receivables — When a payer shares responsibility for a client's charges, you gain clearer insight and support more accurate billing. 
• Import data more efficiently with smart import mapping — Powered by Blackbaud AI, smart import mapping automatically suggests field mappings when you import data, reducing manual setup and improving accuracy. 

The following features are in EAP for some customers. 

• Chat for Blackbaud AI 
• Expenses – generate invoice requests and upload charge receipts 
• Payables - generate new invoices from a draft 
• Automated deposits - only for gifts disbursed through Blackbaud Merchant Services (now part of Blackbaud Integrated Payments) 

The following features are in LA for some customers. 

• Monitor account‑level budgets at a glance — With the new Account budget vs actual tile on Home, view real‑time budget and spending, compare actuals and encumbrances, and quickly identify variances without running reports.   
• Assess chart health with confidence — Discover Chart Health Advisor to evaluate chart health, identify structural issues, and take guided action to improve reporting accuracy and reduce long‑term maintenance risk. 
• Bundle, schedule, and generate reports in bulk — Use report groups to bundle up to 20 reports and automatically generate and email them based on a schedule. 

Be sure to explore these enhancements and see how they can simplify your day‑to‑day work. 

What’s Next 

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: 

• Expenses and Payables — generate invoice requests and upload charge receipts 
• Expenses — purchase requests for products 
  • Notifications 
  • Approve and reject requests 
  • Generate receipts 
• Automated deposits — only for gifts disbursed through Blackbaud Merchant Services (now part of Blackbaud Integrated Payments) 
• Public sector bodies report (Canada customers) — Will be available in Receivables with updated filters 
• Business activity statement (Australia and New Zealand customers) — Will be available in Receivables with updated filters 
• GST Imports and date formatting (Australia and New Zealand customers)

Keep an eye on What’s Next and in‑product notifications so you’re ready as soon as these features become available. 

Total Web Solution Journey 

We’re in the home stretch! We hope you are adopting features and transitioning smoothly.

We truly appreciate your continued partnership as we move through the final phase of our TWS journey and focus on a smooth, successful transition. 

You can continue to follow our TWS progress through: 

• The Total Web Solution page 
• The Product Update Briefing (PUB) 
• Monthly emails 
• In‑product notifications 

Thank you for being part of this transformation. We look forward to what’s ahead.

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!