The Financial Post

Justin Ward

Estimated read time: 5:00

Welcome to The Financial Post for July 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
• Feature Spotlight – Chart Health Advisor
• 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.

• 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. 
• 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. 
• [AUS ONLY] Consistent GST imports with Australian date formats — Australian date formats aligns imported data with local standards, helping reduce errors, minimize manual adjustments, and streamline import processing. 
• Approve purchase orders — Approve or reject purchase request line items or full requests. 
• Receivables
  • Process partial returns for clients – No need to reverse an entire invoice. From the invoice record, select Reverse partial to return only the applicable items or amounts. 
  • 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.  
  • View all invoice line items in one place — The new Line items tab lets you sort, filter, and review details quickly, even for invoices with many items. 

The following features are in EAP for some customers.

• Chat for Blackbaud AI
• 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.

• Faster invoice and receipt processing in Expense Management — Upload invoices and receipts, and let AI-powered Document Intelligence capture key details to automatically generate invoice requests or credit card charge details.

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:

• Total web solution — As Financial Edge NXT shifts to a total web solution, we're moving features from database view exclusively to web view. As this shift progresses, we'll remove access to these features in database view. To track details and timelines, bookmark Total Web Solution.
• Expense Management — generate invoice requests and upload charge receipts
• Payables — generate invoices
• 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
• Excel Add-in for Invoices — create, validate, and submit large batches of payable invoices without leaving Excel.

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

Feature Spotlight: Chart Health Advisor

Your chart of accounts is the foundation of your financial management system. Every transaction, report, budget, and financial decision depends on a well-organized chart structure.

That's why we're excited to introduce Chart Health Advisor for Financial Edge NXT.

Whether you're preparing for an audit, looking to streamline financial reporting, or simply seeking greater visibility into your accounting structure, Chart Health Advisor helps you make informed decisions about your chart of accounts.

With ongoing insights into chart health, you can proactively manage complexity, improve data integrity, and build a stronger foundation for financial management over time.

For more detailed information, check out this Chart Health Advisor blog.

Total Web Solution Journey

We’re in the home stretch — and we’re extending the timeline!

To support a thoughtful and successful transition, we’re extending the Total Web Solution (TWS) completion timeline from mid‑year to the end of 2026. This additional time allows teams to adopt new web‑based functionality at a comfortable pace while maintaining confidence and continuity.

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!