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Welcome to The Financial Post for September 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 – AI-powered Document Intelligence for Expense Management
- 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 and give you greater visibility into your financial operations.
- 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.
- Payables overview – For Payment Assistant customers, access a management hub for your payables activity. Add new records, review payment run tasks that need attention, and navigate quickly to key areas.
- Treasury overview – Access a centralized workspace to manage your cash management activity in one place. Monitor bank accounts and credit cards, review key details, and quickly access essential Treasury tools.
- Bundle and generate exports in bulk — Use export groups to bundle up to 20 exports and automatically generate them with one action. Available with a Queue subscription (contact your Account Executive for details).
- Build allocation pools faster — Add multiple accounts or projects to an allocation pool at once to accelerate setup, improve consistency, and minimize repetitive admin tasks.
The following features are in EAP for some customers.
- Chat for Blackbaud AI
- Payables - generate new invoice records from drafts
The following features are in LA for some customers.
- Improved performance for report setup and management — Review the list of updated reports.
- Find and resolve variances faster — Use Subledger reconciliation to compare subledger and general ledger balances and identify out-of-balance accounts before period close. Review account activity, investigate variances, and make corrections quickly to improve reporting accuracy and streamline the close process.
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:
- 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.
- Chat for Blackbaud AI
- Payables — generate new invoice records from drafts
- Expenses — purchase requests for products
- Notifications
- Approve and reject requests
- Generate receipts
- 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: AI-Powered Document Intelligence in Expense Management
Managing expenses often involves reviewing receipts, invoices, and supporting documents by hand. This process can be high-volume and potentially error-prone for your finance office.
That's why we're excited to introduce AI-Powered Document Intelligence in Expense Management for Financial Edge NXT!
Built on Microsoft Azure AI Document Intelligence and Blackbaud AI, key details are extracted from your financial documents, helping eliminate manual data entry from expense workflows.
Upload a hotel receipt, a vendor invoice, or a credit card charge, and Document Intelligence extracts the details and drops them into an open request, ready for review. The source document attaches automatically for a one-click audit trail, while nothing about your approval workflow changes.
This feature is generally available for customers in the United States and Canada using the latest Financial Edge NXT packages. For detailed information, check out this AI-Powered Document Intelligence in Expense Management 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:
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!
