FE NXT Treasury menu

John Blasi
John Blasi
Second Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

My Treasury dropdown screen are blank in FE NXT. Is anyone else experiencing this?

Comments

  • Marin Tarnowski
    Marin Tarnowski
    Name Dropper First Anniversary Facilitator 1

    @John Blasi I've started to have the same issue this morning – it isn't universal across our institution, just with specific users.

  • Gail Petsas
    Gail Petsas
    Name Dropper First Anniversary Facilitator 1

    @John Blasi We are also having the same issue, its not everyone just two of the three of us.

  • John Blasi
    John Blasi
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Gail Petsas Thank you! I opened a ticket.

  • John Blasi
    John Blasi
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Marin Tarnowski Thank you! I opened a ticket.

  • Accounts Payable
    Accounts Payable
    Second Anniversary Name Dropper Facilitator 1 December 2023 Challenge: Season of Giving

    @John Blasi
    I am having the same issue.

  • Leticia Perez
    Leticia Perez
    Name Dropper First Anniversary Facilitator 1

    @John Blasi Same here - Do we know if it's being worked on ?

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @John Blasi
    It could be a security update. Banks gets pulled with some of the later updates for Treasury , from the normal security group / role and you have to be assigned to a special Record Security Bank group. I'd check with one of your admin's if they go to control panel and see Record Security in the drop down. If so they may need to make a bank security group and mark which banks a group can see or make edits. Then they need to go to the 2nd tab on that screen and choose the users to assign to the bank. I had another client where they got converted overnight and their AP person lost access. We did this and they had access back immediately .

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @John Blasi Same here. All users (including solutions admins) but I have access as an Organizational Admin. Blackbaud appears to be stumped, based on the chat I have open.

  • Sue Brock
    Sue Brock
    Third Anniversary Name Dropper Facilitator 1

    @John Blasi
    I had to create a Bank Security Group under the Control Panel / Record Security and then assign the users to the group under the user security tab on the same screen. Everyone now has access.

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Sue Brock
    Can you show how to you get to the Record Security Bank group? I don't see anything like this in my Control Panel.

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Sylvia Cook From NXT, go to Control Panel > Record Security. When the page opens, you'll see two tabs: Bank Security groups and user security.

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Sue Brock Thanks for posting. I just did what you suggested and my team can access bank accounts again. Thank you to the group (Blackbaud Support didn't even think of this!)

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Shirley Wagar

    I don't see a Record Security. Guess I am back on a support ticket.

  • Gail Petsas
    Gail Petsas
    Name Dropper First Anniversary Facilitator 1

    @Sue Brock Hi, my organizational admin can not create a bank security group, she does not see record security under control panel. Is there something we are missing.

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Sylvia Cook I'm an organizational admin, so maybe that's the difference?

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  • John Blasi
    John Blasi
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Leticia Perez I have not received a status update yet.

  • Sue Brock
    Sue Brock
    Third Anniversary Name Dropper Facilitator 1

    @Shirley Wagar
    Yes, this is what my screens look like as well. I am also an organizational admin as well.

    Sue

  • Barb Abels
    Barb Abels
    Third Anniversary Name Dropper Participant Facilitator 1

    @Kevin Brazell I too am an Admin but cannot see “Record Security” nor any of our bank/CC accounts as of today.

  • LaToya Streeter
    LaToya Streeter
    Fourth Anniversary Name Dropper Facilitator 1

    @John Blasi Glad to know that I am not the only one experiencing this. I just noticed this morning. But from your post, seems to have been an issue yesterday as well. Have you had any luck with a resolution?

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    I couldn't get through to support yesterday, but I did today. What I found out is we are still waiting on the record security update and that it why I could not see it. In the meantime I had to go into shared components in database view on the group role turn off the edit/view access on one bank account, save it, and then go back in and turn it back on. That updated the ability to see the accounts in NXT.

  • Kirsten Szabo
    Kirsten Szabo
    Second Anniversary Name Dropper Facilitator 1

    @Sylvia Cook have you been fully converted to NXT? I also do not have the record security and/but have not been fully converted.

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Kirsten Szabo
    No, am I am not fully converted. Feeling like the overlooked middle child. Seems like several others are further converted. No AR, no PO and no Record Security.

  • Crystal Ratering
    Crystal Ratering
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kevin Brazell-just a bit of feedback that maybe you can share with your team. It would be great if blackbaud could alert their user's about things like this. We do use the Blackbaud Status website, but email notifications about degradation or outages would be super helpful.

  • Crystal Ratering
    Crystal Ratering
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Crystal Ratering *users ?

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