Financial Edge NXT and PaperSave 7

Jessica Lim
Jessica Lim
Eighth Anniversary Name Dropper Facilitator 1 Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions

Does anyone use PaperSave 7 with Financial Edge NXT? Was it a smooth transition? Did you have to use a test environment to switch over to PS 7?

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  • Jeff Trzaska
    Jeff Trzaska
    Third Anniversary Kudos 2 Financial Edge NXT Fall 2025 Product Update Briefing Badge Name Dropper

    @Jessica Lim

    I would like to know too. We were interested in PS and other services, but considering the goat rodeo of the Total Web Solutions, we are holding off until they get their act together. If customer service doesn't improve, we probably won't bother with any new services.

  • Julie Goldsberry
    Julie Goldsberry
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Jessica Lim

    We use PaperSave 7 with FE NXT, but are still doing a number of functions in database view to create our payment runs each week. The switchover from PaperSave 6.11 was a goat rodeo, but a fair amount of that was on the PaperSave side - they're not the greatest either. We are currently having PaperSave review our workflow setup (since we started using them in 2019 there have been a number of improvements and they haven't kept existing customers up to date on those). If this doesn't work, we're going to look at bill.com or the like - PaperSave was acquired in the past few years by PairSoft and I like their strategy calls, but the day-to-day support is still a struggle.

  • Jann McKenzie
    Jann McKenzie
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Jessica Lim
    We have been using Papersave 7 for years and I finally started using FENXT for most things earlier this year. Papersave is a little clunky. You have to refresh an invoice sometimes to get Papersave to work. Plus you have so save an invoice when posting before you can add the Papersave document. We used to scan documents directly into FE database but so much of AP comes to us scanned to begin with that that is no longer useful. We have not tried their workflow process but may be interested. Also, Blackbaud changes their password every ninety days so Papersave starts throwing errors instead of functioning until you go in and change the password. This process is a little cumbersome and annoying.

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Jessica Lim We have used PaperSave since 2007 and then upgraded to the cloud version when we “upgraded” to FE NXT in 2021. Since we have used PaperSave for so long the thought of not having it is not fathomable. Since going to the cloud we set up a custom workflow that let's our entire staff submit invoices and personal reimbursements electronically and the invoices and supporting documents flow with the transactions. In the end the transactions get into the AP module in FE NXT electronically as well as the document images into PaperSave and linked to the invoices in FE NXT. As mentioned before, PaperSave comes with it's own issues but we are too invested with both of these systems to move away, so we deal with the idiosyncrasies.

  • Jennifer Hughes
    Jennifer Hughes
    Seventh Anniversary Kudos 2 Name Dropper Facilitator 1

    @Patricia Nowak Hi Patricia, Did you find that there were changes that needed to be made to the fields you import into FE when you upgraded from PaperSave 6 to 7? We have used PaperSave since 2018 in database and are in the process of upgrading to Papersave 7 to interface with FENXT but I came across a knowledgbase article (195737) that indicates invoices added to FENXT through SKY API do not auto populate vendor defaults from Financial Edge such as the 1099 settings. This was in reference to AvidXchange, not PaperSave but I thought PaperSave used SKY API also to connect to FENXT. We have a meeting scheduled to discuss with them, but I would really like to hear from another user if there are any unexpected changes between Papersave 6/Database view and PaperSave 7/FENXT.

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Jennifer Hughes The change from Papersave (ancient version) to PS 7, in the cloud, was actually pretty seamless. We did set up a custom workflow for invoice and expense reimbursement submission by our staff that creates the PaperSave document package that is attached to the AP invoice record in FE NXT and it also flows all of the data into the FE NXT AP module. We ended up having to pay a bit more to get our workflow “tweaked” to accommodate 1099 information as it was not originally included in the workflow. We thought that was not exactly the greatest customer service as 1099 reporting is baked into any accounts payable process, as no one is exempt from meeting their filing requirements with the IRS. Since we were an existing customer when we upgraded to PS7 the training that we initially received on the new PS7 front end and all of the menus and options was not stellar, we ended up purchasing some consulting hours to get some training. PS7 is fairly intuitive so I have been able to figure out a lot of what we have needed. If you have further questions please reach out. Thanks, Patti

  • Jennifer Hughes
    Jennifer Hughes
    Seventh Anniversary Kudos 2 Name Dropper Facilitator 1

    @Patricia Nowak
    Thank you! I would be curious if there is anything besides 1099 info that you had to tweak to accommodate the upgrade. I am very surprised that you had to pay extra to build that out when 1099 is standard in AP processing and that should have been known by a company that builds software for invoice automation.

    I wish we weren't forced to complete this upgrade right now but it is being driven completely by Blackbaud's push to make us all migrate to FENXT. It doesn't help that when we switched from Papersave being hosted onsite to hosted in the cloud, we lost the ability to import the transaction attributes on the GL. We use that field extensively for reporting and tracking expenses so that is a huge issue. It worked perfectly when we were hosted on site, but apparently it isn't possible in the cloud. So, we have to add the transaction attributes to every invoice we import though PaperSave once it gets into Financial Edge for the last 4 years.

    Anyway, thanks again for taking the time to get back to me so with your experience with Papersave, it was very helpful.

  • Jennifer Hughes
    Jennifer Hughes
    Seventh Anniversary Kudos 2 Name Dropper Facilitator 1

    Update, we had another call with Papersave and they told us they do have the ability to import transaction attributes on the GL distribution now. Also, when upgrading from old Papersave to Papersave 7, be aware that you have to add additional profile fields as the imported invoice no longer pulls the default from the vendor record for 1099 distributions. Since we are still in the process of designing and not yet officially converted, I can't say with certainty what the final result will be, but I will update this post after our conversion is complete.

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Jennifer Hughes There was one other thing that we still need to get corrected, it's not major thought, just annoying. Currently all invoices that are posted through to FE NXT using our PaperSave Workflow show me as the originator, which is not true. This is happening because I am the primary contact for our PaperSave instance. The actual backup documentation for each invoice shows who the original person is, which is definitely not me. We are in the process of creating a generic user for PaperSave and will be having step into the role field that is currently identifying me personally. Hope this makes sense.

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