FENXT Bank Reconciliations for RENXT online gifts

Donella Robb
Donella Robb
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in Blackbaud Financial Edge NXT® General Discussions

Hello,

I haven't seen this question asked here so far, and I am wondering about a couple of things.

(1) Many online platforms that use the RENXT APIs to import gifts appear to import the gifts directly into the constituent record instead of a gift batch. I am curious to know how that impacts bank reconciliations in Financial Edge? We are currently posting from RE to the FENXT GL using the Summary option, which really only provides the batch number & post date of the batch for reconciliation purposes.

(2) This is more a question for any BB Product Managers seeing this – I am wondering what changes (if any) are anticipated for the posting to FENXT GL when that functionality moves into the RENXT web view.

Thank you!

Regards, Donella

Comments

  • Christine Robertson
    Christine Robertson Community All-Star
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    @Donella Robb One thing to note is that when gifts are imported into RE NXT, they won't have a RE NXT Batch (unless you import with a third-party tool that creates one such as Importacular or Importomatic), but all gifts being posted from RE NXT into FE NXT are assigned a posting Batch number.

  • Donella Robb
    Donella Robb
    Tenth Anniversary Kudos 2 October 2025 Monthly Challenge Name Dropper

    @Christine Robertson thankyou for that reminder :) I should have clarified that it is the RE batch number that is needed for the bank reconciliation when posting to the GL is done on a summary basis. And I am wondering what the options are when there is no RE batch number?

  • Christine Robertson
    Christine Robertson Community All-Star
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    @Donella Robb Tagging @Roopa Shivaprasad to get her input as I am more of an RE user than FE NXT.

  • Roopa Shivaprasad
    Roopa Shivaprasad
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    Thank you @Christine Robertson.

    @Donella Robb - I will try to answer best I can since each organization is different and I would need to see your set up. RE is constituent CRM and is designed for the development team's use so gifts will be under a constituent's batch. From the bank reconciliation perspective in FE, keep in mind that gifts posted from RE to FE would be gross amounts and gift fees would be journalized in FE, if paid by the organization. Next, here are some options in RE that can be set for how to group and post information from RE to FE:

    1. Recommend posting gifts in the Summary (Cash/AR Only) which would summarize the cash side but keeps the revenue side in detail. (If you want all detail for both debits and credits, post in Detail. This shows the JE reference in detail for the cash side if you need that.)

    2. In the RE Configuration→ General Ledger you can format Journal Entry reference to include certain fields in RE that appear in the dropdown as your options; check the dropdown for any field's information. This is similar to custom formatting of JE references in FE, except that you need to set this up in RE.

    3. Grouping gifts- if there is a way you need gifts grouped to help bank reconciliations, work with the development team to ask. In RE, it is possible to filter or link the RE/FE Posting to a query to pull certain gifts based on specific criteria to get the grouping you need. For example, a deposit batch.

    4. RE Gift Entry – Gift date and GL Post date. Each gift has a Gift Date and GL Post date. Are you posting from RE to FE based on Gift Date or GL Post Date? I advise using the GL Post Date.

    Let me know if this helps at all. If not, feel free to reach out to me at rshivaprasad@npact.com. Christine and I can work with you based on your specific set up.

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