The most recent content from our members.
I am trying to create a query that will allow me to make a consolidated receipt for donors who have made monthly payments to their pledge in 2025. I am able to do this consolidated receipt for recurring gifts but because these are technically payments made monthly to a pledge that query isn't pulling them, and support has…
hello, is anyone else receiving this error message when running the Aatrix system? “ Payee must have state wages/withholdings corresponding to their destination state. Confirm that the payee's destination state is set properly and that a matching state tax item is linked to the payee in question. If no wages/withholdings…
Thank you to everyone who joined us for our Tax Season webinars! For anyone who missed them, you can find the recordings here: December's webinar on preparing for tax season January's webinar on processing 1099s in Aatrix During our webinars, we had a couple frequently asked questions. We've compiled the answers here: How…
The query I pulled seems to be matching up so I think I have pulled it correctly. Aatrix has a vendor that is on the report 2 times. One of the times it is the correct number of 1750, the other time it is for $22651.05. I checked to see if the vendor is in Financial edge twice and I checked to see if the amount is pulling…
This might be a minor issue but it is one I am having a hard time fixing. When I generate my 1099 Activity Report for 2025, it is printing in landscape and not showing the total amount of the 1099's. I have it set as portrait and I generate the report as a PDF. In order to get the total amount of 1099's I have to generate…
Does anyone know how to get two names on the 1099 NEC for an organization? I have several organizations that use one name, but are DBA as another name so I need both names to appear on the 1099 NEC. I figured it out for an individual, but I can't seem to find how the fields are mapped for an organization. When I use the…
Estimated read time: 4:30 minutes Happy New Year and welcome to The Financial Post for January 2026! Every month, we bring you updates on Blackbaud Financial Edge NXT®, featuring the latest project developments and release information. If you missed it, catch up with last month's edition of The Financial Post. In This…
When we pull the 1099 report for 2025 and the vendor activity report for 2025, the numbers don't match. Additionally, the 1099 report isn't showing all 1099 vendors
When processing payments through payment assist, the payment date in FE is the date of the payment run, however the actual date on the check sent from REPAY is typically several days later. When it comes to year end 1099 processing, if there are payments processed at the end of December 2025, however the checks processed…
The ability to send annual tax statements via email in NXT is an excellent and highly valuable feature. However, the current limitations around filtering and customization make it difficult — and in some cases impossible — for organizations with complex structures to rely on it as their primary method. For organizations…
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