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Financial Edge NXT Journal Entry Excel Add-In

To extend the functionality of Financial Edge NXT, your organization can use additional applications created by Blackbaud, providers in the Blackbaud Partner Marketplace, someone at your organization, or approved external developers. These applications securely access your Financial Edge NXT data via the SKY API, so you can do more with your accounting efforts.

The Financial Edge NXT Journal Entry Excel Add-In is an application built by Blackbaud and is available in Microsoft's Office Store as an add-in. With the application, you enter transactions in a Microsoft Excel spreadsheet which you can then submit as a new journal entry batch to Financial Edge NXT. This integration enables flexible data entry (in bulk) and saves time, especially when entering similar data.

To use the application, it must be approved by a tenant administrator. A tenant administrator is a user within your organization that is part of the Supervisor security group. Administrators provide approval for applications, including the Financial Edge NXT Journal Entry Excel Add-In, by activating the application within the Applications area of Financial Edge NXT. You can then download the add-in from Microsoft's Office Store.

Note: The Financial Edge NXT Journal Entry Excel Add-in only works with Microsoft Office 2016 or higher. You can choose to use the Excel add-in from Microsoft Office 365 or from your desktop version.

For information about working with journal entry batches in Financial Edge NXT, see Journal Entry.