Financial Edge NXT releases new features on a regular basis, so keep an eye on this space for details about the latest additions. This release of Financial Edge NXT includes the following:
Delete voided computer checks. You can now delete voided computer checks from the Pay invoices tile on the bank account record. You can specify the range of checks to delete by payment number or date. Deleted payments are removed from the Bank register.
For more information about deleting payments, see Delete Payments.
Define payment run settings. Before you print checks, you should define your default payment run settings. Payment run settings include post date, calculate discounts as of date, and post status.
To edit payment run setting, select Show print settings on the Print checks screen, then Run settings. For more information, see Payment Run Settings.
We are pleased to release the view-only version of Budgets for Financial Edge NXT! This Beta release allows you to view budgets from your database view in the web view.
In the web view, go to General Ledger, Budgets (Beta). To view a budget's scenario, select View from the row's menu or you select the scenario ID in the row.
On the scenario page, you can select to group the data by accounts, projects, or grants. When you apply a group, you can quickly view the distributions and totals for the group. By default, the Total revenue and Total expense rows appear after the list to calculate scenario amounts for each column. These features do not exist in the database view; they are new in the web view.
Note: We are introducing view-only budgets in Financial Edge NXT to help enhance and improve the feature throughout the beta period by monitoring your feedback. During Beta, we will also release new features such as the ability to add, delete, and finalize budgets in the web view. You will also be able to add alerts and select view options for standard and compact. For more information about web view features, see What's Next. To provide feedback for budgets in the web view, let us know what you think in the Community.
Budget Creator Excel Add-In
The Budget Creator add-in is an application built by Blackbaud and is available in Microsoft's Office Store. You can use this to enter budget data in a Microsoft Excel spreadsheet, and then submit the data to create a new budget in the database view and monitor it in the web view. This enables bulk data entry and saves time, especially when entering similar data.
Note: The add-in will create budgets in the web view in a future release.
Your organization's administrator must enable and activate the add-in from Applications in the web view. After the add-in is enabled and activated, all users can download and use it from Microsoft's Office Store. For more information, see Budget Creator Excel Add-In.
Note: The 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.