What's Recent

Add and manage recurring amount journal entry batches. Recurring amount batches are useful when you work with transactions that occur on a regular basis. Once you create a recurring batch, save time by using it as a template to create additional ones. For example, create a recurring amount batch to post utility bills or lease payments without creating a new batch for each instance.

From General ledger, Journal entry, you can now add, edit, and delete recurring amount journal entry batches in web view. Previously, recurring amount batches displayed on the Journal entry batches page, but you couldn't work with them. You could only identify them as recurring amount batches under Batch type.

For more information, see Add a batch.

Access and manage credit memos. From Payables, Credit memos, you can now access credit memos in web view.

With this enhancement, you can now view and manage all credit memos in a more holistic way. As with other list pages, you can manage common tasks such as add, edit, view, and delete directly from Payables.

Tip: From a vendor record, you can still access and work with vendor-specific credit memos as before.

For more information, see Credit Memos.

Online security. You can now define online security for your expense management users in web view. To define online security, go to Expense management settings, and select User settings, Edit security. Use the tabs on the left to select Purchase request security or Invoice request security.

Purchase request settings. You can now define business rules for purchase requests in web view. Business rules help you customize standard procedures and requirements to suit your organization. To define purchase request business rules, select Expenses, Settings, Business rules.

You can also apply approval rules to purchase requests in web view. Approval rules route purchase requests to selected reviewers. When you create an approval rule, specify whether the rule is for invoice requests, purchase requests, or both. This information will display in the Type column of the Approval rules grid.

Expense management settings. You can now specify default approval rules to use on purchase requests. To select a default approval rule, select Edit on the Edit my settings tile. You can also set up notifications and out of office forwarding for your purchase requests. From the Edit my settings page, under Purchase request notifications, select the types of notifications you want to receive, and when to send them.

Journal references for posting. You can now customize journal references in web view. A journal reference is a user-defined, alphanumeric code added to each journal entry transaction during batch creation. Use journal references to track details and compare transactions with source documents.

Under General ledger, Settings, Posting info, customize these journal references using prefixes for adjustments and reversals, journal values for transactions, as well as field and length details.

Note: This feature released for all subledgers except Receivables on January 29, 2024. Receivables soon followed on February 14, 2024.

For more information, see Posting Info.

Optimize fiscal years. You can now optimize fiscal years in web view. This process summarizes transaction data for a fiscal year to improve report processing speed. We recommend you optimize fiscal years when transactions are no longer being added. To optimize fiscal years, go to General ledger, Fiscal years, Manage all fiscal years, and select Optimize.

For more information about invoices, see Manage All Fiscal Years.

New budget tile on grant record. The Budget tile is now available on grant records in web view. Use the Budget tile on the grant record to add, edit, and view budget information. Budget displays a summary of budget activity information, including actual and budgeted amounts for a specified time period.

Yodlee Enhancements. If you use Yodlee for your bank and credit card feeds, there are several new features.

Tip: Yodlee is your third-party financial aggregator for bank and credit card feeds in Financial Edge NXT. For more details about the Yodlee upgrade, review Key Benefits on their website.

Refresh Online Transactions

• Download and clear on the Bank accounts page has been replaced with Refresh on individual bank account records. As a reminder, you refresh an account to download online transactions from Yodlee for the account. You can select Refresh from the row's menu in the list of bank accounts or under Online balance on the bank account record

• Refresh all on the Credit card accounts page has been replaced with Refresh on individual credit card account records. As a reminder, you refresh an account to download online transactions from Yodlee for the account. You can select Refresh from the row's menu in the list of credit card accounts or beside Online balance on the credit card account record.

Tip: Refresh was previously called Refresh transactions for credit card accounts.

Post dates for Yodlee transactions

• To help minimize duplicate transactions when refreshing Yodlee, only posted transactions with a post date from the financial institution now download to Financial Edge NXT. Be aware this may briefly indicate transactions are missing if some disappear after refreshing again. These transactions aren't missing but were removed during the refresh because they did not have a post date from the financial institution.

Yodlee Upgrade. The Yodlee upgrade is now available for some of you to improve efficiency and your overall customer experience for bank and credit card feeds. This upgrade also improves security.

Tip: Yodlee is your third-party financial aggregator for bank and credit card feeds in Financial Edge NXT. For more details about the Yodlee upgrade, review Key Benefits on their website.

Scheduling the upgrade

We're making the upgrade available in waves. For some of you, an admin at your organization will be prompted immediately to schedule it from Treasury in Financial Edge NXT. From the Bank accounts and Credit card accounts pages, a banner displays for admins with a schedule the upgrade link. Other organizations will be prompted in an upcoming wave.

• The schedule options an admin can select are:

  • Now

  • Tonight at 11:30 PM (your time)

  • Automatically upgrade on (10 days from when the upgrade is made available to your organization)

  • Specific date and time (must be within 10 days)

• During the upgrade process, your Financial Edge NXT bank and credit card accounts are unlinked from your online accounts. Be aware that after the upgrade completes, you must re-link these accounts.

After the upgrade

After the Yodlee upgrade completes, several features have changed.

• The list of bank accounts and the list of credit card accounts includes a new Online status column option you can select to display. This column determines if the account in Financial Edge NXT is actively linked to an online account or if it "Needs attention." When an account needs attention, you must take additional steps to successfully link the account to one online. For example, it's possible you need to select a checking or savings online account or you may need to update credentials for the financial institution.

  The Online status column replaces the [x] bank accounts have incomplete setup banner above the list of bank accounts and the Bank account setup is incomplete warning in the Account column. For credit cards, the column replaces the Update needs attention warning above the list of credit card accounts.

Calculate depreciation filters. To provide more control over Fixed asset depreciation calculation, you can now add filters directly from the Calculation settings screen in web view. Filters include, Assets, Classes, Locations, Departments, and Asset custom fields.

For more information, see Calculate Depreciation.

Business rules for Fixed assets. You can now manage business rules for Fixed asset transactions in web view. With business rules, you can customize standard procedures and requirements to suit your organization.

To define transaction business rules, select Fixed assets, Settings.

For more information, see Fixed Assets Business Rules.

Edit account structure. Under General ledger settings, you can now edit the account structure to update the segment order, add new segments, or increase segment length.

For more information, see Account Structure.

Bank account record: Register tab sorting improvements. On the Register tab for bank account records, we improved the way you sort recent transactions to view account balances.

Now, when you sort the list of transactions in descending order by Date, Clear date, or Post date to display the newest transaction first, Current balance displays in reverse order. The subsequent rows also now display the correct "as of" balance for each transaction in the Account Balance column, in order of newest to oldest transaction.

Tip: The most recent sort option you selected remains in place until you select a different one.

Note: To retain the previous experience, simply sort by ascending dates or by any other column.

For more information about the Register tab, see Bank Register.

Business rules for Fixed assets. You can now manage business rules for Assets in Fixed assets in web view. Business rules help you customize standard procedures and requirements to suit your organization.

For more information about Fixed assets business rules, see Fixed Assets Business Rules.

Sort and print checks. You can now specify a sort order and direction when printing checks. For example, you may want to print checks for a specific vendor first, followed by other vendors. From the Edit payment run settings screen, select a sort order and direction.

Tip: As a reminder, you edit payment run settings in Treasury. From the menu of a bank account, select Process payments and specify Computer check. After you Show print settings, select to edit the payment run settings.

For more information, see Payment Run Settings.

Project distribution report. Under Reporting, you can now run the Project distribution report in web view. This report lists all debits and credits associated with each project in either detail or summary format.

For more information, see Project Distribution Report.

Default accounts in Fixed Assets web view. You can now set up default accounts in Fixed Assets web view. Default accounts provide flexibility in designating accounts for particular transactions.

For more information, see Default Accounts in Fixed Assets.

Rename reports. You can now rename your existing reports from the Reports list page in web view. To rename a report, select Rename from the menu.

Tip: You can also update the report description from the Rename report screen.

Manage tags for financial reports. Under Reporting, you can now add and manage tags in web view. Use tags and categories to organize, filter, and manage details for your financial reports based on General ledger, Payables, Treasury, and Fixed asset.

For example, create a "Year" category and add new tags for each year you want to include. You can then associate these tags with specific reports and filter as needed. To support tagging, look for the following enhancements as you work with reports:

• From the Reports list page, select Manage tags. For General ledger, Payables, Treasury, and Fixed assets, use the menu to insert, move, edit, and delete categories and tags.

• From a report's menu on the Reports list page, select Associate tags. Search for and associate one or more existing tags with a report.

• You can mark a tag Active or Inactive. To update your selection, edit the tag.

• Tags you add through web view now display as filter options. Continue using tag filters to better organize and display reports.

Tip: As you adjust tags and categories over time, you may need to update a report's name and description. From a report's menu, select Rename.

For more information about reports, see Reporting.

Grant activity tile. Use the Activity tile on the grant record to view all project and transaction code activity associated with the grant. From this tile, you can view total revenues, expenses, gains, losses, gifts, transfers and adjustments for a fiscal year.

You can filter activity by regular, encumbrance, and fiscal year. For more information, see Grant Activity.

Budget adjustments report. Under Reporting in web view, use this report to list adjustments to account, grant, and project budgets. This report includes original budget information with adjustments and final budget information.

Budget adjustments journal report. Under Reporting in web view, use this report to list adjustments to account, grant, and project budgets for a time period you select. It can include the dates adjustments were made and who made the adjustments.

After you add a report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Budget Adjustments Report and Budget Adjustments Journal Report.

Distribution sets. Under Distribution sets from General ledger, Budgets, you can now add, edit, and delete distribution sets in web view.

Distribution sets are predefined templates that include details such as accounts, projects, transaction codes, and the amount or percentage to be used for the distribution. You select these sets from the distribution grid across feature areas (for example, when adding invoices). Prior to this release, you added, edited, and deleted distribution sets directly in database view. You could only select and apply them in web view.

For more information, see Distribution Sets.

Business rules for Fixed assets. You can now manage General business rules for Fixed assets in web view. Business rules help you customize standard procedures and requirements to suit your organization.

For more information about Fixed assets business rules, see Fixed Assets Business Rules.

Grant budget versus actual report. Under Reporting, you can now run the Grant budget versus actual report in web view. This general ledger report displays budget info and the actual activity of selected grants and accounts. Use this report to compare actual and budgeted revenue and expenses for a grant.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Grant Budget Versus Actual Report.

Transaction journal. Under Reporting, you can now add and run the Transaction journal in web view. This general ledger report lists debits and credits entered directly from General ledger, Journal entry or from another Blackbaud solution.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Transaction Journal.

Credit memo report. Under Reporting, you can now add and run the Credit memo report in web view. This report provides a detailed list of vendors’ credit memo activity, including the amount used for each vendor and the amount of credit outstanding per vendor record.

Use this report to determine all total outstanding credit memos issued to date that you need to apply before you pay vendor invoices.

Encumbrance report. Under Reporting, you can now add and run the Encumbrance report in web view. An encumbrance is an item an organization has ordered but not yet paid for. This report displays outstanding debts on purchase orders as well as the purchase order details, extended cost information, and grand totals for the detail definitions.

Increase and decrease budgets by period. Under General ledger, Budgets, you can now increase and decrease account, project, or grant budgets by periods.

To update amounts, select Increase or Decrease (respectively) from a budget's action bar. These options offer flexibility and allow for a more efficient budgeting process as changes arise. For example, you may find it helpful to copy and update a budget scenario, then compare it to the original.

For more information, see Budgets.

Export details for fields and tables. From Control panel, Fields and tables, you can now export details from Custom fields, System fields, and Tables. By exporting, you can view and use this data in a more flexible way.

To export field and table details to an Excel .XLSX file, select Export on the action bar of either tab.

Tip: From Tables, you can export the list of tables as well as the data within the tables.

Tip: If you use the Journal Entry Batch Creator add-in, use exported information such as transaction codes to create journal entries.

For more information, see Fields and Tables.

From General ledger, you can now export account, project, and grant activity details from their respective records. By exporting, you can track and analyze your organization's account, project, and grant activity in a more granular way.

As you drill through and analyze data from the Activity and Budget tiles for these records, to export details to an Excel .XLSX file, select Export on the action bar.

For more information, see Account Record, Project Record, and Grant Record.

Batch detail report. Under Reporting, you can now add and run the Batch Detail report in web view. This report provides detailed information about selected batches and transactions within those batches.

The report can include batch number, batch description, number of transactions, balance, status, date posted, who created and posted the batch, and batch notes. Transaction information includes transaction number, account number, account description, journal, journal reference, transaction date, transaction debit or credit amount, and transaction distribution details.

Budget distribution report. Under Reporting, you can now add and run the Budget Distribution report in web view. This report lists budget distributions for account, grant, and project budgets for a time period you select. You can include budget and account notes on this report. You can also include percentages and accounts with zero budgets.

Export account code details. From General ledger, Settings, you can now export account code details. By exporting, you can view and use account code descriptions, report categories, and account types (contra or control) in a more flexible way.

To export account code details to an Excel .XLSX file, under GL setup, Account codes, select Export on the action bar.

For more information, see Account Codes.

Increase or decrease total budget. Under General ledger, Budgets, you can now increase or decrease amounts for an entire account, project, or grant budget.

To update amounts, select Increase or Decrease (respectively) from a budget's action bar. These options offer flexibility and allow for a more efficient budgeting process as changes arise. For example, you may find it helpful to copy and update a budget scenario, then compare it to the original.

For more information, see Budgets.

Business rules for General ledger. You can now manage General ledger business rules in Financial Edge NXT. General ledger business rules help you customize standard procedures and requirements to suit your organization.

To define business rules, navigate to General ledger, Settings.

Note: The options that appear under Settings are based on the user’s permissions.

You can now set the following General ledger business rules in web view:

• General

• Fund

• Project

• Budget management

• Journal entry

• Transaction

• Chart organizer

• Grant

Note: Changes made to General ledger business rules do not always take effect immediately. If you encounter this, we recommend you give the system time to apply the changes.

For more information, see Business Rules for General Ledger.

Projected Depreciation report. Under Reporting, you can now add and run the Projected Depreciation report in web view. The Projected depreciation report projects deprecation for future years for selected assets.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Projected Depreciation Report.

Printing checks. To improve the check printing process, you now export checks to PDF and print checks directly from the PDF. Previously, you selected Print directly from the Print checks page and Pre-payment report.

Now you will select Export PDF from the Print checks page and Pre-payment report.

You can still print checks, you just have to export to PDF first. No other print settings have changed, so you can still access Format check settings to validate the content and alignment, or change the print date. When exported and saved, the printer will print as it is in the PDF.

Ending support for this feature enables printing across multiple browsers and helps avoid printing errors that could cause you to void payments. For example, since errors such as paper jams, low ink, or network disruptions can occur during printing, users often need to void payments and start over. In addition, some browsers don’t support check printing which leads to workflow interruptions and frustration.

1099 Activity report. Under Reporting, you can now add and run the 1099 Activity report in web view. The 1099 activity report lists payments made against invoices with assigned 1099 boxes. The info is summarized by individual box and vendor over a specified time.

Invoice History report. Under Reporting, you can now add and run the Invoice History report in web view. The Invoice History report lists invoices and their balances according to the application of payments, credit memos, and adjustments over a specified date range.

Transaction Register report. Under Reporting, you can now add and run the Transaction Register report in web view. This report lists a summary of Payables transactions during a specified date range.

Use this report to reconcile Payables transactions to the general ledger and provide a detailed list of invoice transactions, credit memo transactions, and associated general ledger distributions.

Project Budget vs. Actual report. Under Reporting,you can now add and run the Project Budget vs. Actual report in web view. The Project Budget vs. Actual report provides budget information and reports the actual activity of selected projects and accounts.

Disposal Gain/Loss report. Under Reporting, you can now add and run the Disposal Gain/Loss report in web view. This report lists all assets disposed of in a specified date range. Use this report to verify disposal transactions posted accurately to the general ledger.

Aged Accounts Payable report. Under Reporting, you can now add and run the Aged accounts payable report in web view. This report lists an aging timeline for each invoice, amounts due to vendors, and a list of open invoices and credit memos associated with selected vendors.

This report is useful on a weekly or monthly basis to confirm timely payment of invoices.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Aged Accounts Payable Report.

Under General ledger, Budgets, you can now load accounts to your budget scenarios based on one or more filters. This workflow saves time and improves your budgeting process.

Tip: To load accounts into an existing scenario, when editing, select Load accounts from a budget's action bar.

For more information, see Edit Scenario.

Statement of Functional Expenses. Under Reporting, you can now add and run the Statement of Functional Expenses report in web view. This report provides functional expense information over a specified period of time.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Statement of Functional Expenses.

Account Distribution report for Fixed Assets. Under Reporting, you can now add and run the Account Distribution report for Fixed Assets in web view. This report lists depreciation activity by General ledger account number.

For more information, see Account Distribution Report for Fixed Assets.

Journal entry batch enhancements. Based on feedback, we've made enhancements to the way you manage journal entry batch information.

• When adding and editing journal entries, you can now view additional journal entry lines.

• On the Journal entry batches page, from a journal entry's menu, you can now copy and reverse batches.

• On a journal entry batch record, you now access attachments and add-ins from a record's quick view on the right side of the screen. Previously, these were accessed through tiles on the record.

• On the journal entry batch record, you can now view 100 journal entry lines per page. Previously, you could only view 50 lines per page.

For more information, see Journal Entry.

Copy and forecast budget scenarios. Under General ledger, Budgets, you can now copy and forecast budget scenarios.

When you add a budget scenario, you can choose to copy budgeted or actual amounts from one fiscal year to another. When you copy current year actual figures, you can project actual figures for the remainder of the year. This helps create the budget for the next fiscal year based on current year activity (prior to the end of the current year).

Tip: To copy and forecast from an existing scenario, select More, Copy and forecast from a budget's action bar.

For more information, see Budgets.

Cash requirements report. Under Reporting, you can now add and run the Cash requirements report in web view. This report lists the cash amount required to meet your organization’s obligations on a specified date.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Cash Requirements Report.

Interfund sets. With this release, you can now add interfund sets in Financial Edge NXT web view! Use interfund entry sets to transfer activity between accounts in different funds and ensure distributions balance. Previously, you had to access the database view to manage interfund sets.

You add interfund sets under General ledger settings.

For more information, see Interfund Sets.

Payables reports. Under Reporting, you can now add and run the Vendor activity report in web view. This report lists transactions generated in Payables over a specified period of time.

After you add the report, you can view, edit, export, add to favorites, or delete as necessary.

For more information, see Vendor Activity Report.

Add post parameters. Based on customer feedback, we have added the ability to create new post parameters in Financial Edge NXT web view. Post parameters help ensure reliable and consistent financial reporting when posting transactions. Previously, you had to access the database view to add and manage post parameters.

To create new post parameters, select Add from the Post subledgers page under General ledger.

To post one or more subledgers, you continue to select Post from the Post subledgers page under General ledger.

Additionally, you can validate and post each parameter individually from the context menu.

Note: Credit card adjustments can now be posted along with bank account entries in Cash management. Previously, you had to use the database view for credit card adjustments.

For more information, see Post Subledgers.

SKY Add-ins for enhanced views. Your engineer can use SKY Add-ins to customize and add additional tiles on the budget record quick view (inGeneral ledger), credit memo page (in Payables), and bank account adjustment page (in Treasury). For details, see SKY Add-ins extension points.

Tip: You can also browse the Blackbaud Marketplace to find partner applications to add other actions and tiles using SKY Add-ins.

Attachments. To improve security, we removed the ability to replace a file when editing attachments in Financial Edge NXT. You can still edit attachments, but to replace a file, you must delete the old one and add the replacement file as new.

Home page enhancements. The Home page now includes 2 new tiles — Updates and Tasks.

• Updates continues to list recent Blackbaud and Financial Edge NXT announcements.

• Tasks displays a list of items for you to quickly access and add important data such as a new payable invoice, vendor, or account. An engineer at your organization can also use Blackbaud's SKY Add-ins to customize and include your preferred tasks on this tile.

  Note: The tasks that display are permissions-based. For example, Add accounts doesn't display for users without rights to create accounts.

In addition, your engineer can also use SKY Add-ins to customize and add other tiles on the page, such as a Getting started tile. For more details, see SKY Add-ins extension points: Home page.

Tip: You can also browse the Blackbaud Marketplace to find partner applications to add other actions and tiles using SKY Add-ins.

Create custom dashboards using new financial insights. For more flexibility to consume and share data, in Analysis, Dashboard builder, you can now use the following out-of-the-box insights:

• Invoice request list by approvals - With this donut chart insight, analyze the last user who approved a request. Use this insight (along with the Invoice request list by expense category table insight) to thoroughly review your expense management transactions.

• Invoice request list by expense category - With this table insight, analyze invoice requests including vendor, current status, associated approval rule, expense category, date, and amount. Use this insight (along with the Invoice request list by approvals donut chart insight) to thoroughly review your expense management transactions.

• Invoice request list by requestor - With this donut chart insight, analyze the status of invoice requests to assess which ones need attention. Filter by date range or vendor (requestor) for more details.

For more information, see Financial Insights.

Insight Designer. Insight designer (powered by Blackbaud SKY) is now available to purchase for Financial Edge NXT.s:

With Insight designer (powered by Blackbaud SKY), you can create new, custom insights for additional flexibility. With custom insights, you can:

• Design different chart types such as tables, bar and column charts, or tree maps. For more information, see Insight Types.

• Choose which facts and attributes to use. For example, you can view totals or counts based on different criteria.

• Apply filters to specific facts to narrow their focus.

Tip: As a reminder, to get started designing custom financial insights, see Financial Insights Recipes and the Insight Designer Quick Start.

With a dashboard's flexible formatting options, you can:

• Place out-of-the-box and custom insights side-by-side and adjust their sizes.

• Edit an insight's facts and attributes directly from the dashboard.

• Share dashboards with others at your organization.

Note: If you currently use Insight Designer (powered by Blackbaud SKY) with Raiser’s Edge NXT or Blackbaud Education Management, you can already create new, custom insights within Financial Edge NXT. With this release, this feature is now available for others to purchase for Financial Edge NXT.

One-time checks. You can now create one-time checks in web view. A one-time check is a direct disbursement to an organization or individual who is not a vendor in your system.

One-time check payments are used for people whom you will not make payments to again, or very rarely. This helps to limit the number of records saved in your system.

You can create one-time checks from the bank account record when you process payments. For more information, see One-Time Check.

Add multiple accounts. From General ledger in Financial Edge NXT, you can now add multiple accounts at one time. When you add multiple accounts, use filters to group or limit the number of accounts added. You no longer need to perform a global change to add the required attributes to a group of accounts.

Before accounts are created, you can preview the list. For more information, see Add Accounts.

Manage Funds. You can now add and edit funds in Financial Edge NXT.

The fund record displays information about a fund, such as description, fund ID, and transaction requirements. From the fund record, you can add notes, alerts, and view fund history. For more information, see Funds.

Lock beginning balances. You can now lock beginning balances for funds in Financial Edge NXT.

When you lock beginning balances, all balances are cleared and locked at zero. You must lock beginning balances on funds in order to post transactions. For more information, see Funds.

With this release, we made the following updates:

Dashboards and Insights

In conjunction with our partner, GoodData, we made a cosmetic change to Dashboards and Insights. Throughout these feature areas and associated help resources, the term Measure is now Fact and Calculated measure is now Calculated metric. The functionality and workflow remain unchanged.

Help Center

We're excited to introduce the Financial Edge NXT Help Center!

From the Help Center, you can:

• Search help topics.

• Access quick links to What’s New, the Idea Bank, and other information we periodically highlight such as a link to our 2022 certification opportunities or possibly new videos or tutorials.

• Browse featured highlights for user resources and upcoming events.

• Scan our announcements from the Community feed.

• Bookmark convenient links to Community, Support, Training, and System resources from the footer.

• Review help topics using a streamlined display and easier navigation from the left side.

To access the Help Center:

• To access the help center home page from Financial Edge NXT, open the help panel and select Blackbaud from the top left side of any topic.

• From a help topic in the solution, select View in our Help Center to open the topic with a full-page view in a new browser window.

• Browse featured highlights for user resources and upcoming events.

• Scan our announcements from the Community feed.

• To access the Help Center when you’re working outside of Financial Edge NXT, bookmark this URL.

With this release, we made the following updates:

Common Updates across Financial Edge NXT

Toolbar actions

Toolbar actions have new labels to make them more easily identifiable. We also added the total number of records above lists.

Filters

For all date filters, Show all is now At any time.

The Attachments filter is also now a selection. Previously, it was a menu.

Attachments

The Attachments tile includes an updated menu and a new option to filter by type.

The Attachments column on list pages also now includes a link to open the record.

Notifications

Notifications for processes such as save and delete no longer display on the bottom right of a page. However, they continue to display for processes such as exporting and reporting.

Progress indicator

A new progress status bar appears at the top of some pages to indicate where you are in a workflow or process. Previously, these displayed as steps.

Accessing records

For quicker access to records from lists, most links to quick views now open the record.

For example, in the list of deposits, the link under the Deposit column now opens the deposit record. Previously, a quick view of the deposit displayed on the right side of the list.

Alerts

You now add and edit alerts on a separate screen. Previously, you worked with alerts from the top of a record.

Notes

The Notes tile has an option to filter by type.

Deleting items

When deleting items from a row, a confirmation now displays above the item you're deleting. Previously, this appeared on a separate screen.

Labels

For quick scanning when you add or edit records, you may notice new details in footers such as Distributed, Remaining, or Transaction amount.

User display preferences

User display preferences

We released an enhancement to your user display preferences, such as tile and column order (see a full list below).

With this change, your current user display preferences are set back to their defaults. You will need to set them again, but once you do, they’ll remain in place across browser sessions and devices. This offers a more consistent experience as you work through your day-to-day tasks. Over time, if you need to update your preferences again, they will continue to remain in place.

Here are a few more examples of user display preferences that you'll need to reset:

• Column location above order for a list

• Sort order for a list

• Filters

• Tile location on a page

• Expanded and collapsed tiles on a page

• Tab selections for pages in Settings and Reporting

With this release, we made the following updates:

Payables

Invoices

• For easier access, we removed a record's quick view for invoices. To go directly to a record from a list, select a link under the Invoice column.

• We've made several changes to the invoice record page:

For quick access, the vendor name that appears under the invoice page header is now a link to the vendor record.

Invoice information, including Status, Posted, and Invoice date fields, now displays on the right side of the summary. Previously, this information displayed under the page header.

• Distribution information now appears on its own tab. Previously, you selected Extended view on the Distributions tile to access the larger display.

• The Add an alert button is now Add alert.

Invoice distributions

• When adding or editing distribution information for invoices, we have made the following enhancements to the distributions grid.

The More button displays above the grid for you to select account distribution sets, distribute evenly or by percent, or delete all distributions.

• When entering distribution information, the data saves automatically when you save the record. You previously selected Add distribution, but this button has been removed.

The grid includes a new Custom fields column for you to add and edit custom fields on a new screen. You previously managed these in a separate grid that displayed below the distributions.

The grid also includes a new Split column for you to split distributions. Previously, displayed in multiple columns for projects, classes, grants, and transaction codes.

When you access a split screen, the Account and Description information in the header is new for identification purposes.

Vendors

• The Add an alert button is now Add alert.

• For easier access, we removed a record's quick view for vendors. To go directly to a record from a list, select a link under the Vendor column.

• The vendor record now opens full screen by default.

• The Activity summary page links back to the vendor record.

• We've made several changes to the vendor record page:

The Tax ID number field now displays on the right side of the summary. Previously, this information displayed under the page header.

• Default distribution information now appears on its own tab. Previously, you selected Extended view on the Default distributions tile to access the larger display.

Credit memos

• The Add an alert button is now Add alert.

• For easier access, we removed a record's quick view for credit memos. To go directly to a record from a list, select a link under the Activity tile.

• The credit memo record now opens full screen by default.

• We've made several changes to the credit memo record page:

The Posted status now display on the right side of the summary. Previously, this information displayed under the page header.

The credit memo record links back to the vendor record.

Distribution information now appears on its own tab. Previously, you selected Extended view on the Distributions tile to access the larger display.

Credit card activity

• The total number of transactions are now on the right hand side of the page below the charge and credit totals (as shown below).

• On the Filters screen, the Status filter is now under Transaction.

• On the Filters screen, Attachments is now on the left side. Attachments is a selection (previously a menu).

• Transaction statuses display descriptive text.

• When adding or editing general ledger distribution information for credit card activity, we have enhanced the page to use a distributions grid.

A More button displays above the grid for you to select account distribution sets, distribute evenly or by percent, or delete all distributions.

• When entering distribution information, the data saves automatically when you save the record. You previously selected Add account distribution, but this button has been removed.

The grid includes a new Custom fields column for you to add and edit custom fields on a new screen. You previously managed these in a separate grid that displayed below the distributions.

The grid also includes a new Split column for you to split distributions. Previously, displayed in multiple columns for projects, classes, grants, and transaction codes.

When you access a split screen, the Account and Description information in the header is new for identification purposes.

With this release, we made the following updates:

Microsoft Office Changes

As of February 28, Microsoft Office applications are no longer available in the database view. If you need assistance adapting to the changes, visit our Customer resource page.

Treasury: Bank Accounts

Lists

• We made minor changes to the text that appears before you connect to financial institutions and on the screen when you disable bank feeds.

• After you connect to a bank feed, the details now appear at the top of the page instead of in a tile. The details include new headers and an updated arrangement. Also, Manage feeds is now a link rather than a button.

Records

• The bank account record now includes three tabs (Bank account, Register, and Bank feed) to make register and bank feed information more prominent and discoverable. Previously, you opened the register and bank feed on the toolbar or the menu of a bank account.

  Note: Since the actions you take from each tab are different, the buttons appears below the tabs. In other areas of Financial Edge NXT, buttons appear above tabs.

• We made minor changes to the text and arrangement of online balance information at the top of the record.

• Summary bank account information moved from the top of the page to Details tile on the bank account record.

• We made no changes to Process payments, other than small changes to the text that appears on the screens.

• Reconcile now appear as a button on bank account records. Previously, you selected it from the More actions option.

  • In step 2, when you match bank feeds:

    • The filter options under Bank feed and Bank register now always display. Previously, you selected the filter icon.

    • We made minor text changes to the fields in the status bar.

  • In step 3, when you review the register:

    • The filter options are organized under tabs and include minor text changes to the labels. Previously, the options were organized into drop down menus.

    • When you select Columns, the column order matches the order you arrange them in on the tile. Previously, they were in alphabetical order.

• Now when you select Edit from a bank account record, you scroll through all the fields on a single form. Previously, the fields were divided into collapsible sections.

• Under Adjustment categories, when you add an adjustment category, we made the following updates:

  • Adjustment dates, Adjustment types, and Post status are selections (previously menus).

  • We updated the Distributions grid that appears on the Add adjustment category screen. For more information distribution enhancements, see What's Recent.

• We made no changes to Subledger settings, other than small changes to the text that appears on the screens.

• Under Pay invoices,

  • You now filter invoices by date on a separate screen. Previously, you filtered invoices by date at the top of the Pay invoices tile. The option to filter invoices by Today + n number of days has also been removed.

  • Options moved to the top of the Pay invoices tile. Previously, they were at the bottom.

• Under Bank feeds history, and on the Bank feeds history page:

  • When you select Columns, the column order matches the order you arrange them in on the tile. Previously, they were in alphabetical order.

  • On the Bank feeds history page, we updated the filters.

    • Under Bank, Select bank account is a button instead of a link.

    • Under Download date:

      • The Select downloaded by user link is now the Downloaded by user button. When you select it, there's a new Filter button for the Show all, Active, and Inactive options. Previously, the options displayed without the button.

Distributions

In Bank accounts, you can create a default distribution when you add or edit adjustments and adjustment categories.

• We moved additional options (More button) above the grid. You can apply account distributions, distribute evenly, or delete all distributions.

• We added a new Custom fields column to the distributions grid. When custom fields exist, you can view all the custom fields associated with the account.

• The grid now includes a Line column that uses a number to identify each "line" in the grid.

• When entering distribution information on a line, you no longer need to select Add distribution. This button is removed. Your data will save automatically when you save the record.

• Split information now displays in the Distributions grid.

• When you do access a split screen, the Account and Description information in the header is new. This is for identification purposes.

• To remove data in a specific distribution row, you can select the new trashcan icon at the end of the row. If you need the information back, select Cancel for the add or edit screens. Don't save your changes.

  Tip: The icon may not display for each distribution row.

  For more information, see Distributions.

Register

The bank account register displays information about every transaction for a particular bank account.

• Register information now displays on a separate tab on the bank account record. Previously, you opened the register from Open register on the toolbar or the menu of a bank account.

• Summary bank account information moved from the top of the page to Details tile on the bank account tab.

• When you select Columns, the column order matches the order you arrange them in on the tile. Previously, they were in alphabetical order.

• We updated bank register filters:

  • Under Transactions, the Select subledger link is now the Select subledgers button.

  • The filter options include minor text changes to the labels.

• When you select Add from a bank register to add an adjustment, you now scroll through all the fields on a single form. Previously, the fields were divided into collapsible sections.

Bank feed

When bank feeds are enabled for an account, this tab displays information specific to the bank account, such as current balance, last reconciled balance and date, and ending balance. From the bank feed, you can also quickly reconcile and view reconciliation history for the bank account.

• Bank feed information now displays on a separate tab on the bank account record. Previously, you opened the bank feed from Open bank feed on the toolbar or the menu of a bank account.

• Summary bank account information moved from the top of the page to Details tile on the bank account tab.

• We updated bank feed filters:

  • The option to filter by Last # of days is no longer available.

  • The Select a matched by user link is now the Select user button.

• The bank feed grid includes an updated look and feel, and a new icon for unmatched transactions.

With this release, we made the following updates:

General Ledger: Journal Entry

Lists

We updated page filters under Batch:

• Batch balance changed to a selection (previously a menu).

Journal entry batch

When you create or edit a journal entry batch, we made the following enhancements:

• Batch status is now a selection (previously a menu).

• Under Batch defaults, Show custom fields in journal entry and Show notes in journal entry are now above the Journal entry defaults grid.

• When you add a batch default:

  • The grid now includes a Notes column. Select the Note icon to add a new note.

  • You can manage custom fields from the Custom fields column. Previously, you worked with custom fields from the grid.

  • The option to split distributions now displays in its own column in the grid.

  • When you access the Split distributions screen, the Account and Description information in the header is new. This is for identification purposes.

• When you add a journal entry to the batch:

  • The grid now includes a Line column that uses a number to identify each "line" in the grid.

  • The grid now includes a Notes column. Select the Note icon to add a new note.

  • You now manage custom fields from the Custom fields column. Previously, you worked with custom fields from the grid.

  • The option to split distributions displays in its own column in the grid.

  • When you access the Split distributions screen, the Account and Description information in the header is new. This is for identification purposes.

• To add another journal entry batch when you are finished, you now select Save and new batch.

With this release, we made the following updates:

Custom Dashboards and Insights for Analysis

Create custom dashboards using out-of-the-box insights

For more flexibility to consume and share data, in Analysis, Dashboard builder, you can now design custom dashboards using out-of-the-box insights. For more information, see Financial Insights.

To help customize an insight when you add it to a dashboard, you can:

• Apply filters to it or the entire dashboard.

• Override the default attributes and criteria.

In Analysis, Dashboards, you can now choose to view shared dashboards with pre-configured dashboards — such as Payables and Metrics. To streamline your experience, you can also remove pre-configured dashboards you don't use.

Note: While you can still use dashboards through Analysis, Dashboards, custom dashboards and out-of-the-box insights in Analysis, Dashboard builder offer more robust metrics.

Note: Admins, in Control Panel, Security, you can choose which roles can access Analysis, Dashboard builder. For more information, see Dashboard Builder Security. You can also choose which pre-configured dashboards a role can access. For more information, see Analysis Security.

For more information, see Dashboard Builder.

Create new custom insights for analysis

Note: If you currently use Insight Designer (powered by Blackbaud SKY) with Raiser’s Edge NXT or Blackbaud Education Management, you can create new, custom insights within Financial Edge NXT. In a future release, this will be more widely available to purchase for Financial Edge NXT.

With Insight designer (powered by Blackbaud SKY), you can create new, custom insights for additional flexibility. With custom insights, you can:

• Design different chart types such as tables, bar and column charts, or tree maps. For more information, see Insight Types.

• Choose which measures and attributes to use. For example, you can view totals or counts based on different criteria.

• Apply filters to specific measures to narrow their focus.

Tip: As a reminder, to get started designing custom financial insights, see Financial Insights Recipes and the Insight Designer Quick Start.

With a dashboard's flexible formatting options, you can:

• Place out-of-the-box and custom insights side-by-side and adjust their sizes.

• Edit an insight's measures and attributes directly from the dashboard.

• Share dashboards with others at your organization.

With this release, we made the following updates:

Treasury: Deposits and Payments

Navigation

To provide visibility for cash receipt payment navigation, you now access the list of deposits and payments from Treasury, Deposits and payments. Previously, you accessed these lists from Treasury, Deposits.

Deposits

• For easier access, we removed a record's quick view for deposits. To go directly to a record from a list, select a link under the Deposit column.

• Several changes have been made to the deposit record page:

  For quick access, the bank name that appears under the deposit page header is now a link to the bank record.

  Deposit information now displays on the right side of the summary. Previously, this information displayed under the page header.

  The new Payments tile has replaced the Deposit detail tile. Here, you now add new payments for the deposit, search the list of payments, and view the deposit’s projected and actual amounts and the projected and actual number of transactions. You previously added payments from the deposit record action bar.

  The new Details tile includes the deposit ID, description, and subledger information. This previously displayed on the summary.

  Distribution information now appears on its own tab. Previously, you selected Extended view on the Distributions tile to access the larger display.

Payments

• For easier access, we removed a record's quick view for payments. To go directly to a record from a list, select a link under the Payment column.

• Several changes have been made to the payment record page:

  The new Print on receipt field has replaced the Address field when you add a payment. Use this field to print anything you want on a receipt. For example, you can print "Sent a copy of receipt to your employer for matching gift."

  To add a note to a payment record, you now use the new Note tile. You previously added a note when you created the payment and it displayed on the Details tile.

  The Details tile also displays the description and payment method information. Previously, this displayed on the summary.

  Distribution information now appears on its own tab. Previously, you selected Extended view on the Distributions tile to access the larger display. For detailed information about distribution enhancements, see Payment distributions below.

Payment distributions

• When adding or editing distribution information for payments, we have made the following enhancements to the distributions grid.

  The More button displays above the grid for you to select account distribution sets, distribute evenly or by percent, or delete all distributions.

  The grid include a new Line column to easily identify a "line" in the grid using a number.

  When entering distribution information, the data saves automatically when you save the record. You previously selected Add distribution, but this button has been removed.

  The grid also includes a new Custom fields column for you to add and edit custom fields on a new screen. You previously managed these in a separate grid that displayed below the distributions.

  The grid also includes a new Split column for you to split distributions. Previously, displayed in multiple columns for projects, classes, grants, and transaction codes.

  When you access a split screen, the Account and Description information in the header is new for identification purposes.

With this release, we made the following updates:

Treasury: Credit Card Accounts

Lists

• The Credit card feeds and Blackbaud Purchase Cards tiles have been removed. Info in these tiles still displays at the top of the page.
  

• We made no changes to Manage feeds other than small changes to the text that appears on the screens.

• We updated page filters under Card:

  • Status changed to a selection (previously a menu).

• We updated page filters under History:

  • Under Date last changed and Date created, Show all has been updated to At any time.

  • Select a changed by user is now Select user.

Records

• The record now includes two tabs, Overview and Register, to make register information more prominent and discoverable. Previously, you opened the register from Open register on the toolbar or the menu of a credit card account.

• Summary credit card account information now appears in the Details tile on the credit card account record.

• Under Adjustment categories, when you add an adjustment category, we’ve made the following updates:

  • Adjustment dates, Adjustment types, and Post status changed to selections (previously menus).

  • We also updated the Distributions grid that appears on the Add adjustment category screen. For more information distribution enhancements, see Distributions below.

• Under Credit card feed history, you can now select to filter information with credit card feed history filters. Previously, these filters were only available from the Credit card feed history page. We’ve updated page filters under Refresh:

  • Status changed to a selection (previously a menu).

  • Select a Refreshed by user is now Select user.

Distributions

In Credit card accounts, you can create a default distribution when adding an adjustment category.

• We moved additional options (More button) above the grid. You can select to apply account distributions, distribute evenly, or delete all distributions.

• We added a new Custom fields column to the distributions grid. When custom fields exist, you can select to view all the custom fields associated with the account.

• The grid now includes a Line column that uses a number to identify each "line" in the grid.

• When entering distribution information on a line, you no longer need to select Add distribution. This button was removed. Your data saves automatically when you save the record.

• Split information now displays in the Distributions grid.

• When you do access a split screen, the Account and Description information in the header is new. This is for identification purposes.

• To remove data in a specific distribution row, select the new trashcan icon at the end of the row. If you need the information back, select Cancel for the add or edit screens. Don't save your changes.

  Tip: The icon may not display for each distribution row.

  For more information, see Distributions.

Register

The credit card account register displays information about every transaction for a particular credit card account.

• Register information now displays on a separate tab on the credit card account record. Previously, you opened the register from Open register on the toolbar or the menu of a credit card account.

• You can select to close a credit card account while on the Register tab. To close a credit card account, select Close account from the toolbar. Previously, you were unable to close credit card accounts from the credit card account register.

With this release, we made the following updates:

Fixed Assets - Settings

Asset classes

• Toolbar actions are now easier to identify with new labels.

• When deleting Asset classes from a row, a confirmation now displays above a row instead of on a separate screen.

• We updated the Distributions grid that appears on the Asset class. For detailed information about distribution enhancements, see Distributions below.

Depreciation methods

We made no changes to Depreciation methods settings other than a small change to the text that appears on the page.

Depreciation years

• Toolbar actions are now easier to identify with new labels.

• When deleting Depreciation years from a row, a confirmation now displays above a row instead of on a separate screen.

Fixed Assets - Lists and Records

• On the Assets list page, toolbar actions are now easier to identify with new labels.

• When you add an asset, we added a new status bar at the top of the page to indicate where you are in the add process. Otherwise, no changes were made.

Asset records

• Asset information now appears in the top right corner of the page, and distribution information now appears on its own tab instead of a tile. For detailed information about distribution enhancements, see Distributions below.

• Notes and Actions tiles now appear separately on the Asset record. Previously, these were combined under Notes and actions. You can also filter by note or action type.

Fixed Assets - Transactions

• On the Transactions list page, toolbar actions are now easier to identify with new labels.

• Distribution information now appears on its own tab instead of a tile. For detailed information about distribution enhancements, see Distributions below.

• Post status filters for transactions are now checkboxes.

• When you select the columns you want to show on the Transactions list page, we added a new Show only selected items checkbox.

Transactions records

• Summary information for transactions remains at the top of the page, but has shifted alignment.

• Distribution information now appears on its own tab instead of a tile.

We also updated the Distributions grid that appears on the Add transaction screen. For detailed information about distribution enhancements, see Distributions below.

Fixed Assets - Distributions

In Fixed Assets, you view and manage distribution information on transactions, assets, and asset classes.

• When viewing distributions information, assets and transactions now display distribution information on a separate tab. Previously, you selected Extended view to access the larger display.

• Interfund entry set now displays above the distributions grid.

• For records that appear as links, you can drill into the data for more detail.

• The Show history button was replaced with Most recent distributions.

• We added a new Custom fields column to the distributions grid. When custom fields exist, you can select to view all the custom fields associated with the account. Previously, you selected Show more.

When adding or editing distribution information, we made the following enhancements to the distributions grid:

• We added additional options (More button) above the grid. You can now select to hide or show credit and debit account columns. This makes both data entry and reviewing distribution information faster.

• The grid now includes a Line column that uses a number to identify each "line" in the grid.

• When entering distribution information on a line, you no longer need to select Add distribution. This button was removed. Your data saves automatically when you save the record.

Split information now displays in the Distributions grid.

• When you access a split screen, the Account and Description information in the header is new. This is for identification purposes.

Blackbaud ID

With this release, for those of you hosted in a data center, to simplify your login process and comply with the latest software security standards, you will no longer need to enter Citrix credentials when accessing database view.

From Database , Open database view, use the new Citrix access page to open your databases, Crystal Reports, hosted files, and regional settings. Previously, you entered a Citrix login and password before you could open these areas of the program.

Although this update streamlines your experience, there are a few changes to be aware of:

• Admins must now send invitations from Control panel, Security to each user so they can link their account to a Blackbaud ID. For example, users who previously navigated directly to the Citrix login page to open database view should now log in from web view and select Database , Open database view. For more information, see Users.

Tip: We recommend you configure and enable Windows authentication for each existing database view user before you send invitations. If you don’t, those users may notice color preferences, file locations, column selections, and other settings reset to default when they log in with their web view credentials for the first time. For information about how to set up Windows authentication, see this Knowledgebase article.

Note: Users with multiple accounts in the database view, such as for supervisor and regular access, must use separate Blackbaud IDs for each account.

• To access hosted files — such as exports, media files, and Microsoft Word merges — shared in your secure file transfer protocol (FTP) location, you now use automatically generated login credentials instead of Citrix credentials. To view the details required to access the FTP location for each database, select Database view options from top right corner of the Citrix access page.

• To view your database number, such as for third party integrations, select Database view options from the Citrix access page. Previously, you contacted Support for this information.

• To download Citrix Workspace, such as before a user opens the database view the first time, select Install Workspace from the Citrix access page.

With this release, we made the following updates:

Lists in Budgets

• Toolbar actions are now easier to identify with new labels.

• We updated a page filter under Attachments. Attachments has changed to a selection (previously a menu).

• We updated page filters under Scenario.

  • Budget type and Status changed to selections (previously menus).

  • Finalized is now Budget scenario and has changed to a selection (previously a menu).

• When adding a budget scenario, note that Scenario ID is now a search field (previously a menu).

Records in Budgets

• Toolbar actions are now easier to identify with new labels.

• Summary information for records remains at the top of the page, but has shifted alignment.

• From a budget record, you can now work with attachments and adjustments separately. Previously, these tasks were combined on the same screen.

• For budget adjustments, some columns (such as accounts, projects, and grants) now include links to their respective records.

• When editing a budget, you can now search for grants under the Grant column. Previously, grants were listed in a menu.

• When editing a budget, note that we updated headers to read more easily. For example, the header Edit Development budget Fiscal year: 2022 now display as Edit Development budget for 2022.

• We updated a filter under Grants. You can now choose Select grants to determine which grants to include (previously, all grants initially displayed).

Common updates in Budgets

• Notification messages for processes such as save and delete no longer display on the bottom right side of a page. However, notifications continue to display for processes such as exporting and reporting progress.

• We removed unnecessary descriptions for columns with intuitive labels.

• Labels on confirmation screens more clearly reflect the action being taken, such as Delete and Cancel (instead of Yes and No).

• Error validations now display above Save instead of on a separate screen. For example, when editing a budget, some validation errors now display above Save.

With this release, we made the following updates:

1099 tax form updates

To accommodate recent IRS tax form changes, we added the NEC – Direct sales of $5,000 or more checkbox under 1099s on the vendor record, and re-labeled the MISC – Direct sales of $5,000 or more checkbox. In addition, “Fish purchased for resale” is now an option when selecting 1099 box numbers.

These updates will also display under 1099s on invoices and credit memos.

For more information about end-of-year tax forms, check out these helpful resources.

Lists in General ledger - Accounts, Projects, and Grants

• Toolbar actions are now easier to identify with new labels.

• We updated a page filter under Attachments (for projects and grants). Attachments has changed to a selection (previously a menu).

• We updated page filters under History (for accounts, projects, and grants):

  • Under Date last changed, Show all has been updated to At any time.

  • Select a changed by user is now Select user.

  • Under Date created, Show all has been updated to At any time.

  • Select a created by user is now Select user.

• We updated a page filter under Custom fields. Add a filter is now Add custom field filters.

• When you choose to display the Attachments column in a list (for projects and grants), the attachment number is now a link directly to the record where you can view attachment details.

• For easier access, we removed a record's quick view (for accounts, grants, and projects). To go directly to a record from a list, select a link under the following columns:

  • Account (account records)

  • Project ID (project records)

  • Description (grant records)

Records in General ledger - Accounts, Projects, and Grants

• Under Activity and Budgets (for account and project records), you can now select to show or hide Filter.

• Summary information for records remains at the top of the page, but has shifted alignment.

• You can now add and edit alerts using a separate screen. Previously, you worked with alerts from the top of a record.

• Tiles (for account, grant, and project records) with only a small number of columns now display all columns (previously, you could choose which columns to display).

• Under Contacts (for grant and project records), you can now add or edit contacts using a separate screen. Previously, the ability to add or edit was embedded in the Add record or Edit record screens.

• Under Custom fields (for account, grant, and project records), you can now add or edit custom fields using a separate screen. Previously, the ability to add or edit was embedded in the Add record or Edit record screens.

• Under Projects (for grant records), you can now add or edit projects funded by a specific grant using a separate screen (using checkboxes to select or deselect). Previously, the ability to add or edit was embedded in the Add record or Edit record screens.

• Under Transaction defaults (for account records), you can now edit transaction default codes using a separate screen. Previously, the ability to edit was embedded in the Edit record screen.

• Under Balance sheet (for project records), toolbar actions are easier to identify with new labels.

• Under Attachments (for grant and project records), toolbar actions are easier to identify with new labels and updated menu options. You can also filter by attachment type.

• Under History (for account, grant, and project records), toolbar actions are easier to identify with new labels.

• When accessing activity, budget, and balance sheet details from a record page, we updated headers to be more descriptive.

• You can now work with Notes and Actions separately (for grant and project records). Previously, these were combined under Notes and actions.

• Under Notes, you can now filter by note type (for account, grant, and project records).

• Under Actions (for grant and project records), toolbar actions are easier to identify with new labels and updated menu options. You can also filter by action type.

• When deleting items from a row, a confirmation now displays above a row instead of on a separate screen.

Common updates in General ledger - Accounts, Projects, and Grants

• Notification messages for processes such as save and delete no longer display on the bottom right side of a page. However, notifications continue to display for processes such as updating the description for all accounts and reporting progress.

• We removed unnecessary descriptions for columns with intuitive labels.

• Labels on confirmation screens more clearly reflect the action being taken, such as Delete and Cancel (instead of Yes and No).

• Error validations now display above Save instead of on a separate screen. For example, when saving account details from the Add account screen, validation errors now display above Save.

With this release, we made the following updates to General ledger settings:

You can now work with fiscal year and general ledger settings from General ledger, Settings. Previously, these were located under Control panel, Settings.

On the General ledger settings page, look for the following enhancements:

• Left navigation has changed.

• For Account codes, the placement of the All categories filter has shifted to be more prominent. Previously, this displayed after you selected Filters .

• Notification messages for processes such as save and delete no longer display on the bottom right side of a page. However, notifications continue to display for processes such as updating the description for all accounts.

• When deleting items from a row, a confirmation now displays above a row instead of on a separate screen.

Visual Chart Organizer

We updated General ledger, Chart organizer to include slight changes in the way information is presented.

• Toolbar actions are now easier to identify with new labels.

  • Actions changed to Add.

  • Add, Start a new template changed to Add template.

  • Add, Start a new template based on defaults changed to Add template based on defaults.

  • Add, Export to Excel displays as Export directly on the toolbar.

    Tip: For quick data entry, under Add, use keyboard arrows to toggle between the options.

• When choosing columns, use the Show only selected columns checkbox.

• When you work with validation and financial statement reports, note the following:

  • You can still choose to add or edit a validation report, or edit a financial statement report. However, you'll notice slight differences as you move through these processes.

  • When running a report, the Select button changed to Run.

  • An updated toolbar now displays at the bottom of report pages.

Post subledgers

We updated General ledger, Post subledgers with minimal changes to the way information is presented. For example, validation reports now display an updated toolbar at the bottom of the page.

With this release, we made the following updates to Fields and tables settings, under Control panel:

• We updated the toolbar actions with new labels to make them easier to locate.

• To open and view a table, you now select View from the context menu.

• When viewing table entries on the Tables page, you now access the filter options above the list on the right hand side of the page (as shown below). Your filter options include Show all, Active, or Inactive.

• When you delete an item from the list, the delete confirmation now appears directly on the list item, instead of opening a new window.

With this release, the following Reporting changes were made:

• Updated toolbar actions with new labels to make them more easily identifiable.

• Added the total number of records.

• Added Only show selected items to column selection.

• Rearranged the order of items in the column list to be more intuitive.

• Streamlined the list menu to:

Edit

Run

Export Excel data

Add to favorites

Delete

• We've made it easier to navigate to the report settings you want to edit. Report settings now display in an upgraded vertical view by default.

• You now add a report in two steps, with parameters in the vertical view and settings on the right.

• Requested reports now displays on the bottom right so you can view, print, or export the report to PDF, Excel, or Word.

1099-MISC form change. To provide clarification, Box 9 checked on the 1099-MISC form has been re-labeled Direct sales of $5000 or more. This displays when you add 1099 information for a vendor and on their record page under 1099 information.

For more information about end-of-year tax forms, check out these helpful resources.

Upgrade your training subscription online. It’s now easier to upgrade your training subscription with Blackbaud University. As of January 20, 2021, Blackbaud Financial Edge NXT customers can upgrade to a Learn More subscription to access over 60 on-demand and virtual instructor-led courses at the push of a button. Interested in upgrading to a Learn More subscription? Click here to receive your custom price and start training today.

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