Beyond the Basics: True Tales of Financial Edge NXT Integration and Customization Wins

Discover how organizations as diverse as hospital foundations, leading cancer research centers, prestigious universities, and innovative K-12 schools have harnessed the power of Financial Edge NXT’s customization and integration. Hear their inspiring stories of overcoming unique challenges to achieve seamless workflows, groundbreaking efficiencies, and extraordinary successes!

You’ll hear from…

MUSC Foundation

  • Wanted a high level of front-end calculation work to be done on their reimbursement requests

  • Needed to track user permissions for other systems, live track spendable balances on front-end of reimbursement requests, and compare requests actively against AP policy/IRS limits

  • Wanted integration between financial and CRM platforms, tying data together from both to create division-level snapshots of contributions and distributions

Well-Known Cancer Research Organization

  • Found a creative use of custom fields for reporting

  • Needed to track reporting categories, project administrators, authorized signatories, and region – multitasking custom fields for integrated system permissions

  • Used custom fields to track associated projects (endowed funds with their spendable counterparts)

  • Needed to send yearly donor letters with snapshots of the endowed funds

Prominent University

  • Creatively used custom fields on records to easily split spendable versus non-spendable activity within donor restricted funds

Other Organizations

  • Outside-the-box uses of chart organizer and account structure

  • Needed to run activity reporting for individual grants

  • Implemented top-of-the-line CRM and fund accounting integration practices

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