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Get Started with Financial Edge NXT

Follow this step-by-step new user guide to get started using your database!

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Welcome a'baud! Let's introduce you to the amazing resources at your fingertips now that you're live with Financial Edge NXT. We'll reference these throughout this Get Started Guide as we explore must-see resources for the topics we'll cover. For more information on how to use these resources, check out the Resource Guide on this page. 

10822_CS_Icon_Success_2.jpg Customer Success Sessions
10822_CS_Icon_HowToDoc.jpg How-to Documentation
10822_CS_Icon_Community_2.jpg Blackbaud Community
10822_CS_Icon_KB.jpg Knowledgebase
10822_CS_Icon_Training_3.jpg Blackbaud University instructor-led training (available through a Blackbaud Learn subscription)
10822_CS_Icon_eLearning_2.jpg Blackbaud University free eLearning
10822_CS_Icon_Support_2.jpg Chat with Support

This ten-step guide will get you ready to start using Raiser's Edge NXT to its fullest potential:

Step 1

Logging in, navigating your solution, and Blackbaud

The first thing you’ll need to do to harness the goodness of Financial Edge NXT is log in! One key to logging into Financial Edge NXT is setting up your Blackbaud ID, if you haven’t already done so. You’ll also want to familiarize yourself with how to become an admin, navigate your solution, and understand security in your Financial Edge NXT solution. Or perhaps, simply understand how to navigate Blackbaud.

Get Started
10822_CS_Icon_KB.jpg 
Get started using Financial Edge
10822_CS_Icon_Success_2.jpg How do I become a Solution Admin?
10822_CS_Icon_Community_2.jpg Basics of Financial Edge NXT

Take it to the NXT Level 
After you get familiar with your new solution, learn how to manage security in Financial Edge NXT.
Security in Financial Edge NXT
How to Navigate Blackbaud

Step 2

Set Your Foundation with Fundamentals

We want you take a tour through Control Panel—the powerhouse area for all administrators.

Get Started

 Module Overview (10 Minutes)
 Control Panel Walkthrough
 Basics of System Concepts

Take it to the NXT Level

Dig deeper into understanding business rules and configuration for Financial Edge NXT. Learn how to master lists and filters in your financial software.
Understand your system with Business Rules and Configuration
Find what you need with Lists and Filters

Step 3

Adding Team Members

Let's take a look at roles and permissions when inviting new users to your Financial Edge NXT solution. In addition to considering your user roles and permissions, it is also important for anyone using your accounting software to complete the Fundamentals training through Blackbaud University.

Get Started
How to set up roles and permissions
 
Invite employees to log in to Blackbaud.com
Invite new users to Financial Edge NXT

Take it to the NXT Level 
Review all Blackbaud University Financial Edge NXT courses
Basics of Finance for nonprofit accounting
Watch these quick demos for understanding basic tasks in Financial Edge NXT

Step 4

Introduce Yourself!

Take the opportunity to connect with your fellow Financial Edge NXT users. Introduce yourself Financial Edge NXT Community.

Get Started

Using your Blackbaud ID, login and join the Community
On the Discussions page, click "Add Topic" and introduce yourself or ask a question
Learn how to update your Community Settings on the help page

Step 5

Getting to Know the General Ledger

General Ledger is the backbone of Financial Edge NXT. Financial Edge NXT is at its root a subledger system, and as such, General Ledger is the link to everything.

Get Started

Step 6

ABC’s of Records

Understanding the common record structure will help you build a foundational understanding and bring everything else together. Gaining expertise in records will also cut down on errors and unnecessary information clutter.

Get Started

Step 7

Payables

If you're an Accounts Payable user, learn the basics around Vendors, Invoice recording, and payment processing.

Get Started

Step 8

Understanding Your Treasury

Now that we’ve learned the core concepts of Accounts Payable, let's dig into our banking needs. Treasury is where you’ll find your bank feeds, payment processing, bank reconciliations, and check creation/customization. Whether you’ll be in Treasury every day or once a month, these resources will be crucial in helping you and your users get a better grasp on how Treasury will impact your usage of Financial Edge NXT.

Get Started

Step 9

Analysis

Reports help you evaluate your financial position as well as understand your organization’s growth and progress. Learn the tools, processes, and best practices when it comes to report creation inside of Financial Edge NXT.

Get Started

Reporting in Financial Edge NXT
Basics of Reports (with practice)
The Best Reports and When to Use Them

Take it to the NXT Level

Step 10

Putting It All Together

Now that we have built up the basics, let’s explore some additional modules like Expense Management, Fixed Assets, and Cash Receipts. Then, review some additional best practices to help you keep your system organized.

Get Started

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Congratulations!

You've made it through the new-user guide to getting started with Financial Edge NXT. We hope this helped get to know your database better, as well as help you understand where to go when you need help!

What do I do now? 

The Customer Success team offers an on-demand resource library as well as monthly live interactive sessions. We're here to help you continually optimize your workflows and help you tackle the busiest of times with seasonal topics.

Have a Blackbaud University Learn® training subscription? Explore the complete list of Financial Edge NXT courses for even more courses. 

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People in 164 countries are raising billions for the causes they care about. See how you can, too!


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Lorem Ipsum

People in 164 countries are raising billions for the causes they care about. See how you can, too!


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People in 164 countries are raising billions for the causes they care about. See how you can, too!


 
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