You’ve invested in Blackbaud Financial Edge NXT—now make sure you’re using it to its full potential! By taking advantage of built-in features like custom fields, transaction codes, and a well-structured chart of accounts, you can improve reporting, streamline approvals, and integrate more smoothly with tech partners.

In this session, we’ll break down simple but powerful ways to optimize your system. Need an easier way to track endowment balances? Transaction codes can help you keep real-time running totals of principal earnings and spendable funds. Want to automate approvals and reporting? A custom field with a signatory’s name and email can help partners route workflows correctly and even automate scheduled report distribution.

We’ll focus on the idea of good data in, good data out—because keeping your system clean and well-organized means better insights, fewer manual workarounds, and more value from the tools you already have. Whether you're a new or experienced user, you’ll walk away with practical tips to make Financial Edge NXT work smarter for you.