MIP Ideas Portal

Let us know how we can improve MIP!

When submitting a request, please indicate:

  1. This suggestion is for the MIP Classic user interface
  2. This suggestion is for the MIP Cloud Modern user interface
  3. Why the enhancement would be useful to you
  4. Add screenshots wherever possible.

Our MIP team reviews new requests on a weekly basis, and we look forward to your feedback!

Add Drilldown Feature in MIP Cloud Reports

The original (local) version of MIP had an extremely useful drilldown feature in Reports that is no longer supported in the MIP Cloud version. I am trying hard to ...
Suggested by: P Gainey (14 Mar, '23) Upvoted: 28 Aug Comments: 6
Pinned Available Today Drilldown Reports

Integrations with MIP - Comment with your requested products (Salesforce, Bill, ADP, etc.)

would love the ability to exchange financial transaction information between MIP and Salesforce without having to create special export and import files to process ...
Suggested by: Stuart Mcclain (26 May, '17) Upvoted: 03 Sep Comments: 3
Pinned Under consideration MS-P Usability

Default Views - Active Items, Filters

The system-defaults should be set to "Active Only" on lists like Chart of Accounts, Vendors, or Customers, but really for *any* list that has an active / inactive ...
Suggested by: Toni S (23 Oct) Upvoted: 24 Oct Comments: 0
Customer Suggestion

Show tax amounts in the grid instead of an X in the Tax column on AR billing invoice

Currently, when we bill a customer that we need to charge sales tax, an X appears in the Tax column instead of the actual amount of tax for that line item. The TOTAL ...
Suggested by: Jodi Klein (23 Oct) Upvoted: 23 Oct Comments: 0
Customer Suggestion

Make Closing Account assignment a required field

It would be really helpful to have the closing account assignment be a required field. Currently, it is not flagged as one and later creates a error message when ...
Suggested by: MaryAnn (17 Oct) Upvoted: 17 Oct Comments: 0
Customer Suggestion General Ledger

Statement of Activities - Correctly Display Data Next to Correct Rows when include Level 3

Statement of Activities - Correctly Display Data Next to Correct Rows when include Level 3. Currently have to manually insert and delete rows to align the data ...
Suggested by: Roseann Hellwig (15 Oct) Upvoted: 15 Oct Comments: 0
Customer Suggestion Reports

Statement of Activities - Add YTD Budget and Actuals to Content (Program Codes across columns)

Statement of Activities report - Add YTD Budget and Actuals to Content to allow this data to be selected and display under Program Codes across columns to get a view ...
Suggested by: Roseann Hellwig (15 Oct) Upvoted: 15 Oct Comments: 0
Customer Suggestion Reports

Allow admins to access other user profiles to troubleshoot

Allow admins to select a user to view as, to see what apps employees have access to. I have a number of employees who are able to access/view apps that they should ...
Suggested by: Wesley Guisinger (13 Oct) Upvoted: 13 Oct Comments: 0
Customer Suggestion

Allow Admins to control/restrict which apps users can view/use

The issue we are having is we have users who need access to Microix to approve PO's but I do not want them to see or have access to the MIP apps. Unfortunately, in ...
Suggested by: Wesley Guisinger (13 Oct) Upvoted: 13 Oct Comments: 0
Customer Suggestion User Portal

Allow Managers to Change Document IDs

I would like a feature be enabled to allow System Managers the ability to change Document IDs. This will allow any mishaps that have occurred to be fixed much faster ...
Suggested by: Steven Seamans (08 Oct) Upvoted: 22 Oct Comments: 0
Customer Suggestion

Partial API Payments made against multi-GL Account Line Encumbrances

An Encumbrance is created that has multiple lines in the Distribution Code A partial API payment is made against the Encumbrance, applying the partial payment to a ...
Suggested by: Kathy Dwyer (08 Oct) Upvoted: 08 Oct Comments: 2
Referred to Support

Change HR to print to a user's default printer instead of the XPS document writer in the Cloud

When printing from an HR query, it automatically uses the default printer of the computer. In the MIP Cloud environment, this causes it to print using XPS document ...
Suggested by: John F (08 Oct) Upvoted: 08 Oct Comments: 0
Customer Suggestion

Improve the use of the Public REST API

When the password for our API account expires and we reset it, we need to notify any 3rd party we use to update their application with the new password. This causes ...
Suggested by: Tom Tweedel (07 Oct) Upvoted: 07 Oct Comments: 0
Customer Suggestion

Fund codes included on financial statements

The ability to include the fund numbers when running combined balance sheets as well as the combined revenue and expenditures. Either underneath the Fund title, or ...
Suggested by: Christy Velau (30 Sep) Upvoted: 30 Sep Comments: 1
Customer Suggestion

SAML Single sign-on

It would be nice to have a M365 Enterprise application for MIP, for provisioning users for SAML, single-sign-on (SSO). Active Directory, Azure and 365 is by far the ...
Suggested by: Jacob Mann (26 Sep) Upvoted: 26 Sep Comments: 0
Customer Suggestion

One login for MIP and Support Portal

Please implement a single login for MIP and the support portal. It would be more efficient if a user could open a support request directly from within MIP cloud; ...
Suggested by: Jacob Mann (26 Sep) Upvoted: 23 Oct Comments: 0
Customer Suggestion

SECURE 2.0 Act - Payroll

We need help with payroll functionality to handle SECURE 2.0
Suggested by: Debra (25 Sep) Upvoted: 25 Sep Comments: 0
Customer Suggestion

User/Account Level Permissions on Budget and Budget Versions

The ability restrict access to budgets and budget versions based on user/account identity. Some folks should not be able to see/access certain budgets or versions ...
Suggested by: Ryan Moran (23 Sep) Upvoted: 23 Sep Comments: 0
Customer Suggestion

Drop down lists and maintain items views only active items

This woudl be for MIP Classic interface. Don't care if it's in the cloud. I would love to see a Workstation Preference box of "Auto sort/filter to only active ...
Suggested by: dan (19 Sep) Upvoted: 22 Oct Comments: 5
Customer Suggestion

List view for reports and Folders for Reports

In MIP Modern- I would like a *list view for reports, not the large font in the individual boxes. Also, I would like folders (for example by Department) to put that ...
Suggested by: Krissy Storer (19 Sep) Upvoted: 17 Oct Comments: 0
Customer Suggestion

Create Default Report Templates to Export Federal Forms SF-425 and SF-270 Directly

Hoping we can have MIP auto-generate these forms rather than just the data needed to fill them out manually. Any nonprofit receiving federal grants or cooperative ...
Suggested by: Tyler Smith (18 Sep) Upvoted: 18 Sep Comments: 0
Customer Suggestion

Enable changes to memorized documents outside of transaction entry

Right now, the only way to edit a memorized document is within the transaction entry screen. Allow users to do that without having to create a new session or enter an ...
Suggested by: Pam (18 Sep) Upvoted: 24 Oct Comments: 0
Customer Suggestion

Allow calculations in transaction entry

When entering amounts at any point during the transaction-entry process, let users enter calculations (e.g. "10.15+94.75") via keyboard and have the software return ...
Suggested by: Pam (17 Sep) Upvoted: 17 Sep Comments: 0
Customer Suggestion

ATTACHMENT UPDATES

There needs to be less steps for the end user to add an attachment. Currently, Attachment Tab> Add Attachment> Select Files or Drag> Upload> Close. Also, after a ...
Suggested by: Donna (17 Sep) Upvoted: 06 Oct Comments: 0
Customer Suggestion

Segment Title does not display in report drop down 'Criteria' window

In many reports when filtering by a specific category, I am noticing that the segments 'title' does not display next to the code, although there is a column for it. ...
Suggested by: Jessica Roche (12 Sep) Upvoted: 12 Sep Comments: 1
Referred to Support

Save Worksheets as Reusable Templates / Components to Help with Personnel Budgeting and More

After releasing an enhancement where you can copy worksheets YoY, a new enhancement for adding worksheets as templates would be helpful. An example would be I have a ...
Suggested by: Tyler Smith (11 Sep) Upvoted: 11 Sep Comments: 0
Customer Suggestion Budget

3 Historical Columns in Budget Worksheets

Would like to have at least 3 years of actuals history when entering budgets on the budget worksheets screen. Currently you can have 2 years of historical columns but ...
Suggested by: Tyler Smith (08 Sep) Upvoted: 08 Sep Comments: 0
Customer Suggestion

Display Vendor Addresses when looking up Vendor Balances in MIP Cloud Modern

MIP removed the vendor address in the MIP Cloud Modern version when looking up vendor balances. This was useful especially when you have vendors with the same name ...
Suggested by: Choua Xiong-Fajardo (05 Sep) Upvoted: 05 Sep Comments: 0
Customer Suggestion Accounts Payable Vendors

EWS Time Period Lock

Have a toggle that can "shut off" and restrict time entry in a past period that can be "closed" or "opened" by accounting. We have people that will edit or add to ...
Suggested by: Zac Henderson (04 Sep) Upvoted: 15 Oct Comments: 1
Customer Suggestion

Basic Transactions

Why was the ability to tab from Recipient ID or Description to FUND in the entry detail removed. Now it tabs straight to save, skipping over the entry detail. It ...
Suggested by: Angela Mayfield (03 Sep) Upvoted: 03 Sep Comments: 1
Reviewed: Need Further Info

Auto User Log Out

I would like to propose that on the Admin page (Users and Groups) we can set a time of day to auto-log out all current users.
Suggested by: Steven Seamans (28 Aug) Upvoted: 22 Oct Comments: 1
Customer Suggestion

Allow Freeze Panes for large journal entries

Allow to freeze panes when data entering large items in journal entries
Suggested by: Theresa (28 Aug) Upvoted: 04 Sep Comments: 0
Customer Suggestion

Effective Date Highlight

Since Effective Date is so important to financials, make it a required item so that it must be addressed.
Suggested by: Phillip Allison (28 Aug) Upvoted: 09 Sep Comments: 2
Customer Suggestion

Create a way to mass update GL Accounts to set them as Active vs. Inactive

It would be awesome to mass update a bunch of GL accounts at one time by clicking a box and inactivating a bunch. Right now I have to literally open each account and ...
Suggested by: dan (27 Aug) Upvoted: 22 Oct Comments: 1
Customer Suggestion

Improve the speed of report generation and of the drop-down menus

improve the speed of report generation and, when entering transactions, of the drop-down menus
Suggested by: Pam (26 Aug) Upvoted: 17 Oct Comments: 0
Customer Suggestion

allow refresh of reports

Allow reports to be refreshed after new transactions have been entered instead of requiring the report to be re-run.
Suggested by: Pam (26 Aug) Upvoted: 15 Oct Comments: 0
Customer Suggestion

improve report layouts

Allow layout changes from inside of View reports once the report is run. For example, let us adjust column widths and change the order of columns. Also, have an ...
Suggested by: Pam (26 Aug) Upvoted: 28 Aug Comments: 0
Customer Suggestion

allow quick entry of new vendors and customers from transaction screen

allow quick entry of new vendors and customers from Transaction screen instead of having to go to Maintenance screen
Suggested by: Pam (26 Aug) Upvoted: 23 Oct Comments: 0
Customer Suggestion C-M-G Vendors

Prompt user when entering a Cash Receipt if a Customer has an AR balance

If the user is entering a cash receipt from a customer who has an AR or ARO balance, remind the user of the balance so that they can enter an AR receipt, not a cash ...
Suggested by: Pam (26 Aug) Upvoted: 28 Aug Comments: 0
Customer Suggestion

keyboard shortcuts

Add keyboard shortcuts to all menu items and transactions entries -- not function buttons but, for example, Alt-S for save, or Ctrl-X for cut, or Alt-T-A-R for AR ...
Suggested by: Pam (26 Aug) Upvoted: 15 Oct Comments: 1
Customer Suggestion

global "find" function

Create a Find function so that users can search all transactions at once for, example, an amount or date or name.
Suggested by: Pam (26 Aug) Upvoted: 22 Oct Comments: 0
Customer Suggestion

Recognize the last two digits as cents in MIP Cloud Modern

It would be AMAZING if MIP Cloud recognized the last two digits of amounts as cents. (i.e. 2489 would automatically enter in as 24.89 when tabbing to the next field ...
Suggested by: Sjockiea McCrary (26 Aug) Upvoted: 26 Aug Comments: 0
Customer Suggestion C-M-G

MIP Cloud: Add a message when Import is locked

On MIP Classic, a message pops up when the import is locked by someone else; however, on MIP Cloud, this message doesn't come up. Sometimes we try multiple times ...
Suggested by: Jennifer (22 Aug) Upvoted: 22 Aug Comments: 0
Customer Suggestion C-M-G

Add the ability to include additional data from the API/Vendor that will be included in the ACH file

Vendors that require a ACH Sender to provide data in the NOTES section of the ACH transaction cannot be automated in MIP. MIP does not have the ability to send data ...
Suggested by: Catherine Maloney (13 Aug) Upvoted: 13 Aug Comments: 0
Customer Suggestion

Store & Re‑Send Pay Voucher PDFs

Summary: Add functionality to automatically store a PDF copy of each generated pay voucher within MIP after payroll is processed and emailed. Stored vouchers should ...
Suggested by: Dhiraj (06 Aug) Upvoted: 03 Sep Comments: 2
Customer Suggestion

Add the Payroll Refresh button to MIP Modern

The MIP Cloud Modern user interface does not update earnings shown on timesheets when changes are made because there is not a button to refresh it like there is in ...
Suggested by: Rebecca Gary (06 Aug) Upvoted: 06 Aug Comments: 2
Planned C-M-G Payroll

MIP Cloud Portal: Update the icon to point to Microix v.2025 for customers who have upgraded

Following the upgrade or implementation of Microix Version 2025 and its new interface, I would like to request an enhancement to ensure the MIP Cloud Portal Microix ...
Suggested by: Tyler Smith (30 Jul) Upvoted: 30 Jul Comments: 0
Customer Suggestion MS-QW User Portal

Lock cells that are created by Distribution Codes in transaction lines on Unposted Sessions.

We cannot use Account Code Combinations as it would result in 500+ million combinations based on our segments. I already produce distribution codes, and I want a ...
Suggested by: Steven Seamanns (29 Jul) Upvoted: 31 Jul Comments: 1
Customer Suggestion

Allow Employees to get Pay Vouchers from EWS

We want employees to get their pay stubs directly from EWS or enable us to email it. In HR Management on the W2/Voucher tab, Either "Email Voucher" or "Print Paper ...
Suggested by: Teresa Naughton (24 Jul) Upvoted: 24 Jul Comments: 1
Customer Suggestion

Paperclip Icon on Documents With Attachments

It would be very helpful to display a paperclip icon on documents in sessions that has an attachment. Some sessions have dozens of documents and I have to open each ...
Suggested by: Candace (22 Jul) Upvoted: 22 Oct Comments: 4
Customer Suggestion