MIP Ideas Portal
Let us know how we can improve MIP. When submitting a request, please be sure to include why the enhancement is useful to you and specifics on how you would use it. Please add screenshots wherever possible. Our MIP team will be reviewing new requests weekly, but please note that it may take more than a week for comments to be moderated depending on the volume of requests. We look forward to your feedback!
Add an Attachment option to the Bank Reconciliation in Modern.
Classic Cloud MIP has a paperclip to attach the bank statement to the bank reconciliation screen but it takes forever. Please add the drag and drop attachment option ...
Add column to bank reconciliation interface in MIP classic
The user should be able to add a column to the Reconcile Cash Accounts interface to show the Session ID, in addition to the existing fields. This would make research ...
Bank Rec History
To have a report of all bank accounts W/current balance Plus last time reconciled.
Bank Reconciliation show beginning balance too
It's be more clear and helpful if the summary bank rec report shows both the beginning and ending bank balance. Not just the ending (which is not even stated on the ...
Bank Reconciliation Filtering
In the cloud version there is no view for uncleared like the classic. This is handy when trying to find what you have missed. Also the filter of the bank accounts ...
Use of Token with Automated Bank Feed Sign In
When setting up the Automated Bank Feed option, Bank is on the list as supported, but since it is required to use a Token every time some Organization's sign on, ...
Fix Finicity bank feed integration to work with US Bank and Commerce Bank
Finicity lists US Bank and Commerce Bank as approved for the bank feed but the web address is going to an online banking account. This needs to be a business banking ...
Add Freeze Pane on Bank Rec Screens
Our Cleared Check/Voucher screen is more than one screen and when flipping applications (MIP to bank site), it shoots you back to the top of the listing.
Add Lock Date and Last Updated By to the Bank Reconciliation Summary page for audit
On the bank reconciliation report it would be very handy if the reconciliation lock date and who updated last was added to the bank reconciliation summary page for ...
Bank Statement Date for Reconciled Items
Display the bank statement date that a particular API was reconciled. For example: A check written in February 2021 that cleared the March 2021 statement would have a ...
Link bank account to bank reconciliation module
Data from the link compared directly to GL entries in cash accounts will speed up bank recs
Ability to Print Previous Bank Reconciliation with Suspense Items used at that time.
The history of previous bank recs is lost if suspense items were used as they are removed going forward and also removed from the past. Audit trail is not adequate.
Bank Reconciliation - Suspense tab
Currently once the previous month is locked, the detail will not roll into the new month.
Would like item noted in the Suspense tab pulled to the following month ...
Warning for Locked Bank Rec's
Is there a way to alert a user if they are about to post a JV or CR to a month that has already been locked by person in charge of reconciling bank account? I do not ...
Make Bank Reconciliation easier. Grouping Deposits by Deposit # and Date makes it difficult.
When clumping deposits by Deposit # and date, it makes it hard to reconcile when they are not actually deposited together. There should be a way to clear only a ...
Allow formatting of bank reconciliation report created after completing reconciliation
Useful to anyone using the Bank Reconciliation module. Currently fields are fixed with some wider than needed and others that wrap text creating more pages than ...
Stop the Bank Reconciliation screen from scrolling back to the original position
The bank rec seems to scroll back to the original screen instead of holding where I was at when selecting or saving or updating; this means when I go to select the ...