Ideas for MIP Fund Accounting Ideas Portal as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. pr_mnqhficgooyqnmo 2025-06-30T14:31:29Z sug_fo45btcsrhz1ll6 2023-03-14T17:33:01Z 2025-10-23T19:19:09Z 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 convert my staff to use the Cloud version, but this kills my chances of success. We use that feature constantly when reviewing the G/L and performing analyses. sug_jhrj6pmvpmpvsgt 2017-05-26T00:00:00Z 2025-07-03T16:20:26Z would love the ability to exchange financial transaction information between MIP and Salesforce without having to create special export and import files to process manually PLEASE ADD A COMMENT WITH PRODUCTS THAT YOU WOULD LIKE TO SEE INTEGRATED WITH MIP ACCOUNTING - Use the 'like' button as your vote for that product sug_nd2gaqwz5npb45k 2026-04-09T20:12:15Z 2026-04-16T19:17:18Z In MIP Modern, when working with a copied JV document and adding a line, the line item description defaults back to the original JV description even when the box was checked to "Use Document Description for Line Items". This does not happen in MIP Classic. Can this be fixed? sug_0k0se2hp544d9xw 2026-04-14T19:27:59Z 2026-04-16T19:07:28Z When working on a document in a JV, the only way you can scroll left or right is to scroll down to the bar at the bottom of the document. This allows for users to easily lose their spot in the document if they are having to change their attention to a scroll bar - something that should be beneficial to the user, not a hindrance. Relocating the scroll OR recreating the scroll so it moves with the document instead of being stationary at the bottom of said document would be very helpful. sug_vhv33unzaakdopr 2026-04-06T21:13:09Z 2026-04-09T19:14:56Z It would be nice to be able to soft close a month preventing entries to a period prior to officially closing the year at year end. I have had a number of instances where a date was entered incorrectly and posted to a month that we have already issued financial statements for. Blackbaud accounting software had this feature when I worked at another employer, and it was really helpful. sug_jajodnvvmh9enou 2026-04-09T16:56:45Z 2026-04-09T19:11:22Z When we calculate the difference between the Current Year Actual and the Budget Amount, the result is in the opposite direction for revenues and expenditures (because revenues are inherently negative). So, we need the ability to either change the column headers (as I did in the example by exporting to excel then printing to pdf) or have a different formula for revenue and expenditures. It is difficult to read currently because the "negatives" in the revenue area show a shortcoming but the "negatives" in the expenditure area show an excess. This is in MIP Classic. sug_1vbephjaf64uwlx 2026-04-09T17:01:21Z 2026-04-09T19:05:08Z We need to be able to see all the details of checks that are being printed prior to them being printed. Currently, we use an Uposted API report to do this. The problem is, this report doesn't include the remittance address. Rather, we can see a Check Address Code but not the actual address itself (see attached for this unhelpful field). How do we add the actual remittance address to this report? This is in MIP Classic, thanks sug_60xxn6l8sfwjtdu 2026-03-24T13:35:09Z 2026-04-02T19:19:44Z Currently to get Mississippi state tax values correct you have to know the $ amount you wish to have state taxes reduced by on an annual basis and then divide that by $500 and put that many exemptions in. This has no correlation to the MIS W4. Update the interface to correspond. sug_rvpgyb7efgmbds3 2026-03-26T15:58:47Z 2026-04-02T19:19:22Z Currently the EFT Notification only includes the EFT Document number and amount. I would like the EFT Notification to include data that is included on the check remittance like the Original Invoice number and Document Description. This will alleviate a second time consuming step of manually sending out remittance files. sug_7j3qpnn9cekgjk0 2026-03-27T19:09:26Z 2026-04-02T19:18:09Z It would be SUPER helpful to have a simple search bar on the MIP Cloud Dashboard. I've worked in other systems where you can simply search an invoice number, check number, a description, etc. sug_epegm9ehwlxqlss 2026-03-30T22:58:12Z 2026-04-02T19:13:36Z The standard font and contrast make it difficult to read the details of entries. Even on a widescreen monitor, it seems that there's a lot of wasted width and text is very small, without manually fussing with zoom and column settings. Could you create viewing settings that focus on enhancing legibility, displaying the data without unnecessary dead space, so that the text can be displayed largely and clearly, with good contrast? sug_i77pabib5gbzz3p 2026-04-01T17:55:32Z 2026-04-02T19:09:31Z When exporting a general ledger into excel from Cloud version, the date column does not keep the original format. this has to be updated upon every download and does not give confidence that the report downloaded is complete or accurate. sug_xgtvyd0hwhk0ctn 2026-03-09T20:35:08Z 2026-03-19T19:06:19Z In the the original Desktop version of MIP, I was able to output Bank reconciliation result into an excel spreadsheet, where I could consolidate multiple bank statements into one cash report. This feature is still preserved in the current desktop version but unavailable in the cloud version. This means I have to continue to maintain 2 logins to get access to the excel capabilities in banks reconciliation, limiting my seat count. sug_6zs0seenfns4c8n 2026-03-18T21:29:05Z 2026-03-19T19:05:13Z Add an option to export or print the Bank Reconciliation Report in Excel format (in addition to the existing PDF option). Description & Business Need: Currently, the Bank Reconciliation Report can only be generated in PDF format. While this is useful for final reporting, it limits the ability to efficiently research and analyze reconciliation data. Having the option to export the report to Excel would significantly improve usability by allowing users to: Sort and filter transaction data Use formulas for reconciliation analysis Perform detailed comparisons and audits Customize the report layout for internal review Excel functionality provides flexibility that is not available in PDF format, making it much easier to investigate discrepancies and perform deeper financial analysis. Value to Users: This enhancement would save time, improve accuracy in reconciliation research, and provide a more efficient workflow for finance teams who rely on Excel for data manipulation and Reporting sug_pcn5db5kgjuxtua 2026-02-19T21:06:16Z 2026-03-05T20:13:31Z Extend MIP Cloud use time to at least a full 8 hour work day. sug_bxekefspmac0ne4 2026-02-20T17:28:16Z 2026-03-05T20:12:26Z The ability of Account Level Security to restrict access for individuals to specific segments is incredibly useful. However, it would be great if we could additionally restrict by created Report Groups. This would mean that I could update the segments associated with a Report Group which would automatically into the Account Level Security restrictions, rather than having to update them in both places. Thanks! sug_c3d7tvpenedx5gv 2026-02-20T23:04:20Z 2026-03-05T20:11:53Z I currently am able to restrict user access to overarching reports (for example, the Statement of Revenues of Expenditures). However, if I give the user access to view that report, they are able to see any and all versions of that reported that have been created/saved. It would be really nice if I could restrict them to only see specific custom reports created within the Statement of Revenues and Expenditures window. Thanks! sug_7iowsxju7n05ye0 2026-02-27T19:55:09Z 2026-03-05T20:08:17Z It would be helpful from an audit perspective, that any transaction would have a link that you could click on to pull the audit trail of who entered, who modified, and who posted. For all transactions; API's, cash received, check batches, manual invoices, manual checks etc... sug_vo2ofz5r3vux4sb 2026-03-03T16:03:58Z 2026-03-05T20:05:07Z An Employee desires to be exempt from Louisiana State Withholding taxes. I've been told by support to enter '99' in the "Exemptions" box. In Louisiana, this box was grayed out in 2025. Can this box be reinstated, perhaps as a dropdown that is either only 'no exemption' or '99 - exempt?' I understand it cannot be a typing field as it used to be, because the state changed the form. Alternatively, could an exempt checkbox be added, like it is under Federal Income Withholding? I am not looking to manually adjust this employee's SWT on every payroll for the rest of time. sug_vvdvvcjicphesup 2026-03-03T19:56:19Z 2026-03-05T20:03:53Z Situation: We have three-person verification for all new EFT information added. When the second person checked on the old Abila version, they can see the EFT routing and bank information even though it is set to manual pay (printed check). When I (the third person check) went to the Modern Abila, there is no way for me to see what the EFT routing and bank information is because it's set to Printed Check. It would be good to have the layout like the old version with it greyed out but visible if EFT is not selected. sug_p3a1qcobz1zauvc 2026-03-04T19:07:51Z 2026-03-05T20:02:27Z When you search a session ID in manage sessions, you can review the posted documents but there is no way to export these transactions and/or attachments. sug_fkon5qtixbc6nwj 2026-02-13T19:16:01Z 2026-02-19T20:06:30Z I've had a request from staff to be able to put the aging buckets that are on the STATEMENT form (in form designer) to put them somewhere on the INVOICE form (in forms designer). So, we know it's available and is a database field - can that at all be combined so that that an invoice has both the current invoice and the aging buckets for customers so we don't have to run two reports. sug_sei4hkirbrxhupk 2026-02-16T15:04:12Z 2026-02-19T20:05:29Z It would be helpful to be able to copy a Report Group Set rather than starting from scratch when a new group set is needed that varies only slightly from an existing Report Group Set. sug_8oywf6uogifedvj 2026-02-19T14:23:36Z 2026-02-19T20:01:36Z Can we print the Bank reconciliation in XLS format versus pdf sug_qb9abbbrlgoi0qk 2026-02-19T16:58:16Z 2026-02-19T20:00:46Z In Reports, it would sometimes be helpful to know what original MIP report template any report is based on. If I create my own report, I know what original MIP template I used. When looking at other people's reports, it would be helpful to be able to see what template it was created from. This could be listed in the 'Print Report Setup'. sug_3ccfvdy8puhuxzg 2026-02-06T13:44:01Z 2026-02-12T20:17:32Z In Modern Interface, you cannot enter an amount of, for example, .27 as a Cash Receipt. When I enter .27, it changes the amount to $27!! This needs to be fixed asap! This particular example is interest on a bank account that has a small balance, thus a small amount of interest. Classic allows it. sug_8xijsakxqebppns 2026-02-06T16:57:00Z 2026-02-12T20:14:15Z Add the ability to show a split in direct deposit amounts. Per: Reference > Frequently Asked Questions > Direct Deposit FAQs > Paychecks and Direct Deposit Vouchers Is there any way to split out savings and checking amounts on an employee's direct deposit voucher? At the present time, this is not possible to do. However, you could print the Direct Deposit Register for each employee. This report does give the breakdown of paycheck by routing number/account number. This is an unnecessary step and we should be able to add it to the voucher. sug_3funbjiipuek4vd 2026-02-06T18:30:58Z 2026-02-12T20:10:59Z Be able to open up an Historical Invoice in Customer Balances. sug_0jboscwidxzq8cc 2026-02-06T18:53:05Z 2026-02-12T20:09:06Z I would like to be able to edit the Report Group names in the Report Group Set for the default Dashboard. The default options do not suit all organizations. sug_hqcrldndjrqjtot 2026-02-11T17:48:45Z 2026-02-12T20:06:56Z Within REPORTS-FINANCIAL STATEMENTS-OPTIONS TAB, please add the feature to all reports to "SUPPRESS LINES WITH ALL ZEROES". This option is currently not available for the combining balance sheet and possibly other financial reports. sug_vg0gh8lnp7cpman 2026-01-30T14:55:20Z 2026-02-05T20:09:15Z Create a separate field to store phone extensions and remove 'Ext' from the phone and fax fields. sug_bcqa7wiucyhooco 2026-01-30T20:00:03Z 2026-02-05T20:08:54Z This suggestion is for MIP Accounting (Cloud) in the "Maintain Vendors" section. On the "Vendor Details" tab, we use the "Type" drop-down menu to choose which type of vendor they are, such as Corporation, Contractor, Employee, School, etc. There are two things I would like to do that I can't currently do. (1) We have some types that need to be made inactive because we don't use them anymore. However, there isn't a way to make them inactive. Once they're added, they're always available. (2) We have some types that need to be edited for clarity or because they have typos. However, when you edit one, it just creates a new one, it doesn't change the existing one. This makes the list even more confusing. Thank you for considering these changes! sug_7ymbs3hlfdwp6id 2026-02-02T16:38:39Z 2026-02-05T20:06:54Z We understand that the multicurrency function is not yet available in MIP Cloud, and there isn't a timeline or product roadmap that indicates when this functionality will be available. In the interim, would it at least be possible to surface an API endpoint for multicurrency tables, esp the converstion rate table? We need this to be able to connect our enterprise reporting platform (Fabric/Power BI) directly to MIP Cloud data. Else, we have to export or connect to on-prem database restored from cloud and this kills the comparative value of paying for MIP Cloud vs on-prem. sug_utfyh7dktenjimj 2026-02-03T18:21:45Z 2026-02-05T20:01:59Z Can I get the ability to export information to separate excel sheets on one workbook rather than having all the information on one sheet. Append works but it is time consuming. sug_o9eyvkzzaqbmezh 2026-02-03T20:52:02Z 2026-02-05T20:00:43Z Invoice Numbers should be an editable field in the AP module for unposted sessions. The way it is now, saving an invoices prohibits updates and any updates to the invoice number requires deleting the entire entry and starting over. sug_wwtb3rxi4gomsad 2026-01-26T22:25:37Z 2026-02-05T20:20:01Z During setup - an organization should have the option under Current Payroll to define the default to hourly and on occasion to salary when needed. Our employee base of 389 is set primarily hourly with EWS timesheets for grant purposes and auditor reporting. sug_6cv3vhvaskvoynd 2026-01-26T22:30:33Z 2026-01-29T20:01:31Z Add a box under or near the cell phone number for the employee cell phone carrier. This is important with using ATT's First Net. sug_k4v961tu87x4azu 2026-01-16T22:13:44Z 2026-01-23T18:18:15Z Could you please add the Fund codes to the filter selection in the Financial Statement reports with an active/inactive toggle? Thank you. sug_tao2t7riffpc95k 2026-01-16T22:16:22Z 2026-01-23T18:13:43Z Could you please create a report that can filter by creation dates for vendors? It would be helpful to narrow down the 1099 review process. Thank you. sug_nlzlkenep4jkbxp 2026-01-21T17:24:18Z 2026-01-23T18:08:04Z MIP needs another solution to system maintenance other than kicking everyone out of the system every single day. Have never worked in any application before that does this and it does a huge disservice to customers paying to have access and use the system when we need to use it. sug_bc0axyvmoinmco9 2026-01-22T13:57:59Z 2026-01-23T18:04:39Z In our CFO's Old System, the system was able to read the effective date and if it was after the "closing date", the system would automatically put the invoice or entry in the next open month. For instance, If December was "closed" but our AP staff accountant tried processing a December invoice, the system would automatically enter the effective date as January. sug_wgecgup3srxarrn 2026-01-13T19:11:18Z 2026-01-15T20:25:34Z sug_gsgjrtrrzmqe8ky 2026-01-13T19:24:21Z 2026-01-15T20:24:41Z If you are adding to an open Session, you should be able to select it in a drop down rather than have to type it in. sug_4t9uzzm47osq6qh 2026-01-13T19:45:20Z 2026-01-15T20:16:04Z Have a drop down menu of existing memorized documents so that when you are trying to replace one, you can choose from the menu. As it is now, if you change the wording in any way or misspell it, you wind up with duplicate memorized documents. sug_ypdlda7wk98nckg 2026-01-14T23:33:37Z 2026-01-15T20:06:45Z Currently I have to download the desktop version to update the report designer form vs the cloud version. sug_jh03zqcbf8jfuwo 2026-01-08T17:22:36Z 2026-01-09T19:46:36Z sug_xdc0xbrrnpkpfqo 2026-01-09T16:16:02Z 2026-01-09T19:46:31Z This is the first time we have run into this, but maybe make a way to turn on/off EWS access for certain staff. Currently, if you make them inactive, they can login but cannot enter a timesheet. If you terminate them in HR, they are unable to login at all. Without going into the details, we have an employee who will be out on leave for the remainder of the month who we would like to terminate their access in EWS since they will not be working. There are check boxes for other things like OT eligible, so maybe under Timesheet Settings, have a checkbox for EWS access. The default in my opinion should be on for all new staff entered, but then we could turn it off on an individual basis if needed. sug_p9y8kph5purtqbt 2026-01-07T18:30:19Z 2026-01-09T19:46:27Z This is specifically for ARC's, but I could see it being helpful for other sources, too. Currently "Apply Offset" just applies one offset, so if there are multiple lines of code that each need an offset the amounts are combined into one offset. Our A/R person has expressed frustration with having to manually enter each line of code, which can really bog things down and open up chances for errors. Can there be an "Apply Offset Settings" where you can change how the offset works? Ideally you would be able to create an offset for each existing line of coding. sug_psvcxq9g8fynzth 2025-12-19T15:16:21Z 2026-01-09T19:46:20Z I would like to be able to choose when I export to make a new worksheet or append to an existing. Making a new one every time is creating unnecessary junk files everywhere. sug_iri8myzzcuyjzgf 2025-12-19T15:13:47Z 2026-01-09T19:46:15Z I would like there to be more organization to the reports, so users don't have to scroll or sort through multiple reports that don't even pertain to them.