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_bgmmtbgbu1v7nrz 2026-07-16T22:58:03Z 2026-07-31T18:29:48Z The MIP database includes a column 'sPostedByUser' in the Session related tables (Budget, Enc, and JV). However, this column is not available in the Session paginated list endpoint in the Cloud API, nor can it be inferred by joining outputs from other tables. The GET sessions list should include the PostedDatetime and the PostedByUser columns in the output or maybe surface it in an API audit endpoint of some kind. sug_dthwi7811scj8f8 2026-07-21T19:49:54Z 2026-07-31T18:25:05Z This is MIP Classic. It would be nice if the company name or logo or other indicator was printed on the vouchers for staff who have direct deposit. These documents are used for mortgages and loans and are often rejected because they contain no references to our organization sug_tic2d2psphrbkh5 2026-07-21T21:54:08Z 2026-07-31T18:24:33Z Please allow the editing of a session number following Save but before posting. sug_xsss3nxase2al0h 2026-07-23T16:26:29Z 2026-07-31T18:22:48Z With the Dashboard Revenue by Designation and Expenses by Designation widgets using the Designation codes from the Chart of Accounts maintenance to divide these pie charts, non-profits might benefit from Designation codes related to in-kind contributions. sug_61gpeyor9fbygxt 2026-07-24T20:18:26Z 2026-07-31T18:14:48Z example would be the revenue & expenses by period. sug_lvfqw5yqqzvmset 2026-07-29T15:29:42Z 2026-07-31T18:10:45Z I used MIP Cloud Modern and really liked the Bank Reconciliation feature. Is there any chance it will be available in MIP Classic in the future? Some of the features I especially liked were: Filtering options, The ability to select all entries on a page, The font, which was much easier on the eyes than the current font in MIP Classic The only drawback I experienced with MIP Cloud Modern was that I couldn't export the Bank Reconciliation report to Excel. That functionality is very important to our workflow, so I hope that feature remains available in MIP Classic if the Bank Reconciliation enhancements are brought over. sug_sz1dwga46ao5pw0 2026-07-29T16:54:33Z 2026-07-31T18:10:15Z It would be nice to be able to add custom columns to reports in MIP Cloud. The ability exists for some reports in Classic, so you need to switch to Classic to add the custom column. Classic is a bit inconvenient. sug_hi7ck5i1i1dhsxa 2026-07-29T18:09:12Z 2026-07-31T18:07:54Z Suggested Improvement: Open Tabs in Separate Windows Please add the option to open a tab in a separate window within MIP Classic. This would allow users to view and compare information side by side. For example, while working on a bank reconciliation, I may need to review the details of an accounting entry. Currently, I must generate and open a report to view that entry without leaving the reconciliation screen. The ability to open the entry in a separate window would make research and reconciliation faster, easier, and more efficient. sug_lgzbmdt0ow0vamx 2026-07-06T13:03:04Z 2026-07-16T18:33:44Z Unlike while using classic in the cloud I have found that while creating invoices & vouchers the system does not auto generate the next invoice/voucher number. We have been creating a report to notate the lost invoice/voucher number or log into classic to see what it is and manually enter them. sug_xuigingcwyo3kil 2026-07-07T18:04:03Z 2026-07-16T18:30:34Z Generate MIP reports with AI sug_x66jspegpmbgc6l 2026-07-07T19:54:54Z 2026-07-16T18:30:17Z I understand when logging into EWS (ews.mip.com/ews/), everyone using EWS cloud (regardless of company) is directed to one page. The page has a box that says, "Customer Logo Can Be Added in This Space." Since everyone in the cloud lands on this page from a multitude of organizations, the page should not have any customer logo (well, maybe an MIP logo could be OK!). When LifeWorks employees log into MIP, they may see this weird box and think I can't figure out how to get the LifeWorks logo there, I'm not doing my job, I'm an idiot, whatever. None of these is true (at least, not in this case! lol). *Could this box please be removed from ews.mip.com/ews?* Thank you! sug_nfkturdxnhfkimj 2026-07-09T20:11:23Z 2026-07-16T18:18:33Z Can only search vendor balances by Vendor ID in Cloud. Suggest adding another option to search by Name for companies who may use numeric values as the Vendor ID's. sug_jbplbhmcbkx9kfg 2026-07-09T20:15:28Z 2026-07-16T18:17:07Z For productivity purposes, suggest adding a shortcut in MIP Cloud to view the vendor balances while in a vendor maintenance card. sug_k6mxdatjn5ixudd 2026-07-14T17:18:42Z 2026-07-16T18:06:14Z Allow additions and changes of invoices in APS sessions before posting. I'd also like to be able to print checks, exit the session, then print ACH vouchers. sug_0yas5ju1j7ofq7j 2026-06-19T17:39:15Z 2026-07-02T18:25:25Z It would be nice to be able to print reports easier. In the export drop down maybe a direct print options as well. I am struggling with printing the PDF exports. It would also be very efficient if there was a way to toggle backwards when entering entries rather than only being able to tab forward. Maybe having arrow capabilities would be helpful. sug_kwbsjnidm1af3pc 2026-06-23T19:45:08Z 2026-07-02T18:21:50Z Add a feature to export to excel the results of the Summary Organization Audit, with our without filters. sug_l8toqsj0hs85cjw 2026-06-26T20:23:32Z 2026-07-02T18:18:39Z Enhancement Request: Filter for Active Customer IDs It would be extremely helpful to have the option to display only Active Customer IDs throughout MIP. Currently, every Customer ID that has ever been created is displayed in lookup lists, including inactive customers. As organizations accumulate years of historical data, users must sort through a long list of inactive records to locate the correct active customer, which is time-consuming and increases the risk of selecting the wrong record. Suggested Enhancement: Add an "Active Only" filter (or make it the default view) for Customer ID lookup lists. Provide the ability to toggle between Active, Inactive, and All Customer IDs when needed. Apply this filter consistently wherever Customer IDs are selected within MIP. Benefits: Faster data entry. Reduced user errors from selecting inactive customers. Cleaner, more efficient lookup lists. Improved user experience, especially for organizations with many years of customer history. This enhancement would significantly improve efficiency for organizations managing large customer databases while still preserving access to historical records when needed. sug_08lkf223wqe2awc 2026-06-26T20:28:30Z 2026-07-02T18:17:41Z Enhancement Request: Filter for Active Billing Group IDs It would be extremely helpful to have the option to display only Active Billing Group IDs throughout MIP. Currently, every Billing Group ID that has ever been created is displayed in lookup lists, including inactive billing groups. As organizations accumulate years of historical data, users must sort through a long list of inactive records to locate the correct active billing group, which is time-consuming and increases the risk of selecting the wrong record. Suggested Enhancement: Add an “Active Only” filter for Billing Group ID lookup lists. Provide the ability to toggle between Active, Inactive, and All Billing Group IDs when needed. Apply this filter consistently wherever Billing Group IDs are selected within MIP. Benefits: Faster data entry. Reduced risk of selecting inactive billing groups. Cleaner and more efficient lookup lists. Improved user experience for organizations with many years of historical billing records. This enhancement would significantly improve efficiency while still preserving access to historical records when needed. sug_luhspdac8qkatgz 2026-06-26T20:31:38Z 2026-07-02T18:15:40Z Enhancement Request: Filter for Active Charge Codes It would be extremely helpful to have the option to display only Active Charge Codes throughout MIP. Currently, every Charge Code that has ever been created is displayed in lookup lists, including inactive charges. As organizations accumulate years of historical data, users must sort through a long list of inactive Charge Codes to locate the correct active charge, which is time-consuming and increases the risk of selecting the wrong Charge Code. Suggested Enhancement: Add an "Active Only" filter (or make it the default view) for Charge Code lookup lists. Provide the ability to toggle between Active, Inactive, and All Charge Codes when needed. Apply this filter consistently wherever Charge Codes are selected within MIP. Benefits: Faster data entry. Reduced risk of selecting inactive Charge Codes. Cleaner, more efficient lookup lists. Improved user experience, especially for organizations with many years of historical charge records. This enhancement would significantly improve efficiency for organizations managing large billing databases while still preserving access to historical records when needed. sug_wfarks7ub9kavwj 2026-07-01T20:07:15Z 2026-07-02T18:06:17Z When all the seats are taken, MIP Cloud says "We're sorry, the server is under maintenance. Please try again soon." instead of "All License Seats are Taken". sug_0jmsvjnazs2qxdr 2026-05-28T13:39:29Z 2026-06-18T18:17:26Z In MIP Cloud Modern, I had to run multiple GL reports for different grants. I think the Grant Code field is not registering that I changed the value if I do not leave the field, even when I click save. This is problematic because I have to verify the data every time I export a report. Please look into it. sug_rh3x7kbiawbccdy 2026-06-08T16:13:30Z 2026-06-18T18:12:18Z Full contract lifecycle management (templates, versioning, phases, amendments, audit trail, etc.) within MIP. Also, automate tasks like approvals, notifications for renewals, and compliance checks. sug_azxr73ziobt67q6 2026-06-09T22:01:49Z 2026-06-18T18:10:39Z Would you include a button to see unposted transactions when preparing a bank reconciliation? It would help to double-check that the unposted transactions are correct before posting them. Also, would you allow transactions dated after the bank statement period to be cleared? Sometimes, we have ACH deposits that clear the bank in one month even though the deposit receipt provided to us -- which we used for the transaction entry -- shows the following month. sug_gcfjmsbxur1mtvl 2026-06-10T17:57:43Z 2026-06-18T18:24:25Z We often pay the same government entity but to different addresses. It would be great to have one vendor but with different addresses, which allow us to see which check was sent to which address, instead of having to enter a different vendor for each address. sug_zsurofydfignxh7 2026-05-18T14:51:50Z 2026-05-21T19:26:19Z I tried to extract my PDFs for the week range (05/26–05/29). I had 4 sessions, which totaled 4 pages. I attempted to save each page according to its session; however, instead of saving just the selected page, the entire 4-page PDF was saved each time. This process is time-consuming because we would then need to reopen the PDF and extract the individual pages separately. I have attached 2 files for reference. sug_hvcvwcaclqa1gwv 2026-05-18T16:35:19Z 2026-05-21T19:19:16Z Please add the subtotal and total lines (single line for subtotal and double line for total) back onto the report. They used to be there but 2 updates ago, they were removed. I now have to manually add them to every financial statement. sug_txpibyqrgs4a2wk 2026-05-20T14:49:40Z 2026-05-21T19:16:03Z It would be highly beneficial if MIP allowed organizations to change their fiscal year-end without requiring prior fiscal years to be reopened and modified. Currently, the need to adjust historical fiscal year-end settings introduces unnecessary complexity and risk, especially when those periods have already been audited or closed. In many real-world scenarios, such as mergers, organizational restructuring, or alignment with a parent entity. Organizations may need to adopt a new fiscal year, often resulting in a short fiscal year. From an accounting perspective, short years are standard practice and should not require restructuring historical data within the system. Additionally, requiring the use of multiple databases to accommodate a fiscal year-end change is not an ideal or efficient solution. It creates fragmentation in reporting, complicates audits, and increases administrative burden. A more flexible approach that allows prospective fiscal year-end changes, without altering closed historical periods, would align MIP with standard accounting practices and significantly improve usability for organizations facing these transitions. sug_hz27c6rxgcf5ut2 2026-05-21T14:52:35Z 2026-05-21T19:12:34Z Currently large import files error out in the Cloud version and must be completed in Classic. This has been an issue for us with both CR and JV entries that are imported. sug_pio5z8dixi9wj49 2026-05-21T16:55:32Z 2026-05-21T19:10:06Z It was so handy to use F5 (copy the cell above) to enter invoices and F6 to copy the whole row above and only change what is different when entering invoices. Makes it more time consuming in the Cloud version without these features enabled sug_uk4ush7n6cda8wq 2026-05-21T16:57:17Z 2026-05-21T19:05:42Z In the non-cloud version, if you started to type a chart of account, it would show all accounts similar to fill in Ex: chart of account started with 8 - showed a list of all starting with 8 to fill in sug_mzark06vjbkmwce 2026-05-21T16:58:23Z 2026-05-21T19:03:19Z In the non-cloud version, if you needed to add a new vendor when entering invoices, it had a button to do so right away. The cloud version, you must add the new vendor first before entering the invoices. More time to do so. sug_dtwkjxf3x9s4yae 2026-05-14T13:52:54Z 2026-05-14T19:12:04Z It would be nice to be able to arrange the document details in AP invoice entry in the Modern version to match entry in the Classic version sug_ksszro8ahgrf7mw 2026-05-14T13:43:58Z 2026-05-14T19:09:05Z sug_yair2tbks4ucjap 2026-05-13T19:29:06Z 2026-05-14T19:07:56Z For vendor maintenance or adding new vendor, have a box for the vendors dba. We have a lot of vendors that have a dba name on their w9. It would be extremely helpful. sug_sbrfvxjwk4dnqwb 2026-05-13T15:05:09Z 2026-05-14T19:05:41Z It would be very helpful if when reconciling you could hit the back button and it would bring you back to your current page. Having the entire page reset is so time consuming. If we filter to one GL Code, click into a session, then try to hit the back button it will reset completely. I just want to simply be able to go back to the filtered page I was already on. sug_4xxpcjcxj2mpczc 2026-05-08T19:05:59Z 2026-05-14T18:43:25Z The classic version has "assume last 2 digits entered are cents". That would be nice to also have in the modern version. And even auto decimal for payroll entry. sug_jctp6ledf3wttbg 2026-04-24T15:27:24Z 2026-05-07T19:26:38Z Drilldown function in the account balances module so the session the transactions are in opens up. Now, I have to write down the the session ID then go to manage sessions then search the session ID then click the session link then I can see any related attachments. Please add this feature to the account balances module to cut down on the constant navigation in and out of modules. Thanks! sug_wxrqtu1za4xuop1 2026-05-06T15:36:44Z 2026-05-07T19:16:28Z If we need to reclass an entry, changing GLS, departments, locations, programs, projects, grants, etc., we have to reverse the original document, post the reversal, copy the original document, reclassify, and post the copy. Many steps, great for audit trails, just hoping we can have it auto-reverse post and copy post at the same time. I start an AP invoice session, click Reclass Entry at the top (would be almost the exact same as reversing a doc), Select original session and doc, choose dates for correction, kicks off the document with current coding, adjust coding, save, post. Posting would post the reversal and the copy at the same time with an audit trail. Not just AP invoices but all transaction types if possible. Don't allow changing amounts in the reclass entry. sug_bz3ywtvjolcd8ay 2026-05-06T15:51:34Z 2026-05-07T19:05:44Z I would love to have many dashboards with my favorite reports specific to those dashboards, but now all favorites go into 1 spot. How about a month end dashboard with 4-5 favorite reports. How about an all weatherization, or all Education board. This would be so great 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?