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_emo89fazib9d48g 2026-09-30T12:54:13Z 2026-10-23T17:56:17Z I thought that this was something that MIP Cloud was capable of doing but I cannot figure out how to. I would like to be able to apply an invoice or pdf to a payment. sug_hlkaiatoztihjxn 2026-09-30T14:59:11Z 2026-10-23T17:54:51Z In Classic, after you enter the first line of a transaction, the second line defaults to a balancing debit or credit (eg, for an Invoice or CD, if you enter the expense first with a debit value, the second line is pre-filled with a balancing credit). This saves lots of keystrokes! Clicking 'apply offsets' in Cloud will do this if the offsets are set up, but requires using the mouse and takes a few seconds to complete, and pre-filling would be a big help. sug_huuyl8715cadoaw 2026-09-30T15:24:52Z 2026-10-23T17:54:08Z When entering a CD or AP Invoice, in the Payee ID or Vendor ID field, typing the first few letters of the ID will open up the dropdown with vendors, but then I need to either down-arrow or mouse click within the dropdown to select the vendor. It would be more efficient to be able to select the top option simply by tabbing to the next field. sug_ezbcmxkgqhgtqph 2026-09-30T22:04:36Z 2026-10-23T17:52:49Z MIP currently does not sort the records in an ACH payment file. When the file has mixed CCD/PPD records, the file creates multiple batches which greatly increases the complexity of reconciling the bank accounts as each batch posts separately. The only "solution" is to manually select only CCD vendors, run the payment and then select the remaining payments and run another file, then upload both to the bank. This is an inefficient use of staff resources on something that should be relatively easy to address through software. We would like the ability to sort the ACH files by CCD and PPD records, limiting the file to 2 batches at most. sug_xdqj1mivdnmzbgw 2026-10-01T13:52:31Z 2026-10-23T17:51:49Z In classic on a completed (but not posted) API or CD, you can change the vendor (API) or Payee (CD) without losing the transaction lines. In Modern, changing the vendor\Payee ID clears all the transactions lines. That needs to stop. Leave the transaction lines. They are simply realizing they selected the wrong vendor. sug_mrmgujdlozlnh38 2026-10-01T16:11:11Z 2026-10-23T17:49:59Z When importing files, we often use 000 for our cost center and restriction code. We type them in the import, but when the file uploads, all the zeros disappear, causing issues in the Trial Balance. We would like this import issue corrected. sug_mmsalikhxqcto3g 2026-10-02T20:58:44Z 2026-10-23T17:48:36Z It would be helpful to have the option to select a date range for a check you want to void prior to creating the session. We have checks in the system going back to 2005. Because of this, it takes an extremely long time to load a void session to void a check. sug_2aul9mhgqk9qiyz 2026-10-05T15:08:15Z 2026-10-23T17:46:37Z Suspense tab. Suspense number. There are a limited number of characters for the suspense number; however, the client can type in a long suspense number. The validation happens at SAVE. Clients could type in several lines of suspense items only to have to changes suspense numbers when they save. Suspense numbers are not always numbers. It is useful to type beginning balance rather than a number. Either have a validation (like Classic) immediately on typing the suspense number or expand the characters for suspense numbers. The description field is longer and helpful but doesn't replace the suspense number. sug_e5lbalogewrsddp 2026-10-06T14:00:15Z 2026-10-23T17:43:35Z If an invoice in API needs multiple (like 20 entries) to that invoice that you can change the GL all at once, instead of going in manually to each individual API invoice entry and change the 20 GLs. sug_pi8ifcmttrhfkfi 2026-10-06T18:39:59Z 2026-10-23T17:42:47Z When entering transactions in the cloud the screen area is extremely small and you are unable to see the entire transaction without using the scroll bar, unless you make the screen even smaller. Even when you use the expand feature, the expand feature does not allow you to expand the entire screen area. You should be able to expand as large as you can with the expand feature or by dragging the corners to expand the transaction entry screen. This makes for entering transactions very slow. sug_tx286hyfsv4ij2e 2026-10-07T21:38:31Z 2026-10-23T17:41:58Z In modern, the set up adjust balances menu for payroll is on the employee record. That needs to be it's own menu. I don't want to visit each employee record to enter leave adjustments. I want to enter one employee and keep going. I suggest the Payroll > Processing menu at the end. sug_dtmhlop6dobwkfk 2026-10-12T18:20:59Z 2026-10-23T17:41:33Z Add ability to regenerate payroll direct deposit file in modern. sug_0mlgfsrmk62eibf 2026-10-16T19:29:25Z 2026-10-23T17:41:29Z In Time Entry, EWS Timesheets cells allow arrow keys and mouse scroll to change the input number, which has been cumbersome. Could the arrow keys and mouse scroll not be coded to work as in Excel? In Excel, for example, arrow keys move cursor to other cells without altering numbers, and mouse scroll wheels move page, not change numbers in fields. I question the need for arrow keys and mice changing hours in a timesheet as a functionality. Attached is the cell sensitivity verbiage we use in our Standard Operating Procedures. Thank you for the consideration. sug_jbayoc9goolorwv 2026-10-07T15:35:15Z 2026-10-23T17:40:25Z Have a field in the GL Account balances that shows whether a line item is currently posted or unposted. Overall, the GL Account Balances should show the balance of an account with both posted and unposted items. It is a quicker way to view a real-time balance vs needing to run an Extended GL Report sug_ed8ivlzxlw63bwr 2026-10-09T16:24:55Z 2026-10-23T17:37:34Z allow negative numbers in the accrual column for leave. When we adjust balances, we use the accrual column so we don't distort actual leave taken. We need to be able to enter a negative leave adjustment. sug_regzptnlu0pvckn 2026-10-09T16:36:32Z 2026-10-23T17:36:47Z If garnishments are set up on the garnishment tab in HR, then there needs to be a place to calculate garnishments in modern payroll before the calculate payroll step which is labeled select process groups. sug_tlrztvqxzlduxan 2026-10-09T18:23:16Z 2026-10-23T17:35:00Z Some fields which are dropdown lists allow you to type a code to get there more quickly. Other fields require scrolling the list. Please program to allow typing in any dropdown lsit. sug_fiacvuvtemraezt 2026-10-16T13:41:07Z 2026-10-23T17:31:02Z Would be so nice to have the option to change Vendor IDs in cloud instead of Classic only. I hardly work in Classic anymore and have to stop what I'm doing to log in to Classic when a Vendor ID needs changes. sug_v74bohkjllvpvcr 2026-10-16T14:11:33Z 2026-10-23T17:26:41Z This would allow us to open a session without having to redo any filters that we may have on the manage sessions tab. I attach documents in bulk to sessions, it would save time if I could just right click the session hyperlink and open in a new tab. Instead I have to search for the session, click the hyperlink, attach my document, go back to manage sessions, redo the same filter, and repeat the process. sug_erhzhxanbu6vu8j 2026-10-20T18:50:53Z 2026-10-23T17:09:28Z Currently, once an attachment has been uploaded and assigned to a category in MIP Cloud, there does not appear to be an option to move or reassign that attachment to a different category. If an attachment is accidentally assigned to the wrong category, or needs to be reorganized later, the user must delete the original attachment and re-upload it to the correct category. My suggestion is to add the ability to change an attachment's assigned category after it has been uploaded by either: - Providing an option to edit or change the category assigned to an existing attachment. - Allowing users to select and drag-and-drop an attachment from one category to another within the Attachments tab. This would make attachment management more efficient and user-friendly. sug_im46enclsbua3gf 2026-10-21T13:19:19Z 2026-10-23T17:08:10Z System does not give a choice on which pay period does not have benefit deductions on months that have three pay periods. (We pay biweekly, and deduct twice a month). System forces us to have deductions come out on the first and second pay periods of the month. It would be helpful to have the option to have deductions come out on the second and third pay periods, especially when there is open enrollment and folks are still settling on their new deductions. It gives us all a little more time to ensure all new deductions are correct. sug_pdpxdo9txsktjxq 2026-10-22T16:12:12Z 2026-10-23T17:05:32Z In classic, you can copy an RE statement format to an SA (and vise versa) format without having to rebuild the format. That allows clients to have all their formats for both statements without rebuilding. Currently, we build the format in modern. I jump to classic and copy it over. sug_ypb42mblgupbgzp 2026-10-22T16:14:45Z 2026-10-23T17:03:08Z In classic, you can go directly to the statement format from the financial statement report set up. I'd like that ability in modern. Additionally, if you create a new format on a duplicate tab, the report does not update. You have to leave the report and return to it to select the new format. sug_v52qaviae7radkb 2026-09-10T19:02:01Z 2026-09-25T14:16:29Z It would be helpful if MIP had the functionality to create sub-accounts on the balance sheet. For example, the purchase of property with sub-accounts for the building, the land, improvements, furniture & fixtures etc. sug_nqveowmqbrtakjo 2026-09-16T18:17:21Z 2026-09-25T14:15:49Z Gentlemen: I've never understood why the Copy and Paste commands aren't available in the A/P session. In our company, there are invoices that have to be broken down into up to 30 lines, and if some lines need to be reversed, they can't be copied and pasted. I think that if that function were available, it would make our work much easier. Thanks Orestes Adults Mankind Organization, Inc. sug_iqy9yd9hocbvgpj 2026-09-17T15:59:04Z 2026-09-25T14:10:00Z We use MIP Fund Accounting alongside AI agents for month-end and budget analysis, and the current REST API only exposes vendor-attached documents — journal vouchers, cash disbursements and the check register carry no retrievable document IDs, so entire expense accounts return empty rather than erroring, which is a hard failure to catch. Please consider publishing an official MCP (Model Context Protocol) server for MIP with read access to the full transaction register including JV and CD line detail, complete chart-of-accounts titles, and budget figures. A scoped, read-only MCP connector would let AI tools work against MIP the way they already do against SharePoint and Salesforce and other major platforms, without each organization building and maintaining its own API wrapper. sug_lrv4bry9oaqbogd 2026-09-18T19:04:09Z 2026-09-25T14:07:41Z Add a checkbox option to not send emails regarding EFT payments during ACH processing. There have been times when we had an error in our NACHA file and had to void and reissue payments. Vendors then get multiple emails regarding the payment, and it can be confusing. Being able to change it while in the ACH process would be helpful. sug_cpmjpadp30wetoh 2026-09-18T19:19:51Z 2026-09-25T14:05:24Z It would be helpful to have an option to see whether a vendor's EFT information is marked as "Personal Account" on the ACH processing screen. Our bank requires us to separate CCD (Non-personal) and PPD (Personal Account) files. Sometimes the box under the vendor profile for Personal Account doesn't get checked, and this causes a huge issue when it is discovered after the final ACH NACHA file has been created. It would be helpful if we could see this before processing and hopefully prevent errors. sug_5cu5unerobdigxj 2026-09-23T15:16:01Z 2026-09-25T14:04:51Z It would be very handy to have a kiosk of some sort that new vendors could upload their W9 to and/or enter their information. They could also make updates in billing address, contact information, direct deposits, and so forth. We work in a large service area and input new vendors on a consistent basis. sug_nbl8u4sftdlu3wk 2026-09-25T13:06:54Z 2026-09-25T14:04:19Z In MIP Fund Accounting, the Labor Hours allocation method dynamically calculates percentage splits based on total hourly labor distribution in payroll history. We request an enhancement to allow filtering labor hours by Benefit Codes or Employee Attributes on the Allocation Code Method Tab. Current Limitation When using the Labor Hours method, the calculation automatically includes all hourly labor distribution transferred from payroll for recipient segments during the date range. MIP currently lacks a native way to isolate labor hours tied to specific subsets of personnel (e.g., benefit-eligible or full-time staff). Proposed Enhancement Method Tab Filtering UI: On Maintain > Allocation Codes (when Method = Labor Hours), add a Filter Criteria section allowing users to select:Benefit Codes (e.g., include hours only from employees assigned to specific active benefit codes). Employee Attributes / User-Defined Fields (e.g., Full-Time/Part-Time status, Job Code, or Position). Calculation Logic: During Activities > Process Allocations, the calculation engine evaluates payroll history (PRHistEarningDetails) and filters hours based on the assigned employee criteria before determining the relative recipient percentage splits. Business Value Grant Compliance: Enables non-profits to meet strict funder rules that require administrative allocations based exclusively on benefit-eligible labor hours. Automation: Replaces manual spreadsheet calculations and static Table Method entries with dynamic, automated allocations. Integration: Connects HR/Payroll employee parameters directly to GL allocation processing. sug_samo7icqtylb5qe 2026-08-27T20:47:17Z 2026-09-10T18:15:40Z Have the option to add GL, Fund, and/or other segment fields to checks in check designer. This would allow the signer to see where the funds were applied when signing. sug_7rteug0z2zf4it3 2026-08-27T22:58:16Z 2026-09-10T18:15:08Z When I drilldown on the trial balance then export it to Excel, the only dates listed are Document Date and Posted Date. Would you please include Effective Date? Otherwise, when troubleshooting balances, I can't tell when transactions actually hit the trial balance. sug_imuvlloykvifzvh 2026-09-03T17:00:25Z 2026-09-10T18:10:46Z Include the Effective Date field in everything users are able to view, e.g. Vendor Balances, Trial Balance drilldowns, Bank Recs. We have vendors who issue invoices (Document Date) on the 10th of the month before the service is provided (Effective Date). It's the effective date that affects the GL, so it would be really great to be able to see that information. sug_qwb1did4evrgjml 2026-09-08T19:15:43Z 2026-09-10T18:04:52Z A simple dropdown with options such as: Prior Year, Current Year-to-Date, Current Year to Last Month, Current Month, Prior Month, etc. would saves lots of keystrokes. sug_foceouvl0w8bzk9 2026-09-09T14:29:55Z 2026-09-10T18:04:21Z sug_4oyiaqgtcs5aclk 2026-09-09T15:38:47Z 2026-09-10T18:03:23Z When MIP starts, it loads all account segment codes into memory. This causes performance issues if there are a large number of codes. We are requesting MIP be able to handle account segment codes differently, so it does not affect MIP performance. sug_6fyy9ucu6hu1dli 2026-08-19T17:30:47Z 2026-08-27T18:10:26Z We are adding on the Microix module and in doing so employees will now be selecting the vendor for the payment requests. We use vendors, primarily for housing complexes, that own multiple housing complexes, have the checks mailed to different addresses based on the complex, but the DBA name and 1099 business name isn't the same as any of the DBA's. It would be helpful to be able to create multiple vendors, based on DBA, but enter the same 1099 info in the 1099 vendor setup screens, and have the software merge the applicable 1099 information when they are issued. sug_47knlluwce4j3uq 2026-08-24T18:21:11Z 2026-08-27T18:06:21Z sug_o5ht31oodi8ygqe 2026-08-25T20:19:36Z 2026-08-27T18:05:57Z We would like to request the option to use OAuth with M365 instead of SMTP for the email setup in Momentive. Microsoft will be disabling basic authentication in December 2026, and will remove the feature by mid 2027. We are currently using this to send emails to vendors when ACHs are processed to pay them. https://techcommunity.microsoft.com/blog/exchange/updated-exchange-online-smtp-auth-basic-authentication-deprecation-timeline/4489835 sug_mce2na0xekuuz5q 2026-08-26T20:48:24Z 2026-08-27T18:02:55Z Default timesheets display on the same page as regular timesheets. This is confusing to clients. Clients frequently delete default timesheets when seen next to regular timesheets. Deleting default timesheets causes much extra work as they have to be recreated. Move Default Timesheets to their own menu in the list. Using Payroll > Timesheets, you add timesheets then generate timesheets. Those generated regular timesheets show on the same display at default timesheets. Picture included. Clients then think timesheets are doubled. Classic has a workflow in which the default and the regular/supplemental entry portals are completely separate. sug_acrc2si3idxidom 2026-08-03T15:16:27Z 2026-08-14T18:09:22Z sug_yefcravm8p9lhtp 2026-08-06T20:10:22Z 2026-08-14T18:07:53Z Currently during the transfer payroll to accounting process, if you want to accrue payroll so the expense hits in the proper month on split month pay periods, it accrues everything. This causes a problem with Employer Insurance Benefits. For instance, for bi-weekly pay periods, the employer insurance benefit expenses during the 1st two payrolls of the month. When using the payroll accrual feature, this causes the monthly employer insurance expense to be incorrect. Need an option to allow certain benefits to hit on the actual pay date, rather than being accrued. sug_xmeavbpmtw8bv8c 2026-08-14T18:04:09Z 2026-08-14T18:05:40Z In the Accounts Receivable Module, having the option to track the total contract amount or purchase order approved amount, less total billed over the period or under the purchase order number, and the remaining balance on the face of the invoice or customer statement. This would require adding a budgeted or approved billing amount field, a field to track the amount billed, and the remaining on the face of the customer statement. sug_pecmxcclccqho7p 2026-08-07T13:25:32Z 2026-08-14T18:03:13Z If you transfer a session from Microix to MIP, your coding had to have been done either in Microix or if not, in MIP. But if you already transferred to MIP and needed to recall coding from a previously posted transaction, you couldn't do so. It would be nice to have a feature where you could recall coding from any other session that was posted and have that coding be present in the session ID brought from Microix into MIP. It would save a lot of data entry. Thanks. sug_4hqesm2cmxpapgl 2026-08-12T12:29:09Z 2026-08-14T18:00:49Z The "Post" and "Delete" buttons on the Unposted Sessions screen should have a prompt to confirm your intent. It would also be very helpful if the buttons were farther apart to prevent unintentionally hitting the wrong button by mistake. 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.