I would like a more robust Account Inquiry screen in MIP

2 votes

I would like an added Account Inquiry function in MIP. There needs to be an easy, user friendly, way to quickly and thoroughly search individual account balances, across years, in one place without having to create a report every time that is not very well formatted once it is exported. Specifically, a good Account Inquiry function would provide both summarized and detailed history for accounts without having to specify the date range when doing the query. The inquiry screen should be able to show account summary across a range of years on one screen and be able to drill down on accounts to get a list of every transaction that makes up that account balance. It should also show budget information. This should be available without having to export anything to Excel. All fields in the chart of accounts should be available to query on and you should not have to drag anything anywhere. Tyler/MUNIS Account Inquiry is an excellent example of a user-friendly function to look into.

Customer Suggestion Suggested by: Darren Bennett (18 Jul) • Upvoted: 13 Aug • Comments: 1

Comments: 1 Oldest | Newest | Most likes | Fewest likes

24 Jul
Janine Allen, Sr. Product Manager, MIP Admin
Hi Darren,

Have you had an opportunity to review the Account Balances and Budget Balances screens? This should provide you with most of the information you are looking to find.

In MIP Modern, it is available under Operations>Account Balances or Available Budget Balances.
In MIP Classic, it is available under Activities>Display Balances>Account Balances or Available Budget Balances.

Thank you,
Janine