MIP Ideas Portal

22 Vote

Add an "effective date" to the distribution codes.

This would give me the ability to have distribution codes go into effect at a certain point in the future and allow me to have the history of past distributions.

Created 3 Oct 06:03pm by Guest

MIP - Fund Accounting / Allocations Management

0
1 Vote

Improve reports in Allocations Management

The output report for Allocations Management prints on two pages wide, without the row titles repeating. Generally the report is 2 pages long, creating a pdf that is unchangeable with four pages. it's inefficient to export to Excel and reformat ...

Created 31 Aug 02:49pm by Melissa Bechtel

MIP - Fund Accounting / Allocations Management

3
15 Vote

Allocation Code - increase Pool code segments

As a non-profit who's primary source of funding is federal funds, many of the federal grants that are specific for 'individuals' (such as DOL employment and training grants) require different types of activity tracking for the grants (multiple lay...

Created 12 Dec 09:45pm by Jessica Roche

MIP - Fund Accounting / Allocations Management

1
6 Vote

Create a table that allows an "Organization Preference" for when a distribution code is valid. Also track distribution code history.

We use distribution codes. When they change I have to run a hard copy report to show auditors when the distribution code changed.

Created 29 Jul 04:29pm by Guest

MIP - Fund Accounting / Allocations Management

1
9 Vote

Include unposted transaction in Statement of Activities

to capture transaction in real time.

Created 30 Nov 11:08pm by Guest

MIP - Fund Accounting / Allocations Management

0
12 Vote

The ability to move a new line you have just added up into the prior lines

Currently when you add a new line it stays at the bottom and won't allow you to move the line up. It would be extremely helpful to able to move a new line up in order. That would make the line easier to find and entering the percentages much eas...

Created 23 Aug 12:34pm by Guest

MIP - Fund Accounting / Allocations Management

1
2 Vote

Allow allocation entries to use the original transaction description.

This would be enormously helpful when trying to identify what the expense was actually for once it has been allocated out to the different cost centers.

Created 20 May 05:08pm by Guest

MIP - Fund Accounting / Allocations Management

0
1 Vote

Please add Distribution Code tables as an option for Allocations

Updating one Distribution Code table instead of having to go into each Allocation Code to update the table would be great. We have 15 allocations, but they really operate off 2 tables that could easily be updated in one place (distribution codes)...

Created 30 Jan 03:43pm by Melissa Bechtel

MIP - Fund Accounting / Allocations Management

0
2 Vote

Make the % Remaining column so it can be filtered.

We need to create a report of all accounts under a certain percentage remaining for budget purposes.

Created 26 Mar 05:49pm by Teresa Leeman

MIP - Fund Accounting / Allocations Management

0
1 Vote

Allow the Allocation Calculation Report format to be modified and add the option to run it after the JVA is created

Include the option to run the Allocation Calculation Report before and after the JVA is created to access its history. Add the option to edit the report format to get all columns to fit on a single page when exporting to PDF or adjust column...

Created 22 Aug 09:43pm by Guest

MIP - Fund Accounting / Allocations Management

0