Every year we see large sums paid to outside processing companies to print checks and produce tax reports.  Additionally, the manual work done to manipulate the data provided in order to post those transactions to MIP is time consuming and subject to balancing and other errors.  Learn how to use MIP Payroll to save time, money and more accurately record employee costs.

Now that you know the basics, we’ll dig deeper into the payroll module and how to make corrections, process off cycle checks, prepare tax filings and year-end reports and forms.

MIP’s HR module is a building block that adds not only added employee information like education and certification tracking but also adds significant payroll enhancements through Benefit and Leave Plans as well as the ability to script specific custom actions.  This course will introduce and review the primary functions of the HR module..

There’s a lot you can do with MIP’s HR.  This session will explore complex Benefit and Leave plans, mass update, multiple employee pay rates as well as enhanced EWS functionality.

If automating timesheets and allowing employees to have more access to their information is a priority for you, EWS may be the answer.  This session will review the timekeeping and reporting capabilities of EWS along with processing Benefit Enrollment through MIP.

The HR module has its own, separate from accounting, report writer.  Learn how to generate, print and distribute HR reports.  We’ll also discuss querying features for formatting reports.

Bring your questions to this open forum discussion of MIP’s HR & EWS modules.  This is a great session for existing users of one or both modules as well as a great session for organizations not currently using these modules, but looking to hear from existing users.

Which Electronic Timesheet solution is best for your organization?  We’ll compare and contrast both applications in this session.  We’ll discuss polling time clocks, timesheet approval workflows and using Micriox Timesheets in conjunction with the MIP Payroll – HR – EWS solution or using Microix Timesheets standalone.

If your organization needs to improve your recruiting, onboarding and employee training requirements then attend this session and learn how Visibility Software’s Cyber Recruiter attracts the most qualified applicants and improves communications between HR and hiring managers. Cyber Train manages all training requirements, course enrollments, and certifications ensuring all is up-to-date and easily accessible.  Learn how to take your MIP HR module to the next level!

Every organization has bills to pay.  In this session, we’ll review the primary AP functions of Vendor Maintenance, writing checks and running AP Reports.

There’s a lot more to Accounts Payable processing then just creating vendors and writing checks.  We will review correcting posted transactions, the proper way to void checks, 1099 processing and other processes beyond the basics.

AvidXchange is the largest business-to-business payment network in the US, servicing more than 5,000 customers and 400,000 suppliers nationwide.  The solution provides AP professionals with a faster, more reliable and secure way to process invoices and make payments.  AvidXchange enhances MIP’s AP module by helping increase organizational efficiencies, providing greater insight into the overall company cash flow.

Purchasing can be a nightmare if policies and procedures aren’t followed.  Using a requisition system helps ensure that money spent is approved and properly coded, helping to maintain budgetary control and authorization integrity.  Microix also has the ability to interface with vendor websites, a full inventory module and other features to help control your costs and processes.

The basic reporting in MIP provides lists, transactions and financial reports along with module specific information. We will review the built-in MIP Report Writer and show you have to build basic reports using Content, Filters and Options.

Financial reports are created with the built-in MIP Reporting tool. But there are some extra steps that will make your reports more relevant and customizable. This session will take the basic reporting one step further to dig into financial statement creation and the drill-down viewer.

When all else fails, we fall back to Excel to format our reports or combine data where a native report falls short. Drillpoint or the MIP Advanced Report Writer is an Excel add-on that allows you to pull information directly from the MIP database eliminating the need to export your reports to fix them up with all the features in Excel.

Net Asset Roll Forward Reporting is an essential reporting tool for two reasons: reducing burdens for Grants Management and Audit Workpaper Preparation. Attendees will see how this tool helps ensure that only the exact amount awarded is expended for each grant and helps auditors realize trial balances tie to ending net assets as stated in prior year’s audited financial statements. We’ll show how to summarize data using Segment Substitution and additional possibilities that use of Groups can provide.

Take your reporting and analysis to the next level with MIP Report Groups.  Report Groups provide a way to roll up and organize segment accounts.  Go another step further and learn how to easily map your GL, Program and Restriction segments to Form 990 where you will ultimately print out 990 Worksheets.  Enhance your knowledge and transparency of how your organization reports financial data to the IRS.

Cost allocation is a necessary part of accepting federal grants. We’ll discuss what the regulations say about cost allocation, including the new 10% de minimus options, understanding the difference between direct and indirect costing and resources for writing your own plan.

If life were simple you would have a single funding source to report to and every program and location would have discrete costs, easily identifiable. But, life in a nonprofit isn’t that simple. Many costs are shared among the various revenue sources, programs, departments and locations. Allocations and Distributions provide automated tools to share those items equitably and most importantly, defensibly for your auditors.

Unlike the government, our agencies have to live within our means. Budgets and debt ceilings can be arbitrarily raised. The MIP Budget module provides the tools to get your budgets entered into MIP along with revisions, multiple versions and actual/budget reporting. Come learn how to use these tools and ease the burden of staying on track.

This session will discuss methodologies behind creating budgets regardless of software application. Learn tips and tricks to making the budget process an easier endeavor.

We’ll discuss an alternative to MIP’s Budget module for organizations that require more robust workflows and line item details decentralizing the process to allow mangers to prepare detailed worksheets with narratives for each GL number and enable budgeting for employee/open positions with benefits and allocate to specific cost centers.

Ditch your time-consuming spreadsheets. The advanced operating, salary and capital multi-user non-profit budgeting management software – Questica Budget – allows organizations to calculate overhead allocations, capture supporting notes and itemized details, budget by employee or position, and run unlimited what-if scenarios. Plus, Questica Budget seamlessly integrate with MIP’s financial, human resources and payroll components.

Transaction Troubleshooting is a very popular and necessary topic.  We all do our best to create accurate input but sometimes, the results aren’t what we expected.  This class will review how to find and fix errors in transaction entry regardless of module.

It seems like every week, we are requested to help a client bring data into MIP from an outside source.  With payroll services, outsourced AP processing or just the desire to put journal entries into Excel, Importing is a necessary process.  Come to this session and learn how to create import DEFinition files along with some standard practices to make importing easier.  This is a double, hands-on session so be sure to bring a laptop with MIP loaded.

MIP Fund Accounting offers additional modules that do not necessarily warrant a full 90-minute breakout session. In this session we’ll introduce attendees to these additional modules: Fixed Assets, EFT for AP, Forms Designer, AR Reporting & Billing, Advanced Security, Encumbrances, Scheduler and Bank Feed. This is a great venue to determine if your organization might be missing any needed functionality that may make your job easier. Bring your questions as you’ll get your answers.

This session is for anyone using MIP Classic or Modern in the MIP Cloud, or anyone curious about the MIP Cloud Modern User Interface. We’ll take a deep-dive into the most significant enhancements in the Modern UI, other general improvements, dashboards, the difference between the two Interfaces and what to expect from a performance standpoint.

This session will discuss your options for hosting MIP and other software packages that may or may not interface with MIP for on-premises and subscription systems. We’ll also discuss the importance of security and data redundancies.

This session will take attendees through the full Grants Management lifecycle from the new application & renewal processes to the end of the grant. While MIP does a great job of financial accounting reporting of grants, eCivis helps simplify the entire grant progression. This solution will replace the now defunct MIP Grant Management application.

Capture, index and store, retrieve, distribute and archive with Paperless Environment’s PVAULT® to secure and manage electronic content so your organization complies with federal, state and local electronic information requirements.  Extend this functionality with DOC ROUTE™ to distribute content electronically to others in the organization using pre-defined or ad-hoc route rules in-house or externally with ePortal.

Bring your questions to this open forum discussion of MIP’s HR & EWS modules.  This is a great session for existing users of one or both modules as well as a great session for organizations not currently using these modules, but looking to hear from existing users.

Learn best practices for compiling a Policy & Procedure manual and what to include and/or add to conform with Uniform Guidance and other recent new standards.

In this session the most efficient ways to minimize your preparation time for your audits and what to expect from your auditors.

Have you ever wondered how to turn off the backup reminder when exiting MIP?  Do you have sufficient security to ensure internal controls are being followed?  This session will review the administration of MIP including security, controls and global and workstation program options.

Learn how to prevent, spot and recover from an instance of fraud. This session we will discuss ways to safeguard your organization and what to do to recover from fraud.

This general session will show you how to work smarter and more efficiently.  This interactive presentation will highlight many of the things you can do to make your work go faster and more efficiently.

This session is a Q & A forum where our session leaders address your questions: specific to your organization, not covered in enough detail in our regular sessions, as they relate to best practices or whatever is on your mind.


For our 15th Annual MIP User Conference we are expanding our exhibitor presence. MIP users have been asking for more information about integrated 3rd party enhancements so we thought bringing a diverse group of vendors to the Conference to exhibit in our General Session ballroom and presenting in a 90-minute breakout session would be beneficial. For detailed information about the following exhibitors we recommend visiting their respective web sites, spending time with them at the Conference and sitting in on a breakout session.

Advanced Budgeting with MIP Fund Accounting Integration

A Euna Solutions Brand, comprises highly configurable budgeting and performance management systems built to help agencies modernize business processes. These solutions enable data-driven budgeting and decision-making while increasing data accuracy, saving time and improving stakeholder trust.

Cyber Recruiter Applicant Tracking (ATS)
Cyber Train Training Management (TMS)

People are the keys to success for your nonprofit organization today and your Talent Acquisition strategy is vital to ensuring your organization’s mission success. We’ve spent 20+ years helping nonprofits like yours improve talent acquisition and talent growth outcomes through best practices and process engineering combined with great HR tech. If you are ready to learn best practices on how to win the Nonprofit Talent Management war attend our session to see the Talent Acquisition Strategy 6 Stage Framework for Amazing Talent Outcomes.

Automate the Entire AP Process
Accounts Payable Automation with MIP Fund Accounting Integration

Document Management – Document Routing Workflows

eCivis (Grants Made Simple)

A Euna Solutions Brand, is the most widely used and complete grants management software solution. The only grants management solution purpose-built for both grantees and grantors, this solution addresses the unique challenges faced by agencies simultaneously receiving and awarding grant funds.

Vertical Computers
IT Solutions for Non-Profits and Government Agencies

Financial Technologies Management (Outsourced Accounting)
Financial Technologies & Management’s outsourced accounting and bookkeeping services are available on a permanent, interim, or project-by-project basis. We work on-site, remotely, or a combination of the two to meet your needs.