January 20, 2027 - MCG Lunch & Learn: New Year, Cleaner MIP®: 10 Things to Review in Your System for 2027 (1–2 PM ET)
Start 2027 with a practical MIP® system checkup. Review setup, security, reporting, records, reconciliations, document management, and manual processes to identify cleanup opportunities and ways to work more efficiently. By the end of this session, participants will be able to: • Identify outdated, unused, or unnecessary chart of accounts codes that may need review or cleanup. • Review user access and security settings for potential updates. • Identify reporting setups and recurring reports that could be simplified or standardized. • Review recurring entries and determine whether they are still accurate and necessary. • Recognize opportunities to clean up vendor and customer records. • Evaluate current bank reconciliation practices and identify areas for improvement. • Review how attachments and supporting documents are being stored and managed in MIP®. • Identify manual processes that may be simplified using existing MIP® functionality. • Develop a practical list of system cleanup priorities for 2027.
$99.00