Navigation Pane
The Navigation pane is a function bar that directs access to grouped tasks. It only displays functions for modules that you have installed. When a function is selected, a work flow diagram, and its related tasks, display in the Task window.
Note: If a module is not owned or not installed, the feature will appear, but be disabled in the task window.
To gain more workspace while running in Navigator View, you can auto-hide the Navigation pane using the thumbtack next to the Navigator title bar. By clicking the thumbtack, the Navigation pane docks to the left of the Task window. To display the Navigation pane again, point to the area of the screen where the Navigation pane is located, and click the thumbtack again.
The Navigation pane is dynamic and dockable due to its ability to be positioned at any point in the screen. Drag and drop it to the desired position. You can also adjust the window size using the "resize handles" on the side. The Navigation pane can be turned on or off using the Minimize/Restore buttons (located in the top right corner of the pane).
Click the following links to view the functions for the MIP Fund Accounting system Navigator.
To access the MIP Advance system, click Go to MIP Advance, if owned. To learn more about the MIP Advance product and it's features, click MIP Advance Learn more. MIP Advance is a strategic, true fund accounting solution built with powerful analytical tools to help your team drive transparency, stewardship, and compliance while enabling you to effortlessly manage transactions, reduce manual processes, and flex and grow with the evolving needs of your organization. Your organization's database must be hosted in MIP's Private Cloud in order to experience the modern interface of the MIP Advance system.
To display the related tasks for this function bar, click on the plus (+) sign to expand the outline. When an item has been expanded, the plus (+) sign becomes a minus (-) sign. To collapse an item, simply click the minus sign.
Note: If a module is not owned or not installed, the feature will appear, but be disabled in the task window.
- Dashboard - Groups common functions related to the dashboards.
- Accounting Setup - Groups common functions related to the General Ledger system.
- Basic Transactions - Groups common functions related to processing General Ledger transactions.
- Accounts Payable - Groups common functions related to paying vendors, along with other accounts payable tasks.
- Accounts Receivable - Groups common functions related to invoicing, along with other accounts receivable tasks.
- Allocations - Groups common functions related to setting up, editing, and processing allocations.
- Budgeting - Groups common functions related to creating or revising the budget.
- Encumbrances - Groups common functions related to entering and liquidating encumbrances.
- Fixed Assets - Groups common functions related to setting up and processing assets, along with other fixed asset tasks.
- Purchasing - Groups common functions related to creating purchase orders and receiving tasks, along with managing inventory.
- Sales Order Entry - Groups common functions related to entering and fulfilling sales orders and recording returns.
- Session Manager - Groups common functions related to copying, reversing, or posting transactions, along with other session management tasks.
- GASB Reporting - Groups common functions related to formatting data requirements to produce compliant Governmental Accounting Standards Board (GASB) reports.
- Report Manager - Groups lists of reports, which display in the Process Manager window in the Reports tab. For example, click the Lists icon in the Task window and then click the Reports tab and double-click the Lists folder in the Process Manager window, to display all Lists reports.
- Charting - Groups common functions related to custom views of data shown in chart format.
- If you have an existing report with chart settings assigned, it can be displayed in the Navigator Charting function>Task window. These charts can be selected on the Charting function>Process Manager window>Charts tab.
To display the related tasks for this function bar, click on the plus (+) sign to expand the outline. When an item has been expanded, the plus (+) sign becomes a minus (-) sign. To collapse an item, simply click the minus sign.
Note: The Administration function bar displays, but will be disabled in the task window unless the Administrator has granted users and groups menu rights using Security>Set Up Organization Menus.
- System Setup - Groups common functions related to setting up an organization.
- Module Setup - Groups common functions related to setting up modules for the entire system.
- Security - Groups common functions involved in establishing users and their security.
- Maintenance - Groups common functions to help you maintain your database and updates.
To display the related tasks for this function bar, click on the plus (+) sign to expand the outline. When an item has been expanded, the plus (+) sign becomes a minus (-) sign. To collapse an item, simply click the minus sign.
Note: The Payroll function bar is only available if the Payroll module has been installed and added by the Administrator using Organization>Add a Module. When the Payroll module is owned and installed, the Payroll function bar displays, but will be disabled in the task window unless the Administrator has granted users and groups menu rights using Security>Set Up Organization Menus.
- Payroll Setup - Groups common functions related to setting up the Payroll module.
- Processing - Groups common functions involved in processing payroll.
- Report Manager - Groups lists of reports, which display in the Process Manager window in the Reports tab. For example, click the Lists icon in the Task window and then click the Reports tab and double-click the Lists folder in the Process Manager window, the system displays all Lists reports.
- Taxes and eFiling - Groups common functions related to producing federal and state tax forms and electronic payments.
To display the related tasks for this function bar, click on the plus (+) sign to expand the outline. When an item has been expanded, the plus (+) sign becomes a minus (-) sign. To collapse an item, simply click the minus sign.
Note: The Requisitions function bar is only available if the Electronic Requisitions module has been installed and added by the Administrator using Organization>Add a Module. When the Electronic Requisitions module is owned and installed, the Requisitions function bar displays, but will be disabled in the task window unless the Administrator has granted users and groups menu rights using Security>Set Up Organization Menus.
- Requisitions - Groups common functions associated with processing a requisition.
- Report Manager - Groups lists of reports, which display in the Process Manager window in the Reports tab. For example, click the Lists icon in the Task window and then click the Reports tab and double-click the Lists folder in the Process Manager window, the system displays all Lists reports.
To access the HR Management module, click HR Management, if owned. Once clicked, the HR Management system opens in a separate window and the logon screen displays. HR Management provides increased human resource management and reporting functionality. It is fully integrated with the MIP Fund Accounting Payroll module allowing a single point of entry for critical human resource data; thus eliminating the double entry of employee information. Your organization must own the HR Management module in order to view this function bar.