Automating Reports with MIP Fund Accounting Scheduler Module

If you're struggling to find time to run all the forms and reports you need without disrupting your busy day, then the MIP Fund Accounting Scheduler Module may be the answer. Scheduler works behind the scenes, automatically pulling data and running reports based on the parameters you pre-define.  Here's how it works.

Just Set It and Forget It

Long after the office closes for the day, the Scheduler Module continues to work, creating reports and automatically sending them to the people that you specify. That way, you can automate tasks that would normally take up valuable staff time and potentially tie up servers and computer resources.  Setting things up is as simple as 1-2-3.

1. Launch the Scheduler and enter an ID and description 
2. Choose an output option (Email, PDF, Printer, Excel) and determine who will receive the reports.
3. Schedule the frequency, period of time, and time of day.

  
Each time it runs, the Scheduler grabs the most up-to-date reporting information from MIP Fund Accounting. Plus, Scheduler can even be run for a single report or a bundle/batch. 

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Scheduler Module Reporting Options & Distribution

During setup, you can specify who receives the reports and in what format. Which means you can pre-schedule Board reports and have PDF copies automatically distributed by email to Board members before the meeting.  Or maybe schedule an updated Aging Report and have it available to your AR staff first thing Monday morning.  Plus, you get email confirmation when scheduled tasks are complete so you have peace of mind knowing everyone has the information they need, when they need it.

Not JUST for MIP Reports

The MIP Fund Accounting Scheduler Module isn't JUST for reports.  In fact, you can set up a Scheduler task for recurring transactions (like monthly lease payments, for instance) and have MIP Fund Accounting automatically post those transactions for you.  The Scheduler can also handle allocation calculations, with the ability to schedule automatic allocation processing over night.

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