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Are you using filters and shortcuts in Bank Rec? – MCG’s MIPster the Tipster™

Still Clicking One Check at a Time During Reconciliation?

If bank recs feel slow and click heavy, MIPster the Tipster is talking to you. This is for the finance professional who wants faster reconciliations and fewer wasted motions during month end.

In the Checks and Vouchers tab, you are not stuck scrolling endlessly. You can filter the view to see All items, only Cleared, or only Outstanding. And here’s the move most people miss. If you need to clear multiple checks at once, just highlight the rows and hit the space bar. No clicking each line. No unnecessary wrist work. Just fast, clean progress.

Use filters and keyboard shortcuts to speed through reconciliations. Small efficiency wins make a big difference when deadlines are tight.

Because reconciliation should not be click torture. Because faster workflows reduce errors. Because your time is better spent reviewing, not clicking.

If you want quicker bank recs and smoother month end closes, you are in the right place. If you enjoy clicking line by line, this is not for you.

Learn how to reconcile faster and work smarter in MIP with McGovern Consulting Group.

https://mcgoverncg.com/schedule/

https://www.freemipfundaccountingtraining.com/

#MIPFundAccounting #MIPCloud #BankReconciliation #AccountingWorkflow #NonprofitAccounting


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