Overview

Welcome to the online documentation for the MIPS Treasurer's Package. This page will breifly describe the process of logging in and navigating the application. Other topics can be selected from the menu to read more about them.

Signing In

Login Screen
Login Screen

Once the MIPS Treasurer application has been launched, a login screen will be presented. Enter the username and password provided to sign in. Keep in mind the password is case sensitive.

After signing in, the program will check for any updates that might be available and guide you through the installation process.

Navigation

Treasurer Application Overview
1 - Application Ribbon 3 - Work Area
2 - Main Menu 4 - Shopping Cart

Navigating in the MIPS Treasurer application can be achieved by clicking on a category from the Main Menu. This will expand that category and display additional options. Clicking on an option here will usually open a new tab at the top of the Work Area. If multiple screens are open, multiple tabs will be displayed here and switching between screens is as easy as clicking a different tab. To close a given screen, click the red X button on the right hand side of the tab.

For those lucky enough to have multiple monitors, the Pin icon will pop out that tab into its own window to be moved to a different monitor. To put it back in, just click the Pin icon again on the additional window.

The Reports option, found in each category of the Main Menu will show a list of reports specific to the category in which it is found. For example, the Reports option under Tax Collection will display reports dealing with Tax Collections and Distribution.

Viewing and Editing Records

After opening an edit screen, such as the Tax Sales screen, there is no record to display initially. To view a record, click the Find button usually found in the upper left hand corner. A search or browse screen will be displayed and allow for selecting a record for display.

When using one of the browse screens, such as the one shown here, the results displayed can be filtered by typing into the Filter box.  Some screens will have additional filter options listed at the top.  Once a record has been found, it can be displayed by selecting it from the list by either left clicking and clicking OK or by double clicking.

Browse Screen
A Browse screen with one record highlighted

To edit a particular record once it has been displayed, click the Edit button in the toolbar.  This will set the form into edit mode and open certain fields to be changed.  Keep in mind that not all fields for a particular record can be changed, and not all records can be edited.  If a record is being edited, that screen cannot be closed without first saving or cancelling any changes.

 
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