FA101 - MIP Fund Accounting Core Workshop - Aug 10-12, 2026
Course Level: Basic
Prerequisites: We recommend a general understanding of product navigation.
Instructional Method: Group Live
Recommended CPE Credits: 20
Two and One-Half Day Class
This intensive 2.5 day course focuses on primary financial activities, providing a strong foundation for new customers and a broad understanding for more experienced customers. This course is ideal for accounts payable professionals, staff accountants, and the hands-on Chief Financial Officer.
You will learn core features of the general ledger, accounts payable, bank reconciliation, budget, and reporting modules. Study topics include creating and maintaining chart of account codes, processing and correcting accounts payable and general ledger transactions, creating and monitoring budgets, and reconciling bank accounts. You will also learn how to use the powerful built-in reporting tools to create reports and perform analysis.
Class is held Monday from 1:00 - 5:00 p.m. plus Tuesday and Wednesday, 9:00 a.m. - 5:00 p.m.
FA102 - MIP Fund Accounting Administration & Financial Reporting Workshop - Aug 13-14, 2026
Course Level: Intermediate
Prerequisites: FA101 - MIP Fund Accounting Core Workshop or at least six months experience working with transactions and reports.
Instructional Method: Group Live
Recommended CPE Credits: 14
Two-Day Class
Building on the topics discussed in the Core Accounting workshop, this advanced 2-day course is ideal for Controllers or Chief Financial Officers responsible for high level administrative tasks and advanced financial reporting. Topics discussed in this course include: accounting administration, general ledger, and general reporting, a deep dive into financial statements, and advanced financial statement features, and fiscal year closing activities.
To get the most from this course we recommend that customers first take the FA101 - MIP Fund Accounting Core Workshop or have at least six months experience working with a variety of transactions and creating custom reports.
Class is held: Thursday 9:00 a.m. - 5:00 p.m. and Friday 9:00 a.m. - 3:00 p.m.
FA105 - MIP Fund Accounting Employee Web Services Workshop - Jun 12, 2026
Course Level: Intermediate
Prerequisites:
FA104 – MIP Fund Accounting Human Resource Management Workshop or
FA248 - MIP Fund Accounting Human Resource Management Setup and FA249 - MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Live
Recommended CPE Credits: 4
One-Half Day Class
Published: 06/2021
The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access. This half-day workshop is designed for human resource managers who need to understand the integrations between Employee Web Services, Human Resource Management, and Payroll in MIP Fund Accounting.
We strongly recommend that participants have a thorough understanding of timesheet and payroll processing concepts and practices before attending this workshop. Please see the recommended course prerequisites.
This course is divided into three segments:
- EWS Setup and Administration – This portion will take approximately 60% of the total class time and covers the pre-configuration work in Payroll and Human Resource Management as well as administrative tasks and payroll processing. Participants will learn how to create cost centers, set up timesheets, create employee accounts, approve employee entries, and process payrolls.
- EWS for Employees – This section is focused on entering time, leave, and expenses as well as editing personal information.
- EWS for Managers – This portion covers review and approval of time, leave and expense entries.
This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
Employee Web Services
By the end of the session, you will be able to:
- Describe how the Employee Web Services module integrates with the Human Resource Management and Payroll modules.
- Set up cost centers.
- Define global timesheet settings.
- Define employee timesheet settings.
- Create employee accounts.
- Enter hours worked.
- Enter leave taken.
- Enter reimbursable expenses.
- Review and approve time, leave, and expense entries.
- Process payrolls using Employee Web Services and Human Resource Management module functionality.
Class is held: Friday - 9:00 a.m. - 1:00 p.m.
MIPC101 - MIP Cloud Core Workshop - Jul 27-29, 2026
Course Level: Basic
Prerequisites: We recommend a general understanding of product navigation.
Instructional Method: Group Live
Recommended CPE Credits: 20
Two and One-Half Day Class
This intensive 2.5-day course focuses on primary financial activities, providing a strong foundation for new customers and a broad understanding of MIP Cloud for more experienced customers. This course is ideal for accounts payable professionals, staff accountants, and the hands-on Chief Financial Officer.
You will learn core features of the general ledger, accounts payable, bank reconciliation, budget, and reporting modules. Study topics include creating and maintaining chart of account codes, processing and correcting accounts payable and general ledger transactions, creating and monitoring budgets, and reconciling bank accounts. You will also learn how to use the powerful built-in reporting tools to create reports and perform analysis.
This course is taught using the MIP Cloud Modern User Interface.
Class is held Monday from 1:00 - 5:00 p.m. plus Tuesday and Wednesday, 9:00 a.m. - 5:00 p.m.
