Course Level: Advanced
Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 11/2020
Have you ever wanted to transfer vendors, customers, employees, or even a chart of accounts into MIP Fund Accounting? Are you tired of entering the same transaction data twice? The Import/Export module gives you the power to import data directly into Accounting or Payroll. Learn how to import vendors, customers, and even accounting transactions!
This demonstration course follows the import process from start to finish, thoroughly covering the most commonly used import and export options. After the presentation participants complete practice exercises and correspond with the session leader via e-mail.
By the end of the class, you will be able to:
Identify the different types of data formats available.
Identify the sections of a definition file and understand how they are used.
Apply transaction specific formatting statements.
“Match” a definition file to a data file using format statements.
Read and troubleshoot import error reports.
Select the export options that work best for reports and financial statements.
Course Level: Basic
Prerequisites: None
Instructional Method: Self-Study (virtual trainer)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: 13 Minutes
Published: 9/15/2023
Learning Snippets are short demonstrations of the features and functions you use the most. This Learning Snippet will demonstrate how to create a data file, one required component to import data into MIP Fund Accounting.
Course Level: Basic
Prerequisites: None
Instructional Method: Self-Study (virtual trainer)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: 16 Minutes
Published: 9/15/2023
Learning Snippets are short demonstrations of the features and functions you use the most. This Learning Snippet will demonstrate how to read and create definition files, one required component to import data into MIP Fund Accounting.
Course Level: Basic
Prerequisites: None
Instructional Method: Self-Study (virtual trainer)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: 10 Minutes
Published: 9/15/2023
Learning Snippets are short demonstrations of the features and functions you use the most. This Learning Snippet will demonstrate how to import previously created definition and data files, to bring in the information you need, into the MIP Fund Accounting.