Course Level: Basic
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024
One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. MIP Fund Accounting provides unique and powerful reporting tools that allow you to do just that. This course provides an overview of reporting capabilities and structure. You will participate in hands-on activities that will familiarize you with using default reports and creating your own custom reports.
For additional training, and to learn more about reports and financial statements, attend the “FA216 – MIP Fund Accounting Financial Statements” and “FA217 – MIP Fund Accounting Advanced Financial Statements” courses.
By the end of the session, you will be able to:
- Identify the information available in List, Transaction, and Analysis reports
- Use Navigator to quickly access your favorite reports
- View and print default reports
- Modify the content and design of reports
- Filter reports for specific information
- Define date selections for reports
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 02/2024
This course begins with the Accounting system setup in Administration. Participants will learn how to set up their accounting, organization and workstation preferences. Participants will be introduced to the table-driven chart of accounts structure and the different segments used in the training database.
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 01/2024
This course covers the basic transaction entry process using the General Ledger module. Focus will be on entering normal cash receipt and cash disbursement entries, and using each auxiliary button.
Participants will also learn how to change session information, access offset and distribution codes, enter beginning balances and year-end adjustments, plus create default transaction reports.
Course Level: Basic
Prerequisites: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024
This course covers general ledger activities using the General Ledger module. Focus will be on the online Check Writing and Receipt Writing features. Participants will learn how to void checks, copy/reverse sessions and edit system-generated checks. Also covered are the procedures for closing the fiscal year.
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 01/2024
This course is designed for the administrator responsible for system management. It addresses database management, housekeeping and security in the Administration system. The class covers how to create and manage an organizational database as well as how to set up users and grant security rights to the Administration, Accounting and Payroll systems.
Course Level: Basic
Prerequisites: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: Not Eligible for CPE
Two-Hour Class
Published: 01/2024
This course covers general ledger activities using the General Ledger module. Focus will be on the online Check Writing and Receipt Writing features. Participants will learn how to void checks, copy/reverse sessions and edit system-generated checks. Also covered are the procedures for closing the fiscal year.