Course Level: Intermediate
Prerequisites: Reporting attendance or reporting proficiency
Recommended Prerequisites:
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024
This course builds on the skills learned in Reporting while focusing on creating basic financial statements. This course will train users how to take advantage of the quick financial statements and default financial statements features. You will also learn how to create basic custom financial statements. The course will also cover custom columns, report groups, and the drill-down analyzer.
For additional training, and to learn more about reports and financial statements, attend the “FA217 – MIP Accounting Advanced Financial Statements” course.
By the end of the session, you will be able to:
- Print quick financial statements
- Set up and print default financial statements
- Create custom financial statement formats
- Create custom financial reports
- Apply report groups and custom columns to reports
- Analyze financial data with the drill-down analyzer
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
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.
