MIPC215 – MIP Cloud Reporting

Course Level: Basic
Prerequisites: Participants must have access to the web component of MIP Cloud prior to class.
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
One and One Half Hour Class

MIP Cloud delivers everything you need to track, report, and manage finances according to your unique revenue sources in an intuitive modern user interface. This course focuses on generating reports, reviewing content, and becoming familiar with the reporting interface.

One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. In this course, you will gain an understanding of the reporting engine, by examining the report builder, default reports, filter options and date fields available through MIP Cloud Reporting. You will also review list reports, transaction reports, and analysis reports.

During the course you will be able to 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 “MIPC216 – MIP Cloud Financial Statements” and “MIPC217 – MIP Cloud Advanced Reporting Functions” courses.

By the end of the session, you will be able to:

  • Create, view and export reports using the Report Builder.
  • Identify the information available in List, Transaction, and Analysis reports.
  • Define date selections for reports.
  • Export reports using the Report Queue.

FA234 – MIP Fund Accounting Data Import/Export

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.
  • FA228 – MIP Fund Accounting Fixed Assets Management

    Course Level: Intermediate
    Prerequisite: General Ledger Transaction Entry
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 2
    Two-Hour Class
    Published: 01/2018

    In this course, participants learn how to create asset codes to track individual assets, depreciation and warranty information. Participants also learn how to enter assets during transaction entry of accounts payable invoices or while entering cash disbursements; transferring depreciation calculations to the general ledger; and disposal of assets. The course concludes with a discussion of various fixed asset reports.

    By the end of the session, you will be able to:

    • Set up the Fixed Assets module.
    • Create and modify assets.
    • Use the Fixed Assets quick entry form.
    • Calculate, review, adjust, dispose, and transfer depreciation.
    • Generate reports on Fixed Assets.

    FA208 – MIP Fund Accounting Accounts Receivable Billing

    Course Level: Basic
    Prerequisite: General Ledger Transaction Entry, MIP Fund Accounting Accounts Receivable Processing
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 2
    Two-Hour Class

    Attend this class to learn how to take advantage of advanced receivable features. This course focuses on using the Accounts Receivable Billing module. The Accounts Receivable Billing module seamlessly integrates with the Accounts Receivable Reporting module providing more options for reducing costs and improving service. Learn how to set up sales taxes, generate and print customer invoices, and prepare customer statements.

    For additional training, and to learn more about daily processing tasks in the Accounts Receivable Reporting module, attend the “FA207 – MIP Fund Accounting Accounts Receivable Processing” course. To learn how to create your own customer statement formats attend the “FA226 – MIP Fund Accounting Forms Designer” course.

    By the end of the session, you will be able to:

    • Create sales tax authorities and sales tax codes
    • Apply sales taxes to taxable customers
    • Print accounts receivable invoices
    • Edit printed but unposted accounts receivable invoices
    • Void posted accounts receivable invoices

    FA207 – MIP Fund Accounting Accounts Receivable Processing

    Course Level: Basic
    Prerequisite: General Ledger Transaction Entry
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 3
    Three-Hour Class

    Attend this class to learn processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices and credit memos, and process cash receipts and prepayments.

    This course focuses on daily processing tasks in the Accounts Receivable Reporting module. For additional training, and to learn more about creating invoices and personalizing customer statements, attend the “FA208 MIP Fund Accounting Accounts Receivable Billing” course.

    By the end of the session, you will be able to:

    • Set up default customer discount and prepayment information
    • Create a customer
    • Rename or merge customers
    • Enter accounts receivable invoices and apply credit memos and receipts
    • Enter and apply prepayments
    • Discuss options for correcting errors
    • Review customer balances and transaction history
    • Evaluate accounts receivable balances using aging, summary, and detailed reports

    FA234 – MIP Fund Accounting Data Import/Export

    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.