Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIP314 – MIP Cloud Dashboards & Analytics
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024
This course covers how to reconcile General Ledger cash accounts with the corresponding bank statements. Participants will learn how to clear Checks/Vouchers, Deposits, and Other Cash Items. They will discover when to create and how to clear Suspense Items. The information on the Summary page will be explored. The session concludes with a discussion of available reports.
By the end of the session, you will be able to:
- Access the bank reconciliation module and establish required permissions
- Create and use reconiliation IDs
- Use each tab of the reconcile cash accounts form
- Determine which reports are available for the module
Course Level: Intermediate
Prerequisite: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 06/2021
In this course, participants learn how to create asset codes to track individual assets, depreciation and warranty information in MIP Cloud. 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.
Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIPC303 – MIP Cloud Basic Transactions: Recorded Session
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024
This course covers learn time-saving techniques for processing and reporting accounts payable transactions in MIP Cloud. Working through a series of real world lessons, you will learn each step in the accounts payable cycle from creating vendors, to entering invoices, to printing checks. You will also explore reporting options and how to use the Accounts Payable dashboard to assess your organization’s complete payable picture.
After completing this course, you will be able to:
- Create and edit vendor records
- Create accounts payable invoice sessions
- Use techniques to streamline invoice entry
- Post accounts payable invoice sessions
- Select invoices for payment
- Identify accounts payable reporting options
- Use the Accounts payable dashboard to evaluate payable performance
Course Level: Basic
Prerequisite: General Ledger Transaction Entry, MIP Cloud Accounts Receivable Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 11/2023
Attend this class to learn how to take advantage of advanced receivable features in MIP Cloud. 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, complete the “MIPC307 – MIP Cloud Accounts Receivable Processing” course. To learn how to create your own customer statement formats complete the “FA326 – 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
Course Level: Advanced
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2022
In this course participants will learn how to create and process allocation codes and print pre-allocation financial reports. Participants will also learn how to utilize the multiple calculation methods available and how to create sequential allocation calculations. Various allocation reports will be discussed.
By the end of the session, you will be able to:
- Create an Allocation code.
- Create an Allocation calculation.
- Process an Allocation calculation.
- Check the Allocation by running appropriate reports.
Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
Instructional Method: Self-Study (virtual trainer plus comprehensive training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One hour
The Microix Requisition module enables users to create purchase and payment requests electronically and submit them for approval. This streamlines the process, reduces data entry errors, and ensures approvals happen efficiently.
Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
Instructional Method: Self-Study (virtual trainer plus comprehensive training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One hour
This self-study course will help you learn how to navigate and use requisitions within the Microix Workflow Modules Modern system at your organization. The lessons in the required class will focus on navigation and essential tasks, such as creating and submitting requisitions, and managing and editing documents.
Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
Instructional Method: Self-Study (virtual trainer plus comprehensive training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: Two hours
This self-study course will empower administrators with the essential competencies to configure, maintain, and oversee the Microix Requisitions Module.
Application Consultant Exam/MIP Cloud System Administration topics. Candidates must score 80% or higher to obtain Application Consultant status.
Application Consultant Exam/ MIP Cloud Candidates must score 80% or higher to obtain Application Consultant status.
