MIPC208 – MIP Cloud Accounts Receivable Billing

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

FA249 – MIP Fund Accounting Human Resource Management Processing

Course Level: Intermediate
Prerequisites: We recocommend a general understanding of payroll and human resource management processes.

Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 03/2021

The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for Human Resource Management professionals, this course covers managing employees and processing payrolls. Participants will learn how to add and maintain employee records, apply benefit and leave plans, track organization educational and certification requirements, capture FMLA and EEO data, schedule employee events, maintain complete employment history, and create timesheets.

This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management

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

Maintain employee information.

Track employee education and certification requirements.

Track FMLA and EEO data.

Process payrolls using additional Human Resource Management module functionality.

Perform custom queries.

FA252 – MIP Fund Accounting Human Resource Management Report Writer

Course Level: Intermediate
Prerequisites: FA249 – MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class

In this course, you will learn how to create custom reports using Report Writer, the powerful reporting tool included in the MIP Human Resource Management module. We will discuss in detail the three ways to create reports in Report Writer: using the report wizard, modifying a standard report, and using Microsoft SQL scripts. In addition, we will highlight various features within the product to help you produce sophisticated personalized reports.

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

Assign appropriate rights for HR Management users for use in Report Writer.
Use the Standard Report Wizard to create basic reports.
Copy and modify standard reports using the Report Designer, including adding fields, creating summary fields, and creating calculated fields.
Import and export reports from Report Writer.
Adjust page layout, hide fields conditionally, and format reports using the filter string editor.
Use the Report Script Editor to add custom SQL queries.

FA256 – MIP Fund Accounting Employee Web Services for Administrators

Course Level: Intermediate
Prerequisites:
FA104 – MIP Fund Accounting Human Resource Management Workshop or
FA248 – MIP Fund Accounting Human Resource Management Setup and FA249 – MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5

One and one-half hour Class
Published: 06/2021

The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for human resource managers who need to understand the integrations between Employee Web Services, Human Resource Management, and Payroll in MIP Fund Accounting.

We strongly recommend that participants have a thorough understanding of timesheet and payroll processing concepts and practices before attending this workshop. Please see the recommended course prerequisites.

This class covers the pre-configuration work in Payroll and Human Resource Management as well as administrative tasks and payroll processing. Participants will learn how to create cost centers, set up timesheets, create EWS accounts for employees, approve employee time entries, leave requests, and expenses. The course concludes with reviewing timesheets and processing payroll.

Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed. Participants will also be able to ask questions interactively.

This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
Employee Web Services

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

Describe how the Employee Web Services module integrates with the Human Resource Management and Payroll modules.
Set up cost centers.
Define global timesheet settings.
Define employee timesheet settings.
Create employee accounts.
Process payrolls using Employee Web Services and Human Resource Management module functionality.

FA257 – MIP Fund Accounting Employee Web Services for Managers

Course Level: Beginner
Prerequisites: None

Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One-Hour Class
Published: 06/2021

The MIP Fund Accounting Employee Web Services Module provides a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for managers using Employee Web Services to review and approve time, leave, and expense entries.

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

Review and approve time, leave, and expense entries.

Create and send messages to your employees.

FA258 – MIP Fund Accounting Employee Web Services for Employees

Course Level: Beginner
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One-Hour Class
Published: 06/2021

This course is focused on employee activities; entering time, leave, and expenses as well as editing personal information.

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

Enter your hours on a timesheet.

Request leave and enter leave taken.

Enter expenses for reimbursement.

Create and send messages to your manager and Human Resources.

MIPC201 – MIP Cloud System Administration

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024

This course will cover creating an organization’s accounting database, and performing general application housekeeping and administration. You will receive an overview of the structure and design of the components of the database and in-depth information on the utilities that control the database itself and the integrity of the data entry process for the database.

For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “MIPC202 – MIP Cloud Accounting Administration and Setup” course.

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

Navigate within both MIP Cloud interfaces: the modern user interface and the classic user interface.
Create a new organization database and modify organization settings.
Attach encrypted documents in the cloud and manage categories
View available activity and audit logs
Initiate data integrity checks and review the default table structure

MIPC202 – MIP Cloud Accounting Admin and Setup

This course tours the available setup items in your MIP Cloud database as it pertains to your general ledger and reporting. You will learn how to set up chart of account codes and use the model account feature. This is followed by a discussion on features critical to reporting with closing account assignments and offset account assignments. We also include a section on expediting data entry and preventing errors with lessons on distribution codes and account code combinations. Finally, you’ll learn how to attach documents to the available transaction types in the application

For additional training, and to learn more about administrative setup of the application, attend the “MIPC201 – MIP Clooud System Administration” course.

After completing this course, you will be able to:

Create chart of accounts codes, and use model accounts.
Create offset account assignments, closing account assignments, account code combinations and distribution codes.
Distinguish between valid and invalid account code combinations.
List which forms the attachments feature is available for in the application, and demonstrate how to attach documents.

MIPC203 – MIP Cloud Basic Transactions

This course covers entering simple transactions in the general ledger such as journal vouchers, cash disbursements, cash receipts, write checks, and write receipts.

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

Create, edit, view and post basic general ledger transctions.
Discuss the auto-increment feature in the product
Cite considerations for creating session IDs
Produce a receipt of deposit or a write check in the application.

MIPC204 – MIP Cloud Correcting Transactions

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIPC305 – MIP Cloud Accounts Payable Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One Hour Class
Published: 03/2024

This course covers correcting transactions in the general ledger, using the Accounts Payable module as an example. In this course, we will learn how to correct documents at the session level, or document level, as well as making corrections to the general ledger such as voiding checks or recording check spoilage. These concepts can be applied to multiple modules in the product.

For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “MIPC205 – MIP Cloud Accounts Payable Processing” course.

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

Reverse and copy entire sessions of documents.
Reverse and copy individual documents within sessions.
Void checks or vouchers, and record check spoilage.