FA262 – MIP Fund Accounting 1095 Processing

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

We will show you how to correctly create and process IRS Form 1095, including:

  • Confirming Organization and Employee Information
  • Creating helpful reports
  • Navigating the Aatrix preparer grid
  • Producing, printing, and submitting the 1095 form electronically using Aatrix®

Key words: Year End, Tax, 1095

FA261 – MIP Fund Accounting 1099 Processing

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

In this course, participants will create, review, and correct IRS Forms and 1099-MISC, INT, DIV, R, and NEC. Participants will learn to produce and print the IRS forms in paper and submit electronically via Aatrix. Helpful reports and troubleshooting tips will be covered.

Key words: Year End, Tax, W-2

FA260 – MIP Fund Accounting W-2 Processing

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

In this course, participants will create, review, and correct IRS Forms (i.e. W-2’s, and W-3’s). Participants will learn to produce and print the IRS forms on paper and submit electronically via Aatrix. Participants will learn what is involved in starting a new payroll year. Helpful reports and troubleshooting tips will be covered.

Key words: Year End, Tax, W-2

MIPC217 – MIP Cloud Advanced Reporting Functions

Course Level: Advanced
Recommended Prerequisite: MIPC216 – MIP Cloud Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
90 Minute Class

Attend this class to take your financial reporting skills to the next level. This course covers the creation of complex financial statements. The use of segment substitution, report groups, segment substitution with report groups, and column subtotals will be introduced.

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

  • Incorporate segment substitution into custom financial statements
  • Incorporate report groups into custom financial statements
  • Create columnar based financial statements and incorporate subtotals
  • Create cross-fiscal year financial statements for grantors.

MIPC216 – MIP Cloud Financial Statements

Course Level: Basic
Prerequisites: Attend MIPC215
Recommended Prerequisites:
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
90 Minute Class

This course builds on the skills learned in Reporting while focusing on creating basic financial statements. Learn the requirements for building custom financial statement formats for the two most common statement types: a balance sheet, and the statement of revenues of expenditures. This course will train users how to take advantage of the default financial statements feature. You will also learn how to create basic custom financial statements, assign general ledger codes to existing formats, and build an entire financial statement format complete with sub-sections.

For additional training, and to learn more about reports and financial statements, attend the “MIPC217 – MIP Cloud Advanced Reporting Functions” course.

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

  • Print default financial statements
  • Create custom financial statement formats
  • Create custom financial reports

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.

MIPC206 – MIP Cloud Accounts Payable Analysis

Course Level: Basic
Prerequisites: MIPC305 – MIP Cloud Accounts Payable Processing or FA205 – MIP Fund Accounting Accounts Payable Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class

In this course, we will practice analyzing errors found in the Accounts Payable module. We begin with a discussion of available report categories, then a review of the corrections toolkit. Afterward, we will review three common accounts payable issues and the resolutions to each. Lastly, we’ll discover what features in the software can be used to prevent data entry errors.

This course covers topics related to the following modules:

Accounts Payable

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

  • Create reports for vendor information, payments, and analysis.
  • Access the vendor balances form and use Accounts Payable Analysis reports to review vendor balances.
  • List three common accounts payable issues and their solutions including methods to troubleshoot to find a resolution.
  • What features in the software can be used to prevent data entry errors with memorize documents, user defaults, and organization specified entry date controls.

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.

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.
  • FA248 – MIP Fund Accounting Human Resource Management Setup

    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 System Administrators and Human Resource Directors, this course focuses on setting up the module and defining organization specific fields, plans, and codes necessary to accurately process payrolls and maintain required employee information.

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

    For additional training, and to learn more about processing payrolls, attend the “FA249 – MIP Fund Accounting Human Resource Management Processing” course.

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

  • Describe how the Human Resource Management module integrates with the Payroll module.
  • Set up and manage security.
  • Define custom options and fields.
  • Create and apply custom benefit plans.
  • Create and apply custom leave plans.
  • Define salary grades and job codes.