Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
2 Hour Class
Published: 05/2024
Budgeting is a proven methodology that helps organizations monitor fiscal performance and control expenditures. This course demonstrates the powerful tools available with the MIP Cloud Budget Module. In this course we will discuss and create budget versions, create manual budget entries, create budget worksheets, modify budgets, and practice transferring budget transactions to Accounting. You will also learn how to create adjust posted budget worksheets for budget revisions and review available reporting options.
By the end of the session, you will be able to:
- Create budget versions
- Use the budget worksheet
- Validate budget entries and transfer to accounting
- Create manual budget entries
- Adjust posted budgets for revisions
- Review available budget reports
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
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 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: 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 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.
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 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 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.
Course Level: Basic
Prerequisites: Payroll Setup
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
This course picks up where the Payroll Setup course left off, completing the payroll cycle. Payroll Processing covers the procedures for entering and adjusting employee timesheets, calculating payrolls, and printing employee checks. You will also learn how to void checks, adjust payroll balances, and transfer payrolls to accounting. Common payroll reports are also reviewed.
For additional training, and to learn more about setting up payroll and distributing payments via direct deposit, attend the “FA245 – MIP Accounting Payroll Setup” and “FA247 – MIP Accounting Deposit for Payroll” courses.
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 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.
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.
Course Level: Intermediate
Prerequisite: Encumbrances attendance or encumbrances proficiency
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
In this course, students will explore the complete purchase cycle, from adding item codes, to issuing a purchase order, to creating an accounts payable invoice. Students will also be shown how to create a purchase order with encumbrances, receive the items, adjust the receipt if necessary, and then apply it to an invoice. Canceling purchase order items, voiding a purchase order, and a discussion of relevant reports are also covered in this class.
For additional training, and to learn more about working with encumbrances and processing accounts payable, attend the “FA223 – MIP Accounting Encumbrances” and “FA205 MIP Accounting Accounts Payable Processing” courses.
By the end of the session, you will be able to:
- Create item codes for frequently purchased goods and services
- Categorize items for easy application to purchase orders
- Define shipping and billing locations
- Print a purchase order
- Automatically create encumbrances with a purchase order
- Save time by applying a purchase order to an accounts payable invoice
- Cancel and void purchase order items
- Research and review purchase order history
