FA358 – MIP Fund Accounting Employee Web Services for Employees

Course Level: Beginner
Prerequisites: None
Instructional Method: Recorded Session (recorded instructor led discussion with training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: approximately 20 minutes screen time
Published: 02/2024

This Self-Paced course is designed for employees using MIP Fund Accounting Employee Web Services to enter time, leave, and expenses. Editing personal information and sending messages to managers will also be covered.

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.

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.
  • FA357 – MIP Fund Accounting Employee Web Services for Managers

    Course Level: Beginner
    Prerequisites: FA358 – MIP Fund Accounting Employee Web Services for Employees

    Instructional Method: Recorded Session (recorded instructor led discussion with training guide)
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: One Year from Purchase
    Estimated Time to Complete: approximately 20 minutes screen time
    Published: 02/2024

    This Self-Paced course is designed for managers using MIP Fund Accounting Employee Web Services to review and approve time, leave, and expense entries for their employees. How to create and send messages is also covered.

    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.

    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.
  • MIPC306 – 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: 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: 2 Hours
    Published: 09/19/2023

    In this recorded session, 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 several 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.

    MIPC315 – MIP Cloud Reporting

    Course Level: Basic
    Prerequisites: Participants must have access to the web component of MIP Cloud prior to class.
    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: 1 Hour
    Published: 12/15/2022

    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 recorded session 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 complete hands-on activities, using the included training guide, 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.

    MIPC305 – MIP Cloud Accounts Payable Processing: Self-Study

    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: 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 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 payables 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

    MIPC304 – MIP Cloud Correcting Transactions: Recorded Session

    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: Recorded Session
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: One Year from Purchase
    Estimated Time to Complete: One Hour

    This recorded session will discuss 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 “MIPC305 – 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.

    MIPC303 – MIP Cloud Basic Transactions: Recorded Session

    Course Level: Basic
    Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
    Recommended Prerequisite: None
    Instructional Method: Recorded Session
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: One Year from Purchase
    Estimated Time to Complete: One Hour

    This recorded session will discuss 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.

    MIPC330 – MIP Cloud User Defined Fields: Self-Study

    Course Level: Advanced
    Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
    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 show you how to unlock the potential of User Defined Fields and enhance your ability to gather and report customized
    organizational data. You will also learn how to create different types of user defined fields and practice applying them to the sample data. How to
    easily configure the data type, associated record types, or various characteristics of the UDF will also be covered.

    After completing this course, you will be able to:

    • Identify which UDF categories and types are available.
    • Identify which field type characteristics can be assigned to user defined fields.
    • Set up master-type, document-type, and transaction-type UDFs.
    • Enter transactions with UDF values.
    • Return UDF values in a report.

    MIPC302 – MIP Cloud Accounting Admin and Setup: Self-Study

    Course Level: Basic
    Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
    Recommended Prerequisite: None
    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 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 “FA201 – 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.

    MIPC301 – MIP Cloud System Administration: Recorded Session

    Course Level: Basic
    Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
    Recommended Prerequisite: None
    Instructional Method: Recorded Session
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: One Year from Purchase
    Estimated Time to Complete: Two Hour

    This recorded sesssion will discuss 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 “MIPC302 – 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