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GSM304 GiveSmart Fundraise Reporting

Course Level: Basic
Recommended CPE Credits:Not Eligible for CPE

Reporting within GiveSmart Fundraise allows your organization to retrieve data about your supporters and their transactions. The GiveSmart Fundraise Reporting training course is designed to empower administrators and users with the knowledge and skill needed to successfully generate reports within GiveSmart Fundraise.

MIPC314 – MIP Cloud Dashboards and Analytics: Recorded Session

Course Level: Basic
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: One Hour

The Dashboards and Analytics course will prepare you to pull key performance indicators and
custom dashboards of your organization’s data on day one. Beginning with navigation and customizing your workspace, you’ll then learn how to use the product’s built-in dashboards to create custom dashboards with widgets and data that are of interest to you.

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

  • Log into MIP Cloud to manage your user account and use common navigation terminology
  • Distinguish between KPIs and Charts
  • Use default dashboards for analysis
  • Refresh, filter, and customize the dashboard.

GSM306 GiveSmart Fundraise Donor Engagement with Text Messaging

Course Level: Basic

Get more out of GiveSmart Fundraise by utilizing text messaging as a donor engagement tool. Keep your supporters informed and guide your donors to higher levels of giving by creating a text-to-subscribe keyword, uploading your supporters, and scheduling custom outbound text messages. The GiveSmart Fundraise Donor Engagement with Text Messaging training course is designed to empower administrators and users with the knowledge and skill needed to successfully communicate with supporters via text messaging.

GSM307 GiveSmart Fundraise Create a Campaign Landing Page or Activity Landing Page

Course Level: Basic

Get more out of GiveSmart Fundraise by utilizing a Campaign Landing Page or Activity Landing Page. Keep your supporters informed and guide your donors to higher levels of giving by creating a customized landing page with custom content and branding. The GiveSmart Fundraise Create a Campaign Landing Page or Activity Landing Page training course is designed to empower administrators and users with the knowledge and skill needed to successfully build and manage a Campaign Landing Page or Activity Landing Page.

FA304 – MIP Fund Accounting General Ledger Activities: Self-study

Course Level: Basic
Prerequisites: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: Not Eligible for CPE
Two-Hour Class
Published: 01/2024

This course covers general ledger activities using the General Ledger module. Focus will be on the online Check Writing and Receipt Writing features. Participants will learn how to void checks, copy/reverse sessions and edit system-generated checks. Also covered are the procedures for closing the fiscal year.

FA326 – MIP Fund Accounting Forms Designer: Self-Study

Course Level: Basic
Prerequisites: 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: One Hour

This self-study course covers how to create custom forms that add a personal touch to communications and reduce costs. Using a check as an example, you will learn all the tools available for customizing forms. These tools can be applied to invoices, customer statements, purchase orders and more.

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

  • Select the appropriate Forms Designer template
  • Add custom text, signatures, and logos to a custom format
  • Modify the data displayed on a custom format
  • Add or modify a MICR field on a check
  • Import a custom layout

FA327 – MIP Fund Accounting Sales Order Entry: Recorded Session

Course Level: Basic
Prerequisite: Accounts Receivable Billing
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: One Hour

This recorded session covers creating and fulfilling sales orders. Participants will learn how to set up the Order Entry module and how the module integrates with Accounts Receivable Billing. Participants will also learn how to enter a quote and commit a sales order for cash sales or sales on-account, and print accounts receivable invoices. Cancelling orders and processing customer returns are also covered. The course concludes with a discussion of various sales order related reports. 

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

  • Enter cash and charge sales orders
  • Complete an order fulfillment form
  • Cancel a sales order and enter customer returns
  • Print invoices and create accounting transactions
  • Identify reports for sales order reporting

FA331 – MIP Fund Accounting Data Consolidation: Self-study

Course Level: Advanced
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 covers how to create a Client Consolidation file for each of the client organizations that are to be combined. The participants will learn how to create the consolidation organization. The requirements of the client organizations as well of those of the consolidation organization are covered in detail. The course also outlines the Maintain Accounting selections available in the consolidation organization and provides an overview of the available aggregated reports.

Note: In order to complete the class activities, a special training database, only available to On Premise customers, must be installed prior to the start of your session. Hosted customers my follow the process outlined in the training manual. Important instructions are included with your registration confirmation.

FA355 – MIP Fund Accounting Benefit Enrollment: Recorded Session

Course Level: Intermediate
Prerequisites: FA248 – MIP Fund Accounting Human Resource Management Setup, FA249 – MIP Fund Accounting Human Resource Management Processing, FA253 – MIP Fund Accounting Employee Web Services
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: One Hour

This recorded session takes a deep dive into the Benefit Enrollment module for MIP Human Resource Management. Over the course of several lessons, learn the open enrollment big picture and understand how each step relates to the entire process. Learn how to create benefit enrollment groups and enrollment plans ahead of time and then, at the time of your choosing, flip the switch to start open enrollment. Enrolling in elections as an employee will also be covered to help you understand the employee experience and prepare you for common questions. Post enrollment activities such as approving elections and exporting data for benefit providers will also be covered.

Note: The Benefit Enrollment module is fully integrated into the Human Resource Management and Employee Web Services modules. Successfully setting up and implementing Benefit Enrollment requires a strong foundation on both of these modules as well as the Payroll module. In addition, to get the most out of this training course, the Payroll, Human Resource Management, Employee Web Services, and Benefit Enrollment modules should be installed prior to class.

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

  • Create appropriate rights for HR Management users for use in Benefit Enrollment.
  • Create Benefit Plan Groups in the HR code table, and assign employees to these groups.
  • Understand the relationship between Benefit Plans and Enrollment Plans.
  • Create and manage Enrollment Plans, including rolling enrollment, if needed.
  • Add instructions for employee enrollment in HR, and activate employee enrollment.
  • Enroll in benefits using EWS, and troubleshoot the most common EWS login issues.
  • Verify employee enrollment in HR using two methods, and modify enrollment as needed.
  • Understand what steps may be required to export data to benefit providers.
  • Execute an update benefits wizard to finalize new enrollment elections.

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.