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.
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.
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: 1.5 Hour
Published: 8/2024
This recorded session 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 and 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
Course Level: Advanced
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIPC216 – MIP Cloud Financial Statements
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: 1.5 hours
Published: 11/2024
This Self-Paced course is designed 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 in various required financial statements.
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 FAS 117 compliant financial statements
- Create a GASB 34 Statement of Activities
Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIP314 – MIP Cloud Dashboards & Analytics
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 how to reconcile General Ledger cash accounts with the corresponding bank statements. Participants will learn how to clear Checks/Vouchers, Deposits, and Other Cash Items. They will discover when to create and how to clear Suspense Items. The information on the Summary page will be explored. The session concludes with a discussion of available reports.
By the end of the session, you will be able to:
- Access the bank reconciliation module and establish required permissions
- Create and use reconiliation IDs
- Use each tab of the reconcile cash accounts form
- Determine which reports are available for the module
Course Level: Basic
Recommended Prerequisite: Participants must have access to the web component of MIP to complete activities.
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: Two Hours
Budgeting is a proven methodology that helps organizations monitor fiscal performance and control expenditures. This recorded session demonstrates the powerful tools available with the MIP Cloud Budget Module. Module setup, budget versions, primary budget controls, budget worksheets, manual budget entries, budgets revisions, and reporting options are covered.
By the end of the session, you will be able to:
- Define budget versions, set up primary budget controls, and enable critical segments
- Create budget versions
- Use the budget worksheet
- Validate budget entries and transfer to accounting
- Create manual budget entries
- Adjust posted budgets for revisions
- Define available budget reports
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.
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
Do you use giving levels to recognize your donors for their contributions?
Acknowledging the contributions of your family of donors is important in sustaining a lasting relationship with them. View this recorded session to discover how to define giving levels within Fundraising 50. Learn how to create detailed custom reports utilizing customized defined fields and giving levels. Explore how to create a custom export file using calculated amounts.
Has your Annual Campaign Officer requested a report providing each constituent’s total giving to this year’s Annual Campaign?
View this recorded session and discover how to create your own defined fields used to calculate and store site-specific information. Review the difference between a full and an advanced query. Learn to create advanced queries which also include comparison queries by using defined fields from various query cards.
