FA357 – MIP Accounting Employee Web Services for Managers

Course Level: Beginner
Prerequisites: FA358 – MIP 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 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.
  • FA358 – MIP 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 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.
  • FA372 – MIP Accounting EFT for AP: Recorded Session

    Course Level: Basic
    Prerequisites: General Ledger Transaction Entry
    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

    View this recorded session to learn how to use the Electronic Funds Transfer for Accounts Payable module to save time, money, and the hassle of printing and mailing checks. The module seamlessly integrates with the Accounts Payable module providing more options for reducing costs and improving service. Learn how to distribute payments via electronic funds transfer.

    For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “FA205 – MIP Accounting Accounts Payable Processing” course.

    After completing this course, you will be able to:

    • Set up electronic funds transfer banking information
    • Discuss pre-notes, their creation and use
    • Add vendor bank information to vendor records
    • Create vendor payment vouchers
    • Create an electronic file of vendor payments
    • Produce reports of vendor electronic funds transfer payments

    FR50305 – Fundraising 50 Mailings

    This recorded session equips you with the knowledge necessary for preparing acknowledgement letters, labels and envelopes. Explore ways to create custom merge gift acknowledgements tailored to meet your thank-you letter needs. Also, examine how to maintain merge templates for easy and fast retrieval purposes.

    GSM302 GiveSmart Fundraise Donation Form and Text-to-Donate

    The GiveSmart Fundraise Donation Form and Text-to-Donate class is designed to empower administrators with the knowledge and skill needed to successfully set up and maintain a fundraising campaign using a donation form and/or text-to-donate within GiveSmart Fundraise.
    The required class will familiarize learners with core concepts of creating Campaigns, text-to-donate keywords, donation forms, and confirmation pages. The course also covers managing the mobile experience and fulfillment reminders.

    GSM303 GiveSmart Fundraise Crowdfunding/Peer-to-Peer

    The GiveSmart Fundraise Crowdfunding /Peer-to-Peer course is designed to empower administrators and users with the knowledge and skill needed to successfully set up and maintain a Crowdfunding/Peer-to-Peer campaign within GiveSmart Fundraise.
    The self-study class will familiarize learners with core concepts of creating and maintaining Campaigns, including activities, keywords, and landing pages. The course also covers designing donation forms and confirmation pages.

    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.

    GSM305 GiveSmart Fundraise Campaign and Fundraising Thermometers

    Course Level: Basic

    GiveSmart Fundraise allows your organization to show dynamic thermometer screens at in-person events. The customizable screens allow you to promote text-to-donate or other ways to support your organization, celebrate progress toward your goal, and recognize donors. The GiveSmart Campaign and Fundraising Thermometers training course is designed to empower administrators and users with the knowledge and skill needed to successfully customize and
    display thermometer screens at their in-person events.

    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.