Archives

FR50306 – Fundraising 50 Event Management

The Events feature is a comprehensive special event management tool that assists you in the planning, organization and coordination of your fundraising events and their related activities. In this recorded session you can discover efficient ways to handle event planning, recording invitations and responses, tracking attendance and fees, and also generating event-related reports.

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.

FR50304 – Fundraising 50 Basic Reports

This recorded session describes the importance of manipulating nestled report queries in order to produce accurate reports. You will discover how to identify the various Report Types as well as how to properly utilize the Setup design tabs and various other optional tools used in customizing your reporting needs. In addition, you will also explore how to properly maintain the reports that you use on a regular basis.

FR50303 – Fundraising 50 Basic Query

This recorded session focuses on data entry concepts and methods used when querying for information from within the system. Review methods used to create simple Basic queries along with more complex Full queries. Also examine how to maintain queries utilizing the Query module tools.

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.

MIPC307 – MIP Cloud Accounts Receivable Processing: Self-Study

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class
Recommended Prerequisite: MIPC314 – MIP Cloud Dashboard & 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 will cover processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices, and enter A/R receipts, credit customers, as well as generate reports.

After completing this course, you will be able to:

  • Create and edit customer records
  • Create accounts receivable invoice sessions
  • Use techniques to streamline invoice entry
  • Post accounts receivable invoice sessions
  • Enter accounts receivable receipts
  • Credit customer accounts with AR credits
  • Identify accounts receivable reporting options

MIPC323 – MIP Cloud Encumbrances Self-Study

Course Level: Intermediate
Prerequisite: General Ledger Transaction Entry attendance or general ledger transaction entry proficiency
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

Encumbrances help you manage expenditures and control your budget. This course covers how to encumber funds, review balances, and liquidate encumbrances. You will learn the process of creating a manual encumbrance, checking available budget balances, and liquidating encumbrances manually and with an accounts payable invoice. You will also learn about important encumbrance reports.

For additional training, and to learn more about creating purchase orders and processing accounts payable, attend the “MIPC205 – MIP Cloud Accounts Payable Processing” course.

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

  • Enter manual encumbrances
  • Check encumbrance and budget balances while entering expenditure transactions
  • Manually liquidate outstanding encumbrances
  • Liquidate encumbrances while entering accounts payable invoices and cash disbursements

MIPC322 – MIP Cloud Budget: Recorded Session

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

MIPC321 – MIP Cloud Bank Reconciliation: Self-Study

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