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MIPC317 – MIP Cloud Advanced Reporting Functions

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

MIPC316 – MIP Cloud Financial Statements

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

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.