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.
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.
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.
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.
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.
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.
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.
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.
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
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
