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.

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.

MIP Cloud Product Knowledge – General Ledger Transactions

MIP Cloud Product Knowledge – Administration and Setup

MIPC305 – MIP Cloud Accounts Payable Processing: Self-Study

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIPC303 – MIP Cloud Basic Transactions: Recorded Session
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 learn time-saving techniques for processing and reporting accounts payable transactions in MIP Cloud. Working through a series of real world lessons, you will learn each step in the accounts payable cycle from creating vendors, to entering invoices, to printing checks. You will also explore reporting options and how to use the Accounts Payable dashboard to assess your organization’s complete payables picture.

After completing this course, you will be able to:

Create and edit vendor records
Create accounts payable invoice sessions
Use techniques to streamline invoice entry
Post accounts payable invoice sessions
Select invoices for payment
Identify accounts payable reporting options
Use the Accounts payable dashboard to evaluate payable performance

MIPC304 – MIP Cloud Correcting Transactions: Recorded Session

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIPC305 – MIP Cloud Accounts Payable Processing
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour

This recorded session will discuss correcting transactions in the general ledger, using the Accounts Payable module as an example. In this course, we will learn how to correct documents at the session level, or document level, as well as making corrections to the general ledger such as voiding checks or recording check spoilage. These concepts can be applied to multiple modules in the product.

For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “MIPC305 – MIP Cloud Accounts Payable Processing” course.

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

Reverse and copy entire sessions of documents.
Reverse and copy individual documents within sessions.
Void checks or vouchers, and record check spoilage.