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
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
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
Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
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 entering simple transactions in the general ledger such as journal vouchers, cash disbursements, cash receipts, write checks, and write receipts.
By the end of the session, you will be able to:
- Create, edit, view and post basic general ledger transctions.
- Discuss the auto-increment feature in the product
- Cite considerations for creating session IDs
- Produce a receipt of deposit or a write check in the application.
This basic level, recorded session examines how to enter and maintain constituent information. You will focus on how to create individual and organizational records using the Basic card. Other areas of study include how to setup Name and Address cards in each respective file and how to utilize the Desk Caddy feature.
This basic level, recorded session discusses the proper procedures for entering and maintaining gift information. You will examine the gift code structure that is used for entering gifts. In addition review how to add basic gifts such as cash, gift-in-kind, honor/memorial, and split gifts.
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.
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.
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.
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.
