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
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: 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.
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.
Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
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 empower administrators with the essential competencies to configure, maintain, and oversee the Microix Requisitions Module.
