Course Level: Basic
Prerequisites: General Ledger Transaction Entry
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
View this recorded session to learn how to use the Electronic Funds Transfer for Accounts Payable module to save time, money, and the hassle of printing and mailing checks. The module seamlessly integrates with the Accounts Payable module providing more options for reducing costs and improving service. Learn how to distribute payments via electronic funds transfer.
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.
After completing this course, you will be able to:
- Set up electronic funds transfer banking information
- Discuss pre-notes, their creation and use
- Add vendor bank information to vendor records
- Create vendor payment vouchers
- Create an electronic file of vendor payments
- Produce reports of vendor electronic funds transfer payments
Course Level: Basic
Prerequisites: General Ledger Transaction Entry
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
View this recorded session to learn how to use the Electronic Funds Transfer for Accounts Payable module to save time, money, and the hassle of printing and mailing checks. The module seamlessly integrates with the Accounts Payable module providing more options for reducing costs and improving service. Learn how to distribute payments via electronic funds transfer.
For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “FA205 – MIP Fund Accounting Accounts Payable Processing” course.
After completing this course, you will be able to:
- Set up electronic funds transfer banking information
- Discuss pre-notes, their creation and use
- Add vendor bank information to vendor records
- Create vendor payment vouchers
- Create an electronic file of vendor payments
- Produce reports of vendor electronic funds transfer payments
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
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class
Recommended Prerequisite: MIPC314 – MIP Cloud Dashboard & 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 will cover processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices, and enter A/R receipts, credit customers, as well as generate reports.
After completing this course, you will be able to:
- Create and edit customer records
- Create accounts receivable invoice sessions
- Use techniques to streamline invoice entry
- Post accounts receivable invoice sessions
- Enter accounts receivable receipts
- Credit customer accounts with AR credits
- Identify accounts receivable reporting options
Course Level: Intermediate
Prerequisites: FA248 – MIP Fund Accounting Human Resource Management Setup, FA249 – MIP Fund Accounting Human Resource Management Processing, FA253 – MIP Fund Accounting Employee Web Services
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 takes a deep dive into the Benefit Enrollment module for MIP Human Resource Management. Over the course of several lessons, learn the open enrollment big picture and understand how each step relates to the entire process. Learn how to create benefit enrollment groups and enrollment plans ahead of time and then, at the time of your choosing, flip the switch to start open enrollment. Enrolling in elections as an employee will also be covered to help you understand the employee experience and prepare you for common questions. Post enrollment activities such as approving elections and exporting data for benefit providers will also be covered.
Note: The Benefit Enrollment module is fully integrated into the Human Resource Management and Employee Web Services modules. Successfully setting up and implementing Benefit Enrollment requires a strong foundation on both of these modules as well as the Payroll module. In addition, to get the most out of this training course, the Payroll, Human Resource Management, Employee Web Services, and Benefit Enrollment modules should be installed prior to class.
By the end of the session, you will be able to:
- Create appropriate rights for HR Management users for use in Benefit Enrollment.
- Create Benefit Plan Groups in the HR code table, and assign employees to these groups.
- Understand the relationship between Benefit Plans and Enrollment Plans.
- Create and manage Enrollment Plans, including rolling enrollment, if needed.
- Add instructions for employee enrollment in HR, and activate employee enrollment.
- Enroll in benefits using EWS, and troubleshoot the most common EWS login issues.
- Verify employee enrollment in HR using two methods, and modify enrollment as needed.
- Understand what steps may be required to export data to benefit providers.
- Execute an update benefits wizard to finalize new enrollment elections.
Course Level: Advanced
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 a Client Consolidation file for each of the client organizations that are to be combined. The participants will learn how to create the consolidation organization. The requirements of the client organizations as well of those of the consolidation organization are covered in detail. The course also outlines the Maintain Accounting selections available in the consolidation organization and provides an overview of the available aggregated reports.
Note: In order to complete the class activities, a special training database, only available to On Premise customers, must be installed prior to the start of your session. Hosted customers my follow the process outlined in the training manual. Important instructions are included with your registration confirmation.
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
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
Do you use giving levels to recognize your donors for their contributions?
Acknowledging the contributions of your family of donors is important in sustaining a lasting relationship with them. View this recorded session to discover how to define giving levels within Fundraising 50. Learn how to create detailed custom reports utilizing customized defined fields and giving levels. Explore how to create a custom export file using calculated amounts.
Has your Annual Campaign Officer requested a report providing each constituent’s total giving to this year’s Annual Campaign?
View this recorded session and discover how to create your own defined fields used to calculate and store site-specific information. Review the difference between a full and an advanced query. Learn to create advanced queries which also include comparison queries by using defined fields from various query cards.
