MIPC229 – MIP Cloud Introduction to Allocations Management

Course Level: Advanced
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2022

In this course participants will learn how to create and process allocation codes and print pre-allocation financial reports. Participants will also learn how to utilize the multiple calculation methods available and how to create sequential allocation calculations. Various allocation reports will be discussed.

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

  • Create an Allocation code.
  • Create an Allocation calculation.
  • Process an Allocation calculation.
  • Check the Allocation by running appropriate reports.

FA258 – MIP Fund Accounting Employee Web Services for Employees

Course Level: Beginner
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One-Hour Class
Published: 06/2021

The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access.

This course is focused on employee activities; entering time, leave, and expenses as well as editing personal information.

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. Participants will also be able to ask questions interactively.

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.
  • FA257 – MIP Fund Accounting Employee Web Services for Managers

    Course Level: Beginner
    Prerequisites: None

    Instructional Method: Group Internet Based
    Recommended CPE Credits: 1
    One-Hour Class
    Published: 06/2021

    The MIP Fund Accounting Employee Web Services Module provides a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for managers using Employee Web Services to review and approve time, leave, and expense entries.

    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. Participants will also be able to ask questions interactively.

    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.
  • FA256 – MIP Fund Accounting Employee Web Services for Administrators

    Course Level: Intermediate
    Prerequisites:
    FA104 – MIP Fund Accounting Human Resource Management Workshop or
    FA248 – MIP Fund Accounting Human Resource Management Setup and FA249 – MIP Fund Accounting Human Resource Management Processing
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 1.5

    One and one-half hour Class
    Published: 06/2021

    The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for human resource managers who need to understand the integrations between Employee Web Services, Human Resource Management, and Payroll in MIP Fund Accounting.

    We strongly recommend that participants have a thorough understanding of timesheet and payroll processing concepts and practices before attending this workshop. Please see the recommended course prerequisites.

    This class covers the pre-configuration work in Payroll and Human Resource Management as well as administrative tasks and payroll processing. Participants will learn how to create cost centers, set up timesheets, create EWS accounts for employees, approve employee time entries, leave requests, and expenses. The course concludes with reviewing timesheets and processing payroll.

    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. Participants will also be able to ask questions interactively.

    This course covers topics related to the following modules:
    General Ledger
    Payroll
    Human Resource Management
    Employee Web Services

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

    • Describe how the Employee Web Services module integrates with the Human Resource Management and Payroll modules.
    • Set up cost centers.
    • Define global timesheet settings.
    • Define employee timesheet settings.
    • Create employee accounts.
    • Process payrolls using Employee Web Services and Human Resource Management module functionality.

    MIPC228 – MIP Cloud Fixed Assets Management

    Course Level: Intermediate
    Prerequisite: General Ledger Transaction Entry
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 2
    Two-Hour Class
    Published: 06/2021

    In this course, participants learn how to create asset codes to track individual assets, depreciation and warranty information in MIP Cloud. Participants also learn how to enter assets during transaction entry of accounts payable invoices or while entering cash disbursements; transferring depreciation calculations to the general ledger; and disposal of assets. The course concludes with a discussion of various fixed asset reports.

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

    • Set up the Fixed Assets module.
    • Create and modify assets.
    • Use the Fixed Assets quick entry form.
    • Calculate, review, adjust, dispose, and transfer depreciation.
    • Generate reports on Fixed Assets.

    FA249 – MIP Fund Accounting Human Resource Management Processing

    Course Level: Intermediate
    Prerequisites: We recocommend a general understanding of payroll and human resource management processes.

    Instructional Method: Group Internet Based
    Training Guide Format: Digital PDF
    Recommended CPE Credits: 3
    Three-Hour Class
    Published: 03/2021

    The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for Human Resource Management professionals, this course covers managing employees and processing payrolls. Participants will learn how to add and maintain employee records, apply benefit and leave plans, track organization educational and certification requirements, capture FMLA and EEO data, schedule employee events, maintain complete employment history, and create timesheets.

    This course covers topics related to the following modules:
    General Ledger
    Payroll
    Human Resource Management

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

  • Maintain employee information.
  • Track employee education and certification requirements.
  • Track FMLA and EEO data.
  • Process payrolls using additional Human Resource Management module functionality.
  • Perform custom queries.
  • FA248 – MIP Fund Accounting Human Resource Management Setup

    Course Level: Intermediate
    Prerequisites: We recocommend a general understanding of payroll and human resource management processes.
    Instructional Method: Group Internet Based
    Training Guide Format: Digital PDF
    Recommended CPE Credits: 3
    Three-Hour Class
    Published: 03/2021

    The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for System Administrators and Human Resource Directors, this course focuses on setting up the module and defining organization specific fields, plans, and codes necessary to accurately process payrolls and maintain required employee information.

    This course covers topics related to the following modules:
    General Ledger
    Payroll
    Human Resource Management

    For additional training, and to learn more about processing payrolls, attend the “FA249 – MIP Fund Accounting Human Resource Management Processing” course.

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

  • Describe how the Human Resource Management module integrates with the Payroll module.
  • Set up and manage security.
  • Define custom options and fields.
  • Create and apply custom benefit plans.
  • Create and apply custom leave plans.
  • Define salary grades and job codes.
  • FA234 – MIP Fund Accounting Data Import/Export

    Course Level: Advanced
    Instructional Method: Group Internet Based
    Training Guide Format: Digital PDF
    Recommended CPE Credits: 3
    Three-Hour Class
    Published: 11/2020

    Have you ever wanted to transfer vendors, customers, employees, or even a chart of accounts into MIP Fund Accounting? Are you tired of entering the same transaction data twice? The Import/Export module gives you the power to import data directly into Accounting or Payroll. Learn how to import vendors, customers, and even accounting transactions!

    This demonstration course follows the import process from start to finish, thoroughly covering the most commonly used import and export options. After the presentation participants complete practice exercises and correspond with the session leader via e-mail.

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

  • Identify the different types of data formats available.
  • Identify the sections of a definition file and understand how they are used.
  • Apply transaction specific formatting statements.
  • “Match” a definition file to a data file using format statements.
  • Read and troubleshoot import error reports.
  • Select the export options that work best for reports and financial statements.
  • FA276 – MIP Fund Accounting Admin. & Financial Reporting LW

    Course Level: Intermediate

    Prerequisites: FA275 – MIP Fund Accounting Core Workshop or at least six months experience working with transactions and reports.

    Advanced Preparation: None

    Instructional Method: Group Internet Based

    Training Guide Format: Digital Online/Offline

    Recommended CPE Credits: 13

    Two-Day Class

    Published: 8/2020

    Building on the topics discussed in the Core Accounting workshop, this advanced 2-day Live Webcast course is ideal for Controllers or Chief Financial Officers responsible for high level administrative tasks and advanced financial reporting. Topics discussed in this course include: accounting administration, general ledger, and general reporting, a deep dive into financial statements, and advanced financial statement features, and fiscal year closing activities.

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

    • Create and modify an organization.
    • Set up attachments.
    • Create fraud prevention notifications.
    • Manage your database.
    • Set up and maintain user and security.
    • Create and run financial statements.
    • Utilize advanced reporting functions.

    To get the most from this course we recommend that customers first take the FA275 – MIP Fund Accounting Core Workshop or have at least six months experience working with a variety of transactions and creating custom reports.

    Registration for this course includes a full featured digital guide. You will be provided instructions and a key to your digital guide prior to class. Please consider the environment before printing your digital guide.

    Class is held each day from 9:00 AM – 4:30 PM CT. A one hour lunch break is included.

    FA275 – MIP Fund Accounting Core LW

    Course Level: Basic

    Prerequisites: We recommend a general understanding of product navigation.

    Advanced Preparation: None

    Instructional Method: Group Internet Based

    Training Guide Format: Digital Online/Offline

    Recommended CPE Credits: 19

    Three Day Class

    Published: 8/2020

    This intensive 3-day Live Webcast course focuses on primary financial activities, providing a strong foundation for new customers and a broad understanding for more experienced customers. This course is ideal for accounts payable professionals, staff accountants, and the hands-on Chief Financial Officer.

    You will learn core features of the general ledger, accounts payable, bank reconciliation, budget, and reporting modules. Study topics include creating and maintaining chart of account codes, processing and correcting accounts payable and general ledger transactions, creating and monitoring budgets, and reconciling bank accounts. You will also learn how to use the powerful built-in reporting tools to create reports and perform analysis.

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

    • Set up accounting administration (chart of accounts, auto-functions, organization preferences, etc.).
    • Setup, process and troubleshoot accounts payable.
    • Enter general ledger transactions, close fiscal years and adjust closed year balances.
    • Reconcile cash accounts.
    • Enter and adjust budgets.
    • Understand basic reporting functions

    Registration for this course includes a full featured digital guide. You will be provided instructions and a key to your digital guide prior to class. Please consider the environment before printing your digital guide.

    Class is held each day from 9:00 AM – 4:30 PM CT. A one hour lunch break is included.