Course Level: Basic
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 12
One and One-Half Day Class
This is an ideal course for individuals responsible for processing payrolls in their organization.
Payroll mistakes cost time, money, and employee good will! This specialized 1.5-day workshop will provide new and experienced payroll professionals with the knowledge and skills they need to avoid costly errors.
In this course you will learn all facets of setting up payroll to meet your organization’s and employees’ needs. You will then learn procedures for entering and adjusting employee timesheets, calculating payrolls, and printing employee checks. You will also learn how to void checks, adjust payroll balances, and transfer payrolls to accounting. The fully integrated Direct Deposit module is also covered.
This course covers topics related to the following modules:
- General Ledger
- Payroll
- Direct Deposit
Course Level: Intermediate
Prerequisites: FA101 – MIP Fund Accounting Core Workshop or at least six months experience working with transactions and reports.
Instructional Method: Group Live
Recommended CPE Credits: 14
Two-Day Class
Building on the topics discussed in the Core Accounting workshop, this advanced 2-day 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.
To get the most from this course we recommend that customers first take the FA101 – MIP Fund Accounting Core Workshop or have at least six months experience working with a variety of transactions and creating custom reports.
Class is held:
Thursday 9:00 a.m. – 5:00 p.m. and
Friday 9:00 a.m. – 3:00 p.m.
Course Level: Basic
Prerequisites: We recommend a general understanding of product navigation.
Instructional Method: Group Live
Recommended CPE Credits: 20
Two and One-Half Day Class
This intensive 2.5 day 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.
Class is held Monday from 1:00 – 5:00 p.m.
plus Tuesday and Wednesday, 9:00 a.m. – 5:00 p.m.
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.
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.
Course Level: Intermediate
Prerequisites: FA249 – MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
In this course, you will learn how to create custom reports using Report Writer, the powerful reporting tool included in the MIP Human Resource Management module. We will discuss in detail the three ways to create reports in Report Writer: using the report wizard, modifying a standard report, and using Microsoft SQL scripts. In addition, we will highlight various features within the product to help you produce sophisticated personalized reports.
By the end of the session, you will be able to:
- Assign appropriate rights for HR Management users for use in Report Writer.
- Use the Standard Report Wizard to create basic reports.
- Copy and modify standard reports using the Report Designer, including adding fields, creating summary fields, and creating calculated fields.
- Import and export reports from Report Writer.
- Adjust page layout, hide fields conditionally, and format reports using the filter string editor.
- Use the Report Script Editor to add custom SQL queries.
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.
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.
Course Level: Basic
Prerequisites: Payroll Setup
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
This course picks up where the Payroll Setup course left off, completing the payroll cycle. Payroll Processing covers the procedures for entering and adjusting employee timesheets, calculating payrolls, and printing employee checks. You will also learn how to void checks, adjust payroll balances, and transfer payrolls to accounting. Common payroll reports are also reviewed.
For additional training, and to learn more about setting up payroll and distributing payments via direct deposit, attend the “FA245 – MIP Fund Accounting Payroll Setup” and “FA247 – MIP Fund Accounting Deposit for Payroll” courses.
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Setting up your payroll is critical to efficiently and accurately paying your employees. In this course you will learn all facets of setting up payroll to meet your organization’s and employees’ needs. This course focuses on selecting payroll options, adding employees, and creating payroll codes. You will also learn how to create default timesheets that will reduce data entry time.
For additional training, and to learn more about processing payrolls and distributing payments via direct deposit, attend the “FA246 – MIP Fund Accounting Payroll Processing” and “FA247 – MIP Fund Accounting Direct Deposit for Payroll” courses.
