Archives
MIPC330 – MIP Cloud User Defined Fields: Self-Study
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.
MIPC306 – MIP Cloud Accounts Payable Analysis
Course Level: Basic
Prerequisites: MIPC305 – MIP Cloud Accounts Payable Processing or FA205 – MIP Fund Accounting Accounts Payable Processing
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: 2 Hours
Published: 09/19/2023
In this recorded session, we will practice analyzing errors found in the Accounts Payable module. We begin with a discussion of available report categories, then a review of the corrections toolkit. Afterward, we will review several common accounts payable issues and the resolutions to each. Lastly, we’ll discover what features in the software can be used to prevent data entry errors.
This course covers topics related to the following modules:
Accounts Payable
By the end of the session, you will be able to:
- Create reports for vendor information, payments, and analysis.
- Access the vendor balances form and use Accounts Payable Analysis reports to review vendor balances.
- List three common accounts payable issues and their solutions including methods to troubleshoot to find a resolution.
- What features in the software can be used to prevent data entry errors with memorize documents, user defaults, and organization specified entry date controls.
MIPC305 – MIP Cloud Accounts Payable Processing: Self-Study
Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIPC303 – MIP Cloud Basic Transactions: Recorded Session
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 learn time-saving techniques for processing and reporting accounts payable transactions in MIP Cloud. Working through a series of real world lessons, you will learn each step in the accounts payable cycle from creating vendors, to entering invoices, to printing checks. You will also explore reporting options and how to use the Accounts Payable dashboard to assess your organization’s complete payables picture.
After completing this course, you will be able to:
- Create and edit vendor records
- Create accounts payable invoice sessions
- Use techniques to streamline invoice entry
- Post accounts payable invoice sessions
- Select invoices for payment
- Identify accounts payable reporting options
- Use the Accounts payable dashboard to evaluate payable performance
MIPC275 – MIP Fund Accounting Core LW
Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: 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: 11/2024
This intensive 3-day Live Webcast course, using the MIP Cloud Modern User Interface, 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.
This course is taught using the MIP Cloud Modern User Interface.
Class is held each day from 9:00 AM – 4:30 PM CT. A one hour lunch break is included.
MIPC206 – MIP Cloud Accounts Payable Analysis
Course Level: Basic
Prerequisites: MIPC305 – MIP Cloud Accounts Payable Processing or FA205 – MIP Fund Accounting Accounts Payable Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
In this course, we will practice analyzing errors found in the Accounts Payable module. We begin with a discussion of available report categories, then a review of the corrections toolkit. Afterward, we will review several common accounts payable issues and the resolutions to each. Lastly, we’ll discover what features in the software can be used to prevent data entry errors.
This course covers topics related to the following modules:
Accounts Payable
By the end of the session, you will be able to:
- Create reports for vendor information, payments, and analysis.
- Access the vendor balances form and use Accounts Payable Analysis reports to review vendor balances.
- List three common accounts payable issues and their solutions including methods to troubleshoot to find a resolution.
- What features in the software can be used to prevent data entry errors with memorize documents, user defaults, and organization specified entry date controls.
FA326 – MIP Fund Accounting Forms Designer: Self-Study
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
FA101 – MIP Fund Accounting Core Workshop
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.
MIPC101 – MIP Cloud Core Workshop
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 of MIP Cloud 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.
This course is taught using the MIP Cloud Modern User Interface.
Class is held Monday from 1:00 – 5:00 p.m.
plus Tuesday and Wednesday, 9:00 a.m. – 5:00 p.m.
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
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
Class is held each day from 9:00 AM – 4:30 PM CT. A one hour lunch break is included.
