Course Level: Advanced
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Unlock the potential of User Defined Fields and enhance your ability to gather and report customized organizational data. Create different types of user defined fields and practice applying them to the sample data. Create reports with user defined fields. Understand the way UDF’s interact with your standard data tables and how to avoid common pitfalls and discouraged practices.
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:
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:
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 “FA224 – MIP Fund Accounting Purchase Orders” and “FA205 – MIP Fund Accounting Accounts Payable Processing” courses.
By the end of the session, you will be able to:
Course Level: Intermediate
Prerequisite: Encumbrances attendance or encumbrances proficiency
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
In this course, students will explore the complete purchase cycle, from adding item codes, to issuing a purchase order, to creating an accounts payable invoice. Students will also be shown how to create a purchase order with encumbrances, receive the items, adjust the receipt if necessary, and then apply it to an invoice. Canceling purchase order items, voiding a purchase order, and a discussion of relevant reports are also covered in this class.
For additional training, and to learn more about working with encumbrances and processing accounts payable, attend the “FA223 – MIP Fund Accounting Encumbrances” and “FA205 MIP Fund Accounting Accounts Payable Processing” courses.
By the end of the session, you will be able to:
Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Electronic Requisitions allows organization employees to submit requests for goods and services electronically and route the requests through multiple approval levels. Processing requisitions electronically saves time and resources.
Course participants will learn how to set up users and security as well as apply item and category codes (used in Purchase Orders) to requisitions. The course will also cover the submission, approval, or rejection process, as well as requisition management. Applying approved requisitions to Purchase Orders and relevant reports are also discussed.
For additional training, and to learn more about creating purchase orders and processing accounts payable, attend the FA224 – MIP Fund Accounting Purchase Orders and FA205 – MIP Fund Accounting Accounts Payable Processing courses.
By the end of the session, you will be able to:
