MIPC322 – MIP Cloud Budget: Recorded Session

Course Level: Basic
Recommended Prerequisite: Participants must have access to the web component of MIP to complete activities.
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: Two Hours

Budgeting is a proven methodology that helps organizations monitor fiscal performance and control expenditures. This recorded session demonstrates the powerful tools available with the MIP Cloud Budget Module. Module setup, budget versions, primary budget controls, budget worksheets, manual budget entries, budgets revisions, and reporting options are covered.

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

  • Define budget versions, set up primary budget controls, and enable critical segments
  • Create budget versions
  • Use the budget worksheet
  • Validate budget entries and transfer to accounting
  • Create manual budget entries
  • Adjust posted budgets for revisions
  • Define available budget reports

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.
  • 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.

    MIPC222.2 – MIP Cloud Budget Part II

    Course Level: Basic
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 1.5
    90 Minute Class

    Budgeting is a proven methodology that helps organizations monitor fiscal performance and control expenditures. This course demonstrates the powerful tools available with the MIP Cloud Budget Module. In Part 2 of the two-part Budget series you will create manual budget entries, adjust posted budgets for revisions, and review available reporting options.

    You must register for Part 1 and Part 2 of the series at the same time.

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

    • Create manual budget entries
    • Adjust posted budgets for revisions
    • Review available budget reports

    MIPC222.1 – MIP Cloud Budget Part I

    Course Level: Basic
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 1.5
    90 Minute Class

    Budgeting is a proven methodology that helps organizations monitor fiscal performance and control expenditures. This course demonstrates the powerful tools available with the MIP Cloud Budget Module. In Part 1 of the two-part Budget series you will review module setup, create budget versions, establish primary budget controls, create budget worksheets, modify budgets, and practice transferring budget transactions to Accounting.

    You must register for Part 1 and Part 2 of the series at the same time.

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

    • Define budget versions, set up primary budget controls, and enable critical segments
    • Create budget versions
    • Use the budget worksheet
    • Validate budget entries and transfer to accounting

    FA222 – MIP Fund Accounting Budget

    Course Level: Intermediate
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 3
    Three-Hour Class

    Budgets allow users to monitor fiscal performance and control expenditures. This session demonstrates the powerful tools available with the MIP Fund Accounting Budget Module. Participants will learn about budget versions and budget controls. You will create Budget worksheets utilizing an intuitive budget wizard. Learn how to modify, revise and transfer a completed budget worksheet. You will also practice monitoring budget amounts and creating budget reports.

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

    • Create multiple budget versions and assign a primary budget
    • Establish appropriate budget controls
    • Enter budget amounts
    • Create and update budgets efficiently with the Budget Worksheet wizard
    • Review budget performance and results

    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, 8:30 a.m. – 5:00 p.m.