FA107 – MIP Fund Accounting Data Import/Export Workshop

Course Level: Advanced
Prerequisites: We recommend a general understanding of transaction entry.
Instructional Method: Group Live
Training Guide Format: Digital PDF
Recommended CPE Credits: 12
1.5 Day Class
Published: 11/2023

Have you ever wanted to transfer vendors, employees, or time sheets 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 a Chart of Accounts, distribution codes, fixed assets, and even accounting transactions!

This intensive, focused workshop follows the import process from start to finish, thoroughly covering the import and export options available in MIP Fund Accounting. Participants complete hands-on practice exercises and interact with the instructor in person in a classroom with other students.

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.
  • Class is held Thursday from 9:00 a.m. – 5:00 p.m. plus Friday from 9:00 a.m. – 1:00 p.m.

    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.