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.
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.
