MIP^® Cloud Courses Modern User Interface

MIPC205 - MIP Cloud Accounts Payable Processing

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: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024

This 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 payable 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

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.

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.

MIPC275 - MIP Cloud 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.

• 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.

MIPC207 - MIP Cloud Accounts Receivable Processing

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class
Recommended Prerequisite: MIPC314 - MIP Cloud Dashboard & Analytics
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024

This course will cover processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices, and enter A/R receipts, credit customers, as well as generate reports.

After completing this course, you will be able to:

• Create and edit customer records
• Create accounts receivable invoice sessions
• Use techniques to streamline invoice entry
• Post accounts receivable invoice sessions
• Enter accounts receivable receipts
• Credit customer accounts with AR credits
• Identify accounts receivable reporting options

MIPC208 - MIP Cloud Accounts Receivable Billing

Course Level: Basic
Prerequisite: General Ledger Transaction Entry, MIP Cloud Accounts Receivable Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 11/2023

Attend this class to learn how to take advantage of advanced receivable features in MIP Cloud. This course focuses on using the Accounts Receivable Billing module. The Accounts Receivable Billing module seamlessly integrates with the Accounts Receivable Reporting module providing more options for reducing costs and improving service. Learn how to set up sales taxes, generate and print customer invoices, and prepare customer statements.

For additional training, and to learn more about daily processing tasks in the Accounts Receivable Reporting module, complete the “MIPC307 - MIP Cloud Accounts Receivable Processing” course. To learn how to create your own customer statement formats complete the "FA326 - MIP Fund Accounting Forms Designer" course.

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

• Create sales tax authorities and sales tax codes
• Apply sales taxes to taxable customers
• Print accounts receivable invoices
• Edit printed but unposted accounts receivable invoices
• Void posted accounts receivable invoices

MIPC275 - MIP Cloud 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.

• 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.

MIPC222 - MIP Cloud Budget

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
2 Hour Class Published: 05/2024

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 this course we will discuss and create budget versions, create manual budget entries, create budget worksheets, modify budgets, and practice transferring budget transactions to Accounting. You will also learn how to create adjust posted budget worksheets for budget revisions and review available reporting options.

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

• Create budget versions
• Use the budget worksheet
• Validate budget entries and transfer to accounting
• Create manual budget entries
• Adjust posted budgets for revisions
• Review available budget reports

MIPC228 - MIP Cloud Fixed Assets Management

Course Level: Intermediate
Prerequisite: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 06/2021

In this course, participants learn how to create asset codes to track individual assets, depreciation and warranty information in MIP Cloud. Participants also learn how to enter assets during transaction entry of accounts payable invoices or while entering cash disbursements; transferring depreciation calculations to the general ledger; and disposal of assets. The course concludes with a discussion of various fixed asset reports.

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

• Set up the Fixed Assets module.
• Create and modify assets.
• Use the Fixed Assets quick entry form.
• Calculate, review, adjust, dispose, and transfer depreciation.
• Generate reports on Fixed Assets.

MIPC201 - MIP Cloud System Administration

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024

This course will cover creating an organization's accounting database, and performing general application housekeeping and administration. You will receive an overview of the structure and design of the components of the database and in-depth information on the utilities that control the database itself and the integrity of the data entry process for the database.

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

• Navigate within both MIP Cloud interfaces: the modern user interface and the classic user interface.
• Create a new organization database and modify organization settings.
• Attach encrypted documents in the cloud and manage categories
• View available activity and audit logs
• Initiate data integrity checks and review the default table structure

MIPC202 - MIP Cloud Accounting Admin and Setup

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024

This course tours the available setup items in your MIP Cloud database as it pertains to your general ledger and reporting. You will learn how to set up chart of account codes and use the model account feature. This is followed by a discussion on features critical to reporting with closing account assignments and offset account assignments. We also include a section on expediting data entry and preventing errors with lessons on distribution codes and account code combinations. Finally, you'll learn how to attach documents to the available transaction types in the application

After completing this course, you will be able to:

• Create chart of accounts codes, and use model accounts.
• Create offset account assignments, closing account assignments, account code combinations and distribution codes.
• Distinguish between valid and invalid account code combinations.
• List which forms the attachments feature is available for in the application, and demonstrate how to attach documents.

MIPC203 - MIP Cloud Basic Transactions

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One Hour Class
Published: 03/2024

This course covers entering simple transactions in the general ledger such as journal vouchers, cash disbursements, cash receipts, write checks, and write receipts.

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

• Create, edit, view and post basic general ledger transctions.
• Discuss the auto-increment feature in the product
• Cite considerations for creating session IDs
• Produce a receipt of deposit or a write check in the application.

MIPC275 - MIP Cloud 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.

• 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.

MIPC215 - MIP Cloud Reporting

Course Level: Basic
Prerequisites: Participants must have access to the web component of MIP Cloud prior to class.
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
One and One Half Hour Class

MIP Cloud delivers everything you need to track, report, and manage finances according to your unique revenue sources in an intuitive modern user interface. This course focuses on generating reports, reviewing content, and becoming familiar with the reporting interface.

One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. In this course, you will gain an understanding of the reporting engine, by examining the report builder, default reports, filter options and date fields available through MIP Cloud Reporting. You will also review list reports, transaction reports, and analysis reports.

During the course you will be able to participate in hands-on activities that will familiarize you with using default reports and creating your own custom reports.

For additional training, and to learn more about reports and financial statements, attend the “MIPC216 - MIP Cloud Financial Statements” and “MIPC217 - MIP Cloud Advanced Reporting Functions” courses.

• Create, view and export reports using the Report Builder.
• Identify the information available in List, Transaction, and Analysis reports.
• Define date selections for reports.
• Export reports using the Report Queue.

MIPC216 - MIP Cloud Financial Statements

Course Level: Basic
Prerequisites: Attend MIPC215
Recommended Prerequisites:
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
90 Minute Class

This course builds on the skills learned in Reporting while focusing on creating basic financial statements. Learn the requirements for building custom financial statement formats for the two most common statement types: a balance sheet, and the statement of revenues of expenditures. This course will train users how to take advantage of the default financial statements feature. You will also learn how to create basic custom financial statements, assign general ledger codes to existing formats, and build an entire financial statement format complete with sub-sections.

For additional training, and to learn more about reports and financial statements, attend the “MIPC217 - MIP Cloud Advanced Reporting Functions” course.

• Print default financial statements
• Create custom financial statement formats
• Create custom financial reports

MIPC275 - MIP Cloud 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.

• 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.

MIPC203 - MIP Cloud Basic Transactions

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One Hour Class
Published: 03/2024

This course covers entering simple transactions in the general ledger such as journal vouchers, cash disbursements, cash receipts, write checks, and write receipts.

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

• Create, edit, view and post basic general ledger transctions.
• Discuss the auto-increment feature in the product
• Cite considerations for creating session IDs
• Produce a receipt of deposit or a write check in the application.

MIPC205 - MIP Cloud Accounts Payable Processing

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: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024

This 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 payable 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

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.

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.

MIPC207 - MIP Cloud Accounts Receivable Processing

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class
Recommended Prerequisite: MIPC314 - MIP Cloud Dashboard & Analytics
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 03/2024

This course will cover processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices, and enter A/R receipts, credit customers, as well as generate reports.

After completing this course, you will be able to:

• Create and edit customer records
• Create accounts receivable invoice sessions
• Use techniques to streamline invoice entry
• Post accounts receivable invoice sessions
• Enter accounts receivable receipts
• Credit customer accounts with AR credits
• Identify accounts receivable reporting options

MIP Cloud Microix Workflow for Administrators

Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
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 will empower administrators with the essential competencies to configure, maintain, and oversee the Microix Requisitions Module.

MIP Cloud Microix Workflow for Approvers

Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
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

The Microix Requisition module enables users to create purchase and payment requests electronically and submit them for approval. This streamlines the process, reduces data entry errors, and ensures approvals happen efficiently.

MIP Cloud Microix Workflow for Requesters

Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
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 help you learn how to navigate and use requisitions within the Microix Workflow Modules Modern system at your organization. The lessons in the required class will focus on navigation and essential tasks, such as creating and submitting requisitions, and managing and editing documents.

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

• 0:00 Welcome & Class Overview
• 0:31 AP Module Overview: GL Account Types & Session Basics
• 7:52 Activity: AP Module Setup (Discounts & Processing Options)
• 10:30 Attachments Feature: Setup & Categories
• 14:00 Customizing Workstation Settings
• 19:00 Activity: Creating & Maintaining Vendors
• 32:00 Merging & Renaming Vendors
• 36:00 Activity: Entering AP Invoices (Session, Document & Transaction Line Setup)
• 48:00 Entry Types, Effective Dates & Data Entry Shortcuts
• 54:00 Activity: Using Distribution Codes
• 58:00 Setting Up Offset Account Assignments
• 1:03:00 Memorizing, Recalling & Processing Recurring Transactions
• 1:12:00 Posting Transactions
• 1:14:00 Activity: Entering Applied Credits & Credits on Account
• 1:22:00 Activity: Entering Manual AP Checks
• 1:28:00 Activity: Selecting Invoices for Payment
• 1:38:00 Printing & Posting AP Checks
• 1:45:00 Activity: Displaying Vendor Balances (Drill-Down Levels)
• 1:51:00 Accounts Payable Reports Overview

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.

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.

• 1:18 Report Categories Overview (List, Transaction, Analysis, Financial Statements)
• 2:27 Report Navigation & Vendor Type/Class Fields
• 8:32 Activity: Creating a Vendor List Report
• 20:07 Vendor Payment Reports Overview (Check Voucher Register, Journals)
• 22:18 Posted/Unposted GL Transaction Reports (Audit Columns)
• 24:04 Vendor Activity: Check Activity Report
• 26:14 Activity: Check Register with Payee Information
• 34:48 Activity: Expenditure Journal with GL Subtotal
• 35:37 AP Analysis Reports Overview & Subledger-to-GL Comparison
• 45:57 Activity: Trial Balance for the AP Control Account
• 51:24 Activity: Aged Payable Report (Comparing to Trial Balance)
• 56:44 Displaying Vendor Balances (Drill-Down Levels)
• 1:03:28 Copying & Reversing Posted Documents Overview
• 1:04:45 Activity: Reversing a Posted AP Invoice
• 1:15:54 Voiding Checks Overview
• 1:18:04 Activity: Voiding a Check
• 1:28:17 Case Studies: Future-Dated Invoices & Reversal Document Numbers
• 1:33:52 Preventing Errors: Distribution Codes, Offsets & Entry Dates

MIPC323 - MIP Cloud Encumbrances Self-Study

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 “MIPC205 - MIP Cloud Accounts Payable Processing” course.

• Enter manual encumbrances
• Check encumbrance and budget balances while entering expenditure transactions
• Manually liquidate outstanding encumbrances
• Liquidate encumbrances while entering accounts payable invoices and cash disbursements

MIPC307 - MIP Cloud Accounts Receivable Processing: Self-Study

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class
Recommended Prerequisite: MIPC314 - MIP Cloud Dashboard & Analytics
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 will cover processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices, and enter A/R receipts, credit customers, as well as generate reports.

After completing this course, you will be able to:

• Create and edit customer records
• Create accounts receivable invoice sessions
• Use techniques to streamline invoice entry
• Post accounts receivable invoice sessions
• Enter accounts receivable receipts
• Credit customer accounts with AR credits
• Identify accounts receivable reporting options

<li1:44 AR Module Setup (Discounts, Prepayment Defaults, Appending Entries)
• 5:30 Chart of Accounts Requirements for AR (AR vs. ARO Account Types)
• 8:05 Managing the Customer List (Sorting, Filtering, Searching)
• 9:24 Modifying, Renaming & Deleting Customer Records
• 11:23 Merging Duplicate Customers
• 13:02 Activity: Creating a New Customer (Required Fields, Status, Type & Class)
• 19:46 Customer Record Tabs (Address, Billing & Discounts, Accounting Codes, Notes, Attachments, Email, UDFs)
• 27:30 Activity: Entering an AR Invoice (Session, Document Detail & Transaction Grid)
• 41:07 Recording AR Receipts (Payment Application & Bank Reconciliation)
• 49:49 Activity: Entering an AR Credit Memo
• 55:16 AR Reports: Favorites, Aged Receivables, Viewing & Exporting
• 1:00:56 Unposted & Posted General Ledger Reports for Sessions

MIPC321 - MIP Cloud Bank Reconciliation: Self-Study

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIP314 - MIP Cloud Dashboards & Analytics
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 how to reconcile General Ledger cash accounts with the corresponding bank statements. Participants will learn how to clear Checks/Vouchers, Deposits, and Other Cash Items. They will discover when to create and how to clear Suspense Items. The information on the Summary page will be explored. The session concludes with a discussion of available reports.

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

• Access the bank reconciliation module and establish required permissions
• Create and use reconiliation IDs
• Use each tab of the reconcile cash accounts form
• Determine which reports are available for the module

• 1:07 Confirming User Permissions for Bank Reconciliation
• 4:32 Reconciling a Cash Account: Overview & Navigation
• 9:13 Activity: Creating a New Bank Reconciliation
• 15:16 Checks & Vouchers Tab
• 19:12 Deposits Tab
• 23:16 Other Cash Items Tab
• 25:05 Suspense Items Tab (Temporary Reconciling Items)
• 38:59 Locking & Unlocking a Reconciliation
• 40:53 All Items Tab
• 42:56 Running the Combined Reconciliation Report
• 47:21 Document Date vs. Effective Date in Bank Reconciliation
• 50:11 Bank Feed Feature (Finicity Integration)
• 58:46 Bank Reconciliation Reports (Cleared & Outstanding by Tab)

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

• 1:13 Budget Versions Overview (Primary Version)
• 2:53 Setting Up & Adding Budget Versions
• 6:58 Budget Worksheets Overview (vs. Manual Entry, Transfer Process)
• 10:35 Managing Worksheets: Deleting & Copying (Date Caution)
• 13:14 Activity: Creating a New Budget Worksheet (Name, Version, Segments)
• 21:13 Account Types, Activity Basis & Historical Data Method
• 26:43 Setting the Historical Data Date Range (Partial-Year Adjustment)
• 30:14 Comparative Columns & Creating the Worksheet
• 32:12 Worksheet Tabs: Status, Configuration & Notes
• 35:11 Worksheet Layout: Budget Rows, Segments, Periods & Totals
• 39:11 Worksheet Toolbar: Export/Import, Modify Selected Items & Validation
• 50:04 Activity: Modifying Worksheet Amounts (Spread Totals, Percent Increases, Inserting Rows)
• 55:18 Activity: Transferring a Worksheet to a Session
• 58:41 Reviewing the Unposted Budget Session (Increase/Decrease vs. Debits/Credits)
• 1:02:48 Manual Budget Transactions (Entering a Missed GL)
• 1:09:59 Adjust Posted Budget Worksheet Overview
• 1:13:02 Activity: Creating an Adjust Posted Budget Worksheet
• 1:20:28 Activity: Modifying & Transferring Adjustment Amounts
• 1:29:45 Budget Reports (Worksheet, Unposted/Posted, Summary Budget Comparison)

MIPC314 - MIP Cloud Dashboards and Analytics: Recorded Session

Course Level: Basic
Prerequisites: None
Instructional Method: Recorded Session (recorded instructor led discussion with training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour

The Dashboards and Analytics course will prepare you to pull key performance indicators and custom dashboards of your organization’s data on day one. Beginning with navigation and customizing your workspace, you'll then learn how to use the product's built-in dashboards to create custom dashboards with widgets and data that are of interest to you.

• Log into MIP Cloud to manage your user account and use common navigation terminology
• Distinguish between KPIs and Charts
• Use default dashboards for analysis
• Refresh, filter, and customize the dashboard.

• 0:43 Signing in to MIP Cloud
• 1:49 Interface Navigation & Terminology
• 2:51 Controlling the Workspace
• 3:39 Managing Your User Account
• 4:33 Dashboard Elements: KPIs & Charts
• 5:42 Default Dashboards
• 6:34 Building Custom Dashboards
• 7:48 Refreshing & Filtering Dashboards
• 8:40 Drilling Down to Transaction Detail
• 9:15 Getting Help

MIPC310 - MIP Cloud EFT for AP: Recorded Session

Course Level: Basic
Prerequisites: General Ledger Transaction Entry
Instructional Method: Recorded Session (recorded instructor led discussion with training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour

View this recorded session to learn how to use the Electronic Funds Transfer for Accounts Payable module to save time, money, and the hassle of printing and mailing checks. The module seamlessly integrates with the Accounts Payable module providing more options for reducing costs and improving service. Learn how to distribute payments via electronic funds transfer.

For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “MIPC305 - MIP Cloud Accounts Payable Processing” course.

After completing this course, you will be able to:

• Set up electronic funds transfer banking information
• Discuss pre-notes, their creation and use
• Add vendor bank information to vendor records
• Create vendor payment vouchers
• Create an electronic file of vendor payments
• Produce reports of vendor electronic funds transfer payments

• 2:46 Setting Up EFT: Organization Bank Information
• 7:30 Setting Up Bank Account Details (Cash Account, ACH File Type, Pre-Notes)
• 11:37 Setting Up Bank Holidays
• 13:07 EFT Vendor Email Notifications
• 15:20 Activity: Setting Up a Vendor for EFT Payments
• 20:55 Activity: Selecting & Paying Invoices via EFT
• 28:42 Generating & Sending the ACH File to the Bank
• 32:03 Payment Register Report

MIPC323 - MIP Cloud Encumbrances Self-Study

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 “MIPC205 - MIP Cloud Accounts Payable Processing” course.

• Enter manual encumbrances
• Check encumbrance and budget balances while entering expenditure transactions
• Manually liquidate outstanding encumbrances
• Liquidate encumbrances while entering accounts payable invoices and cash disbursements

MIPC300 - MIP Cloud Introduction: Recorded Session

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: 15 Minutes

This brief recorded session will introduce you to the MIP Cloud modern user interface. Logging into the Application will be discussed as well as how to navigate within the Application. Creating a basic transaction and report will also be demonstrated. This session is a great place for customers new to the MIP Cloud modern user interface to start their learning journey.

Additional comprehensive training on all MIP Cloud modern user interface features and modules is available on Community Brands University.

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

• Navigate to abila.onine.com.
• Sign into the Application.
• Navigate through the menu structure.
• Describe the steps to create a transaction.
• Describe the steps to create a basic report.

• 1:08 Logging into the Portal
• 2:01 Launching MIP Classic vs. MIP Cloud
• 2:44 Multi-Factor Authentication (MFA)
• 4:03 Changing Your Password & Updating Email
• 4:46 User Manager Overview (Users, Groups & Locks Tabs)
• 5:28 User Tab: Access Levels & Module Permissions
• 7:16 Activity: Adding a New User
• 9:09 Creating User Groups
• 10:45 Granting User Security Rights
• 12:17 Granting Group Security Rights
• 12:55 Clearing User Locks
• 13:50 Navigating MIP Cloud (Dashboard, Transactions, Operations, Reports, Administration)
• 15:44 Help & Resources (Help Menu, Change Organization, Portal Links)

MIPC301 - MIP Cloud System Administration: Recorded Session

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: Two Hour

This recorded session will discuss creating an organization's accounting database, and performing general application housekeeping and administration. You will receive an overview of the structure and design of the components of the database and in-depth information on the utilities that control the database itself and the integrity of the data entry process for the database.

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

• Navigate within both MIP Cloud interfaces: the modern user interface and the classic user interface.
• Create a new organization database and modify organization settings.
• Attach encrypted documents in the cloud and manage categories
• View available activity and audit logs
• Initiate data integrity checks and review the default table structure

• 4:52 Creating a New Organization (Classic)
• 9:32 Chart of Accounts Structure: Segments, Types & Functions
• 16:04 Modules, Field Blanks & Finishing Organization Setup
• 18:21 Organization Information: What Can & Cannot Be Modified
• 23:59 Organization Settings in Cloud (Info Tab & Grants Administration)
• 27:13 Preferences: Processing (Summarized Entries & Account Code Combinations)
• 32:24 Entry Dates (Warnings & Prohibits)
• 38:08 Session ID Setup
• 41:08 Document Number & Document ID Control
• 44:26 Module Setup & Account Level Security (Advanced Security)
• 47:12 Data Protection (Session Timeout) & Email Setup
• 48:10 Data Integrity Checks
• 51:53 Closing the Fiscal Year (Check for Errors)
• 55:39 User-Defined Fields
• 57:57 Attachments (Categories & Encryption)
• 1:11:00 Audit Trails (System & Summary Organization)
• 1:17:10 System Activity (Concurrent Users & Force Sign Out)
• 1:22:31 Managing Users & Groups (Portal Setup & Rights Assignment)
• 1:30:05 List Reports (Security, UDFs, Groups)

MIPC302 - MIP Cloud Accounting Admin and Setup: Self-Study

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: 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: Two Hours

This self-study course tours the available setup items in your MIP Cloud database as it pertains to your general ledger and reporting. You will learn how to set up chart of account codes and use the model account feature. This is followed by a discussion on features critical to reporting with closing account assignments and offset account assignments. We also include a section on expediting data entry and preventing errors with lessons on distribution codes and account code combinations. Finally, you'll learn how to attach documents to the available transaction types in the application

After completing this course, you will be able to:

• Create chart of accounts codes, and use model accounts.
• Create offset account assignments, closing account assignments, account code combinations and distribution codes.
• Distinguish between valid and invalid account code combinations.
• List which forms the attachments feature is available for in the application, and demonstrate how to attach documents.

• 1:47 Adding Accounts to the Chart of Accounts
• 8:25 Grants Administration Setup
• 12:18 Activity: Entering a Check Reorder Point & Adding New GL/Fund Codes
• 19:00 Offset Account Assignments Overview
• 22:54 Activity: Setting Up & Copying Offsets
• 28:37 Closing Account Assignments Overview
• 32:17 Activity: Setting Up & Copying Closing Account Assignments
• 36:06 Account Code Combinations Overview (Valid/Invalid Setup)
• 41:11 Activity: Generating Account Code Combinations
• 45:40 Distribution Codes
• 48:57 Attachments (Categories)
• 55:21 Entry Defaults (User-Level)

MIPC300 - MIP Cloud Introduction: Recorded Session

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: 15 Minutes

This brief recorded session will introduce you to the MIP Cloud modern user interface. Logging into the Application will be discussed as well as how to navigate within the Application. Creating a basic transaction and report will also be demonstrated. This session is a great place for customers new to the MIP Cloud modern user interface to start their learning journey.

Additional comprehensive training on all MIP Cloud modern user interface features and modules is available on Community Brands University.

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

• Navigate to abila.onine.com.
• Sign into the Application.
• Navigate through the menu structure.
• Describe the steps to create a transaction.
• Describe the steps to create a basic report.

• 1:08 Logging into the Portal
• 2:01 Launching MIP Classic vs. MIP Cloud
• 2:44 Multi-Factor Authentication (MFA)
• 4:03 Changing Your Password & Updating Email
• 4:46 User Manager Overview (Users, Groups & Locks Tabs)
• 5:28 User Tab: Access Levels & Module Permissions
• 7:16 Activity: Adding a New User
• 9:09 Creating User Groups
• 10:45 Granting User Security Rights
• 12:17 Granting Group Security Rights
• 12:55 Clearing User Locks
• 13:50 Navigating MIP Cloud (Dashboard, Transactions, Operations, Reports, Administration)
• 15:44 Help & Resources (Help Menu, Change Organization, Portal Links)

MIPC300 - MIP Cloud Introduction: Recorded Session

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: 15 Minutes

This brief recorded session will introduce you to the MIP Cloud modern user interface. Logging into the Application will be discussed as well as how to navigate within the Application. Creating a basic transaction and report will also be demonstrated. This session is a great place for customers new to the MIP Cloud modern user interface to start their learning journey.

Additional comprehensive training on all MIP Cloud modern user interface features and modules is available on Community Brands University.

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

• Navigate to abila.onine.com.
• Sign into the Application.
• Navigate through the menu structure.
• Describe the steps to create a transaction.
• Describe the steps to create a basic report.

• 1:08 Logging into the Portal
• 2:01 Launching MIP Classic vs. MIP Cloud
• 2:44 Multi-Factor Authentication (MFA)
• 4:03 Changing Your Password & Updating Email
• 4:46 User Manager Overview (Users, Groups & Locks Tabs)
• 5:28 User Tab: Access Levels & Module Permissions
• 7:16 Activity: Adding a New User
• 9:09 Creating User Groups
• 10:45 Granting User Security Rights
• 12:17 Granting Group Security Rights
• 12:55 Clearing User Locks
• 13:50 Navigating MIP Cloud (Dashboard, Transactions, Operations, Reports, Administration)
• 15:44 Help & Resources (Help Menu, Change Organization, Portal Links)

MIPC315 - MIP Cloud Reporting

Course Level: Basic
Prerequisites: 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: 1 Hour
Published: 12/15/2022

MIP Cloud delivers everything you need to track, report, and manage finances according to your unique revenue sources in an intuitive modern user interface. This recorded session focuses on generating reports, reviewing content, and becoming familiar with the reporting interface.

One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. In this course, you will gain an understanding of the reporting engine, by examining the report builder, default reports, filter options, and date fields available through MIP Cloud Reporting. You will also review list reports, transaction reports, and analysis reports.

During the course you will be able to complete hands-on activities, using the included training guide, that will familiarize you with using default reports and creating your own custom reports.

For additional training, and to learn more about reports and financial statements, attend the “MIPC216 - MIP Cloud Financial Statements” and “MIPC217 - MIP Cloud Advanced Reporting Functions” courses.

• Create, view, and export reports using the Report Builder.
• Identify the information available in List, Transaction, and Analysis reports.
• Define date selections for reports.
• Export reports using the Report Queue.

• 0:51 Reports Menu Structure & Categories
• 1:58 Report List View: Sorting, Searching & Creating New Reports
• 2:22 Default vs. Custom Reports
• 2:49 Viewing & Exporting Reports (HTML, PDF, Excel)
• 3:26 Report Builder Command Buttons
• 3:48 Activity: Copying a Default Report to Create a Custom Report
• 4:51 Report Builder Tabs Overview
• 5:07 Setup Tab: Assigning Columns
• 5:52 Filter Tab: Narrowing Report Data
• 8:23 Options Tab
• 8:37 Layout Tab: Fonts, Columns, Margins & Orientation
• 9:36 Report Queue: Generating & Retrieving Reports
• 11:40 Report Categories Overview (Lists, Transactions, Analysis, Financial Statements)
• 12:03 List Reports
• 12:27 Activity: Editing a List Report (Chart of Accounts)
• 16:40 Transaction Reports (Check Voucher Register, Journals)
• 18:29 Activity: Editing an Expenditure Journal Report
• 25:21 Analysis Reports: Standard vs. Expanded General Ledger
• 27:10 Activity: Editing an Expanded General Ledger Report
• 33:08 Trial Balance Reports (Normal, Comparative, Working)
• 34:53 Activity: Editing a Normal Trial Balance Report
• 41:26 Drill-Down Feature: Viewing Transaction Detail

MIPC316 - MIP Cloud Financial Statements

Course Level: Basic
Prerequisites: 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: 1.5 Hour
Published: 8/2024

This recorded session builds on the skills learned in Reporting while focusing on creating basic financial statements. Learn the requirements for building custom financial statement formats for the two most common statement types: a Balance Sheet, and the Statement of Revenues and Expenditures. This course will train users how to take advantage of the default financial statements feature. You will also learn how to create basic custom financial statements, assign general ledger codes to existing formats, and build an entire financial statement format complete with sub-sections.

For additional training, and to learn more about reports and financial statements, attend the “MIPC217 - MIP Cloud Advanced Reporting Functions” course.

• Print default financial statements
• Create custom financial statement formats
• Create custom financial reports

MIPC317 - MIP Cloud Advanced Reporting Functions

Course Level: Advanced
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class. Recommended Prerequisite: MIPC216 - MIP Cloud Financial Statements
Instructional Method: Recorded Session (recorded instructor-led discussion with training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: 1.5 hours
Published: 11/2024

This Self-Paced course is designed to take your financial reporting skills to the next level. This course covers the creation of complex financial statements. The use of segment substitution, report groups, segment substitution with report groups, and column subtotals will be introduced in various required financial statements.

• Incorporate segment substitution into custom financial statements
• Incorporate report groups into custom financial statements
• Create columnar based financial statements and incorporate subtotals
• Create FAS 117 compliant financial statements
• Create a GASB 34 Statement of Activities

• 0:18 Financial Statement Components: Format vs. Report Setup
• 1:07 Course Overview: Segment Substitution, Report Groups & Cross Fiscal Year Reporting
• 1:53 Segment Substitution Overview
• 3:15 Activity: Creating a Statement of Activities Format (Revenue & Expense Sections)
• 8:42 Activity: Building the Equity Section (Net Assets)
• 12:47 Activity: Assigning Accounts to Revenue Subsections
• 19:37 Activity: Setting Up Segment Substitution for Expenses
• 21:19 Activity: Assigning Accounts to the Equity Section
• 23:33 Activity: Building Total Lines (Revenue Over/Under Expenses & Ending Net Assets)
• 25:00 Activity: Running a Statement of Activities Using the New Format
• 29:15 Toggling Segment Substitution & the Equity Section On/Off
• 31:18 Report Groups Overview
• 32:58 Activity: Creating a Report Group Set (Grant Groups)
• 39:32 Activity: Using a Report Group in a Statement of Activities Report (Columns & Subtotals)
• 48:15 Cross Fiscal Year Reporting

MIPC303 - MIP Cloud Basic Transactions: Recorded Session

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour

This recorded session will discuss entering simple transactions in the general ledger such as journal vouchers, cash disbursements, cash receipts, write checks, and write receipts.

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

• Create, edit, view and post basic general ledger transctions.
• Discuss the auto-increment feature in the product
• Cite considerations for creating session IDs
• Produce a receipt of deposit or a write check in the application.

• 1:07 Journal Vouchers Overview (Sessions & Documents)
• 4:18 Activity: Entering & Posting a Journal Voucher
• 14:16 Cash Disbursements (Overview & Activity: Distribution Codes & Offsets)
• 24:18 Cash Receipts (Overview & Activity: Bank Rec Deposit Date & Number)
• 32:19 Write Checks (Overview & Activity: Printing a Check)
• 40:31 Receipt Writing (Overview & Activity: Printing a Receipt)

MIPC304 - MIP Cloud Correcting Transactions: Recorded Session

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: MIPC305 - MIP Cloud Accounts Payable Processing
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour

This recorded session will discuss correcting transactions in the general ledger, using the Accounts Payable module as an example. In this course, we will learn how to correct documents at the session level, or document level, as well as making corrections to the general ledger such as voiding checks or recording check spoilage. These concepts can be applied to multiple modules in the product.

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

• Reverse and copy entire sessions of documents.
• Reverse and copy individual documents within sessions.
• Void checks or vouchers, and record check spoilage.

• 3:04 Copying & Reversing Posted Sessions Overview
• 6:18 Activity: Copying a Posted Session
• 16:09 Activity: Reversing a Posted Session
• 19:25 Copying & Reversing Posted Documents Overview
• 25:18 Activity: Copying a Posted Document (Correcting Coding)
• 32:34 Activity: Reversing a Posted Document
• 37:38 Voiding Checks Overview (Restrictions & Reversing Invoices)
• 41:51 Check Spoilage Overview
• 43:24 Activity: Voiding a Check
• 50:02 Activity: Recording a Spoiled Check

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

• 0:00 Welcome & Class Overview
• 0:31 AP Module Overview: GL Account Types & Session Basics
• 7:52 Activity: AP Module Setup (Discounts & Processing Options)
• 10:30 Attachments Feature: Setup & Categories
• 14:00 Customizing Workstation Settings
• 19:00 Activity: Creating & Maintaining Vendors
• 32:00 Merging & Renaming Vendors
• 36:00 Activity: Entering AP Invoices (Session, Document & Transaction Line Setup)
• 48:00 Entry Types, Effective Dates & Data Entry Shortcuts
• 54:00 Activity: Using Distribution Codes
• 58:00 Setting Up Offset Account Assignments
• 1:03:00 Memorizing, Recalling & Processing Recurring Transactions
• 1:12:00 Posting Transactions
• 1:14:00 Activity: Entering Applied Credits & Credits on Account
• 1:22:00 Activity: Entering Manual AP Checks
• 1:28:00 Activity: Selecting Invoices for Payment
• 1:38:00 Printing & Posting AP Checks
• 1:45:00 Activity: Displaying Vendor Balances (Drill-Down Levels)
• 1:51:00 Accounts Payable Reports Overview

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.

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.

• 1:18 Report Categories Overview (List, Transaction, Analysis, Financial Statements)
• 2:27 Report Navigation & Vendor Type/Class Fields
• 8:32 Activity: Creating a Vendor List Report
• 20:07 Vendor Payment Reports Overview (Check Voucher Register, Journals)
• 22:18 Posted/Unposted GL Transaction Reports (Audit Columns)
• 24:04 Vendor Activity: Check Activity Report
• 26:14 Activity: Check Register with Payee Information
• 34:48 Activity: Expenditure Journal with GL Subtotal
• 35:37 AP Analysis Reports Overview & Subledger-to-GL Comparison
• 45:57 Activity: Trial Balance for the AP Control Account
• 51:24 Activity: Aged Payable Report (Comparing to Trial Balance)
• 56:44 Displaying Vendor Balances (Drill-Down Levels)
• 1:03:28 Copying & Reversing Posted Documents Overview
• 1:04:45 Activity: Reversing a Posted AP Invoice
• 1:15:54 Voiding Checks Overview
• 1:18:04 Activity: Voiding a Check
• 1:28:17 Case Studies: Future-Dated Invoices & Reversal Document Numbers
• 1:33:52 Preventing Errors: Distribution Codes, Offsets & Entry Dates

MIPC307 - MIP Cloud Accounts Receivable Processing: Self-Study

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class
Recommended Prerequisite: MIPC314 - MIP Cloud Dashboard & Analytics
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 will cover processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices, and enter A/R receipts, credit customers, as well as generate reports.

After completing this course, you will be able to:

• Create and edit customer records
• Create accounts receivable invoice sessions
• Use techniques to streamline invoice entry
• Post accounts receivable invoice sessions
• Enter accounts receivable receipts
• Credit customer accounts with AR credits
• Identify accounts receivable reporting options

<li1:44 AR Module Setup (Discounts, Prepayment Defaults, Appending Entries)
• 5:30 Chart of Accounts Requirements for AR (AR vs. ARO Account Types)
• 8:05 Managing the Customer List (Sorting, Filtering, Searching)
• 9:24 Modifying, Renaming & Deleting Customer Records
• 11:23 Merging Duplicate Customers
• 13:02 Activity: Creating a New Customer (Required Fields, Status, Type & Class)
• 19:46 Customer Record Tabs (Address, Billing & Discounts, Accounting Codes, Notes, Attachments, Email, UDFs)
• 27:30 Activity: Entering an AR Invoice (Session, Document Detail & Transaction Grid)
• 41:07 Recording AR Receipts (Payment Application & Bank Reconciliation)
• 49:49 Activity: Entering an AR Credit Memo
• 55:16 AR Reports: Favorites, Aged Receivables, Viewing & Exporting
• 1:00:56 Unposted & Posted General Ledger Reports for Sessions

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.