FA257 – MIP Fund Accounting Employee Web Services for Managers

Course Level: Beginner
Prerequisites: None

Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One-Hour Class
Published: 06/2021

The MIP Fund Accounting Employee Web Services Module provides a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for managers using Employee Web Services to review and approve time, leave, and expense entries.

Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed. Participants will also be able to ask questions interactively.

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

  • Review and approve time, leave, and expense entries.
  • Create and send messages to your employees.
  • FA256 – MIP Fund Accounting Employee Web Services for Administrators

    Course Level: Intermediate
    Prerequisites:
    FA104 – MIP Fund Accounting Human Resource Management Workshop or
    FA248 – MIP Fund Accounting Human Resource Management Setup and FA249 – MIP Fund Accounting Human Resource Management Processing
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 1.5

    One and one-half hour Class
    Published: 06/2021

    The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for human resource managers who need to understand the integrations between Employee Web Services, Human Resource Management, and Payroll in MIP Fund Accounting.

    We strongly recommend that participants have a thorough understanding of timesheet and payroll processing concepts and practices before attending this workshop. Please see the recommended course prerequisites.

    This class covers the pre-configuration work in Payroll and Human Resource Management as well as administrative tasks and payroll processing. Participants will learn how to create cost centers, set up timesheets, create EWS accounts for employees, approve employee time entries, leave requests, and expenses. The course concludes with reviewing timesheets and processing payroll.

    Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed. Participants will also be able to ask questions interactively.

    This course covers topics related to the following modules:
    General Ledger
    Payroll
    Human Resource Management
    Employee Web Services

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

    • Describe how the Employee Web Services module integrates with the Human Resource Management and Payroll modules.
    • Set up cost centers.
    • Define global timesheet settings.
    • Define employee timesheet settings.
    • Create employee accounts.
    • Process payrolls using Employee Web Services and Human Resource Management module functionality.

    ACC103 – Fundamentals of Nonprofit Accounting: Accounting Fundamentals

    Course Level: Basic
    Recommended Prerequisites: None
    Instructional Method: Recorded Session
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: 60 days from Purchase
    Estimated Time to Complete: Five Minutes

    The three-part Fundamentals of Nonprofit Accounting series provides accountants and other professionals with an overview of nonprofit accounting terminology and reports. This third installment reviews the basic concepts of accrual vs. cash basis accounting, the general ledger, debits and credits, and the five accounting elements.

    The content in this video does not constitute accounting advice. If you have questions regarding generally accepted accounting principles, processes, or procedures we recommend that you contact a Certified Public Accountant.

    By the end of the session, you will have a basic understanding of:

    • The Cash Basis vs. Accrual Basis of accounting.
    • The General Ledger.
    • The rules of debits and credits.
    • The five accounting elements.
    • Common accounting abbreviations.

    ACC102 – Fundamentals of Nonprofit Accounting: Core Not-for-Profit Financial Statements

    Course Level: Basic
    Recommended Prerequisites: None
    Instructional Method: Recorded Session
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: 60 days from Purchase
    Estimated Time to Complete: Four Minutes

    The three-part Fundamentals of Nonprofit Accounting series provides accountants and other professionals with an overview of nonprofit accounting terminology and reports. This second installment reviews the basic set of financial statements produced by most organizations with explanations and examples of each core Not-For-Profit financial statement.

    The content in this video does not constitute accounting advice. If you have questions regarding generally accepted accounting principles, processes, or procedures we recommend that you contact a Certified Public Accountant.

    By the end of the session, you will be familiar with:

    • FASB 117.
    • The reports FASB 117 requires Nonprofits prepare for the public.
    • What each report does and from where the information is gathered, including explanations and examples of each.
    • How these four reports tie (or agree) to each other.

    ACC101 – Fundamentals of Nonprofit Accounting: Nonprofit vs. Not-for-Profit

    Course Level: Basic
    Recommended Prerequisites: None
    Instructional Method: Recorded Session
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: 60 days from Purchase
    Estimated Time to Complete: Two Minutes

    The three-part Fundamentals of Nonprofit Accounting series provides accountants and other professionals with an overview of nonprofit accounting terminology and reports. This first installment discusses common terminology related to nonprofit organizations.

    The content in this video does not constitute accounting advice. If you have questions regarding generally accepted accounting principles, processes, or procedures we recommend that you contact a Certified Public Accountant.

    By the end of the session, you will be familiar with:

    • The different usages of the terms ‘Nonprofit’ and ‘Not-For-Profit’.
    • How the IRS makes the distinction.
    • Several types of ‘Nonprofit’ Organizations.
    • The different IRS classifications of ‘Nonprofits’.

    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.
  • FA372 – MIP Fund Accounting 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 “FA205 – MIP Fund Accounting 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

    FA355 – MIP Fund Accounting Benefit Enrollment: Recorded Session

    Course Level: Intermediate
    Prerequisites: FA248 – MIP Fund Accounting Human Resource Management Setup, FA249 – MIP Fund Accounting Human Resource Management Processing, FA253 – MIP Fund Accounting Employee Web Services
    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

    This recorded session takes a deep dive into the Benefit Enrollment module for MIP Human Resource Management. Over the course of several lessons, learn the open enrollment big picture and understand how each step relates to the entire process. Learn how to create benefit enrollment groups and enrollment plans ahead of time and then, at the time of your choosing, flip the switch to start open enrollment. Enrolling in elections as an employee will also be covered to help you understand the employee experience and prepare you for common questions. Post enrollment activities such as approving elections and exporting data for benefit providers will also be covered.

    Note: The Benefit Enrollment module is fully integrated into the Human Resource Management and Employee Web Services modules. Successfully setting up and implementing Benefit Enrollment requires a strong foundation on both of these modules as well as the Payroll module. In addition, to get the most out of this training course, the Payroll, Human Resource Management, Employee Web Services, and Benefit Enrollment modules should be installed prior to class.

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

    • Create appropriate rights for HR Management users for use in Benefit Enrollment.
    • Create Benefit Plan Groups in the HR code table, and assign employees to these groups.
    • Understand the relationship between Benefit Plans and Enrollment Plans.
    • Create and manage Enrollment Plans, including rolling enrollment, if needed.
    • Add instructions for employee enrollment in HR, and activate employee enrollment.
    • Enroll in benefits using EWS, and troubleshoot the most common EWS login issues.
    • Verify employee enrollment in HR using two methods, and modify enrollment as needed.
    • Understand what steps may be required to export data to benefit providers.
    • Execute an update benefits wizard to finalize new enrollment elections.

    FA331 – MIP Fund Accounting Data Consolidation: Self-study

    Course Level: Advanced
    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 a Client Consolidation file for each of the client organizations that are to be combined. The participants will learn how to create the consolidation organization. The requirements of the client organizations as well of those of the consolidation organization are covered in detail. The course also outlines the Maintain Accounting selections available in the consolidation organization and provides an overview of the available aggregated reports.

    Note: In order to complete the class activities, a special training database, only available to On Premise customers, must be installed prior to the start of your session. Hosted customers my follow the process outlined in the training manual. Important instructions are included with your registration confirmation.

    FA327 – MIP Fund Accounting Sales Order Entry: Recorded Session

    Course Level: Basic
    Prerequisite: Accounts Receivable Billing
    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

    This recorded session covers creating and fulfilling sales orders. Participants will learn how to set up the Order Entry module and how the module integrates with Accounts Receivable Billing. Participants will also learn how to enter a quote and commit a sales order for cash sales or sales on-account, and print accounts receivable invoices. Cancelling orders and processing customer returns are also covered. The course concludes with a discussion of various sales order related reports. 

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

    • Enter cash and charge sales orders
    • Complete an order fulfillment form
    • Cancel a sales order and enter customer returns
    • Print invoices and create accounting transactions
    • Identify reports for sales order reporting