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 three 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.

Course Level: Advanced
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2022

In this course participants will learn how to create and process allocation codes and print pre-allocation financial reports. Participants will also learn how to utilize the multiple calculation methods available and how to create sequential allocation calculations. Various allocation reports will be discussed.

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

• Create an Allocation code.
• Create an Allocation calculation.
• Process an Allocation calculation.
• Check the Allocation by running appropriate reports.

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.

• 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

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

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.

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.

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

Course Level: Advanced
Recommended Prerequisite: MIPC216 - MIP Cloud Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
90 Minute Class

Attend this class 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.

• Incorporate segment substitution into custom financial statements
• Incorporate report groups into custom financial statements
• Create columnar based financial statements and incorporate subtotals
• Create cross-fiscal year financial statements for grantors.

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 three 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.