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.
  • 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.

    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

    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

    FA326 – MIP Fund Accounting Forms Designer: Self-Study

    Course Level: Basic
    Prerequisites: 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: One Hour

    This self-study course covers how to create custom forms that add a personal touch to communications and reduce costs. Using a check as an example, you will learn all the tools available for customizing forms. These tools can be applied to invoices, customer statements, purchase orders and more.

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

    • Select the appropriate Forms Designer template
    • Add custom text, signatures, and logos to a custom format
    • Modify the data displayed on a custom format
    • Add or modify a MICR field on a check
    • Import a custom layout

    FA207 – MIP Fund Accounting Accounts Receivable Processing

    Course Level: Basic
    Prerequisite: General Ledger Transaction Entry
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 3
    Three-Hour Class

    Attend this class to learn processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices and credit memos, and process cash receipts and prepayments.

    This course focuses on daily processing tasks in the Accounts Receivable Reporting module. For additional training, and to learn more about creating invoices and personalizing customer statements, attend the “FA208 MIP Fund Accounting Accounts Receivable Billing” course.

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

    • Set up default customer discount and prepayment information
    • Create a customer
    • Rename or merge customers
    • Enter accounts receivable invoices and apply credit memos and receipts
    • Enter and apply prepayments
    • Discuss options for correcting errors
    • Review customer balances and transaction history
    • Evaluate accounts receivable balances using aging, summary, and detailed reports

    FA208 – MIP Fund Accounting Accounts Receivable Billing

    Course Level: Basic
    Prerequisite: General Ledger Transaction Entry, MIP Fund Accounting Accounts Receivable Processing
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 2
    Two-Hour Class

    Attend this class to learn how to take advantage of advanced receivable features. 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, attend the “FA207 – MIP Fund Accounting Accounts Receivable Processing” course. To learn how to create your own customer statement formats attend the “FA226 – 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

    FA230 – MIP Fund Accounting User Defined Fields

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

    Unlock the potential of User Defined Fields and enhance your ability to gather and report customized organizational data. Create different types of user defined fields and practice applying them to the sample data. Create reports with user defined fields. Understand the way UDF’s interact with your standard data tables and how to avoid common pitfalls and discouraged practices.