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.

    FA276 – MIP Fund Accounting Admin. & Financial Reporting LW

    Course Level: Intermediate

    Prerequisites: FA275 – MIP Fund Accounting Core Workshop or at least six months experience working with transactions and reports.

    Advanced Preparation: None

    Instructional Method: Group Internet Based

    Training Guide Format: Digital Online/Offline

    Recommended CPE Credits: 13

    Two-Day Class

    Published: 8/2020

    Building on the topics discussed in the Core Accounting workshop, this advanced 2-day Live Webcast course is ideal for Controllers or Chief Financial Officers responsible for high level administrative tasks and advanced financial reporting. Topics discussed in this course include: accounting administration, general ledger, and general reporting, a deep dive into financial statements, and advanced financial statement features, and fiscal year closing activities.

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

    • Create and modify an organization.
    • Set up attachments.
    • Create fraud prevention notifications.
    • Manage your database.
    • Set up and maintain user and security.
    • Create and run financial statements.
    • Utilize advanced reporting functions.

    To get the most from this course we recommend that customers first take the FA275 – MIP Fund Accounting Core Workshop or have at least six months experience working with a variety of transactions and creating custom reports.

    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.

    Class is held each day from 9:00 AM – 4:30 PM CT. A one hour lunch break is included.

    FA275 – MIP Fund Accounting Core LW

    Course Level: Basic

    Prerequisites: 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: 8/2020

    This intensive 3-day Live Webcast course 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.

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

    • 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.

    Class is held each day from 9:00 AM – 4:30 PM CT. A one hour lunch break is included.

    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.

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

    • 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.

    MIPC217 – MIP Cloud Advanced Reporting Functions

    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.

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

    • 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.

    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.

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

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

    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.

    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.

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

    • 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.

    FA215 – MIP Fund Accounting Reporting

    Course Level: Basic
    Prerequisites: None
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 2
    Two-Hour Class

    One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. MIP Fund Accounting provides unique and powerful reporting tools that allow you to do just that. This course provides an overview of reporting capabilities and structure. You will 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 “FA216 – MIP Fund Accounting Financial Statements” and “FA217 – MIP Fund Accounting Advanced Financial Statements” courses.

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

    • Identify the information available in List, Transaction, and Analysis reports
    • Use Navigator to quickly access your favorite reports
    • View and print default reports
    • Modify the content and design of reports
    • Filter reports for specific information
    • Define date selections for reports