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.
  • 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

    FA245 – MIP Fund Accounting Payroll Setup

    Course Level: Basic
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 3 
    Three-Hour Class

    Setting up your payroll is critical to efficiently and accurately paying your employees. In this course you will learn all facets of setting up payroll to meet your organization’s and employees’ needs. This course focuses on selecting payroll options, adding employees, and creating payroll codes. You will also learn how to create default timesheets that will reduce data entry time.

    For additional training, and to learn more about processing payrolls and distributing payments via direct deposit, attend the “FA246 – MIP Fund Accounting Payroll Processing” and “FA247 – MIP Fund Accounting Direct Deposit for Payroll” courses.

    FA246 – MIP Fund Accounting Payroll Processing

    Course Level: Basic
    Prerequisites: Payroll Setup
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 3
    Three-Hour Class

    This course picks up where the Payroll Setup course left off, completing the payroll cycle. Payroll Processing covers the procedures for entering and adjusting employee timesheets, calculating payrolls, and printing employee checks. You will also learn how to void checks, adjust payroll balances, and transfer payrolls to accounting. Common payroll reports are also reviewed.

    For additional training, and to learn more about setting up payroll and distributing payments via direct deposit, attend the “FA245 – MIP Fund Accounting Payroll Setup” and “FA247 – MIP Fund Accounting Deposit for Payroll” courses.

    FA247 – MIP Fund Accounting Direct Deposit for Payroll

    Course Level: Basic
    Prerequisite: General Ledger Transaction Entry
    Instructional Method: Group Internet Based
    Recommended CPE Credits: 1
    One-Hour Class

    Exercise more control over payroll disbursements while giving your employees the convenience of electronically depositing their pay with Direct Deposit. In this course you will learn the steps necessary for creating direct deposit files to transmit to your financial institution. The course will also cover required organization and employee information. You will also learn how to research and review payment history.

    For additional training, and to learn more about setting up payroll and processing payrolls, attend the “FA245 – MIP Fund Accounting Payroll Setup” and “FA246 – MIP Fund Accounting Payroll Processing” courses.