Course Level: Advanced
Prerequisites: We recommend a general understanding of transaction entry.
Instructional Method: Group Live
Training Guide Format: Digital PDF
Recommended CPE Credits: 12
1.5 Day Class
Published: 11/2023

Have you ever wanted to transfer vendors, employees, or time sheets 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 a Chart of Accounts, distribution codes, fixed assets, and even accounting transactions!

This intensive, focused workshop follows the import process from start to finish, thoroughly covering the import and export options available in MIP Fund Accounting. Participants complete hands-on practice exercises and interact with the instructor in person in a classroom with other students.

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.

Class is held Thursday from 9:00 a.m. – 5:00 p.m. plus Friday from 9:00 a.m. – 1:00 p.m.