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.

    MIPC301 – MIP Cloud System Administration: Recorded Session

    Course Level: Basic
    Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
    Recommended Prerequisite: None
    Instructional Method: Recorded Session
    Recommended CPE Credits: Not Eligible for CPE
    Access Period: One Year from Purchase
    Estimated Time to Complete: Two Hour

    This recorded sesssion will discuss creating an organization’s accounting database, and performing general application housekeeping and administration. You will receive an overview of the structure and design of the components of the database and in-depth information on the utilities that control the database itself and the integrity of the data entry process for the database.

    For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “MIPC302 – MIP Cloud Accounting Administration and Setup” course.

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

    • Navigate within both MIP Cloud interfaces: the modern user interface and the classic user interface.
    • Create a new organization database and modify organization settings.
    • Attach encrypted documents in the cloud and manage categories
    • View available activity and audit logs
    • Initiate data integrity checks and review the default table structure

    MIPC302 – MIP Cloud Accounting Admin and Setup: Self-Study

    Course Level: Basic
    Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
    Recommended Prerequisite: 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: Two Hours

    This self-study course tours the available setup items in your MIP Cloud database as it pertains to your general ledger and reporting. You will learn how to set up chart of account codes and use the model account feature. This is followed by a discussion on features critical to reporting with closing account assignments and offset account assignments. We also include a section on expediting data entry and preventing errors with lessons on distribution codes and account code combinations. Finally, you’ll learn how to attach documents to the available transaction types in the application

    For additional training, and to learn more about administrative setup of the application, attend the “FA201 – System Administration” course.

    After completing this course, you will be able to:

    • Create chart of accounts codes, and use model accounts.
    • Create offset account assignments, closing account assignments, account code combinations and distribution codes.
    • Distinguish between valid and invalid account code combinations.
    • List which forms the attachments feature is available for in the application, and demonstrate how to attach documents.

    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.

    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

    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.

    FA202 – MIP Fund Accounting Admin & Setup

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

    This course begins with the Accounting system setup in Administration. Participants will learn how to set up their accounting, organization and workstation preferences. Participants will be introduced to the table-driven chart of accounts structure and the different segments used in the training database.