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FA205 - MIP Fund Accounting Accounts Payable 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 payable cycle. Learn how to create vendors, enter invoices and credit memos, process payments, and view vendor balances. This course focuses on daily processing tasks in the Accounts Payable module. 

For additional accounts payable training, and to learn more about distributing payments via electronic funds transfer and creating your own check formats, attend the following courses.

• FA210 - MIP Fund Accounting Accounts Payable Reporting and Troubleshooting
• FA372 - MIP Fund Accounting EFT for AP: Recorded Session
• FA326 - MIP Fund Accounting Forms Designer: Self-Study

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

• Create a vendor
• Set up vendor 1099 information and enter 1099 adjustments
• Rename or merge vendors
• Create accounts payable invoices and apply credit memos, manual payments, and system generated payments
• Use advanced coding reduction tools to reduce data entry
• Review and edit unposted system generated payments
• Review vendor balances and transaction history
• Evaluate accounts payable balances using aging, summary, and detailed reports

FA210 - MIP Fund Accounting Accounts Payable Reporting and Troubleshooting

Course Level: Basic
Prerequisites: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two Hour Class
Published: 01/2024

In this course, we will discover three report categories for reporting on vendor information: Vendor Lists, Vendor Payments, and Vendor Analysis. After learning how to use these reports, we will apply that knowledge to troubleshoot two case studies. Finally, we will review available tools to make corrections through lessons on copy and reverse and void checks. Throughout the course, look for tips included to help you protect your organization against fraud.

For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “FA205 - MIP Fund Accounting Accounts Payable Processing” course.

This course covers topics related to the following modules:
Accounts Payable

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

• Create reports for vendor information, payments, and analysis.
• Access the vendor balances form and use Accounts Payable Analysis reports to review vendor balances.
• Correct A/P transactions

FA261 - MIP Fund Accounting 1099 Processing

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

In this course, participants will create, review, and correct IRS Forms and 1099-MISC, INT, DIV, R, and NEC. Participants will learn to produce and print the IRS forms in paper and submit electronically via Aatrix. Helpful reports and troubleshooting tips will be covered.

Key words: Year End, Tax, W-2

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.

• 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.

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

FA201 - MIP Fund Accounting System Administration

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 01/2024

This course is designed for the administrator responsible for system management. It addresses database management, housekeeping and security in the Administration system. The class covers how to create and manage an organizational database as well as how to set up users and grant security rights to the Administration, Accounting and Payroll systems.

FA229 - MIP Fund Accounting Introduction to Allocations Management

Course Level: Advanced
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 06/2021

In this course participants will learn how to create and process allocation codes and print pre-allocation financial reports. Participants will also learn how to utilize the multiple calculation methods available and how to create sequential allocation calculations. Various allocation reports will be discussed.

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

• Create an Allocation code.
• Create an Allocation calculation.
• Process an Allocation calculation.
• Check the Allocation by running appropriate reports.

FA221 - MIP Fund Accounting Bank Reconciliation

Course Level: Basic
Prerequisites: none
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One-Hour Class
Published: 01/2024

This class covers how to reconcile General Ledger cash accounts with the corresponding bank statements. Participants will learn how to clear Checks/Vouchers, Deposits, and Other Cash Items. They will discover when to create, and how to clear Suspense Items. They will also explore information on the Summary page. The session concludes with a discussion of summary, detail, default, and customized reports.

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.

• 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.

FA222 - MIP Fund Accounting Budget

Course Level: Intermediate
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 01/2024

Budgets allow users to monitor fiscal performance and control expenditures. This session demonstrates the powerful tools available with the MIP Fund Accounting Budget Module. Participants will learn about budget versions and budget controls. You will create Budget worksheets utilizing an intuitive budget wizard. Learn how to modify, revise and transfer a completed budget worksheet. You will also practice monitoring budget amounts and creating budget reports.

• Create multiple budget versions and assign a primary budget
• Establish appropriate budget controls
• Enter budget amounts
• Create and update budgets efficiently with the Budget Worksheet wizard
• Review budget performance and results

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:

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.

FA218 - MIP Fund Accounting DrillPoint Reporting

Course Level: Advanced
Prerequisite: Participants must install the MIP Fund Accounting DrillPoint Reporting module prior to class
Recommended Prerequisite:  FA216 - MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class

MIP Fund Accounting DrillPoint Reporting provides additional reporting tools that leverage the familiar Microsoft Excel ® workbook. Attend this class to learn how to create, manage, and distribute fully customized and board-friendly financial reports. This course covers creating customized complex Excel based financial reports using your MIP Fund Accounting data. The use of templates, formatting, formulas, and drill-down access will be introduced using real world financial reports.

Note: MIP Fund Accounting DrillPoint Reporting is a separate module. To get the most from the training experience participants must install the module and be assigned Designer rights prior to class.

• Create customized report templates
• Create basic financial reports
• Add formulas and calculated columns to reports
• Customize report formats and apply graphics to reports
• Apply drill
• down functionality to reports
• Distribute reports to end users

FA225 - MIP Fund Accounting Electronic Requisitions

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

Electronic Requisitions allows organization employees to submit requests for goods and services electronically and route the requests through multiple approval levels. Processing requisitions electronically saves time and resources.

Course participants will learn how to set up users and security as well as apply item and category codes (used in Purchase Orders) to requisitions. The course will also cover the submission, approval, or rejection process, as well as requisition management. Applying approved requisitions to Purchase Orders and relevant reports are also discussed. 

For additional training, and to learn more about creating purchase orders and processing accounts payable, attend the FA224 - MIP Fund Accounting Purchase Orders and FA205 - MIP Fund Accounting Accounts Payable Processing courses.

• Set up requisition users and security rights
• Create approver hierarchies
• Create, submit, approve, and reject requisitions
• Manage requisitions
• Apply final approved requisitions to purchase orders
• Research and review requisition history

FA256 - MIP Fund Accounting Employee Web Services for Administrators

Course Level: Intermediate
Prerequisites:
FA104 - MIP Fund Accounting Human Resource Management Workshop or
FA248 - MIP Fund Accounting Human Resource Management Setup and FA249 - MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 1.5
One and one-half hour Class
Published: 06/2021

The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for human resource managers who need to understand the integrations between Employee Web Services, Human Resource Management, and Payroll in MIP Fund Accounting.

We strongly recommend that participants have a thorough understanding of timesheet and payroll processing concepts and practices before attending this workshop. Please see the recommended course prerequisites.

This class covers the pre-configuration work in Payroll and Human Resource Management as well as administrative tasks and payroll processing. Participants will learn how to create cost centers, set up timesheets, create EWS accounts for employees, approve employee time entries, leave requests, and expenses. The course concludes with reviewing timesheets and processing payroll.

Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed. Participants will also be able to ask questions interactively.

This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
Employee Web Services

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

• Describe how the Employee Web Services module integrates with the Human Resource Management and Payroll modules.
• Set up cost centers.
• Define global timesheet settings.
• Define employee timesheet settings.
• Create employee accounts.
• Process payrolls using Employee Web Services and Human Resource Management module functionality.

FA257 - MIP Fund Accounting Employee Web Services for Managers

Course Level: Beginner
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One-Hour Class
Published: 06/2021

The MIP Fund Accounting Employee Web Services Module provides a convenient web-based employee portal with efficient automated timesheet management and employee data access. This course is designed for managers using Employee Web Services to review and approve time, leave, and expense entries.

Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed. Participants will also be able to ask questions interactively.

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

FA258 - MIP Fund Accounting Employee Web Services for Employees

Course Level: Beginner
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 1
One-Hour Class
Published: 06/2021

The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access.

This course is focused on employee activities; entering time, leave, and expenses as well as editing personal information.

Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed. Participants will also be able to ask questions interactively.

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

FA262 - MIP Fund Accounting 1095 Processing

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

We will show you how to correctly create and process IRS Form 1095, including:

• Confirming Organization and Employee Information
• Creating helpful reports
• Navigating the Aatrix preparer grid
• Producing, printing, and submitting the 1095 form electronically using Aatrix®

Key words: Year End, Tax, 1095

FA223 - MIP Fund Accounting Encumbrances

Course Level: Intermediate
Prerequisite: General Ledger Transaction Entry attendance or general ledger transaction entry proficiency
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

Encumbrances help you manage expenditures and control your budget. This course covers how to encumber funds, review balances, and liquidate encumbrances. You will learn the process of creating a manual encumbrance, checking available budget balances, and liquidating encumbrances manually and with an accounts payable invoice. You will also learn about important encumbrance reports.

For additional training, and to learn more about creating purchase orders and processing accounts payable, attend the “FA224 - MIP Fund Accounting Purchase Orders” and “FA205 - MIP Fund Accounting Accounts Payable Processing” courses.

• Enter manual encumbrances
• Check encumbrance and budget balances while entering expenditure transactions
• Manually liquidate outstanding encumbrances
• Liquidate encumbrances while entering accounts payable invoices and cash disbursements

FA228 - MIP Fund Accounting Fixed Assets Management

Course Level: Intermediate
Prerequisite: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2018

In this course, participants learn how to create asset codes to track individual assets, depreciation and warranty information. Participants also learn how to enter assets during transaction entry of accounts payable invoices or while entering cash disbursements; transferring depreciation calculations to the general ledger; and disposal of assets. The course concludes with a discussion of various fixed asset reports.

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

• Set up the Fixed Assets module.
• Create and modify assets.
• Use the Fixed Assets quick entry form.
• Calculate, review, adjust, dispose, and transfer depreciation.
• Generate reports on Fixed Assets.

FA217 - MIP Fund Accounting Advanced Financial Statements

Course Level: Advanced
Recommended Prerequisite: FA216 - MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 02/2024

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 in various FAS 117 required financial statements. Creating custom charts and graphs is also discussed.

• Incorporate segment substitution into custom financial statements
• Incorporate report groups into custom financial statements
• Create columnar based financial statements and incorporate subtotals
• Create FAS 117 compliant financial statements
• Create a GASB 34 Statement of Activities

FA201 - MIP Fund Accounting System Administration

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 01/2024

This course is designed for the administrator responsible for system management. It addresses database management, housekeeping and security in the Administration system. The class covers how to create and manage an organizational database as well as how to set up users and grant security rights to the Administration, Accounting and Payroll systems.

FA202 - MIP Fund Accounting Admin & Setup

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 02/2024

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.

FA203 - MIP Fund Accounting General Ledger Transaction Entry

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 01/2024

This course covers the basic transaction entry process using the General Ledger module. Focus will be on entering normal cash receipt and cash disbursement entries, and using each auxiliary button.

Participants will also learn how to change session information, access offset and distribution codes, enter beginning balances and year-end adjustments, plus create default transaction reports.

FA204 - MIP Fund Accounting General Ledger Activities

Course Level: Basic
Prerequisites: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024

This course covers general ledger activities using the General Ledger module. Focus will be on the online Check Writing and Receipt Writing features. Participants will learn how to void checks, copy/reverse sessions and edit system-generated checks. Also covered are the procedures for closing the fiscal year.

FA215 - MIP Fund Accounting Reporting

Course Level: Basic
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024

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.

• 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

FA216 - MIP Fund Accounting Financial Statements

Course Level: Intermediate
Prerequisites: Reporting attendance or reporting proficiency
Recommended Prerequisites:
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024

This course builds on the skills learned in Reporting while focusing on creating basic financial statements. This course will train users how to take advantage of the quick financial statements and default financial statements features. You will also learn how to create basic custom financial statements. The course will also cover custom columns, report groups, and the drill-down analyzer.

For additional training, and to learn more about reports and financial statements, attend the “FA217 - MIP Fund Accounting Advanced Financial Statements” course.

• Print quick financial statements
• Set up and print default financial statements
• Create custom financial statement formats
• Create custom financial reports
• Apply report groups and custom columns to reports
• Analyze financial data with the drill-down analyzer

FA217 - MIP Fund Accounting Advanced Financial Statements

Course Level: Advanced
Recommended Prerequisite: FA216 - MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 02/2024

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 in various FAS 117 required financial statements. Creating custom charts and graphs is also discussed.

• Incorporate segment substitution into custom financial statements
• Incorporate report groups into custom financial statements
• Create columnar based financial statements and incorporate subtotals
• Create FAS 117 compliant financial statements
• Create a GASB 34 Statement of Activities

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.

• 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.

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.

• 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.

FA248 - MIP Fund Accounting Human Resource Management Setup

Course Level: Intermediate
Prerequisites: We recocommend a general understanding of payroll and human resource management processes.
Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 03/2021

The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for System Administrators and Human Resource Directors, this course focuses on setting up the module and defining organization specific fields, plans, and codes necessary to accurately process payrolls and maintain required employee information.

This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management

For additional training, and to learn more about processing payrolls, attend the “FA249 - MIP Fund Accounting Human Resource Management Processing” course.

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

FA249 - MIP Fund Accounting Human Resource Management Processing

Course Level: Intermediate
Prerequisites: We recocommend a general understanding of payroll and human resource management processes.
Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 03/2021

The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for Human Resource Management professionals, this course covers managing employees and processing payrolls. Participants will learn how to add and maintain employee records, apply benefit and leave plans, track organization educational and certification requirements, capture FMLA and EEO data, schedule employee events, maintain complete employment history, and create timesheets.

This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management

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

FA252 - MIP Fund Accounting Human Resource Management Report Writer

Course Level: Intermediate
Prerequisites: FA249 - MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class

In this course, you will learn how to create custom reports using Report Writer, the powerful reporting tool included in the MIP Human Resource Management module. We will discuss in detail the three ways to create reports in Report Writer: using the report wizard, modifying a standard report, and using Microsoft SQL scripts. In addition, we will highlight various features within the product to help you produce sophisticated personalized reports.

• Assign appropriate rights for HR Management users for use in Report Writer.
• Use the Standard Report Wizard to create basic reports.
• Copy and modify standard reports using the Report Designer, including adding fields, creating summary fields, and creating calculated fields.
• Import and export reports from Report Writer.
• Adjust page layout, hide fields conditionally, and format reports using the filter string editor.
• Use the Report Script Editor to add custom SQL queries.

FA262 - MIP Fund Accounting 1095 Processing

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

We will show you how to correctly create and process IRS Form 1095, including:

• Confirming Organization and Employee Information
• Creating helpful reports
• Navigating the Aatrix preparer grid
• Producing, printing, and submitting the 1095 form electronically using Aatrix®

Key words: Year End, Tax, 1095

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.

FA260 - MIP Fund Accounting W-2 Processing

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

In this course, participants will create, review, and correct IRS Forms (i.e. W-2's, and W-3's). Participants will learn to produce and print the IRS forms on paper and submit electronically via Aatrix. Participants will learn what is involved in starting a new payroll year. Helpful reports and troubleshooting tips will be covered.

Key words: Year End, Tax, W-2

FA262 - MIP Fund Accounting 1095 Processing

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

We will show you how to correctly create and process IRS Form 1095, including:

• Confirming Organization and Employee Information
• Creating helpful reports
• Navigating the Aatrix preparer grid
• Producing, printing, and submitting the 1095 form electronically using Aatrix®

Key words: Year End, Tax, 1095

FA224 - MIP Fund Accounting Purchase Orders

Course Level: Intermediate
Prerequisite: Encumbrances attendance or encumbrances proficiency
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class

In this course, students will explore the complete purchase cycle, from adding item codes, to issuing a purchase order, to creating an accounts payable invoice. Students will also be shown how to create a purchase order with encumbrances, receive the items, adjust the receipt if necessary, and then apply it to an invoice. Canceling purchase order items, voiding a purchase order, and a discussion of relevant reports are also covered in this class.

For additional training, and to learn more about working with encumbrances and processing accounts payable, attend the “FA223 - MIP Fund Accounting Encumbrances” and “FA205 MIP Fund Accounting Accounts Payable Processing” courses.

• Create item codes for frequently purchased goods and services
• Categorize items for easy application to purchase orders
• Define shipping and billing locations
• Print a purchase order
• Automatically create encumbrances with a purchase order
• Save time by applying a purchase order to an accounts payable invoice
• Cancel and void purchase order items
• Research and review purchase order history

FA215 - MIP Fund Accounting Reporting

Course Level: Basic
Prerequisites: None
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024

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.

• 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

FA216 - MIP Fund Accounting Financial Statements

Course Level: Intermediate
Prerequisites: Reporting attendance or reporting proficiency
Recommended Prerequisites:
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class
Published: 01/2024

This course builds on the skills learned in Reporting while focusing on creating basic financial statements. This course will train users how to take advantage of the quick financial statements and default financial statements features. You will also learn how to create basic custom financial statements. The course will also cover custom columns, report groups, and the drill-down analyzer.

For additional training, and to learn more about reports and financial statements, attend the “FA217 - MIP Fund Accounting Advanced Financial Statements” course.

• Print quick financial statements
• Set up and print default financial statements
• Create custom financial statement formats
• Create custom financial reports
• Apply report groups and custom columns to reports
• Analyze financial data with the drill-down analyzer

FA217 - MIP Fund Accounting Advanced Financial Statements

Course Level: Advanced
Recommended Prerequisite: FA216 - MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 02/2024

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 in various FAS 117 required financial statements. Creating custom charts and graphs is also discussed.

• Incorporate segment substitution into custom financial statements
• Incorporate report groups into custom financial statements
• Create columnar based financial statements and incorporate subtotals
• Create FAS 117 compliant financial statements
• Create a GASB 34 Statement of Activities

FA218 - MIP Fund Accounting DrillPoint Reporting

Course Level: Advanced
Prerequisite: Participants must install the MIP Fund Accounting DrillPoint Reporting module prior to class
Recommended Prerequisite:  FA216 - MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class

MIP Fund Accounting DrillPoint Reporting provides additional reporting tools that leverage the familiar Microsoft Excel ® workbook. Attend this class to learn how to create, manage, and distribute fully customized and board-friendly financial reports. This course covers creating customized complex Excel based financial reports using your MIP Fund Accounting data. The use of templates, formatting, formulas, and drill-down access will be introduced using real world financial reports.

Note: MIP Fund Accounting DrillPoint Reporting is a separate module. To get the most from the training experience participants must install the module and be assigned Designer rights prior to class.

• Create customized report templates
• Create basic financial reports
• Add formulas and calculated columns to reports
• Customize report formats and apply graphics to reports
• Apply drill
• down functionality to reports
• Distribute reports to end users

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.

• 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.

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.

• 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.

FA201 - MIP Fund Accounting System Administration

Course Level: Basic
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
Published: 01/2024

This course is designed for the administrator responsible for system management. It addresses database management, housekeeping and security in the Administration system. The class covers how to create and manage an organizational database as well as how to set up users and grant security rights to the Administration, Accounting and Payroll systems.

FA260 - MIP Fund Accounting W-2 Processing

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

In this course, participants will create, review, and correct IRS Forms (i.e. W-2's, and W-3's). Participants will learn to produce and print the IRS forms on paper and submit electronically via Aatrix. Participants will learn what is involved in starting a new payroll year. Helpful reports and troubleshooting tips will be covered.

Key words: Year End, Tax, W-2

FA261 - MIP Fund Accounting 1099 Processing

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

In this course, participants will create, review, and correct IRS Forms and 1099-MISC, INT, DIV, R, and NEC. Participants will learn to produce and print the IRS forms in paper and submit electronically via Aatrix. Helpful reports and troubleshooting tips will be covered.

Key words: Year End, Tax, W-2

FA262 - MIP Fund Accounting 1095 Processing

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

We will show you how to correctly create and process IRS Form 1095, including:

• Confirming Organization and Employee Information
• Creating helpful reports
• Navigating the Aatrix preparer grid
• Producing, printing, and submitting the 1095 form electronically using Aatrix®

Key words: Year End, Tax, 1095

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.

ACC101 - Fundamentals of Nonprofit Accounting: Nonprofit vs. Not-for-Profit

Course Level: Basic
Recommended Prerequisites: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: 60 days from Purchase
Estimated Time to Complete: Two Minutes

The three-part Fundamentals of Nonprofit Accounting series provides accountants and other professionals with an overview of nonprofit accounting terminology and reports. This first installment discusses common terminology related to nonprofit organizations.

The content in this video does not constitute accounting advice. If you have questions regarding generally accepted accounting principles, processes, or procedures we recommend that you contact a Certified Public Accountant.

By the end of the session, you will be familiar with:

• The different usages of the terms 'Nonprofit' and 'Not-For-Profit'.
• How the IRS makes the distinction.
• Several types of 'Nonprofit' Organizations.
• The different IRS classifications of 'Nonprofits'.

ACC102 - Fundamentals of Nonprofit Accounting: Core Not-for-Profit Financial Statements

Course Level: Basic
Recommended Prerequisites: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: 60 days from Purchase
Estimated Time to Complete: Four Minutes

The three-part Fundamentals of Nonprofit Accounting series provides accountants and other professionals with an overview of nonprofit accounting terminology and reports. This second installment reviews the basic set of financial statements produced by most organizations with explanations and examples of each core Not-For-Profit financial statement.

The content in this video does not constitute accounting advice. If you have questions regarding generally accepted accounting principles, processes, or procedures we recommend that you contact a Certified Public Accountant.

By the end of the session, you will be familiar with:

• FASB 117.
• The reports FASB 117 requires Nonprofits prepare for the public.
• What each report does and from where the information is gathered, including explanations and examples of each.
• How these four reports tie (or agree) to each other.

ACC103 - Fundamentals of Nonprofit Accounting: Accounting Fundamentals

Course Level: Basic
Recommended Prerequisites: None
Instructional Method: Recorded Session
Recommended CPE Credits: Not Eligible for CPE
Access Period: 60 days from Purchase
Estimated Time to Complete: Five Minutes

The three-part Fundamentals of Nonprofit Accounting series provides accountants and other professionals with an overview of nonprofit accounting terminology and reports. This third installment reviews the basic concepts of accrual vs. cash basis accounting, the general ledger, debits and credits, and the five accounting elements.

The content in this video does not constitute accounting advice. If you have questions regarding generally accepted accounting principles, processes, or procedures we recommend that you contact a Certified Public Accountant.

By the end of the session, you will have a basic understanding of:

• The Cash Basis vs. Accrual Basis of accounting.
• The General Ledger.
• The rules of debits and credits.
• The five accounting elements.
• Common accounting abbreviations.

FA372 - MIP Fund Accounting EFT for AP: Recorded Session

Course Level: Basic
Prerequisites: General Ledger Transaction Entry
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

View this recorded session to learn how to use the Electronic Funds Transfer for Accounts Payable module to save time, money, and the hassle of printing and mailing checks. The module seamlessly integrates with the Accounts Payable module providing more options for reducing costs and improving service. Learn how to distribute payments via electronic funds transfer.

For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “FA205 - MIP Fund Accounting Accounts Payable Processing” course.

After completing this course, you will be able to:

• Set up electronic funds transfer banking information
• Discuss pre-notes, their creation and use
• Add vendor bank information to vendor records
• Create vendor payment vouchers
• Create an electronic file of vendor payments
• Produce reports of vendor electronic funds transfer payments

FA355 - MIP Fund Accounting Benefit Enrollment: Recorded Session

Course Level: Intermediate
Prerequisites: FA248 - MIP Fund Accounting Human Resource Management Setup, FA249 - MIP Fund Accounting Human Resource Management Processing, FA253 - MIP Fund Accounting Employee Web Services
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 takes a deep dive into the Benefit Enrollment module for MIP Human Resource Management. Over the course of several lessons, learn the open enrollment big picture and understand how each step relates to the entire process. Learn how to create benefit enrollment groups and enrollment plans ahead of time and then, at the time of your choosing, flip the switch to start open enrollment. Enrolling in elections as an employee will also be covered to help you understand the employee experience and prepare you for common questions. Post enrollment activities such as approving elections and exporting data for benefit providers will also be covered.

Note: The Benefit Enrollment module is fully integrated into the Human Resource Management and Employee Web Services modules. Successfully setting up and implementing Benefit Enrollment requires a strong foundation on both of these modules as well as the Payroll module. In addition, to get the most out of this training course, the Payroll, Human Resource Management, Employee Web Services, and Benefit Enrollment modules should be installed prior to class.

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

• Create appropriate rights for HR Management users for use in Benefit Enrollment.
• Create Benefit Plan Groups in the HR code table, and assign employees to these groups.
• Understand the relationship between Benefit Plans and Enrollment Plans.
• Create and manage Enrollment Plans, including rolling enrollment, if needed.
• Add instructions for employee enrollment in HR, and activate employee enrollment.
• Enroll in benefits using EWS, and troubleshoot the most common EWS login issues.
• Verify employee enrollment in HR using two methods, and modify enrollment as needed.
• Understand what steps may be required to export data to benefit providers.
• Execute an update benefits wizard to finalize new enrollment elections.

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.

FA372 - MIP Fund Accounting EFT for AP: Recorded Session

Course Level: Basic
Prerequisites: General Ledger Transaction Entry
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

View this recorded session to learn how to use the Electronic Funds Transfer for Accounts Payable module to save time, money, and the hassle of printing and mailing checks. The module seamlessly integrates with the Accounts Payable module providing more options for reducing costs and improving service. Learn how to distribute payments via electronic funds transfer.

For additional training, and to learn more about daily processing tasks in the Accounts Payable module, attend the “FA205 - MIP Fund Accounting Accounts Payable Processing” course.

After completing this course, you will be able to:

• Set up electronic funds transfer banking information
• Discuss pre-notes, their creation and use
• Add vendor bank information to vendor records
• Create vendor payment vouchers
• Create an electronic file of vendor payments
• Produce reports of vendor electronic funds transfer payments

FA357 - MIP Fund Accounting Employee Web Services for Managers

Course Level: Beginner
Prerequisites: FA358 - MIP Fund Accounting Employee Web Services for Employees
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: approximately 20 minutes screen time
Published: 02/2024

This Self-Paced course is designed for managers using MIP Fund Accounting Employee Web Services to review and approve time, leave, and expense entries for their employees. How to create and send messages is also covered.

Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed.

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

FA358 - MIP Fund Accounting Employee Web Services for Employees

Course Level: Beginner
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: approximately 20 minutes screen time
Published: 02/2024

This Self-Paced course is designed for employees using MIP Fund Accounting Employee Web Services to enter time, leave, and expenses. Editing personal information and sending messages to managers will also be covered.

Demonstration Only: Class activities will be demonstrated by the instructor. Participants will be able to view the activities on screen as well as follow along in the training materials as the exercises are performed.

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

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

FA355 - MIP Fund Accounting Benefit Enrollment: Recorded Session

Course Level: Intermediate
Prerequisites: FA248 - MIP Fund Accounting Human Resource Management Setup, FA249 - MIP Fund Accounting Human Resource Management Processing, FA253 - MIP Fund Accounting Employee Web Services
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 takes a deep dive into the Benefit Enrollment module for MIP Human Resource Management. Over the course of several lessons, learn the open enrollment big picture and understand how each step relates to the entire process. Learn how to create benefit enrollment groups and enrollment plans ahead of time and then, at the time of your choosing, flip the switch to start open enrollment. Enrolling in elections as an employee will also be covered to help you understand the employee experience and prepare you for common questions. Post enrollment activities such as approving elections and exporting data for benefit providers will also be covered.

Note: The Benefit Enrollment module is fully integrated into the Human Resource Management and Employee Web Services modules. Successfully setting up and implementing Benefit Enrollment requires a strong foundation on both of these modules as well as the Payroll module. In addition, to get the most out of this training course, the Payroll, Human Resource Management, Employee Web Services, and Benefit Enrollment modules should be installed prior to class.

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

• Create appropriate rights for HR Management users for use in Benefit Enrollment.
• Create Benefit Plan Groups in the HR code table, and assign employees to these groups.
• Understand the relationship between Benefit Plans and Enrollment Plans.
• Create and manage Enrollment Plans, including rolling enrollment, if needed.
• Add instructions for employee enrollment in HR, and activate employee enrollment.
• Enroll in benefits using EWS, and troubleshoot the most common EWS login issues.
• Verify employee enrollment in HR using two methods, and modify enrollment as needed.
• Understand what steps may be required to export data to benefit providers.
• Execute an update benefits wizard to finalize new enrollment elections.

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