Web Based Training Class Descriptions:

Accounts Payable with EFT

This course covers the complete accounts payable process, from setting up vendors to printing 1099s. In addition to learning transaction entry functions, participants will also learn how to set up and run many of the Accounts Payable reports.  The setup of Electronic Funds transfer, as well as the process of cutting vouchers electronically will be reviewed for those owning the Electronic Funds Transfer module.

Accounts Payable- Troubleshooting

Need to reverse the reversal?  Confused about how to correct items in Accounts Payable?  This is the class for you.  We’ll review Accounts Payable Credit Memos, negative invoices, reversals of documents, reversals of sessions, voiding checks, correcting information and much more. 

Accounts Receivable Billing

This course covers all aspects of using the Accounts Receivable Billing module. Participants follow the entire billing process from creating charge codes and billing groups to generating and printing bills. Students will also learn how to produce customer statements. Participants benefit the most from this class if they also attend the Accounts Receivable Reporting course.

Accounts Receivable Reporting

This course covers the functionality to track accounts receivable.  Participants will learn how to set up discounts, create customers, and enter accounts receivable bills and credit memos.  Applying receipts, as well as entering prepayments, are also covered.  Participants will also learn how to set up Accounts Receivable Reports.

Administration

This course reviews the items that should be maintained by the System Administrator for Sage MIP Fund Accounting.  We will review housekeeping items that should be performed on a regular basis.  This will include a review of data integrity checks and repairs when a failure is encountered.  Log files that are maintained for audit trail purposes will be discussed along with retention and clean up.  Setup of users, executive view users and controlling security rights will also be discussed.

Administration- Accounting

This course will cover the Accounting setup required for MIP.  Participants will learn how to set up the chart of accounts, offset account assignments, closing account assignments, and account code combinations.  An overview of reports associated with same will conclude the class.

Administration-System

This course begins with the 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.

Allocations-Introduction

In this course participants will learn how to create and process allocation codes and print pre-allocation financial reports. An emphasis will be on basic allocations.

Allocations- Advanced

This course will expand the knowledge the Allocation User.  Participants will learn how to utilize the multiple calculation methods available, including the use of User Defined Fields with Allocations. Various allocation reports will be discussed.

Bank Reconciliation

This course will review the process of bank reconciliation within the software.  Students will learn the proper use of dates within transaction entry and the impact on the bank reconciliation.  Reports necessary to troubleshoot a bank reconciliation will be reviewed.  Participants will learn how to correct a bank statement and the proper usage of Suspense Items.

Budget Management

This session demonstrates the powerful tools using MIP Fund Accounting Budget Module. Participants will learn about budget versions and budget controls. Learn how to modify, revise and transfer a completed budget worksheet.  Participants wanting the most benefit from this course should be comfortable with reporting.

Budget for the Executive View User

Designed specifically for the Executive View User, this call will provide training on data entry of budgets, as well as budget reporting.

Executive Director Introduction

This class provides an overview of the system for the Executive Director with a concentration on reports and system functionality.

Fixed Assets

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. The course concludes with a discussion of various fixed asset reports.

Forms Designer

Learn how to use the Forms Designer module to create your own check layouts, include signatures, logos, MICR encoding, and make adjustments to the checks.  We will also review the procedures to create your own customized Accounts Receivable Bills and Purchase Orders.

Fundraising 50 – Creating Mail Merge Files

This course covers all aspects of the mail merge procedure. Learn how to export data, format a document, merge the information, and save the templates.

Fundraising 50 – Effectively using Queries

Discover the concept of both basic and full queries, and understand the difference between inclusive and non-inclusive queries

Fundraising 50 – Event Management

Learn how to build and track an event, including its activities, from start to finish. Also, review various event reports

Fundraising 50 – Reporting

Discover key components necessary for running standard reports with accurate results. Learn how to apply the many report set-up options

General Ledger Transaction Entry

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. The use of each auxiliary button will be demonstrated. Participants will learn how to change session information, access offset and distribution codes and enter beginning balances and year-end adjustments. Transaction Reports will be demonstrated and participants will create default transaction reports.

Grant Administration

This class provides detailed instruction on how to implement the Grant Administration module to capture your Grant or Funding source data.  The course concludes with a detailed review of reports related to Grant Administration.

Import- Basic

The Import/Export module gives you the power to “import” data directly into Accounting or Payroll.  This course introduces the import process. Using Maintain menu items for illustration, you’ll learn about the different types of data formats available and discuss when to use each type.  How to “match” a definition file to a data file using format statement is explained.  You will also learn how to read and troubleshoot import error reports. 

Import- Advanced

Tired of entering the same data twice? Take the next step; learn how to import accounting transactions! Advanced Import provides you with the skill to quickly and accurately import accounting transactions. Learn the difference between T1 and T3 transaction formats. Easily identify which transactions can and cannot be imported. Understand the additional formatting statements available for transactions.

Payroll Setup

This course covers all aspects of setting up the payroll system. Participants will learn how to set up the Payroll module in Administration, then move into the Payroll system to set up the basic payroll codes. Also covered are the setup procedures for payroll distribution, employees and default timesheets.

Payroll Processing

This course picks up where the Payroll Setup course concluded. Participants learn how to enter and adjust employee balances, as well as all of the steps for processing payroll. Participants also learn how to implement and process payroll with the Direct Deposit module.  The course will conclude with a review of payroll reports.

Purchase Orders and Encumbrances

This course covers the complete purchase cycle, for non-inventory items, from issuing a purchase order to creating an accounts payable invoice. Participants will learn how to create a purchase order with encumbrances, receive the items, adjust the receipt if necessary, and then apply the purchase order to an invoice. Participants will also learn how to cancel items on a purchase order and how to void a purchase order. The course concludes with a discussion of various purchasing and encumbrance reports.

Reporting- Basic

Basic Reporting is an introduction to Sage MIP Fund Accounting reports. The course begins with an overview of the application’s reporting capabilities and structure. Subsequent instructions familiarize participants with the fundamentals of working with default reports as well as creating custom reports.  An emphasis is placed on List and General Ledger Reports.  Please note:  Financial Statements are covered in Advanced Reporting.

Reporting- Advanced

In this class participants will build on the basic skills learned in Reporting. Participants will learn how to utilize the quick financial statements and default financial statements features, plus how to create basic custom financial statements. Custom columns, report groups, and the drill-down analyzer will be reviewed.

Reporting for the Executive View User

Designed specifically for the Executive View User, this class will provide training on basic reporting functions.  Participants will learn how to filter existing reports and create their own reports.  This class will cover both General Ledger and Financial Statements

UDF and Attachments

This session demonstrates the features of both User Defined Fields and Attachments.  Participants will learn how to create User Defined Fields and Attachments in master files, documents and transactions.