Posts tagged with "Abila MIP Fund Accounting Training"

FA218 – MIP Fund Accounting Advanced Reporting With Drillpoint

Course Level: Advanced
Prerequisite: Participants must install the MIP Fund Accounting Advanced Reporting with Drillpoint module prior to class
Recommended Prerequisite: FA216 – MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

MIP Advanced Reporting with Drillpoint provides additional reporting tools that leverage the familiar Microsoft Excel ® framework. 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 Advanced Reporting with Drillpoint 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.

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

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: 2
Two-Hour Class

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.

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

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

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.

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

FA215 – MIP Fund Accounting Reporting

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

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.

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

FA207 – MIP Fund Accounting Accounts Receivable Processing

Course Level: Basic
Prerequisite: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-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 Advanced Topics” 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

FA205 – MIP Fund Accounting Accounts Payable Processing

Course Level: Basic
Prerequisite: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-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

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

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.

FA203 – MIP Fund Accounting General Ledger Transaction Entry

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

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.

FA218 – MIP Fund Accounting Advanced Reporting With Drillpoint

Course Level: Advanced
Prerequisite: Participants must install the MIP Fund Accounting Advanced Reporting with Drillpoint module prior to class
Recommended Prerequisite: FA216 – MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

MIP Advanced Reporting with Drillpoint provides additional reporting tools that leverage the familiar Microsoft Excel ® framework. 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 Advanced Reporting with Drillpoint 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.

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

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: 2
Two-Hour Class

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.

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