Advanced Report Writing for MIP Fund Accounting

By November 14, 2016
September 21, 2017 @ 8:30 am – 4:00 pm
10604 NE 38th Pl
Kirkland, WA 98033
$700pp ($560pp if on Welter Support Plan)

Hands On Training at our Seattle Classroom
Sept 21st | 8:30 am – 4:00 pm | 10604 NE 38th Pl, Kirkland, WA
$700pp ($560pp if on Welter Support Plan)
Register Now

During this training you will learn:

  • Report groups and their use in reporting throughout the system
  • Financial statement formats, including how to set-up the various statement types and use in F/S
  • Best practices surrounding the presentation of financial statements, which will consider the users/stakeholders of the information in order to customize presentation on their unique needs
  • Reporting on multiple periods, across multiple fiscal years, grant/contract periods or calendar years
  • Common areas to troubleshoot reported amounts to ensure the right numbers are reported
  • Custom column creation for both date override and formula type columns within certain reports
  • Segment substitution and its powerful effect on reporting and presentation
  • Scheduler module, Executive View licenses in conjunction with advanced security, data mining opportunities and ability for other reporting tools to query and report on the data contained in MIP
  • Various ways to collect and report on data to our grantors/funders by utilizing the system’s advanced reporting capabilities like a table-driven chart of accounts, report groupings and financial statements
  • The 10 best reports in the system and how to set-up and use these reports. We will also review the other report menu options
  • And we will discuss and resolve all examples you bring to class
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