Category

Abila

Have You Outgrown Your Current Software? – Free Webinar

By | Abila, MIP Fund Accounting, Nonprofit, Nonprofit Enrichment Series | No Comments

Have you outgrown your accounting software.Thursday, April 14, 2016 9:00 AM – 10:00 AM PDT

When processes become slow and inefficient and spreadsheets are overused with data being entered multiple times in multiple places, it becomes almost impossible to retrieve data in a timely fashion. You may have accounting software that is incapable of processing payroll or other functions effectively or grant or donor management systems that do not capture the data you need for reports. Or do you have lots of different tracking systems in place that do not talk to each other and data is captured in multiple areas? Sometimes, the software just does not “fit” the organization anymore. We will provide you with the tools to assess your situation and help you make a good decision, if you are ready for a change.

Register here

 

Reconciling Payroll: Key Steps to Ensuring your 941’s, W2’s/W3’s, and Audit Schedules are Accurate – Free Webinar

By | Abila, MIP Fund Accounting, Nonprofit, Nonprofit Enrichment Series, Training | No Comments

Payroll-ReconciliationThursday, March 10, 2016 9:00 AM – 10:00 AM PST

During this valuable webinar, we will walk through the step-by-step process for W2’s to better understand how to complete the required year-end reports and to experience a more efficient and effective way to process them.  Knowing how we need to report at year end, will allow us to do quarterly reconciliations on payroll data that ensure accurate information reported at year-end to taxing authorities and employees.  We will also show you how to incorporate the quarterly reconciliation process into producing an audit schedule to cut-down on year-end tasks we need to perform. We will help educate you on topics that pertain to better more efficient 941 reporting, payroll reconciliations & year-end reporting.

Register here

W-2’s: Let’s get ready!

By | Abila, MIP Fund Accounting, Nonprofit, Training | No Comments

Walking through a year-end checklist is critical to ensure all steps have been completed for 2015 W-2 reporting and to get ready for payroll processing in 2016.

This online training session will:It's Tax Time!

  • Give you tools to help you reconcile taxable wages against your 941’s to ensure accurate year-end reporting
  • Teach you the required system set-up in MIP payroll needed to ensure accurate W-2’s
  • Process W-2’s in Aatrix
  • Review best practices and options for submitting W-2/W-3’s electronically using Aatrix to save your organization money and eliminate extra hassle

The registration fee is $129/person ($99/person if on Welter Consulting User Support Plan)

Classes are limited to 50 attendees

When you click through to registration you will have your choice of three dates: 1/7 11:00 AM – 12:00 PM PST, 1/14 11:00 AM – 12:00 PM PST, 1/21 3:00 PM – 4:00 PM PST

Register here

Portland Abila MIP User Group

By | Abila, MIP Fund Accounting | No Comments

Portland MIP User GroupWelter Consulting is teaming up with RBP Methods to offer an Abila MIP User Group in Portland in order to make participation easier for clients close to the Portland area.  Click here to register.

Abila MIP User Groups are a great way to share ideas with each other, get your specific MIP Fund Accounting questions answered, network with other MIP Fund Accounting users, and learn best practices and how to fully utilize your software program.  The agenda will be created based on the topics you want to cover and will include:

  • What’s New: a review of v2014, 2015 features including bank reconciliation, emailing payment vouchers, advanced security, security changes, UI, alerts, and much more.
  • What is MIP Advance and is it for me?
  • Cloud Computing: the benefits and drawbacks of cloud computing (hosting).
  • ACA reporting tools in HR Management and EWS/Microix TS.
  • Advanced Reporting Module (DrillPoint) Excel-based add-on module that allows for custom reporting and dashboards.
  • 20 Best Tips & Tricks and 10 Best Reports.
  • Stump the Chump and MIP Jeopardy!
  • Test drive MIP and Microix modules or find out more about other 3rd party billing options.

Other details:

  • Date: Monday, October 26
  • Time: 9:00 – 4:00
  • Cost:  $99 per person
  • Location: Oregon Society of CPAs (10206 SW Laurel St., Beaverton, OR 97005)
  • Wi-Fi, Lunch, Coffee, Water and Snacks

Click here to register