Category

MIP Fund Accounting

Jan 10
0

Seattle – Abila MIP Fund Accounting 2 Day Classroom Training – General Ledger Core Modules: $1,100pp ($880pp if on Support Plan)

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

Three options available!

February 22, 2016 @ 8:30 am – February 23, 2016 @ 4:00 pm  Register Here

May 23, 2016 @ 8:30 am – May 24, 2016 @ 4:00 pm  Register Here

September 19, 2016 @ 8:30 am – September 20, 2016 @ 4:00 pm  Register Here

 

Those attending this class will gain an understanding of:

• Transaction entry screens and the purpose of each form throughout the core modules (GL, A/P, A/R Reporting, EFT for A/P module,    Import/Export, Forms Designer, Bank Reconciliation)
• Overview of the report writer (set-up, review and reconciliation)
• Bank reconciliation, month-end reports and closing process
• Best practices for memorizing documents, recurring entries, entry defaults, batch processing, reclassifying posted documents, etc
• Overview of the admin module and most commonly used features (user set-up, electronic attachments and back up)
• Review set-up vendors, customers, chart of accounts and distribution codes

Class held from 8:30 to 4:00 daily 
Free parking (check in at front desk upon arrival)
Breakfast, snacks & beverages served all day (lunch on your own – a list of restaurants and directions will be provided or you can bring your lunch)
Individual workstation and class materials are provided for each student
Complimentary WiFi
Bring examples of reports or specific issues you have, to discuss/resolve in class
6 hours of CPE for each day and completion certificate provided to each student
Minimum of 4 attendees to hold each class. When minimum attendance is met, you will receive a confirmation email & invoice to remit payment
In the event of cancellation from low attendance, communication will be sent via email, no later than 2 weeks prior to the class date, which will include alternative options
Cancellation policy requires written notice be emailed to vicki@welter-consulting.com two full weeks in advance of the class date for full refund. If cancellation is necessary within 2 weeks of class date, a credit will be issued to your organization for full amount if minimum attendance was met or 50% of registration fee to use against future training by anyone at the organization
Out of town guests should wait to book travel until class is confirmed

Computer Classrooms in Seattle
10604 NE 38th Pl #118
Kirkland, WA 98033

http://www.computerclassroomsinseattle.com/visitors/lodging

Jan 01
0

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

 

Jan 01
0

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

Dec 15
0

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