Category

MIP Fund Accounting

MIP User Group Meeting (Portland OR) September 19

By | Abila, MIP Fund Accounting | No Comments

Portland MIP User Group MeetingOur friends at RBP Methods will be hosting an MIP User Group Meeting in Portland on September 19, 2014.

This event will feature Abila MIP Fund Accounting best practices and look to help you get the most out of you MIP Fund Accounting system.  The agenda for the Portland MIP Fund Accounting User Group:

  • Abila MIP Fund Accounting’s most recent release of version 2014.0 – 2014.6 including features like bank reconciliation, emailing pay stubs and much more!
  • The future of MIP Fund Accounting and a roadmap of enhancements scheduled for the next release.
  • DrillPoint Reports, an Excel-based, add-on module that allows for custom reporting and dashboards tips & tricks.
  • System Reviews, the key practice to getting the most out of your system.
  • Hosting and private cloud options – should you consider these options for your nonprofit organization.
  • Support Contract and how to get free resources offered by Abila, along with beta testing advantages.
  • Top 3rd Party Solutions that integrate directly with Abila MIP Fund Accounting.

Portland MIP User Group MeetingThis User Group Meeting is hosted by RBP Methods.  Meeting details:

Friday Sept 19, 2014
8:30-4:30 pm
Register Here

  • Hotel Monaco located at 506 SW Washington St, Portland, OR
  • Early Registration Fee: $125 early registration through August 31
  • Regular Registration Fee: $140 September 1 through 15.
  • Registration Fees Includes: Parking, Wi-Fi, lunch, coffee, water & snacks
  • Cancellation Policy: Cancellations before 9/15 will receive a full refund. Unfortunately, we are not able to give refunds if cancellations are received after 9/15.

 

 

Welter Consulting and RBP Methods teaming up to offer classroom training in Oregon

By | MIP Fund Accounting, Training | No Comments

Sm RBPWelter_LOGO_emailWelter Consulting and RBP Methods are teaming up to offer MIP Fund Accounting classroom training in Portland, Oregon.

Welter Consulting and RBP Methods are teaming up to offer MIP Fund Accounting classroom training for the first time!

There will be four days of training (all classes eligible for CPE credit):

Instructor: Vicki Welter, CPA

abila certified trainer RGBThe training is open to all MIP Fund Accounting users who would like to brush up their skills on General Ledger and Report Writing. Each day of class is eligible for 6 CPE credits and will be taught by Vicki Welter, CPA.

The classes will be held at the Oregon Society of CPAs offices in Beaverton, Oregon. There is free parking at the facility. We will have breakfast, as well as snacks and beverages served all day. Lunch is on your own.

There will be individual workstations for attendees and we provide class material for each student. We encourage you to bring examples of reports or specific issues.

MIP is Mobile!

By | MIP Fund Accounting | No Comments

Did you know that Abila MIP Fund Accounting allows you to go on the road without losing access to the information most important to your job?  You can access key information, run reports and perform key tasks right from your mobile phone or tablet –deliver on your mission and make decisions wherever you are.
MIP Mobile allows you to:

  • Anytime, anywhere access – view account balances and key reports directly from your mobile phone or tablet.
  • Access information with ease – quickly drill down into report information to get key information, even if you’re away from your desk.
  • Stay in touch and maximize time – answer cluttering inbox requests  with the ability to export and email reports, approve and deny requisitions and manage users.
  • Make quick and strategic decisions – with reports and balances available at your fingertips, easily make informed decisions on how to better deliver your mission.
  • Maintain security – user security settings from MIP Fund Accounting on your desktop will remain intact with the MIP Mobile app.

MIP Mobile is available for both Apple and Android devices. The functionality is available for both mobile phone and tablet users as well.

Mobile access is a complimentary option for current MIP Fund Accounting users, try it today!  Call us at 206-605-3113 or email us at vicki@welter-consulting.com to find out more.

February Promotion on Accounts Receivable Reporting and Accounts Receivable Billing

By | MIP Fund Accounting | No Comments

iStock_000027442123XSmallModules to power up your performance!

You already know that Abila MIP Fund Accounting is great software. This month, supercharge your accounting system by adding Accounts Receivable Reporting and/or Accounts Receivable Billing and receive 20% off!

With Accounts Receivable Reporting, you can:

  • Maintain detailed accounts receivable analysis profiles of the customers and donors that you deal with on a recurring basis.
  • Set up discounts on a customer basis, and apply these discount terms during the receipting process.
  • Record receivables, credits and receipts associated with your customers and donors.
  • Run robust reports such as aging reports and customer activity reports.

With Accounts Receivable Billing, you can:

  • Create invoices, request payments, manage prepayments and create customer statements.
  • Set up recurring charges by customer and/or group of customers.
  • Email invoices and customer statements.

This offer* expires on February 28, 2014.

We can help you take advantage of this incredible offer—contact us today!

*Offer good for purchase of module add-ons only.  Offer expires February 28, 2014.  Offer cannot be combines with other offers.  Offer cannot be used on services that have already been contracted.  Offer does not apply to Maintenance & Support agreements.