General Ledger Core Modules – MIP Fund Accounting Classroom Training

Whether you are new to the software or need a refresher course; this 2 day class on how to effectively use the core modules of your MIP Fund Accounting system is for you.

Those attending this class will gain an understanding of:

• Transaction entry screens and the purpose of each form throughout the core modules (General Ledger, A/P, Accounts Receivable Reporting, EFT for A/P module, Import/Export, Forms Designer, Bank Reconciliation and reporting related to each)
• Overview of the report writer and how to set-up reports to review and reconcile data
• Bank reconciliation efficiencies, month-end reports to reconcile and/or find transactions and the process to close the fiscal year
• Best practices utilizing the software system, including memorize documents, recurring entries, entry defaults, batch processing, reclassifying posted documents and review in order to gain consistency throughout general ledger, reduce transaction processing time and reduce the potential for errors
• Overview of the administrative module and most commonly used features including user set-up, electronic attachments and backing up the database
• Navigation throughout the system including the use of the process manager (favorites)
• Review set-up of maintain records like vendors, customers, chart of accounts and distribution codes

Class Details:

• Classes held from 8:30 to 4:00 daily
• Free parking (check in at front desk after your arrival and you will be shown to the classroom)
• 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.  Access to complimentary WiFi throughout the training facility.
• Bring examples of reports or specific issues you have, so we can discuss/resolve in class.
• 6 hours of CPE for each day of class and completion certificate provided to each student
• There must be a minimum of 4 attendees to hold each class.  As soon as the minimum attendance is met, you will receive confirmation me by email, including an invoice to remit payment.
  • In the event of class cancellation from low attendance, communication will be sent by me via email, no later than 2 full weeks prior to the class date, which will include alternative training options.
  • Cancellation policy requires written notice be given to Welter Consulting from registrant by email (vicki@welter-consulting.com) 2 full weeks in advance of the class date for a 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 trainings by anyone at the organization.
  • Out of town guests should wait to book travel until the class is confirmed (minimum of 4).
    • A list of nearby accommodations to the training facility can be found at http://www.computerclassroomsinseattle.com/Pages/hotels.htm
    • There are numerous places to eat near-by http://www.urbanspoon.com/n/1/18/Seattle/Kirkland-restaurants