Sage MIP Fund Accounting Advanced Training

Comprehensive Reporting Workshop
Mastering Budgets and User Defined Fields Workshop
Mastering Allocation Techniques Workshop
Mastering Accounts Payable and Accounts Receivable Workshop
Comprehensive Administration Workshop
Advanced Reporting Workshop
Purchasing and Acquisitions
Allocations, Data Management and Custom Forms
Mastering Import Workshop
Mastering Installation and Database Management
Year End Reporting Workshop

Download Advanced Training Course Descriptions

Comprehensive Reporting Workshop
(Includes Reporting, Financial Statements, and Advanced Financial Statements)
Course Level: Advanced
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

The workshop provides a quick review of Sage MIP Fund Accounting’s reporting capabilities and structure. Financial statements will be the focus of this workshop.

Learn how to:

• Use default reports and create custom reports.
• Understand the differences between the general ledger analysis reports.
• Create an expanded general ledger.
• Use the "quick" financial statements feature.
• Create basic custom financial statements.
• Use report groups, segment substitution, segment substitution with report groups, and column subtotals for various FAS 117 required financial statements.

Mastering Budgets and User Defined Fields Workshop
(Includes Budget and User Defined Fields)
Course Level: Intermediate
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

This workshop provides an in depth training on the powerful tools in the Sage MIP Fund Accounting Budget Module and User Defined Fields

Learn how to:

• Create, modify and transfer a completed budget worksheet.
• Create budget reports.
• Gather and report customized organizational data using User Defined Fields.
• Create different types of user defined fields and practice applying them to the sample data and custom reports.
• Understand the way UDFs interact with your standard data tables and learn how to avoid common pitfalls and discouraged practices.

Mastering Allocation Techniques Workshop
(Includes Allocations, Grant Administration)
Course Level: Advanced
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

Skip the spreadsheet and let Sage MIP Fund Accounting do the work for you. If you receive funding from grants and contracts the chances are you need to allocate indirect costs or pooled revenues. The Allocations Module provides the tools and flexibility you need to handle complex agreements without having to create time consuming and cumbersome spreadsheets as well as incorporating with the Grant Administration module.

Learn how to:

• Create and process allocation codes and print pre-allocation financial reports.
• Use the multiple calculation methods available and how to create sequential allocation calculations.
• Use various allocation reports.
• Include grants administration fields in reports.

Mastering Accounts Payable and Accounts Receivable Workshop
(Includes Accounts Payable with Electronic Funds Transfer, Accounts Receivable Reporting and Billing, Forms Designer)
Course Level: Intermediate
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

This workshop covers the complete accounts payable and accounts receivable process, from setting up vendors to printing 1099s. Create custom forms for accounts payable and accounts receivable using the Forms Designer module.

Learn how to:

• Use the basic transaction entry functions.
• Set up and run many of the Accounts Payable reports.
• Use the Accounts Receivable Reporting Module and the Accounts Receivable Billing Module.
• Create and print bills and statements.
• Create reports in the Accounts Receivable Reporting Module.

Comprehensive Administration Workshop
(Includes System Administration, Accounting Administration and Setup, User Defined Fields)
Course Level: Intermediate
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

This session begins with the Sage MIP Fund Accounting setup in Administration and addresses database management, housekeeping, and security. Participants will be introduced to the table-driven chart of accounts structure and the different tools available in Accounting. The User Defined Fileds will conclude the session.

Learn how to:

• Set up accounting, organization, and workstation preferences.
• Create and manage an organizational database.
• Set up users and grant security rights to Administration, Accounting, and Payroll.
• Gather and report customized organizational data using User-Defined Fields.
• Create different types of user-defined fields and apply them to the sample data and custom reports.
• Understand the way UDFs interact with standard data tables and learn how to avoid common pitfalls and discouraged practices.

Advanced Reporting Workshop
(Includes Advanced Financial Statements, User Defined Fields, Nightshift)
Course Level: Advanced
Prerequisites: Proficiency in Reporting and Financial Statements
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

This workshop covers the creation of financial statements setup and formats. Participants will also learn how to gather and report customized organizational data using User Defined Fields. Use Nightshift to schedule reporting and posting tasks.

Learn how to:

• Create complex custom financial statements.
• Use report groups, segment substitution, segment substitution with report groups, and column subtotals for various FAS 117 or GASB Statement No. 34 required financial statements.
• Use the export feature.
• Gather and report customized organizational data using User-Defined Fields.
• Create different types of user-defined fields and apply them to the sample data and custom reports.
• Understand the way UDFs interact with standard data tables and learn how to avoid common pitfalls and discouraged practices.
• Use Nightshift to schedule reporting and posting tasks to make your life easier.
• Use Report Binder.

Purchasing and Acquisitions
(Includes Encumbrance, Purchase Orders, Electronic Requisition, Fixed Assets)
Course Level: Intermediate
Prerequisites: Proficiency in General Ledger Transaction Entry
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

This workshop covers how to enter Encumbrances with and without the Purchase Orders module. Explore the Electronic Requisitions module. Conclude the session by exploring the Fixed Assets module.

Learn how to:

• Issue purchase orders, create encumbrances, and liquidate encumbrances as the obligation is fulfilled.
• Set up Users and security for Electronic requisitions.
• Review items and category codes used with Purchase Orders.
• Apply items and category codes in requisitions.
• Use the process for submission and approval or rejection.
• Manage requisitions in Purchase Orders.
• Create requisition reports.
• Create asset codes to track individual assets, depreciation, and warranty information in the Fixed Assets module.
• Enter assets during transaction entry of accounts payable invoices or while entering cash disbursements.

Allocations, Data Consolidation and Custom Forms
(Includes Allocations, Data Consolidation, Forms Designer)
Course Level: Advanced
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

Skip the spreadsheet and let Sage MIP Fund Accounting do the work for you. If you receive funding from grants and contracts the chances are you need to allocate indirect costs or pooled revenues. The Allocations Module provides the tools and flexibility you need to handle complex agreements without having to create time consuming and cumbersome spreadsheets. Use the Data Consolidation module to combine multiple databases into one. Use the Forms Designer module to customize all your forms.

Learn how to:

• Create and process allocation codes and print pre-allocation financial reports.
• Use the multiple calculation methods available and create sequential allocation calculations.
• Use various allocation reports.
• Report balance data for client organizations as one consolidated organization using the Data Consolidation module.
• Create a consolidated organization and merge balance data from client organizations.
• Use tools and tricks available to create customized forms using the forms designer module.
• Use the Form Designer tools to create your own forms.

Mastering Import Workshop
(Includes Basic and Advance Import)
Course Level: Advanced
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

Have you ever wanted to transfer vendors, customers, employees or even a chart of accounts into Sage MIP Fund Accounting from another source? The Import/Export module gives you the power to import data directly into Accounting or Payroll. This course introduces the import process.

Learn how to:

• Use different types of data formats and discuss when to use each type.
• Match a definition file to a data file using format statement.
• Read and troubleshoot import error reports. Quickly and accurately import accounting transactions.
• Understand the difference between T1 and T3 transaction formats.
• Identify the transactions that can and cannot be imported.
• Understand additional formatting statements available for transactions.

Mastering Installation and Database Management
(Includes Installation and Database Management)
Course Level: Advanced
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

This workshop is rather technical; therefore we assume that you have knowledge of Windows 2000 Professional. Understanding the data flow of transactions and the default table structure of the database will help you understand the tables that are being affected when you enter data into the Application.

Learn how to:

• Properly install and configure Sage MIP Fund Accounting in both single user and network environments.
• Perform hands on installations.
• Learn which tables contain essential information for retrieval – from simple maintain items, to more complex accounting transaction types.
• Understand data flow from all the accounting and payroll transaction types to the ledgers and sub-ledgers.
• Understand types of relationships.

Year End Reporting Workshop
(Includes Accounting and Payroll)
Course Level: Intermediate
Prerequisites: Proficiency in General Ledger Transaction Entry
Instructional Method: Group Live
Recommended CPE Credits: 8
One Day Class

This workshop will help your organization find out what's involved in closing a fiscal year, including producing W-2s and 1099s and discover new advantages of incorporating this procedure into your regular database maintenance. This informative, step-by-step instructional workshop includes critical, failsafe practices and a discussion of reporting and data entry considerations before and after closing. Topics covered include: Produce IRS form 1099's, Fiscal year end procedures, Producing IRS form W-2's, Starting a new payroll year.

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