Abila MIP Fund Accounting – Classroom Training, Presented by Welter Consulting

Abila MIP Fund Accounting ClassesOur good friend and colleague, Vicki Welter, CPA, of Welter Consulting is offering a number of classes this year and we are excited to be able to share them with you. If you or any of your staff members need training in Abila MIP Fund Accounting – this is a great opportunity to take your expertise to the next level. From General Ledger, Payroll and Human Resources / Employee Web Services; to Report Writing, Budgeting, and AP Expert, there is bound to be a class for everyone. Armed with the added knowledge you will gain in any of these Welter Consulting classes, you will have all the tools necessary maximize the productivity, use and ROI of your Abila MIP Fund Accounting system!

Classes Offered

Abila MIP Fund Accounting – General Ledger

Class Location:
Computer Classrooms in Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033

Dates Offered:

  • Monday, February 24th – Tuesday, February 25th, 8:30 am – 4:30 pm
  • Monday, May 26th – Tuesday, May 27th; 8:30 am – 4:30 pm
  • Monday, October 13th – Tuesday October, 14th; 8:30 am – 4:30 pm

Overview:

This class will help you gain a better understanding of:

  • Transaction entry screens and the purpose of each form and related reporting throughout the core modules including:
    • General Ledger
    • A/P
    • Accounts Receivable Reporting
    • EFT for A/P module
    • Import/Export
    • Forms Designer
    • Bank Reconciliation
  • How to best use the report writer, and set up reports
  • Bank reconciliation and month end reporting
  • Best practices utilizing the software system, including:
    • Memorizing documents
    • Recurring entries
    • Entry defaults
    • Reclassifying posted documents
    • And process review techniques to reduce transaction processing time and the potential for errors
  • Overview of the administrative module including:
    • User set-up
    • Electronic attachments
    • Database back up
  • System navigation
  • Record maintenance and set up of distribution codes, vendors, customers, and chart of accounts

Get more details, and/or register for this class…

 

Abila MIP Fund Accounting – Payroll

Class Location
Computer Classrooms in Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033

Dates Offered:

  • February 27th, 2014, 8:30 am – 4 pm
  • May 28th, 2014, 8:30 am – 4 pm
  • October 15th, 8:30 am – 4 pm

Overview:

MIP Fund Accounting – Payroll class offers a greater understanding of:

  • The proper set-up for payroll codes and W2 processing at year end regarding:
    • Earnings
    • Benefits
    • Deductions
    • Workers compensation
    • Taxes and leave
  • Employee record set up and editing
  • Attaching payroll codes to employees and running historical payroll reports
  • Payroll processing checklists
  • Internal Control considerations related to set-up/edits of employees
  • Default time sheets and their purpose / when to use time adjustments
  • Pay code balance adjustments
  • The use of supplemental payroll processing
  • How to set-up and use the direct deposit module
  • Available payroll reports and their purpose, including set-up of common reports used in tax reporting and reconciliations

Get more details, and/or register for this class…

 

Abila MIP Fund Accounting – HR Management and Employee Web Services

Location:

TBD

Dates Offered:

  • February 26th, 2014, 8:30 am – 4:00 pm
  • May 29th, 2014, 8:30 am – 4:00 pm
  • October 16th, 2014, 8:30 am – 4:00 pm

Overview:

This class offers beneficial information regarding:

  • How to use and set-up employees in the HR system and all the utilities to easily track:
    • FMLA
    • Certifications/Credentials
    • EEO Reporting
    • And much, much, more.
  • How to set-up the Employee Web Services (EWS) module
  • Manager approval and employee submission/approval process for electronic time sheets
  • Other employee options, including access to reports in the EWS module
  • Mass update feature in HR, and options to cut down on manual entry and adjustments
  • Best practices with payroll processing to ensure accuracy (payroll checklist provided)
  • Queries and reports in the HR system and a brief overview on how to use the custom report writing utility

Get more details, and/or register for this class…

 

Abila MIP Fund Accounting – Report Writing Fundamentals

Location:

Computer Classrooms in Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033
(425) 576-9747 Ext 0

Dates Offered:

  • March 10th, 2014, 8:30 am – 4:00 pm
  • June 16th, 2014, 8:30 am – 4:00 pm
  • November 10th, 2014, 8:30 am – 4:00 pm

Overview:

Report writing fundamentals will improve your understanding of:

  • The functionality of each of the report set up tabs
  • How to best utilize transaction entry fields
  • Report naming and archiving
  • Improving report writing skills, including avoiding common errors, fitting to a page, and more
  • How to export reports into different formats including email, Excel, and .pdf
  • How the scheduler module can reduce report distribution time
  • How Executive View user licensing is useful in conjunction with the advanced module
  • Benefits of using the process manager to store and organize reports

Get more details, and/or register for this class…

 

Abila MIP Fund Accounting – Advanced Report Writing

Location:

Computer Classrooms in Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033 Dates:

Dates Offered:

  • March 11th, 2014, 8:30 am – 4:00 pm
  • June 17th, 2014, 8:30 am – 4:00 pm
  • November 11th, 2014 8:30 am – 4:00 pm

Overview:

  • Advanced report writing for Abila MIP Fund Accounting will teach you more about:
  • Report groups and their use
  • Financial statement formats, including how to set-up the various statement types
  • Best practices surrounding the presentation of financial statements to different parties
  • Reporting on multiple periods, across multiple fiscal years, grant/contract periods or calendar years
  • Common troubleshooting areas to ensure accuracy
  • Custom column creation for both date override and formula type columns
  • Segment substitution and its powerful effect on reporting and presentation
  • Scheduler module, Executive View licenses in conjunction with advanced security and data mining opportunities to report on data in MIP
  • Various ways to collect and report on data to our grantors by utilizing the system’s advanced reporting capabilities like a table-driven chart of accounts, report groupings and financial statements
  • How to set up and use the top 10 reports in the system

Get more details, and/or register for this class…

 

Abila MIP Fund Accounting – Budgeting

Location:

TBD

Dates Offered:

  • March 12, 2014, 8:30 am – 4:00 pm
  • June 18th, 2014, 8:30 am – 4:00 pm
  • November 12, 2014, 8:30 am – 4:00 pm

 Those attending this class will learn more about:

  • Budget versions and use in reporting
  • Budget controls that can be set up in MIP to warn you when transactions exceed budget
  • Options for budget data input including:
    • Import
    • Manual entry
    • Budget Worksheets
    • And copy/paste
  • How to enter budget by grant/contract period in order to do cross fiscal year reporting and still be able to report on budgeted data by fiscal year
  • Best practices on reviewing budget data after entered in system and how best to revise posted budget amounts

Get more details, and/or register for this class…

 

Abila MIP Fund Accounting – Accounts Payable Expert

Location:

Computer Classrooms in Seattle
10604 NE 38th Place, Suite 118
Kirkland, WA 98033

Dates:

  • March 13, 2014, 8:30 am – 4:00 pm
  • June 19th, 2014, 8:30 am – 4:00 pm
  • November 13, 2014, 8:30 am – 4:00 pm

Overview:

This class will offer a higher level training in Accounts Payable and cover:

  • Best practices for processing A/P and other disbursements including prepaid transactions, credit card transactions, sweeps between bank accounts, etc.
  • When to use each of the transaction entry screens
  • How to use and set-up the electronic attachments
  • Set-up and use of memorized documents, recurring documents, entry defaults and other areas that can reduce transaction processing entry time and improve consistency
  • Use of 1-time vendors and associated audit trails, use of rename/merge feature and best practices for setting up vendors
  • A/P sub-ledger reports and other disbursement and reconciliation reports
  • The purpose of using a requisition module/PO module and/or encumbrance module to track commitments
  • Recording of prepaid transactions to product audit schedule from accounting system

Get more details, and/or register for this class…