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Zobrio University

Zobrio University: Data Entry Tips and Tricks

Data Entry can be frustrating and time consuming. There are many tricks in MIP that can make the process easier and more accurate. This 20-minute webinar will show you a few. We will cover: F5/F6 Auto-Dup functionsEntry defaults Column re-orderingWorkstation preferencesDistribution codesRecurring entries 

Security Training for your Employees

We’ve all gone through mandatory security awareness training… probably when we were first hired. Is that enough? You might be surprised to know this is woefully inadequate. Data is the lifeblood of any organization, and it is the duty of every employee, no matter their position, to safeguard that data. This video highlights the importance …

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Zobrio University FE: Budget Tools

In this session, we will look at how budget information is stored in FE/FENXT, how to update budget information, and the available budget tools that help track adjustments. We will also briefly discuss how FE NXT’s new Excel plug-in makes the entry process more efficient than ever. We will cover: Budgeting overview Budgeting entry Budgeting …

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Zobrio University MIP: Budget Tools

Join us as we explore MIP’s budgeting tools and how to use them as part of your budgeting process. We will cover: Set up: budget versions, budget controls, critical segments Data entry options: manual entry, import from CSV file, budget module Reporting: posted & unposted transaction reports, detail budget/actual transactions, Summary budget comparison, budget worksheets

Zobrio University FE: Using Relative Dates in Financial Statements

If you need reports that show multiple timeframes such as year-to-date last month, one year ago or even two years ago, you can avoid constantly changing the date settings by using relative dates. During this webinar, we will look at the key settings with examples. Also beginning this month, we will show the features in …

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Protecting your Data from Email-Borne Threats, and Phishing

We know your plate is full. Sometimes even a 25-minute webinar is too much of a commitment for your busy schedule. That is why Zobrio’s TechTalk videos are so vital. Zobrio’s TechTalk on-demand videos fit to your schedule and not the other way around. TechTalk’s engaging and concise format will get you up to speed …

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Recorded ZU: Financial Edge Year End Calendar Preparation

December is the month for year-end preparation. This webinar will review what you need to close out 2020 and plan for 2021. In this 30-minute session, we will cover: GL- Fiscal yearsAP- 1099 tracking and the new 1099-NEC formPayroll- Pay schedules, tax tables, W2 reconciliations, ACA   More about Zobrio UZobrio U is a series of …

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Recorded Zobrio U: MIP Year-End Prep

December is the month for year end preparation. This webinar will get you up to speed on everything you need to close out 2020 and plan for 2021. In this 30 minute session we will cover:  GL entry datesAP-1099 tracking Payroll- processing groups’ pay schedules, tax tables, W2 reconciliations   More about Zobrio UZobrio U is a series …

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Recorded ZU: IT – Why Regular Security Awareness Training is Important

We’ve all gone through mandatory security awareness training, probably when we were first hired. That should be enough, right? Wrong. Data is the lifeblood of any organization, and it is the duty of every employee, no matter their position, to safeguard that data. Just as new security threats come to rise, technology is constantly evolving to …

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Recorded Zobrio U: MIP Financial Statement Formats

Financial Statements are an essential component of any organization. It provides a snapshot of your organization’s financial health, giving critical insight into performance, operations and cash flow. This webinar will cover how MIP helps you format the following components of your financial statement. Topics covered:   Balance sheetRevenue & expenses Combining statement of revenue & expendituresTroubleshooting issues Custom …

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Recorded Zobrio U: Daylight Saving: Time to Check Your Smoke Detectors and Your Data Backup

We know it’s good practice: at the beginning and end of daylight saving, as you set your clocks back or forward, you should change the batteries in your smoke detector. This move can protect you from a dangerous fire. It’s the same thing with your data backups. Check your backups regularly to ensure the data is …

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Recorded Zobrio U: MIP Security

Learn some quick tips on how to maintain security in the MIP environment. Some of the topics we will discuss include: Maintaining usersMaintaining groupsSet up system menusSet up organization menusAccount level securityAudit trails More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of …

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Zobrio University- Securing the New Normal

The last few months have brought a significant shift in how organizations function on a daily basis. As we all weathered this crisis, we’ve experienced some hard lessons around business continuity, communication and security. Zobrio has been very involved in helping customers set up the necessary equipment and security to keep critical operational activities functioning …

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Recorded Zobrio U: ZAI Assignable Cash Book Views

Learn how to create restricted read only views for your remote departments providing real time online reporting and how to take advantage of ZAI Banking’s unique business intelligence tools. We will cover:  Review of how to create Cashbook viewsWhere and how to assign those views Usability of those views by your stakeholders  More about Zobrio UZobrio U …

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Recorded Zobrio U: IT – Securing the New Normal

The last few months have brought a significant shift in how organizations function on a daily basis. As we all weathered this crisis, we’ve experienced some hard lessons around business continuity, communication and security. Zobrio has been very involved in helping customers set up the necessary equipment and security to keep critical operational activities functioning …

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Recorded Zobrio U: FE Peparing for Auditor Reports

In this 30-minute session, we will focus on preparing for Auditor Reports.The auditing process involves producing reports from the General Ledger and, possibly, the subledgers. This overview session will review the primary reports from the summary and detail information and the common settings used to create and save the reports.  Topics covered:  General ledger balances, …

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Recorded Zobrio U: MIP Preparing for the New 1099-NEC

In this 30-minute session, we will focus on tips for preparing for the New 1099-NEC (Non-Employee Compensation) form, which hasn’t been used since 1982. This form will replace using Box 7 on the current 1099-MISC form when reporting 2020 activity in January 2021. The MIP software 2020.2 that contains these changes is now available. This …

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Recorded Zobrio U: MIP Reconciling Subledgers (AP, Payroll)

In this 30-minute session, we will focus on tips for reconciling subledgers. Topics covered:   Recommended Reconciliation Reports – Revenue & Expense Statements and Trial Balances.What can cause the Subledgers and G/L to be out of balance? Effective Dates!How to locate Sessions that are posted to a closed period. More about Zobrio UZobrio U is a series …

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Recorded Zobrio U: FE Reconciling Subledgers (AP, Payroll)

In this 30-minute session, we will focus on reconciling subdledgers (AP, Payroll).  Topics covered:  Recommended Reconciliation Reports – Revenue & Expense Statements and Trial Balances.What can cause the Subledgers and G/L to be out of balance? Dates!How to locate Transactions in the General Ledger. More about Zobrio UZobrio U is a series of webinars, articles and …

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Recorded Zobrio U: ZAI-Assisting Automated Bank Reconciliation

Learn how you can better understand electronic bank statements and how to take advantage of ZAI Banking’s unique business intelligence tools. In this webinar you will learn about: Maintaining a one-to-one match between your ZAI Bank Ledger and your bank statementOFX files: A standard means of securely transferring financial information via the internetThe ZAI difference …

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Recorded Zobrio U: MIP Data Entry Tools and Tips

In this 30-minute session, we will focus on data entry efficiencies in General Ledger and Accounts Payable.  Topics covered:   Journal entry defaultsVendor defaultsColumn re-orderingRecurring entries  More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips …

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Recorded Zobrio U: FE Data Entry Tools and Tips

 In this 30-minute session, we will focus on data entry efficiencies in General Ledger and Accounts Payable.  Topics covered:  Journal entry defaultsVendor defaults Column re-orderingRecurring entries More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips …

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Recorded Zobrio U: Financial Edge Vendor Management

In this 30-minute session, we will review options to manage vendor information. Topics covered: Merging, purging and deletingUsing multiple addressesAlternate vendor namesChanging how the vendor name sortsAdding and using vendor attributes More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio …

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Recorded Zobrio U: MIP Vendor Management

In this 30-minute session, we will review options to manage vendor information. Topics covered:  Merging and renaming vendorsUsing multiple addressesAlternate vendor namesAdding and using User Defined Fields More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each …

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Recorded Zobrio U: ZAI and the Power of an API to Save Time and Money

View this short 20-minute webinar to learn how you can take advantage of an API (Application Programming Interface) with ZAI to help you reduce errors and streamline your revenue workflow. Learn how an API can help you: Eliminate manual data entry and or file creation and acceptanceEffortlessly accept receipts from online payments, credit card transactions …

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Recorded Zobrio U: MIP Customizing Columns in Financial Statements

In this 30-minute webinar, we will review the options and examples that allow you to customize financial reports to match your needs such as:  Reporting fund activityComparing budgets to actuals Setting specific time framesUsing formulas in columns More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. …

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Recorded Zobrio U: Financial Edge Customizing Columns in Financial Statements

In this 30-minute webinar, we will review the options and examples that allow you to customize financial reports to match your needs such as:  Reporting fund activityComparing budgets to actuals Setting specific time framesUsing formulas in columns More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. …

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Recorded Zobrio U: MIP Calendar Year-End Preparation

Year end processing has come. In this session we will discuss: Payroll preparation checklist items to considerACA reporting requirements overview More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips and instructions on your …

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Recorded Zobrio U: Financial Edge Calendar Year-End Preparation

Year end processing has come. In this session we will discuss: Payroll preparation checklist items to considerACA reporting requirements overview More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of the Zobrio Client Care system, each class offers tips and instructions on your …

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Recorded Zobrio U: MIP AP Voiding and Purging

In every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: How AP …

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Recorded Zobrio U: Financial Edge AP Voiding and Purging

In every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: How AP …

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Recorded Zobrio U: MIP Reporting Annual Vendor Payments

Are you subject to a mandate to publicly report annual vendor payments above a certain amount?  In this 20-minute ZU session, we will show you the reporting options available to you in MIP. More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part of …

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Recorded Zobrio U: Financial Edge Reporting Annual Vendor Payments

Are you subject to a mandate to publicly report annual vendor payments above a certain amount? In this 20-minute ZU session, we will show you the reporting options available to you in Financial Edge. More about Zobrio UZobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As part …

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Recorded Zobrio U: Financial Edge Fraud Prevention Techniques – Financial Systems Controls

It might surprise you to learn that fraud is not always committed by those who are new to the company. Studies show that 53% of fraud is committed by those employed more than five years.  This is one of the many things you will learn in this short 20-minute webinar on fraud prevention techniques. We …

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Recorded Zobrio U: MIP Fraud Prevention Techniques – Financial System Controls

It might surprise you to learn that fraud is not always committed by those who are new to the company. Studies show that 53% of fraud is committed by those employed more than five years.  This is one of the many things you will learn in this short 20-minute webinar on fraud prevention techniques.We will cover …

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Recorded Zobrio U: Financial Edge Journal Entry Batches – Corrections, Copying and Recurring Entries

Journal entries are important to every accounting process. They can be time-consuming, but there are ways to streamline the process. In this 20-minute webinar, we will discuss time savers for: Copying bathes or rowsGlobal corrections and reversalsCreating and using recurring batches More about Zobrio UZobrio U is a series of webinars, articles and white papers …

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Recorded Zobrio U: MIP Journal Vouchers – Corrections, Copying, Recurring Entries

Journal vouchers are a part of every accounting process. They can be time-consuming, but there are ways to streamline the process. In this 20-minute webinar, we will discuss time savers for: Copying a posted document for a transactionCopy and entire A/P invoice sessionCreating and using recurring documents         More about Zobrio UZobrio U is a series …

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Recorded Zobrio U: Preparing your Data for ACA Reporting

It’s never too early to get ready for the ACA Reporting Requirements. This fast-paced webinar will help you avoid the year-end rush and step you through what you need to do to prepare your data ahead of time. Here’s what is covered in this webinar: What employers are required to file and when.Start prepping your …

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Recorded Zobrio U: MIP AP Payment Voids and Corrections

In the life of every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: …

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Recorded Zobrio U Webinar: Financial Edge AP Payment Voids and Corrections

In the life of every accounts payable system the time will come when a payment needs to be removed. Perhaps the check was never received, the amount was wrong, or the invoice should have never been paid. We will identify the key considerations and procedures for correcting these situations. During this 20-minute webinar, we’ll show you: …

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