There are times when it becomes necessary to void a transaction or payment. Sounds scary, but it’s actually a fairly common occurrence. This webinar will get you comfortable with the process of voiding a transaction, and will also give you a high level overview of the impact of a void to your AP and GL. Join […]
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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
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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
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During this webinar, we will discuss and tour the new interface including: Introduction to MIP Cloud- what is it? Basic navigation Adding vendors Adding A/P invoices Sample vendor report
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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In this session of Zobrio U we will be expanding on the first MIP Basics and Refresher webinar. Join us for this quick 20-minute webinar. We will be covering advanced financial report functions that will allow you to customize your Financial Statements. Zobrio U is a series of webinars, articles and white papers that transform you into a solutions pro. As
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Zobrio’s Senior Application Consultant Kathy Dwyer gives a refresher on MIP Reporting in this webinar where she focuses specifically on the content and filter functions of MIP. Some other handy how-to functions covered include: Block report designExport to Excel and PDF formatsCopying and renaming reportsSecuring reports Zobrio U is a series of webinars, articles and
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