Certified Public Accountants
Jacobson Jarvis Training Opportunities for Sage MIP
Sage MIP Training: General Ledger
Fee: $1,100 - Support Plan Enrollees - $1,350 - Standard
This is a thorough overview of the Sage MIP General Ledger system. The three-day class series with expanded and updated Sage MIP materials will give students a broad understanding of the system’s management and maintenance. They will learn how to execute transaction entry and perform routine tasks associated with the expenditure cycle, the revenue cycle, and the cash cycle. They will learn how to fix, reverse, void, or reclassify transactions. Students will also learn the basics of report writing.
Sage MIP Training: Payroll
Fee: $325 - Support Plan Enrollees - $395 - Standard
This course is a one-day extension of the Basic Training focused on preparing the student to use the Payroll Module. It covers all the set-up and processing activities necessary to generate a payroll and write reports.
Sage MIP Report Writing Fundamentals
Fee: $240 - Support Plan Enrollees - $295 - Standard
The Fundamentals class is for users needing a basic but comprehensive understanding
of the capabilities of the robust report generator built into the Sage MIP
General Ledger system. Upon completion, students will understand the purpose
and use of the numerous reports and financial statements built into the General
Ledger. They will be able to put to creative use the report writer's powerful
date and data selection criteria, subtotaling, pagination, columnazation,
as well as presentation options.
Class Prerequisite: Student should have worked with Sage MIP for several
months or be familiar with the basic functionality of the system.
Sage MIP Report Writing Intermediate
Fee: $240 - Support Plan Enrollees - $295 - Standard
The Intermediate class is for users with a solid grounding in report fundamentals
who need to know how to format financial statements, create and use report
groups, and how to export report data to other software programs. Upon completion,
students will be able to create, copy, and customize each of the financial
statements required by SFAS 117; know how and when to use account "codes" and "groups" to
achieve desired results; and know what data can be exported to what types
of file formats.
Class Prerequisite: Student must have completed the JJCO Report Writing
- Fundamentals class within the past six to eight months or have extensive
experience creating and using Sage MIP reports.
Sage MIP Data Importing
Fee $240 - Support Plan Enrollees - $295 - Standard
With Sage MIP you can import most any type of data, from spreadsheets or text files from other systems. You will learn the fundamentals of the data import process and practice importing vendors, customers, employees and many types of Sage MIP transaction (A/P invoices, cash receipts, journal entries, etc). While not specifically covering the import of payroll service bureau data, understanding how to import transactions in general provides the basis for rendering service bureau data importable. Class Prerequisite: Student must have completed the JJCO Report Writing - Fundamentals and Intermediate classes within the past six to eight months and be comfortable working in Microsoft Word and Excel.
Sage MIP Budgeting
Fee: $240 - Support Plan Enrollees - $295 - Standard
This class covers both how and where budget reports are created, as well
as the various ways to enter budget information. Class attendees will learn
how the budget module works and why. They will gain an understanding of how
to translate or convert their source budget data into logical components
for budget entry and updating. Best of all, they will get hands-on experience
entering budgets using four different methodologies.
Class Prerequisite: Student should have worked with Sage MIP for several
months or be familiar with the basic functionality of the system.
Sage MIP A/P Intensive
Fee: $240 - Support Plan Enrollees - $295 - Standard
This special, daylong training class will dig deep into the heart of the
Sage MIP Accounts Payable module. We will work through every imaginable A/P
situation: posting invoices, credit memos, and checks correctly, incorrectly,
upside down, and inside out. Students will present their favorite A/P conundrum,
and the class will solve the riddle. Tips and techniques for efficient A/P
processing and management will be highlighted.
Class Prerequisite: Student should have worked with Sage MIP for several
months or be familiar with the basic functionality of the system.
Sage MIP Year-End Procedures
Fee $95 - Support Plan Enrollees - $125 - Standard
This half-day class, using Aatrix software through MIP, covers preparing and
processing IRS Forms 1099, 1096, W-2, and W-3. Attendees will reconcile W-2 data
with the general ledger and tax deposits, adjust vendor 1099 balances, and print the
forms. They will also download and install tax table updates, update payroll for the
new calendar year, and close the fiscal year.
Class Prerequisite: Attendees should have worked with Sage MIP for several months or be
familiar with the basic functionality of the system.
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Details
Courses are limited to 9 students per session and attendees earn 7 hours of CPE credit per class day. GL class attendees will earn 24 credits for the 3 day class.
Registration fees DO NOT INCLUDE hotel, travel, meals or any other expenses.
If you are unable to attend your prepaid class, we must receive written or email notice no less than five working days prior to the class so as to credit your payment toward a future class.
You may apply the fee to any similarly priced class in the following 180 days.
Course fees are non- refundable.
In the event Jacobson Jarvis cancels a class (usually due to insufficient registrations), you will be notified and your registration fee will be credited to a future training class or refunded.
Jacobson Jarvis assumes no responsibility for other costs incurred relating to a cancelled training class.
