Sage MIP Fund Accounting Training
     

Sage Software Certified Trainer

 

Jacobson Jarvis is a Certified Classroom Trainer for Sage MIP Fund Accounting. All classes are held in the Jacobson Jarvis IT Learning Center. In this classroom, you experience Sage MIP and strengthen your skills in a hands-on environment with actual data. Courses are limited to 9 students per session.
Attendees earn 7 hours of CPE credit per class day.

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"...I have already applied what I learned in MIP training last week. When I got back to work...our AP person was out sick and I had to void a check..and I knew how to do it! What excitement! Thanks for a great training class, I feel like I have a lot better under-standing of how the whole MIP system works."
Jaylene Roberts, Payroll Clerk
Columbia Basin Health Association

 

 
Class Sage MIP Training: General Ledger
Instructor Char Davies, CPA
Time 8:45 AM - 4:15 PM
Fee $1,100 - Support
             Plan
             Enrollees
$1,350 - Standard
Date

Oct. 20 - 23, 2008

 

This is a thorough overview of the Sage MIP General Ledger system. The four-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 financial statement preparation and report writing.
  Registration Options:     Pay By Credit Card     Pay By Mail
Class Sage MIP Training: Payroll
Instructor Char Davies , CPA
Time 8:45 AM - 4:15 PM
Fee $275 - Support Plan           Enrollees
$365 - Standard
Date Oct. 24, 2008
 

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.
 
Registration Options:     Pay By Credit Card     Pay By Mail
Class Sage MIP Report Writing Fundamentals
Instructor Char Davies, CPA
Time 8:45 AM - 4:15 PM
Fee $210 - Support Plan           Enrollees
$265 - Standard
Date Nov. 3, 2008
 

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, columnarization, 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.
 
Registration Options:     Pay By Credit Card     Pay By Mail
Class Sage MIP Report Writing Intermediate
Instructor Char Davies, CPA
Time 8:45 AM - 4:15 PM
Fee $210 - Support Plan           Enrollees
$265 - Standard
Date Nov.4, 2008
 

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.
 
Registration Options:     Pay By Credit Card     Pay By Mail
Class Sage MIP
Data Importing
Instructor Char Davies, CPA
Time 8:45 AM - 4:15 PM
Fee $210 - Support Plan           Enrollees
$265 - Standard
Date Nov. 6 , 2008
 
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.
 
Registration Options:     Pay By Credit Card     Pay By Mail
Class Sage MIP Budgeting
Instructor Char Davies, CPA
Time 8:45 AM - 4:15 PM
Fee $210 - Support Plan           Enrollees
$265 - Standard
Date

Aug. 20, 2008
Nov. 5, 2008

 
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.
 
Registration Options:     Pay By Credit Card     Pay By Mail
Class Sage MIP
A/P Intensive
Instructor Char Davies, CPA
Time 8:45 AM - 4:15 PM
Fee $210 - Support Plan           Enrollees
$265 - Standard
Date Aug. 21, 2008
 
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.
 
Registration Options:     Pay By Credit Card     Pay By Mail
Class Sage MIP Year
End Procedures
Instructor Char Davies, CPA
Times

AM & PM sections each day
8:30 - 11:30 am
1:30 - 4:30 pm

Fee $95 -  Support Plan           Enrollees
$125 - Standard
Date
  Dec. 2 & 4
 
This half-day class, featuring both morning and afternoon sections to choose from, covers preparing and processing IRS Forms 1099, 1096, W-2, and W-3. We'll reconcile W-2 data with the general ledger and tax deposits, adjust vendor 1099 balances, and print the forms. We'll also download and install tax table updates, update payroll for the new calendar year, and close the fiscal year.
Class Prerequisite: Student should have worked with Sage MIP for several months or be familiar with the basic functionality of the system.

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Registration Options:     Pay By Credit Card     Pay By Mail

 

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Registration fees DO NOT INCLUDE hotel, travel, meals or any other expenses.

 

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