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Sage
MIP Fund Accounting Training
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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
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| 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
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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 systems 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.
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Registration
Options: Pay
By Credit Card
Pay
By Mail
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| 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
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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.
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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 writers 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.
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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.
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| 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
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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. |
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| 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
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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. |
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| 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
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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. |
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| Class |
Sage
MIP Year
End
Procedures |
| Instructor |
Char
Davies, CPA |
Times
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AM & PM
sections each day
8:30 - 11:30 am
1:30 - 4:30 pm
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| Fee |
$95
- Support
Plan Enrollees
$125
- Standard |
Date
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Dec.
2 & 4 |
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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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Sage
Software, the Sage Software logos, and the Sage Software product and
service names mentioned herein are registered trademarks or trademarks
of Sage Software, Inc., or its affiliated entities. All other trademarks
are the property of their respective owners.
Registration fees DO NOT INCLUDE hotel, travel, meals or any other expenses.
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