General Information (GEN):

MIP Fund Accounting® Training

In this MIP Fund Accounting training session, you will learn general information regarding MIP Fund Accounting®. First, you will learn how to navigate the system and how to customize your software to fit your preferences. Then you will learn about the various transaction types within the system.


GEN 01: Navigating the System

  • How to access the software from your computer
  • What is included on the Help and Support page and how it can be beneficial to you
  • Where each main tab in the Navigator toolbar will take you
  • How to customize homepage preferences
  • How to Customize the Process Manager

GEN 05: Customizing Workstation Settings

  • Where to find the option to customize workstation settings
  • What is included in each main file folder tab
  • The benefits of each setting
  • How these settings can affect day-to-day activities

GEN 10: Understanding Transaction Types

  • What are all the transaction types
  • What does each transaction type mean

Training Agenda

  • 1

    GEN 01: Navigating the System

    • GEN 01: Navigating the System - Training Video

    • GEN 01: Navigating the System - QUIZ

  • 2

    GEN 05: Customizing Workstation Settings

    • GEN 05: Customizing Workstation Settings - Training Video

    • GEN 05: Customizing Workstation Settings - QUIZ

  • 3

    GEN 10: Understanding Transaction Types

    • GEN 10: Understanding Transaction Types - Training Video

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Course Details:

Our MIP Fund Accounting Training provides a thorough introduction to the essential features and functionalities of MIP Fund Accounting, designed to enhance your familiarity and proficiency with the system. This training segment starts by introducing general information about the software, followed by detailed instructions on navigation and customization to align the software with your operational preferences.

Beginning with the basics, you'll learn how to effectively navigate the system, from accessing the software on your computer to exploring the Help and Support page, which is crucial for troubleshooting and enhancing user experience. The training emphasizes understanding the layout of the Navigator toolbar, showing where each main tab leads and how to customize your homepage and Process Manager to optimize workflow efficiency.

Moving on to customization, the course delves into adjusting workstation settings. You'll discover where to find customization options and the benefits of different settings housed within each main file folder tab. These adjustments are pivotal in tailoring the software to meet your daily operational needs, enhancing both functionality and ease of use.

Furthermore, a significant portion of the training is dedicated to understanding various transaction types within MIP Fund Accounting. This knowledge is vital for anyone involved in financial operations, as it ensures correct transaction processing and enhances the ability to track and report financial data accurately.

This segment of our MIP Fund Accounting Courses is indispensable for users looking to get the most out of their financial software, providing all necessary tools and information to navigate and customize the system effectively, thereby supporting robust financial management and reporting.