It was a marathon end of the month for NFP Partners as we completed a basic and advanced training for Abila MIP Fund Accounting users. Luckily, technology cooperated and customers from across Colorado, Nebraska and Utah were introduced to features of MIP they had not used before. Others who tuned in were reminded of features they were taught back when they were a newbie but never used them. Those in the training heard me say several times, I was a “creature of habit.” My definition of a “creature of habit” is doing something a particular way, regardless of it’s efficiency. The goal of the training was to help participants rethink the habits that might be inefficient and how they could be done better.
Participants, hopefully, learned some new, resourceful ways. Some tidbits discussed included:
- Data Entry Defaults – What are they and how do you use them effectively?
- Recurring Entries – Do they really work well as a “to do” list?
- Accounts Payable – How do you recover from check printing errors?
- Budgets and Budget Versions – How can you create different budgets to report on while separating and/or combining them?
- Accounts Receivable Billing – What are some examples to best apply a default charge code?
- Basic Reports – What are account groups and how do they work?
- Financial Statement Formats – What if I don’t like the column options I have for the report body, how do I create a custom column?
- Fixed Assets – I have this module and it was implemented but was never set-up, how do I use it to manage my fixed assets?
- Data Import – How can I use an import to bring my month end journal entries that I maintain in an excel spreadsheet into MIP?
- Credit Cards – Can I really replicate QuickBooks credit card charges and reconciliation in MIP?
We enjoyed the two full days of training and look forward to offering sessions again that will help you rethink those old, bad habits.