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- On-site or on-line
- Training to fit YOUR schedule
Sage 100 Fund Accounting (formerly MIP) Basic Reporting
Do you know how to design and produce the reports you need? Do you utilize the many default reports in Sage 100 Fund Accounting to make your work easier? Learn the fundamentals of Sage 100 Fund Accounting with this Sage 100 Fund Accounting Training Agenda.
- Report Menu Structure
- Review information available in List, Transaction, Analysis, and Financial Statement Reports
- Customizing Reports
- Maintaining financial statement formats
- Modify the content and design of reports
- Filter reports for specific information
- Define date selections for reports
- Create columnar financial statements and incorporate subtotals
- Use Navigator to quickly access your favorite reports
Sage 100 Fund Accounting (formerly MIP) Advanced Financial Statement Reporting
This agenda builds on the skills learned in Basic Reporting while focusing on creating basic financial statements. This Sage 100 Fund Accounting Training agenda will train users how to take advantage of the quick financial statements and default financial statements features. Users will also learn how to create basic custom financial statements.
- Creating Custom Columns
- Data overrides
- Formula Editor
- Incorporating segment substitution into custom financial statements
- Creating/maintaining statement formats
- Creating charts
- Forecasting
- User-defined fields
Sage 100 Fund Accounting (formerly MIP) Intro to the Budget Module
This Sage 100 Fund Accounting Training agenda demonstrates the powerful tools available with the Sage 100 Fund Accounting Budget Module. Participants will learn about budget versions and budget controls. Users will learn how create Budget worksheets utilizing the budget wizard and run budget reports.
- Create multiple budget versions and assign a primary budget
- Establish appropriate budget controls
- Create and update budgets efficiently with the Budget Worksheet Wizard
- Using formulas in budget worksheets
- Cut and paste from budgets in Excel®
- Review budget performance and results
Sage 100 Fund Accounting Allocations training is also available with the agenda defined by the organization.
For more information, please contact:
Camille Livsey at The Technology Group
(860) 524-4450
clivsey@ttgct.com
Call us at 860.524.4400
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