Documents
Below are the documents for each session. Please note that not all sessions have handouts. Click on the link under the appropriate session and you will be able to save it locally, if you choose.
Check back periodically as handouts will be uploaded prior to the session begins.
Monday, September 8, 2025
8:30 – 10:00
General Ledger – New User
10:30 – 12:00
Accounts Payable – New User
Accounts Payable Advanced Routines
Adding Check Number to Check Form for miViewPoint
Accounts Payable – Quick Reference Guide
Cellphone Invoice Allocation (Excel)
Vendor Direct Deposit Authorization Letter
Layout for AP Invoice Imports (Excel)
miExcel Examples – Import Invoices (Excel)
miExcel Accounts Payable User Manual
12:30 – 4:00
Payroll – New User
If an employee completes a new W-4
Tuesday, September 9, 2025
8:30 – 12:00
Utility Billing – New User
12:30 – 2:30
Accounts Receivable – New User
Accounts Receivable – New User
Accounts Receivable Quick Reference Guide
Accounts Receivable Calculate Penalty
Accounts Receivable Transfer to Tax Roll
Thursday, September 11, 2025
10:15 – 11:15
Bank Reconciliation
Pay Codes and Calculations
Employee and Pay Code Allocations
Managing Customers I
Reporting – All Modules
Reporting – All Modules Handout
Cash Receipting
Cash Receipting in miViewPoint User Manual
Cash Receipting Quick Reference Guide
11:30 – 12:30
miViewPoint Basics
Payroll Reporting
Managing Employee Records
New Employee and Pay Code Allocations
How to Filter for Active Employees
Terminating an Employee and Status Change
Managing Customers II
Please check back
Citizen Portal – Accounts Receivable
Citizen Portal – Accounts Receivable Handout
1:45 – 3:00
Cash Allocations
Payroll General Troubleshooting
Payroll General Troubleshooting Handout
NSF Checks and Payment Adjustments
NSF Checks and Payment Adjustments
Tips and Tricks
Reporting (all modules) Handout
Report Writer – All Modules
3:15 – 4:15
miViewPoint Accounts Receivable and Cash Receipting
miViewPoint Accounts Receivable Manual
miViewPoint Cash Receipting Manual
miViewPoint Troubleshooting Guide
miExcel/Civic Connect
miExcel General Ledger User Guide
miExcel Accounts Payable User Guide
Leave Time
Service Orders
Citizen Portal – Building Permits
Portal Scheduled Utility Payments
Friday, September 12, 2025
8:30 – 9:30
Budgeting
Troubleshooting miPay / Open Enrollment
Citizen Portal – Utility Payments
Meter Management
Forms – All Modules
9:45 – 10:45
Year End Accounts Payable and General Ledger
Accounts Payable Calendar Year-End Checklist
Accounts Payable Fiscal Year-End Checklist
General Ledger Year-End Procedure Guide
Toubleshooting miTime
Troubleshooting miTime Handout
miExcel Payroll
miExcel Payroll Template (Excel)
Utility Billing Reports and Report Writer
Utility Billing Reports and Report Writer Handout
Citizen Portal – Interactive Web Forms
Please check back
11:00 – 12:00
Journal Entries
miExcel General Ledger User Guide
miViewPoint Accounts Payable
miViewPoint AP and PO Workflow User Guide
Year End Payroll
Tax Certification