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 13, 2021

8:30 – 10:00

General Ledger – New User

New User Handout

10:30 – 12:00

Accounts Payable – New User

Accounts Payable – Quick Reference Guide

12:30 – 4:00

Payroll – New User

New User Handout

Tax Rate Changes – 2021

Payroll – Quick Reference Guide

Tuesday, September 14, 2021

8:30 – 12:00

Utility Billing – New User

New User Handout

12:30 – 2:30

Accounts Receivable – New User

Accounts Receivable – Quick Reference Guide

Accounts Receivable and Advanced Tips

Thursday, September 16, 2021

10:00 – 11:00

Reporting – Financial Modules

GL Reporting Handout

Managing Employee Records

New Employee Handout

Terminating an Employee and Status Changes

Managing Delinquents and Collections

Managing Delinquents and Collections Handout

Building Permits

-No handouts-

11:15 – 12:30


miViewPoint User Guide

Pay Codes

Pay Codes Handout

Creating Pay Codes Checklist

Reporting – Utility Billing Module

Utility Billing Presentation Slides

Community Portal

Community Portal Handout

1:45 – 3:00

Prepping for Your Audit

Items Needed for Audit

Balancing Accounts

Audit Book Sample

Security Setup

Tracking Setup

Advanced Accounts Payable and Workflow

Advanced Accounts Payable Handout

Reporting – Payroll Module

Reporting – Payroll Module Handout

Printing – Quick Reference Guide

Service Orders and Maintenance Orders

Service Orders and Maintenance Orders Presentation Slides

3:15 – 4:15


Budgeting Handout

Couple of Excel Tips

Cash Receipting

-No handouts-

Utility Billing Report Writer

Utility Billing Report Writer Presentation Slides

The American Rescue Plan: Best Practices and Challenges

American Rescue Plan Presentation Slides

Friday, September 17, 2021

8:30 – 9:30

Journal Entries

Enter Journal Amounts

Journal Approvals

Journal Templates




Mobile Application

Supervisor and Payroll Approvals

Customer Inquiry

Customer Inquiry Presentation Slides

Tax Certification



9:45 – 10:45


miExcel Accounts Payable – User Manual

miExcel General Ledger – User Manual

Install miExcel




Mobile Application

Supervisor and Payroll Approvals

Adjustments and Deposits

Adjustments and Deposits Handout

System Management

-No handouts-

11:00 – 12:00

Bank Reconciliation Tips and Tricks

Bank Rec Tips and Tricks

April 2021 Bank Statement

Cleared Checks

Voiding Stale Dated Checks


Transmittals Handout

Finals, New Customers, and Deposits

Deposit Accounting Flow


-No handouts-