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 9, 2024


8:30 – 10:00

General Ledger – New User

New User Handout


10:30 – 12:00

Accounts Payable – New User

Accounts Payable – Quick Reference Guide

Invoice Process


12:30 – 4:00

Payroll – New User

New Employee Setup 

Payroll Process Handout

If an employee completes a new W-4


Tuesday, September 10, 2024


8:30 – 12:00

Utility Billing – New User

New User Handout


12:30 – 2:30

Accounts Receivable – New User

Accounts Receivable – New User

Accounts Receivable Basics


Thursday, September 12, 2024


10:00 – 11:00

Bank Reconciliation

April 2024 Bank Statement

Bank Reconciliation Handout

Voiding Stale Dated Checks

Managing Employee Records

Employee and Pay Code Allocations

How to Filter for Active Employees

New Employee

Terminating an Employee and Status Changes

If an employee completes a new W-4

Pay Codes and Calculations

Calculations and Leave Rates

Employee and Pay Code Allocations

Pay Codes

Meter Management

Meter Management Handout

Cash Receipting

Cash Receipting Setup


11:15 – 12:30

New miViewPoint Features

Accounts Receivable Manual

Cash Receipting in miViewPoint Setup Manual

Cash Receipting in miViewPoint User Manual

Folder Document Viewer and Auto Import

Advanced AP Workflow Capabilities

miExcel/Civic Connect

Accounts Payable User Guide

General Ledger User Guide

Class Topics

Troubleshooting miPay/Open Enrollment

miPay Administration

miPay Employee

miPay Mobile App

miPay Supervisor and Payroll Approvals

miPay General Troubleshooting

Open Enrollment

Managing Customers I

Managing Customers I and II Handout

System Management

Connect Security

Security Setup

Tracking Setup


1:45 – 3:00

Prepping for Audit I

Audit Book Sample

Balancing Accounts

 Items Needed for Audit

Security Setup

Tracking Setup

Payroll Reporting

Payroll Reporting

Printing – Quick Reference

Managing Customers II

Managing Customers I and II Handout

Reporting (all modules)

Reporting (all modules) Handout

Building Permits/Citizen Portal

Payment Troubleshooting

Payment Configuration

Scheduled Utility Payments


3:15 – 4:15

Prepping for Audit II

Audit Book Sample

Balancing Accounts

 Items Needed for Audit

Security Setup

Tracking Setup

Journal Entries

Journal Entries Handout

miExcel General Ledger User Manual

miExcel Payroll

Payroll Template

miExcel Payroll Handout

Service Orders

Service Orders Handout

Citizen Portal Generic Module

Payment Troubleshooting

Payment Configuration

Scheduled Utility Payments


Friday, September 13, 2024


8:30 – 9:30

Troubleshooting  miViewPoint

miViewPoint User Guide

Troubleshooting Budget Workflow Issues

Troubleshooting miViewPoint

User Setup

Payroll General Troubleshooting

Payroll General Troubleshooting

NSF Checks/Payments Adjustment Options

NSF Check and Payment Adjustment Options

Report Writer (all modules)

Utility Billing Reporting Handout

Tips and Tricks (all modules)

Tips and Tricks (all modules) Handout


9:45 – 10:45

miExcel/Civic Connect **REPEAT SESSION**

Accounts Payable User Guide

General Ledger User Guide

Class Topics

Pay Codes and Calculations **REPEAT SESSION**

Calculations and Leave Rates

Employee and Pay Code Allocations

Pay Codes

Managing Employee Records **REPEAT SESSION**

Employee and Pay Code Allocations

How to Filter for Active Employees

New Employee

Terminating an Employee and Status Changes

If an employee completes a new W-4

Tax Certification

FAQ 2024

Tax Certification Manual

Citizen Portal

Building Permits Community Portal

Utility Portal – Landlords

Utility Schedule Payments


11:00 – 12:00

Budgeting

miViewPoint Budgeting Workflow Handout

Budgeting Handout

Couple of Excel Tips

Troubleshooting miTime

miPay Administration

miPay Employee

miPay Mobile App

miPay Supervisor and Payroll Approvals

Troubleshooting miTime

Utility Billing Reporting and Report Writer

Utility Billing Reporting and Report Writer

Excel

Excel Functions and Functionality to Manipulate Data Handout

Excel Functions and Functionality to Manipulate Data – Excel Spreadsheet