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 11, 2023


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

Payroll – Quick Reference Guide

New Employee Setup 

Payroll Process Handout

If an employee completes a new W-4

 


Tuesday, September 12, 2023


8:30 – 12:00

Utility Billing – New User

New User Handout


12:30 – 2:30

Accounts Receivable – New User

Accounts Receivable – New User


Thursday, September 14, 2023


10:00 – 11:00

Advanced miViewPoint

Advanced miViewPoint Handout (Added 9/11/2003 at 9:08am)

Managing Employee Records

New Employee

Terminating an Employee and Status Changes

If an employee completes a new W-4

Managing Customer Records

-No handouts-

Community Portal

-No handouts-


11:15 – 12:30

miExcel

Install miExcel

miExcel Accounts Payable – User Manual

miExcel General Ledger – User Manual

miPay and Open Enrollment

miPay Admin

miPay Employee

miPay Mobile App

miPay Supervisor and Payroll Approvals

Open Enrollment

Utility Billing Reporting and Report Writer

-No handouts-

Laserfiche

-No handouts-


1:45 – 3:00

General Ledger Month End

Balancing Accounts

Bank Reconciliation Handout

Journal Entries

Reporting – Financial Modules

Voiding Stale Dated Checks

miTime

Troubleshooting miTime

miPay Admin

miPay Employee

miPay Mobile App

miPay Supervisor and Payroll Approvals

Meter Management

Meter Management Handout

OnTech

-No handouts-


3:15 – 4:15

Troubleshooting miViewPoint

-No handouts-

Pay Codes

Pay Codes Handout

Balancing Utility Billing to the General Ledger

Balancing Accounts

Balancing Utility Billing to the General Ledger Handout

Cash Clearing Flow

Building Permits and Code Enforcement

-No handouts-


Friday, September 15, 2023


8:30 – 9:30

Reporting – Financial Modules

General Ledger Reporting Handout

Payroll Reporting and Electronic Filing

Payroll Reporting Handout

Printing – Quick Reference

Managing Delinquents and Collections

Managing Delinquents and Shutoffs Handout

Tips and Tricks – All Modules

General Tips and Tricks


9:45 – 10:45

Journal Entries

Journal Entries Handout

miExcel General Ledger – User Manual

Leave Time

Leave Time Handout

Tax Certification

Tax Certification FAQ

Tax Certification Manual

Cash Receipting

Cash Receipting Quick Reference

NSF Check Procedures


11:00 – 12:00

Prepping for Audit

Balancing Accounts

Audit Book Sample

Items Needed for Audit

Preparing for Audit

Security Setup

Tracking Setup

Payroll General Troubleshooting

Payroll General Troubleshooting Handout

Service Orders and Maintenance Orders

Service Orders Handout

Community Portal

-No handouts-