Category: "Training"

How to Add a New MIP User Account
April 26, 2021
How to Add a New MIP User Account

Recently hired a new member to your nonprofit finance team and need to set up a new user account in your MIP Fund Accounting system? The process of adding a new MIP user account consists of 2 steps: 1. Create the user account and select the database(s) that the account will have access to: Go…

Sage Intacct User Management – Creating and Deleting User Accounts
April 21, 2021
Sage Intacct User Management – Creating and Deleting User Accounts

Do you like receiving surprise invoices? Of course not! Who does? At JMT, we want to spare our clients the annoyance and anxiety of receiving unexpected invoices. The main culprit for them? User modifications. Like any workplace, nonprofit organizations experience occasional employee turnover. When staff turnover does occur, however, it is imperative that JMT is looped in…

Who’s Who: How JMT Clients Can Get The Help They Need
March 18, 2021
Who’s Who: How JMT Clients Can Get The Help They Need

It is the goal of every department at JMT to deliver an extraordinary client experience. While clients in active implementation are in regular contact with their project manager and consultant team, our long-term clients have ongoing requests for JMT that go beyond software tech support — this post will help you determine who to go…

A Practical Guide to the FASB ASU 2016-14 for Nonprofits
February 23, 2017
A Practical Guide to the FASB ASU 2016-14 for Nonprofits

Last August, the Financial Accounting Standards Board (FASB) announced some major changes to accounting rules titled, “Presentation of Financial Statements of Not-for-Profit Entities.” By implementing these changes, the FASB hopes to bring increased visibility into nonprofit financial statements, what goes into the statements, and how the statements are presented. While this shouldn’t be a surprise…

Is Professional Development a Luxury your Organization Can’t Afford?
February 3, 2015
Is Professional Development a Luxury your Organization Can’t Afford?

  A pattern we have recognized over the years with organizations is that they treat most forms of professional development for staff as a luxury.  After all, in most cases it gets booked as overhead and overhead is bad, right? As it relates to your back office business systems, this often leads to one or…

Are Your Systems & Processes Optimized for Grant Compliance Reporting?
January 21, 2015
Are Your Systems & Processes Optimized for Grant Compliance Reporting?

In the absence of the right tools and processes, gathering, organizing, validating and presenting the information becomes a labor-intensive, manual exercise that must be repeated at each reporting interval.  Multiply this by the number of funding sources requiring reporting and it can overcome an organization’s finance team. When this goes wrong, there is not only…

Follow the Yellow Brick Road to Financial Confidence
December 17, 2014
Follow the Yellow Brick Road to Financial Confidence

We all know the story of the “Wizard of Oz” and Dorothy’s journey to follow the yellow brick road in order to reach Emerald City. She chose the path of the unknown and despite all obstacles, the path took her where she needed to be.   Like Dorothy’s journey, it is frightening to many nonprofits…

Why It Might Be a Good Idea to Revisit Training for Your Nonprofit
February 2, 2011
Why It Might Be a Good Idea to Revisit Training for Your Nonprofit

If the last time you and your team took advantage of training for your nonprofit accounting system, you may want to think about budgeting and scheduling some follow up training.  If you’ve experience staff turnover or changes in responsibilities, a refresher course would be beneficial.  If several years have gone by, updates in the solution…

Why It Might Be a Good Idea to Revisit Training for Your Nonprofit
January 18, 2011
Why It Might Be a Good Idea to Revisit Training for Your Nonprofit

If the last time you and your team took advantage of training for your nonprofit accounting system, you may want to think about budgeting and scheduling some follow up training.  If you’ve experience staff turnover or changes in responsibilities, a refresher course would be beneficial.  If several years have gone by, updates in the solution…

Getting the Most Value From Your Sage MIP Fund Accounting System Through EVPs
November 10, 2010
Getting the Most Value From Your Sage MIP Fund Accounting System Through EVPs

Maybe you are new to your Sage MIP Fund Accounting system and you’d like a little extra help becoming proficient.  Or maybe you implemented Sage MIP Fund Accounting a few years ago, but there’s been turnover among the staff members using the system.  Is there a cost effective way to keep up to speed on…

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