Essentials of iMIS Finance

iMIS Finance iMIS Cloud automatically maintains revenue, cash, and accounts receivable details as a byproduct of processing membership, subscription and certification fees, donations, event registrations, and product sales. With iMIS Cloud, creating general ledger transaction export files enable staff users to easily transfer important financial information from iMIS into your accounting software system. Customers are also able to view their open invoices directly from their account pages, allowing them to easily manage their finances with your organization.

This class will review all of the areas of iMIS that you might need to manage income and related financial details. It will use the most current version of iMIS Cloud which offers enhanced finance features that are entirely web based.

This session is instructor led and is demonstration based only. We’ll discuss some of the core ways that your organization can leverage iMIS Cloud to build a solid revenue base for your organization.

How you will benefit

You will be aware of financial management tools throughout iMIS Cloud:

  • Batch Management
  • Invoicing
  • Payment Processing and Automatic Payments
  • Adjustments
  • General Ledger Export
  • Financial Reporting

This class is ideally suited for Finance and Accounting staff and leadership. Long time iMIS users who have used the AR/Cash module in the desktop will benefit from learning how iMIS Cloud can replace your experience when you upgrade.

This program is designed for users of iMIS Cloud 300—(Enterprise).

Earn credit toward these iMIS Certifications

Course Dates

Pricing Matrix

  Early Reg.* Regular Reg.
Global iMIS Learning Subscription
includes this class**
US $130 $145
Canada $130 + tax $145 + tax
Asia-Pacific $130 + tax $145 + tax
Europe £75 + tax £85 + tax
Vouchers 0.5 voucher  0.5 voucher 
*The early registration period ends 2 weeks before the start of the session.
** An active iMIS Learning Subscription covers the cost of registration for any member of your team.