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For Sage MIP Fund Accounting

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1 For Sage MIP Fund Accounting
Requisition Module For Sage MIP Fund Accounting

2 Overview The Microix Requisition Module was designed to eliminate the cumbersome process of a manual requisition process by providing an easy-to-use, cost effective and practical solution for employees to create requests and submit them for approval. Microix Requisition accommodates a variety of transaction types: Requisition Processing Purchase Order Processing Employee Reimbursements Payment Processing Invoices Check request ITA/Vouchers

3 Sage Requirements Fund Accounting 10.0 or higher
Accounts Payable Module Encumbrance Module (Recommended but not required) it is based on the type of deployment) No additional Sage licenses are required Hosted or On-Site

4 Other Requirements Client Server Web Access
Windows XP, Vista, 7 (32 or 64bit) Server SQL Server 2005/08 Express or Full Windows Server 2003/08 Web Access Terminal/Citrix Server

5 Workflow Microix Workflow Engine help manage and monitor your business processes. It allows the flow of work between individuals and/or departments to be defined and tracked. Administrators can create an unlimited number of workflows and uniquely configure them to meet the needs of the organization. Group employees based on departments, locations or categories Define a multi-level approval process Route documents based on value, categories or sequentially Enforce other business rules Limit vendor list Budget warning Account restrictions Alternate approvers

6 Application Login Connect to multiple Sage Fund Accounting databases
Security database is independent of Sage Windows authentication is available System can retrieve forgotten password and deliver it to the user’s address

7 Dashboard Easy access via ribbon menus Post global messages
Check the status of all your submitted documents Bar chart showing number of documents awaiting approval Chart showing top vendors and items purchased

8 Data Entry Document numbers are pre-assigned
COA, distribution codes and vendor list are retrieved from Sage database Allocate to multiple funding source Validate available funds from Sage General Ledger Add user defined fields to your document Attach documents (PDF, Word , Excel and scanned images) and transfer them to Sage Send approved document directly to vendor via Document audit trail Copy or create templates

9 Approval Process System automatically triggers an to notify the approver Approvers have access to a summary list and can open each document to view the details Budget warning message if funds are not available Review other approver changes Make corrections to the document or re-route to the employee for corrections Send messages View attachments Add internal comments for other approvers to view Assign substitutes when taking planned leave of absence

10 Payments View payments information directly from Microix
View all open encumbrances by vendor or user name

11 Budget Summary Approver can view their entire budget in real-time. Additionally, Microix will display the total value of all in-process documents Available budgets are based on the organization or funding source fiscal year. You can have the system check the available funds based on an annual budget or YTD

12 Forms Designer Add company logo, electronic signature, barcodes or redesign our default forms

13 Reports Design report layouts with multiple groups and filter options. Reports can be exported to excel or PDF format

14 Seamlessly transfer documents to MIP as un-posted encumbrances
Transfer Options Seamlessly transfer documents to MIP as un-posted AP Invoices. You can also restrict transfer if documents are not received Seamlessly transfer documents to MIP as un-posted encumbrances

15 Thank you for your time and interest in our products
Thank you for your time and interest in our products. If you would like to see a live web demo, send us an at or you can contact us directly using our toll free number: MICROIX ( )

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