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Requisition Module. For Sage MIP Fund Accounting.

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requisition module

Requisition Module

For Sage MIP Fund Accounting

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:

Overview

Requisition Processing

Purchase Order Processing

Employee Reimbursements

Payment Processing

Invoices

Check request

ITA/Vouchers

sage requirements

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

other requirements

Other Requirements

Client

Windows XP, Vista, 7 (32 or 64bit)

Server

SQL Server 2005/08 Express or Full

Windows Server 2003/08

Web Access

Terminal/Citrix Server

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.

Workflow

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

application login

Connect to multiple Sage Fund Accounting databases

Application Login

Security database is independent of Sage

Windows authentication is available

System can retrieve forgotten password and deliver it to the user’s email address

dashboard

Easy access via ribbon menus

Dashboard

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

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 email
  • Document audit trail
  • Copy or create templates

Data Entry

approval process

System automatically triggers an email 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 email messages
  • View attachments
  • Add internal comments for other approvers to view
  • Assign substitutes when taking planned leave of absence

Approval Process

payments

View payments information directly from Microix

Payments

View all open encumbrances by vendor or user name

budget summary

Approver can view their entire budget in real-time. Additionally, Microix will display the total value of all in-process documents

Budget Summary

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

reports

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

Reports

transfer options

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

Transfer Options

Seamlessly transfer documents to MIP as un-posted encumbrances

slide15

Thank you for your time and interest in our products. If you would like to see a live web demo, send us an email at sales@microix.net or you can contact us directly using our toll free number: 1-866-MICROIX (642-7649)