Microix Requisition Module for Abila MIP

1. Live Webinar:
Webinar Audio:
You can dial the telephone numbers locat headphones ed on your webinar
panel.
Or listen in using your headphones or computer speakers.
Welcome!
Live Webinar:
Microix Requisition Module for
Abila MIP Fund Accounting
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
We will begin shortly.

2. Today’s Presenters
Jane Houle
Nonprofit Solutions
Consulting Manager
Net@Work
Cherry Carlock
Director of Business Development
Microix, Inc.

3. • Presentation is roughly 50 minutes
• All phone lines are muted to reduce background noise
• We will have about 10 minutes for questions after the
presentation. Please type your questions in the box
located at the bottom of your webinar panel.
Webinar Details

4. 180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web Development
& e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company
Net@Work Overview

5. • Microix, Inc., (pronounced "mike roy") is a trusted third party authorized software
development partner for MIP™ Fund Accounting.
• We have been exclusively integrating with MIP since 2001.
• We provide add-on modules that are capable of extending your current
functionality and investments in MIP.
• Our products are designed, engineered and built using industry standard tools for
Microsoft such as SQL Server, ASP.NET, VB.NET and WCF/Web Services.
• Microix Workflow Modules (WFM) consist of four easy to use, feature rich
modules including Requisition, Inventory, Budget and Timesheet.
About Microix

6. Exclusive relationship with Abila MIP Fund Accounting
Software Our modules are designed to seamlessly
integrate with MIP.
Authorized Partners
Net@ Work is a Microix authorized partner that offers
MIP Software and Microix solutions to their not-for-
profit and government clients. Net@Work provides
training and installation for our products as well as
many other services including:-Software Training
(Individual or Group) , User Group Meetings, Seminars,
Technical Support , Abila Software Training and
Implementation
• Workforce Boards
• Anti Defamation League
• Housing Authority
• Community Service &
Community Action
Agencies
• Community Heath
Center
• United Way
• Boys and Girls Club
• Goodwill
• Schools & Higher Ed
• Indian Housing
• Indian Tribal Community
• County Commission
• County Library
• Health/Research Institute
• YMCA / YWCA
• Children Services
• Senior Service
• Visitors & Convention
Bureau
• Museums
• Parishes

7. • Transform your purchasing process by implementing one of the
most advanced requisition modules available to non-profit
organizations.
• With our multilevel approval process, Microix routes documents to
multiple approval levels and can be based on dollar value and/or
categories
• Approval process is made easy via a PC or Mobile device.
• Employees can allocate purchases to different funding sources and
check the budget to ensure funds are available.
• Our dynamic workflows enforce policies and enables you to set
spending limits on vendors and employees.
• Electronic documents such as quotes, contracts or packing slips can
be manually attached to a document or sent to a general mailbox
where Microix will automatically attach them to your existing
documents.
• Seamlessly transfer your purchase orders to Abila as encumbrances
or have it automatically produce the A/P invoice.
MIP
Vendors
MIP
Chart of
Accounts
MIP
Distribution
Codes
MP
Budget
Tightly integrated with:
The Requisition Module

8. • Multi level approval process with email notification
• Route documents based on dollar value, categories or segments
• Enforce other business rules
• Limit vendor list
• Budget warning
• Account restrictions
• Group employees based on departments, locations or categories
• Incorporate alternate approvers
• Build customizable workflows with business rules/polices setup around
the segment values in MIP!
Microix Workflow Engine helps to manage and monitor your business processes.
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.
Workflows

9. Start
Staff creates
a request
The Accounting
System
Accounts
Payable Module
(ready to
review/post and
print check
Ex. Check request, expense reimbursement, invoices not requiring a purchase order
Multi-Level Approval
process with NO
dollar value or
Category routing
rules
Transfers as an
Unposted A/P
(Seamlessly Links
To MIP FA)
Manager
(Approver)
CFO
(Approver)
Accounting/
Finance
(FINAL Approver)
Simple Payment Processing Workflow Process

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

11. Live Demonstration

12. Mobile devices are integral in today’s modern work life. The HTML Approval provides
managers an efficient method of staying on top of approval requests. It enable certain level
approvers to conveniently approve directly from their email using their smartphone, tablet
or personal computer. The HTML Approval feature facilitates the manager’s ability to
review and take approval actions without having to log into the software
The System Alerts feature monitors the approval process to ensure management approvals
occur within a specified time parameters that are set by the administrator. If an approver
does not approve a document in the specified time frame, the system will send daily
reminders to the appropriate approver and also email a copy to upper management.
System Alerts help enforce organizational policies and makes the approval process more
efficient. Other alerts related to Timesheet and Inventory stock level is available
Today’s workforce is fundamentally different and no longer limited to the office. We offer
a web application which enables customers to extend functionalities to remote users by
enabling them to create and/or approve documents via a web browser on a table or pc.
The Cloud Companion Web Application are convenient and affordable . Please note: The web
version is not as full featured as a windows application and therefore some functions cannot be duplicated with the web
based application. Currently NOT available for the Budget Module and Inventory related document.
Web Packs Available
Optional Add-on

13. No additional charge however, this feature is not supported by all banks. Some banks may charge monthly fees for Microix to access the data.
Retrieve your credit card statement for review. Microix can automatically create the invoice, submit for approval and transfer to
accounting for approval. NOTE: Microix currently only supports OFX or CSV file format for Credit Card Statements.
Microix utilizes OFX to receive data from financial institutions: We do not save the user ID and password so this will have to be entered
each time they need to download the CC statements.
What is OFX?
• Open Financial Exchange (OFX) is a unified specification that financial institutions can adopt for the exchange of financial data over
the internet.
• Created jointly by Intuit, Microsoft and Check Free in early 1997, OFX streamlines the work financial institutions need to do to
connect to multiple customer interfaces, processors and systems integrators.
• OFX is the language that Quicken and QuickBooks speak to other software applications when they request and receive financial
information. When a customer downloads their account data, this data request is encoded in OFX and transparently transmitted
over the internet to an OFX Web server.
• The server accesses the customer’s account data and returns it to Quicken or QuickBooks in OFX format.
Credit Card Statement Processing

14. No additional charge however, this feature is not supported by all banks. Some banks may charge monthly fees for Microix to
access the data.
Microix will automatically create the invoice, submit for approval and
can transfer to MIP as an AP transaction or cash disbursement
Retrieve your credit card statement for
review
Credit Card Statement Processing

15. No additional charge however, this feature is not supported by all banks. Some banks may charge monthly fees for Microix to access the data.
Retrieve your credit card statement for review. Microix can automatically create the invoice, submit for approval and transfer
to accounting for approval. NOTE: Microix currently only supports OFX or CSV file format for Credit Card Statements.
Current banks that utilizes OFX
Credit Card Statement Authorization
Credit Card Statement Processing

16. Please type in
your questions
Any Questions?

17. 800-719-3307
www.netatwork.com
netatwork.com/blog
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Connect with
Net@Work
Julie Archer | Net@Work
Customer Account Manager
Email: jarcher@netatwork.com
Phone: 417-520-3718
Danae Knapp | Net@Work
Nonprofit Solutions
Business Analyst / Consultant
Email: dknapp@netatwork.com
Phone: 417-520-3717
Mary Esslinger | Net@Work
Customer Account Manager
Email: messlinger@netatwork.com
Phone: 512-357-8544
Thank You for Attending!