Transcript Requisition Module

Budget Module
For Sage MIP Fund Accounting
Sage Requirements
 Fund Accounting 10.0 or higher
 Budget Module optional but required for
multiple budget versions
 No additional Sage licenses are required
 Hosted or on-site
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
Highlights
 Significantly reduces your overall budget process from
beginning to end
 It ensures you make the best decisions by providing realtime data from Sage Fund Accounting database
 Its’ collaboration functionalities help you share your
worksheets with other colleagues
 Design budgets for any segment of your chart of accounts,
e.g. departments, fund, grant, program, etc.
 Budget individual salaries and benefits
 Paperless approval process with seamless transfer to Sage
MIP Fund Accounting
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.
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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
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Account restrictions
Assign personnel to each manager
Alternate approvers
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 email address
Distribute
Worksheets
Create customized budget worksheets for each funding source, programs, or cost centers
and assign them to their responsible managers. Worksheets are pre-loaded with data from
your Sage Fund Accounting software based on current year’s actual and budget activities.
Define historical and new
budget periods
Assign managers to their
responsible group of
accounts
Budget Worksheets
Includes real-time data
from Sage Fund
Accounting database
Define unique monthly
spread or accept the
default
Enter detail information
about a specific expense or
revenue
Easily enter your annual expenses
and/or revenues for the new year
Salary Worksheets
The Salary Worksheet is an optional form to help budget employee salaries and
distribute them based on a combination of funding sources.
Forecast the effect on your budget if
you give increases across the board
or to a range of employees
Provide current
salary with %
increase if applicable
Allocate employee
salaries to different
funding sources
Assign benefit codes
Approval Process
 System automatically
triggers an email to notify
the approver
 Make corrections to the
worksheet 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
Global Changes
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Refresh YTD actual and current budget
Add or delete a range of new GL accounts
Search and replace account numbers
Apply salary increases
Maintain global benefits. If a rate
changes, the system will automatically
recalculate the amount for all
employees that are associated with the
benefit
Reports
Design report layouts with multiple
groups and filter options. Reports
can be exported to excel or PDF
format
Consolidated
Worksheets
Create pivot reports by consolidating and
summarizing your worksheets
Transfer Options
Seamlessly transfer the budget
worksheet to MIP as unposted budget transaction
Re-transfer the same
worksheet using a different
budget version
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 [email protected] or you can contact us
directly using our toll free number: 1-866-MICROIX
(642-7649)