Budget ModuleFor 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 real-time 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 benefitsPaperless approval process with seamless transfer to Sage

MIP Fund Accounting

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

• Account restrictions• Assign personnel to each manager• Alternate approvers

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.

Application Login

Security database is independent of SageSecurity database is independent of Sage

Windows authentication is available

Windows authentication is available

Connect to multiple Sage Fund Accounting databases

Connect to multiple Sage Fund Accounting databases

System can retrieve forgotten password and deliver it to the

user’s email address

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

Define historical and new budget periods

Assign managers to their responsible group of

accounts

Assign managers to their responsible group of

accounts

Budget Worksheets

Enter detail information about a specific expense or revenue

Enter detail information about a specific expense or revenue

Easily enter your annual expenses and/or revenues for the new yearEasily enter your annual expenses and/or revenues for the new year

Includes real-time data from Sage Fund Accounting database

Includes real-time data from Sage Fund Accounting database

Define unique monthly spread or accept the default

Define unique monthly spread or accept the default

Salary Worksheets

The Salary Worksheet is an optional form to help budget employee salaries and distribute them based on a combination of funding sources.

Allocate employee salaries to different funding sources

Allocate employee salaries to different funding sources

Provide current salary with % increase if applicable

Provide current salary with % increase if applicable

Assign benefit codesAssign benefit codes

Forecast the effect on your budget if you give increases across the board or to a range of employees

Forecast the effect on your budget if you give increases across the board or to a range of employees

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

Maintain global benefits. If a rate changes, the system will automatically recalculate the amount for all employees that are associated with the benefit

Maintain global benefits. If a rate changes, the system will automatically recalculate the amount for all employees that are associated with the benefit

• Refresh YTD actual and current budget• Add or delete a range of new GL accounts• Search and replace account numbers• Apply salary increases

• Refresh YTD actual and current budget• Add or delete a range of new GL accounts• Search and replace account numbers• Apply salary increases

Reports

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

format

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

Create pivot reports by consolidating and summarizing your worksheets

Transfer Options

Seamlessly transfer the budget worksheet to MIP as

un-posted budget transaction

Seamlessly transfer the budget worksheet to MIP as

un-posted budget transaction

Re-transfer the same worksheet using a different

budget version

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 sales@microix.net or you can contact us

directly using our toll free number: 1-866-MICROIX (642-7649)