INFINITE VISIONS®

FINANCIAL MANAGEMENT SOLUTIONS

Welcome to the world of Infinite Visions software, a fully integrated financial and

human resources management suite that helps hundreds of K-12 school districts

optimize school business operations. By providing valuable insight into your district’s

financial status, Infinite Visions’ financial solutions help you do much more than simply

streamline administrative processes. Our suite is designed to improve communication

between departments and functions, save time with automated, customizable work-

flow, and support informed, data-driven decision-making at all levels.

Transforming the way school districts manage school business.

One integrated system – powerful features – designed specifically for K-12 needs.

Since 1980, the school business management experts at WMG have provided con-

sulting, software, and services to K-12 districts. The exceptional success of WMG's

Infinite Visions software, now used by more than 450 districts nationwide, is a

result of the company's power to provide state-of-the-art school

business technology. Excellence in product development,

delivery, and support have given WMG the highest

customer retention rate in the industry.

ABOUT WINDSOR MANAGEMENT GROUP

8950 S. 52nd St., Suite 309Tempe, AZ 85284

ReportingIncrease accountability and improve decision-making at all levels throughunlimited reporting capabilities and data analysis with Infinite Visions.

Use any of the more than 400 standard-but-flexible, pre-designed reports, orcustomize any SmartGrid for save-able, reusable reports. You can also com-bine multiple SmartGrids to create any report you need using the optionalInfo-Link module. Review online, print, e-mail, or export your data to theiVisions Web Portal, or any report writer or data application (Crystal Reports,Microsoft Excel or Word, Notebook, HTML, or PDF). Customized report writersfor the General Ledger and Fixed Asset modules help track variables such asdepreciating sums, and coding tailored to K-12 needs helps you meet regulatory obligations:

∞ Federal reporting (941 Summary, 1099s, and W-2s)∞ State-specific reporting (state income tax, retirement, unemployment,

and worker compensation reporting)

Standard Finance reports include:∞ Expenses and Revenues Reporting∞ Journal Entry Report Writer∞ Check and Deposit Listings∞ Cashflow Reports∞ Grants Management Reporting∞ GL and Budget Report Writer∞ Trial Balance Report Writer∞ Account Level Financial Statements∞ Fund Balance Report Writer∞ Budget Control Group Reporting

Crystal Reports InterfaceThe Crystal Reports interface allows you to define reports using the Crystal

run-time reports engine, then generate them directly in Infinite Visions. Inaddition, Infinite Visions is ODBC compliant and supports any ODBC com-

pliant report writer.

State Requirements ReportingTrust the experts at Windsor Management Group to help you accu-

rately complete your state reporting. Our unparalleled track recordfor meeting the challenges of ever-changing state reporting

gives us—and you—100% compliance with those requisites.Infinite Visions ensures you’re covered for all mandatory elec-

tronic and hard-copy reporting, including retirement aswell as other payroll and personnel requirements, fiscal

budget and expenditures.

Info-Link Report Writing ToolCreate any type of report you need—even

across modules—using the optional point-and-click Info-Link tool. Define and generate

your own grids containing the data fieldsyou specify, then use the Infinite Visions

reporting tool or export the datainto a third-party report writer

such as Crystal Reports. And integration with Microsoft Office means youcan output your reports to the format (PDF, Excel, Word, etc.) that best suitsyour needs.

iVISIONS EMPLOYEE SELF-SERVICE AND ONLINE WORKFLOW

Employee Self-ServicesThe iVisions employee self-service center helps everyone in your districtwork and communicate more efficiently. With 24/7 anytime, anywhereaccess, employees can view their personal data such as vacation and sick-leave balances, payroll history, and insurance and benefit plan details. Self-service tools allow them to request time-off, change benefit or tax withhold-ing status, and manage their personal data, leaving your district's HR stafffree to focus on more strategic activities. iVisions also provides employeesaccess to district-published information, such as event announcements, ben-efit deadlines and professional development options.

Online PurchasingiVisions’ anytime, anywhere access for all employees makes online purchas-ing as easy as 1-2-3. Teachers and purchasers can create warehouse or pur-chase requisitions online and the system will automatically route these forapproval based on customizable workflows that fit your district’s purchasingprotocols. With district-defined security levels, approvers can be givenauthority to edit, delete, approve and drill-in on requisition detail. And datais automatically updated in the Infinite Visions database as requisitions areapproved.

Manager WorkflowCustomizable features designed for principals and/or managers bring any-time, anywhere convenience to the school office workflow:∞ Detailed or graphical data reports, automatically updated for a continually

current picture of such items as the school's budget status, employee leave time usage, or purchasing history.

∞ Automated workflow that delivers leave requests and purchase/ware-house requisitions, facilitating their approval and routing them to their next destination.

∞ Business resources announcements such as budget or report deadlines.∞ Staff contact information and other important school-relevant lists

provided by the district.

District Communication ToolsThe power of the Infinite Visions suite begins and ends at the district office,with tools that help provide information and control its access:∞ Publish dynamic reports from the Infinite Visions database to authorized

business officials or school sites, including custom queries which are automatically updated as data changes.

∞ Easily communicate events, deadlines, and other important announcements specific to particular schools or across the district.

∞ Efficiently survey employees and instantaneously publish the results online to authorized users.

Copyright 2006 Windsor Management Group. Infinite Visions is a registered trademark ofWindsor Management Group and iVisions is a trademark of Windsor Management Group.Other product names mentioned are used for identification purposes only and may betrademarks of their respective companies.

eSchoolMall electronic purchasing interface. Or fill a shopping cart with edu-cational supplies via the School Specialty purchasing interface. Integrationwith these two leading K-12 vendors provides two-directional data exchangefor automatic item population of purchase requisitions.The Infinite Visionsautomated workflow prompts approvals, inventory updates, and budgetaccount settlement, while integration with the General Ledger, Fixed Assets,and Warehouse modules gives you a full view or partial view of assets andencumbrances.With Infinite Visions Purchasing and Procurement, you:

∞ Control procurement costs and ensure proper budget management by defining who approves purchases or overrides.

∞ Enjoy the ease of online records management by scanning and attachingdocuments to vendor, purchase order, and invoice records.

∞ Maintain flexibility for such tasks as revising and reviewing purchase orders online, splitting account codes, or reporting sales tax information specific to your state’s requirements.

Accounts PayableInput requisitions with instant budget checking, account-code splitting, andsingle-click approval that auto-matically generates purchase orders.

The AP module automaticallycalculates price, tax, and freightusing vendor and account codesquickly entered through drop-down lists. The system encum-bers the total amount, returningunused allocated amounts toappropriate budget balances.You can sort, filter, and find sin-gle or grouped record histories(with or without partial pay-ments), and cluster invoices forcheck printing. And full integration with all relevant Infinite Visions mod-ules reduces data entry while updating the General Ledger, Warehouse, andother information sets. The easy-to-use, password protected, intuitiveSmartGrid interface allows tiered access and easy movement from one taskto another, with a variety of flexible options that give you control over whatis paid and when:

∞ Assign approval authority to individuals along with the dollar limits theycan approve.

∞ Specify spending limits by vendor to trigger automated e-mail alert messages.

∞ Allow vendors to access and update their profiles through the iVisions Web Portal, and optionally allow them to view invoice status.

∞ Identify requisitions by project and later report on them to track special projects.

∞ Automatically create use tax payment invoices based on your state’s requirements.

∞ Generate, print, and file 1099s.∞ Batch process or print single checks and schedule payments to suit your

revenue flow.

Accounts Receivable and eCommerceManage fees and keep your receivables up to date with itemized, printableinvoices and automatic posting to the General Ledger. Offer easy, self-serviceonline payment for parents and students to automate payment processing ofany number of fee types, including lunch programs, tuition, field trips, and student activities.

The Receivables Control Panel provides an easy-to-use overview of allinvoices and their current status, and allows you to select and track invoices

by name, apply credits, print and save print settings, and create recurringinvoices that can be generated without re-entering information. Unlimiteduser-defined billing types and fees help you accurately and efficiently collect for a wide range of goods and services; you can even automaticallycreate invoices for late charges by specifying a due date.

Using Infinite Visions’ highly secure eCommerce module, allow parents andstudents to pay for school or district programs online via electronic check,credit card and PayPal. An intuitive wizard interface makes creating onlinepayment forms fast and simple. With the Accounts Receivable module:

∞ Support an unlimited number of items or services eligible for online payments.

∞ Payments are tied to income accounts so your Infinite Visions data is automatically updated.

∞ Districts and schools can chose to link payment pages to the district web site or send e-mail notices.

∞ Features such as full reporting capabilities, customization options,search functionality and detailed transaction archives make the program

powerful.

Fixed AssetsGet the most out of your capital-ized and non-capitalized fixedassets with comprehensive monitoring and reporting fromacquisition to removal from thedatabase.

Stay organized with warrantyinformation, powerful inquiryand reporting, and straight-linedepreciation schedules auto-matically calculated and main-tained in compliance with

GASB 34 requirements. Integration with the General Ledger and AccountsPayable modules means purchased items that meet your specified criteriaare automatically entered for tracking. The module also helps ongoing rec-onciliation with purchasing records, illustrating variances on exceptionreports.

∞ Interfaces to barcode and Pocket PC scanners for faster inventory processes.∞ Supports electronic pictures of assets.

WarehouseKeep your faculty and staff prepared, and one or many warehouses fullystocked, with the Warehouse module and online requisitioning through theiVisions Web Portal.

Designed to be as paperless as possible, the Warehouse module providesautomated inventory updates when items are purchased, received, issued,transferred, and returned. You define multiple requisition approval levelsalong with account masks, dollar thresholds, and approval workflowsequence, then review and edit requisition status with one click. You canforecast replenishment requirements based on user-defined reorder points,safety stock levels, minimum and maximum order quantities, and lead time.Integration with Accounts Payable and General Ledger further facilitatesrestocking with one-time entry of information and one-click charge-backs.

∞ Allow teachers and purchasers to enter warehouse requisitions on-the-go via the optional iVisions web portal. Automated workflow routes requisitions through approvals via iVisions and data updates are automatically made to the Infinite Visions database.

∞ Interface capability with leading bar code scanning systems such as BMIand UTS helps track inventory.

FINANCIAL OVERVIEWCreated by experienced K-12 school business officials, the Infinite Visions Financial

Management suite is well known as both an easy to use and functionally comprehensiveschool business solution. Due to their understanding of the unique accounting requirements of

school districts, our K-12 experts have made sure this dynamic solution is also scaleable, cost-effective, and multi-level secure via Microsoft SQL Server technology. Customizable, automated

workflow keeps accounting processes moving efficiently—with less paperwork for you. MicrosoftOffice integration means enhanced and simplified tasks, such as one-click report exporting toExcel, Word, PDF, and e-mail. And integration with additional best-of-breed partner technologyhelps complete your district’s financial management picture with such features as online applicanttracking and electronic purchasing: all behind an easy, intuitive SmartGrid interface.

General LedgerEasily manage and report your district’s financial data with this multi-fund, modified accrual accountingsystem.

The sophisticated structure of Infinite Visions lets you track and reconcile multiple bank accounts,print checks, and post transactions without repeated data entry. Define your chart of accounts usingup to 12 elements and 100 character account strings—as well as those required by your state—tothoroughly match your district’s needs. Full integration with all the suite’s modules allows direct, auto-matic data entry from Accounts Payable and Payroll, for example, with easy adjustment through jour-nal entries. Use hundreds of pre-defined reports, including financial statements, cash flow statements,and fund balances. And utilize powerful drill-in and search capabilities to easily systematize complex

amounts of data:

∞ Maintain unlimited budgets and budget scenarios.∞ Utilize general journal entries with ability to reverse, copy, and export/import data to MS Excel.

∞ Track costs by program, project, activity, and task across departments and fund lines.∞ View or print transactions and status of accounts through filters such as entry date,

number or account code.∞ Support multiple check formats—MICR printing, electronic signatures, voucher cover

sheet.

BudgetingTake control of your district’s budget by defining your own method of entering, view-

ing, and reporting funds. Flexible budgeting tools allow you to create as manybudget scenarios as you want, using formulas, actual GL transactions, or a num-

ber of other methods.

Setup workflow so users only access or control the budgets they areauthorized to. Maximize efficiency by building the bulk of your new-year

budgets from actual payroll, position control records and benefit projectionswithout the re-keying of any data.

The budgeting module makes it easy to:

∞ Roll up accounts or zero-out budget and FTE amounts.∞ Track pre-encumbrances for vacant positions, supplemental pays, and benefits, and

control the position information you include in your budget.∞ Import figures from a Microsoft Excel spreadsheet, or send selected figures back to

Excel for reporting.∞ Combine last year’s budget with your current budget, viewing all figures on-screen: last

year, current year, adopted, and working budgets.∞ Display and compare multiple budget scenarios with percent and dollar differences with

input and edit capability.∞ Transmit adopted budget to state entity—electronically or by paper.∞ Easily perform “What-If Analysis” to support informed decision-making.

Purchasing and ProcurementEasily manage your payables with customizable workflows that automate requisitions,

POs, receiving statements, invoice payments, vendors, and 1099s.

Through the iVisions Web Portal, teachers and other purchasers at your district canchoose from a district-defined online vendor catalog using the integrated

www.InfiniteVisions.com

1-888-654-3293

Infinite Visions® Financial Management Solutions

FINANCE MODULES∞ General Ledger

∞ Budgeting

∞ Purchasing and Procurement

∞ Accounts Payable

∞ Accounts Receivable

∞ Fixed Assets

∞ Warehouse

REPORTING∞ State Reporting Requirements

∞ Report Writer

SECURITY

iVISIONS WEB PORTAL