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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 - PowerPoint PPT Presentation
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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 [email protected] or you can contact us
directly using our toll free number: 1-866-MICROIX (642-7649)