Budget Module

1. Budget Module For Sage MIP Fund Accounting

2. 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

3. 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

4. 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 benefits Paperless approval process with seamless transfer to Sage MIP Fund Accounting

5. 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. 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

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

7. 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. Distribute Worksheets Define historical and new budget periods Assign managers to their responsible group of accounts

8. Includes real-time data from Sage Fund Accounting database Budget Worksheets 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

9. 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 Salary Worksheets Provide current salary with % increase if applicable Allocate employee salaries to different funding sources Assign benefit codes

10. 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 Approval Process

11. 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 Global Changes

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

13. Create pivot reports by consolidating and summarizing your worksheets Consolidated Worksheets

14. Seamlessly transfer the budget worksheet to MIP as un-posted budget transaction Transfer Options Re-transfer the same worksheet using a different budget version

15. 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)