Munis Version 10.3 Major Enhancements Sneak Peek Early Adopter - Financials

© Tyler Technologies Major Enhancements Munis Financials Munis Central Programs Munis toolbar ribbon System Administration

© Tyler Technologies Major Enhancements Accounts Payable Roles Budget Approval Workflow Bypass Check Printing Schedules Check Reconciliation Excel Output Contract Types and Subtypes eProcurement Data Mapping Equipment Cost Summary Extended Project Codes

© Tyler Technologies Major Enhancements Fixed Assets – Asset Disposal Restrictions – Asset Disposal Reversals Month End Processing Performance Based Budgeting Project Accounting Roles Project Ledger Mass Create Project Locations Purchase Orders Unused Numbers

© Tyler Technologies Major Enhancements Student Activity Purchase Orders Work Order Detail Quick Entry Work Order Labor Detail Copy Munis Central Programs – Search programs cap results at 1000 records Munis toolbar ribbon

© Tyler Technologies System Administration – Cubes – Credential Encryption – Data Integrity Assistant – Munis Self Service – Tyler Dashboard Available Web Parts – My Tyler Community – eLearning Resources Questions Resources

© Tyler Technologies Accounts Payable Roles You can control users’ access to segment codes for invoices that liquidate a purchase order Permissions are set to None, Blanket POs Only, Non-Blanket POs Only or All POs

© Tyler Technologies Budget Approval Workflow Bypass When this permission is selected, users will bypass workflow for all amendment types

© Tyler Technologies Check Printing Schedules When selected, Select Items to be Paid will pull in invoices that meet discount date cutoffs.

© Tyler Technologies Check Reconciliation – Excel Output To create Excel output, select Reports from main Check Reconciliation screen. Select Excel icon after defining report options to choose fields for export.

© Tyler Technologies Check Reconciliation – Excel Output

© Tyler Technologies Contract Types and Subtypes Contract types is moved out of the Misc. Code area and users will have the flexibility to define subtypes.

© Tyler Technologies Contract Types and Subtypes

© Tyler Technologies eProcurement Data Mapping For sites using eProcurement, this will allow you to change the information sent during PO submission

© Tyler Technologies eProcurement Data Mapping

© Tyler Technologies eProcurement Data Mapping

© Tyler Technologies Equipment Cost Summary The report generates an Excel export file to help facilitate vehicle cost analysis. Users can filter report by date range, equipment code, department, class code, equipment group, and status

© Tyler Technologies Extended Project Codes Project segment code can be increased to 10 characters from 5 Codes greater than 5 characters cannot be used outside of Project Ledger

© Tyler Technologies Extended Project Codes Automatically selected when Project is greater than 5 characters

© Tyler Technologies Fixed Assets – Asset Disposal Restrictions Users can designate assets that have Disposal Restrictions. Available through New Asset, Fixed Asset Work File and Adjustments and Retirement programs

© Tyler Technologies Fixed Assets – Asset Disposal Restrictions When attempting to dispose of an asset, users will receive an informational message that restrictions exist. Restrictions can be detailed in the Memos tab.

© Tyler Technologies Fixed Assets – Asset Disposal Reversals Allows users to reverse the disposal of an asset. This creates a journal that reverses the original disposal as well.

© Tyler Technologies Month End Processing Users can use program links to open related programs Load Journals to begin the process

© Tyler Technologies Performance Based Budgeting Project strings can be added to Activity codes

© Tyler Technologies Performance Based Budgeting The goal and actual amounts are calculated by using values entered on the Indicator Funding Summary screen

© Tyler Technologies Project Accounting Roles

© Tyler Technologies Project Accounting Roles Maintain project strings – When selected, users can add, update and delete expense and funding source strings Maintain revenue allocation setup – When selected, users can access the allocation section Enable project options – When selected, users can access Close Project, Copy Project and Limit Transactions options in the Project Master program

© Tyler Technologies Project Ledger Mass Create Allows users to add new projects strings to an existing project.

© Tyler Technologies Project Locations Allows users to associate existing parcels to projects

© Tyler Technologies Project Locations

© Tyler Technologies Project Locations

© Tyler Technologies Purchase Orders Unused Numbers Tracks when a PO number is deleted from Entry

© Tyler Technologies Student Activity Purchase Orders Selecting the check box allows users to create POs for Student Activity transactions

© Tyler Technologies Student Activity Purchase Orders

© Tyler Technologies Student Activity Purchase Orders These are the role permissions that tie back to Purchase Orders in Student Activity

© Tyler Technologies Work Order Detail Quick Entry Quick Entry allows users to actual detail records at one time, regardless of cost type

© Tyler Technologies Work Order Labor Detail Copy Copy line functionality will create a duplicate of the line using the date, quantity, start time and comments of the original

© Tyler Technologies v10.3 Major Enhancements Questions? Next : Centrals and System Administration

© Tyler Technologies Major Centrals Programs The following Central search programs cap search results at 1000 records: – Contracts Central – Expenditure Central – Fixed Assets Central – GL Account Central – Inventory Central – Purchase Order Central – Vendor Central – Work Order Central These programs do not provide a message or other indicator when the maximum number of records is reached.

© Tyler Technologies Munis Toolbar Ribbon The groups on the Munis ribbon are as follows: Confirm - Accept, Cancel. Search - Search, Browse, Advanced, Query Builder. Click the down arrow for the Advanced button to access advanced search options. Actions - Add, Update, Delete, Global, Duplicate. Click the down arrow for the Global button to view options. Output - Print, Text File, PDF, Preview. Office - Excel, Word, , Schedule.

© Tyler Technologies Munis Toolbar Ribbon Tools - Notes, Attachments, TCM, Audit, MapLink, Alerts. Click the down arrow for the Notes, MapLink, and Alerts buttons to access specific options for each. Menu - Options specific to managing data in the active program and options for accessing related programs. Click the down arrow for the More button to view a complete list of menu options. Return - Closes the current screen. To close a program, close the Internet browser window.

© Tyler Technologies Munis Toolbar Ribbon Functions that used to be located on the left hand side of the program screen are now available in pull down menus within the new ribbon. These pull down menus can be expanded or collapsed by the user.

© Tyler Technologies Munis Toolbar Ribbon There is now a Return button available within the new ribbon which closes the current Munis program and brings you back to the Dashboard.

© Tyler Technologies System Admin - Cubes Data cubes allow you to use Excel to view and manipulate data in a dimensional style. Existing cubes – Project Accounting, GL Revenue and Expense, Accounts Payable, Accounts Receivable, Payroll and Work Orders 2 new cubes in 10.3 – Permits – Utility Billing Consumption

© Tyler Technologies Cubes CubeRight click..To open… Accounts PayableInvoice numberInvoice Central Accounts PayableVendor number or vendor nameVendor Central Accounts ReceivableCustomer number or customer name Customer Central GL Revenue and ExpenseSegment or full account number GL Account Central PR AccumulatorEmployee number or employee name Employee Central Utility Billing ConsumptionCustomer, account, or customer and account UB Central Work OrderWork order number or work order description Work Order Central

© Tyler Technologies Database Credential Encryption Encrypts database credentials stored in the FGLPROFILE file Optional User must have write permissions to directory Refer to document for additional detail and Change Password process

© Tyler Technologies Data Integrity Assistant Identifies and corrects data integrity concerns within the database

© Tyler Technologies Diagnostic Utility and Run-time Information New Tab – Integrated Products Tracks version information as products are updated

© Tyler Technologies TylerCM for Munis Settings TCM enabler admin option allows import/export of mappings Can transfer settings to a different Munis database

© Tyler Technologies MapLinkSettings Defines which Munis programs are available in Munis MapLink

© Tyler Technologies MapLinkSettings Default tab establishes values for the Munis MapLink display

© Tyler Technologies MapLinkRibbon Expanded to include Quick Zoom, Launch Munis and Set Defaults

© Tyler Technologies Munis Self Service Redesigned to improve usability – Larger Format – Sharper Text – Simple Background General Admin Settings – Change color – Menu position

© Tyler Technologies MSS Hosting Authentication Configuration – Enable Mixed Mode Authentication permission has been added. Available Payment Options for CSS – VPS (Value Payment Services) – InforME – HP Convenience Pay (Hewlett-Packard) – Authorize.NET

© Tyler Technologies Tyler Dashboard Menu Favorites replaces the Favorites menu

© Tyler Technologies Tyler Dashboard Recent Activity displays the last ten programs accessed

© Tyler Technologies Tyler Community Dashboard now contains a Tyler Community section on its ribbon

© Tyler Technologies Tyler Community Search option allows users to search Tyler Community items directly from dashboard

© Tyler Technologies Tyler Community New Post allows users to enter a new question or discussion item directly from dashboard

© Tyler Technologies Tyler Community Favorites option provides easy access to the list of favorites created within the Tyler Community

© Tyler Technologies Available Web Parts Web PartDescription Tyler Dashboard My Tyler Community Provides direct access to Tyler Community items such as forums, conversations, and groups. Munis eLearning LinksProvides a catalog of available Munis eLearning tutorials; when you click a tutorial link, the tutorial opens in a window outside of the Tyler Dashboard.

© Tyler Technologies My Tyler Community New web part to provide direct access to user specified areas of Tyler Community (Forums, Wikis, etc)

© Tyler Technologies New Munis eLearning resources Munis now offers self-paced, step by step eLearning materials that walk a user through a process

© Tyler Technologies New Munis eLearning resources The eLearning will walk a user through a process in an interactive environment …

© Tyler Technologies New Munis eLearning resources … providing guidance each step of the way

© Tyler Technologies eLearning Links Access our eLearning tutorials directly from dashboard

© Tyler Technologies eLearning Links

© Tyler Technologies Major Enhancements Document Finding the Major Enhancements Document and Powerpoints in the Munis KnowledgeBase Search based on Topic “Enhancements” and Release “Version 10”

© Tyler Technologies Education Free Online Education – Link from our Customer Tools site to Online Education – Calendar of classes available – Many people can view class from one login Onsite Visit – Contact sales rep to arrange for an implementation visit – Visit can be customized to your site’s specific needs

© Tyler Technologies v10.3 Major Enhancements Thank you! Questions