MUNIS Versions 8.3 & 9.1 Sneak Peek Revenues

© 2010 Tyler Technologies, Inc. Major Enhancements Document Finding the Major Enhancements Document and Powerpoint in the Munis KnowledgeBase –Open the KB from the Munis customer tools site: –Search based on Topic “Enhancements” and Release “Version 9” or “Version 8”

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 This presentation provides an overview of the major Revenue enhancements for Munis Version 9.1 and 8.3. If your organization uses the Tyler Dashboard, Munis Version 9.1 is available in a Web-based interface called GWC-SL. The GWC-SL screens are very similar in function to desktop versions of Munis; however, the screens open in your Web browser using Microsoft® Silverlight™ technology. Unless otherwise specified, the content of this presentation is based on the GWC-SL interface.

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 Activating the GWC-SL client in Version 9.1 –Click on the User Profile button from your dashboard –Select the Web Version Program (GWC)

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 Version 9.1 Toolbar –Version 9.1 includes an updated toolbar. When using the Web- based interface, be sure to use the Close button on the toolbar to close a screen or exit a program; if you use the close button for your browser, you close the entire Munis application.

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 Version 9.1 Program running the GWC

© 2010 Tyler Technologies, Inc. Accounts Receivable, Animal Licenses, and General Billing Accounts Receivable Settings The Update GL list is available on the Payments tab of the Category Specific Options screen in the Accounts Receivable Settings program.

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Animal Licenses Settings The Allow Entry of Expired Rabies Certificates check box is available in the Animal Licenses Settings program.

© 2010 Tyler Technologies, Inc. Customers When you search for customers using the Find Names screen in Munis programs, you can refine your search for records in the Customers program by searching for only those customer records created in your department and/or in specific Munis modules.

© 2010 Tyler Technologies, Inc. General Billing Settings, Invoice Entry and Proof, Invoices The Update General Ledger check box is available under Miscellaneous on the General Billing Settings screen.

© 2010 Tyler Technologies, Inc. Payment Entry Several enhancements were made to the Payment Entry program for the Munis 9.1 release. Applying Prepayments

© 2010 Tyler Technologies, Inc. Completing Receipts

© 2010 Tyler Technologies, Inc. Processing Refunds Viewing Payment Batch Sources

© 2010 Tyler Technologies, Inc. Utility Billing - CIS Account Mailing Labels The Bill Run Select screen is no longer available. The Run, Commit, and Select Only Unread Accounts are included on the main screen (utmailer01). The Account and Rate Code range boxes are available.

© 2010 Tyler Technologies, Inc. Assessments The Assessments program includes the Detail Find button.

© 2010 Tyler Technologies, Inc. Bank Billing Register/EFT The Immediate Origin group includes the Company Identification Number option.

© 2010 Tyler Technologies, Inc. Bill Adjustments, Bill Adjustments/Release Post, Bill Adjustment Approval The Bill Adjustments programs are grouped on the Utility Billing – CIS menu.

© 2010 Tyler Technologies, Inc. When you create adjustments, the program displays an approval message.

© 2010 Tyler Technologies, Inc. If you select Yes, the program displays the Bill Adjustment Release/Post screen.

© 2010 Tyler Technologies, Inc. After the adjustment is approved, use the Bill Adjustments Release/Post program to post the item.

© 2010 Tyler Technologies, Inc. Use the Bill Adjustment Approval program, which opens the Workflow Assistant program, to approve or reject bill adjustment items.

© 2010 Tyler Technologies, Inc. Bill Print The Print Discount for Paid Bills check box is available.

© 2010 Tyler Technologies, Inc. Current Read/Consumption In the Current Read/Consumption program, the Clear Exceptions button is available.

© 2010 Tyler Technologies, Inc. Cutoff Process The Bill Due Date/Days Late, Due Dates, Days Late, and Minimum By fields allow you to define the minimum balance by bill or by account.

© 2010 Tyler Technologies, Inc. The Create Event History Record check box is available in the Report Options group.

© 2010 Tyler Technologies, Inc. Delinquent Notices The Generate button is renamed Select, which more appropriately indicates the function of selecting the defined accounts for processing.

© 2010 Tyler Technologies, Inc. The Flag Accounts button is available. Use this option to select or clear accounts from the Delinquent Notices process.

© 2010 Tyler Technologies, Inc. Service Order/Print In the Service Order/Print program, the Mass Complete button allows to complete or cancel multiple service orders at one time.

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The Turn on Process program is available.

© 2010 Tyler Technologies, Inc. Use the Flag option to include or exclude accounts from the service order.

© 2010 Tyler Technologies, Inc. Settings, Service Order/Print In the Setting program in the Service Orders group of the Site Option 2 tab, the Service Order Scheduling In list is available.

© 2010 Tyler Technologies, Inc. Tier Consumption The annual tier consumption calculation for calc code 51 accommodates up to eight rate tiers.

© 2010 Tyler Technologies, Inc. Business Licenses Apply Online Your citizens are able to apply for a new business account or license through Citizen Self Service (CSS). The following changes have been made to Munis Business Licenses programs to support this functionality.

© 2010 Tyler Technologies, Inc. Business License Settings The Self Service tab is available. This tab contains the settings for online business applications.

© 2010 Tyler Technologies, Inc. Business Types The Apply Online check box is available on the Statistics/Other tab. When you select this check box, the selected business type is available in CSS for online business applications.

© 2010 Tyler Technologies, Inc. Business Accounts When a citizen creates a new business account in CSS Business Licenses, the resulting account is available in Munis Business Accounts with a status of Hold – New Business.

© 2010 Tyler Technologies, Inc.

Permits and Code Enforcement Apply for a Business License Online The following changes have been made to Permits and Code Enforcement programs in order to facilitate the processing of business account applications submitted through Citizen Self Service.

© 2010 Tyler Technologies, Inc. Permits and Code Enforcement Settings The Default Online Applicant fields are available on the Permit Applications tab.

© 2010 Tyler Technologies, Inc. Project Types The Self Service Project Types program is no longer available. The ability to indicate if a project type is available in CSS has been moved to the Project Types program.

© 2010 Tyler Technologies, Inc. Application Entry When a citizen submits an application for a new business account and the system is set to process business application through Munis Permits and Code Enforcement, the resulting application is available in Application Entry and the status is the initial online status associated with the selected project type.

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Duplicate Permit Types on an Application You are able to use the same permit type code multiple times on a single application.

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Inspection Levels You are able to assign levels to inspections. This allows you to establish an order of priority for inspection scheduling. You can establish different priority levels for different categories of inspections, such as electrical or plumbing, by creating trade type codes and assigning those codes to inspection types.

© 2010 Tyler Technologies, Inc. Permits and Code Enforcement Miscellaneous Codes Trade type codes are established and maintained in Permits and Code Enforcement Miscellaneous Codes.

© 2010 Tyler Technologies, Inc. Inspection Types The Trade Type list is available. This list allows you to assign a category to the inspection type.

© 2010 Tyler Technologies, Inc. Project Types The Level and Trade Types columns are available on the Default Inspections screen.

© 2010 Tyler Technologies, Inc. Permit Types The Level and Trade Type columns are available on the Default Inspections for Permit Type screen.

© 2010 Tyler Technologies, Inc. Inspections Linked to Specific Permits You are able to link inspections to specific permits rather than an overall application. To do this, you add default inspection types to a permit type.

© 2010 Tyler Technologies, Inc. Permit Types The Inspections button is available on the main screen. When you click this button, the program displays the Default Inspections for Permit Type screen.

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Inspection Entry The Required to Close check box is available on the Main tab. This check box indicates if the inspection must be completed before the associated application can be closed.

© 2010 Tyler Technologies, Inc. Prerequisites Levels There is a new program to allow you to manage the types of prerequisites that can be used on an application. Previously, prerequisite types were managed in Permits and Code Enforcement Miscellaneous Codes.

© 2010 Tyler Technologies, Inc. Prerequisite Types The Prerequisite Types program is available. This program allows you to manage the prerequisites used on permit applications.

© 2010 Tyler Technologies, Inc. Project Types The Level box is available on the Default Prerequisites screen. This allows you to indicate the priority of the prerequisite when used with the selected project type.

© 2010 Tyler Technologies, Inc. Application Entry The Level box is available on the Application Prerequisites screen. This box lists the priority of the level of the prerequisite on the application.

© 2010 Tyler Technologies, Inc. Unlimited Number of Fees on a Permit You are able to assign an unlimited number of fees to a permit. Permit Types All of the fee-related fields, such as Fee Code 1 or 2 and Statistic 1 or 2, have been removed from the main screen, as have the Permit Types array at the top of the screen and the Items and Fee Codes buttons.

© 2010 Tyler Technologies, Inc.

The Permit Fees screen is available. This screen displays when you click the Fees button on the main screen and allows you to associate an unlimited number of default fee codes with the permit type.

© 2010 Tyler Technologies, Inc. Application Entry The following changes have been made to the Application Permits screen: –The fee calculation-related fields on the Fees tab have been removed. The Fee array is available on the Fees tab. This array lists all of the fees associated with the permit. You can double-click a fee code to view the Permit Fees screen. –The Fees button is available. When you click this button, the program displays the Permit Fees screen. This screen allows you to manage all the fees associated with the permit.

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MUNIS Central Programs UB Central On the Advanced Search screen, the District and Type fields are lists that provide valid search options.

© 2010 Tyler Technologies, Inc. Contractor Central The Contractor Central program is available. This program allows you to search for contractor information by contractor name or telephone number. You are also able to perform an advanced search based on contractor details.

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The Details page displays various panels containing detailed information. You can use the Settings button on the toolbar to determine which panels display

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The Header panel displays contact and location information for the contractor. When you click More, the panel displays insurance and escrow information for the contractor.

© 2010 Tyler Technologies, Inc. The Application History panel displays a list of all of the permit applications where the contractor is listed on a permit.

© 2010 Tyler Technologies, Inc. The Blanket Bonds panel lists all of the blanket bonds for a contractor. The Inspections panel lists all of the inspections for the contractor.

© 2010 Tyler Technologies, Inc. The Insurance panel lists the contractor’s insurance policies. The Subcontractors panel lists sub-contractors for the contractor.

© 2010 Tyler Technologies, Inc. The Summary panel displays a summary of outstanding balances for applications, bonds, and inspections for the contractor.

© 2010 Tyler Technologies, Inc. The Text panel displays any text, or notes, associated with the contractor. The Tradesmen panel lists the contractor’s tradesmen.

© 2010 Tyler Technologies, Inc. The Warnings panel displays a list of warnings, such as unpaid bills or prior applications, for the contractor.

© 2010 Tyler Technologies, Inc. Scheduler Central The Scheduler Central program is available. This program allows you to manage scheduling of tasks, such as inspections or work order services, using a central calendar that you can access directly from a Munis program. Scheduler Central integrates with Microsoft Exchange, so when you schedule an appointment in Scheduler Central, the user’s Exchange calendar is updated accordingly. You can also use Scheduler Central to map the locations of the appointments on a calendar.

© 2010 Tyler Technologies, Inc.

You can also right-click on a time frame in the calendar to schedule an appointment.

© 2010 Tyler Technologies, Inc. The Maps tab allows you to view the locations for the items you are scheduling using Bing Maps.

© 2010 Tyler Technologies, Inc. MUNIS Self Service – Citizen Self Service Citizen Self Service Login and Home Page The way that citizens log in to CSS has changed.

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Payments Administration

© 2010 Tyler Technologies, Inc. Utility Billing The Utility Billing Bill Details page includes visual indicators when one or more of the Current Reading values are estimated values.

© 2010 Tyler Technologies, Inc. Apply for a Business Account or License Your citizens are able to apply for a business account or a business license through Citizen Self Service.

© 2010 Tyler Technologies, Inc.

Once the application is submitted, the program displays the account number and hyperlinks that allow the citizen to add licenses to the account or to return to linked accounts.

© 2010 Tyler Technologies, Inc. Apply for a Business License

© 2010 Tyler Technologies, Inc.

Non-Emergency Requests Several changes have been made to the Non-Emergency Requests program. Your citizens are able to search for specific requests, the request form has been redesigned, and functionality has been added to better integrate with Munis Work Orders.

© 2010 Tyler Technologies, Inc. Search for Requests

© 2010 Tyler Technologies, Inc. Request Form The Request Form has been redesigned.

© 2010 Tyler Technologies, Inc.

Non-Emergency Requests Administration The Validate Street with Central Property and Validate Street Number with Central Property check boxes are available on the Request Type Administration page.

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Education 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