Munis Version 9.4/10.2 Major Enhancements Sneak Peek Early Adopter – Financials David Buck Tyler Technology - MUNIS Division Implementation Analyst

© Tyler Technologies Major Enhancements Munis Financials Munis Central Programs Available Web Parts

© Tyler Technologies Munis Financials API Workflow Business Rules Contract Payment Holds Fixed Asset CIP Processing GRA Business Rules10.2 Project Budget Posting Project Master10.2 Project Revenue Allocation

© Tyler Technologies Munis Financials Recurring Invoices Retainage Processing Student Activity10.2 Vendor Certificate Report10.2 Munis Central Programs Inventory Central10.2 Purchase Order Central Available Web Parts

© Tyler Technologies API Workflow Business Rules Routing by Payment method

© Tyler Technologies API Workflow Business Rules Routing by Purchase Order/Contract

© Tyler Technologies Contract Payment Holds New check box Selecting the check box prevents any invoices from posting against the contract.

© Tyler Technologies Contract Payment Holds Invoice Entry

© Tyler Technologies Contract Payment Holds Releasing Payments Clicking Release Payments clears the Hold Payments check box and allows the contract invoices to be posted.

© Tyler Technologies Fixed Asset CIP Processing Fixed Asset Accounts screen Can be populated here to default in from purchase account

© Tyler Technologies Fixed Asset CIP Processing Fixed Asset Work File

© Tyler Technologies Fixed Asset CIP Processing New Assets

© Tyler Technologies GRA Business Rule Allows routing of Grant Application Approvals

© Tyler Technologies GRA Business Rule Grant Master

© Tyler Technologies Project Budget Posting Project Budget Post now allows posting of multiple packages

© Tyler Technologies Project Master 10.2 Last date to encumber cannot be overridden under any circumstances.

© Tyler Technologies Project Revenue Allocation Project revenue allocation process can account for AP retainage amounts. After retainage transactions have been processed the totals are displayed in Project Master, Expense Inquiry and Funding Source Inquiry programs Project Master

© Tyler Technologies Project Revenue Allocation Expense String Inquiry

© Tyler Technologies Project Revenue Allocation Funding Source String Inquiry

© Tyler Technologies Recurring Invoices Can now create on up to 2 specific days in Month

© Tyler Technologies Retainage Processing The procedure for processing retainage has changed Retainage report is strictly a report – does not process.

© Tyler Technologies Retainage Processing Processed by the AP Retainage program Located on the Vendor Processing menu Processes general and 1099 retainage amounts for permanent withholding or release to vendor

© Tyler Technologies Retainage Processing Processed by the Contract Retainage program Located on the Vendor Processing menu Processes contract retainage amounts for permanent withholding or release to vendor

© Tyler Technologies Student Activity10.2 Check Reconciliation Receipt transactions can be cleared as well as disbursements

© Tyler Technologies Student Activity10.2 Select receipt in the transaction type

© Tyler Technologies Student Activity10.2 After clearing the set of receipts and posting, the Processed group will be updated

© Tyler Technologies Student Activity10.2 OTP Vendor Selection Permission

© Tyler Technologies Student Activity10.2

© Tyler Technologies Vendor Certificate Report10.2 Compatible with Tyler Notify Requires Tyler Notify on System Role

© Tyler Technologies Munis Central Programs Inventory Central10.2

© Tyler Technologies Munis Central Programs Purchase Order Central – access attachments

© Tyler Technologies Available Web Parts Web parts are applicable if your organization uses Tyler Dashboard Accounts Payable Buyer Productivity Displays the current number of requisitions, current dollar amount, fiscal year-to-date requisitions, and average days to convert for each buyer. Displays a graph of requisitions in the queue by buyer. Commodities Analysis Displays a list of commodities purchased within a specified timeframe. Also displays a graph commodities purchased by quantity, and a graph of commodities purchased by total dollar amount. Open Contracts Displays information about open contracts, including a graph that displays dollars available by vendor, and a graph the displays the percent completed for each contract. Vendor Dollars Displays a list of dollar amounts paid to the least or most paid vendor for a specified timeframe. Also displays a graph depicting the dollar amounts paid to vendors. Vendor PerformanceDisplays a list of vendors given a status of Stop within a specified timeframe.

© Tyler Technologies Available Web Parts Budgeting Budget Overview Displays a graph of budget amounts under a specified threshold for a specified timeframe. You can indicate which budget items displays on the graph. Budgets Displays Munis budgeting information in a data grid that includes the budget code, fund description, and original and revised budget amounts for each code. General Ledger NYBE TrackingDisplays a general summary of budget actions taken for next year budget projections.

© Tyler Technologies Available Web Parts Work Orders, Fleets, and Facilities Management For each of the Work Orders, Fleet, and Facilities Management Web parts you must indicate the service department and work order type for which to view information. To do this, you can click the Modify This Web Part icon. You can then enter the department code and work order type in the fields under User Defined. Activity StatisticsDisplays a list of the work order activities for the selected time period. Asset StatisticsDisplays a list of work order assets for the selected time period. Class StatisticsDisplays a list of work order activity by class code. Employee StatisticsDisplays a list of work orders activity by employee. Work Order Activity GraphDisplays a graph of monthly work orders activity by cost or by count. Work Orders Displays the number of Recent Citizen Requests, Recent Internal Service Requests, Unscheduled Work Orders, In Progress Work Orders, Overdue Work Orders, and Preventative Maintenance Projections. Work Order Mapping on Custom ESRI Maps Displays mapping of work order locations based on GIS coordinates.

© Tyler Technologies Available Web Parts Tyler Dashboard Settings Configures the settings for sending s from Web parts that have the e- mail button enabled, such as Exception Viewer or Workflow Manager.Exception ViewerWorkflow Manager My Favorites Creates links to frequently used Web sites, Tyler Dashboard views, or programs. Munis Workflow My Workflow Displays the number of Workflow approvals, notifications, and alerts currently pending. My Workflow DetailDisplays a list of your pending approvals, notifications, or alerts. Workflow ManagerDisplays a list of Workflow items by process or approver compared to a specified date

© Tyler Technologies Major Enhancements Document Finding the Major Enhancements Document and PowerPoint in the Munis KnowledgeBase – Open the KB from the Tyler Community: support – Search based on Topic “Enhancements” and Release “Version 9” or “Version 10”

© Tyler Technologies 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

© Tyler Technologies MUNIS v9.4/10.2 Sneak Peek Questions? Please type all questions into the Questions box on the Go To Meeting Control Panel

© Tyler Technologies Munis v9.4/10.2 Sneak Peek Thank you! David Buck Munis Implementation Analyst