Town of Arlington What’s New in Munis MGFOA May 11, 2017

For us, Almost everything!

A Lot of Change in One Year Upgrade General Ledger Purchasing Payroll/HR Budget New in Munis Real Estate Personal Property MVE Water/Sewer Parking Integrated system eliminates manual entry between T/C and Comptroller

What’s new Invoice Entry Role Based Permissions Payment Entry TCM Vendor Entry On-line payment system PAF Centrals Time Entry Employee Self-Service Dashboard Requisition/Purchase Order Approval Flexible Period Reports Open P. O. Report

Munis Dashboard

Progress to Date Munis 11.2 - go live December 5 Role based Permission Training for core staff Dashboard tile for approvals Decentralization of A/P invoice entry Tyler Cashiering Decentralization of Deposits (9/10s)

New Software Modules Module Projected Implementation Date Tyler Content Manager April Real Estate, Motor Vehicle Excise, and Personal Property Taxes May/July Cash Management July General Billing Invoice Cloud August Employee Self Serve September Parking Tickets July 2018 Water and Sewer Billing September 2018 Integrated system eliminates manual entry between T/C and Comptroller

MUNIS Upgrade  Opportunity to Review Processes Electronic PAFs Time Entry/Payroll School payroll Police, Fire, and DPW (FLSA, WOOC) School Access Invoice Entry Payment (Deposits – 9/10) Entry Vendor Set up

Feedback and Next Steps… What has worked well/poorly? Meet with Departments Decentralization for Deposits (9/10s) Wish List/Process Improvements Training Opportunities

MUNIS Team Project Manager/Stakeholders Administrative Staff Keys to Success MUNIS Team Project Manager/Stakeholders Administrative Staff Planning Set Timeline/Goals Communication Providing timely updates/setting expectations Buy in from users

Payment Entry Old System New System Department fills out 910 form and sends paper and $ to: Treasurer, who matches $ to 910 & keys into CSM Comptroller get 910 and keys revenue into Munis Daily and Monthly reconciliations New System Department keys receipts into Munis batch Workflow moves to Treasurer, who matches $ and makes deposit Workflow sends to Comptroller to verify, figures already in Munis New: Departments use charge codes, which track to Cash and Revenue codes. Bring deposits to T/C with payment proof, paper now, electronic in the future? Recreation and Schools make their own deposits. Bug in Workflow, cannot use now. New, interim: Treasurer uses Tyler Cashiering to key in department receipts. T/C uses wands to scan in receivables, just like lockbox.

Amherst’s Employee Self-Service

Access to Leave Time

Pay Checks

On-line pay info

Replica Pay Notification

W-2 History

Copy of W-2

Should I Get Married?

Marriage Penalty!