1. Munis Version 10.3 Major Enhancements Sneak Peek Early Adopter - Financials

2. © Tyler Technologies 2012 2 Major Enhancements Munis Financials Munis Central Programs Munis toolbar ribbon System Administration

3. © Tyler Technologies 2012 3 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

4. © Tyler Technologies 2012 4 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

5. © Tyler Technologies 2012 5 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

6. © Tyler Technologies 2012 6 System Administration – Cubes – Credential Encryption – Data Integrity Assistant – Munis Self Service – Tyler Dashboard Available Web Parts – My Tyler Community – eLearning Resources Questions Resources

7. © Tyler Technologies 2012 7 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

8. © Tyler Technologies 2012 8 Budget Approval Workflow Bypass When this permission is selected, users will bypass workflow for all amendment types

9. © Tyler Technologies 2012 9 Check Printing Schedules When selected, Select Items to be Paid will pull in invoices that meet discount date cutoffs.

10. © Tyler Technologies 2012 10 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.

11. © Tyler Technologies 2012 11 Check Reconciliation – Excel Output

12. © Tyler Technologies 2012 12 Contract Types and Subtypes Contract types is moved out of the Misc. Code area and users will have the flexibility to define subtypes.

13. © Tyler Technologies 2012 13 Contract Types and Subtypes

14. © Tyler Technologies 2012 14 eProcurement Data Mapping For sites using eProcurement, this will allow you to change the information sent during PO submission

15. © Tyler Technologies 2012 15 eProcurement Data Mapping

16. © Tyler Technologies 2012 16 eProcurement Data Mapping

17. © Tyler Technologies 2012 17 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

18. © Tyler Technologies 2012 18 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

19. © Tyler Technologies 2012 19 Extended Project Codes Automatically selected when Project is greater than 5 characters

20. © Tyler Technologies 2012 20 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

21. © Tyler Technologies 2012 21 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.

22. © Tyler Technologies 2012 22 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.

23. © Tyler Technologies 2012 23 Month End Processing Users can use program links to open related programs Load Journals to begin the process

24. © Tyler Technologies 2012 24 Performance Based Budgeting Project strings can be added to Activity codes

25. © Tyler Technologies 2012 25 Performance Based Budgeting The goal and actual amounts are calculated by using values entered on the Indicator Funding Summary screen

26. © Tyler Technologies 2012 26 Project Accounting Roles

27. © Tyler Technologies 2012 27 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

28. © Tyler Technologies 2012 28 Project Ledger Mass Create Allows users to add new projects strings to an existing project.

29. © Tyler Technologies 2012 29 Project Locations Allows users to associate existing parcels to projects

30. © Tyler Technologies 2012 30 Project Locations

31. © Tyler Technologies 2012 31 Project Locations

32. © Tyler Technologies 2012 32 Purchase Orders Unused Numbers Tracks when a PO number is deleted from Entry

33. © Tyler Technologies 2012 33 Student Activity Purchase Orders Selecting the check box allows users to create POs for Student Activity transactions

34. © Tyler Technologies 2012 34 Student Activity Purchase Orders

35. © Tyler Technologies 2012 35 Student Activity Purchase Orders These are the role permissions that tie back to Purchase Orders in Student Activity

36. © Tyler Technologies 2012 36 Work Order Detail Quick Entry Quick Entry allows users to actual detail records at one time, regardless of cost type

37. © Tyler Technologies 2012 37 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

38. © Tyler Technologies 2012 38 v10.3 Major Enhancements Questions? Next : Centrals and System Administration

39. © Tyler Technologies 2012 39 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.

40. © Tyler Technologies 2012 40 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, Email, Schedule.

41. © Tyler Technologies 2012 41 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.

42. © Tyler Technologies 2012 42 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.

43. © Tyler Technologies 2012 43 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.

44. © Tyler Technologies 2012 44 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

45. © Tyler Technologies 2012 45 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

46. © Tyler Technologies 2012 46 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

47. © Tyler Technologies 2012 47 Data Integrity Assistant Identifies and corrects data integrity concerns within the database

48. © Tyler Technologies 2012 48 Diagnostic Utility and Run-time Information New Tab – Integrated Products Tracks version information as products are updated

49. © Tyler Technologies 2012 49 TylerCM for Munis Settings TCM enabler admin option allows import/export of mappings Can transfer settings to a different Munis database

50. © Tyler Technologies 2012 50 MapLinkSettings Defines which Munis programs are available in Munis MapLink

51. © Tyler Technologies 2012 51 MapLinkSettings Default tab establishes values for the Munis MapLink display

52. © Tyler Technologies 2012 52 MapLinkRibbon Expanded to include Quick Zoom, Launch Munis and Set Defaults

53. © Tyler Technologies 2012 53 Munis Self Service Redesigned to improve usability – Larger Format – Sharper Text – Simple Background General Admin Settings – Change color – Menu position

54. © Tyler Technologies 2012 54 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

55. © Tyler Technologies 2012 55 Tyler Dashboard Menu Favorites replaces the Favorites menu

56. © Tyler Technologies 2012 56 Tyler Dashboard Recent Activity displays the last ten programs accessed

57. © Tyler Technologies 2012 57 Tyler Community Dashboard now contains a Tyler Community section on its ribbon

58. © Tyler Technologies 2012 58 Tyler Community Search option allows users to search Tyler Community items directly from dashboard

59. © Tyler Technologies 2012 59 Tyler Community New Post allows users to enter a new question or discussion item directly from dashboard

60. © Tyler Technologies 2012 60 Tyler Community Favorites option provides easy access to the list of favorites created within the Tyler Community

61. © Tyler Technologies 2012 61 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.

62. © Tyler Technologies 2012 62 My Tyler Community New web part to provide direct access to user specified areas of Tyler Community (Forums, Wikis, etc)

63. © Tyler Technologies 2012 63 New Munis eLearning resources Munis now offers self-paced, step by step eLearning materials that walk a user through a process

64. © Tyler Technologies 2012 64 New Munis eLearning resources The eLearning will walk a user through a process in an interactive environment …

65. © Tyler Technologies 2012 65 New Munis eLearning resources … providing guidance each step of the way

66. © Tyler Technologies 2012 66 eLearning Links Access our eLearning tutorials directly from dashboard

67. © Tyler Technologies 2012 67 eLearning Links

68. © Tyler Technologies 2012 68 Major Enhancements Document Finding the Major Enhancements Document and Powerpoints in the Munis KnowledgeBase Search based on Topic “Enhancements” and Release “Version 10”

69. © Tyler Technologies 2012 69 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

70. © Tyler Technologies 2012 70 v10.3 Major Enhancements Thank you! Questions