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

2. © Tyler Technologies 2012 2 Major Enhancements Munis Financials Munis Central Programs Available Web Parts

3. © Tyler Technologies 2012 3 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

4. © Tyler Technologies 2012 4 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

5. © Tyler Technologies 2012 5 API Workflow Business Rules Routing by Payment method

6. © Tyler Technologies 2012 6 API Workflow Business Rules Routing by Purchase Order/Contract

7. © Tyler Technologies 2012 7 Contract Payment Holds New check box Selecting the check box prevents any invoices from posting against the contract.

8. © Tyler Technologies 2012 8 Contract Payment Holds Invoice Entry

9. © Tyler Technologies 2012 9 Contract Payment Holds Releasing Payments Clicking Release Payments clears the Hold Payments check box and allows the contract invoices to be posted.

10. © Tyler Technologies 2012 10 Fixed Asset CIP Processing Fixed Asset Accounts screen Can be populated here to default in from purchase account

11. © Tyler Technologies 2012 11 Fixed Asset CIP Processing Fixed Asset Work File

12. © Tyler Technologies 2012 12 Fixed Asset CIP Processing New Assets

13. © Tyler Technologies 2012 13 GRA Business Rule Allows routing of Grant Application Approvals

14. © Tyler Technologies 2012 14 GRA Business Rule Grant Master

15. © Tyler Technologies 2012 15 Project Budget Posting Project Budget Post now allows posting of multiple packages

16. © Tyler Technologies 2012 16 Project Master 10.2 Last date to encumber cannot be overridden under any circumstances.

17. © Tyler Technologies 2012 17 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

18. © Tyler Technologies 2012 18 Project Revenue Allocation Expense String Inquiry

19. © Tyler Technologies 2012 19 Project Revenue Allocation Funding Source String Inquiry

20. © Tyler Technologies 2012 20 Recurring Invoices Can now create on up to 2 specific days in Month

21. © Tyler Technologies 2012 21 Retainage Processing The procedure for processing retainage has changed Retainage report is strictly a report – does not process.

22. © Tyler Technologies 2012 22 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

23. © Tyler Technologies 2012 23 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

24. © Tyler Technologies 2012 24 Student Activity10.2 Check Reconciliation Receipt transactions can be cleared as well as disbursements

25. © Tyler Technologies 2012 25 Student Activity10.2 Select receipt in the transaction type

26. © Tyler Technologies 2012 26 Student Activity10.2 After clearing the set of receipts and posting, the Processed group will be updated

27. © Tyler Technologies 2012 27 Student Activity10.2 OTP Vendor Selection Permission

28. © Tyler Technologies 2012 28 Student Activity10.2

29. © Tyler Technologies 2012 29 Vendor Certificate Report10.2 Compatible with Tyler Notify Requires Tyler Notify on System Role

30. © Tyler Technologies 2012 30 Munis Central Programs Inventory Central10.2

31. © Tyler Technologies 2012 31 Munis Central Programs Purchase Order Central – access attachments

32. © Tyler Technologies 2012 32 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.

33. © Tyler Technologies 2012 33 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.

34. © Tyler Technologies 2012 34 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.

35. © Tyler Technologies 2012 35 Available Web Parts Tyler Dashboard E-mail Settings Configures the settings for sending e-mails 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

36. © Tyler Technologies 2012 36 Major Enhancements Document Finding the Major Enhancements Document and PowerPoint in the Munis KnowledgeBase – Open the KB from the Tyler Community: http://www.tylertech.com/client-support/munis- support – Search based on Topic “Enhancements” and Release “Version 9” or “Version 10”

37. © Tyler Technologies 2012 37 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

38. © Tyler Technologies 2012 38 MUNIS v9.4/10.2 Sneak Peek Questions? Please type all questions into the Questions box on the Go To Meeting Control Panel

39. © Tyler Technologies 2012 39 Munis v9.4/10.2 Sneak Peek Thank you! David Buck Munis Implementation Analyst