Workflow Modules Modern Release History

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✨ Improvements and New Features

• Invoice Capture: Improved decimal precision for invoices containing unit prices with 4–6 decimal places.

• Invoice Capture: Invoices can now be automatically submitted for approval when linked to a Purchase Order with account coding or when a Distribution Code is selected.

• LDAP Authentication: Added support for validating users against multiple LDAP servers.

• Reimbursements: Added default policy guidance for all reimbursement categories based on general IRS guidelines. Customers are encouraged to review and customize these policies to meet their organization's requirements. The policies are informational only and are not automatically enforced by Microix.

• Reimbursements: Reimbursement requests can now be automatically submitted for approval when a Distribution Code is selected.

• Reimbursements: Added the ability to assign a default Vendor ID to each employee through User Maintenance. The assigned Vendor ID is automatically used when the employee processes a reimbursement request.

• Timesheet: Added additional alerts and notifications to improve visibility of Timesheet-related conditions requiring user attention.

• Improved approval notification emails so that when users reply to a Microix approval notification, the reply is sent to the original sender's email address.
• Continue to optimize all reports for better performance and refreshed the formatting to improve readability.
• Added re-route button on the Approval list toolbar.
• Send Welcome email includes additional columns to track last access and when invite was sent.
  
  
• Microix printed document will include receiving data and or payment/check data if applicable

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🐛 Bug Fixes

• Resolved issue with printed timesheet not showing IN/OUT attendance data. 
• Corrected validation issues encountered when modifying approved documents and encumbrances.
• Fixed issues when entering negative line amounts on Accounts Payable documents and encumbrance modifications.
• Improved handling of document status changes and workflow rerouting.
• Improved stability when saving large or complex documents.
• Corrected issues affecting approval category routing.
• Prevented the creation of reserved routing category names that could interfere with workflow processing.
• Corrected issues affecting partial payment calculations.
• Improved support for partial payments that use distribution codes.
• Corrected processing of encumbrance modifications involving negative adjustments.
• Corrected inventory category and sub-category maintenance issues.
• Fixed inventory category behavior when the Inventory module is not licensed.
• Corrected Azure Maps integration errors during reimbursement processing.
• The Security Query list no longer includes inactive users.
• Improved exception handling throughout the application.
• Improved exception handling during CSV imports.
• Resolved Punchout Error 400 by allowing orders to be modified and resent to the vendor.
• Reduced application failures caused by unexpected lookup conditions.
• Improved receiving via barcode scanner for inventory with tracking

✨ Improvements and New Features

• Added the ability to customize document list views by saving column preferences, including column visibility, order, and sizing. Users can also save filter settings, allowing them to personalize document lists to their preferences or revert to the default view at any time. (Note: saving grouped columns is not supported).

• Recurring Invoices feature that allows users to create recurring invoices based on day-of-week scheduling and defined frequency.

• Added "Other" as a reimbursement category.
• Create workflows by using a segment from your chart of accounts. Microix will use the account code as the Workflow ID and the account title as the Workflow Description.
• Enhanced Sales Order transfers to MIP by allowing transactions to be transferred as either a Billing or Cash Disbursement without requiring inventory time.
• Improved receiving data visibility when multiple receipts exist, particularly for partially paid items.
• Added payment information to printed documents.
• On prem use of Entra, Mail Send and Email Capture is now supported.
• Minor enhancements to purchase order summary and detail reports to improve visibility and additional columns
• Enhanced Invoice Capture to automatically separate address information into individual fields for Street, City, State, and ZIP Code.

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🐛 Bug Fixes

✨ Improvements and New Features

• Company Friendly Name: For customers with multiple companies, a Company Friendly Name field has been added. This provides a more user-friendly option for users to select during sign-in. It can be configured on the Maintenance > Application Option page for each company.
• Attachment List Enhancement: A scroll bar has been added to the Attachment List to improve navigation and usability when viewing multiple attachments.
• Reimbursements Update: Users can now modify the default GL Account when processing Expense Reimbursements.
• Audit Trail Enhancement: Added an Export button to the Audit Trail drawer, allowing users to easily export audit data.
• Bulk Transfer Enhancement: When applying a single invoice to multiple purchase orders, users can now assign the invoice number to selected purchase orders during the bulk update process.
• Bulk Transfer Improvements: Added Group By functionality along with Group Total, Selected Total, and Grand Total calculations for improved visibility and control.
• Email Alert Enhancement: When creating email alerts for documents that exceed the allowed approval window, the wizard now allows selection of multiple approval levels in a single alert, eliminating the need to create separate alerts for each level.
• Workflow Enhancement: A new option has been added for creating workflows. When setting up workflows for the first time, users can leverage an MIP segment (such as Department) to define and generate workflows. Standard workflow setup is still required.
• Mobile Experience Improvement: Implemented mobile-friendly viewing across all document list pages for improved accessibility on mobile devices.
• Mobile Usability Enhancement: Improved usability when creating simple purchase orders and invoices on mobile devices.
• Leave Request: Minor improvements have been made to the leave request process to enhance usability.
• Recurring Invoices (Beta): Introduced a beta feature that allows users to create recurring invoices based on day-of-week scheduling and defined frequency.
• REST API Update: The document creation process via REST API has been revamped. Existing REST integrations will require updates. Customers should contact modern@microix.net for guidance and implementation instructions.

🐛 Bug Fixes

• Bulk Transfer Fix: Resolved an issue where invoices within a batch were not selectable for payment when using the Bulk Transfer feature.
• Display Account Balance Export: Exports now correctly reflect any filters applied in the Display Account Balance screen.
• Missing Search/Replace Item Description when performing bulk update within a document.
• Bank Feed Registration Update: Fixed an issue with the bank feed registration process. Some customers may need to re-register their credit cards using the updated process. Going forward, individual card registration is no longer required, except when adding a new card.
• Other minor bug fixes applied

v2026.003.16

✨ Improvements and New Features

• AI-captured invoices linked to an approved Microix Purchase Order will display validation messages if they cannot be processed. This typically occurs when the purchase request is still waiting for a purchase order number assignment (if that feature is enabled)
• Added a Partial Pay button to My Document List, allowing requesters to submit payment requests for their approved purchase orders (permission required for the button via User Security Button/Function).

• Requesters can now change workflows while the Inventory module is active, provided the available list of workflows are assigned to the same inventory location.
• Invoice Capture now uses the original Purchase Order description when linked to an existing Microix Purchase Order.
• Added Required/Due Date columns to both the Document List and Approval List.

• Added Global Setting 10 to allow summarizing offset transactions during transfer.
• Account titles will now be displayed on the Purchase/Invoice entry form, controlled by Global Setting 80 “Show account title on document entry form”.

• Enhanced HTML email approval security by setting Acknowledged as the default behavior (Global Setting GSID 6). This change prevents unintended approvals caused by antivirus or email scanning tools, which can automatically trigger approval actions without the approver’s involvement.

  With this setting enabled, approval actions must be explicitly completed in two steps: first from the email, and then again on the redirected page. This ensures that no document is approved unless the approver intentionally completes both actions.

📌NOTE: If this level of protection is not required, you can revert the behavior by setting the Global Setting (GSID6) to 0.

• When using distribution codes, the system allows users to edit the coding and percentage. If you do not want users to make changes to the distribution code, a new Global Setting (GSID 469) has been added to disable editing.
• Added a Video Tutorial page under the Support menu to help new users quickly become familiar with commonly used features and tasks related to their roles as a Requester or Approver. Additional videos for AI Capture, Bank Feed, and Reimbursements will be made available in future releases.

• Improved the Microix Modern mobile experience by enabling full menu access on phones and small-screen devices. Many complex processes/pages are not fully optimized for mobile, but continued improvements are planned in upcoming releases

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v2026.002.23

✨ Improvements and New Features

• Invoice Capture performs automatic line-level matching between invoice detail lines and purchase order lines when a valid Microix PO number is present on the captured invoice. Workflow Modules Modern - Two/Three -Way Match with Auto Receiving – Invoice Capture Overview - Knowledge base
• When processing a linked invoice, the system routes the invoice either to the purchase order’s current approval level or to a predefined routing level configured in Global Settings. An approval notification is then generated for the designated approver.
• Non-linked invoices that utilize a distribution code are automatically submitted into the approval workflow, and an email notification is generated.
• Net Due Days on PO/Invoice entry form was added in the vendor section. If Document date is changed, Net Due Days will be recalculated.

• Add asset image to the Asset Master report

• When creating a Partial Payment or a Payment linked to an encumbrance, the form will indicate which line is linked to the purchase order and which is not by displaying a different class icon.

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🐛 Bug Fixes

• Resolved minor bugs reported for timesheet and inventory.
• Resolved minor bugs reported for display account balance.
• Resolved an issue in Invoice Capture where editing a previously captured invoice could cause it to be replaced with the most recently captured invoice.
• Resolve Office 365 Authentication Issue.
• Partial payment when deleting and re-adding line broke the link to the original PO.
• UDF import issue

v2026.002.02

✨ Improvements and New Features

• Mobile Barcode Scanning: Added the ability to use a phone or tablet camera to recognize barcodes when using the Inventory and Asset Scanner feature. (Use Global Setting 79 to active this feature)

• MIP Required Segment: Microix now enforces MIP required segments when applying offset entries. Previous configurations are no longer supported and must be reconfigured in MIP as described in this article. Learn More Here
  
• All Document List: The Last Approved column has been renamed to Last Action and now reflects the most recent action based on document audit history. The documents will also sort based on the last action date in descending order
• AI Assistance Improvements: Added contextual suggestions to AI Assistance to help users better understand available data and formulate more effective questions.
• Reimbursements Update: Travel Reimbursement has been relabeled to Reimbursements to support all reimbursement types beyond travel. Additionally, the list of categories was expanded from 6 to 14.
• Invoice Validation: Invoice numbers are now validated for duplicates at entry, rather than only during transfer to MIP Accounting.
• Re-Routing: When a document is re-routed, the system now displays both the originating approval level and the destination level.
• Bulk Transfer to MIP Accounting: Encumbrances and inventory transactions are now included in the bulk transfer process. Effective date can be set but will apply for all selected documents.
• Audit Trail Enhancement: An audit trail entry is now recorded when a report is deleted.
• Partial Pay Invoice: If purchase order and invoice contain the same user defined fields, the values from the PO UDF will be sent to the Invoice UDF
• Transfer to MIP: When transferring to MIP, both document date and effective date can be set before transfer to MIP. Learn More Here
  
• Revamp inventory warehouse transfer Process. Prior to Modern version, one document managed both source and destination location. With this release, the process now includes two separate documents called Warehouse Transfer IN and Warehouse Transfer Out. Customers upgrading from classic version will require to void any in-process warehouse transfer documents or complete them before upgrading to Workflow Modules Modern
• This release requires .NET 10.x (Core). Systems must be upgraded to .NET 10.x before installing but should not require server reboot.
• When transferring invoices or cash disbursements to MIP Accounting along with global setting 128, Microix document number can be added to MIP document description if the reference number differs. This ensures the source document remains identifiable when the number is converted to an invoice or other reference number.

🐛 Bug Fixes

• Resolved reported issues related to importing documents, inventory, and users.
• Resolved minor issues related to Inventory Tracking Maintenance page.
• Resolved issues with encumbrance modifications when adjusting quantities.
• Resolved issue with Forms Designer displaying unrelated forms and reports.
• Added system audit when deleting a report from Report/Forms Designer.
• Fixed automated approval alerts being sent to excluded approval levels.
• Resolved an issue where bank feeds errored, preventing credit card activity downloads.
• Resolved several minor issues on the Inventory Item Master, setup, physical count, and warehouse transfers.
• Resolved issues with bulk updates when searching and replacing custom values with GL lengths less than five characters.
• Resolved purge functionality that was excluding invoices.
• Receiving list was showing purchase orders waiting to be received even if receiving was not required and was transferred for payment.
• Forms Designer when a custom form is set as default, the Microix default form is hidden so staff are not confused about which form to print.

v2025.012.13

✨ Improvements and New Features

• Added a new “Batch Transfer” button allowing Accounts Payable to transfer multiple documents simultaneously to MIP Accounting. Learn More Here
• The “Show All” option is now available even when attachments include non-PDF file types. When used, only PDF documents are combined; non-PDF attachments must still be viewed individually.
• Improved email-based approval handling to prevent unintended automatic approvals caused by malware or security URL inspection.
• Inventory: Added a new menu item, “FDA Recall,” allowing users to search for food or drug items that may have been recalled.
• Bank Feed, Travel Expense, and Invoice Capture now include a currency conversion option, accessible when granting permission to the “Bulk Update” button.
• User Maintenance: Added a new option to lock out users from logging in to the application. This is useful during scheduled maintenance or hosting server updates.
• Audit Trail Sorting: Allow users to sort by date/time

🐛 Bug Fixes

• Fixed an issue where inactive document prefixes were incorrectly used when creating new documents.
• Resolved issues with SMTP and IMAP mail services related to Office 365 OAuth2 authentication.
• Corrected a problem where, after transfer of encumbrance, the printed document watermark did not display “Approved.”
• Fixed an issue where transferring an invoice that was captured and linked to an existing purchase order to MIP Accounting caused the purchase order to remain open when it should have been closed.
• Template for Import Documents was missing UDF fields
• Unable to edit quantity when creating an encumbrance modification

v2025.001.4 - November 11, 2025

✨ Improvements and New Features

• Automated Recurring Payment Setup: We've added a new Recurring Payment helper to the Bulk Update tool. Instead of creating monthly payment lines manually, this wizard will generate them for you, simplifying the setup of annual contracts and allowing partial payments to be applied to each month. Learn More Here
• Two\Three-way match requirements: when using invoice capture and linking to an existing approved purchase order. Learn More Here
• Scheduled Maintenance Notifications: The home page will now display a notification banner to alert all users of upcoming planned maintenance.
• Reports>Download Attachments: Added a column to see expense coding if further filters are required based on account value.

🐛 Bug Fixes