Mobile Barcode Scanning: Added the ability to use a phone or tablet camera to recognize barcodes when using the Inventory and Asset Scanner 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.
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.
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
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
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.
Transfer Error: Resolved an error related to the 'ANT' (Do Not Transfer to MIP).
Vendor 1099: Fixed an issue where the vendor default 1099 value was not added to the transaction line.
Import Template: Issue to create import template was resolved
Invoice Capture: When an invoice was linked to a purchase order, users were unable to add a new line item for shipping, which resulted in a red screen error.
Receiving Notification: When receiving notifications were sent, levels not included in the document workflow were also receiving the message.