Upgrade to Modern Workflow Modules: What to Expect
🔄 Upgrade to Modern : What to Expect
📌 Important: On-Premise users will experience slight differences in the upgrade process.
✅ Eligibility Criteria for Modern Workflow Module (s)
To qualify for the upgrade:
- ✔️ Please refer to the link for Modern Workflow Module(s) release dates-Whats New
(Exceptions apply if you own other Microix module (s) not released, but plan to implement them in Modern later) - ✔️ Environment: On-Premise or MIP MT Cloud Hosted
Note – On‑Premise IT Participation Required
If your organization is on‑premise, your IT team must be available during the upgrade window to assist with access and environment‑specific steps. Please review the Modern Technical Q&A for preparation guidance.
📦 Included in the Upgrade
- 60-day trial of the following 3 add-ons:
- Invoice Capture
- Bank Feed
- Travel Reimbursement
- ⏳ Add-ons can be purchased at any time (before, during, or after trial)
- ⚙️ Setup time required for each add-on
- 🔗 Additional info: Sales - Microix Modern PO Trial Period – FAQs - Knowledge base
🛠️ Upgrade Process Overview
🔧 Step 1: Microix Upgrade (After Hours – Minimal Impact)
- Modern Module Migration (~30 mins)
- Attachment Extraction (~5 mins per 5,000 attachments)
⚙️ Step 2: MIP Configuration (Business Hours – ~1 Hour)
- System paths and permissions setup
- Move attachments to permanent location
- ⚠️ Possible brief interruption to requisition or attachment access during this step
🚨 Key Considerations Before Upgrading
- 🔁 No option to revert to Classic version once upgraded
- 📄 Custom reports/forms/layouts from Classic do not transfer
- 🖨️ Batch scanning not available in Modern
- 🔐 Users must reset passwords after upgrade
- 📧 All users must use domain-based email addresses
- 👤 Existing Concurrent User Licenses will be converted to Web Licenses in Modern. Additional web user licenses may be required
📚 Training Options
🆓 Free Option:
- Your designated Microix Admin can leverage both links below to train staff internally.
💼 Paid Option:
- Purchase 4 hours of Admin-level Modern Training. This is ideal for teams seeking hands-on coordination during the upgrade process. The trained Admin can then lead staff training tailored to your organization’s workflow
✅ Ready to Upgrade?
- Go to the Whats New and click on the Request|Schedule button to complete the form and reserve a spot in our upgrade schedule. If you don’t receive a reply within two business days, please reach out to sales@microix.net so we can follow up with our team.
📘Helpful Resources:
· Visit What's New
· End of Feature Development Notice -Workflow Modules Modern - Workflow Modules Client – End of Feature Development Notice - Knowledge base
· Microix Modern Knowledge Base Articles-Workflow Modules Modern - Knowledge base
Videos and Interactive Tours – Microix Modern Requisition
Microix Modern Requisition Videos:
Microix v2025 - What's New in the Upgrade?
Microix Requisitions Ver. 2025 Introduction
New! (3) Optional Add-ons
Microix - Invoice Capture AI OCR
Microix - Travel Reimbursement
— The Microix Team
📧
sales@microix.net