🧾 Microix Modern PO – New Add-Ons Trial Period FAQs

🧪 Microix Modern PO – Trial Feature Overview

❓ Included Add-Ons (Trial Basis)

• Invoice Capture
• Bank Feed
• Travel Reimbursement

⏳ Trial Details

• Duration: 60 days
• Start: Begins once the client has access to the Modern software
• Deactivation: If not purchased, access to trial features will be disabled after 60 days. Documents created during the trial remain intact.

📚 Resources & Setup Options

🔹 Invoice Capture

• Interactive Tour
• Demo available or request live demo
• KB Articles:-Workflow Modules Modern - Two/Three -Way Match with Auto Receiving – Invoice Capture Overview - Knowledge base
• Optional Paid Support: 1 hour recommended for consultant-led setup

🔹 Travel Reimbursement

• Interactive Tour
• Demo available or request live demo
• KB Article: Workflow Modules Modern - Travel Reimbursement Setup and Use - Knowledge base
• Optional Paid Support: 1 hour recommended for consultant-led setup

🔹 Bank Feed

• Interactive Tour
• Demo available or request live demo
• KB Article: Workflow Modules Modern - Bank Feed Setup - Knowledge base
• Trial Limitations:
• No test data provided
• Preview only
• Optional Paid Support:
• 1 hour for connectivity testing
• Recommended 4 hours for full setup post-trial
• PLAID Integration Notice:

• Compatibility is determined via API (12,000+ institutions)
• Clients may confirm with their bank or purchase 1 hour support to test
• If incompatible, no purchase required; CSV import remains available

🧩 Trial Use in Live Database

• Invoice Capture and Travel Reimbursement may be used live during trial if setup hours are available or purchased
• Documents created remain accessible even if add-ons are not purchased

💳 Purchasing Add-Ons

• Add-ons may be purchased before, during, or after the trial
• Contact your MIP Microix Representative or email sales@microix.net
• Ensure:

• Demo is provided
• Setup hours are clearly outlined in the quote

🛠 Support Guidance During Trial

• Support will assess whether assistance is technical or training-related
• Training/setup requests will be referred to Sales for a quote
• If services are declined, KB articles may be shared: