Current Modern Resources for Microix Clients (Based on Modules/Features Owned)
General Modern Resources
- What's New in Version 2026 & Breaking Changes
- Workflow Modules Modern Release History - Knowledge base
- Workflow Modules Modern - Knowledge base
- Workflow Modules Modern - YouTube
Modern Quick Start Guides
- Modern Purchase Order Requester and Approver Quick Start Guide
- Modern Timesheet Requester and Approver Quick Start Guide
- Biometric Timeclock Quick Guide -TBD
- Inventory Module Quick Start Guide (In progress)
- Asset Tracking Quick Start Guide (In progress)
- Barcode Scanner Quick Guide (in progress)
- Budget Module Quick Start Guide -TBD
Information on the Three New Modern Requisition Module Add‑Ons
🧾 Invoice Capture
- Sales Overview & Recorded Demo: Sales - Invoice Capture Feature - Knowledge base
- Support / KB Article: Workflow Modules Modern - Two/Three -Way Match with Auto Receiving – Invoice Capture Overview - Knowledge base
✈️ Reimbursement
- Sales Overview & Recorded Demo: Sales - Reimbursement Feature - Knowledge base
- Support / KB Article: Workflow Modules Modern - Travel Reimbursement Setup and Use - Knowledge base
🏦 Bank Feed (Single)
- Sales Overview & Recorded Demo: Sales - Bank Transaction Feature - Knowledge base
- Support / KB Article: Workflow Modules Modern - Bank Feed Setup - Knowledge base
Attn: Microix Administrator -Core Responsibilities & Key Processes
KB-Core Daily Tasks Every Microix Administrator Must Know:
· Adding a New User and Sending a Welcome Email
· How to Set or Review Security Permissions for a User
· Granting Permissions Using Role Templates
· Signing In as Another User (Admin Only)
· How to Inactivate a User Account and Reclaim a Web License
KB-Workflow & Approval Management-Related to routing, approvals, and document movement.
· How to Create a New Workflow
· How to Add/Edit Approval Level Titles
· How to Assign a Substitute Approver
· Requiring Approvers to View Attachments Before Approving
· How to Change a Document’s Status / Move a Document
· Understanding My Document List, Approval List, and Document Search