Current Modern Resources for Microix Clients Upgrading to Modern (Based on Modules/Features Owned)
General Modern Resources
- What's New in Version 2026 & Breaking Changes
- Workflow Modules Modern - YouTube
- Workflow Modules Modern Release History - Knowledge base
- Workflow Modules Modern - Knowledge base
- Helpdesk - Workflow Modules Client – End of Feature Development Notice - Knowledge base
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
Formal Training Availability
If you are new to Microix or need refresher training, please let us know which module(s) you need training for so we can connect you with your MIP | Microix representative to prepare a quote.
Available Roles per Module
Administrator / Super User Training
or a * 1‑Hour System Review & Assessment of Hours per Database
Requester Training
Approver Training
Administrator / Super User Training or a * 1‑Hour System Review & Assessment of Hours per Database
Requester Training
Approver Training
*This session is designed for systems that are not fully implemented or require a discussion on best practices, adjustments to the current setup, or ways to maximize the software’s benefits. With the client’s permission, the consultant will review the current configuration to complete a thorough assessment and determine the number of hours required.