Munis Help Central

Getting Started 2

• FAQ
• How Do I Change My Tyler Hub Landing Page?

FINANCE: Chart of Accounts 0

FINANCE: POs and Contracts 7

• *CONTRACTS: Entering a New Contract
• *CONTRACTS: Change Order
• *CONTRACTS: Printing Documents From TCM
• CONTRACTS: Print Contract Summary with ReadyForms
• *PURCHASING: Requisition Entry

View all 7

FINANCE: Vendors and Payments 8

• *VENDORS: Create a NEW Vendor
• *VENDORS: Reactivate a Vendor
• *VENDORS: Updating Vendor Information
• *VENDORS: How to Search for a Vendor
• *PAYMENTS: Entering AP Invoices

View all 8

FINANCE: Receivables 9

• Create a CUSTOMER
• GB INVOICES: Creating a General Billing Invoice
• GB INVOICES: Creating Recurring Invoices
• GB INVOICES: Print Invoices with ReadyForms
• RECEIPTS: Receiving Payment on a GB Invoice

View all 9

DATA & REPORTING 3

• UPGRADE 2021: Changing Data Sources in PowerQuery / PowerBI
• DATA / REPORTING: Basics-Connecting to TylerERP Data
• TCM: Introducing the New TCM Web Viewer

WORKFLOW: Review & Approvals 8

• PCARDS: Purchase Card Receipt Entry
• WF: Approve Invoices (API)
• WF: Approve Requisitions (REQ)
• WF: Approve Purchase Order Changes (POM)
• WF: Approve Contracts (COE)

View all 8

Human Resources 6

• HR: Accessing Emergency Contact Info
• HR: Munis Evaluations - Viewing Evaluation Status
• HR: View Pending Evaluations in Munis-Video
• HR: Munis Employee Data Inquiry
• HR: Munis Position Control Inquiry

View all 6

Finance: Video Training 7

• Accounts Payable Video
• Approvals How To Video
• Cash Receipting How To Video
• General Billing Video
• Purchasing Video

View all 7

FINANCE: Year-End Instructions 3

• FY24 Grants Year End Process
• FY24 Purchasing - TylerERP Year End Processes
• FY24 Dept Guidance for Fiscal Year End

IT 1

• Clear Browser Cache

New Fiscal Year Checklist - ERP 2021.x 3

• Section 1: PREPARING TO WORK IN NEW FISCAL YEAR
• Section 2: PREPARING FOR YEAR END CLOSE
• Section 3: YEAR END CLOSE PROCESS

Smartsheet Documentation 2

• Backups for Smartsheet
• How to Audit your Smartsheet Account