Munis Help Central

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

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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

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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

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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)

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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

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Finance: Video Training 7

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

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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

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