Abila MIP Fund Accounting

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1 Abila MIP Fund Accounting What's New in Abila MIP Version ? Our most recent release, , provides users with tools to prevent fraud within their organizations. Fraudulent activity can occur in an organization every day, with the people you trust most. The new features this release delivers will help you put the day-to-day processes in place to help you detect and deter fraud and take action before it is too late: ABILA MIP - FRAUD DETECTION FUNCTIONALITY Alerts are created to keep users informed about important activities going on within the application. This includes potential day-to-day fraudulent activities that might otherwise go unnoticed. Auditors can more easily navigate your organization's records and access key information on MIP users and their job function. This can help pinpoint suspicious activity or rights abuse within the organization. Ensure terminated employees are no longer allowed to access MIP. Lock out former employers to prevent them from being able to commit fraudulent or damaging activity. Organizations are at risk for fraudulent activity when single users consistently work with a vendor for an extended period of time. Easy visibility to specific user and vendor relationships can be very helpful for internal investigation and audit purposes. MIP Fund Accounting Version allows you to prevent users who should not have access, from being able to view actual account numbers. Your organization can decide to have users be forced to change their passwords at specific times or time intervals. With custom payroll vouchers now available in format, a full digital trail allows you to track where payroll information is sent. 1

2 What's New in Abila MIP Fund Accounting Version ? This tax release contains state withholding tax formulas for the state of Wisconsin. This information is based on changes to tax withholding formulas taking effect on April 1, Reminder: to complete the tax update process you may need to manually update your state unemployment tax and/or other tax code rates, wage limits and/or amounts. Enhancements have been made to our Human Resources and Employee Web Services modules as follows: Human Resources There are new queries for the Timesheet Submit Log and Leave Requests. The new Timesheet Form VI is an additional option for the default timesheet in Employee Web Settings. Employee Web Services A new timesheet form (VI) has been added that allows employees to enter time in a grid format. The grid shows all days in a pay period, and all valid cost center and wage code combinations. A new form has been added in the Personal menu that allows employees to add their own dependent information. Staff Timesheet Pivot Table now has a filter called 'Role' that allows you to filter the table to show only the employees for which you are the manager, supervisor, or secondary supervisor. The timesheet Entry Log now includes changes to cost centers and earnings codes. What s New In Abila MIP Version ? Abila MIP version tax release contains state withholding tables that will be effective for the 2014 calendar payroll year. Changes in state withholding tax formulas apply to: Illinois Oklahoma Oregon Massachusetts Michigan North Dakota Puerto Rico Vermont 2

3 What's New in Abila MIP Version ? Abila MIP version tax release contains federal withholding tables that will be effective for the 2014 calendar payroll year. The release also contains the latest Federal published tax information, as of 12/11/13. The Social Security wage base increased to $117,000 and the Employee Social Security withholding rate remained 6.2%. The withholding allowance and the percentage method income tax withholding tables were updated. The nonresident alien salary gross up increased. Additionally, changes in state withholding tax formulas apply to: California Connecticut Delaware Kansas Kentucky Maine Minnesota New Mexico New York North Carolina Rhode Island Human Resources Module HR Processes now allows you to add a process on multiple dates. For example, an annual performance review can be added one time but the process can reoccur each year. The new fields related to ing payroll vouchers are added to Details> W2/Voucher tab. What's New in Abila MIP Version 2014? Abila MIP Version 2014 provides Major updates to the Abila MIP Mobile App. Other enhancements have been made to Accounts Receivable Billing, Accounts Payable, and include the ability to Payroll Vouchers. Download What's New in MIP v2014 3

4 ABILA MIP MOBILE ENHANCEMENTS Interactive Reports provide users with the ability to review their Balance Sheet and Statement of Revenues and Expenditures with drill down functionality. Interactive Reports allow users to view custom report formats created in the desktop version of MIP for the Balance Sheet and Statement of Revenues and Expenditures. Interactive Reports can be viewed on the mobile device or exported to Excel or PDF for sharing with others. MIP Reports allow users to review their General Ledger Analysis reports directly on their mobile device or in Excel. Users with the available security rights are able to clear User Seats directly from their mobile device. Hosted MIP users can view logs of recent backups of their MIP database hosted by Abila. On-premises users have the ability to initiate a backup their MIP database directly from their mobile device. ACCOUNTS RECEIVABLE AND BILLING ENHANCEMENTS New reports are available for Accounts Receivable Billing updates include: calculated invoices, calculated finance charges and calculated invoices and finance charges. The pre-payment process has been enhanced to a better user experience. The addition of a prepayment Transaction Source Code has been created for use with distribution codes. Prepayments can no longer be made In Accounts Receivable Credits; users must go through Accounts Receivable Receipts. ACCOUNTS PAYABLE ENHANCEMENTS Users are able to reverse the voids of individual items in a voided batch. Users are able to edit an unposted batch and access the session if a check is voided by mistake. ALSO INCLUDING THE ABILITY TO PAYROLL VOUCHERS 4

5 What's New in Abila Human Resources Version 2014? Please note: You must be on the Abila MIP Fund Accounting v or higher before upgrading HR and EWS to v HUMAN RESOURCE ENHANCEMENTS The Check For Updates menu item in Help is no longer available. Future updates to the HR product will be made available via Abila Auto Update. Timesheet Approver is now an option in the Employee info query. Users will now see a Required checkbox if an HR Process is set as required in the HR Processes setup. A Process Log is now created when Regular/Supplemental Timesheets are loaded in HR. This will allow users to see who and when timesheets were loaded. Audit records are created when HR processes are assigned to employees. When job codes are assigned to employees the exempt and OT eligible defaults flow through to the employee record. Mass updates can now be made to EWS Employee Web Settings. Mass update options include: Default Cost Center, Default Earnings Code, Default OT Earnings Code, Cost Center for OT, Default DT Earnings Code, Default Leave Cost Center, Default Earnings Code for Leave, Timesheet Approver. Double Time is now included as a part of the Earn Def map in the timesheet import process. Employee Certifications that are expired are now grey so you can tell which ones are expired which ones are active. The Report Writer now has a default data set for HR processes. The Web Timesheet by Cost Center Report now has a grand total on the report. What's New in Abila Employee Web Services Version 2014? EMPLOYEE WEB SERVICES ENHANCEMENTS The Timesheet I now has the option to have OT and no Unpaid Breaks When an HR process is assigned to a user, the user will receive a message in the message center alerting them of the task to complete. A message will be sent to the employees message center one week prior to the start date of a leave request. This will keep employees from forgetting to enter their leave time for an approved leave request. Travel Date has been changed to Expense Date to better describe all expense entries in the expense entry form. 5

6 Abila MIP Fund Accounting System Requirements Effective 7/1/2014 You should meet or exceed the following system requirements for Abila MIP Fund Accounting. Also note the optional Alerts (IIS) Server requirements at the end of this document. Server: Any computer that is running the Microsoft SQL Server, which houses the MIP database(s). This server computer could also be used as a workstation. Server Hardware and Software Requirements Operating System* (choose one) Windows Server 2012 R2 (32-bit and 64-bit) Windows Server 2012 (32-bit and 64-bit) Windows Server 2008 R2 (32-bit and 64-bit) - SP1 Windows 8.1 (32-bit and 64-bit) Windows 8 (32-bit and 64-bit) Windows 7 (32-bit and 64-bit) - SP1 Note: The latest service pack is recommended. **See below for additional supported operating systems. SQL Server** (choose one) SQL Server 2012 (32-bit, 64-bit, and Express) SP1 SQL Server 2008 R2 (32-bit, 64-bit, and Express) SP2 Note:The latest service pack is recommended and Advanced Services can be installed with the Express version of Microsoft SQL. *See below for additional supported SQL Servers. Note: The SQL Server, regardless of version of type, must be installed using mixed-mode authentication. Note: For systems with the Advanced Security module, full Microsoft SQL (32-bit or 64-bit) is recommended to avoid database constraints when using the Advanced Organization Audit. Processor (CPU) 2.0 GHz or faster. Dual Core or greater is preferred. 6

7 Note: Larger networks and databases require faster processors. Framework Microsoft.NET Framework 4.5, Full Profile. Note: You must install this framework before running the Abila MIP Server installation. Memory (RAM) 8 GB recommended. More memory may be required for larger databases. Note: Please refer to your SQL Server requirements. Available Disk Space 16GB recommended. Note: Hard Disk Space will need to increase as your database size increases. For systems with the Advanced Security module, additional space may be required depending on setup of Advanced Organization Audit. Media, Optional DVD ROM drive (Web-based product downloads are primarily utilized.) Connectivity Internet accessible with the latest browser service pack. Additional Notes A RAID array should be installed and configured depending on your tolerance for disk failure. Microsoft recommends that write-caching capabilities of disk controllers be disabled (unless the manufacturer specifically specifies SQL Server database compatibility). Workstation(s): Any end-user computer that is running Abila MIP and/or the HR Management module for Abila MIP. Workstation Hardware and Software Requirements Operating System* (choose one) Windows 8.1 (32-bit and 64-bit) Standard edition or greater Windows 8 (32-bit and 64-bit) Standard edition or greater Windows 7 (32-bit and 64-bit) - SP1 Professional edition or greater Windows Server 2012 (32-bit and 64-bit) Windows Server 2008 R2 (32-bit and 64-bit) - SP1 Note: The latest service pack is recommended. 7

8 Framework Microsoft.NET Framework 4.5, Full Profile. Note: You must install this framework before running the Abila MIP Workstation installation. Processor (CPU) 2.0 GHz or faster. Dual Core or greater is preferred. System Memory (RAM) 4 GB minimum. 8 GB recommended for optimal performance. Available Disk Space 3 GB minimum. 5 GB recommended for optimal performance. Note: Please refer to your Operating System requirements. Video Adapter Capable of 1024x768 resolution (1280x1024 resolution optimal) 32-bit color Printer Laser printer (local or network) Connectivity Internet accessible with latest browser service pack. Note: For systems with the Visual Analyzer module - Windows Internet Explorer 10 is recommended. An system that is compliant with 32-bit MAPI is required for immediate ing of reports and report binders within the system and Electronic Recquisitions. SMTP ing is supported for alerts, ing of forms and scheduling s to be sent using the Scheduler module. *Additional Supported Server/Workstation Operating Systems and SQL Servers: While these Operating Systems and SQL Servers are not recommended as highly as the ones listed above, the Abila Customer Support team will troubleshoot and help to the best of their ability. Should an Abila software defect be discovered on these Systems, Abila will attempt to resolve the problem in a future release or will suggest a viable workaround. Abila will give prior notice before ending its support of these systems. Microsoft Windows Server 2008 (32-bit and 64-bit) - SP2 - Supported but not recommended Microsoft Windows Vista Business (32-bit and 64-bit) - SP2 Note: Support of Windows Vista Business will discontinue with the 2015 spring release. 8

9 Microsoft Windows SQL Server 2008 (32-bit and 64-bit) SP3 supported but not recommended Microsoft Windows SQL Server 2005 (32-bit and 64-bit) SP4 supported but not recommended Optional, Alerts (IIS) Server: The Real time Alerts feature requires a server running IIS on the network. We do not recommend that it be installed on the same machine running SQL server. It cannot be installed on a domain controller. In addition, it should not be installed on a Mail/Exchange server. Hardware and Software Requirements Processor (CPU) 2.0 GHz or faster. Dual Core or greater is preferred. Note: Itanium processor not supported. Memory (RAM) 2 GB minimum. Network Components 100 MB Network card Operating System (choose one) Windows Server 2012 (32-bit and 64-bit) Windows Server 2008 R2 (32-bit and 64-bit) - SP1 Windows 8.1 (32-bit and 64-bit) Standard edition or greater Windows 8 (32-bit and 64-bit) Standard edition or greater Windows 7 (32-bit and 64-bit) - SP1 Professional edition or greater Note: The latest service pack is recommended. Note: If IIS Web Server is on a machine using a Windows 7, 8, or 8.1 Operating System, the system has a 10 concurrent connection limitation. This is a known Microsoft restriction when using Windows 7, 8, or 8.1 as the Alerts Server..NET Framework Microsoft.NET Framework 4.5 Full Profile Note: You must install this framework before running the Abila MIP installation. Internet Information Services (IIS) IIS 7.5 or higher (This installation wizard will prompt you to install IIS 7.5, if it is not already installed.) 9