Troubleshooting Available Budget Balance

Use this article to help verify or troubleshoot discrepancies between Microix and MIP available budget balances.

Important: Microix recommends verifying the budget balance using the "Available Budget Balance" report in MIP—not customized or modified reports.

Step 1: Verify Budget in MIP

In MIP Accounting, navigate to:

Activities → Display Balances → Available Budget Balance and provide all the filter criteria to before viewing MIP's budget 

This is the official report Microix uses for comparison.

Step 2: Verify Budget in Microix

In Microix, go to:

Purchase Order → Display Account Balances

Apply filters:

• Account Codes

• From and To Date

✅ Ensure the account filters and date range exactly match the ones used in MIP.

Step 3: Compare and Troubleshoot

If balances do not match between MIP and Microix:

• Confirm:

  • Matching budget periods

  • Identical account filters

  • budget version used by Microix matches MIP's default budget version

  • Number of segments are identical 

🔍 Segment Matching Example:
If your MIP setup has 5 segments but only 3 segments were used to define the budget, Microix should only check those same 3 segments, not all 5. (See workflow general tab for the number of segments Microix will used to verify a budget in MIP)

Step 4: Handling Discrepancies

• If MIP’s report is correct but Microix displays incorrect values:

  • Email screenshots of your Microix settings and MIP report to support@microix.net for assistance.

Additional Troubleshooting for Budget Check within a PO Document

If you're checking the budget using the budget icon within a PO document and Microix shows incorrect values:

Step A: Review the "Retrieve YTD Budget" Option

• If "Retrieve YTD Budget" is enabled:

  • Microix calculates from Fiscal Year Start to Current Date.

  • You must match the date range in MIP accordingly for comparison.

• To check budget against the full fiscal year, uncheck this option in Microix.

For Organizations with Grants Using Different Fiscal Year Ends

If you're still seeing incorrect balances in PO documents:

• It's possible that budget control is limited to grant years instead of fiscal years.

• If certain grants have custom date ranges:

  • Adjust the MIP report date range to match,

  • Or remove the grant date restrictions in Microix to default to fiscal year controls.