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

Using MIP Accounting, navigate to:

Activities → Display Balances → Available Budget Balance and enter the filters related to the budget you are seeking. Filter should include all the segments that were used to record the budget transaction. 

This is the official report Microix uses for comparison.

Step 2: Verify Budget in Microix

In Microix Workflow Modules Modern, go to:

Maintenance → Organization Workflow and verify the Budget Segments (general option tab) only include the account segments that where budgeted in MIP Accounting (Segment filter used in Step 1).

Purchase Order → Display Account Balances

Apply filters:

• From and To Date

• Select Workflow and click the View button

• Verify results match Step 1

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.