Overview

Sometimes users may need to search for invoices and payments made by other users that were not originally submitted by them. Microix provides search and reporting features, but the level of access depends on the security permissions assigned to your user role.

This article explains the prerequisites and the different options available to locate vendor invoices and payments made in MIP Accounting.

Prerequisites

Before you can search for invoices and payments outside of your own submissions, you must meet one of the following conditions:

1. You are an approver in the workflow(s) related to the documents you want to search.

   • Use Document Search to find invoices in Microix.

   • Use the Activities button to see related payments.

2. You are not an approver but require broader access.

   • In this case, your Microix Administrator must grant you additional permissions to view all invoices and payments. Can apply the option related to non-approvers in the next section.

Options for Non-Approvers

If you are not an approver, you still have ways to search for vendor invoices and payments, depending on the permissions your administrator grants:

Option A: Document Search & Activities

• The Microix Administrator can enable the following permissions on the Maintenance > Security page:

  • Select Role "Admin" search and select "Document Search", select user and click the add button

  • Select Button/Functions search and select "Activities" and "Show All", select user and click the add button

This allows users to:

• View all Microix documents (not just their own).

• Perform a search for specific invoices.

• Review related activities, including payments.

Option B: Vendor List & Activities

• The Microix Administrator can instead grant permission to:

  • Select Role Admin search and select Vendor List, select user and click the add button

  • Select Button/Function search and select Activities, select user and click theadd button

This allows users to:

• Open the vendor list.

• Use the Activities button to search for invoices and payments related to specific vendors.

Summary

• Approvers automatically have access to search documents in their workflow.

• Non-approvers need additional permissions from a Microix Administrator.

• Depending on the granted permissions, users can either:

• Use Document Search + Activities, or

• Use Vendor List + Activities to locate invoices and payments.

If you are unable to see invoices or vendor payments, please contact your Microix Administrator to confirm your security permissions.