Workflow Modules Modern Release History

v2026.003.16

✨ Improvements and New Features

• AI-captured invoices linked to an approved Microix Purchase Order will display validation messages if they cannot be processed. This typically occurs when the purchase request is still waiting for a purchase order number assignment (if that feature is enabled)
• Added a Partial Pay button to My Document List, allowing requesters to submit payment requests for their approved purchase orders (permission required for the button via User Security Button/Function).

• Requesters can now change workflows while the Inventory module is active, provided the available list of workflows are assigned to the same inventory location.
• Invoice Capture now uses the original Purchase Order description when linked to an existing Microix Purchase Order.
• Added Required/Due Date columns to both the Document List and Approval List.

• Added Global Setting 10 to allow summarizing offset transactions during transfer.
• Account titles will now be displayed on the Purchase/Invoice entry form, controlled by Global Setting 80 “Show account title on document entry form”.

• Enhanced HTML email approval security by setting Acknowledged as the default behavior (Global Setting GSID 6). This change prevents unintended approvals caused by antivirus or email scanning tools, which can automatically trigger approval actions without the approver’s involvement.

  With this setting enabled, approval actions must be explicitly completed in two steps: first from the email, and then again on the redirected page. This ensures that no document is approved unless the approver intentionally completes both actions.

📌NOTE: If this level of protection is not required, you can revert the behavior by setting the Global Setting (GSID6) to 0.

• When using distribution codes, the system allows users to edit the coding and percentage. If you do not want users to make changes to the distribution code, a new Global Setting (GSID 469) has been added to disable editing.
• Added a Video Tutorial page under the Support menu to help new users quickly become familiar with commonly used features and tasks related to their roles as a Requester or Approver. Additional videos for AI Capture, Bank Feed, and Reimbursements will be made available in future releases.

• Improved the Microix Modern mobile experience by enabling full menu access on phones and small-screen devices. Many complex processes/pages are not fully optimized for mobile, but continued improvements are planned in upcoming releases

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v2026.002.23

✨ Improvements and New Features

• Invoice Capture performs automatic line-level matching between invoice detail lines and purchase order lines when a valid Microix PO number is present on the captured invoice. Workflow Modules Modern - Two/Three -Way Match with Auto Receiving – Invoice Capture Overview - Knowledge base
• When processing a linked invoice, the system routes the invoice either to the purchase order’s current approval level or to a predefined routing level configured in Global Settings. An approval notification is then generated for the designated approver.
• Non-linked invoices that utilize a distribution code are automatically submitted into the approval workflow, and an email notification is generated.
• Net Due Days on PO/Invoice entry form was added in the vendor section. If Document date is changed, Net Due Days will be recalculated.

• Add asset image to the Asset Master report

• When creating a Partial Payment or a Payment linked to an encumbrance, the form will indicate which line is linked to the purchase order and which is not by displaying a different class icon.

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🐛 Bug Fixes

• Resolved minor bugs reported for timesheet and inventory.
• Resolved minor bugs reported for display account balance.
• Resolved an issue in Invoice Capture where editing a previously captured invoice could cause it to be replaced with the most recently captured invoice.
• Resolve Office 365 Authentication Issue.
• Partial payment when deleting and re-adding line broke the link to the original PO.
• UDF import issue

v2026.002.02

✨ Improvements and New Features

• Mobile Barcode Scanning: Added the ability to use a phone or tablet camera to recognize barcodes when using the Inventory and Asset Scanner feature. (Use Global Setting 79 to active this feature)

• MIP Required Segment: Microix now enforces MIP required segments when applying offset entries. Previous configurations are no longer supported and must be reconfigured in MIP as described in this article. Learn More Here
  
• All Document List: The Last Approved column has been renamed to Last Action and now reflects the most recent action based on document audit history. The documents will also sort based on the last action date in descending order
• AI Assistance Improvements: Added contextual suggestions to AI Assistance to help users better understand available data and formulate more effective questions.
• Reimbursements Update: Travel Reimbursement has been relabeled to Reimbursements to support all reimbursement types beyond travel. Additionally, the list of categories was expanded from 6 to 14.
• Invoice Validation: Invoice numbers are now validated for duplicates at entry, rather than only during transfer to MIP Accounting.
• Re-Routing: When a document is re-routed, the system now displays both the originating approval level and the destination level.
• Bulk Transfer to MIP Accounting: Encumbrances and inventory transactions are now included in the bulk transfer process. Effective date can be set but will apply for all selected documents.
• Audit Trail Enhancement: An audit trail entry is now recorded when a report is deleted.
• Partial Pay Invoice: If purchase order and invoice contain the same user defined fields, the values from the PO UDF will be sent to the Invoice UDF
• Transfer to MIP: When transferring to MIP, both document date and effective date can be set before transfer to MIP. Learn More Here
  
• Revamp inventory warehouse transfer Process. Prior to Modern version, one document managed both source and destination location. With this release, the process now includes two separate documents called Warehouse Transfer IN and Warehouse Transfer Out. Customers upgrading from classic version will require to void any in-process warehouse transfer documents or complete them before upgrading to Workflow Modules Modern
• This release requires .NET 10.x (Core). Systems must be upgraded to .NET 10.x before installing but should not require server reboot.
• When transferring invoices or cash disbursements to MIP Accounting along with global setting 128, Microix document number can be added to MIP document description if the reference number differs. This ensures the source document remains identifiable when the number is converted to an invoice or other reference number.

🐛 Bug Fixes

• Resolved reported issues related to importing documents, inventory, and users.
• Resolved minor issues related to Inventory Tracking Maintenance page.
• Resolved issues with encumbrance modifications when adjusting quantities.
• Resolved issue with Forms Designer displaying unrelated forms and reports.
• Added system audit when deleting a report from Report/Forms Designer.
• Fixed automated approval alerts being sent to excluded approval levels.
• Resolved an issue where bank feeds errored, preventing credit card activity downloads.
• Resolved several minor issues on the Inventory Item Master, setup, physical count, and warehouse transfers.
• Resolved issues with bulk updates when searching and replacing custom values with GL lengths less than five characters.
• Resolved purge functionality that was excluding invoices.
• Receiving list was showing purchase orders waiting to be received even if receiving was not required and was transferred for payment.
• Forms Designer when a custom form is set as default, the Microix default form is hidden so staff are not confused about which form to print.

v2025.012.13

✨ Improvements and New Features

• Added a new “Batch Transfer” button allowing Accounts Payable to transfer multiple documents simultaneously to MIP Accounting. Learn More Here
• The “Show All” option is now available even when attachments include non-PDF file types. When used, only PDF documents are combined; non-PDF attachments must still be viewed individually.
• Improved email-based approval handling to prevent unintended automatic approvals caused by malware or security URL inspection.
• Inventory: Added a new menu item, “FDA Recall,” allowing users to search for food or drug items that may have been recalled.
• Bank Feed, Travel Expense, and Invoice Capture now include a currency conversion option, accessible when granting permission to the “Bulk Update” button.
• User Maintenance: Added a new option to lock out users from logging in to the application. This is useful during scheduled maintenance or hosting server updates.
• Audit Trail Sorting: Allow users to sort by date/time

🐛 Bug Fixes

• Fixed an issue where inactive document prefixes were incorrectly used when creating new documents.
• Resolved issues with SMTP and IMAP mail services related to Office 365 OAuth2 authentication.
• Corrected a problem where, after transfer of encumbrance, the printed document watermark did not display “Approved.”
• Fixed an issue where transferring an invoice that was captured and linked to an existing purchase order to MIP Accounting caused the purchase order to remain open when it should have been closed.
• Template for Import Documents was missing UDF fields
• Unable to edit quantity when creating an encumbrance modification

v2025.001.4 - November 11, 2025

✨ Improvements and New Features

• Automated Recurring Payment Setup: We've added a new Recurring Payment helper to the Bulk Update tool. Instead of creating monthly payment lines manually, this wizard will generate them for you, simplifying the setup of annual contracts and allowing partial payments to be applied to each month. Learn More Here
• Two\Three-way match requirements: when using invoice capture and linking to an existing approved purchase order. Learn More Here
• Scheduled Maintenance Notifications: The home page will now display a notification banner to alert all users of upcoming planned maintenance.
• Reports>Download Attachments: Added a column to see expense coding if further filters are required based on account value.

🐛 Bug Fixes