Microix Modern PO Trial Period – FAQs
Q: What is included in the Modern PO trial?
A: The trial includes access to Invoice Capture, Bank Feed, and Travel Reimbursement (New Add-ons)
Q: How long is the trial period?
A: 60 days
Q:
When does the trial period begin ?
A:
The trial begins once the client has access to the Modern software.
Q:
When does the trial period end for clients currently on Modern?
A:
The trial period ends in July.
Q:
Should the client add implementation hours if they want consultant support
during the trial?
A:
Yes, please include 1 hour each for the consultant to assist with setup and a
guided walkthrough during the trial.
Q: Can clients use the trial version of Invoice Capture and Travel Reimbursement in their live database?
A: Yes. If the client has enough
setup hours available (or purchased the recommended 1 hr each) for a Microix trainer to set up both add-ons during the
trial period, they can use them in their live database. Any documents created
within those features will remain intact and accessible.
However, if the client decides not to move forward with purchasing the add-ons, they will lose access to the associated functionality. The features will be disabled, though previously created documents will not be deleted.
Q:
How are the trial features removed from the client’s account?
A:
After the trial period ends, Microix will disable access on the back end if the
client chooses not to proceed with the add-ons.
Q How can I tell if a client is on Modern?
A: Run the Microix client report- If the report header appears in blue (rather than green) and includes a Modern activation code, that indicates the client is currently on the Modern version.
Q:
Can the client move forward with purchasing one or more before, during, or
after the trial period?
A:
Yes, the client may proceed with purchasing at any stage—before, during, or
after the trial. Please ensure a demo is provided in advance and that
recommended setup hours for each selected add-on are clearly communicated in
the quote.
Q:
Do you have any additional information?
A:
Yes, below are links to PowerPoint-style overviews for each new add-on included
in the Modern PO trial: