Technology Services - providing technical assistance and training to school districts throughout West Michigan.
For more information,
please contact:
Kathleen Hamilton
Program Director,
Technology Services
Phone: (231) 767-7247
Kathy Morris
Help Desk Technician
Phone: (231) 767-0414
MUNIS Resources
Overview
Welcome to the MAISD MUNIS Help Site. It is our hope that you will find this site a useful enhancement to the on-site MUNIS training activities.
How to View Resource Topics
The following is a list of support topics for MUNIS users. Support topics are in gray color,
bold text. To access items within the support topics, place your mouse over the topic.
The cursor will change from an 'arrow' to a 'hand' 
cursor. This indicates that the topic contains support documents. Click on the topic, and the corresponding items will appear. When finished viewing all of the items within a topic, click once more on the topic to close it.
MUNIS Communications
MUNIS Minutes
Meeting Handouts
Implementation Information
Forms
General Information
AP Check Information & SignOff 
Dashboard Setup-Basic Dashboard Setup-Web Parts Direct Deposit Information & SignOff Financials Go Live List Font size changes in MUNIS 9.3v Invoice Information & SignOff Instructions for Access to Dashboard 9.3vMUNIS 9.3v Remote Access Instructions Payroll Check Information & SignOff Payroll Conversion Worksheet Instructions Payroll Go Live List Printing in MUNIS 9.3v with Remote Access Purchase Order Information & SignOffSaving Excel Data with 9.3v Remote Access Splash Screens
Support Resources
Accounts Payable
1099 Import Accruing A/P Invoices A/P Check Processing A/P Miscellaneous Codes A/P SettingsA/P System LocksBank CodesCash Disbursements Check Reconciliation Creating EFT Payments 
EFT Payment Authorization Form Sample EFT Processing Invoice Aging Report Invoice Entry Invoice History by GL AccountInvoice Import Invoice Import Spreadsheet Invoice Open Report Modify Invoices Modify Invoices-Balance Sheet Account Paid Check Run Report Printing 1099s in MUNIS Printing a Single AP Check Printing an AP Check Register Print Checks Processing An EFT PaymentProcessing the Check Reconciliation Recording Prepaid Checks Recurring InvoicesSelect Items to be PaidUser-Defined CodesUser-Defined FieldsVendor Fiscal Year SummaryVendor Audit ListVendor InquiryVendor Invoice ListsVendor Merge VendorsVoiding an AP Check Void Checks Accounts Receivable & General Billing
A/R Charge Codes A/R Codes A/R Miscellaneous Codes A/R Settings A/R User Preferences Bill Inquiry Customers Customer Merge Deposit Report General Billing Parameters Invoice Aging Report Invoice Detail Report Invoice Entry and Proof Invoice Inquiry Invoice Maintenance/Inquiry Invoice MessagesInvoice Write-Off Instructions Administration & Security
Business Rules Creating a Favorites Link - Dashboard Creating a Favorites Link - MUNIS Client Downloading Files in MUNIS How to change the menu style Message of the Day Maintenance Screen Modules That Must be Defined for User MUNIS Toolbar and Keyboard Shortcuts Password Manager Positive Pay InstructionsBudgeting
Budget Amendment Spreadsheet Budget Amendment Upload Budget Projection Process Budget Projection Spreadsheet Budget Projection Upload Budget Roles Budget Settings Screen Budget Transfer Approvals Screen Budget Transfers & Amendments Screen Define Start Budget Projection Next Year Budget Entry Next Year Budget Entry - End User Next Year Budget Reports - End User Post Budget Completion Journal Post Projection Data To Budget Post To Master For Reports Projection Benefit Calculate Projection Contract Increases Projection Salary Calculate Projection Start and Status Roll Merge Projection Screen Salary & Benefit Projection Process Workflow Business RulesCrystal Reports
Employee Expense
Fixed Assets
Account MaintenanceAccounts Payable Asset List Custodian Code Maintenance Department Code MaintenanceDepreciating Assets Fixed Asset SettingsFixed Assets Template Import Fixed Width TemplateImporting Fixed Assets from Excel Miscellaneous Code MaintenanceSub-Class Code Maintenance Year End Process for Fixed Assets General Ledger & Journal Entries
Account AuditAccount Detail History Report Account Import Spreadsheet Account Mass Creation Account Master Account Number Segments Account X-Reference FM Allocation Codes Balance SheetChange GL Account CodeChart Of Accounts List Chart of Accounts Segments Chart of Accounts Spreadsheet Control Accounts Due To / Due From Setup Excel Text Functions Export JE ASCII File FID - Creating the FID Report Flexible Period ReportGL Account Import GL Account Inquiry GL Account MasterG/L Account Number Segments GL Journal Inquiry Print GL Segment Exercise General Journal Approvals General Journal Entry/Proof Import JE ASCII File Journal Entry Import Spreadsheet Journal Entry Source Codes Journal File Layout For Payroll Entries Journal Reversal Month-End Closing Checklist Monthly Trial Balance by Fund Printing the Chart of Accounts List Recurring Journal Entry and Generate Setting Up The Treasury Management Fund Subsidiary Ledgers Year-End Procedure Checklist YTD Budget Report MAISD Wiki
MAISD Wiki
Payroll
Accrued Payroll MUNIS Accrual Tables Accrual Update Accumulator Gross Verify Accumulators Report AESOP Upload Applicant Maintenance Screen AT Parameter Maintenance Screen Attendance Year End Accruals Calendar Maintenance Calendar Year End Computing Workers Compensation Costs Control & Run Control Maintenance Creating EPARS Demo Download Creating EPARS Download Creating The ORS Report In MUNIS Creating The REP Report In MUNIS Custom Datatype Maintenance Screen Deduction-Benefit Master Maintenance Defining EPARS Demo Download Defining EPARS Download Direct Deposit & Pending Actions Earned Income Credit EIC in MUNIS Employee Accumulators Employee Accruals Report Employee Certification Maint. Screen Employee Deduction Mass Update Employee Deduction Register Employee Detail History Employee Detail Screen Employee Export Screen Employee Inquiry Screen Employee Master File Maintenance Screen Employee Net Pay Simulator Employee Salary Notifications Employee Seniority Maint. Screen Employee User Defined Fields Screen Entering A New Employee In MUNIS Expanded Seniority Report Screen Flexible Period Earnings Report Flexible Period Tax Register Flow Chart-Payroll Fund Distribution Report Group-BU Code Maintenance History Transfer Screen Importing From Aesop Importing Payroll Changes Importing Payroll Invoices Into AP Importing The Insurance Rate Tables Importing Time Inactivating An Employee Inactivating An Employee-Personnel Entry Job Class MasterJob Opening Maintenance Screen Life Ins Greater Than 50k Setup Location Code Maintenance Making Year End Adjustments MESC Report MI ORS Retirement Report Mag MI Retirement File Maintenance Michigan New Hire Report Electronic File Miscellaneous Codes File Maintenance Monthly Earnings Report MUNIS Online App Maint. Screen Pay Master Payroll Allocation Maintenance Payroll Calendar Year End Payroll Exceptions Payroll Go-Live List Payroll History Report Payroll Month/Qtr Process Checklist Payroll Register Payroll Register User Defined Payroll Steps Pending Applicants Maintenance Screen Perfect Attendance Report Screen PM Parameter File Maintenance Screen Position Control Maintenance Processing A Balloon Payment In MUNIS Quarterly 941 Report Rebuild Accruals Process REP Employee File Maintenance REP Report Mag Media Risk Code File Maintenance Risk Code Reporting Running a Biweekly Payroll Salary & Benefit Projection Process Salary Tables Sample Payroll Check Sick Pay Reporting in MUNIS Submitting W2 Information Electronically Tax TablesTime & Attendance Key-Mouse Combos Time Entry Groups File Maintenance Time EntryUser Defined CategoriesUser Defined Code File Maintenance Vacancy Report Voiding & Writing Manual Payroll Checks Voiding A Vendor Check In Payroll Voiding A Payroll Check W2 Information On Ess Work Location Code Maintenance Writing A Manual Payroll Check Purchasing & Receiving
Audit File PO History Bill To / Ship To Maintenance Business Rules 
How to create a requisition Key a requisition to multiple vendors Open Encumbrance Report by PO Number Open POs by Account Report Open POs by Due Date Open POs by Vendor Open Purchase Order Locks Pick Tickets Print Purchase Orders Printing Purchase Orders Purchase Order Approvals Purchase Order Entry Purchase Order Inquiry Purchase Order Maintenance Purchase Order Parameter Maintenance Purchase Order Receiving Files Purchase Orders by GL Account Requisition Approval Requisition Conversion Requisition File Maintenance Requisitions To Purchase Orders Standard Notes Maintenance System Department Code File Maintenance Vendor Maintenance Workflow Business Rules Maintenance Tyler Content Manager