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miViewpoint Invoice GL Detail Entry- Adding/Removing fields using Column Chooser
This is for Invoice Entry in miViewpoint Accounts Payable. You can use column chooser to add/remove fields from showing for your invoice GL detail entry portion of the invoice. See attachment for column chooser instructions.
Troubleshooting Budget Workflow Issues
Troubleshooting miViewPoint
User setup in miViewPoint
See attachment
Folder Document Viewer and Auto Import
See Attachment
miViewPoint Cash Receipting User Guide
See attachment
miViewPoint Cash Receipting Setup
See attachment Drop Files to Attach
Advanced Accounts Payable Workflow Capabilities
See attachment
miViewPoint Accounts Receivable InvoiceLookup Options Video
There are several options a user can use to lookup invoice related to Accounts Receivable within the system. This video walks through those fthree (3) different options: Customer Lookup Category Lookup Invoice Register Click here to view the video.
miViewPoint Cash Receipting Lookup Options Video
There are several options a user can use to lookup receipts within the system. This video walks through those four (4) different options: Redisplay in Cash Receipt Entry Cash Receipt Lookup Receipt Register Payment Register Click here to view the ...
Setting Up User Rights in miViewPoint for Your Auditor
You may want to provide miViewPoint access to your auditors. By doing this, they can be more self-sufficient in gathering information from your financial systems such as getting GL detail, viewing invoices, and more. To setup those user rights, ...
Entering a Payment on an AR Invoice in miViewPoint Cash Receipting Video
There are several different scenarios in which a payment can be entered on an AR invoice in miViewPoint Cash Receipting. Depending on the circumstances and how you are entering the payment, the system will behave differently. This video walks through ...
miViewPoint Cash Receipting Video
Click here to watch an overview of the Cash Receipting Entry screen in miViewPoint.
User Setup in miViewPoint
See attachment tab
Parse Attachment in AP Workflow
Please click on the link below to see a video on how the Parse Attachment button works in Invoice Entry. Parse Attachment Button (3 minutes 18 seconds)
On Premise SSL Setup
1. Client obtains and applies the certificate in IIS to the miViewPoint Website 2. Log into miViewPoint a. Go to Administration -> Organization b. Update the web api address to be https://miviewpoint.mycity.com:8090 (check below to make sure ...
Budget Workflow - Create a Budget Workflow
To setup a budget workflow for a department, we need to first make sure there is a group created for that department with the appropriate account numbers assigned. Then, we need to create the workflow itself. Follow these instructions on how to ...
Budget Workflow - Initiating a Budget
To initiate a budget for departments to start working on, follow these instructions: 1. In miViewPoint, login with admin rights. 2. On the slide out menu on the left, click on Administration | Budget Workflow. 3. Click Initialize Budgets in the upper ...
Vendor Not Showing
miViewPoint caches the vendor list in workflow for fast data loading. If you add a vendor in Caselle it may not immediately show in workflow. You have two options to refresh the list. Click the refresh button next to the vendor selection. This ...
Account Not Showing
miViewPoint syncs general ledger accounts from Caselle once per hour. If you add a new account to Caselle it may take up to an hour to show in miViewPoint. If you need to get an account to show up right away, go into Administration -> Groups and ...
miViewPoint User Guide
Other miViewPoint User Guide This manual has been prepared by Civic Systems for use by customers and licensees of Civic and Caselle software. Information in this document is subject to change without notice. The software described in this document is ...
miViewPoint Accounts Payable Workflow Video
This video will walk you through the entry and approval of an invoice utilizing the Accounts Payable workflow available in miViewPoint.
miBudget Video
This video will walk you through the entry and approval of a budget utilizing the miBudget workflow.
Setup Barcode for miViewPoint Extreme to Import Checks
This article helps customers interface the check image with the invoice through miViewPoint Extreme. Outlined are the steps for Caselle Clarity and Connect. Clients may choose to show the barcode on the check form or not. These instructions setup a ...
Budget Workflow Account Changes
You shouldn't be adding additional accounts to a workflow after they are initialized as they won't show up for the user until the next year. To do this you need to follow the steps below. 1. Go to General Ledger -> Budget Workflows -> Budget ...
miViewPoint Invoice Queues Errors
The query specified in the URL is not valid. The node count limit of 100 has been exceeded. To increase the limit set the 'MaxNodeCount' property on EnableQueryAttribute or 0DataValidationSettings. This article also applies if you see you have ...