The Vendor is required to provide to collect information on financial software capabilities, functionality, integration capabilities, support offerings, implementation approach, and potential budgetary costs.
- Our current system with Multiview supports core financial functions including:
• General Ledger and financial reporting
• Accounts payable and accounts receivable
• Fixed asset management
• Budgeting and forecasting by department and sub-departments
• Purchase order processing
• Workflow approvals
• Journal entries and intercompany transactions
• Document storage and reporting customization
- Volumes:
• Approx. 1500 requisitions per year
• Approx. 8,000 invoices processed annually
• Approx. 288 GL Accounts
• 65 Departments/business units
• 138 Users
- System Shortfalls
• Lacks advanced integration like APIs
• Flexible in reporting abilities
• Connections between the modules for approvers to view budget to actuals and receiving
• Customized requests for system enhancements are consistently delayed
• Portal users have limited viewing capabilities
- Desired State and Wish List Features
• Full requisition to payment automation
• Shopping cart for requisition entry
• Electronic approval routing for requisitions and AP with email notification
• Unlimited document storage linked to transactions
• Customizable data fields
• Computational fields and pre-populated GL codes
• Electronic 3-way document match (PO, Receipt, Invoice)
• Ability to manage backorders and track receipts
• Grant tracking and capital project tracking
• 1099 processing and reporting
• Fixed assets management with tracking for warranties and equipment leases
• Debt Service Tracking
- Reporting and Compliance
• GASB and FASB compliant reporting
• Audit trails for all transactions and changes
• Automated report generation and scheduling
• Trial balances and AP aging reports
• Business segments support for complex financial reporting
- Support and Services
• Ongoing vendor support post go-live (help desk, updates, user training)
• Transparent update/upgrade schedule
• Implementation Support with 20% support from company employees
- Questions/Inquires Deadline: August 31, 2026
