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What’s New in Martus

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What’s New in Martus

Page

Topic

3

Welcome Screen

5

Report Updates

8

SPW Improvements

11

Account Categories

14

Planner Setup

16

Accounting System Integrations

19

Parting Thoughts

Table of Contents

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What’s New in Martus

Welcome Page

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What’s New in Martus

Welcome Page

  • One Click link to Dashboard financials
  • Customized for You

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What’s New in Martus

Report Updates

Multi-Year Budget to Actuals Report

Sorting and Summarizing by Two Dimensions

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What’s New in Martus

  • Multi-Year Budget to Actuals Report
    • New option in Dashboard Financials
    • Grant expense tracking over multiple years
    • Available at Advanced and Advanced Plus

Multi Year Budget to Actual report

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What’s New in Martus

  • Sorting and Summarizing by Two Dimensions
    • Set rows to any dimension, click Load, and select second dimension
    • Income Statement and Planner/Summary
    • Advanced and Advanced Plus subscription levels

Layer Dimensions on Rows

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What’s New in Martus

SPW

Custom Section Names

Formulas

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What’s New in Martus

SPW Sections

  • Customize section names

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What’s New in Martus

SPW Formulas

    • Calculate Hotel 10% discount based on number of trips
      • If([Number of Trips]>10, .9*([Hotel Cost]* [Number of Trips]), [Hotel Cost]* [Number of Trips])
    • Simple calculation
      • ([Cost of craft supplies]+[Cost per meal])*[Number of students]
    • Nested If statement
      • if(([Number of students]-[Min students for second aide])>0, if(([Number of students]-[Min students for second aide])>15, 2,1),0)

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What’s New in Martus

Account

Categories

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What’s New in Martus

Account

Categories

  • Hierarchies added to Account Categories
  • Dashboard and Planner reports

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What’s New in Martus

Account

Categories

  • Multi Level
  • Filter on Parent

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What’s New in Martus

Planner Setup

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What’s New in Martus

Planner-Setup Layout

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What’s New in Martus

Sage Intacct Integrations

  • Contact Martus Support for Details

Vendor Dimension

Account Sync Includes Liability Accounts

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What’s New in Martus

QB Integrations

  • Contact Martus Support for Details

Location Field from QB Online

Customer/Job from QB Desktop

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What’s New in Martus

File Based Integrations

Edit Dimension Values in Martus

Edit Accounts and Account Mapping in Martus

  • Contact Martus Support for Details

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What’s New in Martus

Parting

Thoughts

  • End User Training
  • Webinar
    • What’s new in Personnel Budgeting
    • SPW
    • Tips and Tricks
  • Free annual Budget Refresher
  • Contact Martus Support for Details

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What’s New in Martus

Referral Program

Contact Sales Director - Lee Radford for More Information

lradford@martussolutions.com

Refer a Lead - Get $50

Send us a sales qualified lead

- we’ll send you a $50 Gift Card

Refer a Customer – Get $150

If your referral becomes a Martus Customer

- we’ll send you a $150 Gift Card

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What’s New in Martus

Email: support@martussolutions.com

Questions?