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Release Notes and Change Log - 2025
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Release Notes and Change Log - 2024
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Release Notes and Change Log - 2023
Administration Topics (14)
User management, security, integration information and more
Budgeting & Forecasting (8)
The Martus budgeting tool includes Special Purpose Worksheets, plus the optional modules Personnel Budgeting, Budget Change Requests, and Forecasting.
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Planner Setup (Video)
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Worksheet Status - Locked versus Unlocked
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Worksheet Status - Frozen vs. Unfrozen
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Creating a Revised Mid-Year Budget
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New Budget Cycle - How To Create a New Budget
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Creating a Budget Based on 12-Month Trailing Actuals
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Budget Upload- Sage Intacct
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Budget Export - Sage 100 and Sage 300
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Budget Export - Financial Edge NXT
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Special Purpose Worksheets Basics (Video)
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Creating the Special Purpose Worksheet
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SPW Formulas (Video)
Reporting (3)
The Dashboard provides a flexible suite of pre-built reports to meet a wide range of reporting needs. There are very useful reports available under the Planner selection too. The Martus ReportBuilder (included in specific subscriptions) is a terrific tool for custom report creation.
Personnel Budgeting (6)
Martus' position-based personnel budgeting is a unique tool for creating and updating a personnel budget, then posting to your main Martus budget with a single click.
Cash Flow Forecasting (2)
This category contains documents related to Martus' Cash Flow Forecasting module, part of the Enterprise subscription level.