Dashboard Updater

Martus' budgeting and reporting features rely on the ability to view what has been spent verses what is budgeted. The budget to actual reporting and the ability to see actuals while budgeting are key aspects of Martus. For our customers using one of our integrated accounting systems, the flow of actuals into Martus happens automatically every weeknight via the auto-update process, also called the nightly sync. 

Martus automatically syncs via our API with the following integrated accounting systems. (For other accounting systems, Martus provides a file-based approach where actuals can be loaded manually or through the Martus EZ connector.)

• Sage Intacct
• QuickBooks (QBO and Desktop)
• Financial Edge NXT 
• Microsoft Dynamics

The Martus Sync

Martus' auto-update runs every weeknight. It automatically syncs:

• The current and previous two months of actuals
  • Scenario one: Current date of 1/1/2024 - Martus will sync Jan 2024, December 2023, November 2023
  • Scenario two: Current date of 6/30/2024 - Martus will sync June 2024, May 2024, April 2024
• The Chart of Accounts
• All dimensions

Manually Syncing Actuals

Whether there are transactions in the accounting system added today that need to be visible in Martus to run a report, or there have been older transactions added to the accounting system that were not synced via the nightly routine, the following steps will refresh all actuals in Martus for the months chosen.

1. Go to Dashboard > Updater.
2. Choose the appropriate months.
3. Click Sync Monthly Actuals.
   
   
   

Manually Syncing Dimensions

There are times when it is necessary to add data such as accounts or dimension values to your accounting system and have that data immediately available in Martus rather than waiting for the nightly sync. 

1. Go to Dashboard > Updater.
2. Click the appropriate Chart of Accounts or Dimension Sync - your Martus instance may have different dimension options.
   
   

The Updater Task Queue

The Updater Task Queue is a list of all jobs, both automated such as the nightly sync (or auto-update), and manual such as a budget copy. The task queue is monitored by Martus Support staff who may reach out to you if there are issues. The task queue will show all successful and errored jobs. If you receive an error, please create a ticket through the Knowledge Base if you are a direct Martus customer, or contact your Martus reseller if you are supported through one of our Martus partners. 

Martus Sync Limitations:

• The Dashboard > Updater screen only PULLS information from the accounting system. It does NOT push data from Martus out to the accounting system. 
• It is possible for Martus support staff to PULL budgets from the accounting system if needed.
• Intacct Customers ONLY - can PUSH their budget directly to Sage Intacct via the Planner > Intacct screen.