Subscription Package Descriptions

Introduction

Martus is a budgeting and reporting software package. Martus Essentials is the core functionality that includes a set of tools for creating and maintaining budgets collaboratively, along with a suite of pre-built, flexible financial reports to compare budget to actuals. Martus provides API-based integrations to many accounting systems (Sage Intacct, QuickBooks Online and Desktop, Blackbaud's Financial Edge NXT, Microsoft Dynamics 365 Business Central), Acumatica, and file-based integrations to accounting systems without an API.  

Advanced

The Advanced subscription includes:

• Personnel Budgeting, including personnel allocations
• Quarterly and Yearly summaries on the Dashboard and Income Statement
• The Multi-Year Budget to Actuals Report
• Enhanced features of the Income Statement and Planner Summary, with the ability to create dimensional or account category reports with a secondary sort and summary on a second dimension or account categories
• Enhanced Side-by-Side Budget Comparison, for reporting on up to five budgets from any years
• For Sage Intacct integrations, the ability to view AP Bill, GL Journal, and Credit Card attachments upon drilldown. For Sage Intacct customers using the Cash book, attachments are also available for AP Payment transactions. Concur, Bill.com, and Beanworks are supported as alternatives for AP Bill attachments. Divvy and Expensify are supported as alternatives for Credit Card transaction attachments
• For Microsoft Dynamics 365 Business Central integrations, the ability to view attachments upon drilldown to Purchase Invoice transactions
• Enhanced permissions for non-admin users:
  • The ability to view non-default budgets
  • The ability to update budget amounts for Restricted accounts, if they are also granted the privilege to view those accounts 
  • The ability to summarize Flat to Budget actions on the budget worksheet
• SSO* – Support for Single Sign-On, including separate SSO for reseller users
• Rounding option on budget worksheets for GL and statistical accounts
• Flat-to-budget and Move Line options on budget worksheets
• The Martus ReportBuilder, for customized reporting

Standard

The Standard subscription includes everything in the Advanced subscription, except the ReportBuilder.

Advanced Plus

The Advanced Plus subscription includes everything in the Advanced subscription and:

• Forecasting module, with multi-year, what-if analysis by year, and what-if analysis by month
• Reporting groups, and the ability to use them as the basis for calculations within SPWs and within the Martus ReportBuilder
• Approval levels (hierarchical budget worksheet approval)
• Enhanced permissions within Personnel Budgeting
• Planner allocations*
• Personnel requests, within Personnel Budgeting*
• Support for budgeting for and reporting on statistical accounts for Sage Intacct and file-based integrations*
• Activity logging (and the Activity Log on the Admin Reports menu)

Standard Plus

The Standard Plus subscription includes everything in the Advanced Plus subscription, except the ReportBuilder.

Enterprise

The Enterprise subscription includes everything in the Advanced Plus subscription, plus Cash Flow Forecasting, which includes:

• Features to define default and overrides for controlling the balance sheet impact of budget items
• Balance Sheet Impact reporting
• Projected Balance Sheet
• Statement of Projected Cash Flows

Martus Connector

The Martus Connector* is an optional addition that is available to clients at the Advanced Plus and Enterprise subscription level. 

It provides access to Martus data via Martus API for use in other visualization tools such as Tableau and Power BI.

It includes Power Query instructions and syntax examples. 

You can contact Martus support for pricing related to this add-on module. 

* Features marked with an asterisk must be enabled or configured by Martus Support. Please log a support ticket or send an email to support@martussolutions.com if you are interested in these features.

Last updated June 8, 2024.  While we attempt to keep these articles as up-to-date as possible, it is possible a release may have changed product feature/functionality since the time an article was written.