Release Notes and Change Log - 2022

The document linked below lists updates to Martus for 2022.  The most recent release was on December 3, 2022,

Highlights include:

• For QuickBooks Online integrations, support for the Customer/Project dimension (added January 8)
• For Personnel Budgeting, the Allocation Analysis (added January 25)
• The two-dimensional versions of the Income Statement and Planner Summary are improved to include account categories. Show dimensions in rows within account categories, or account categories in rows within dimensions (added Feb 11)
• Admins can designated Saved Reports as "Shared" so that they will be available to all users (added March 12)
• Dashboard layouts are now managed via Setup > Dashboards (March 12)
• Income Statement by Dimension in Excel (added April 7)
• Updated Personnel Allocations so that you can budget all allocations for a year on a single screen, even if the allocations overlap month ranges or vary in each individual month (April 21)
• Import personnel allocations from Excel (April 25)
• Improved precision in budgeting for employee benefits with two coverage level options at the employee level (April 7)
• Monthly tier option on pay types (May 22)
• For Financial Edge NXT integrations, balance sheet accounts are now available within Martus so that you can use them for budgeting and reporting (May 22)
• Welcome screen panel provides direct access to Saved Reports (June 4)
• Additional filters on the Income Statement by Dimension in Excel (June 4)
• FICA rate presentation changed to be consistent with the rest of Martus (June 18)
• SPWs prompt you to add values if you add a line without any (June 18)
• Worksheet 2.0 is released to production, can be set as the default version of the worksheet, and is available to admins and non-admins alike (July 2)
• For QuickBooks Desktop integrations, support for the Item dimension (July 2)
• Martus API is released in beta, along with Power Query instructions for Excel and Power BI users to access Martus data via that API (July 2)
• Support for statistical accounts for file-based integrations (July 23)
• Support for defining default cash flow mappings and overriding in budget worksheets and SPWs (beta, August 27) 
• SPW summaries break out income vs expense (August 27)
• Section totals popup on SPWs. (September 17)
• Worksheet 2.0 has a new feature to round to ones, tens, hundreds, of thousands. Advanced subscription required. (September 17)
• "Set Password" email is renamed the "Invitation Email" and has been revamped to include a "Join Now" button. (October 1)
• Personnel Budgeting - new button to quickly duplicate a position (October 15)
• Personnel Budgeting Allocations - define hours per FTE in Config, total  monthly hours shown on all Allocations Analysis views, plus a new Allocation Analysis option to show monthly hours per allocation (October 15)
• File-Based Integrations now support appending data from multiple columns (useful if you have multiple columns in the import file that contain memo-type information) (October 15) 
• ReportBuilder is now in general release, a customized reporting tool. Advanced or Advanced Plus subscription required. (November 8)  Drag-and-drop columns and notes on lines added November 19.
• Designated Fund Report renamed to Fund Balances Report, with additional filtering added for Sage Intacct integrations. (November 19)
• COGS type can be set on accounts, regardless of accounting system integration.  (November 19)
• ReportBuilder - ability to drag-and-drop columns, and the ability to add notes on lines (November 19)
• ReportBuilder - new column type for Period Comparison, two new templates (Quarter-over-Quarter YTD and Side-By-Side Monthly Comparison) added to illustrate that column type (December 3)
• Close Month email now has a button so the recipient can go straight to Martus (December 3)