Optional Features of Martus

Martus has many optional features, including:

• Fund Balances Report
• Martus Connector
• Top Level Budgeting
• Personnel Requests
• Planner Allocations
• Budget Change Requests
• Support for Statistical Accounts
• Multi-Currency Support
• Encumbrances

Since these features are not applicable to all organizations, they are activated by request to Martus Support. Some of these features require a certain minimum subscription level, and some have an additional annual license fee and one-time implementation charge. 

Please reach out to Martus Support if you still have questions, or if you’d like to have them activated.

Martus Connector 

This grants access to Martus’ API for extracting budget and actuals data from Martus for use in visualization tools such as Power BI and Tableau. This is available for customers with the Advanced Plus or Enterprise subscription. Full API documentation is provided within the Connector. There is an additional license fee and implementation charge for this feature.  

Fund Balances Report 

This report provides fund balance information. It is applicable primarily to non-profit organizations who make use of fund accounting and wish their Martus users to be able to review restricted fund balances and activity. It is available for QuickBooks integrations where Equity and/or Liability accounts are used to track fund balances, and it is available for Sage Intacct integrations. It is available for some File-Based Integrations (requires specific configurations), and it is not available for FinancialEdge NXT integrations or integrations based on Microsoft Dynamics 365 Business Central. Click here for more information about this report. 

Budget Change Requests

This provides a hierarchical approval process. It is useful primarily to organizations who maintain a single budget through each fiscal year and is not compatible with business processes for organizations who reforecast throughout the year. Click here for more information. There is an additional annual license fee and implementation charge for this feature.  

Top Level Budgeting

This feature helps you to budget at a parent dimension level even though actuals are posted to children of that dimension. When budgeting, the reference data section of the worksheet shows the total for all children plus the parent.  Click here for more information.

Encumbrances

This is available only for Sage Intacct integrations for customers with a minimum of the Standard subscription. When activated, encumbrance totals are shown on the YTD Budget Comparison Report, and details are available via drilldown. Martus’ reporting is based on Open and Pending POs and PRs. To be cleared out of the Martus reports of total encumbered, the POs must be converted to payables. 

Multi-Currency Support

This is available for Sage Intacct integrations for customers with a minimum Standard subscription. There is an additional annual license fee and implementation charge for this feature, and when fully configured, also requires a second Martus instance to reflect the consolidated currency.  Use this link and this link to our Knowledge Base for more information. 

Personnel Requests

This feature is an addition to Personnel Budgeting. With Personnel Requests, users can request new positions, these requests can be approved or rejected by a designated Personnel Request Approver, and when approved, the requested positions will be added to the default Personnel Budgeting scenario. Use this link to our Knowledge Base for more information. This feature requires a minimum of the Standard Plus subscription.

Planner Allocations

This feature provides an alternate method of allocations, using a different type of budget called a Pre-Allocation budget. Each worksheet on a Pre-Allocation budget can be allocated on a percentage basis to any worksheet(s) in the default Planner budget. See this this article in our Knowledge Base for more information. This feature requires a minimum of the Standard Plus subscription. 

Statistical Accounts

This feature allows you to budget for and report on statistical account information, as well as using statistical account values as budget drivers. This feature provides an alternate method of allocations, described in this Knowledge Base article.  This feature requires a minimum of the Standard Plus subscription. It is also only available for Sage Intacct and File-Based Integrations.