Release Notes and Change Log - 2023

These updates have been made in 2023.  Scroll to the bottom of this list for a link to the complete Release Notes and Change Log current release notes.

• Cash Flow Forecasting (the Enterprise subscription) handling of budgeted expenses that are associated with cash accounts (December 27)
• Setup Email renamed to "Branding", ability to upload company logo (December 16)
• Use your logo on ReportBuilder reports (December 16)
• Support screen: link to sign up for the Martus Minute newsletter (December 16)
• New adjustment type on the Budget Widget: Burn Rate (December 2)
• Output reports as PDFs (December 2)
• Customize ReportBuilder outputs by setting font size, bolding, italics, alignment, text color, and background color (November 11)
• Updated Planner>Worksheets page includes more information more information and now has additional filtering, sorting, and paging options (November 11)
• Updated Personnel Budgeting Positions page now has additional filtering, sorting, and paging options. (November 11)
• New "Minimize all" button on the Worksheet to minimize and maximize all sections (November 11)
• Worksheet Status Report updated with enhanced filter, sort, and display format options (October 22) 
• More kinds of activity tracked on the Activity Log - Advanced Plus subscription (October 22)
• Personnel Budgeting: Pooled positions (October 7)
• New: Activity Log on the Admin Reports menu - Advanced Plus only  (October 7) 
• Integration with Microsoft Dynamics 365 Business Central (October 7)
• Email Log on the Admin Reports menu (September 16)
• Worksheets default to not showing reference data (September 16)
• New menu selection: Admin Reports (September 2)
• Saved Reports now shown in the Welcome to Martus section of the Welcome Screen (September 2)
• Improvements to user and password management (August 20)
• For Sage Intacct integrations, improvements in API usage efficiency (August 20)
• For Sage Intacct Integrations, support for AP Bill attachments in AvidXchange (August 4)
• For organizations that use SSO, Martus supports logging in directly from "login.martus.app" rather than requiring login from the SSO portal (July 23)
• When assigning owners and approvers, the option to add permissions immediately to users who don't have appropriate access (July 8, August 20)
• For Financial Edge NXT integrations, a new budget export option (July 8)
• For Sage Intacct integrations, efficiency improvements in the display of attachments (June 24)
• For Sage Intacct integrations, support for credit card attachments in Expensify (June 24)
• The Pay Item Grid has a new option to include the current Starting Rate/Amount for each position (June 24)
• New feature on the Setup menu: Customer Review Summary (for Reseller users) (June 24)
• New feature on the Setup menu: the Martus Status Summary (June 10)
• Improved Budget Info widget on Welcome Screen (June 10)
• Most import jobs are moved to the background queue, including Personnel Budgeting (Pay Data file, Pay Item Grid, and Scenario copies), Account Mapping file (for File-Based Integrations only), and the Sage Intacct budget upload (Sage Intacct integrations only) (June 10)
• New client-level option prevents the sync from processing any months after the Last Closed Month (June 10)
• Worksheet Management tab on Planner Setup shows roll-up status of worksheets for Top-Level Budgeting and Pre-Allocation budgets (June 10)
• New standard to limit nightly sync to weekday mornings rather than running on weekend days (June 4)
• For Sage Intacct integrations, support for credit card transaction attachments in Divvy (June 4)
• New feature added to Planner Setup to add Comments to budgets (June 4)
• New standard to limit nightly sync to weekday mornings rather than running on weekend days (June 4)
• For Sage Intacct integrations, support for credit card transaction attachments in Divvy (June 4)
• New feature added to Planner Setup to add Comments to budgets.  (June 4)
• Updates in menu highlighting to improve user navigation (May 20)
• Automatic logout due to inactivity (May 20)
• Improvements to navigation from Martus emails for MFA users (May 6)
• ReportBuilder: updated template for Enhanced Income Statement (May 6)
• Positions & Pay Report (April 26)
• SPW Section name length increased to 50 characters (April 26)
• QuickBooks Desktop integration with Web Connector now supports MFA (April 26)
• MFA available for added security when accessing Martus (March 20)
• For Sage Intacct integrations, more information synced for dimension value names (March 20)
• For file-based integrations, support for defining a dimension that exists in Martus only (March 20)
• Security updates for Martus compliance with SOC2 (March 1)
• Password policy (February 11)
• Canadian date format support (February 11)
• Improvements in efficiency of monthly sync for Sage Intacct (February 11)
• Worksheet line action added to provide rounding for statistical accounts (February 11)
• Option to export a budget in Sage 300 format (January 28)
• A new line action, Flat to Budget, has been added to assist with reforecasting (January 14)
• Top Level Budgeting now offers an option for All Level Budgeting (January 14)
• Variance information is now provided on the worksheet (January 7)
• A new kind of reference data, "Current Year Budget" is available (January 7) 
• The transition to Worksheet 2.0 has been completed and the traditional worksheet is not available (January 7)