Transaction Uploads - Video Tutorial

With a file-based integration, GL transaction detail must be manually uploaded into Martus to support financial and budget-to-actuals reporting.  

You must title your transaction file Transactions_yyyy_mm and must be saved as an '.xlsx' file type in order to upload them into Martus successfully.

This tutorial also provides a special Excel tip for those Martus customers whose accounting system cannot provide a transaction file that has a date on each line.  With just a few clicks, you can ensure that each line is formatted appropriately for import!