Uploading Your Budget to Sage Intacct

If your Martus instance is integrated with Sage Intacct, you'll want to upload your completed budget to Sage Intacct. To do this, use the Intacct selection on the Planner menu.

Note that uploading your Martus budget will replace the indicated Sage Intacct budget. This operation cannot be undone!

Steps to Upload Your Budget

1. Start in Planner > Intacct.
   
   
   
2. An Admin user will see these available fields in the Upload Budget to Intacct section at the top.
   

   
   

   
   
3. Verify that the Year shown is correct. Use the dropdown to select a different fiscal year if necessary. 
4. Select the Martus Budget to be uploaded into Sage Intacct.
5. Select the target Intacct Budget to receive the upload. Click the recycle icon to refresh the dropdown.
6. Select Don't Clear Existing Sage Intacct Budget ONLY if your budget contains entities with different fiscal years (for example, a school with a fiscal year starting in July and a church with a fiscal year starting in January). Usually this means you have more than one Martus instance. Review this with Martus Support before uploading your budget if you need assistance.
7. Click Upload YYYY Budget. 
8. The job will be queued, and can be viewed in Dashboard > Updater. When the job completes, it will indicate a status of Success or Error, and an email will be sent to the user who initiated the job. See Troubleshooting (below) for errors and how to resolve them. You can also send a screenshot of the error or forward the email to support@martussolutions.com for assistance.

Special Considerations

• The Planner > Intacct feature is available to all Admin users. It can also be made available to non-admin users by granting them a specific privilege. For non-admins, only the worksheets for which they have permission are uploaded. Non-admin users cannot select the Sage Intacct budget to be updated; that is pre-defined by a Martus Admin on the Planner > Intacct page.
• When an Admin user uploads a budget, the upload process syncs the Sage Intacct budget to the Martus budget so that it matches exactly, for the 12 months of the specified fiscal year. 
• When a non-admin user uploads a budget, the budget information for all the worksheets to which they have access is updated within the Sage Intacct budget for the 12 months of the specified fiscal year. There is an on-screen message that explains further that this will include any restricted or excluded accounts within those budget worksheets, even if the non-admin user does not have access to see or update those budget lines. 
• The target Sage Intacct budget must have budgetable reporting periods defined for the specified fiscal year. If it does not, an error message will be displayed.
• Only the top level budget in Sage Intacct is updated. To update budgets at the entity level, export the budget from Martus and import it into Sage Intacct.
  
  

Frequently Asked Questions

• Can I upload my budget multiple times? You can repeat the upload process as often as you wish, even for the same Martus budget. For example, if you’ve completed the budget for one location, you can upload your budget to Sage Intacct. Then, after you complete the budget for another location, you can upload the same Martus budget again.
• Does the budget upload affect any other fiscal years? The answer is 'No'. The budget upload process only updates the budget for the fiscal year that you select.
• What if some budget worksheets are not approved? Martus budget data is uploaded regardless of the approval status of individual worksheets within that budget.
• What if I've made just one change in my budget - how can I upload just that worksheet? Just follow the same instructions for uploading the budget. Only the changed data will be updated in Sage Intacct.

Troubleshooting

Please email support@martussolutions.com and include a screenshot of the error and any other relevant information, including steps to reproduce.