Budgeting - Final Steps for a New Fiscal Year

Your new fiscal year is starting soon. You’ve built your budget in Martus, and it has been approved! There are just a few more steps to take to be sure your budget is ready to go. You can perform these steps in any order, but Martus recommends that all be completed before your new fiscal year begins. 

Confirm that all worksheets in this budget are locked.

1. Start on Planner > Planner Setup.
2. Select the budget.
3. Click on Lock Worksheets.
   
   
   

Set the budget as the Dashboard default for the new fiscal year.

1. Start on Planner > Planner Setup.
2. Select the budget.
3. Click on Set as Dashboard. You are given the option to lock all worksheets.
   • Click Okay to lock all worksheets and prevent users from making edits.
   • Click Cancel to keep the status of the worksheets unchanged.
     
     
     

Export the Martus budget for import to your accounting system.

• For Sage Intacct:
  1. Go to Planner > Intacct.
  2. Select the correct budget year.
  3. Pick the Martus budget and the target Sage Intacct budget.
  4. Click Upload. (Note: This syncs the budget to Sage Intacct using the API.)
• For Sage 100:
  • Go to Planner > Sage 100.
  • Select the correct budget and year.
  • Enter the Budget Code.
  • Click Export.
• For Sage 300:
  • Go to Planner > Sage 300.
  • Select the correct budget and year.
  • Enter the Budget Code.
  • Click Export.
    
• For ShelbyNext:
  • Export a ShelbyNext budget import template from ShelbyNext. Save it in a convenient location.
  • In Martus, go to Planner > ShelbyNext.
  • Select and load the budget year, then pick the Martus budget to be exported. 
  • Browse for and select the ShelbyNext template that you exported from ShelbyNext.
  • Click Export, and the ShelbyNext budget import template will be updated with the Martus budget information.
  • Import the template into ShelbyNext.
• For Sylogist (Cloud version):
  • Go to Planner > Dynamics.
  • Select the correct budget and year.
  • Enter the Budget Plan No and Document No.
  • Click Export.
• For QuickBooks Desktop:
  • Go to Planner > Planner Setup.
  • From the Budget Management tab select the budget.
  • Click Export IIF File.
• For Financial Edge Next: 
  • Go to Planner > FinEdgeNxt.
  • Select the correct budget and year.
  • Click Export.
• For Other File-Based Implementations:
  • Go to Planner > Planner Setup.
  • From the Budget Management tab select the budget.
  • Click Export.