Release Notes and Change Log - 2024

These changes have been made in 2024.  Click on the link below the list to download Release Notes for more details.

The list below includes features at all subscription levels. Refer to Subscription Package Descriptions if you have any questions about what features are included in your subscription.  

• In ReportBuilder, expenses default to positive values. A new section-level setting allows you to set expenses to be negative.  Existing reports (created before this release) are not updated automatically bu may be updated by their owners. (November 18)
• A new feature allows you to review and update the default D.shboard budget while setting the Last Closed Month (November 18)
• There's a new "duplicate" option on the Edit Pay Types screen so you can conveniently copy existing pay types. (November 18)
• An integration is now available to Business Central via Binary Stream's MEM. (November 7)
• For customers with the Plus and Premium subscriptions, an Activity Log tab is now available on the Worksheet screen.  (November 7)
• The ReportBuilder now allows you to choose rollup levels, especially useful for customers with multi-level dimension hierarchies (November 7)
• Personnel Budgeting records the date/time and source scenario when scenarios are posted into a budget. (November 7)
• Personnel Budgeting: The target budget is archived as part of posting (November 7)
• Personnel budgeting  
• The Martus EZ Connector is now available to help automate file-based integrations. (November 7)
• Martus now uses "Asset" rather than "Bank" to denote asset accounts. (October 6)
• Martus now allows you to sort your account categories into the desired reporting sequence with drag-and-drop rather than sequencing categories alphanumerically by category name (October 6)
• Admin users can once again update user email addresses and names (October 6)
• Martus now supports integration to NetSuite (October 6)
• Personnel Budgeting: Add notes to pay types to provide background details (September 14)
• The frozen-through date is now budget-specific, identifying the date through which you've loaded actuals into the budget for reforecasting. Also, when loading actuals into a budget (prior to reforecasting), you can now specify the month through which actuals are to be loaded, rather than basing the process on the Last Closed Month. (September 14)
• A new Pay Items tab in Personnel Budgeting makes it easier to make quick updates to pay item rates (September 14)
• Non-standard reporting periods ("5-4-4") are now supported for file-based integrations. (August 31)
• User consent for collecting personal information is now required (August 31)
• Admin users are notified whenever another Admin user is added, or the Admin permission is assigned to a non-admin user (August 17)
• The Warehouse dimension is now supported for Sage Intacct integrations (August 17)
• The Side-by-Side Budget Comparison has been renamed to the Side-by-Side Budget and Actuals Comparison, and you can now include actuals as well as budget on this report! (August 3)
• Drilldown from hyperlinks is now available on ReportBuilder reports when data is displayed by account (August 3)
• When you use Planner Setup to set a budget as your Dashboard default, you can choose to also lock all the worksheets in that budget. Similarly when you set a budget as your Planner default, you can choose to unlock all the worksheets at the same time. (August 3)
• New color was added in the budget worksheets to better distinguish between the reference section and the budget section (July 14)
• Enhancement to select and delete multiple positions in Personnel Budgeting from one screen and easier now to delete pay items from the position modal (July 14)
• Stat accounts in Personnel Budgeting (June 26)
• Approval levels feature (hierarchical budget approvals) added to the Plus and Premium subscription levels (June 8)
• Positions & Pay Report - new grid (June 8)
• Option to use or require Security Question/Answer (May 11)
• Option to require MFA (May 11)
• Improvements to Create Budget, so that it is now even easier to create a budget based on combinations of actuals and budget (April 27)
• For Martus Partners, the new Partner Console for Partner user management (April 27)
• Microsoft Dynamics 365 Business Central integration with the Sylogist Overlay - Attachments are available, Service-to-Service Authorization is supported, budgets can be pulled into Martus, and the Advanced API 2.0 is required  (April 6)
• Additional improvements to the Microsoft Dynamics 365 Business Central integration (March 2 and 16)
• Additional support for non-standard reporting periods with fixed 13-week quarters ("5-4-4"), for Sage Intacct only (March 2 and 16)
• Negative limits now allowed on negative percentage pay types, in Personnel Budgeting (March 2)
• Worksheets - checkbox to control whether excluded data is shown (February 17)
• Personnel Budgeting - Positions and Summary page have new grid filtering (February 17)
• Microsoft Dynamics 365 Business Central integration - Attachments are available, Service-to-Service Authorization is supported, budgets can be pulled into Martus, and the Advanced API 2.0 is required (February 17)
• For Cash Flow Forecasting, updates to cash flow templates for activity with complex cash flow impacts such as deferred revenue and prepaid expenses (February 17)
• Charts and KPIs are added to the ReportBuilder (February 13-14)
• Integration to Acumatica is now available (February 3)
• For Cash Flow Forecasting, starting balances are now amortized (February 3)
• Flat to Budget line action on the budget worksheet - a new option to summarize into a target line (January 20)
• Move Lines line action on the budget worksheet (January 20)
• For Cash Flow Forecasting, improvements to handling budgeted income when associated with an equity or liability account (January 6)
• Update to Martus subscription package names (January 6)