Budget Export from Martus for ShelbyNext

Modified on Mon, Mar 4 at 7:06 PM

Martus supports the export of a budget file in the appropriate format for the ShelbyNext accounting system. 


Steps:

  1. Start in ShelbyNext
  2. Export any budget from ShelbyNext (this file will be used in future steps for Martus to understand the ShelbyNext format).
  3. Go to Martus
  4. Go to Planner > ShelbyNext
  5. Select the appropriate Martus budget to export
  6. Import the file exported in step 2 above
  7. Click Export

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