Dimension Setup
Supported Dimensions
- Class
- Location
- Customer/Project
- Additional Martus-only dimension, usually used for Department, when the Chart of Accounts is organized by department rather than being natural.
Class
- Martus supports Class as a dimension.
- All class names must be unique, including any inactive classes.
Customer/Project
- Martus supports the Customer/Project.
- All Customer and Project names must be unique, including any that are inactive.
Location
- Martus supports Location as a dimension. All location names must be unique, including any that are inactive.
Departmentalizing the Chart of Accounts
- If the Chart of Accounts is not natural, a department dimension can be created within Martus and assigned to accounts to provide reporting and budgeting by department.
Account Setup
Accounts
- Accounts must be used in QuickBooks Online, including on all parent accounts. Any account that does not have an account number will not be recognized in Martus.
- Note that QBO only provides the status for Customer/Project. Martus inactivates any dim values (subject to an existing Status lock setting on the value) where the Status is NOT returned by the sync.
- NOTE: It is not sufficient to include the account number within the name in QuickBooks Online; it must be in the account number field.
Multicurrency
- If multiple currencies are used, Martus shows base currency transaction data and totals. Budgeting and reporting is done in the base currency.
Equity Accounts and Fund Balance Reporting
- Martus supports the use of Equity accounts for Fund Balance Reporting. Note that feature is not activated by default; it must be turned on by Martus Support.
Importing
- If you are a Quickbooks Online customer and you have the 'Advanced' level of Quickbooks, you can manually import budgets into Quickbooks from Financial Planning > Budgets.
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