Provider Non-Standard Reporting Periods

Martus will allow the use of non-standard reporting periods for all integrations. We can support 4-4-5 type configurations, but not 13 reporting periods per year. 

• The client instance requires a client-level flag to be turned on on the client record.
• Setup > Calendar requires the Fiscal Year Beginning Month and Week Ending Day be defined.

Financial Calendar Tab

Users will manually enter calendar dates based on the structure they would like to follow.  Additional calendars can be imported by Martus Support if they are provided.

These are the guidelines for new calendars:

• Start/End dates must honor the day of the week indicated on Setup > Calendar > Last Closed Month > Fiscal Year.
• The start day will auto-populate based on the ending day of the year prior.
• The ending day will auto-populate based on the start day of the year following.
• Deleting a calendar will cause the button to Add a year to appear.
• Users are warned if the Start/End dates do not honor the beginning/ending day. Note: This means Martus cannot support starting every year on July 1st no matter the day or ending on Dec 31 no matter the day.
• Missing dates between months will cause an error.