Release Notes and Change Log - 2026

Martus follows a continuous release methodology. Updates are released frequently, typically several times each week. (Update deployments do not require Martus downtime.) When there are significant updates (new functionality, improvements to existing functionality), then release notes are updated and emailed to Martus Admins and any other Martus users who have signed up for the Release Notes email.

This page provides a summary list of all updates and significant changes in 2026, plus a link to a PDF with details about those changes. Please note, some updates apply to features that are only available in certain Martus subscriptions, or with certain integrations. 

Check out the Subscription Package Descriptions if you have any questions about what features are included in your subscription. Review the Integration Feature Matrix for a summary of integration-related features.

September

• Budget Navigator and Budget Playbook - The Playbook is a tool to assist all the parts of the budgeting process that happen outside Martus, and the Navigator helps to implement the process within Martus. See this article for more information.  

• Statistics - For all integrations, you can can create user-defined Stats accounts and import statistical transaction data in order to use statistical accounts for budgeting and reporting. 
• ReportBuilder - users can choose the logo to use on any report. Additional logos are updated via Setup>Branding.
• ReportBuilder - you can control whether the report shows data from active accounts and dimensions, inactive accounts and dimensions, or both.
• Personnel Budgeting - pay types can be inactivated, you have the option to round costs before posting to a budget, and you can archive scenarios. 
• Martus Intelligence is now included with all Premium subscriptions. This provides access to the Smarty chatbot, variance analysis/anomaly detection tools, and the MCP connector. 
• Budget Lines - use a new filter to include budget lines for active accounts and dimensions, inactive accounts and dimensions, or both. 
• Forecasting — Use the new "Include Notes" checkbox to show notes on screen and include them in any exports from the Forecasting feature.
• For Cash Flow Forecasting, the Projected Balance Sheet, Statement of Projected Cash Flows, and Starting Balance Sheet reports now all provide a consolidated view, combining figures across multiple entities, with tabs for displaying activity for specific dimensions.
• Balance Sheets and Cash Flow Statements can now be displayed by month, YOY, and for just part of a year as well as the standard view by year (Balance sheets are available for customers with Plus and Premium subscriptions and Sage Intacct and QuickBooks integrations).

August

• For all reports, the Reporting Group filter dropdown includes all reporting groups. The information displayed is limited by the individual user's permissions.
• Select ReportBuilder reports to be exported or emailed without having to be opened! Hover over any ReportBuilder report name on the Welcome Screen or on the ReportBuilder screen to see the icons for Excel or PDF, then choose whether you want to export or email the report.
• The Pay Data File now includes helpful instructions. Look for the red triangles in the header columns, then click there for instructions and tips
• Martus can now be configured to show normalized variances so that favorable variances are always positive in ReportBuilder and Dashboard Reports. 
• NetSuite integrations, if the company-enabled feature Accounting Periods is set in NetSuite, Martus will now sync monthly totals based on the NetSuite Reporting Period field on the transactions.
• ReportBuilder: Tabbed output available!  Set this option in the Settings for a report.  
• For file-based integrations with segmented accounts, the columns on the Account Mapping screen can be configured to be listed in Martus dimensional order, not segment order. 

July

• Personnel Budgeting screens and templates have been updated to separate employee First and Last Name, to make sorting, filtering, and updating easier (July 8 and July 16)
• There's a new option to attach files to Personnel Budgeting scenarios. (July 10)
• Within Personnel Budgeting, you now assign a position to a worksheet (rather than specifying a combination of dimensions). Users with the Planner Setup permission can even add worksheets directly from the Position screen in Personnel Budgeting. (July 17)
• The process for setting starting balances for projecting cash flow has been updated so that you can see starting balances by your balancing dimension. That screen now provides a summary display to verify that your starting balances are in balance. Plus, you can also use the filters on the account grid to limit and sequence the account balance display. (July 14)
• For integrations that support syncing balance sheet actuals into Martus, both the Projected Balance Sheet and the Projected Statement of Cash Flow now support choosing to use balances current as of the last closed month (March 24 & July 29)
• New integration announcement: Martus has completed the initial version of our Campfire integration! (July 23)
• For Sylogist integrations, the customer can configure the data to be shown in the Memo and Vendor fields on the Transaction Report, if Sylogist is providing the necessary endpoints. (July 8)
• For Admin users: The Setup>Users function has been modified to clarify that any user with the Admin permission has no software or dimensional permission limitations at all. (July 16)
• Budget approval workflow capabilities are now fully supported for secondary user profiles, so a secondary profile can be assigned as a budget owner and/or approver and can perform any and all budget update and approval steps permitted by that profile. (July 22)
• User permissions have been enhanced to allow non-admin users to edit non-default budgets. User permissions and the Planner>Planner Setup screen have been modified to support this capability. (July 13)
  

June

• The Budget Lines feature has a new Change Worksheet option, so Admin users can move budget lines from one worksheet to another (June 30)
• For customers who use SSO to access Martus, emails warning of pending SSO certificate expiration are now sent to alert Admin users and those with the IT permission (June 26)
• Customers with the Sage 300 integration can use a Martus-only dimension in order to budget and report by a dimension that does not exist in Sage 300 (June 26)
• Now, you can schedule reports to be delivered via email in Excel or PDF format. Click here for an introduction to this feature. (Advanced, Plus and Premium subscriptions only)  (June 20)
• The Multi-Year Planner Summary, a new report is available on the Planner>Summary Select Report dropdown, shows information from your default planner budgets across any range of time, regardless of fiscal years.   (June 20)
• The features related to assigning the Planner Setup permission to non-admin users have been refined and improved. (June 20)
• A button in Setup>Reporting Groups to Check Reporting Group Access.  (June 12)
• For MIP Cloud integrations, there's a new feature to export a budget in the specific format needed for direct import into MIP Cloud (June 12)
• Updates to Personnel Budgeting have been completed to make that part of Martus more user-friendly!  Check out this quick walkthrough for an overview of the changes (June 9)
• The Pay Item Grid has been updated to better handle overtime hourly pay (June 9)

May

• In budgeting, a View Only permission can be used to allow a user to see but not update budgets, budget worksheets, and SPWs (May 12)
• Reports can be emailed in Excel or PDF format from the Dashboard>Financials reports list and from the Planner>Planner Summary reports list (Advanced, Plus and Premium subscriptions only) (May 20)
• New features in SPW formulas allow you to target SPW line(s) and specify a single month, a range of months, certain specific months, a running balance, or a prior month (May 26)
• Personnel budgeting is undergoing a facelift to improve usability. Phase 1 reorganized several menu selections into Personnel Budgeting Setup (May 27)
• Martus now offers an API integration to MIP Cloud (May 27)

April

• For Personnel Budgeting, a new permission so that non-admins can Manage Allocations. A companion permission controls whether the user can see employee compensation (April 28)
• For Cash Flow Forecasting, the balancing dimension (company or entity) can now be a line dimension (April 28)

March

• For the NetSuite integration, support for multi-currency (March 9)
• For ReportBuilder, email reports (Advanced, Plus and Premium subscriptions only) (March 26)
• Martus now offers an integration to Sage 300--cloud-based version with WebScreens  (March 27)
• New budget widget option Reforecast Line (March 26)
• Option to create an annualized budget (March 27)
• Cash Flow Forecasting - reforecasts that reflect actuals for the current fiscal year (March 27)
• Improved support for Project Tasks for the Sage Intacct integration (March 27)

February

• For ReportBuilder, control which formula is used when a formula row intersects with a formula column. (February 4)
• For the NetSuite integration, support for the Project dimension (February 7)
• Trigger day in the current month for managing the automated update of the ending month on standard reports (February 17)

January

• Many new ways to manage reporting groups, including export/import capability. Check out this video for a demonstration. (January 17)
• For the integration with Blackbaud's Financial Edge NXT, Martus has added support to treat Class like a dimension. (January 17)
• For the integration with Sage Intacct, Martus is announcing the beta release of support for Projects + Tasks, and (for Sage Intacct Construction), Projects + Job Cost Codes.  (January 17) 
• Within the Projected Balance Sheet in Cash Flow Forecasting, there are updates to clarify the calculation of the impact on cash, show the details on-screen, and export to Excel upon request. Check out this video for more information. (January 17)
• For ReportBuilder, the new Flex Value column type allows you to add specific values to individual lines and then build formula columns based on that. A sample use case, a projected reforecast, is illustrated in the release notes attached below. (January 17)
• Within Cashflow Forecasting, now you can create multiple starting balance scenarios. Plus, integrations to Sage Intacct and QuickBooks can loading actuals for the prior year from the actuals synced to Martus from the accounting system -- no need to manually import the starting values. (January 22)