Uploading Your Budget to Sage Intacct

If your Martus instance is integrated with Sage Intacct, you'll want to upload your completed budget to Sage Intacct. To do this, use the Intacct selection on the Planner menu.

Note that uploading your Martus budget will replace the indicated Sage Intacct budget. This operation cannot be undone!

To Upload Budgets into Sage Intacct

1. You must be an admin user to upload Budgets into Sage Intacct
2. Go to Planner > Intacct 
3. Verify that the year is correct
4. Choose the Martus budget that you want to upload into Sage and then choose the Intacct budget that you want to load the Martus budget into
5. Select Don't Clear Existing Sage Intacct Budget ONLY if your Martus budget contains entities with different fiscal years (for example, a school with a fiscal year starting in July and a church with a fiscal year starting in January). Usually this means you have more than one Martus instance. Review this with Martus Support before uploading your budget if you need assistance.
6. Click 'Upload Budget.' 
7. The job will be queued, and can be viewed in Dashboard > Updater. When the job completes, it will indicate a status of Success or Error, and an email will be sent to the user who initiated the job. See Troubleshooting (below) for errors and how to resolve them. You can also send a screenshot of the error via a support ticket or to your Martus partner (if working with a Martus reseller).

Special Considerations

• The Planner > Intacct feature is available to all Admin users. It can also be made available to non-admin users by granting them a specific privilege. For non-admins, only the worksheets for which they have permission are uploaded. Non-admin users cannot select the Sage Intacct budget to be updated; that is pre-defined by a Martus Admin on the Planner > Intacct page.
• When an Admin user uploads a budget, the upload process syncs the Sage Intacct budget to the Martus budget so that it matches exactly, for the 12 months of the specified fiscal year. 
• When a non-admin user uploads a budget, the budget information for all the worksheets to which they have access is updated within the Sage Intacct budget for the 12 months of the specified fiscal year. There is an on-screen message that explains further that this will include any restricted or excluded accounts within those budget worksheets, even if the non-admin user does not have access to see or update those budget lines. 
• The target Sage Intacct budget must have budgetable reporting periods defined for the specified fiscal year. If it does not, an error message will be displayed.
• Only the top level budget in Sage Intacct is updated. To update budgets at the entity level, export the budget from Martus and import it into Sage Intacct.
  
  

Frequently Asked Questions

• Can I upload my budget multiple times? You can repeat the upload process as often as you wish, even for the same Martus budget. For example, if you’ve completed the budget for one location, you can upload your budget to Sage Intacct. Then, after you complete the budget for another location, you can upload the same Martus budget again.
• What is the 'Don't Clear Existing Sage Intacct Budget' button used for? That box should only be selected if you have different Martus instances that have different start months for the fiscal years. Do not select that box if that scenario does not apply to you.
• Does the budget upload affect any other fiscal years? The answer is 'No'. The budget upload process only updates the budget for the fiscal year that you select.
• What if some budget worksheets are not approved? Martus budget data is uploaded regardless of the approval status of individual worksheets within that budget.
• What if I've made just one change in my budget - how can I upload just that worksheet? Just follow the same instructions for uploading the budget. Only the changed data will be updated in Sage Intacct.
• If any part of a budget is locked or frozen, does that affect the upload? The upload is not impacted by frozen or locked worksheets or budgets.

Troubleshooting

If you experience errors uploading your budget, please create a ticket through the Knowledge Base if you are a direct Martus customer, or contact your Martus reseller if you are supported through one of our Martus partners. Include a screenshot of the error and any other relevant information, including steps to reproduce. 

Budget Export - Sage 100 and Sage 300

File-Based Integrations – Sage 100 – Export Budget

Step by Step:

1. Go to Planner > Sage 100. 
2. Verify the Fiscal Year and Budget name. The default is the current budget year and the Planner default budget.
3. Specify any dimension filters. If you have multiple Sage 100 company files within the same Martus instance, the best practice is to filter the output to a single Sage entity at a time. 
4. Enter a Budget Code to identify the Sage 100 budget into which this file is to be imported.
5. Click Export to produce the file.
    
   

File-Based Integrations – Sage 300 – Export Budget

Step by Step:

1. Got to Planner > Sage 300. 
2. Verify the Fiscal Year year and Budget name. The default is the current budget year and the Planner default budget. 
3. Specify any dimension filters.
4. Enter a Budget Code to identify the Sage 300 budget into which this file is to be imported.
5. Select the desired Currency.
6. Click Export to produce the file.
   
   

Budget Export - Financial Edge NXT

Martus customers with an interface to Financial Edge NXT can export their budget in a format that contains all the information necessary to import into Financial Edge, then use Blackbaud’s Budget Creator Excel Add-In (available on the Blackbaud Marketplace) to complete the budget import process. 

Step by Step

• Go to Planner > FinEdgeNxt. 
• Verify the Fiscal Year and Budget name. The default is the current budget year and the Planner default budget. 
• Specify any dimension filters if you only want to export part of your budget. Best practice is to export the entire budget at one time. 
• Click Export to produce the file.
  
   

Budget Export from Martus for ShelbyNext

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