Nonprofit Collaborative Budgeting: Aligning Financial Strategy with Mission Goals
Nonprofits know all too well the importance of making every dollar count. With tight budgets and high expectations to deliver measurable impact,...
For Sage 100 users, financial management is central to everyday operations. With Martus’s new integration for Sage 100, organizations can take budgeting, reporting, and financial forecasting to the next level - without disrupting existing systems.
Martus works hand-in-hand with Sage 100 to enhance your ERP’s functionality, bringing automation, advanced reporting, and powerful forecasting tools into play.
While Sage 100 operates as a single-entity ERP, Martus makes it easy for businesses with multiple entities to manage finances by providing separate instances. This enables multi-entity Sage 100 customers to keep financial data organized and structured, maintaining clarity across each entity while still benefiting from seamless integration.
Sage 100 users rely on segmented accounts (main accounts and sub-accounts) to organize their general ledger, but Martus takes this a step further by dimensionalizing these segmented accounts. By naturalizing the GL account and treating sub-accounts as dimensions, Martus makes budgeting and reporting more flexible and detailed. Sounds complicated? Not to worry! Our implementation team works closely with you to configure the dimensions most important to your business, helping create reports and budgets tailored to your specific needs.
Martus’s integration automatically syncs your Sage 100 accounts and dimensions every night, along with the current and two previous months of GL activity, ensuring your financial data stays up-to-date without manual effort. In addition, users can run ad hoc syncs at any time, pulling in GL activity for any range of months, ensuring nothing is missed. With this feature, your financial data is always accurate and readily available to all of your Martus users with Martus’ full range of budget to actual reports.
One of the most powerful features of Martus is the ability to drill down to transaction level details on financial reports. You no longer have to flip back and forth between systems to view key details—all the information you need is available in Martus, in real time.
Martus simplifies the process of exporting budgets by providing an export format specifically optimized for Sage 100. This eliminates the need for complex data transformations or workarounds, making it easier than ever to move between your budgeting and ERP systems. Whether preparing for the next fiscal year or reviewing budgets, Martus ensures are you are easily able to move a completed budget back into Sage 100.
In addition to financial data, Martus supports statistical accounts based on non-financial accounts. This allows businesses to incorporate important non-financial data into their financial reporting and analysis, offering a more comprehensive view of organizational performance. The budgeted or actual statistical account values can even be used as budget drivers within Martus!
At Martus, we’re continually working to improve our Sage 100 integration. Upcoming features under consideration include pulling existing budgets from Sage 100 and displaying vendor or customer names in transaction details.. These enhancements will make the connection between the two platforms even more robust, providing users with greater control over their financial management.
Martus has created the Martus EZ Connector for Sage 100. You guessed it - It is designed to make integration easy.
Simply install the Martus EZ Connector on your Sage100 server, and our Martus implementation team will handle the configuration and setup. You’ll be up and running in less than an hour, enabling your team to hit the ground running with enhanced financial management tools! The EZ Connector ensures that your Martus database always has the latest information from Sage 100. Plus, the EZ Connector can be configured for either the ProvideX or the SQL Server versions of Sage 100.
Take the Next Step
Integrating Sage 100 with Martus unlocks powerful new capabilities for budgeting, reporting, and forecasting. By automating routine tasks, providing deeper financial insights, and ensuring real-time data updates, Martus helps Sage 100 users take full control of their financial future.
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