Reseller Customer Questionnaire

* indicates required fields

Reseller Information

Reseller Company Name*

Customer Information

Customer Company Name*

Fiscal Year Start Month*

Customer Vertical*

Accounting Software*

Multi-Entity Console Option set to Restrict to Top Level Only?

Non-standard reporting periods? (ex. 4-4-5)

Reseller users to be added to client’s environment (name and email):

Order Date*

Expected Implementation Date*

Live date for accounting system:*

Martus Information

Subscription*

Number of Users OrderedPlease enter a number from 5 to 500

Please select which Add Ons you Ordered

Multi-Currency
Budget Change Requests
Additional Instance of Martus
Martus Connector

Optional Martus Features to be turned on:

Designated Funds Report
Cost of Goods Sold
Statistical Accounts (Adv. Plus; Sage Intacct only)
Attachments for AP Bills (Sage Intacct only)

Intacct Native Dimension Name-SheetDim1

Name in Martus - SheetDim1

Required or Non-Budgetable - SheetDim1

Intacct Native Dimension Name-SheetDim2

Name in Martus - SheetDim2

Required or Non-Budgetable - SheetDim2

Intacct Native Dimension Name-SheetDim3

Name in Martus - SheetDim3

Required or Non-Budgetable - SheetDim3

Intacct Native Dimension Name-SheetDim4

Name in Martus - SheetDim4

Required or Non-Budgetable - SheetDim4

Intacct Native Dimension Name-LineDim1

Name in Martus - LineDim1

LineDim1

Intacct Native Dimension Name-LineDim2

Name in Martus - LineDim2

LineDim2

Intacct Native Dimension Name-LineDim3

Name in Martus - LineDim3

LineDim3

Budgets to Sync from Sage Intacct

Budget ID

Year

Budget ID

Year

Budget ID

Year

Comments or Additional Information

Form Type