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FAQ
Reseller Customer Questionnaire
*
indicates required fields
Reseller Information
Reseller Company Name
*
Customer Information
Customer Company Name
*
Fiscal Year Start Month
*
Please Select
Please Select
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February
March
April
May
June
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August
September
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Customer Vertical
*
Please Select
Please Select
Non-Profit
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Accounting Software
*
Please Select
Sage Intacct (API Integration)
Business Central
Quickbooks Desktop
Quicksbooks Enterprise
Quickbooks Online
Other (File Based)
Multi-Entity Console Option set to Restrict to Top Level Only?
Please Select
Yes
No
Non-standard reporting periods? (ex. 4-4-5)
Please Select
Yes
No
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
*
Please Select
Please Select Subscription
Advanced
Advanced Plus
Enterprise
Essentials
Number of Users Ordered
Please 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
Please Select
Not Applicable
Required
Non-Budgetable
Intacct Native Dimension Name-LineDim2
Name in Martus - LineDim2
LineDim2
Please Select
Not Applicable
Required
Non-Budgetable
Intacct Native Dimension Name-LineDim3
Name in Martus - LineDim3
LineDim3
Please Select
Not Applicable
Required
Non-Budgetable
Budgets to Sync from Sage Intacct
Budget ID
Year
Budget ID
Year
Budget ID
Year
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