Reseller Customer Questionnaire

"*" indicates required fields

Reseller Information

Reseller Company Name*

Customer Information

Customer Company Name*

Fiscal Year Start Month*

Customer Vertical*

Accounting Software*

Order Date*

Expected Implementation Date*

Live date for accounting system:*

Martus Information

Subscription*

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)

Attachment for AP Bills Housed In:

Specify Other System AP Bills Housed In:

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):

Dimension Sequence in Martus

Intacct Native Dimension Name

Name in Martus

Required or Non-Budgetable (for Line Dims Only)

Dimension in Martus

Required/Non-Budgetable

Dimension in Martus

Required/Non-Budgetable

Dimension in Martus

Required/Non-Budgetable

Budgets to Sync from Sage Intacct

Budget ID

Year

Budget ID

Year

Budget ID

Year

Full GL Account Structure (Example: xx-xxxx-xxx-xxx)

Segment 1 Represents

Segment 2 Represents

Segment 3 Represents

Segment 4 Represents

Dimension Sequence in Martus

GL Account Segment

Name in Martus

Required or Non-Budgetable (for Line Dims Only)

SheetDim1

Comments or Additional Information