Global Settings

The Global Settings screen allows you to define the overall control defaults for all companies. There can only be one global settings record for your BST11 system.

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General

In the General area, enter information to define the global settings.

Field		Description
	Name	Enter a name to describe the document. The name does not have to be unique.
	Base Currency	Select the currency to be assigned as the base currency. For additional information about currencies, see Currency Types.
	Budget Category	Select a budget category. This is the default for your environment and is used when projects have a setting that only one budget category is responsible for all the revenue.
	Fee Type Map	Enter or select a fee type map. This is the default for staff utilization.
	Customer Account ID	Enter the BST customer ID. This is used for license control.

Revaluation

In the Revaluation area, select the reports to use during revaluation.

Field		Description
	Realized Gain / Loss Report	Select the report to be used by the realized gain / loss process.
	Unrealized Gain / Loss Report	Select the report to be used by the unrealized gain / loss process.

Pipeline Fee Categories

In the Pipeline Fee Categories area, select the budget categories used to estimate fees for change orders. These fields can be edited once the document is submitted to a final state, but the fields cannot be cleared.

Field		Description
	Labor	Enter or select an active budget category that was defined for use with labor. This will be used to estimate labor fees for change orders.
	Expense	Enter or select an active budget category that was defined for use with expenses. This will be used to estimate expense fees for change orders.
	Subconsultant	Enter or select an active budget category that was defined for use with subconsultant expenses. This will be used to estimate subconsultant expense fees for change orders.

Navigation Pane

In the Navigation Pane area, define how dates and numbers display on the Navigation Pane.

Field		Description
	Date Format	Select a date format to use on the Navigation Pane. By default, the yyyy-MM-dd format is selected. Note: Dates that are displayed as part of a display name will be updated based on this field.
	Example Date	Displays an example of the Date Format that will be displayed on the Navigation pane.
	Number Group Separator	Select the character used to separate number groups. Available options are Apostrophe('), Comma (,), Period (.), and Space ( ). Note: Based on this field, numbers that are part of the display name will be formatted accordingly, including the numbers where you enter a character as a separator.
	Number Decimal Separator	Select the character used to separate decimal numbers. Available options are Apostrophe('), Comma (,), Period (.), and Space ( ). Note: Based on this field, numbers that are part of the display name will be formatted accordingly, including the numbers where you enter a character as a separator.

Financial Input Date Validation

In the Financial Input Date Validation area, define a date range to limit date selection in financial date fields.

Note: If the Days Before Current Date and Days After Current Date fields are both set to 0, no validation is enforced against the financial date fields.

Field		Description
	Realized Gain / Loss Report	Select the report to be used by the realized gain / loss process.
	Unrealized Gain / Loss Report	Select the report to be used by the unrealized gain / loss process.

Once this date range is set, the Financial Input Date Validation is applied to the following input documents:

Document	Fields
Voucher	Document Date, Invoice Date, Due Date, Exchange Date, Tax Point Date, Discount Date, and Line Item >Transaction Date
Revenue Journal Entry Criteria	Document Date
Journal Entry	Document Date, Exchange Date, Transaction Date, and External Reference Date
General Ledger Entry	Document Date and Exchange Date
Project Detail Adjustment	Document Date
Deposit	Document Date, Exchange Date, and Line Item > Transaction Date
Unit Entry	Document Date and Line Item > Transaction Date

Billing

In the Billing area, select the check box to enable bill control warnings in billing documents.

Field		Description
	Bill History Warning	Select to record and display bill control warnings in the Prebill, Final Bill, and Bill documents. This box is checked by default. If deselected, warnings are not recorded nor displayed.