Global settings

View the global settings

1. Log in to Sage Construction Management as an Administrator.

2. Select Settings () > Company Settings> Global Settings.

General settings

• Default currency: The currency specified in this field is used as the default when creating a lead or project. You can change the currency after saving the record.

• Fiscal year start: Sage Construction Management provides fiscal year dashboards for project financials. This setting affects how transactions are filtered to show current and previous year results.

• Transaction locking.

  • No locking: Transaction modifications allowed at any time.: Transaction updates are allowed at any time.
  • Lock transactions: Specify locks at transaction level. Administrators can unlock.: Specify locks at the transaction level. Administrators can unlock transactions. The lock status appears on transaction forms. Any user can lock a transaction, but only administrators can unlock it.
  • Lock exported transactions: Auto-lock exported transactions. Applicable only when using AccountingLink products.: Automatically locks exported transactions when using .

    When a transaction is exported or marked as exported, it is locked automatically. Administrators can temporarily unlock transactions to make changes. The transaction is locked again when the form is closed.

  If workflow is enabled and a transaction workflow is in progress or completed, the transaction is locked and cannot be modified unless the workflow is abandoned. Workflow rules override transaction locking settings.

  Configure transaction locking and workflow settings during initial setup and leave them unchanged. Changing these settings later may confuse users. This also applies when switching between workflow types.

• Locale.

  • English (United States): Sage Construction Management uses United States settings and terminology. This is the default option.

  • English (United Kingdom): Sage Construction Management uses United Kingdom settings and terminology.

Rounding settings

Unit price fields on estimate line items and project financial transactions can support up to four decimal places. When Sage Construction Management calculates subtotals, tax, and totals, rounding follows the Estimate rounding and Transaction rounding settings. Typically, both settings use two decimal places.

Sage Construction Management uses banker’s rounding, which follows the IEEE 754 standard and rounds to the nearest even number. Most major accounting engines use the same method.