Settings
Admin → Settings, then a category from the top navigation. Values are per BMS instance, so currency, timezone, tax rates and GL accounts reflect your region.
General
| Setting | Controls |
|---|---|
| Default Currency | Currency code for all transactions |
| Accounting Integration | The connected package: Xero, QuickBooks, BMS Debtors, or None |
| Default Time Zone | Date and time display |
| Default Working Hours | The template used for scheduling |
| Calendar Holidays | Public holidays used in scheduling calculations |
| Login Restrictions | Per-user access rules by business hours and IP range |
| Meter Import Sources | Automated meter-reading CSV imports by vendor |
| Tracking Category 1 / 2 | Codes mapped to the accounting package's tracking categories |
Accounting Integration is the master switch for Xero. Set to anything else and no Xero sync runs, however well an organisation is authorised — see Where Xero touches BMS.
Meter Import Sources covers the vendor feeds that bring readings in without anyone typing them: Ricoh, Konica Minolta, Kyocera, OKI, PrintAudit and Streamline NX among them. An asset whose readings arrive this way shows an import source rather than a person.
Import Settings / Export Settings move a whole settings configuration between BMS instances.
Two halves: the addresses mail is sent from, and the templates it is sent with.
| Address setting | Used for |
|---|---|
| Default From Email | General outbound sender |
| Default BCC Email | BCC'd on everything |
| Testing Email | Redirects all outbound mail to this address |
| System Messages From | Password resets and system notifications |
| On Hold Email | Notified when a customer is placed on hold |
| Inbox Notifications Email | Inbox notifications |
| Purchase Order From / Sales Order From / Invoice From / Invoice BCC | Per-document senders |
Warning
Testing Email silently redirects every outbound email in the system. It is there so a test instance cannot mail real customers — and if it is set on a live instance, nobody receives anything and nothing reports an error. Clear it to restore normal delivery. Check it first whenever "customers aren't getting our emails".
Subject and content templates exist for Invoices, Meter Requests, Service Jobs, Completed Job Reports, Service Job Backorders, Debtors Statements, CRM Opportunities and Sales Deal Backorders.
Customer
Reference data classifying CRM accounts, on three tabs — Sales Areas, Geo Areas and Industries — each with Add, Import and Export.
The others
Product, Service and Account settings follow the same shape: reference data and per-area behaviour, importable and exportable.