Preferences

Training demonstrations related to this topic (click to start):

Interface Scheduler (9:24)
Configure Checks (5:37)

Use the Preferences function to customize various aspects of GlobalWare to your particular needs, such as colors, checks, file directories, printer options and locations, dashboard images, and global distribution system (GDS) interfaces.

To access the preferences, on the System submenu, click Preferences.

The Preferences screen appears.

Except when otherwise noted, preferences apply to this workstation. For example, if you change colors, the new color applies only to this workstation, not any other workstations that run GlobalWare.

Interfaces

The interface tabs at the top of the screen enable you to set up interface preferences. For a description of the fields, click the appropriate link below:

Colors

GlobalWare enables you to customize two colors:

Focus – The background color of the active data entry field.
Error – The background color of a data entry field with missing or invalid data.

To change either of these colors, click the ellipsis () button associated with the Focus or Error field. Select one of the displayed colors by clicking it. When you have selected the color, click OK to return to the Preferences screen.

Checks

Field descriptions for the Checks area

Field	Description
Type	GlobalWare provides two formats for checks: dot matrix and laser. Dot matrix format is the stub followed by the check. Laser format is the check followed by two stubs. Select Dot Matrix or Laser from the drop-down list. To test the laser format, click CHECK FORMAT. For more information, see Customizing the Laser Check Format.
Ask for Comments	GlobalWare prints the account ID address on the check. You also have the option to print comments on the checks generated through the Write Individual Checks function. If you want to enter comments, or be able to edit the address, select this option. If you do not select this option, GlobalWare will print the account ID address and no comments on the check. (For checks generated through the Batch Checks function, GlobalWare prints the account ID address and no comments on the check.)
No Gross / Comm on Stub	For checks paying the provider for invoice items, the stub includes the gross amount, commission amount, and net amount (amount paid). If you prefer that the provider not know the gross and commission amount, select this option to suppress printing that information on the stub. Note: This option applies to all workstations printing checks.

Field

Description

Type

GlobalWare provides two formats for checks: dot matrix and laser. Dot matrix format is the stub followed by the check. Laser format is the check followed by two stubs. Select Dot Matrix or Laser from the drop-down list.

To test the laser format, click CHECK FORMAT. For more information, see Customizing the Laser Check Format.

Ask for Comments

GlobalWare prints the account ID address on the check. You also have the option to print comments on the checks generated through the Write Individual Checks function. If you want to enter comments, or be able to edit the address, select this option. If you do not select this option, GlobalWare will print the account ID address and no comments on the check. (For checks generated through the Batch Checks function, GlobalWare prints the account ID address and no comments on the check.)

No Gross / Comm on Stub

For checks paying the provider for invoice items, the stub includes the gross amount, commission amount, and net amount (amount paid). If you prefer that the provider not know the gross and commission amount, select this option to suppress printing that information on the stub.

Note: This option applies to all workstations printing checks.

For CHECK FORMAT, see Customize the Laser Check Format.

Note: This button applies to all workstations printing checks.

For more information about printing checks, see Print Checks Overview.

To order check stock, contact Mark Business Forms (800) 621-5118.

Directories

Financial Statement Directory – The location of your financial statements layout file (Finstmt.xls). If this field is blank, it means the financials are stored in the Gblware folder. (You indicated where the Gblware folder should be located when you installed GlobalWare.)
IAR BOS File Directory – The location where IAR Reconciliation will look for BOS files. Initially, these files are located in the Gblware\iarbos folder on your computer. (You indicated where the Gblware folder should be located when you installed GlobalWare.)
GW Plus File Directory – The location where GWPlus (for AAA agencies) will store files. Initially, these files are located in the Gblware\sof folder on your computer. (You indicated where the Gblware folder should be located when you installed GlobalWare.)

Printer Options and Location

REN II Printer – The printer to use for printing refund and exchange notice (REN) forms.
Check Printer – The printer to use for printing checks.
Compress Printing on Agency Reports – By default, agency reports use spacing to make reading easier. Select this option to remove spacing (report compressing when printing to PDF. This option does not affect previews or the agency's customer-facing reports.
Print Agency Reports without Alternating Colors – By default, agency reports use alternating colors for rows to make reading easier. Select this option to suppress alternating colors when printing to PDF. This option does not affect previews or the agency's customer-facing reports.

Dashboard Images

By default, the two panes on the right side of the GlobalWare dashboard display Travelport-provided graphics and pane titles. You can customize either of these analytics panes. For more information, see Using the Customizable Analytics Panes.