Using the GlobalWare Menu
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Training demonstration related to this topic (click to start): |
The GlobalWare menu includes submenus, each providing access to a grouping of GlobalWare functionality. For example, the Invoice submenu lists options that access functions and reports related to invoices.
To expand a submenu to view its options, click the submenu (for example, Accounts or Commission).
Submenu options use the following icons:
-
indicates a GlobalWare function. -
indicates a GlobalWare report.
To access a function or report, click the associated icon.
Note: Security settings in your user profile determine your access to GlobalWare functions and reports. If your user profile does not allow access to specific areas of GlobalWare functionality, the function and report options for those areas will be grayed out.
For details about the submenus and their options, see GlobalWare Submenus.
Pinning and unpinning the GlobalWare menu
You can pin the menu to the dashboard to set an expanded view, or you can unpin it so it becomes fully visible when the pointer is positioned on "MENU" and collapses when the pointer is moved away from the menu.
To pin the menu so it stays fully visible on the dashboard, click the unpin (
) icon at the top of the menu. To unpin the menu, click the pin (
) icon.
GlobalWare menus
This section describes the following GlobalWare submenus.
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Invoice submenu
The Invoice submenu includes functions and reports related to invoices. See Basics of Invoices.
The following table describes the Invoice submenu options.
| Option | Description |
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Duplicate Invoice Review |
Opens the Duplicate Invoice Review screen. See Duplicate Invoice Review. |
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Invoice Edit & Query |
Opens the Invoice Edit & Query screen. See Accessing the Invoice File. |
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Invoice Change Log |
Opens the Invoice Change Log dialog box. See Invoice Change Log. |
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Invoice Status Report |
Opens the Invoice Status Report dialog box. See Invoice Status Report. |
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Missing Invoices Report |
Opens the Missing Invoices Report dialog box. See Missing Invoices Report / Missing Records Report / Missing Tickets Report. |
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Sales Analysis |
Opens the Sales Analysis dialog box. See Sales Analysis. |
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Ticket Activity Report |
Opens the Ticket Activity Report dialog box. See Ticket Activity Report. |
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Ticket Booking and Purchase Date Analysis |
Opens the Ticket Booking and Purchase Date Analysis dialog box. See Ticket Booking and Purchase Date Analysis. |
Interface submenu
The Interface submenu includes functions and reports related to interfaces or importing invoices. See GDS Interface Overview.
The following table describes the Interface submenu options.
| Option | Description |
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Amadeus |
Opens the Amadeus Interface screen. See Processing the Amadeus Interface. |
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Apollo |
Opens the Apollo Interface screen. See Processing the Apollo Interface. |
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Travelport+ |
Opens the Travelport+ Interface screen. See Processing the Travelport+ Interface. |
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Import Invoices |
Opens the Import Invoices screen. See Import Invoices Overview. |
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Sabre |
Opens the Sabre Interface screen. See Processing the Sabre Interface. |
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Worldspan |
Opens the Worldspan Interface screen. See Processing the Worldspan Interface. |
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Missing Records Report |
Opens the Missing Records Report dialog box. See Missing Invoices Report / Missing Records Report / Missing Tickets Report. |
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Reprint Last Interface |
Opens the Reprint Last Interface dialog box. See Reprint Last Interface. |
Accounts submenu
The Accounts submenu includes the Account ID and Adjust Accounts functions. It also includes reports related to accounts. See Account ID Overview.
The following table describes the Accounts submenu options.
| Option | Description |
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Account ID |
Opens the Account ID screen. See Using the Account ID Screen. |
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Adjust Accounts |
Opens the Adjust Accounts screen. See Adjust Accounts Overview. |
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Property Import |
Opens the Property Import screen. See Property Import. |
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Account Activity Report |
Opens the Account Activity Report dialog box. See Account Activity Report. |
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Applied History Report |
Opens the Applied History Report dialog box. See Applied History Report. |
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Contact Report |
Opens the Contact Report dialog box. See Contact Report. |
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Preferred Provider Report |
Opens the Preferred Provider Report dialog box. See Preferred Provider Report. |
A/R submenu
The A/R submenu includes accounts receivable functions, such as Bank Deposit, and reports related to accounts receivable.
The following table describes the A/R submenu options.
| Option | Description |
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Bank Deposit |
Opens the Bank Deposit Start screen. See Creating Deposits and Working with Existing Deposits. |
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Bank Reconciliation |
Opens the Bank Reconciliation screen. See Bank Reconciliation. |
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Edit Payment Options |
Opens the Edit Payment Options screen. See Edit Payment Options. |
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Import Agency Plastic Payments |
Opens the Import Agency Plastic Payments screen. See Import Agency Plastic Payments. |
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Post Deposit |
Opens the Post Deposit screen. See Post Deposit. |
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Void Cash Receipt |
Opens the Void Cash Receipt screen. See Void Cash Receipt. |
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Accounts Receivable Reports |
Opens the Accounts Receivable Reports dialog box. See Accounts Receivable Reports. |
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Cash Receipts Query |
Opens the Cash Receipts Query dialog box. See Running the Cash Receipts Query Report. |
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See Cash Balance |
Opens the See Cash Balance dialog box. See See Cash Balance. |
A/P submenu
The A/P submenu includes accounts payable functions, such as Print Checks, and reports related to accounts payable.
The following table describes the A/P submenu options.
| Option | Description |
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Expense Payables |
Opens the Expense Payables screen. See Using the Expense Payables Screen. |
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Print Checks |
Opens the Print Checks screen. Use this screen to write individual checks, batch print/store checks, print checks by using the Check Queue Maintenance function, or void/delete checks. See Using the Print Checks Screen. |
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Record Checks |
Opens the Record Checks screen. Use this screen to write individual checks, store checks, or void/delete checks. This option does not provide print functionality nor the Check Queue Maintenance function. See Using the Record Checks Screen. |
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Check Detail Query |
Opens the Check Detail Query dialog box. See Check Detail Query. |
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Expense Payables Report |
Opens the Expense Payables Report dialog box. See Expense Payables Report. |
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Travel Payables Reports |
Opens the Travel Payables Reports dialog box. See Travel Payables Reports. |
ARC/BSP submenu
The ARC/BSP submenu includes the IAR Discrepancy Report function and reports related to settlements and missing tickets.
The following table describes the ARC/BSP submenu options.
| Option | Description |
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ARC/BSP/Dir Settlement Report |
Opens the ARC/BSP/Dir Settlement Report dialog box. See ARC/BSP/Dir Settlement Report. |
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IAR Discrepancy Report |
Opens the IAR Discrepancy Report screen. See Importing and Reconciling IAR. |
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Batch Print RENs |
Opens the Batch Print RENs dialog box. See Batch Print RENs. |
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Missing Tickets Report |
Opens the Missing Tickets Report dialog box. See Missing Invoices Report / Missing Records Report / Missing Tickets Report. |
GL submenu
The GL submenu includes functions and reports related to general ledger.
The following table describes the GL submenu options.
| Option | Description |
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Automatic Reconciliation |
Opens the Automatic Reconciliation screen. See Automatic Reconciliation. |
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Budget Import |
Opens the Budget Import screen. See Budget Import. |
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Change Posting Date |
Opens the Change Posting Date screen. See Change Posting Date. |
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Chart of Accounts |
Opens the Chart of Accounts screen. See Chart of Accounts Overview. |
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GL Edit & Query |
Opens the GL Edit & Query screen. See General Ledger Transactions. |
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GL Import |
Opens the GL Import screen. See General Ledger Import Procedure. |
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GL Proof of Balances |
Opens the GL Proof of Balances screen. See GL Proof of Balances. |
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GWPlus – Create Export Files |
Opens the GWPlus – Create Export Files screen. See Using GWPlus to Create Export Files. |
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Journal Entries |
Opens the Journal Entries screen. See Journal Entries. |
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Manual Reconciliation |
Opens the Manual Reconciliation screen. See Manual Reconciliation. |
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Move GL Control Number |
Opens the Move GL Control Number screen. See Move GL Control Number. |
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Post Invoices to GL |
Opens the Post Invoices to GL screen. See Post Invoices to GL. Note: This submenu option is available only if GlobalWare is set up for accrual accounting. |
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Post Gross Sales |
Opens the Post Gross Sales screen. See Post Gross Sales. Note: This submenu option is available only if GlobalWare is set up for cash-basis accounting. |
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Standard GL Entries |
Opens the Standard GL Entries screen. See Standard GL Entries. |
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Balance GL to Subledgers |
Opens the Balance GL to Subledgers dialog box. See Balance GL to Subledgers. |
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Chart of Accounts Reviews |
Opens the Chart of Accounts Reviews dialog box. See Chart of Accounts Reviews. |
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Financial Statements |
Opens the Financial Statements dialog box. See Financial Statements. |
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General Ledger Report |
Opens the General Ledger Report dialog box. See General Ledger Report / Journal Entry Register. |
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GL Change Log |
Opens the GL Change Log dialog box. See G/L Change Log. |
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Invoice Posting Detail Report |
Opens the Invoice Posting Detail Report dialog box. See Invoice Posting Detail Report. |
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Journal Entry Register |
Opens the Journal Entry Register dialog box. See General Ledger Report / Journal Entry Register. |
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Trial Balance |
Opens the Trial Balance dialog box. See Trial Balance. |
Commission submenu
The Commission submenu includes functions and reports related to all commissions (tracked, agent, and provider commissions, and reports used to negotiate commissions).
The following table describes the Commission submenu options.
| Option | Description |
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Commission Tracking |
Opens the Commission Tracking screen. See Accessing Commission Tracking Items. |
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Comm. Maintain Providers |
Opens the Maintain Providers screen. See Commission Maintain Providers. |
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Comm. Profile Edit |
Opens the Commission Profile Edit screen. See Commission Profile Edit. |
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Comm. Reconciliation |
Opens the Commission Reconciliation screen. See Using the Commission Reconciliation Screen. |
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Edit Agent Commission File |
Opens the Edit Agent Commission File screen. See Using the Edit Agent Commission File Screen. |
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Agent Commission Report |
Opens the Agent Commission Report dialog box. See Agent Commissions Overview. |
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CC Commission Receivables |
Opens the CC Commission Receivables dialog box. See CC Commission Receivables. |
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Commission Payment Status |
Opens the Commission Payment Status dialog box. See Commission Payment Status. |
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Consultant Production Report |
Opens the Consultant Production Report dialog box. See Consultant Production Report. |
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Market Share by Airline |
Opens the Market Share by Airline dialog box. See Market Share by Airline. |
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Provider Commission Statements |
Opens the Provider Commission Statements dialog box. See Provider Commission Statements. |
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Segment Analysis |
Opens the Segment Analysis dialog box. See Segment Analysis. |
Corporate submenu
The Corporate submenu includes functions and reports related to corporate accounts.
The following table describes the Corporate submenu options.
Note: CCR is Credit Card Reconciliation.
| Option | Description |
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CCR Edit Accounts |
Opens the CCR Edit Accounts screen. See Using the CCR Edit Accounts Screen. |
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CCR Import, Reconcile and Report |
Opens the CCR Import, Reconcile and Report screen. See Reconciliation Procedure Overview. |
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CCR Maintenance |
Opens the CCR Maintenance screen. See Maintaining CCR Transactions. |
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CCR Reload Data |
Opens the CCR Reload Data screen. See Reloading CCR Data. |
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Corp. Con. Edit CC Account |
Opens the Edit CC Account screen. See Setting Up Accounts and Editing Parameters. |
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Corp. Con. Edit Parameters |
Opens the Edit Parameters screen. See Setting Up Accounts and Editing Parameters. |
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Corp. Con. Export/Print Files |
Opens the Export/Print Corporate Consolidation Files screen. See Generating Reports and Handoff Files. |
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Corp. Review Transactions |
Opens the Corporate Review Transactions screen. See Corporate Review Transactions. |
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Edit Savings Codes |
Opens the Edit Savings Codes screen. See Edit Savings Codes. |
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Finance Charges/Discounts |
Opens the Finance Charges/Discounts screen. See Finance Charges and Discounts. |
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Corp. Cost per Nautical Mile |
Opens the Cost Per Nautical Mile dialog box. See Corp. Cost Per Nautical Mile. |
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Corp. Client History Report |
Opens the Client History Report dialog box. See Corp. Client History Report. |
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Corp. Sales Analysis |
Opens the Corporate Sales Analysis dialog box. See Corp. Sales Analysis. |
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Corporate Reports |
Opens the Corporate Reports dialog box. See Corporate Reports. |
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Credit Limit Report |
Opens the Credit Limit Report dialog box. See Credit Limit Report. |
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Customer Statements |
Opens the Customer Statements dialog box. See Customer Statements. |
Groups submenu
The Groups submenu includes functions and reports related to groups. See Introduction to Groups.
The following table describes the Groups submenu options.
| Option | Description |
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Group Adjust |
Opens the Group Adjust screen. See Group Adjust Overview. |
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Group Maintenance |
Opens the Group Maintenance screen. See Maintaining Groups. |
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Passenger Maintenance |
Opens the Passenger Maintenance screen. See Maintaining Passengers and Flights. |
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Agent Profit Sharing |
Opens the Agent Profit Sharing dialog box. See Agent Profit Sharing. |
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Airline Manifest |
Opens the Airline Manifest dialog box. See Airline Manifest. |
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Arrival/Departure Manifest |
Opens the Arrival/Departure Manifest dialog box. See Arrival/Departure Manifest. |
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Customer Transaction History |
Opens the Customer Transaction History dialog box. See Customer Transaction History. |
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Group Exception List |
Opens the Group Exception List dialog box. See Group Exception List. |
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Group Invoice List |
Opens the Group Invoice List dialog box. See Group Invoice List. |
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Inventory Summary |
Opens the Inventory Summary dialog box. See Inventory Summary. |
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Option Manifest |
Opens the Option Manifest dialog box. See Option Manifest. |
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Passenger Manifest |
Opens the Passenger Manifest dialog box. See Passenger Manifest. |
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Payments In/Out Report |
Opens the Payments In/Out Report dialog box. See Payments In/Out Report. |
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Rooming List |
Opens the Rooming List dialog box. See Rooming List. |
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Travel & Billing Statements |
Opens the Travel & Billing Statements dialog box. See Travel & Billing Statements. |
Tools submenu
The Tools submenu includes word processing, backup, and functions and reports related to batch reporting.
The following table describes the Tools submenu options.
| Option | Description |
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Backup |
Opens the Backup screen. See Backing Up GlobalWare Data. |
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Batch Maintenance |
Opens the Batch Maintenance screen. See Batch Maintenance. |
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GlobalWare Word Processor |
Opens the GlobalWare Word Processor screen. See Word Processing Overview. |
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Batch Printing |
Opens the Batch Printing dialog box. See Batch Printing. |
System submenu
The System submenu includes functions and reports related to system users.
The following table describes the System submenu options.
| Option | Description |
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Branch & STP Locations |
Opens the Branch & STP Locations screen. See Branch & STP Locations. |
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Closed Months |
Opens the Closed Months screen. See Closed Months. |
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Duplicate Chain/Car Codes |
Opens the Duplicate Chain/Car Codes screen. See Duplicate Chain/Car Codes. |
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Edit City Codes |
Opens the Edit City Codes screen. See Edit City Codes. |
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Edit Deposit Codes |
Opens the Edit Deposit Codes screen. See Edit Deposit Codes. |
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Edit Market Codes |
Opens the Edit Market Codes screen. See Edit Market Codes. |
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Employee Security |
Opens the Employee Security screen. Also opens the Edit Employee screen. See Employee Security. |
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Interest Delete |
Opens the Interest Delete screen. See Interest Delete. |
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Managed Tasks |
Opens the Managed Tasks screen. See Managed Tasks. |
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PCI Security |
Opens the PCI Security screen. See Changing PCI Security. |
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Preferences |
Opens the Preferences screen. See Preferences. |
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Processing Table |
Opens the Processing Table screen. See Processing Table Overview and Using the Processing Table Screen. |
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Purge Data |
Opens the Purge Data screen. See Purge Data. |
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System Control |
Opens the System Control screen. See System Control Overview. |
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Travel/Customer/ |
Opens the Travel/Customer/Revenue Types screen. See Travel, Customer, and Revenue Types Overview and Using the Travel/Customer/Revenue Types Screen. |
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Year End Close |
Opens the Year End Close screen. See Year End Close. |
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Print Database Structure |
Opens the Print Database Structure dialog box. See Printing the Database Structure. |
Help submenu
The Help submenu includes help systems related to GlobalWare.
The following table describes the Help submenu options.
| Option | Description |
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About GlobalWare |
Opens the About GlobalWare dialog box. See About GlobalWare. |
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Amadeus Formats |
Opens the GlobalWare Amadeus Interface help system. See Amadeus Formats. |
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Apollo Formats |
Opens the GlobalWare Apollo Interface help system. See Apollo Formats. |
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Contents for GlobalWare |
Opens the GlobalWare Help system. See Contents for GlobalWare. |
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Travelport+ Formats |
Opens the GlobalWare Travelport+ Interface help system. See Travelport+ Formats. |
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Sabre Formats |
Opens the GlobalWare Sabre Interface help system. See Sabre Formats. |
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Worldspan Formats |
Opens the GlobalWare Worldspan Interface help system. See Worldspan Formats. |