Admin Settings configure system-wide behaviour, email addresses, and the reference data used across all BMS modules. Navigate to Admin → Settings and select a category from the top navigation. Settings values are configured per BMS instance — currency, timezone, tax rates, and GL accounts will reflect your region.

General Settings configure core system behaviour. Key settings include: Default Currency (currency code for all transactions, e.g. AUD or ZAR), Accounting Integration (connected accounting package: Xero, QuickBooks, BMS Debtors, or None), Default Time Zone (controls date and time display), Default Working Hours (working hours template used for scheduling), Calendar Holidays (public holidays used in scheduling calculations), and Login Restrictions (per-user access rules based on business hours and IP ranges).

Meter Import Sources configures automated meter reading CSV imports by vendor — supported sources include Ricoh, Konica Minolta, Kyocera, OKI, PrintAudit, and Streamline NX. Tracking Category 1 and Tracking Category 2 map to accounting tracking category codes used when syncing transactions to your accounting package (for example, Xero Tracking Categories).

Import Settings and Export Settings allow you to transfer the full settings configuration between BMS instances.

Email Settings configure both the email addresses used for outbound communications and the templates used for each workflow. Settings are grouped into address fields and template fields (subject and content) for each email type.

Address settings: Default From Email (general outbound sender), Default BCC Email (BCC'd on all emails), Testing Email (redirects all outbound mail to this address — clear to restore normal delivery), System Messages From (password resets and system notifications), On Hold Email (notified when a customer is placed on hold), Inbox Notifications Email, Purchase Order From, Sales Order From, Invoice From, and Invoice BCC.

Email template settings (subject and content) are available for each major workflow: Invoices, Meter Requests, Service Jobs, Completed Job Reports, Service Job Backorders, Debtors Statements, CRM Opportunities, and Sales Deal Backorders. Each template can be customised for your organisation.

Customer Settings manages the reference data used to classify CRM Accounts. It has three tabs — Sales Areas, Geo Areas, and Industries — each with Add, Import, and Export actions.

Sales Areas define the geographic sales territories assigned to accounts. A CRM user assigned to a Sales Area sees only accounts within that area, making Sales Areas the primary visibility control for CRM reps. Geo Areas provide a secondary geographic classification for reporting and filtering. Industries classify accounts by sector — the full ANZSIC industry code list is available by default.

Product Settings manages the classification framework applied to stock products. It has three tabs — Product Categories, Product Brands, and Custom Fields — each with Add, Import, and Export actions.

Product Categories organise products into a two-level hierarchy (parent category and sub-category) used across stock, billing, and reporting. Standard categories include Machine, Component, and Consumable. Additional categories such as IT Hardware, IT Services, Collaboration, and Managed Print Solutions can be configured as your product range expands. Product Brands record manufacturers and brands. Custom Fields define additional attributes on product records.

Service Settings manages reference data for service job management. It has two tabs — Resolution Codes and Job Categories — each with Add, Import, and Export actions.

Resolution Codes are the outcome codes recorded when a job activity is completed. Each code has a description and a short identifier (for example: RSV = Resolved, ABN = Abandoned/Unable to Complete, CNA = Customer Not Available). Job Categories classify service jobs by type for filtering and reporting on the Jobs index.

Account Settings configures the default GL account mappings for stock and billing transactions. GL accounts and tax rates shown here reflect your region and chart of accounts (e.g. GST rates for Australia, VAT rates for South Africa).

Product Defaults maps each action type — Sales, Cost, Stock, and Expense — to a GL account and tax rate. These defaults apply to all products without a specific account override. Special Accounts maps system functions to their GL accounts: Purchase Accruals (the holding account between goods receipt and supplier invoice) and Stock In Transit (stock dispatched but not yet received). The Update Products action applies the current default mappings across all existing product records.