Company Settings - Global Settings

To View Global Settings

  1. Login to Corecon as an Admin.
  2. Click Settings (Gear Icon) at the top of the Main Menu.
  3. Click Company Settings | Global Settings.

General Settings

Default Currency

The currency specified in Settings will be the default when adding a Lead or Project but can be changed after it has been saved.

Fiscal Year Start

Corecon provides Fiscal Year Dashboards for project financials. This setting will affect how transactions will be filtered to show current and previous year results.

Transaction Security and Locking

  • Option 1: No locking - Transaction modifications allowed at any time.
  • Option 2: Lock Transactions: Specify locks at transaction level. Administrators can unlock.
    • The lock section is shown on the forms and anyone can lock the transaction. Once a transaction is locked, only an administrator is able to unlock the transaction.
  • Option 3: Lock Exported Transactions: Auto-lock exported transactions.
    • This setting is recommended when a CoreconLink utility for an accounting system is in use. If a transaction is exported or marked as exported, then this utility will automatically lock the exported transaction. However, an administrator can unlock it temporarily to make changes, but it is auto-locked again as soon as administrator moves away from the transaction.

Special Considerations With Workflow

If workflow is turned on and transaction workflow is in progress or completed, then the transaction is locked and cannot be modified unless workflow is abandoned. This is regardless of the locking settings. This is because workflow is considered stricter than any lock settings.

Please note that Transaction Locking and Workflow settings should be set once and not changed as it can cause confusion for the end user. This is also applicable to changing the type of workflow being used.

Application UI Theme (NEW)

On October 10th, Corecon has become Sage Construction Management - with a refreshed user interface (UI) and additional tools to enhance your productivity.

Admins can enable this new UI by checking the property 'Switch to Sage UI Theme (includes TeamLink)'. Once checked, all employees will be routed to the Sage UI the next time they log in to the browser solution.

Click here to see the new sign-in page.

The TeamLink Portal's UI has also been refreshed to reflect the Sage theme and will be impacted by this property. However, functionality within the portal such as responding to RFIs, Submittals, and submit progress invoices is still the same. As a precaution, admins should communicate to internal and external users when they intend to use the Sage UI theme just to avoid any confusion.

Read the October 2023 Release notes to learn more about Sage Construction Management, including how to try out the new user interface.

Round Transactions - Estimating and Financial Transactions

Unit price fields on estimate line items and project financial transactions can be out to four (4) decimal places. However, when the system calculates subtotal, tax and total, rounding will based on these settings. Typically, both settings are set to two (2).

The algorithm that Corecon uses for rounding is the "banker's rounding" method which is IEEE 754 standard or rounding to nearest even. This algorithm is also used by most major accounting engines. For more details on this algorithm, please click here.

Copyright © 2023 Corecon Technologies, Inc.