Company Settings Page: Difference between revisions

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{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}


{{#ev:youtube|ua4n38oi9KY|960|center|How to use the company settings page in BorderConnect.}}
<div class="bc-wrap">


The '''Company Settings''' page in [https://www.borderconnect.com BorderConnect] allows the user to manage and change settings in BorderConnect. These settings include changing ACI and ACE eManifest settings, such as changing your default carrier code or SCAC code when starting eManifests, setting auto-suggest for trip number, and auto assigning specific drivers or trailers. Or enabling ACE shipment import buttons or enabling the ability to reference ACI shipments for other carriers.
<div class="bc-article-hero">
<h1>Company Settings</h1>
<p>Configure default behaviors, automation rules, and display options for your BorderConnect account.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-cogs"></i> Type: Configuration</span>
<span class="bc-article-pill"><i class="fas fa-users"></i> Scope: Global Account</span>
</div>
</div>


== ACI eManifest Settings ==
<div class="bc-card">
<h2 style="margin-top: 0;">Overview</h2>


[[File:Aci-emanifest-settings.png|thumb|right|360px|ACI eManifest settings section in the '''Company Settings''' page]]This section of the page displays the options the user has to change any settings related to ACI eManifests in BorderConnect.
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Β  Β  <div class="bc-play-icon"><i class="fas fa-play-circle"></i></div>
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Β  <div class="bc-video-caption"><strong>Tutorial:</strong> How to use Company Settings</div>
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;Default Carrier Code
<p>The <strong>Company Settings</strong> page in [https://www.borderconnect.com BorderConnect] is the central control panel for your account. Accessed from the <strong>Account</strong> menu, it allows administrators to configure how BorderConnect behaves when creating, editing, importing, and managing shipments.</p>
:Used to set a default carrier code. Changing this will set the carrier code to be automatically used when [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|starting a new ACI eManifest]] or [[Start_New_ACI_Shipment_Page_(ACI_eManifest)|ACI shipment]].
;ACI Trip Numbers Always Start With
:Prefix applied to new ACI trip numbers. This field allows user to automatically establish a prefix as part of their ACI eManifest trip numbers. For example (1234 CRN 0000123).
;Auto Suggest ACI Trip Number
:This setting will automatically enable the user to continue to the next unique number in the sequence when [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|starting a new ACI eManifest]] without typing it in. For example, if the last ACI eManifest trip number was 1234 000123, the next time the user creates a new ACI eManifest, the trip number will be automatically generated as 1234 000124.
;Enable ACI FAST Lane Notifications
:This setting sends out FAST lane eligibility notifications to users when the driver profiles have "ACI On File" enabled in their driver profile.
;Exclude Driver Name From ACI Driver's Copies
:Enabling this setting omits the driver name associated to the ACI eManifest when printing, emailing or faxing the driver copy from an ACI eManifest.
;Display ACI Import Buttons
:This allows you to import ACI trips and shipments with JSON. This will also reveal the import button at the bottom of the [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|Start New ACI eManifest Page]].


== ACE Manifest Settings ==
<p><strong>Key Capabilities:</strong></p>
<div class="bc-cleanlist">
* <strong>Defaults & Automation:</strong> Set default ports, carrier codes, and auto-incrementing trip numbers.
* <strong>Validation:</strong> Control warning messages for missing seals or PARS stickers.
* <strong>Branding:</strong> Customize coversheets with your company logo and footer information.
* <strong>Workflow:</strong> Enable or disable specific features like RNS, detailed driver copies, and API integrations.
</div>


[[File:Ace-manifest-settings.png|800px]]
<p><em>Note: Changes made on this page apply immediately to all users on the account.</em></p>
<div style="clear: both;"></div>
</div>


This section of the page displays the options the user has to change any settings related to ACE Manifests in BorderConnect.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACI eManifest Settings</h2>


;Default SCAC Code:
<div class="bc-card">
:Used to set a default SCAC code. Changing this will set the SCAC code to be automatically used when [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|starting a new ACE Manifest]] or [[Start_New_ACE_Shipment_Page_(ACE_Manifest)|ACE shipment]].
<p>These settings affect how new ACI eManifests and ACI shipments are created.</p>
;ACE Trip Numbers Always Start With
:Prefix applied to new ACE trip numbers. This field allows user to automatically establish a prefix as part of their ACE eManifest trip numbers. For example (ABCD TRIP 0000123).
;Auto Suggest ACE Trip Number
:This setting will automatically enable the user to continue to the next unique number in the sequence when starting a new ACE Manifest without typing it in. For example, if the last ACE Manifest trip number was ABCD 000123, the next time the user creates a new ACE Manifest, the trip number will be automatically generated as ABCD 000124.
;Display ACE Import Buttons
:This allows you to import ACE trips and shipments with JSON. This will also reveal the import button at the bottom of the [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|Start New ACE Manifest Page]].
;Require Existing Active SCAC for ACE Imports
:This setting will require SCACs in ACE imports to be already set up on your account and not deactivated. If this setting is disabled the user will be allowed to import SCACs that are either deactivated or not added to the company profile.


== Shared eManifest Settings ==
[[File:Aci-emanifest-settings.png|800px|thumb|center|ACI eManifest settings section]]


[[File:Shared-emanifest-settings.png|800px]]
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Setting</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Default Carrier Code</strong></td>
<td>The Carrier Code automatically applied when [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|starting a new ACI eManifest]].</td>
</tr>
<tr>
<td><strong>Trip Number Prefix</strong></td>
<td>A static prefix applied to all new ACI trip numbers (e.g., <code>1234</code> to create <code>1234...</code>).</td>
</tr>
<tr>
<td><strong>Auto Suggest Trip Number</strong></td>
<td>Automatically increments the next available trip number when creating a new ACI eManifest.</td>
</tr>
<tr>
<td><strong>FAST Lane Notifications</strong></td>
<td>Sends FAST eligibility notifications when drivers have "ACI On File" enabled.</td>
</tr>
<tr>
<td><strong>Exclude Driver Name</strong></td>
<td>Removes the driver's name from printed, faxed, or emailed ACI driver copies for privacy.</td>
</tr>
<tr>
<td><strong>Display Import Buttons</strong></td>
<td>Enables JSON import for ACI trips/shipments and reveals the import button on the Start New ACI eManifest page.</td>
</tr>
</table>
</div>


This section of the page displays the options the user has to change any shared settings related to ACE and ACI eManifests in BorderConnect.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACE Manifest Settings</h2>


;Display "No Seal" Warnings
<div class="bc-card">
:Enabling this provides warnings on your ACE Manifest or ACI eManifest when no seal is entered for either the truck or the trailer assigned in the eManifest. This setting is commonly used when users consistently add seals to the conveyance or equipment on their eManifest.
<p>These settings control how ACE Manifests are created and imported.</p>
;Use Verification Features
:This allows co-workers to verify the accuracy of eManifests processed in BorderConnect. Enabling this setting will reveal the Verification button and functionality. This setting is commonly used by large trucking companies or service providers that process large amounts of ACE or ACI eManifests.
;Auto Assign Last Driver
:Enabling this setting will automatically assign driver to the eManifest, based on the last driver used with the truck assigned to the eManifest. This setting is commonly used if the same driver is always assigned to a particular truck.
;Auto Assign Last Trailer
:Enabling this setting will automatically assign trailer to the eManifest, based on the last trailer used with this truck assigned to the eManifest. This setting is commonly used if the same trailer is always assigned with a particular truck.
;Auto Fill ACE/ACI eManifest Port Based on Last Selection.
:Enabling this setting will automatically assign the port on your eManifest, based on the port assigned on your previous ACE or ACI eManifest. This setting is common if the driver will always be crossing the same port.
;Use Commodity Suggesstions
:Enabling this setting will automatically suggest commodity descriptions, package types, and weight unit based on previously entered commodity information. For example, if a user has repeated loads of "potatoes" and they are always loaded in "bags" with a weight that is in "kilograms". When creating the commodity "potatoes", it will automatically assign "Bags" and "kilograms" when creating the rest of your commodity information. This setting is commonly enabled for users that have repeat loads of the same commodity.
;Show High Priority Listings
:Enabling this setting will reveal a section above the default eManifest search listing, showing eManifest of potential concerns or eManifests the user should look at and verify. Some common eManifests that show up in the High Priority listing are ACE or ACI eManifests that have an ETA of more than 8 hours in the past or eManifests that potentially have a port mismatch, where the customs broker or the user may have entered the incorrect port for example.


== Detailed Driver's Copy Settings ==
[[File:Ace-manifest-settings.png|800px|thumb|center|ACE Manifest settings section]]


[[File:Detailed-driver-copy-settings.png|800px]]
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Setting</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Default SCAC Code</strong></td>
<td>Automatically applied when [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|starting a new ACE Manifest]].</td>
</tr>
<tr>
<td><strong>Trip Number Prefix</strong></td>
<td>A static prefix applied to ACE trip numbers (e.g., <code>ABCD</code>).</td>
</tr>
<tr>
<td><strong>Auto Suggest Trip Number</strong></td>
<td>Automatically increments the next available ACE trip number.</td>
</tr>
<tr>
<td><strong>Display Import Buttons</strong></td>
<td>Enables JSON imports and displays the import button on the Start New ACE Manifest page.</td>
</tr>
<tr>
<td><strong>Require Existing SCAC</strong></td>
<td>Requires that any SCAC code used in an import already exists and is active on your BorderConnect account.</td>
</tr>
</table>
</div>


This section of the page displays the options the user has to change what information is shown when printing, faxing or emailing ACE and ACI eManifest detailed driver copies in BorderConnect. Only a maximum of 4 options can be enabled at one time.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shared eManifest Settings</h2>


;Show Release Type Column
<div class="bc-card">
:When this option is enabled, the release type, otherwise known as a shipment type will be shown on the detailed driver copy.
<p>These settings apply to both ACE and ACI workflows to streamline data entry.</p>


;Show Total Quantity Column
[[File:Shared-emanifest-settings.png|800px|thumb|center|Shared settings section]]
:When this option is enabled, the total quantity entered for the shipment(s) on the eManifest will be shown on the detailed driver copy.


;Show Consignee Column
<div class="bc-cleanlist">
:When this option is enabled, the consignee information for the shipment(s) on the eManifest will be shown on the detailed driver copy.
* <strong>Display β€œNo Seal” Warnings:</strong> Warns users when no seal is entered for a truck or trailer.
* <strong>Use Verification Features:</strong> Enables verification workflows for reviewing eManifests before submission.
* <strong>Auto Assign Last Driver/Trailer:</strong> Automatically assigns the last driver or trailer used with the selected truck.
* <strong>Auto Fill Port:</strong> Automatically defaults to the previously selected port of entry.
* <strong>Use Commodity Suggestions:</strong> Suggests commodity details based on prior entries.
* <strong>Show High Priority Listings:</strong> Displays eManifests requiring immediate attention (e.g., late ETA, port mismatch) at the top of the dashboard.
</div>
</div>


;Show Commodity Column
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Settings</h2>
:When this option is enabled, the commodity description for the shipment(s) on the eManifest will be shown on the detailed driver copy.


;Show Weight Column
<div class="bc-card">
:When this option is enabled, the total weight for the shipment(s) on the eManifest will be shown on the detailed driver copy.
<h3>ACI Shipment Settings</h3>
<p>Controls Cargo Control Numbers (CCN) and CSA options.</p>


== ACI Shipment Settings ==
[[File:Aci-shipment-settings.png|800px|thumb|center|ACI Shipment options]]


[[File:Aci-shipment-settings.png|800px]]
<div class="bc-cleanlist">
* <strong>Prefix:</strong> Text automatically added to the start of ACI CCNs.
* <strong>"PARS" Inclusion:</strong> Automatically inserts "PARS" after the carrier code.
* <strong>Sequence Length:</strong> Validates the character count of PARS numbers.
* <strong>Reference Only:</strong> Enables creation of reference-only shipments (for when another carrier transmits data).
* <strong>Defaults:</strong> Set default Shipper, City of Acceptance, and Sub Location.
* <strong>CSA Features:</strong> Enable options for Customs Self Assessment.
</div>
</div>


This section of the page displays the options the user has to change any settings related to ACI Shipments in BorderConnect.
<div class="bc-card" style="margin-top: 40px;">
<h3>ACE Shipment Settings</h3>
<p>Controls Shipment Control Numbers (SCN) and In-Bond behavior.</p>


;ACI Shipments Always Start With
[[File:Ace-shipment-settings.png|800px|center|ACE Shipment options]]
:Prefix applied to a new ACI Cargo Control Numbers. This field allows the user to automatically establish a prefix as part of their ACI shipment cargo control numbers. For example (1234 AA 0000123).


;Include the word 'PARS' in Cargo Control Number for ACI PARS shipments
<div class="bc-cleanlist">
:Enabling this option will automatically add the word 'PARS" after your carrier code. For example (1234 PARS 0000123). This option does not apply to reference only shipments
* <strong>Prefix:</strong> Text automatically added to the start of ACE SCNs.
* <strong>Sequence Length:</strong> Validates the character count of PAPS numbers.
* <strong>Split Shipments:</strong> Allows the creation of ACE "Split Shipments".
* <strong>In-Bond Arrival:</strong> Enables the ACE In-Bond Arrival/Export feature.
* <strong>Defaults:</strong> Set default Shipment Type and In-Bond Entry Type.
</div>
</div>


;Standard PARS Sequence Length
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver & RNS Configuration</h2>
:Enabling this allows the user to specify how many characters they have after the carrier code on all of their PARS labels. PARS numbers that do not conform to the default number of characters will display a conflict warning. For example (1234 0000123) would be a length of seven excluding the carrier code. This does not apply to reference only shipments.


;Allow ACI "Reference Only" Shipments
<div class="bc-card">
:This allows users to create special ACI Shipments that are to be used when another party is sending shipment data. It's commonly used when a user is taking loads from another highway carrier with a different carrier code and are not registered in BorderConnect for ACI.
<h3>Detailed Driver’s Copy Settings</h3>
<p>Controls which columns appear on detailed driver copies. <strong>Maximum of four options may be enabled at one time.</strong></p>


;Default Shipper for ACI
[[File:Detailed-driver-copy-settings.png|800px|thumb|center|Driver copy options]]
:Default Shipper added to new ACI shipments. Assigning this allows for shippers to be automatically populated when creating a new ACI shipment. This is commonly used if a user has repeated loads consistently with the same shipper.


;Default City of Acceptance
<div class="bc-cleanlist">
:Default City of Acceptance added to new ACI shipments. Assigning a city allows for a city of acceptance to be automatically populated when creating a new ACI shipment. This is commonly used if a user has repeated loads where the same city of acceptance is needed.
* Show Release Type Column
* Show Total Quantity Column
* Show Consignee Column
* Show Commodity Column
* Show Weight Column
</div>


;Default ACI Sub Location
<h3 style="margin-top: 20px;">RNS Settings</h3>
:Default Sub Location added to new ACI shipments. Assigning a default sub location allows for a particular sub location or sufferance warehouse to automatically be assigned when creating a new ACI shipment. This is commonly used if a user has repeated loads where the same sub location code is needed.


;Enable CSA Features
[[File:Rns-settings.png|800px|thumb|center|RNS options]]
:Enabling this setting reveals all CSA features in BorderConnect. This setting is helpful for users who are CSA approved.


;Always Display Consolidated Freight Indicator
<div class="bc-cleanlist">
:Always displays the Consolidated Freight indicator on the ACI Shipment Form. Normally this is a hidden field. Enabling this setting is helpful for users who want to easily mark their shipments as Consolidated Freight.
* <strong>Proof of Release:</strong> Adds Proof of Release PDFs to RNS emails (Requires CBSA approval).
* <strong>Sticker Warnings:</strong> Sends warnings when the remaining stock of PARS stickers falls below a set threshold.
</div>
<div style="clear: both;"></div>
</div>


;Auto Suggest ACI Shipment Number
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Additional Configurations</h2>
:This setting will automatically enable the user to continue to the next unique cargo control number in the sequence when starting a new ACI shipment without typing it in. For example, if the last ACI shipment cargo control number was 1234 PARS 000123, the next time the user creates a new ACI shipment, the cargo control number will be automatically generated as 1234 PARS 000124.


== ACE Shipment Settings ==
<div class="bc-card">
<h3>Coversheet Settings</h3>
<p>Customize the footer branding on generated eManifest coversheets.</p>


[[File:Ace-shipment-settings.png|800px]]
[[File:Coversheet-settings.png|800px|thumb|center|Coversheet branding]]


This section of the page displays the options the user has to change any settings related to ACI Shipments in BorderConnect.
<div class="bc-cleanlist">
* <strong>Contact Info:</strong> Set default Phone, Fax, and Email.
* <strong>Logo:</strong> Upload a company logo (Resized to 170Γ—100 pixels).
</div>


;ACE Shipments Always Start With
<h3>User Account Settings</h3>
:Prefix applied to a new ACE Shipment Control Numbers. This field allows the user to automatically establish a prefix as part of their ACE shipment cargo control numbers. For example (ABCD AA 0000123).
<div class="bc-cleanlist">
* <strong>Password Expiry:</strong> Forces password updates after a defined time period (e.g., every 90 days).
</div>


;Standard PAPS Sequence Length
<h3>Invoice Settings</h3>
:Enabling this allows the user to specify how many characters they have after the SCAC on all of their PAPS labels. PAPS numbers that do not conform to the default number of characters will display a conflict warning. For example (ABCD 0000123) would be a length of seven excluding the SCAC.
<div class="bc-cleanlist">
* <strong>Physical Copy:</strong> Send physical invoice copies to the billing address.
* <strong>Bundled Totals:</strong> Show bundled shipment totals on invoice lines.
</div>
</div>


;Allow ACE 'Split Shipments'
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Advanced Integrations</h2>
:Enabling this setting lets users mark ACE shipments as 'split shipment segments'. This setting is used when users create special ACE Shipments that occurs when a single PAPS entry with a single PAPS number is being taken across the border at different times due to the size of the shipment.


;Auto Suggest ACE Shipment Number
<div class="bc-card">
:This setting will automatically enable the user to continue to the next unique shipment control number in the sequence when starting a new ACE shipment without typing it in. For example, if the last ACE shipment control number was ABCD 000123, the next time the user creates a new ACE shipment, the shipment control number will be automatically generated as ABCD 000124.
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Section</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Document Management</strong></td>
<td>Configure settings related to document retention and upload behaviors.<br>[[File:document-management-settings.png|300px]]</td>
</tr>
<tr>
<td><strong>Mobile Settings</strong></td>
<td>Configure behavior for the BorderConnect Driver Mobile App.<br>[[File:mobile-settings.png|300px]]</td>
</tr>
<tr>
<td><strong>API Settings</strong></td>
<td>Manage API keys and integration endpoints for third-party software connections.<br>[[File:api-settings.png|300px]]</td>
</tr>
</table>
</div>


;Enable ACE Inbond Arrival Feature
{{AppPromo}}


;Default ACE Shipment Type
</div>
:Assign a default shipment type when creating a new ACE shipment. Assigning a default shipment type will automatically set the shipment type when creating a new ACE shipment. This setting is helpful if a user has the same repeated shipment type.
Β 
;Default ACE Inbond Entry Type
:Assign a default in-bond entry type when creating a new ACE in-bond shipment. Assigning a default in-bond type will automatically set the in-bond type when creating an ACE in-bond shipment and assigning the in-bond information. This setting is helpful if a user has the same repeated ACE in-bond entry type.
Β 
== RNS Settings ==
Β 
[[File:Rns-settings.png|800px]]
Β 
This section of the page displays the options the user has to change any settings related to RNS PARS shipments in BorderConnect.
Β 
;Include Proof of Release in RNS Emails
:Email notifications will receive PDF format Proof of Release if applicable. This feature has to be approved by BorderConnect, and the users account settings must have email notifications enabled. To enable, call 1-800-596-5176 to change.
Β 
;Warn When Driver's Stickers Are Under
:Set a minimum number of driver PARS stickers remaining until you are warned that a driver is low on stickers. This only applies if a sequence of PARS stickers is assigned to a particular driver profile.
Β 
== Coversheet Settings ==
Β 
[[File:Coversheet-settings.png|800px]]
Β 
This section of the page displays the options the user has to change any settings related to generating and printing coversheets in BorderConnect. These settings do not apply to BorderConnect fax service coversheets.
Β 
;Default Coversheet Footer Phone Number
:Set a default phone number for your company that will be displayed on the footer of the generated eManifest coversheet.
Β 
;Default Coversheet Footer Fax Number
:Set a default fax number for your company that will be displayed on the footer of the generated eManifest coversheet.
Β 
;Default Coversheet Footer Email
:Set a default email address for your company that will be displayed on the footer of the generated eManifest coversheet.
Β 
;Default Coversheet Footer Logo
:Upload a default logo for your company that will be displayed on the footer of the generated eManifest coversheet. The image will be resized to 170x100. For best results, resize the logo to 170x100 before uploading.
Β 
== User Account Settings ==
Β 
[[File:User-account-settings.png|800px]]
Β 
This section of the page displays the options the user has to change any settings related to managing your user accounts in BorderConnect.
Β 
;User Passwords Expire
:This is the frequency at which your users will be required to update their passwords. After the period of time is set, user accounts will be forced to update their password to login.
Β 
== Invoice Settings ==
Β 
[[File:Invoice-settings.png|800px]]
Β 
This section of the page displays the options the user has to change any settings related to managing your invoices with BorderConnect.
Β 
;Send Physical Invoice Copy to Billing Address
:Enabling this setting will make sure your invoice is sent to the physical billing address on file in BorderConnect. You will still receive digital copies of your invoice to your billing email address.
Β 
;Show Bundled Shipment Total On Invoice Lines
:Enabling this setting will show all of the combined shipment totals for ACE, ACI, PARS on the invoice lines.


[[Category:BorderConnect Software User Guide]]
[[Category:BorderConnect Software User Guide]]