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}} | ||
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<h1>Company Settings</h1> | |||
<p>Configure default behaviors, automation rules, and display options for your BorderConnect account.</p> | |||
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<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> | |||
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<h2 style="margin-top: 0;">Overview</h2> | |||
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Β <div class="bc-video-caption"><strong>Tutorial:</strong> How to use Company Settings</div> | |||
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<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> | |||
= | <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> | |||
<p><em>Note: Changes made on this page apply immediately to all users on the account.</em></p> | |||
<div style="clear: both;"></div> | |||
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACI eManifest Settings</h2> | |||
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<p>These settings affect how new ACI eManifests and ACI shipments are created.</p> | |||
[[File:Aci-emanifest-settings.png|800px|thumb|center|ACI eManifest settings section]] | |||
;Default Carrier Code | <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> | |||
= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACE Manifest Settings</h2> | ||
<div class="bc-card"> | |||
<p>These settings control how ACE Manifests are created and imported.</p> | |||
[[File:Ace-manifest-settings.png|800px|thumb|center|ACE Manifest settings section]] | |||
;Default SCAC Code | <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> | |||
= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shared eManifest Settings</h2> | ||
<div class="bc-card"> | |||
<p>These settings apply to both ACE and ACI workflows to streamline data entry.</p> | |||
[[File:Shared-emanifest-settings.png|800px|thumb|center|Shared settings section]] | |||
<div class="bc-cleanlist"> | |||
: Warns users when no seal is entered for a truck or trailer. | * <strong>Display βNo Sealβ 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. | |||
: Enables verification workflows for reviewing eManifests. | * <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. | |||
: Automatically assigns the last driver | * <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> | |||
: Automatically | |||
: Suggests commodity details based on prior entries. | |||
: Displays eManifests requiring attention (e.g. late ETA, port mismatch). | |||
= | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Settings</h2> | ||
<div class="bc-card"> | |||
<h3>ACI Shipment Settings</h3> | |||
<p>Controls Cargo Control Numbers (CCN) and CSA options.</p> | |||
[[File:Aci-shipment-settings.png|800px|thumb|center|ACI Shipment options]] | |||
<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> | |||
== | <div class="bc-card" style="margin-top: 40px;"> | ||
<h3>ACE Shipment Settings</h3> | |||
<p>Controls Shipment Control Numbers (SCN) and In-Bond behavior.</p> | |||
[[File: | [[File:Ace-shipment-settings.png|800px|center|ACE Shipment options]] | ||
<div class="bc-cleanlist"> | |||
* <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> | |||
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver & RNS Configuration</h2> | |||
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<h3>Detailed Driverβs 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> | |||
[[File: | [[File:Detailed-driver-copy-settings.png|800px|thumb|center|Driver copy options]] | ||
<div class="bc-cleanlist"> | |||
* Show Release Type Column | |||
* Show Total Quantity Column | |||
* Show Consignee Column | |||
* Show Commodity Column | |||
* Show Weight Column | |||
</div> | |||
; | <h3 style="margin-top: 20px;">RNS Settings</h3> | ||
[[File:Rns-settings.png|800px|thumb|center|RNS options]] | |||
<div class="bc-cleanlist"> | |||
* <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> | |||
; | <h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Additional Configurations</h2> | ||
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<h3>Coversheet Settings</h3> | |||
<p>Customize the footer branding on generated eManifest coversheets.</p> | |||
[[File:Coversheet-settings.png|800px]] | [[File:Coversheet-settings.png|800px|thumb|center|Coversheet branding]] | ||
<div class="bc-cleanlist"> | |||
* <strong>Contact Info:</strong> Set default Phone, Fax, and Email. | |||
* <strong>Logo:</strong> Upload a company logo (Resized to 170Γ100 pixels). | |||
</div> | |||
<h3>User Account Settings</h3> | |||
<div class="bc-cleanlist"> | |||
* <strong>Password Expiry:</strong> Forces password updates after a defined time period (e.g., every 90 days). | |||
</div> | |||
: | |||
<h3>Invoice Settings</h3> | |||
<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> | |||
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Advanced Integrations</h2> | |||
; | <div class="bc-card"> | ||
: | <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> | |||
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[[Category:BorderConnect Software User Guide]] | [[Category:BorderConnect Software User Guide]] | ||
Latest revision as of 16:52, 10 February 2026
|
π This article is part of the BorderConnect Software User Guide |
Company Settings
Configure default behaviors, automation rules, and display options for your BorderConnect account.
Overview
The Company Settings page in BorderConnect is the central control panel for your account. Accessed from the Account menu, it allows administrators to configure how BorderConnect behaves when creating, editing, importing, and managing shipments.
Key Capabilities:
- Defaults & Automation: Set default ports, carrier codes, and auto-incrementing trip numbers.
- Validation: Control warning messages for missing seals or PARS stickers.
- Branding: Customize coversheets with your company logo and footer information.
- Workflow: Enable or disable specific features like RNS, detailed driver copies, and API integrations.
Note: Changes made on this page apply immediately to all users on the account.
ACI eManifest Settings
These settings affect how new ACI eManifests and ACI shipments are created.

| Setting | Description |
|---|---|
| Default Carrier Code | The Carrier Code automatically applied when starting a new ACI eManifest. |
| Trip Number Prefix | A static prefix applied to all new ACI trip numbers (e.g., 1234 to create 1234...). |
| Auto Suggest Trip Number | Automatically increments the next available trip number when creating a new ACI eManifest. |
| FAST Lane Notifications | Sends FAST eligibility notifications when drivers have "ACI On File" enabled. |
| Exclude Driver Name | Removes the driver's name from printed, faxed, or emailed ACI driver copies for privacy. |
| Display Import Buttons | Enables JSON import for ACI trips/shipments and reveals the import button on the Start New ACI eManifest page. |
ACE Manifest Settings
These settings control how ACE Manifests are created and imported.

| Setting | Description |
|---|---|
| Default SCAC Code | Automatically applied when starting a new ACE Manifest. |
| Trip Number Prefix | A static prefix applied to ACE trip numbers (e.g., ABCD). |
| Auto Suggest Trip Number | Automatically increments the next available ACE trip number. |
| Display Import Buttons | Enables JSON imports and displays the import button on the Start New ACE Manifest page. |
| Require Existing SCAC | Requires that any SCAC code used in an import already exists and is active on your BorderConnect account. |
These settings apply to both ACE and ACI workflows to streamline data entry.

- Display βNo Sealβ Warnings: Warns users when no seal is entered for a truck or trailer.
- Use Verification Features: Enables verification workflows for reviewing eManifests before submission.
- Auto Assign Last Driver/Trailer: Automatically assigns the last driver or trailer used with the selected truck.
- Auto Fill Port: Automatically defaults to the previously selected port of entry.
- Use Commodity Suggestions: Suggests commodity details based on prior entries.
- Show High Priority Listings: Displays eManifests requiring immediate attention (e.g., late ETA, port mismatch) at the top of the dashboard.
Shipment Settings
ACI Shipment Settings
Controls Cargo Control Numbers (CCN) and CSA options.

- Prefix: Text automatically added to the start of ACI CCNs.
- "PARS" Inclusion: Automatically inserts "PARS" after the carrier code.
- Sequence Length: Validates the character count of PARS numbers.
- Reference Only: Enables creation of reference-only shipments (for when another carrier transmits data).
- Defaults: Set default Shipper, City of Acceptance, and Sub Location.
- CSA Features: Enable options for Customs Self Assessment.
ACE Shipment Settings
Controls Shipment Control Numbers (SCN) and In-Bond behavior.

- Prefix: Text automatically added to the start of ACE SCNs.
- Sequence Length: Validates the character count of PAPS numbers.
- Split Shipments: Allows the creation of ACE "Split Shipments".
- In-Bond Arrival: Enables the ACE In-Bond Arrival/Export feature.
- Defaults: Set default Shipment Type and In-Bond Entry Type.
Driver & RNS Configuration
Detailed Driverβs Copy Settings
Controls which columns appear on detailed driver copies. Maximum of four options may be enabled at one time.

- Show Release Type Column
- Show Total Quantity Column
- Show Consignee Column
- Show Commodity Column
- Show Weight Column
RNS Settings

- Proof of Release: Adds Proof of Release PDFs to RNS emails (Requires CBSA approval).
- Sticker Warnings: Sends warnings when the remaining stock of PARS stickers falls below a set threshold.
Additional Configurations
Coversheet Settings
Customize the footer branding on generated eManifest coversheets.

- Contact Info: Set default Phone, Fax, and Email.
- Logo: Upload a company logo (Resized to 170Γ100 pixels).
User Account Settings
- Password Expiry: Forces password updates after a defined time period (e.g., every 90 days).
Invoice Settings
- Physical Copy: Send physical invoice copies to the billing address.
- Bundled Totals: Show bundled shipment totals on invoice lines.