Jump to content
πŸš›
Streamline your cross-border operation. From ACE & ACI eManifests to PARS tracking and U.S. In-Bond filing, BorderConnect is the fastest way to cross.

Company Settings Page: Difference between revisions

From BorderConnect Wiki
No edit summary
Tag: Manual revert
No edit summary
Line 1: Line 1:
{{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">


[[File:Aci-emanifest-settings.png|right|360px|thumb|ACI eManifest settings section on the Company Settings page]]
<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>


The '''Company Settings''' page in [https://www.borderconnect.com BorderConnect] is accessed from the '''Account''' menu and allows users to configure how BorderConnect behaves when creating, editing, importing, and managing shipments.
<div class="bc-card">
<h2 style="margin-top: 0;">Overview</h2>


These settings control defaults, automation, validation behavior, and display options for:
<div class="bc-float-video">
* ACI eManifests
Β  <div class="bc-video-trigger" data-video-id="ua4n38oi9KY">
* ACE Manifests
Β  Β  <div class="bc-play-icon"><i class="fas fa-play-circle"></i></div>
* Shipments (ACI & ACE)
Β  </div>
* RNS / PARS workflows
Β  <div class="bc-video-caption"><strong>Tutorial:</strong> How to use Company Settings</div>
* Coversheets and driver copies
</div>
* User, invoice, and API behavior


Changes made on this page apply immediately to all users on the account.
<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>


== Company Settings Overview ==
<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>


{| class="wikitable"
<p><em>Note: Changes made on this page apply immediately to all users on the account.</em></p>
! Section
<div style="clear: both;"></div>
! Controls
</div>
|-
| ACI eManifest Settings
| Defaults and automation for ACI trips
|-
| ACE Manifest Settings
| Defaults and automation for ACE trips
|-
| Shared eManifest Settings
| Features shared by ACE and ACI
|-
| Detailed Driver’s Copy Settings
| Columns shown on driver copies
|-
| ACI Shipment Settings
| Cargo Control Number behavior and CSA options
|-
| ACE Shipment Settings
| PAPS, in-bond, and shipment defaults
|-
| RNS Settings
| PARS email and sticker warnings
|-
| Coversheet Settings
| Footer branding for coversheets
|-
| User Account Settings
| Password policies
|-
| Invoice Settings
| Invoice delivery and totals
|-
| Document / Mobile / API Settings
| Advanced account features
|}


== ACI eManifest Settings ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACI eManifest Settings</h2>


These settings affect how new ACI eManifests and ACI shipments are created.
<div class="bc-card">
[[File:Aci-emanifest-settings.png|360px|thumb|right|ACI eManifest settings section]]
<p>These settings affect how new ACI eManifests and ACI shipments are created.</p>


;Default Carrier Code
<table class="wikitable" style="width: 100%;">
: Automatically applied when [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|starting a new ACI eManifest]] or shipment.
<tr>
;ACI Trip Numbers Always Start With
<th style="width: 30%;">Setting</th>
: Prefix applied to all new ACI trip numbers (e.g. <code>1234 0000123</code>).
<th>Description</th>
;Auto Suggest ACI Trip Number
</tr>
: Automatically increments the next available trip number when creating a new ACI eManifest.
<tr>
;Enable ACI FAST Lane Notifications
<td><strong>Default Carrier Code</strong></td>
: Sends FAST eligibility notifications when drivers have β€œACI On File” enabled.
<td>The Carrier Code automatically applied when [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|starting a new ACI eManifest]].</td>
;Exclude Driver Name From ACI Driver’s Copies
</tr>
: Removes the driver name from printed, faxed, or emailed ACI driver copies.
<tr>
;Display ACI Import Buttons
<td><strong>Trip Number Prefix</strong></td>
: Enables JSON import for ACI trips and shipments and reveals the import button on the Start New ACI eManifest page.
<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>


== ACE Manifest Settings ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">ACE Manifest Settings</h2>


[[File:Ace-manifest-settings.png|800px]]
<div class="bc-card">
[[File:Ace-manifest-settings.png|400px|thumb|right|ACE Manifest settings section]]
<p>These settings control how ACE Manifests are created and imported.</p>


These settings control how ACE Manifests are created and imported.
<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>


;Default SCAC Code
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shared eManifest Settings</h2>
: Automatically applied when [[Start_New_ACE_Manifest_Page_(ACE_Manifest)|starting a new ACE Manifest]] or shipment.
;ACE Trip Numbers Always Start With
: Prefix applied to ACE trip numbers (e.g. <code>ABCD 0000123</code>).
;Auto Suggest ACE Trip Number
: Automatically increments the next ACE trip number.
;Display ACE Import Buttons
: Enables JSON imports and displays the import button on the Start New ACE Manifest page.
;Require Existing Active SCAC for ACE Imports
: Requires imported SCACs to already exist and be active on the account.


== Shared eManifest Settings ==
<div class="bc-card">
[[File:Shared-emanifest-settings.png|400px|thumb|right|Shared settings section]]
<p>These settings apply to both ACE and ACI workflows to streamline data entry.</p>


[[File:Shared-emanifest-settings.png|800px]]
<div class="bc-cleanlist">
* <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>


These settings apply to both ACE and ACI workflows.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Shipment Settings</h2>


;Display β€œNo Seal” Warnings
<div class="bc-2col">
: Warns users when no seal is entered for a truck or trailer.
;Use Verification Features
: Enables verification workflows for reviewing eManifests.
;Auto Assign Last Driver
: Automatically assigns the last driver used with the selected truck.
;Auto Assign Last Trailer
: Automatically assigns the last trailer used with the selected truck.
;Auto Fill ACE/ACI Port Based on Last Selection
: Automatically uses the previously selected port.
;Use Commodity Suggestions
: Suggests commodity details based on prior entries.
;Show High Priority Listings
: Displays eManifests requiring attention (e.g. late ETA, port mismatch).


== Detailed Driver’s Copy Settings ==
<div class="bc-card">
<h3>ACI Shipment Settings</h3>
[[File:Aci-shipment-settings.png|300px|thumb|right|ACI Shipment options]]
<p>Controls Cargo Control Numbers (CCN) and CSA options.</p>
<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>


[[File:Detailed-driver-copy-settings.png|800px]]
<div class="bc-card">
<h3>ACE Shipment Settings</h3>
[[File:Ace-shipment-settings.png|300px|thumb|right|ACE Shipment options]]
<p>Controls Shipment Control Numbers (SCN) and In-Bond behavior.</p>
<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>


Controls which columns appear on detailed driver copies.Β 
</div>
'''Maximum of four options may be enabled at one time.'''


;Show Release Type Column
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Driver & RNS Configuration</h2>
;Show Total Quantity Column
;Show Consignee Column
;Show Commodity Column
;Show Weight Column


== ACI Shipment Settings ==
<div class="bc-card">
<h3>Detailed Driver’s Copy Settings</h3>
[[File:Detailed-driver-copy-settings.png|400px|thumb|right|Driver copy options]]
<p>Controls which columns appear on detailed driver copies. <strong>Maximum of four options may be enabled at one time.</strong></p>
<div class="bc-cleanlist">
* Show Release Type Column
* Show Total Quantity Column
* Show Consignee Column
* Show Commodity Column
* Show Weight Column
</div>


[[File:Aci-shipment-settings.png|800px]]
<h3 style="margin-top: 20px;">RNS Settings</h3>
[[File:Rns-settings.png|400px|thumb|right|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>


These settings affect ACI Cargo Control Numbers and shipment defaults.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Additional Configurations</h2>


;ACI Shipments Always Start With
<div class="bc-card">
: Prefix applied to ACI Cargo Control Numbers.
<h3>Coversheet Settings</h3>
;Include the word β€œPARS” in Cargo Control Number for ACI PARS Shipments
[[File:Coversheet-settings.png|300px|thumb|right|Coversheet branding]]
: Automatically inserts β€œPARS” after the carrier code.
<p>Customize the footer branding on generated eManifest coversheets.</p>
;Standard PARS Sequence Length
<div class="bc-cleanlist">
: Validates the number of characters used in PARS numbers.
* <strong>Contact Info:</strong> Set default Phone, Fax, and Email.
;Allow ACI β€œReference Only” Shipments
* <strong>Logo:</strong> Upload a company logo (Resized to 170Γ—100 pixels).
: Enables reference-only ACI shipments when another carrier transmits data.
</div>
;Default Shipper for ACI
;Default City of Acceptance
;Default ACI Sub Location
;Enable CSA Features
;Always Display Consolidated Freight Indicator
;Auto Suggest ACI Shipment Number


== ACE Shipment Settings ==
<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>


[[File:Ace-shipment-settings.png|800px]]
<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>


These settings control ACE shipment numbering and in-bond behavior.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Advanced Integrations</h2>


;ACE Shipments Always Start With
<div class="bc-card">
;Standard PAPS Sequence Length
<table class="wikitable" style="width: 100%;">
;Allow ACE β€œSplit Shipments”
<tr>
;Auto Suggest ACE Shipment Number
<th style="width: 30%;">Section</th>
;Enable ACE Inbond Arrival Feature
<th>Description</th>
;Default ACE Shipment Type
</tr>
;Default ACE Inbond Entry Type
<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>


== RNS Settings ==
{{AppPromo}}


[[File:Rns-settings.png|800px]]
</div>
Β 
;Include Proof of Release in RNS Emails
: Adds Proof of Release PDFs to RNS emails (approval required).
;Warn When Driver’s Stickers Are Under
: Sends warnings when assigned PARS stickers fall below a threshold.
Β 
== Coversheet Settings ==
Β 
[[File:Coversheet-settings.png|800px]]
Β 
Controls branding on generated eManifest coversheets.
Β 
;Default Coversheet Footer Phone Number
;Default Coversheet Footer Fax Number
;Default Coversheet Footer Email
;Default Coversheet Footer Logo
: Logo is resized to 170Γ—100 pixels.
Β 
== User Account Settings ==
Β 
[[File:User-account-settings.png|800px]]
Β 
;User Passwords Expire
: Forces password updates after a defined time period.
Β 
== Invoice Settings ==
Β 
[[File:Invoice-settings.png|800px]]
Β 
;Send Physical Invoice Copy to Billing Address
;Show Bundled Shipment Total On Invoice Lines
Β 
== Document Management Settings ==
Β 
[[File:document-management-settings.png|800px]]
Β 
== Mobile Settings ==
Β 
[[File:mobile-settings.png|800px]]
Β 
== API Settings ==
Β 
[[File:api-settings.png|800px]]


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

Revision as of 13:15, 9 February 2026

πŸ”– 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

Tutorial: How to use Company Settings

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

ACI eManifest settings section

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

ACE Manifest settings section

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.

Shared eManifest Settings

Shared settings section

These settings apply to both ACE and ACI workflows to streamline data entry.

  • Display β€œNo Seal” 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

ACI Shipment options

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

ACE Shipment options

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 Driver’s Copy Settings

Driver copy options

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

RNS options
  • 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

Coversheet branding

Customize the footer branding on generated eManifest coversheets.

  • Contact Info: Set default Phone, Fax, and Email.
  • Logo: Upload a company logo (Resized to 170Γ—100 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.

Advanced Integrations

Section Description
Document Management Configure settings related to document retention and upload behaviors.
Mobile Settings Configure behavior for the BorderConnect Driver Mobile App.
API Settings Manage API keys and integration endpoints for third-party software connections.
πŸ“±

eManifesting in your pocket. Process ACE & ACI eManifests, track shipments in real-time, and upload documents instantlyβ€”anytime, anywhere.