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">


[[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]]