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Company Settings Page

From BorderConnect Wiki

🔖 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

These settings affect how new ACI eManifests and ACI shipments are created.

ACI eManifest settings section
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.

ACE Manifest settings section
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

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

Shared settings section
  • Display “No 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

Controls Cargo Control Numbers (CCN) and CSA options.

ACI Shipment 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.

ACE Shipment options
ACE Shipment options
  • 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

Controls which columns appear on detailed driver copies. Maximum of four options may be enabled at one time.

Driver copy options
  • 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

Customize the footer branding on generated eManifest coversheets.

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