Portal Settings
Last updated
Last updated
Billing Settings
The Billing Settings allow adjustments for the information requested and presented in the Billing tab. The options provided and their relation are as follows:
Starting Invoice #: Devices the starting invoice number to be used during Billing.
Note: This setting will not affect the invoice number sequence past the very first invoice
Default Invoice Break: Defines when to create a new invoice number for a group of tickets. This sequence must begin with Customer, then subsequent break settings can be selected in any order of the following:
Order: Creates a new invoice for each customer order.
PO: Creates a new invoice number for each purchase order established on an order.
Tax Code: Creates a new invoice number for each tax code set on the ticket.
Product: Creates a new invoice for each different version of a Product on an Order
Yard: Creates a new invoice for each yard.
Ticket UDFs: Creates a new invoice for each different entry of your User Defined Fields.
Billing Export Format: Choose your third-party accounting system to define how Fast-Weigh billing data will interface.
Optional Invoice Prefix: If using direct accounting integration, you may add a short prefix to your invoices to avoid any duplicate invoice numbers being created in your third-party accounting system.
Company Codes: This three=digit company code corresponds to the one used with your accounting system. If your accounting system doesn't use a three-digit company code, you can simply use the first three letters of your company name instead.
GL AR Account: Corresponds to the GL AR Account used in your third-party accounting system.
AR Tax: Corresponds to the AR tax code used in your third-party accounting system.
External Tax Service: Used to connect a third-party service, like Avalara, to control Tax Codes.
The Order/Ticket settings allows adjustment of select information when reviewing tickets, orders, and products.
Units of Measure: Defined global units of measurement used during Product Setup.
Default Tax Code By: Used to determine the order of Tax Code Defaults.
Customer: New Order-Products use the Products default tax code if it is set first, then use the Customer if no Product default is set.
Ex: Used when you primarily control tax by Customer, but have some products that are always exempt.
Product: New Order-Products use the Customer default tax code if it is set first, then use the Product if no default is set.
Ex: Used when you primarily control tax by the Product and Location, but have some Customers that are always exempt.
Controls and enforces password requirements for users created within your Web Portal.
Minimum Password Length: Set the minimum password length required.
Password Expiration: Set a password expiration date, which forces users to change their passwords at that time.
Use Strong Passwords: Requires a combination of special charcters, uppercase, and digits.
Trusted Device Login Period: Default period until users are auto-logged out.
Freight Settings are primarily used in relation to your third-party accounting system.
Freight Code Our Truck: The Product Code or SKU for your Freight rates.
Freight Code Hired Truck: The Product Code or SKU for your Hauler rates.
Freight Description: Optional field to correspond with any freight rate product or SKU description.
Surcharge Code: Any additional fee codes
Use Freight Haul Zones: Allows use of Haul Zones when building orders.
Note: Freight rates, hauler rates, and surcharges are set up when building orders.
Default Quote Expiration Days: Default number of days from the Create Date on a Quote that is used to auto-fill the Expiration field.
Used with the Hauler Pay module, these settings allow you to adjust the statement, similar to the Billing settings above.
Statement Break: Defines when to create a new invoice number for a group of tickets. This sequence must begin with Hauler, then subsequent break settings can be selected in any order of the following:
Truck: Creates a new invoice for each truck.
Order: Creates a new invoice for each order.
Ticket: Creates a new invoice for each ticket.
Include Zero Amounts: Allows zero dollar amounts to be included.
Used with the Load-Out module, these settings allow you to adjust the time and assignment rules for trucks.
Turn Around Minutes: Minimum time between the same truck being tared and marked in-yard.
Clear Truck Assignment: Auto-clear the Truck Order Assignment with a Ticket is created.
This allows you to enter a Proof of Delivery disclaimer notice for Acceptance and Rejection, and a link to your Terms and Condition URL.
These additional settings provide adjustments across the Web Portal.
Dashboard - Show Last: The default range the Dashboard data is available. Setting to zero results in the current days data only.
Use Metric Lables: Switch U.S. Imperial measurement units to Metric units.
Use Secondary Tax: Enables the use of Secondary Tax Codes.
