# Portal Settings

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Billing Settings

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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.

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## Order/Ticket Settings

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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](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/resources/products).
* **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.

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## Password/Security Settings

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Controls and enforces password requirements for [users created within your Web Portal](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/user-accounts#adding-a-new-user).

* **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.

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## Freight Settings

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Freight Settings are primarily used in relation to your [third-party accounting](https://help.tacinsight.com/fast-weigh-knowledge-base/references/accounting-interfaces) 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*](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/orders/orders)*.*

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## Quote Settings

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* *Default Quote Expiration Days:* Default number of days from the [Create Date](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/quotes/quotes) on a Quote that is used to auto-fill the Expiration field.

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## Hauler Pay Settings

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Used with the [Hauler Pay](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/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.

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## Load-Out Settings

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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](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/in-yard) with a Ticket is created.

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## Proof of Delivery Settings

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This allows you to enter a Proof of Delivery disclaimer notice for *Acceptance* and *Rejection,* and a link to your *Terms and Condition URL.*

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## Other Settings

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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](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/account-and-administration/broken-reference).