The Portal Settings page is broken into six categories: Billing Settings, Order/Ticket Settings, Freight Settings, Load-Out Settings, Other Settings, and Password/Security Settings.
To access your Web Portal settings, navigate to the Settings Gear > Portal Settings.
NOTE: These settings will be defined during the upfront setup of your company and should rarely be edited.
Starting invoice #: Defines 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 start with Customer, then each subsequent break setting can be selected in any order.
Customer - Assigns all tickets within a batch to a single customer. This allows you to create a single invoice across multiple orders.
Order - Creates a new invoice number 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 into your User Defined Fields.
Billing Export Format: Choose your third-party accounting system to define how Fast-Weigh billing data will interface with your accounting system.
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 3-digit company code, you can simply use the first three letters of your company name for the company code.
GL AR Account: Corresponds to the GL AR Account used in your third-party accounting system.
AR Tax Code: Corresponds to the AR tax code used in your third-party accounting system.
External Tax Service: If you use a third-party service like Avalara to control Tax Codes, you can connect this service into Fast-Weigh here.
Units of Measure: Define global units of measure to be used during product setup.
Default Tax Code By: Used to determine the order of Tax Code Defaults.
Customer: New Order-Products use the Product's default tax code if it is set first, then use the Customer's if no Product default is set.
For Example: Used when you primarily control tax by Customers but have some products that are always exempt.
Product: New Order-Products use the Customer's default tax code if it is set first, then use the Product's if no Customer default is set.
For Example: Used when you primarily control tax by the Product and Location but have some Customers that are always exempt.
UDFs (or User-Defined Fields) are optional, custom fields that be added to your tickets, orders, and trucks.
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