Settings

Settings is the back office where the owner sets up the trucking company once — its legal name and safety numbers, its logo and invoice wording, its tax rates and pay formulas, its customs brokers and rate agreements, who on staff can touch what, and which outside services (QuickBooks, email, PC*Miler, BorderConnect) the business is plugged into — so every other screen in the system stops asking and just knows.

37
Capabilities, all live
100%
In production
Platform & Control
Pillar

From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24

AUTO

Activity is stamped on every settings save

After a successful save the page names exactly which facets moved — "company profile", "operational settings", or "company profile + operational settings" — and writes a line like "Jane Doe updated company profile + operational settings for

AUTO

A separate branding record fires only when branding actually changed

The page compares the five branding entries against their pre-save values and records a branding-changed event against the company only if one of them moved — a deliberately narrower signal than the generic activity line.

AUTO

Custom-field changes write their own audit lines

Creating, updating or deleting a custom field each writes a custom-field activity entry naming the user and the field. Renames are specifically noted as noteworthy because they orphan previously stored values. · ·

AUTO

GL account archive and reactivate write billing audit lines

, including the written archive reason, because hiding an account from new transactions is regulatory-significant. ·

01
Build rate cards
Per-customer lane pricing: name, customer, origin zone, destination zone, equipment (6 types — dry van, reefer, flatbed, step deck, tanker, container), rate + currency, fuel surcharge %, min/max weight, effective and expiry dates, notes. Edit, deactivate or de
02
Set the border filing identities
SCAC (US / ACE, 4 letters) and CBSA carrier code (Canada / ACI, 4 characters), auto-uppercased. The Border Desk derives every SCN, CCN, trip reference and CRN from these two codes. ·
03
Add suggested starter custom fields
When an entity has no custom fields, the tab offers real carrier fields one click at a time (or all at once), each with a one-line reason it earns its place — Customer PO Number, Seal Number, Temperature Setpoint, Appointment Required, Passport Expiry, FAST Ca
04
Import Loads or Customers from CSV
Upload a CSV up to 10 MB, see a five-row preview with column count and a "… and N more rows" line, then import. Column names are auto-mapped. · ·
05
Set operational defaults
Default Currency (CAD / USD / MXN), Distance Unit (km / miles), Weight Unit (lbs / kg), Default Equipment Type, Default HOS Rules for new drivers (Canadian Federal / US FMCSA), Fuel Surcharge Rate %.
06
Maintain the accessorial charge catalog
Reusable charges (detention, inside delivery, etc.) with a category, calculation type (flat / per unit / percentage), default rate, unit label and optional min/max amounts. A category filter with per-category counts sits beside the Add button. ·
07
Manage customs brokers
Name, broker code, contact, phone, email, address, city, province, country — plus the filing email PARS/PAPS packets go to, an after-hours phone, and the broker's public tracker web address, offered from a suggestion list of eight ready-made tracker links cove
08
Deep-link straight to a tab
Adding either or to the Settings web address with a tab's name after it — for example — opens that tab and then cleans the parameter out of the address bar; an unknown name raises a "Not found" message. Used by global search and by the Border Desk's "fix this"
CapabilityStatus
Record a branding default tax rateIn progress
Toggle automationsIn progress
Store BorderConnect credentialsIn progress