Move To
Move To lets you move Line Items on a Quote, Order, or Invoice using pop-up menu.
Right-click on a Line Number and from the pop-up menu choose Move To and Row #. This will move the selected item to the new row and renumber all rows in a new order.
Line Numbers are an optional feature enabled in System Prefs or My Prefs, Line Prefs.
Add Row
Add Row lets you insert a line item in a transaction when you are using Line Numbers.
On a Quote, Add Row helps you organize items and insert a new one in its best place. Add Row Above and Add Row Below help you add a new blank row where you need.
Show Menu
QuickFind is a new feature for Big Business 4, which helps you quickly find related entries. Hold the mouse down on the QuickFind icon (pictured) and a pop-up list appears.
Customer Card:
• All Quotes
• Open Orders
• All Orders
• Attached Notes
• Items Purchased
• All Purchases
• Last Purchases
Customer Search:
• Contacts
Vendor Card:
• On Hold POs
• Open POs
• All POs
• Attached Notes
• Items Purchased
Item Card:
• Inventory Warehouses
• All Quotes
• Open Sales Orders
• Opens Sales Oreder Line Items
• All Sales Orders
• Open Purchase Orders
• Open PO Line Items
• All Purchase Orders
• Attached Notes
• Built Items
• Component Items
Make A Payment
• Reconciliation
• Bills Paid
Receive Money
• Customer
• Deposit
• Invoices Paid
Data Driven
Big Business makes it simple to manage automatic actions by making them data driven.
Examples include:
• Notify Ref # - automatic web notifications only happen for Orders with a Ref # here
• eCommerce ID - automatic updates to pricing or availability are for Items with an ID
• Ready - automatic actions like sending an invoice happen after Ready is checked
If you want to know which Invoices are Ready or Sent, just Add (+) a Column that contains the Data you want to see, like the Ready checkbox.
BOM Locked
BOM Locked prevents errors by locking the Bill of Materials tool for items on Orders.
Built Items can allocate the components listed in the Bill of Materials when on Orders. BigBusiness locks the BOM tool on items with a Qty Allocated
Apple Mail
Apple Mail lets you drag single messages to BigBusiness and drop on the Docs folder. This attaches them to any entry in BigBusiness so you or others can open, read, reply.
On macOS this requires your permission for BigBusiness to control your Apple Mail. Please click Allow on the dialog pictured. This pops up the first time you drag email.
If you don't see the Docs folder on each window in BigBusiness check your MyPrefs.
Bank Reconciliation
Bank Reconciliation is a simple but detail-oriented process for ensuring your records agree to those of your bank, which in turn validates that what you've bought and sold has been paid for in the amounts recorded.
Big Business 14 updates the Bank Reconcilation to have moveable columns and a simpler layout with Deposit and Withdrawl columns for Cash, Checking, or Savings, and show Payment and Charge columns for credit accounts, Loan and Credit Card.
To create a new Bank Reconciliation:
1. From the Banking toolbar, select the Bank Reconciliation tool.
2. Enter the desired date, and select the Bank Account to be reconciled.
3. Enter any Bank Fees, Interest Earned, and the Ending Balance.
4. Click once on each cleared transaction, or using the Selection tool in the upper left corner choose: Select All, Select Through Date, or Deselect All.
Your Bank Reconciliation is complete when the calculated Difference is zero.
5. Click the OK button to save.
Race Pace
Race Pace is a great way to describe the current rate of changes in personal computing. It doesn't matter if the race is chips, or AI, or payments, or agentic something or other.
BigBusiness lets you assemble an onsite collection of personal computers to sell stuff. You need a place for your stuff (Carlin), and computers need security (Nadella, Cook).
Therefore you need your BigBusiness to handle race-pace security changes seamlessly, keeping the old working indefinitely, while building new to easily replace when needed.
Fast Networking is the reason for BigBusiness 16. The reason it is fast, is that it elimates all the security chit-chat that preceeds each request so it can immediately get needed data.
On the surface this seems minor, but if you are doing something voluminous, repetitious, and making countless requests it can cut seconds to milliseconds and improve your flow.
This is tremendous on a remote connection, but, as above, you are probably selling stuff, and your computer is in the same building, so fast already, but secure, too, because wi-fi.
Profit and Loss Exports
Profit and Loss exports are P&L's you save as files you can open in Excel or Numbers.
Dark Mode
Dark Mode is natively supported on the Mac and Dark Prefs have now been removed.
Previously, Big Business had a faux Dark Mode, which is obviated by macOS changes.
Settings for old Dark Prefs are no longer needed and have been removed from MyPrefs.
Profit and Loss By Month
Profit and Loss by Month exports Profit and Loss results for Months and Year-to-Date.
Profit and Loss by Month exports Profit and Loss results for Months and Year-to-Date.
A Date dialog asks for the Month and Year to run through. For example, picking March when you are calendar-fiscal will include results for Jan, Feb, Mar, and YTD for the year entered.
The report includes columns for Account Group, Account Code, Account Name, and the Months and YTD results.
The report includes all Profit and Loss Accounts when running, and skips any that have no Postings.
Profit and Loss by Month with Budget
Profit and Loss by Month with Budget exports Profit and Loss results for Months and Year-to-Date along with Monthly Budget, YTD Budget, and Actual to Budget.
Profit and Loss by Month with Budget exports Profit and Loss results for Months and Year-to-Date along with Monthly Budget, YTD Budget, and Actual to Budget.
A Date dialog asks for the Month and Year to run through. For example, picking March when you are calendar-fiscal will include results for Jan, Feb, Mar, and YTD for the year entered.
The report includes columns for Account Group, Account Code, Account Name, Monthly Budget, Months and YTD Actuals, YTD Budget, and Actual to Budget.
The report includes all Profit and Loss Accounts when running, and skips any that have no Postings.
Chapter 409 Profit and Loss
Profit and Loss shows you income and expense as one comprehensive financial report. Look in Reports, Accounting, and you will find a dozen like, Profit & Loss Statement.
BigBusiness provides several variations to compare and analyze, by printing or export.
Many are custom, sort by Department, or Month, add Groups, and calculate in depth.
This chapter aims to help you review and choose the report that fits your many facets. Start simple and defer Departments or Groups or export to Excel until you really need.
Profit and Loss Percent of Sales
Profit and Loss shows you income and expense as one comprehensive financial report. Percent of Sales shows each row with a percentage of Total Income for five years time.
Item Card
Item card is updated and dynamic, showing tools you need and hiding those you don't. The window is somewhat taller to fit everything into Compact view for Auto-Zoom.
Changes remove This Item Is and Spelling tool--now just set Spell Check in MyPrefs.
Added are buttons for Image and Text to be available for AI or automate content filling. Usage will depend on settings with the default being they don't perform until set up.
Contact Roles
Big Business includes Contacts which are linked to Customers or Vendors to handle a few basic functions:
• you can list Ship-To Addresses for a customer for easy selection
• you can list Email Addresses for a customer for easy sending of PDF's
Contact Roles are checkboxes that let you set a Contact as:
• Refundee - to set a Mailing Address for Refund Checks
• Email Statements - to set an Email Address for Emailing Statements
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Note Done
Note Done lets you mark a task, system notification, task from another user, as Done.
Note Done can be added as a column in MyNotes and then clicked to check it as done. Done also appears on the Note window under the Schedule Date and Time options.
Chapter 6 Contact
Contact helps you manage Additional Contacts from Customers, Vendors, Employees. Contact also includes Notes used for system notifications and messages to other users.
Customers are often companies and their Contacts are people, roles, ship-to addresses. For a large customer you may have hundreds of Ship-to's invoiced as one big company.
Contact provides the tools to manage lookup and linking so you have Ship-To's, Email Addresses, and presets like Sales Tax or Ship Method easily selected and ready to use.
Customer Ship-To's
Customer Ship-To's are the main use for Contact especially with your large customers.
On Quote, Order, or Invoice after selecting Customer, click Other in Ship-To to choose a Contact to fill in Shipping Name, Address, Email, Tax Status, Store, and much more.
Choose Live List in My Prefs, Dialog Prefs, to use a dynamic list with column Filters. Filter to find addresses instantly among hundreds of Ship-To's for national customers.
Customer Email Addresses
Customer Email Addresses is another popular use for Contact for emailing to multiple.
In Print Options for a Quote, Order, or Invoice choose Send Email To and select a few. Contacts for the customer will be listed and selectable by name or title to send as CC's.
Chapter 805 Item Labels
Item Labels help you show your Item Codes, Pricing, Allocation, or custom Barcoding.
This chapter reviews a few options for price labels, allocation tags, and custom labels.
Item Materials
Item Materials let you select built item components, subassemblies, and raw materials.
To make kits, create subassemblies, sell bundles, or repackage bulk product, use BOM. Bill of Materials let you choose all Components that make your Built or Bundle Items.