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Allowing your client or server computer to go to Sleep may lose the connection, and you may lose work in progress.

Sleeping Clients is a new feature in Big Business 11 that does allow Clients to Sleep and resume without restarting the application.

This solution describes turning off Sleep on macOS computers to avoid problems. (3524)


Channel is a new setting for Customers and Contacts to assign them to different:
• Distribution Channels
• Marketing Channels
• Retail Channels
• Sales Channels


This Solution will provide details. (6727)


Sleeping Clients is a new Database feature that tries to allow Clients that go to Sleep to automatically reconnect when they wake. This saves users' time avoiding a restart of the application. Of course this doesn't always work as hoped but when it does it's a real timesaver.

This Solution will provides requirements and suggestions. (6729)


Unlock Docs is a customization to allow attachments for all entries including:
• entries locked by payment or other processing
• entries in Locked periods

This Solution provides details. (6726)


Tax Status has been added to the Contact card to automate Sales Tax changes when switching Addresses.

This Solution describes the settings for Sales Taxes. (6725)


Big Business 11 adds When Duplicating settings to give you more control over how your team creates new entries. Duplicate is a fabulous time saver, but can lead to errors where duplicated entries have old data. When Duplicating lets you control what happens when entries are duplicated.

This Solution describes these options. (6724)


This Solution provides compatibility information for Big Business and macOS 10.13 High Sierra, available September 25, 2017. (6722)


Big Business for Windows lets you send PDF attachments with Thunderbird.

This Solution provides setup details. (6723)


Big Business includes numerous features for Emailing PDFs. PDFs are a convenient way to send Quotes, Orders, and Invoices, as well as POs, Reports, and Statements. Features for sending emails with PDF attachments automate this task and work with most popular email solutions.

This Solution a quick overview and links to more write-ups. (6721)


Big Business 11 adds Allow Duplicating to give you more control over how your team creates new entries. Duplicate is a fabulous time saver, but can lead to errors where duplicated entries have old data. Allow Duplicating lets you control which entries can be duplicated.

This Solution describes these options. (6719)


The Update tool on the Employees Search lets you change settings for several employees at once. It includes a growing list of settings for:
• Access
• Hide/Show
• Prefs


Cloud Server optimization refers to changes in Big Business Server for:
• running remotely on Amazon Web Services (AWS) or similar
• running remotely on a Virtual Private Server (VPS) or similar
• running remotely on a Dedicated Server
• running locally on VMware or similar
• running locally on a shared server computer

Cloud Server optimizations benefit most setups where resources are shared


The Reload Alert asks if you want to reload data such as Customer defaults when you use Duplicate. Choosing to Reload gives you a fresh start with current information instead of using what was entered on the Quote, Order, or Invoice you are duplicating. Settings like Salesperson or Terms that were changed are updated to be the same as they would be on a new Quote, Order, or Invoice.

This Soluti


Big Business 11 includes are redesigned Cache Manager for:
• better performance and scalability
• support for very large cache
• optimized handling
• reduced fragmentation


This feature updates Customer information when you Duplicate existing Quotes, Orders, and Invoices. This is useful for preventing errors, when using Duplicate to save time. Settings like Ship To, Salesperson or Terms that were changed are updated to be the same as they would be on a new Quote, Order, or Invoice.

This Solution details the Reload Customer feature. (6715)


This Solution describes a feature for displaying the quantities for each Warehouse on an Item Card. (5913)

Big Business 10.19 fixes this feature for Auto Zoom.

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


Big Business 10.19 tests including the Title in the Export or Reports, like:
Company Name (Export Date)
Report Title 1
Report Title 2
(6710)


Big Business 10.19 adds Hide Duplicate to give you more control over how your team creates new transactions. Duplicate is a fabulous time saver, allowing you to duplicate any entry, and great for consistency so new Items or Accounts are formatted similarly and you only need to type minor changes. On the other hand it can lead to errors where important changes are NOT made. So you might wish som


Big Business 10.19 adds Show Memorize to give you more control over how your team creates new transactions. Memorize is challenging because you cannot readily see the entries you have memorized for Recall. It can be cumbersome to maintain a list of memorized entries. With new controls for Duplicate, and some awesome Search improvements, we feel it is more natural to find and Duplicate, so we ha


Big Business 10.19 tests including the Title in the Export or Reports, like:
Company Name (Export Date)
Report Title 1
Report Title 2
(6710)


You can use Big Business Mail to send emails directly, without using a desktop email client like Microsoft Outlook or macOS Mail.

This Solution provides setup details. (6709)


Big Business 11 uses new architecture to:
• simplify updates

(6708)


Big Business 10.18 updates Wait Cursor use. Earlier versions used a custom cursor within Big Business. The custom cursor was the pointer arrow with beach ball popularized by browsers, but may have caused display issues with some systems. Now Big Business displays the system Wait Cursor when possible. (6707)


Big Business 10.18 adds new Aging reports to test:
Accounts Receivable Aging by Due Date
Accounts Receivable Aging by Due Date (Summary)

These reports are:
- for audit using As Of to back date
- complete without Searches to filter
- Export-only, while testing
- Cloud-Server optimized
- Faster than other backdated agings

(6706)


Big Business is a Windows application. (6705)


Big Business includes a Comment button for:
• Misc Bills
• Misc Sales

Big Business 11 updates this Comment button to use icons. The Comment icon for Harmony and Helios Icon Styles have been updated with black for better visibility.

Miscellaneous tools are convenient for creating transactions:
• that are without Line Items
• that do not need printing
• that you enter in a list
• that you I


Sleep Alert appears in your Big Business Client when your computer goes to Sleep. Turn off Sleep to minimize disconnection from Big Business Server.

This Solution provides details. (6674)


Big Business 11 adds an Extras folder to the Big Business folder.

This solution details contents and customization options for the new Extras folder. (6701)


Big Business shows you when Comments are filled in by changing the icon.

Big Business 11 updates these icons so they are easier to see on Line Items.

This Solution describes this feature. (6702)


Big Business Server 11 for macOS is 64-bit (6700)


Big Business 11 updates application icons to be:
• non-skeumorphic cube
• vector, scalable

This Solution provides details. (6699)


Big Business can use SQLite
• to offload Client data
• to read data from other apps

Big Business 10.18 updates SQLite support.

This Solution gives a quick overview of SQLite support in Big Business. (6698)


In Microsoft Windows in the Control Panel for Appearance and Personalization is the Display option to Make Text and Other Items Larger or Smaller. Some settings, such as 125%, can cause problems with Search columns being cut off because the scrollbar is resized and covers up part of the last column.


Schedule Days helps you manage payments to Vendors by automatically setting the Scheduled Date on Bills, so they will come up for payment at the right time.

Big Business 10.18 updates Schedule Days calculations.

This Solution provides considerations for Schedule Days use. (6696)


Big Business may use QuickTime:
• to display graphic elements
• to display your Comapany Logo

Big Business 10.17 updates QuickTime Support.

This Solution gives a quick overview of QuickTime Support in Big Business. (6694)


Demo is a version of Big Business that runs on one computer, making it perfect for:
• learning the basics of using Big Business
• training new employees
• testing new features

Big Business 10.17 updates the Demo version to be free.

This Solution gives a quick overview of the Demo version of Big Business. (6693)


Big Business uses AppleScript:
• to automatically create Excel spreadsheets
• to automatically attach PDFs to new messages in Mail

Big Business 10.17 updates AppleScript Support.

This Solution gives a quick overview of AppleScript Support in Big Business. (6692)


Shows you how to install our macOS Demo:
• to try, train, or tutor yourself in Big Business
• to run Big Business on only one computer
• as a sandbox for testing, training, or tutorial



This feature uses your Employee info when you Duplicate or Convert existing Quotes, Orders, and Invoices. This is useful with the Shipping Add-On when using Shipping IDs on the Employee card. You can duplicate an order created by another user and it will be updated with your information.

This Solution details the Reload Employees feature. (6689)


This feature updates Shipping info when you Duplicate or Convert existing Quotes, Orders, and Invoices. This is useful with the Shipping Add-On. You can duplicate an order created before and address change and it will updated with new information.

This Solution details the Reload Addresses feature. (6688)


Maring Cost is new in Item Prefs and lets you change the basis of margin calcuations.

This Solution will provide details. (6687)


Prefs lets you add a variety of:
• features
• automation
• controls

Until you look, you may not realize these options--that you can click a checkbox to add a new feature into your workflow (or uncheck to reduce clutter). As much as possible these options are laid out on Prefs windows and have Info buttons (i) that link to write-ups.

This Solution gives you a quick overview of some available


Users Settings shows or hides the Settings tab in My Prefs. If you Hide Settings, users will not be able to change Settings themselves.

This Solution describes this setting. (6684)


User Settings let users change settings, such as Auto Zoom. By choosing System Setting they can use the setting you have chosen in the Company card.

User Settings Prefs let you control access to User Settings. By choosing Hide Settings you can block access to User Settings.

This Solution provides details. (6684)


The Inactive Checkbox lets you mark records Inactive.

This Solution provides details. (6683)


Big Business 10.16 fixes a scrolling error on the Master Tag List. The problem occurred when the user selected a custom Font Size, such as a smaller font that would compress one pane and not the other.

(6682)


Limit Payments is a custom feature, added for a distributor who sells through Amazon, to limit the number of Invoices displayed on a Payment. To use this feature, hold the Shift key while choosing the Customer. If you type Shift-Tab, to go to the Date field after entering Payment Received From, the Limit request may appear accidentally.

This Solution describes this feature. (6681)


Shipping IDs are additional fields for shipping information such as:
• Account Numbers for UPS or FedEx
• Email Addresses for notifications

Big Business 10.16 adds ShipID's to the Employee Card.

This Solution describes this feature. (6680)


You can now edit past Bank Reconciliations to make corrections.

This Solution describes this new feature. (6678)


Assigning Bins uses new tools that improve workflow:

• Autocomplete
• Popup
• Scanning

This Solution provides details. (6679)


This Solution provides compatibility information for Big Business and Windows 10 Creators Update launched April 11, 2017. (6676)


Big Business 9 no longer works on Windows 10. Big Business 9.10 released in September 2015 included updates to support the first release of Windows 10 only. Later releases of Windows 10 require Big Business 10. Now even if you are running the original 2015 release of Windows 10, Big Business 9 may no longer work. If you have Support for Big Business 9 please contact us for more information.


Big Business adds Paste to the Docs windows. Click to paste:
• a File copied from your desktop or email attachments
• a Picture copied from email, web browser, photo or picture program
• a Screenshot taken with Print Screen, Alt + PrtSc, Snipping Tool

This Solution provides details. (6670)


Sleep Alert appears in your Big Business Client when your computer goes to Sleep. Turn off Sleep to minimize disconnection from Big Business Server.

This Solution provides details. (6674)


Bins is an Add-On to help you locate items in your warehouse.

This Solution provides details. (6619)


Big Business 10 updates the selection of Fonts making it easier to choose fonts that are nice to work with and for printouts to reflect your business image.

This Solution provides an overview. (6673)


Long Listing loads a longer Customer Lisiting.

This Solution describes this setting. (6672)


Logo Prefs control Logo printing. By default Big Business prints your Logo or Company Name and Address on all forms. A new setting for Letterhead does not print your logo when going to paper, only when you are going to PDF or Email.

This Solution describes this setting. (6671)


Inactive Prefs control whether you see records that are marked Inactive.

This Solution describes this setting. (6597)


Captuvo SL42 is a sled for iPhone that includes:
• Barcode scanner
• Extra battery
• Protective case

This Solution provides an impression of this hardware option when used with BigBizApp10L for tracking inventory locations.


This Solution describes the Bin Group field found on the Bin Card. (6668)

This feature is part of the Bin Quantity Add-On that tracks inventory locations in your warehouse(s).


Description Width lets you change the width of Descriptions on printouts. An entry like 50% will narrow Description 2 by half and widen Description 1 to fit.

Big Business 10.14 updates Description Width to work for zero, to remove Description 2.

This Solution describes this Setting. (6563)


Items Search can show calculations for the average quantity sold (for last twelve months and last three months) named:
• Avg. Qty Sold 12-Mos.
• Avg. Qty Sold 3-Mos.

This Solution describes using these entries. (6667)


Big Business 4 added a prompt to filter when there more than 256 Undeposited Items. Big Business 10.14 changes this to 999 and adds automatic sorting for ease of use. (5856)


This is our database and one of our favorite things is when customers say nice things, or nicely said things, such as...
(6666)


Big Business 10.14 tests Barcodes for Sales Order Line Items.

This Solution provides a quick overview. (6663)


Keyboard Shortcuts for Dates are being tested. To start, "t" for Today has been added. Dates should highlight when clicked once and change when the Up Arrow or Down Arrow keys are typed. Now typing the letter t will set the Date to today. (6664)


The Ship Date on Orders has been updated to automatically fill in today's date. (6665)


The Requisition tool was created for custom functions:
• to load a Sales Order for conversion to a PO
• to load a Sales Order for conversion to a Warehouse Transfer
• to load a Sales Order for consignment to a customer Warehouse
• to create a new request for purchase or transfer from another warehouse

This Solution provides details. (6659)


BizApp10L is for iPod Touch or iPhone for Locating stock in your warehouse.

This Solution provides a quick overview. (6660)


Stock Prefs control what inventory information you see on Line Items.

For starters, this setting lets you choose what appears on the Expanded tab of the Sales Order with choices for:
• System Setting (recommended)
• Hide
• Show Allocated
• Show Available

Ths Solution provides a quick overview. (6658)


If you are using Big Business Server for macOS with Windows Clients and have Updated from 10.3 or earlier to 10.13 or earlier, you may see this error:
Error when executing the method PrintOpt_DestSet... The plug-in method cannot be executed. External routine not found (TobitProXL).

This problem is fixed in Big Business 10.14 and does not occur if you are using Big Business Server for Windows or


Big Business 10 has cosmetic changes and removes Allocated Qty from the Expanded tab of an Order.

Big Business 10.14 lets you change Stock Prefs to see Allocated, Available (default), or not. (6657)


MySQL 5.7 updates installers for Windows and some of the syntax for typical changes needed to share data from your Big Buisness Server to shipping workstations running UPS WorldShip, FedEx Ship Manager, and so on.

This Solution provides details. (6655)


This Solution describes the procedure for updating Big Business Server on macOS. (5990)


The Inventory Sales by Customers report exports a list of items with quantites sold to customers.


The Payments Received for Category Group report will provide a detail list of paid invoices and their category amounts for the selected category group. The report will contain payment date, customer listing, customer code, invoice number, invoice date, invoice amount, group amount, and applied amount, sorted by customer listing.


Big Business 10 lets you mix Client and Server from different Updates. Updates are different "dot" releases like Big Business 10.9 and Big Business 10.12. You might want to use the newest Client for newest Macs without changing your current Server. Or you might update Server to get new features without needing to change any Clients.

You cannot mix Upgrades, though. Upgrades are different vers


Font Book is located in Applications on your Mac and includes utilities to validate fonts and check for duplicates. Checking for Duplicate Fonts may fix intermittent slowness or crashing.

Download the latest release. (6645)


Big Business 10 adds the Docs tool. Docs Prefs let turn on the Docs tool.

Big Business 10.11 adds Drag and Drop for the Docs tool and Docs window.

Big Business 10.15 adds Paste to the Docs window.

This Solution provides details. (6646)


Big Business 10.11 updates Profit % to show negatives only for items being sold at a loss. Previous versions show negatives for returns. For clarity, negatives are displayed in red (except during data entry).

Download the latest release. (6645)


Add PDF is a customization to automatically includes a PDF containing Terms and Conditions or other needed information when printing or emailing a Sales Order or Purchase Order. (6331)


Company Upgrade lets you activate Add-Ons and Addtional Users for your Company.

This Solution provides details. (6643)


PDF Tools is an Add-On to support customizations that manipulate PDFs to merge, insert, print and more. It is a suite of state of the art tools that may require special installation or support.

This Solution describes this option. (6644)


Big Business includes Print Styles with options for:
• graphics
• fonts
for better looking output.

Big Business 10.10 expands this feature to apply to Reports. Big Business 10.15 fixes some Customer reports.

This Solution describes the feature. (6296)


Big Business 10.9 ignores your setting for Auto-Enter Qty and always enters zero. This is a bug that is fixed in Big Business 10.10.

Download the latest release. (6642)


Big Business 10 lets you choose Prefs for changing features and include choices for:
• System Setting - use the system setting, built-in or set by your system administrator
• Classic / Hide - use the original feature / hide the new feature
• New / Show - use the new feature / show the new feature

New System Prefs include:
• Column Prefs
• Dialog Prefs
• Docs Prefs
• Export Prefs
• Inactiv


The Accounts Receivable Aging (Summary) Report provides a standard A/R Aging which can be run As Of a specific past date (backdated). It also includes an Invoice Search so the results can be narrowed to a Department, Salesperson, or other criteria. (6165)


The Accounts Receivable Aging (Summary) Report provides a standard A/R Aging which can be run As Of a specific past date (backdated). It also includes an Invoice Search so the results can be narrowed to a Department, Salesperson, or other criteria. (6165)


Big Business 10.10 updates Customer Lookup. (6640)


Big Business 10.10 tests reading credit card numbers with a Swiper.

Ths Solution will provide test results. (6641)


Big Business 10 adds the Docs tool for all transactions. Docs Prefs let you choose how to use the Docs tool.

Choices for Docs Prefs are:
• System Setting
• Hide
• Documents
• Documents and Notes

This Solution provides details. (6589)


B2C Connect automatically connects Big Business to your Business-to-Consumer (B2C) web store.

Ths Solution provides a quick overview. (6625)


Big Business 10 adds a Deposit on the Sales Order. This allows you to import a paid amount from an online store and have it automatically converted into a Payment.

This Soution describes this feature. (6636)


Big Business 10.9 adds the option for Line Numbers and updates Sort for transactions with Line Items like Orders and Invoices.

If you have Custom Forms, they can be automatically updated to support these options.

This Solution describes this option. (6635)


Big Business 9 adds new fields for Imports, including:
To combine separate First Name and Last Name entries:
• Add Billing Name
• Add Shipping Name
• Add Customer Listing

To combine Item Descriptions:
• Add Item Code
• Add Description 1
• Add Description 2

This Solution describes this option. (6516)


Big Business benefits tremendously from SSD performance from fast storage options:
• Solid State Drives (SSD's)
• Fusion Drive
• Flash Storage

Big Business 10.9 is optimized for:
• SSD hardware
• Virtual Servers (VMWare, Parallels, hypervisor)
• Remote Desktop (RDS, Terminal Server, VDI)

This Solution describes this change. (6633)


To connect Big Business needs an API Key and Password from Shopify. These are generated in the Private App setup described previously and copied into Shopify Settings in Big Business.

This Solution tells you how to enter private app credentials from Shopify into Big Business. (6632)


This Solution describes Registering the Shopify Add-On. (6630)



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