Big Business includes a PDF Printer for Windows for automatically creating and emailing PDFs. Big Business 10 updates the PDF Printer for compatibility with new operating systems and security updates.
This Solution describes using this feature. (6501)
Big Business lets you access the Server Administration window from Big Business Client.
This Solution provides details. (6518)
Big Business 10 includes a new Database to support Retina Display.
Retina Display is Apple's name for high resolution screens found on iPhones and iPads and now on iMacs and MacBooks. Retina makes it easier to work by providing sharper images and crisper text.
This Solution provides information about Retina. (6555)
Big Business 10 updates default fonts. (6569)
Big Business 10 is updating Tool Names for simplicity and clarity. For example:
Customer Search is now Customers
Receive Money is now Payment
Make A Payment is now Pay
Requisition is now Request
Bookkeeper is now Accounting
InfoCenter is split into Contacts and Reporting
This Solution provides brief explanations. (6571)
Big Business includes a built-in Database, which means:
no additional purchase
no additional installation
no additional setup or configuration
You simply install Big Business and start it.
Big Business 10.13 includes an updated Database that is Certified for macOS Sierra and Windows Server 2016. Big Business 10.10 included an updated Database that is certified for Windows 10 Anniversar
Changes to Customer Features
Big Business includes a number of Customer features and enhancements:
You can choose from multiple customer shipping and billing addresses on quotes, sales order, and invoices.
Long comments can be included with quotes, sales orders, and invoices.
The Other Charges field includes calculations.
You can adjust the price level for individual quotes, sales orders,
Other Charges can be chosen for each Quote, Order, or Invoice, and can be used for calculated values. For example, one invoice might include a freight charge based on shipping weight while another might include a rush charge based on a percentage of the invoice total.
You define the charges that you want available through the Other Charges field. You name the field, decide how charges should be ca
On each quote, sales order, and invoice, you can choose from the Other Charges fields that have been defined. If you change the Other Charges field when dollar amounts have already been entered, Big Business recalculates the total if necessary.
To choose an Other Charges field:
Choose the item you want from the Other Charges QuickPop list. (3074)
Big Business includes the option to have Sales Tax calculated on Other Charges.
In some regions, Freight or other post-Subtotal charges are Taxable. (5792)
This Solution provides system requirements and compatibility information for Big Business 10, available December, 2015. (6573)
The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.
This Solution describes basic features and techniques for use. (6243)
This problem seems to be related to a Windows 10 Update around September 30, 2015. It affects current versions of Big Business 9 and beta versions of Big Business 10. When choosing Save As PDF, Email:, or Send To:--the Print Options that PDF and Email--the PDF Printer is inaccessible. Big Business becomes unresponsive for a minute and the print job may be sent to the Default Printer. (6568)
This Solution provides compatibility information for Big Business and OS X 10.11 El Capitan, the Mac OS upgrade being released September 30, 2015. (6567)
- CSV and FWT for Imports
- Import NULL Support (6565)
- Import Purchase Order Line Items (6564)
- Stored Attachments (6494)
- Description Width (6563)
- New Fields on Imports (6516)
- Ebay for Bigcommerce
- QuickFilter (6562)
- Custom Fields for Bigcommerce (6308)
- Autocomplete keys (6536)
Imports now handle NULL values. In database-speak, NULL is a value that is not an value. For comparison, blank is a value that can replace an existing entry and make it blank. Importing NULL does not replace an existing or default entry. This is handy if you want one import mapping that sometimes replaces a default address, or price, and sometimes does not.
This feature automatically handl
The Import for Purchase Order Line Items creates Vendor POs with Items from a Tab-Text import file listing each Item.
Like other Imports, it can use a Default Vendor or Default Item to complete POs and and allow the import to complete when there is incomplete data.
This Solution describes its use. (6285)
This solution outlines compatibility with Windows XP (5767)
This Solution provides compatibility information for Big Business and Windows 8.1, the Windows Update released on October 17, 2013. (6311)
This Solution provides compatibility information for Big Business and Windows 10, available starting July 29, 2015. (6561)
This feature is for use with the Shipping Add-On that enables shipping programs like UPS WorldShip or FedEx Ship Manager to read addresses from Big Business and write back shipment information like Tracking numbers.
Big Business 9.9 updates Ship Info posted to Orders to also display on Invoices.
This Solution describes the Load Addresses preference. (5985)
Big Business 9 updates Listing Scrolling to aim for the middle. Before, when a Listing like Customers or Items appeared the selected entry might be at the very top or bottom so you couldn't see other choices immediately. Now it should put the selected entry in the middle so you can see entries above and below without scrolling.
Big Business 9.9 fixes Listings which could scroll unpredictably wi
The QuickFind on the Item Card includes:
These options may be convenient for updating Bill of Materials information using an Export to edit and re-import with the Build/Bundle Line Item Import, or to check stock levels of related components or built items.
Big Business 9.9 adds the option to find Components.
This Solution describes these QuickFind entries. (655
Big Business 9.9 adds a QuickFind entry for Contacts to the Customer Search.
This option makes it easy to find the Additional Contacts belonging to a group of Customers, such as All customers or those assigned a particular Salesperson. These Contacts are added to Customers to record Shipping Addresses , Email Addresses, and more.
This Solution describes this QuickFind entry. (6560)
Big Business prints Shipping Labels for packages and large envelopes. You can print these labels from Searches or from individual transactions. If the sheet labels you are using have been used previously, you can specify the the row and column of the first available label to use the remainder of the sheet. (3204)
Big Business prints Mailing Labels for use on envelopes and parcels that have a preprinted return address. You can print address labels from QuickSearches or from individual transactions. If the sheet labels you are using have been used previously, you can specify the the row and column of the first available label to use the remainder of the sheet. (3211)
Big Business lets you Carry Forward a Quote to an Invoice, bypassing the Sales Order. (3277)
The Refund tool automatically creates refund checks for:
Unapplied Payments - unused customer deposits and overpayments
Negative Balance Invoices - unused credit memos and returns
This Solution describes this feature. (6545)
Big Business 9.9 adds Copy Comments in the Customer Card Prefs. This feature copies Comment from the Customer Card to the Private Comments on new Quotes, Sales Orders, and Invoices. (6556)
Big Business 9.9 adds Check Order # in the Sales Order Prefs. This feature applies to the Sales Order tool, when using the using the Edit Order # option. It also applies to Imports, including Cloud Services and Web API.
Big Business 8.7 adds Alert Info to include a link to additional information on Alerts.
Big Business 9.9 updates Alerts to display longer messages such as those returned by Cloud Services.
The Import window lets you view, edit, and save Import Settings that can be used by automatic imports, connections to external API's, and the built-in Web API, later.
The Import window can also perform an import, now. When you click the Import button, Big Business may display a confimation dialog asking you to confirm that you want to import now.
This Solution provides details. (6552)
Bigcommerce uses Product Categories and requires these be set to create new Products--making them easier for customers to find.
This Solution describes this feature of the Bigcommerce Add-On. (6550)
Add To Labels lets you choose a field to include on Price Labels.
This Solution provides details. (6548)
The option for Price Labels No Price has been added to Print Options for:
This Solution provides details. (6547)
Access to business-to business (B2B) e-commerce functions is set on the Employee Card, on the Secure Web tab. Granting access lets the employee use credentials (securely stored API keys) to perform a task, like clicking a button in Big Business to automatically create a Customer in your online store.
This Solution provides details. (6546)
Business-to-business (B2B) ecommerce presents several challenges such as:
giving customers access to your web store
giving customers their pricing
giving employees access to make changes
This Solution describes B2B Add-On features. (6540)
For business-to business (B2B) e-commerce, Big Business creates and updates Customers in your web store from Additional Contacts in Big Business. This makes it easy to:
give customers access to your web store from more than one email address
give customers their pricing
give employees access to make changes
This Solution provides details. (6542)
Access to Cloud Services is set on the Employee Card, on the Secure Web tab. Granting access lets the employee use credentials (securely stored API keys) to perform a task, like clicking a button in Big Business to automatically create a Customer in your online store.
This Solution provides details. (6543)
For business-to business (B2B) e-commerce, Big Business creates and updates Items in your web store. This makes it easy to:
enter (or import) Item details once, minimizing errors
automatically update Items' stock levels, prices, etc. in your web store
give employees access to make changes to Items' attributes
This Solution provides details. (6542)
Normally, when you open a record--like a Customer or Quote--Big Business selects the first field where you can type. So it's easy to start making changes. Which can lead to accidental changes, like changing a customer's name without noticing.
Deselect Default Field reduces accidental changes by NOT selecting a default field. You must first CLICK into a field. Then, type and Tab as usual. (6098
Autocomplete speeds data entry by showing you a possible match that you can select by typing Tab and a list of choices you can select by typing Down Arrow.
This Solution describes using this option. (6536)
Big Business 9.8 adds this feature for testing.
If you find the Font used in Big Business too small or too large, hard to read, or that long entires are cut off without displaying completely, you can select a new font in a smaller or larger size. This solution provides the details. (5761)
Big Business 9.8 updates these settings.
Big Business Imports check for errors, such as missing or mismatched data. Because you may be importing hundreds or thousands of entries, if there are any errors from an Import, you will have the option to save them as a text file for review.
This Solution provides examples. (6522)
Big Business 9.8 adds Exchange Rates for exporting and reporting in a foreign currency.
This extends the Multi-Currency Add-On to provide a convenient way to report results in another currency.
This Solution describes using these features. (6534)
Big Business 9.8 adds controls for Zap Gremlins, a feature that automatically replaces problem characters in text.
This Solution describes using these options. (6535)
The Web API Import Settings use the standard Import Settings with a few additions:
Fields/Notes lets you enter a list of Fields Available for Insertion and any Notes
Fields/Notes lets you Paste sample JSON or XML to extract Fields automatically
Fields Available for Insertion are listed in Xpath notation
Web API Imports should be saved with a web-friendly name
This Solution provides de
Big Business includes a Web Server that can be set up with a few clicks to enable:
BizApp Cloud -- sharing services for iPad / iPhone
Lightning Web / Mobile -- a Web 2.0 application
Web API -- an application programming interface
This Solution provides details. (6532)
The Web API sends a response to let you know the status of each entry submitted.
This Solution provides an example. (6531)
Web Server Settings lets you change settings used by the Web Server and Start or Stop the Web Server. The Web Server Settings tool is found on the Maintenance toolbar in your Big Business Client.
This Solution provides addtional details. (6530)
Conformed indicates a message from an Import or other automated task where the data was changed. "Conformed (6527)" tells you that the source of the message is Big Business.
This Solution provides an example. (6527)
Alerted indicates a message that would normally be displayed as an Alert dialog. For Imports or other automated tasks, "Alerted (6528)" tells you that the source of the message is Big Business.
This Solution provides details. (6528)
Reported indicates a message that would normally be displayed as an Error dialog. For Imports or other automated tasks, "Reported (6524)" tells you that the source of the message may be the Database, a Component or Plugin, or the Operating System.
This Solution provides an example. (6524)
Asserted indicates a message that would normally be displayed as an Assertion dialog. For Imports or other automated tasks, "Asserted (6525)" tells you that the source of the message is Big Business.
This Solution provides details. (6525)
Confirmed indicates a question that would normally be displayed as a dialog. For Imports or other automated tasks, "Confirmed (6526)" tells you that the source of the message is Big Business and that a default choice was automatically selected.
This Solution provides an example. (6526)
Big Business 9.7 adds a Comment button to:
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 Import, or Memorize, in a list
that you need to assign a Number, such as Invoice Number
that you create for adjustments or corrections
This Solution describes
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)
This Solution describes the Bigcommerce Add-On. (6514)
This Solution describes Registering the Bigcommerce Add-On. (6512)
This Solution describes Notificiations from the Bigcommerce Add-On. (6513)
This Solution describes entries for Bigcommerce Settings. (6511)
Big Business includes a Customer Receipts Import, useful for:
batch processing of recurring credit card charges
coordinating orders and payments for online sales
Big Business 9.6 adds options for Auto-Applying the imported receipts:
Do Not Apply
This Solution describes this feature. (6218)
This Solution describes entries for Bigcommerce Settings. (6510)
Capture Window is being tested.
This Solution provides an overview. (6509)
Big Business includes the ability to import Item Adjustment transactions. Using this feature it is easy to zero you entire inventory (or a selection of Items) then repopulate the inventory with another import. (5570)
Disable Inventory Update lets you defer changes to current inventory for back-dated Bills and Invoices.
This Solution provides an overview. (6506)
If you rely on Sent Mail to remind you what information you've given customers, you'll love Big Business Mail, which lets you:
- share the information you've sent to customers with other Big Business Users
- share the information other Big Business Users have sent to customers
Big Business Mail respects that people like email from people and lets each user send from their own email, be it corpo
Big Business Mail lets you send email using multiple accounts including Hotmail.
This Solution provides setup information (6505)
10042 'SMTP 550 - Requested action not taken: mailbox unavailable' may indicate your account is protected and needs to be authorized. For Hotmail.com, Outlook.com, etc. accounts sign in with a browser to check for alerts.
This Solution provides troubleshooting information (6504)
Send Email to... shows you a selection of Email Addresses:
Email Address on the Customer
Email Addresses from Contacts for the Customer
This Solution describes using this dialog. (6503)
Big Business 8.7 adds Warehouse Code to the Invoice Line Item Import.
Big Business 9.5 adds Warehouse Code to the Item Adjustment Import.
This Solution describes using this entry. (6303)
The Unreconciled Items Reports shows you unreconciled items--checks, deposits, transfers--for the Bank Account and Date Range you choose. For comparison it shows the General Ledger Ending Balance--as of the end date--and the Reconciliation Balance--from the last Reconcilation in the date range.
This Solution describes this report. (6502)
Big Business 9.5 Server is signed for the new Firewall in Mac OS X Mavericks. (6498)
From (Quote / Opportunity) has been updated to take a Sales Order Number and copy any Open Items to the current Sales Order. (6499)
The Sort button for Line Items permanently sorts the contents of:
This Solution describes using this feature. (6500)
Big Business lets edit the Description 1 and 2 fields on Line Items. Type the Comment character and Big Business will not look for a matching item and instead keep the changes.
This Solution describes this functionality.
Big Business 9 automatically updates the Cost for Built Items.
Big Business 9.9 adds the option to Set Built Weight at the same time.
This Solution describes these features. (6497)
The Trial Balance reports:
Trial Balance (Summary with Balances)
Trial Balance (Summary)
Trial Balance (Detail with Balances)
Trial Balance (Detail)
have been updated for speed and to include Balances.
This Solution provides details. (6496)
This Solution provides compatibility information for Big Business and OS X Yosemite, the Mac OS upgrade to be released Fall 2014. (6395)
Big Business 9 adds the option to Update On Server. This can improve Client performance for Remote Clients. (6330)
Big Business automatically stores Documents that you Attach:
from the Folder tab on Customer, Vendor, Item, Contact, or Employee
from a Note, to yourself or another user
from the Docs Folder on transactions like Quote, Order, Invoice
Big Business automatically shares Stored Documents so they are available:
to any Big Business Client, on Mac or Windows
to the Note recipient
Big Business 9 adds a Prefs tab to the Company Card to better organize company-specific settings.
This Solution decribes this feature. (6493)
Big Business 9 adds Item Comments to Item Adjustments to easily record Lots or Serial Numbers or other specifics about each item being adjusted.
This Solution decribes this feature. (6492)
Big Business automates printing--to allow you to select printers, send to iPad or Email, or include a PDF--and relies on a Default Printer being properly configured.
This Solution provides brief instructions for creating a Default Printer. (6491)
BizApp9 is for iPad and iPhone for reviewing Invoices, Customers, and Items from Big Business. (6490)
The Open New Windows setting lets you choose to always open a new window.
This Solution describes this option. (6486)
Add New Customer lets you create a New Customer Card from the Customer Search.
This Solution describes this option. (6487)
The General Ledger reports:
General Ledger (Summary)
General Ledger (Detail)
have been updated for speed and to include a Search.
This Solution provides details. (6485)
Big Business is not vulnerable to the Heartbleed bug.
"The Heartbleed Bug is a serious vulnerability in the popular OpenSSL cryptographic software library."
Big Business can use OpenSSL when the following functions are enabled:
Secure Credit Cards
Authorize.net credit card processing
Encrypt Client/Server Connections
Secure Server for iPad
Secure Web Server
Comment has been added to the Contact Card, Employee Card, and Vendor Card.
This Solution describes its features. (6483)
Big Business 9 updates emailing from a Customer Card:
Customer Transaction Report
Customer Aging Detail Report
Statement, Balance Forward
Statement, Open Item
This Solution describes this option. (6482)
Big Business 9 adds new icons choice in Notes Prefs, Icon Styles. Classic and Satin replace previous choices for Crisp and Soft.
If you selected Crisp or Soft in a previous version, you will now find Classic or Satin selected. Surprise!
This Solution addresses some frequently asked questions. (6481)
In Big Business 9.3 (only) a few new Icons are missing or displaying incorrectly:
Void - o
Viewing the Payment History (6460)
Receiving Payments in the Invoice (6461)
Viewing and Changing Category Information (6462)
Viewing All Posting Information (6463)
Entering a Miscellaneous Sale (6464)
Assessing Finance Charges (6465)
Receiving Money (6467)
Entering Customer and Payment Information (6468)