Smart Inactive
Smart Inactive helps you to work with Inactive status to hide or prevent use of entries.
Big Business stops you from selling Inactive Items, even using Duplicate or an Import.
Smart Inactive makes it easy to find an switch Inactive e
Inactive Items
Items that are Inactive cannot be sold and are removed from Duplicates and Imports.
Chapter 45 Inactive
Inactive lets you hide or prevent the use of entries that are marked Inactive, including:
• Accounts
• Contacts
• Customers
• Employees
• Items
• Vendors
Inactive Checkbox
The Inactive Checkbox lets you mark records Inactive.
Clicking the checkbox for a Customer removes their name from the Listing--used to choose customers on transactions--and Customers Search, which also filters Reports.
Add(+) the Inactive column to Customers Search to see them again. Or, use Inactive on the Find dialog. Click the checkbox in Customers Search, if you have permissions.
Inactive Components
Big Business checks the Components of Built and Bundle Items and prevents sales of items with components that have been marked Inactive.
You can mark Sold Items as Inactive and Big Business will disallow selling them. You can also mark component items as Inactive and Big Business will disallow selling Built Items that include them.
Inactive Accounts
Big Business 8 adds features for Inactive Accounts:
• removed from Account Listing
• removed from Category Listing
• removed from Bank Account Listing
This Solution describes these features. (6245)
The Inactive checkbox appears on the Account Card. To mark a Bank Account or Category as Inactive, go to the Account Card on the Bookkeeper toolbar.
Inactive Accounts are removed from the Account Listing, Category Listing, and Bank Account Listing. This prevents their being selected for a new use. This does not intefere with their being used as a current default, setting, or assignment on an an existing entry. Marking an Expense as Inactive removes it from Categories to assign to new Vendors or Bills, but does not block usage by Vendors or Bills already using it.
Inactive Accounts can be found on the Account Searches by clicking All or using the Inactive search criterion to find, Inactive Is Yes/No.
Special Access on the Employee Card includes Show Inactive which shows the user Inactive Accounts in the Account Listing, Category Listing, and Bank Account Listing.
Inactive Employees
Inactive has been updated on Employee cards to work in conjunction with Load Only. Load Only is the option in Employee Prefs to remove entries with Termination Dates. Inactive works for Sign In using Company Prefs and with My Prefs after you sign in.
Sales Taxes Inactive
Sales Taxes Inactive is added as a customization to support a hybrid approach to Sales Taxes--using built-in Tax Status calculations alongside TaxJar or other automated lookup by address. Inactive blocks Tax Status entries that are replaced.
Use the Sales Taxes Search on the Reporting toolbar to find Sales Taxes you want mark Inactive. Select the rows you want to change with Command-click or Ctrl-click and then click Update to set Inactive to Yes.
In the picture this has been done for Alameda, Calaveras, and Contra Costa, which may have been replaced by CA, a TaxJar lookup for anything with a Shipping State of "CA".
Inactive Imports
Big Business 14 extends Inactive settings to Imports and connections like Shopify.
When you turn on Inactive Prefs for your system it prevents selling of Inactive Items. Now, Imports and sales connections like Shopify Connect, exclude Inactive Items, too.
Please email support@bigbusiness.com if you need help configuring.