Deep Sleep

Close your laptop or put your computer to Sleep the instant you are done working. Big Business will handle any pending updates automatically.


Unlock Notes

Unlock Notes is a change to allow Notes to be added to locked entries like paid invoices.

With Docs Prefs set to Documents and Notes you can add attachments, notes, and alerts for any transaction.

Now you can add a Note to a locked transaction.


Resize Dialog

Dialogs have been updated so they can resize when Auto-Zoom is on.

Auto-Zoom in My Prefs makes windows bigger and resizable.

Now Dialog windows are resizable, like the Postings window pictured which is now bigger than its invoice.


Address Date

Address Date helps you track updates to contact information by recording the date when address information was changed. You can Add(+) the Address Date column in Customers and it is updated whenever Billing or Shipping Name and Address, Phone or Email are changed.


Unlock Alerts

Unlock Alerts is a change to allow Alerts to be added to locked entries like paid invoices.

With Docs Prefs set to Documents and Notes you can add attachments, notes, and alerts for any transaction.

Now you can add an Alert to a locked transaction and the Alert will display when the transaction is viewed.


Get Rates

Get Rates is a checkbox on a Sales Tax that triggers a lookup of the current rates for the Selected State. This might use a Taxes service like TaxJar, a Rates service like Zip-Tax, or a State service like California's.

Check the box if you want Big Business to always choose this entry for Shipping State and to look up current rates using Shipping Address.


Note Sent

Sent is a checkbox that appears on a Note to show that it has been sent by email.


Note Ready

Ready is a checkbox that appears on a Note to show that it is ready to send by email.


Control Toolbar

Big Business 13 adds the Control toolbar for tools to control data and services options. For example, a user might add their email accounts to automatically send emails. Since each user sees only their accounts, there is the need for a tool to control all accounts.


Connect Toolbar

Big Business 13 adds the Connect Toolbar to make room for the many mapping tools used to connect to services like Shopify, TaxJar, and so on.


Enable Auto-Send

Enable Auto-Send turns on the Auto-Send feature for email. Go to the Company card to Advanced, click the checkbox for Enable Auto-Send, and click OK to save the Company card. Then Send From accounts that are set to Auto-Send will send automatically.


Send From

Send From lets you set an email account to use for sending email from Big Business. My Prefs, found near the end of the Contacts toolbar, includes Send From, allowing you to enter your email account credentials for sending messages to yourself or others.


Yahoo! Setup

Yahoo! is a longtime provider of freemium email. We've had thousands of freemium users of Big Business sign up with their Yahoo! address. If you want to send from your Yahoo! account when you are emailing from Big Business, here's how.

Just Add Yahoo! to your Send From list using an App Password you create at Yahoo.com. This Solution provides step-by-step instructions. (7220)


Outlook.com Setup

Outlook.com provides multiple options for sending email. One is to use your Outlook.com account with an email client, like Microsoft Outlook, and let Big Business send using your email client.

This solution describes sending from Outlook.com directly from Big Business.
Sending with Outlook.com you can use your regular Password, or with Two-step Verification use an App Password. (7219)


iCloud Setup

iCloud provides multiple options for sending email. One is to use your iCloud account with an email client, like Apple Mail, and let Big Business send using your email client.

This solution describes sending from your iCloud account directly from Big Business using an App Password, which bypasses your email client. (7218)


Gmail Setup

Gmail provides multiple options for sending. One is to use your Gmail account with your email client and allow Big Business to send using your email client. This solution describes sending from your Gmail account directly from Big Business using an App Password, which works with 2-Steup Verification. (7217)


Aol. Setup

Aol. is a longtime provider of freemium email. We've had thousands of freemium users of Big Business sign up with their AOL address. If you want to send from your Aol. account when you are emailing from Big Business, here's how.

Just Add Aol. to your Send From list using an App Password you create at Aol.com.
This Solution provides step-by-step instructions. (7216)


Simple Send

Simple Send is a feature to send email directly from Big Business. One use would be to send notifications like those you receive from unattended mailboxes alerting you to shipments and so on. Another use might be to send from a shared or sporadically used computer where you haven't set up your preferred email client. (7215)


Chapter 81 Mark

Mark is a new tool that adds power and convenience for updating records:

• update locked records, such as paid invoices
• select records to update with ctrl-click, command-click, shift-click, select-all
• click Mark button to show the menu of choices, like Sent, Closed, etc.


TeamViewer QuickSupport

Big Business has QuickSupport built-in. QuickSupport enables remote support. Just turn it On and provide us the ID and we can connect to help with any problems.

On the Mac, go to the Big Business menu, choose About Big Business, and click QuickSupport.

On Windows, go to the Help menu, choose About Big Business, and click QuickSupport.

(7198)


Order Closed

Big Business 13 adds controls and transparency for Orders, starting with a new Closed option.


Sales Taxes Search

Sales Taxes Search is a new tool on the Reporting toolbar. Use it to Find and Update your Tax Statuses. For example, find the entries for a state and mark them Inactive when they are being replaced by address lookup.


Chapter 77 Sales Taxes

Big Business provides an array of sales tax features and options including:
• Customer Tax Status - to automatically calculate, or exempt, each customer
• Contact Tax Status - to automatically calculate, or exempt, each Ship-To for customers with multiple locations
• TaxJar Lookup - to automatically look up each shipping address with TaxJar
• Custom Lookup - to automatically look up each shipp


iMac Install

Here's a quick video, installing Big Business Client 13 on new iMac.

(7186)


Canceled PDF

Print Options in Big Business include a feature to Save As PDF.

If you Cancel in the save dialog, where you name the PDF, Big Business will send the print job to your default printer.

Because no PDF is created, the option for Sent PDF, which puts copy of the PDF in the Docs folder, is not triggered.