Registration
Registration is the step where you enter a code into BigBusiness to enable its features.
You may run BigBusiness for a limited time in Trial Mode or with ended Subscription. Registration sets your Data File to run with your setup for some duration and version.
Registration may enable Services or Add-Ons or they may have separate registration. You will be sent emails, to your primary address, with Registration and instructions.
MyStart Server
MyStart Server enables Big Business Server to install Demo Files for testing, simplify startup for selecting your Data Files, and monitor automatic operations, like Backup.
Big Business Server is an application you run to serve your Data File to multiple people connecting with Big Business Client, to share data and coordinate data entry.
Chapter 58 MyStart
MyStart automatically installs Demo Files and helps you open your Data Files, easily.
Automating your options for testing, training, and selecting your Data File is the goal. Seamlessly connecting your second company or a new service for testing is the benefit.
Big Business covers a continuum of business needs, connecting a second company, connecting out to service like ecommerce or taxes, and MyStart lets you automate.
Dishwasher Safe
Dishwasher Safe is a quality assurance practice to prove everything in your kitchen, is.
In a multi-user environment, like a kitchen, is essential for productivity to automate, ie you need a dishwasher. Therefore you need tools and service that are dishwasher-safe.
The obvious solution is to run everything through the dishwasher and replace any that do not survive. The same works for software to replace routines that fail in heavy use.
Versions
Versions help you coordinate your setup to avoid errors such as mismatched Clients.
Within a major version, Clients often work with Updates to Server without reinstall. Where needed, such as Database Updates within a version, Clients may need reinstall.
Versioning is updated to help within major versions.
Terms Access
Terms Access lets you set access for an employee to customer credit tools like Credit Hold, which can be used as a checkbox on Customers Search or Customer History.
Without All Access or Terms Access the employee will not be able to change Terms. Terms settings include Terms, Credit Limit, Credit Hold, and Credit Hold Days.
Automatic Access
Automatic Access lets you allow an Employee without All Access to use Automatic Actions.
Auto-Charge, for example, automatically sets Other Charges to Freight Charges. Once set if Freight Charges recalculates, Other Charges is updated.
With Automatic Access the employee can click the Auto-Charge checkbox on Orders. Auto-Charge can be preset on a Customer and only changed with Automatic Access.
Cannot Sign In
Cannot Sign In lets you lock out Employee cards that are not users or no longer active.
For example, you may have Sales Reps that are not employees, that do not sign in to Big Business, but you need in your Salesperson list. Just set them as Cannot Sign In.
Set Cannot Sign In on the Access tab of the Employee card. Or use Employees Search, Add the column Cannot Sign In to review, and select and click Update to change many.
Edit Automatic Actions
Automatic Actions allow you to select automations that a customer or an item can use.
If you are accessing customers for customer service you may not need to auto-invoice, edit their forms, or make other changes to automatic actions that help with fulfillment.
If you do, contact your system adminstrator to give you access by clicking Automatic Access on your Employee card. This change will take effect when you sign in again.
Department Mandatory
Department Mandatory lets you require a Department entry on all transactions. If you use Departmental Profit and Loss reports, this setting may help.
This Solution describes this setting. (6916)
To require Departments on all transactions:
1. Go to the Employee toolbar to Employee Prefs.
2. Click the checkbox for Department Mandatory.
3. Click OK to Save Employee Prefs.
Changes take effect the next time Employees Sign In.
Freight Terms Name
Freight Terms Name lets you search Freight Terms as text using Begins With and such. Freight Terms lets you search by choosing an entry in a dropdown for an exact match.
Freight Terms Name is available in Quote, Order, Invoice, Requisition, Purchase Order, Bill, and Employee Searches.
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.