Email Statements
The Ship Date on Orders has been updated to automatically fill in today's date. (6979)
Refund Refundee
Refund Refundee lets you set a payee for refund checks when different than Customer Bill-To.
Role Name
Role Name lets you see if a Contact is set as:
• Refundee - payee for refund checks when different than Customer Bill-To
• Email Statements - recipient for email statements
Profit and Loss by Department
Profit and Loss by Department exports Profit and Loss results for Departments, Unclassified (entries without a Department), and Totals. (6976)
Report Changes
Instant Upgrade
Putting new Big Business on ten or 20 computers? Upgrading Microsoft Office or Microsoft Outlook? Getting the newest macOS or Windows Update?
Big Business 12 solves common chicken-and-egg problems so you can install and instantly switch to a new version.
Then, instantly switch again for a new version of Microsoft Office, new macOS, or latest Windows Update. (6974)
Duplicating Kits
When you Duplicate an Item that has a Kit, Big Business duplicates the bill of materials (BOM) so the new item has the same Kit.
Sales Sorted by Customer
The Sales, sorted by Customer (Last Year Comparison, Month and YTD) report is customized to provide invoice totals by customer for a month-to-date and year-to-date and the same for one year prior. The report will contain sales totals for each customer for This Year and Last Year, as well as the Difference and percentage difference, along with City, State, and Phone 4 for each Customer. The repor
Lock Taxable
Lock Taxable blocks users from change Taxable and Exempt settings on Customers, Contacts, Items, Quotes, Orders, and Invoices.
This Solution provides details. (6959)
Unlock Taxable
Unlock Taxable
Unlock Taxable lets you set select users who can access Taxable and Exempt settings when Lock Taxable is enabled.
This Solution provides details. (6960)
Lock Taxable
Separate Windows
Big Business 12 uses separate windows on Windows (SDI). Previous versions use an application window that sits in the background (MDI).
Big Business 12.8 updates Client to improve Quit. Choose Quit from the File menu in the toolbar to Quit.
This Solution will list any hiccups. (6902)
jSDI
Sporadical Trial
We receive a lot of requests to run an additional Trial of an Add-On. This happens when the first Trial goes well, prompting a revision of budget, or shifting of timeline, or an update of items. Meanwhile, the Trial ends and there is just one more thing to test. Now you can just click Trial again.
(Up) Chapter 21
New 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 see and help with any problems.
Big Business 12.6 updates QuickSupport to be compatible with macOS Catalina. Per usual with a big change we try and make it work exactly the same, to start.
(6946)
Download QuickSupport for Mac
Download QuickSupport for Windows
Ready Checkbox
The Ready Checkbox appears on the Billing tab of Invoices to indicate the invoice will be sent automatically (by EDI, a procurement system, or online invoicing). When sent, the Ready checkbox will be unchecked and the Sent Checkbox will be checked.
To re-check the Ready checkbox manually, you must un-check the Sent checkbox first.
See Sent Checkbox linked below for details. (6842)
Sent Checkbox
Smart Tax
TaxJar Connect uses Smart Tax to switch the Tax Status on Quotes, Orders, and Invoices by matching the Shipping State on the transaction to the State entry on Tax Status.
Smart Tax can also be used by custom solutions like BizApp for iPad.
This Solution provides details (6765).
(Up) Chapter 41
TaxJar Fixes
Add Contacts
Big Business 11 adds the Contacts tool for quick access to phones, emails, and shipping addresses, where you need them.
This Solution provides details. (6747)
Billing Addresses
Billing Addresses are an option on Quote, Order, and Invoice, to help with:
• automated billing using EDI, procurement systems, or online invoicing
• automated order processing from web stores, etc
This Solution provides an overview of this feature. (6839)
System Dates
Big Business uses System Date settings, from the Language and Region control panels on your computer, to display and calculate dates. If you notice a problem, you can Disable System Dates in the Company card, to test. Either way, please contact support@bigbusiness.com with any date-related issues.
This Solution provides instructions for disabling this feature if needed. (6938)
Send Attachment
Send is a checkbox in Docs that you use to set attachments that can be emailed.
This Solution provides instructions. (6927)
New Architecture
Big Business uses New Architecture to simplify updating. When you download and install an Update on the Mac, it automatically replaces the one you are running. For Windows, Uninstall the old and install the new. Then, when you start the newly installed Update it automatically opens your Data File.
This Solution provides details. (6708)
Purchase Weight
Requisitons, Purchase Orders (PO's), and Bills include Weight which totals the Ship Weight for their items. (6925)
Nexus States
Nexus States let you list the states you need to collect Sales Tax for. This works with automation to switch the Tax Status on sales, lookup taxes using TaxJar Connect, and so on.
This Solution provides details. (6922)
Non-Nexus Tax
Non-Nexus Tax lets you select the Tax Status to be automatically assigned when shipping to States not included in your Nexus States list.
This Solution provides details. (6923)
Exemption Type
Tax Exempt makes it simple to override tax calculations for tax-exempt customers.
This Solution provides details. (6855)
Optimized Client
With your help, we have tried several iterations of optimized Clients. This revealed issues with operating systems, plugins, networking, and ultimately a path forward. The solution is a wholesale change in Big Business 12, which is 100% 64-bit. Hopefully this is not too disruptive, other than being so fast you can't wait.
This Solution provides details (6778).
Check Layouts
Big Business Banking Prefs let you choose a layout for printing checks(5793)