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Emailing with Mail on Mac

Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.

This Solution provides setup details. (7006)
Use Mail on your Mac

New Style

BigBusiness 12 adds New Style formatting for on-screen text. This is a transition that will take time and care but may addresses several key issues:
• Apple changes the System Font each macOS -- New Style will better adapt
• Apple hides the System Font -- New Style may let you pick it (when a menu won't)
• Microsoft varies system appearance -- New Style will better adapt
• Windows Clients sc

Attach (Docs)

Attach lets you choose documents to automatically attach to an email.

When you save and print a transaction you can Send Email (to Customer + Contacts) and Attach (Docs from the transaction + Docs from the Items).

Big Business will create a new message in your email program and automatically attach a PDF of the transaction along with all the documents you chose with Attach.

This Solution provid

Share Documents

Big Business lets you share documents, instantly.

Have your team use the Docs folder on any transaction to save any document, any file, right where you can find it.

Then, use the Send checkbox to select any Docs to automatically send with emails.

This Solution provides details. (6997)

Second Server

We want it to be easy to run a Second Server. It is easy if you a second computer. If you want to run two instances of Big Business Server on the same server computer, you want Second Server.

Item Prefs

Item Prefs lets you set custom names, default entries, and automatic handling of item-related data. (6990)

Email Statements

Emailing Statements is being added as a customization. To start, an Email Statements checkbox has been added to the Contact window that appears from Additional Contacts. This lets you set a recipient. (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)

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.

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 Attachments

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)

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