PO Prefix
PO Prefix helps identify the customer for an imported PO by matching coded prefixes.
In Folder Settings enter a number, like 5, of characters for the prefix to use for matches.
Order Auto-Imported
Auto-Imported is added to Reponse to identify Orders imported with Folder Connect.
Folder Connect lets you import Orders from an online folder and send back Invoices. Auto-Import is added in the Response field to clarify an Order is from Folder Connect.
Invoice Auto-Imported
Auto-Imported is added to Reponse to label Invoices for Orders from Folder Connect.
Folder Connect lets you import Orders from an online folder and send back Invoices. Auto-Import is added in the Response field to show when an Invoice can be sent back.
Sent OK
Sent OK lets you know an Invoice was sent successfully using Folder Connect service.
Add the Response column to the Invoices List and you can see automatic task results.
Set Ready
Set Ready shows as an action in the Response to help you track the status of Invoices. Response entries are listed in reverse order with latest entry on the left of a Response.
Depending on your Access you might select Mark Ready or click the Ready checkbox. Ready tells BigBusiness to send the invoice using its Export Invoices settings assigned.
Once the invoice is marked as Ready, it will automatically processed and reset to Sent. An invoice marked as Sent cannot be Set Ready and will have Response of Not Ready.
Live Items
Live Items keeps your items updated for many users needing up-to-the-minute details.
Rithum Orders
Rithum Orders helps you map purchase orders from Rithum to Orders in BigBusiness.
Rithum Invoices
Rithum Invoices helps you map Invoices from BigBusiness to send via Rithum SFTP.
Conversions Completed
BigBusiness 15 completes more conversions of custom code and UI to modern objects.
Invoices Export
Invoices Export is updated to include Customer Code when exporting for Tax upload.
Tax Button
Tax Button helps you create customers in AvaTax Exemption Certificate Management.
On a new Customer click the Tax button after filling in Company Name, Code, Email and Shipping Address. This will immediately create a new customer in AvaTax ECM.
Tax Names
Tax Names shows you the name of the Sales Tax for the current Quote, Order, Invoice.
Tax Names is enabled by choosing Use Sales Tax Names in the Customer Prefs screen. This changes the label for sales tax from the word Tax to the name of the selected tax.
Tax Messages
Tax Messages are returned by the Tax Button, when clicked, from the original source.
Pictured, a message from AvaTax, adding a Customer, requires a postalCode, aka Zip. BigBusiness connects you directly to the source and sends you the message, unfiltered.
Contact support@business.com if you get stuck interpretting a random Tax Message. Links on the dialogs take to you to the online Solution for the message which can help.
AvaTax Non-Nexus
AvaTax Connect can use the Non-Nexus Tax Status you choose on the Company card.
AvaTax Connect automatically switches the Tax Status on sales to align the accounting and reporting. Setting a Tax Status to use for non-taxed states completes the reporting.
AvaTax Checklist
AvaTax checklist is an itemized setup list to ensure all transactions are properly taxed.
You will receive a list of steps for creating Sales Tax Payable Accounts and Tax Status entries BigBusiness will choose automatically to align accounting and reporting results.
Tax Mix
Tax Mix lets you run a mixture of sales tax solutions such as using built-in calculations for local and a service for other states where you have economic nexus by volume.
This needs to be coordinated with customized setup for your company and sales taxes. You will receive setup intructions to automate Tax Status settings and service lookups.
AvaTax Flex
AvaTax Services in BigBusiness let you flex your insight and analysis in full reponses.
BigBusiness uses Avalara APIs to get customer info and post transactions to get taxes. Responses from these are saved and displayed in their original format which is JSON.
This provides ultimate flexibility in changing Settings, Mappings, and more, and also keeping responses for later Reporting or additional custom functions using this data.
Customer Country
Country is required in AvaTax Customers and set to "US" if not provided in Shipping.
Country is not required for AvaTax Transactions so there is no need US.
AvaTax Confirmation
AvaTax Confirmation lets you know a Customer was successfully created in AvaTax.
After you enter a new customer's Company Name, Email, and Shipping Address, you can click the Tax button to create them in AvaTax Exemption Certificate Management.
AvaTax ID
AvaTax ID helps you confirm customers' AvaTax Exemption Certificate Management.
If you create a new Customer, BigBusiness will automatically add it to AvaTax ECM. If you edit an existing Customer, BigBusiness will confirm it is in ECM and get the ID.
On Customers Search you can Add(+) a column and select AvaTax ID to view these. Using Find you can also search for whether a Customer has their AvaTax ID assigned.
Company ID
Company ID lets you indentify your division when looking up Customers in AvaTax.
BigBusiness assumes your company has one Company ID for your AvaTax account.
Show AvaTax
Show AvaTax displays customers in your Avalara Exemption Certificate Management.
If you are using ECM to let customers upload certs and provide proof of exemptions, it may be handy to check from a Customer what contact information AvaTax is using.
Go to the Customer card, click on the Show menu, and choose AvaTax to display this.