Batch Printing
Batch Printing simplifies printing multiple forms or Custom Forms together into one PDF or Email Attachment or to Preview or a Printer.
This Solution provides an overview. (6584)
To use Batch Printing:
1. Use a Search, like Orders, to find the records you want to print.
2. Click Print to see Print Options.
3. Click to select a Form.
4. Use the pulldown in Destinations to choose a Printer, Save As PDF, Send Email To...
5. Click OK to Print.
Untax Shipping
Using TaxJar automatically computes Taxable Subtotal and submits Other Charges as Shipping, which TaxJar determines to be taxable or untaxable.
To allow concurrent use of TaxJar and classic tax calculations in Big Business, Other Charges marked Taxable are automatically recalculated before submission.
If you are using TaxJar exclusively, you can remove Taxable from all Other Charges and leave this to TaxJar to determine.
Selection Error
-9946 is a Database Error that occurs when clearing a selection that does not exist.
In the picture only one invoice is being printed--using a Custom Form which needs a selection to keep track of its progress. Since there only one invoice the selection is not created, and the error is generated when attempting to clear the selection unnecessarily.
This example has been fixed but should you encounter others, just click Continue to keep working. Send an email to support@bigbusiness, if possible, with the circumstances.
Chapter 141 Zip-Tax Connect
This chapter describes Zip-Tax Connect tools and features. (7236)
Zip-tax Connect offers a custom connection to get sales tax data from Zip-Tax. Setup is three steps: Registration, Settings, and Mappings.
Registration is the first step. This turns on Zip-Tax Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup.
Settings is the next step, entering the credentials Zip-Tax Connect needs. Open the Company card again and go to the Company Prefs tab and click the on the Zip-Tax Settings button. Enter the appropriate settings, choosing Automatic for mappings.
Mappings let you change what data gets sent, if needed. Go to the Zip-Tax tool on the System toolbar. Select a Mapping from the list and make needed changes. Then, click Save As... in the lower right and save your new Mapping ("MyOrderTaxes").
You can return to Settings in the Company Prefs tab of Company card to select your new Mappings. Then edit your Tax Status entries to Use Zip-Tax.
Zip-Tax Connect
Zip-tax Connect automatically connects Big Business to the sales tax system, Zip-Tax.
This Solution provides details. (7237)
Zip-Tax Connect is an Add-On for Big Business to automatically connect to the sales tax system Zip-Tax.
• Zip-Tax Lookup puts a button on the Expanded tab of Quote, Order, and Invoice
• Use Zip-Tax puts a checkbox on a Tax Status to automatically perform the lookup when you save Quote, Order, or Invoice
To set up:
1. Go to Company card, Upgrade, Zip-Tax and enter Registration. Email to support@bigbusiness.com if you'd like a Trial code for your Data File. The Trial Code for the Demo File is 38416. Click OK to save.
2. Re-open the Company card, Company Prefs tab, and click Zip-Tax Setup button. Enter your API Key received from Zip-Tax.com. Choose Automatic for Quote Taxes, Order Taxes, and Invoice Taxes. Click OK to save.
3. Go to Customer Prefs and turn on Load Addresses.
Restart Clients to load the new settings and on the Expanded tab of a Quote, Order, or Invoice click the Zip-Tax Lookup button when ready.
Zip-Tax Registration
This Solution describes Registering the Zip-Tax Connect Add-On. (7238)
To Register the Zip-Tax Add-On:
1. Go to the System toolbar, to the Company Card, and click the Upgrade button.
2. Click the Zip-Tax button and the Registration dialog, pictured, will open.
3. Enter your Registration code.
4. Click Continue.
5. Click OK on the Confirmation dialog.
6. Click OK to Save the Company Card.
7. Quit and restart Big Business Client.
Zip-Tax Setup
Zip-Tax Setup lets you enter your API Key, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.
This Solution provides details. (7239)
Zip-Tax Setup lets you enter your API Key, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.
Go to System toolbar, Company card, Company Prefs tab, and click the Zip-Tax button (pictured) and you find the following entries (and more).
Endpoint:
Automatically filled in with: "https://api.zip-tax.com/request/v40?"
API Key:
Go to your email for Your Zip-Tax.com API Key. Copy and Paste it here.
Test:
Click the "test" button and it will tell you to the Tax Rate for your Zip Code.
Demo File response is "Combined rate for SAN FRANCISCO is 8.5%".
Quote Taxes:
Set to "Automatic".
Order Taxes:
Set to "Automatic".
Invoice Taxes:
Set to "Automatic".
FedEx Error
Big Business includes shortcuts to Copy or look up Tracking for UPS and FedEx on the Shipping tab of Orders. FedEx moved this lookup, so we have updated accordingly. If you are using an old version and get their 404 page (pictured), this is the cause (they moved the page). Use the Copy option in Big Business and the link to their new page until you have a chance to install an Update to Big Business.