Snap Action

Big Business lets you create Actions to be performed when a change is recorded. A simple example might be having Big Business change the Ship Method on a customer's open orders when it is changed on their Customer card. To start, try using Notify options to create a Snap Action to test. Email support@bigbusiness.com for help.


  Escape Full-Screen

Big Business is not designed to run in Full-Screen mode on macOS. Most windows are forms which work better taller, but blow up when made too wide. If you accidentally click Full-Screen, you can hit the ESC Key to escape.

The annoying thing about Full-Screen is controls disappear. There is a moment of panic when there is nothing on your screen except form. No menus, Apple or otherwise. No Close Window button. But there is an escape, using the esc key in the upper left of your keyboard.


  Locked By

Locked By lets you click the Lock or In Use icon to find out why a record is locked.

You might know you can click the Lock icon to see who is using a record, like a Customer, that is normally unlocked.

Locked By adds an explation for transactions like Invoice, which can be locked by Payments, being in a Locked Period, and being from a Closed Order.

Locked By Order - this is the explanation for a locked invoice from a Closed Order. If you partially invoice and then cancel the remaining order by marking it Closed, this locks the invoice to ensure consistency. To unlock the invoice, mark the order as Unclosed.


  System Settings

System Settings let you change some of the default settings, for everyone, all at once. This is especially helpful if Big Business changes its default settings and you don't like the result. There will usually be a Classic option to continue in the old way.


  Unlock Unseated

Unlock Unseated lets you set special access on an Employee card to work with options that have been replaced. For example, older Accounts Receivable Aging reports, which are slow, are being replaced with A/R Agings which are fast. For simplicity old reports will be hidden, but if you prefer them for their layout or content, or to give you time to get coffee, simply Unlock Unseated to re-include them. (7992)


  Chapter 307 Unlock

Unlock options give an employee special access to locked or protected entries. As such, it is recommended you only assign it to a Super User that you can switch to when the need arises. If you use Unlock options with your regular Employee card you will not be able to see which entries should be locked and may make a costly mistake.

Please Unlock responsibly. (7293)


  Forms Variables

Big Business 13 updates the Forms tool and with it the Variables available for custom forms. This includes Report Variables like Date, Time, and Page Number. It also includes Big Business variables like Company Logo and Barcode.

If you don't see the Variable you need, email to support@bigbusiness.com and we will double-check if it can be added.


  Forms Fields

Big Business 13 updates the Forms tool and with it the Fields available for custom forms. These lists of available fields are also used for the Insert function on Replacement Tags and the Event choice for Snap Actions.

If you don't see the Field you need, email to support@bigbusiness.com and we will double-check if it can be added.


  Chapter 115 Forms II

This chapter continues documentation of the Custom Forms tool built into all versions of Big Business. Big Business 13 adds significant changes, such as automatic saving when you close the window. The goal is a seamless experience, and the new form tool works with existing forms but may change the way you work, such as using Zoom to enlarge contents.


  Update AppleScript

Big Business 13 updates Applescript to optimize for Apple's new chips. Big Business uses Applescript for emailing, exporting into Excel, and some utilities like screen capture, used for adding a screen shot to the Docs folder on any transaction.