Set Protected
Set Protected updates color changes for locked Dates. Classically they are Red.
These Dates include Customer Since, Customer Custom, Quote, Order, Invoice, Payment, PO, Bill, Requisition, Item Adjustment, Item Transfer, Deposit, Reconciliation, Bank Adjustment, Pay, Bank Transfer, General Journal.
Foreign Currency Quote
Currencies lets you create Quotes that use foreign currencies with a few simple steps.
Start a Quote for a Customer that uses a foreign currency, and Big Business will switch to Expanded tab, assign their Currency, and turn on the Currency Display checkbox.
You may complete the quote using foreign currency amounts, or to use your currency, switch to the Quote tab, or the Profit tab, or toggle the Currency Display checkbox.
Expanded Order Fixes
Big Business 14.100 fixes display issues on Expanded Order that Warehouse fields may show without Warehouses enabled and that Tab Order is incorrect for Currencies.
Foreign Currency Invoice
Currencies lets you create Invoices that use foreign currencies with a few simple steps.
Start an Invoice for a Customer that uses a foreign currency, and Big Business will switch to Expanded tab, assign the Currency, and turn on Currency Display checkbox.
You may complete the invoice using foreign currency amounts, or to use your currency, switch to the Invoice tab, or Profit tab, or click Currency Display checkbox.
Foreign Currency Payment
Currencies lets you create Payments that use foreign currencies with a few options.
Start a Payment for a Customer using foreign currency, and Big Business sets the Currency and turns on Currency checkbox. To view your currency click the checkbox.
Complete the payment using foreign currency amounts, then enter Net Amount and/or change the Exchange Rate to automatically post any difference to Currency Gain/Loss.
Foreign Currency Payment Postings
Currencies lets you create Payments to automatically post to Accounts for Currency.
Clicking the Posting information button on the Payment to show details. Big Business posts the invoice in their currency to the customer's assigned A/R Currency account.
Big Business also posts the difference for the foreign currency amount to the A/R Currency Exchange assigned. These accounts combine to show your currency amount.
Live Archive
Live Archive lets you store unlimited data such as pictures, emails, or large documents.
Big Business lets you attach unlimited documents in the Docs folder for every entry. This is handy for keeping a PDF of a PO but also pictures or other large documents.
Optimally, these can be automatically archived to a second database for unlimited data. This lets Big Business optimize data for accounting results and offload referential data.
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Chapter 242 Live Archive
Live Archive is in development to provide options for storing very large attached files and very large numbers of attachments or secondary records in a second, live database.
In practice, Big Business does not require closing of periods, cleanup of data, archiving, or other attempts at optimization, in part because new computers are so fast and easy.
Adding Live Archiving will add many options for saving original files and compressed, keeping histories of documents added as Docs like PDFs, Emails, JSON, and so forth.
Matching Contacts
Matching Contacts is a new feature to help you control Update Duplicates on Import.
Choose a matching setting based on what information you have in the import and in your Contacts, and Big Business will match and update the right ones automatically.
For example, Contacts used as ShipTo's have an Shipping Address 1 entry at the least. Or, you might have Contact Codes or be using Ship ID 1 for your customers' id codes.
Matching Ship ID
Ship ID 1 can be used for a store code or location code to id your customers' ShipTo's.
Load Addresses, Ship To, puts them on the Shipping tab. Dialog Prefs, Live List puts them on a popup for Ship To, Other that you can Filter (type an entry above column).
They can then be used for customizing order automation. And they can be used to update Contacts from a spreadsheet if Ship ID 1 is the way to find the ones to change.
Matching Address
Matching Address lets you update Contacts used as Ship To's that do not have Codes.
If you have large customers with hundreds or thousands of ShipTo's, you might need to import a spreadsheet with changes. Matching Address helps change the right ones.
In an import of Contacts, you can choose Update Duplicates with Matching done by Shipping Address 1. This will find the contact using street address and make changes.
Chapter 106 Contact Admin
Contact Admin covers several options to help your company use Contacts effectively.
If you have large customers with hundreds or thousands of ShipTo's that is easy to do.
If you have customers with several people who place orders, that easy to manage, too.
Contacts can be imported, updated, looked up easily and added on the fly to handle shipping addresses, contact information, and specialty settings like sales taxes, to start.
Numbers for Mac
Numbers is Apple's spreadsheet application for macOS computers that is preinstalled.
Use Numbers to edit Export or Import files for Big Business to get more done, faster. Exports from Big Business are saved as Tab-text files that can be dragged to Numbers.
From Numbers' File menu, you can Export To, CSV or TSV to import to Big Business. You do not need table names or advanced options; just click Save and a choose a place.
Chapter 120 Mac Server Setup
Mac Server is the Big Business Server software that runs on a Mac to connect people, running Big Business Client on their macOS or Windows computers, to your Data File.
Mac Server Admin provides an overview of administration tasks and concepts to help. Setup and operation is intuitive and any needs are covered by unlimited setup support.
This chapter lists the basics to keeping Big Business Server working perfectly for many, many years as you grow from a few to many, many people needing to connect.
Server App
Big Business Server for Mac is an application you run on a dedicated macOS computer for large installations or a shared computer if you have just a few Big Business Clients.
Mac Server works like any Mac app but has only an Administration Window showing connected Users and some options for automating Backup or performing Maintenance.
Despite being on a Mac, Big Business Server can connect Big Business Clients running on Windows, or macOS, and connecting Windows shipping systems, online stores, etc.
Mac Server Requirements
Big Business Server for Mac needs a good, fast machine, especially with many Clients.
New Apple Chips, like the M1 have many cores, for many Clients, but need Memory. Go to Apple menu, About This Mac, to get specifics for your prospective computer.
Email questions to support@bigbusiness.com to ask about putting Client and Server on the same computer, updating Systems, using new computers, and setup questions.
Mac Server Install
Mac Server is easily to install. Download Mac Server from bigbusiness.com/download/
and open the disk image, pictured, and drag the Big Business Server to Applications.
Hold the Option key while starting Big Business Server to select a different Data File, start a new Data File, Restore a backup file, or use Maintenance features to optimize.
Drag Extras or ReadMe from the disk image to your Desktop or Documents as needed.
Comments Dialog
Comments Dialogs are now rounded corner windows instead of flat immovable dialogs.
BigBusiness 14.105 changes the window type used for dialogs when Auto-Zoom is on. Dialogs include Printed Comments, Line Item Comments, Bill of Materials, and more.
Contact Store
Contact Store is updated on Contact card to help you record the Store they come from.
Stores is an add-on to help you track multiple channels for sales, each with an identity. Store One might be your primary, while Store Two has a different address for printing.
Store Categories automate accounting, Cash Drawers tally deposits, and many Connect options like Ecwid, HubSpot, Shopify, or WooCommerce let you assign to keep track.
Contacts Export
Contacts Export is updated to include fields you might need if using Import Contacts.
Added fields include Inactive, Store, Ship Attention, Ship Address 3/Department, Ship ID 1, Ship ID 2, Ship ID 3, and Comment. In Contacts Search, click Export, then All.
In Excel, go File, Open to open the export file and click Finish on Text Import Wizard. After making changes, Save As, Text (Tab delimited), and close the file before Import.
Update Contacts Import
Update Contacts is a new import for making bulk changes to your existing Contacts.
Use Matching to choose the field to find existing Contacts, like Email, and map fields you want to change, like Ship ID 1. You might also create a Tag that helps you track.
In the picture, Contacts were exported, ShipID1 was added in Excel, and the file saved. Then, in System toolbar, Import, the file was chosen to Import Into, Update Contacts.
Importing Mapping
Import Mapping helps you import data and create Custom Imports, all on one screen.
Map Customers shows data on left being mapped to the Customer Fields on the right. Contact Code is highlighted and could be mapped to Customer Code by clicking Insert.
Once the fields you want are inserted, set any Tag you want assigned and click Import. This will create new Customers from this contacts data and add the Tag to help search.
Tool Tips
Tool Tips help you get the most from BigBusiness by showing text or a link for a tool.
If you hover over any Toolbar button in BigBusiness this will show a text description. If you turn off Tool Tips by setting My Prefs, Tool Tips, Don't Show, they will not.
Also, if you hover over an Info (i) button in BigBusiness it will turn blue and you can click. If you turned off Tool Tips, Info buttons will be hidden on data-entry screens.