Second Company
BigBusiness makes it easy to run a second company by running a second installation.
Your Data File is all data for one company, including bookkeeping, attached files, etc..
To run a second company, get a second license for the software, and install both. You will receive a link for second installers--to run two Servers and two Clients seamlessly.
Chapter 345 Using Inactive
Click Inactive on a Customer or Item or other record to remove it from List and Search.
This chapter provides a quick overview of the feature to help you clean and de-clutter.
Add(+) the Inactive column to Searches, and search again, to show the inactive records.
Set Inactive Access on an Employee to allow to change Inactive on records or Searches.
Refer to other chapters for additional controls and details about Items, Accounts, etc..
No Expiry
No Expiry lets you mark Customers whose certification for exemption does not expire.
To manage tax status, you need to track which customers have expiring resale numbers. Expiry lets you enter a date, to include on Exempt Expiry report or Customers search.
No Expiry lets you mark Customers whose exempt status does not expire. This removes the Expiry date and they no longer appear on the Exempt Expiry report.
Edit Exempt
Edit Exempt is an Access Privilege in Employee card used when All Access is off.
Edit Exempt lets you change the Tax Exempt and No Expiry checkboxes on Customer. You can Add(+) these as columns on Customers Search to check or uncheck there, too.
Ask your system administrator if you need access to Edit Exempt or ask an account manager if you need customer Exempt settings changed to waive sales tax on invoices.
To enable Edit Exempt:
1. Go to Employee Card
2. Go to Access Tab
3. If All Access is off (unchecked), click once on Exempt on the same row to activate.
4. Click OK to save Employee Card
5. Have the employee Quit and log in again to test