Chapter 16 Printing
Big Business has many options for Printing. This chapter will provide a quick overview so you can choose next steps such as:
• using Print Options to choose forms and destinations
• setting up PDF printing, emailing, and archiving
• creating your own custom Forms
Support for Big Business includes Setup. Emailing to support@bigbusiness.com is a quick way to find out if what you want to do can be done. The answer is usually, Yes.
Keep reading for an overview of Print Options, PDF Emailing, and so on. A small investment of time can pay huge dividends by optimizing your workflow with settings for preselected forms and destinations, automatic emailing and archiving, and more.
A/R Custom Fields
A/R Custom Fields lets you select 1, or 2, or 3 Customer Fields to insert in A/R Aging.
Click this checkbox in Reports Prefs. Then, run one of the 4 reports titled, A/R Aging. After Customer Search and As Of Date, choose a Field and OK or click Cancel to skip.
This will insert the fields you select into the Customer information displayed for each.
Chapter 622 Customer Type Labels
Customer Type Labels is a customization that adds three Labels to Customer Types.
The Labels are named Category, Subcategory, and Group, and are simple text entries. Invoices Export then includes Customer Type and these Labels for use in reporting.
Searches for Customers, Quotes, Orders, and Invoices are extended to include Labels.
A/P Custom Fields
A/P Custom Fields lets you select 1, or 2, or 3 Customer Fields to insert in A/P Aging.
Click this checkbox in Reports Prefs. Then, run one of the 4 reports titled, A/P Aging. After Vendor Search and As Of Date, choose a Field and OK or click Cancel to skip.
This will insert the fields you select into the Vendor information displayed for each.
A/R Cutoff Date
Cutoff is an optimization for remote reporting and dashboard display for power users.
You do not need this setting for fast reports. You need this setting with 30+ users and the data they generate being better when presorted. Do not use with reckless abandon.
Please contact support@bigbusiness.com if you need help with remote optimizations.