Apple Mail
Apple Mail lets you drag single messages to BigBusiness and drop on the Docs folder. This attaches them to any entry in BigBusiness so you or others can open, read, reply.
On macOS this requires your permission for BigBusiness to control your Apple Mail. Please click Allow on the dialog pictured. This pops up the first time you drag email.
If you don't see the Docs folder on each window in BigBusiness check your MyPrefs.
Chapter 74 BigCommerce Guide
BigCommerce Guide helps you choose BigCommerce Connect options in BigBusiness.
BigBusiness can get new customers and orders from BigCommerce in batch or realtime. BigBusiness can also put new items, prices, and inventory updates into BigCommerce.
BigCommerce Connect lets you select just the options you want, or add any you need.
Balance Adjustment
Big Business does not allow you to post directly to Bank Accounts using the General Journal tool. In order to create a bank transaction which can be reconciled, you must use a Balance Adjustment in lieu of a General Journal entry between a Bank Account and a Category. Use a Transfer in lieu of a General Journal entry between two Bank Accounts.
To adjust a Bank Account balance:
1. Open the Bank Account Card
2. Go to the History tab
3. Click the plus button ("+") in the upper right hand corner of the Transaction list
4. Select Balance Adjustment if you want to post to a non-bank Card. Select Transfer... if you want to post to another Bank Card.
5. Enter a Reference, Date, Amount, and Account or Category as appropriate and save the Transaction.
6. Close the Bank Card.
NOTE: The Bank Card will not update until it has been closed. If you are making an entry for reconciliation purposes, it will not be available unless you close and reopen the Bank Card and the reconciliation in progress.
BOM Locked
BOM Locked prevents errors by locking the Bill of Materials tool for items on Orders.
Built Items can allocate the components listed in the Bill of Materials when on Orders. BigBusiness locks the BOM tool on items with a Qty Allocated
Unlock Bill of Materials
Unlock Bill of Materials lets you override locking of the BOM tool for any Employee.
BOM Locking protects allocations by not allowing changes to a BOM while allocated.
Move To
Move To lets you move Line Items on a Quote, Order, or Invoice using pop-up menu.
Right-click on a Line Number and from the pop-up menu choose Move To and Row #. This will move the selected item to the new row and renumber all rows in a new order.
Line Numbers are an optional feature enabled in System Prefs or My Prefs, Line Prefs.
Add Row
Add Row lets you insert a line item in a transaction when you are using Line Numbers.
On a Quote, Add Row helps you organize items and insert a new one in its best place. Add Row Above and Add Row Below help you add a new blank row where you need.