Lock Invoices
Lock Invoices lets you exceed your regular system protection settings for just invoices. Enter a Lock Invoices Date and any invoices dated on or before the date will be locked.
If you click the Lock on an Invoice for Locked By information, the result can link here. This indicates that Lock Invoices is enabled and is locking the invoice you are viewing.
This setting was added to lock invoices when filing sales taxes to prevent any changes. Please confer with your system administrator or bookkeeper before changing the past.
To Lock Invoices:
1. Go to the System toolbar to System Prefs.
You must be the only user on the system to access this tool.
2. Enter a date for Lock Invoices Date.
3. Click OK to save the System Prefs.
Credit Cards
Credit Cards are handled in two ways in Big Business: safe storing and fast processing.
Safe storing of credit cards is built-in to each Big Business and just needs to be enabled. This is done by turning on Secure Passwords, then Secure Credit Cards, and restarting.
Fast processing of credit cards uses the Authorize.Net Connect Add-On plus service. You need an account with Authorize.Net, a Visa Solution, and any Merchant Account. If you have a swiper for walk-in customers, you already have your Merchant Account.
Of course many options are available for a custom connection to your service provider, many imports support online payments, and the bottom line is always cost efficiency. This Solution will list changes, such as to the Credit Card widget and dialogs to update.
Big Business 13.70 and Big Business 14.27 update Credit Card widget appearance, again.
Big Business 13.35 updated the Credit Card widget to Apple Optimize.
Protected Period
Protected Periods protect existing, dated transactions, not allowing them to be changed.
Protected Periods still allow the addition of new transactions with a date in the period.
Your bookkeeper or system administrator might choose to Protect last month so there are no accidental changes to exiting tansactions, but that new entries can still be added.
This might be necessary if there are Vendor Bills that have not been entered and should be dated correctly for accrual and aging purposes. Please check before making changes.