1 - 1638 of 1638    



Built LC sets Landed Cost (LC) for Built items using the total of the Landed Costs of their components. Otherwise, Landed Percentage is used to update the Landed Cost.

To use this setting, ensure components have Landed Costs and restart the Server to load new settings. You can then use Update Cost to update landed costs.


Profit LC displays a new Tab with Profit based upon Landed Cost (LC). This works like the Profit tab, that you can change the Profit or Percentage (Profit %) on an item and it will change the Price for you.

This change is initially on the Sales Order only. It includes changes for Export and Custom Forms, but does not change any Reports or other transactions yet.


Auto-Import and other operations that run on Server can encounter a timing error, "Error when executing the method Proc1301. Array range check error."

It is safe to continue (re-loads redundant information). The problem only occurs during delays, so very rarely.

Big Business 13.25 fixes this problem.


Order Costs lets you set the Cost used for order line items for reference. On invoicing, this is replaced with the Avg Cost of on hand inventory. Seeing another cost like Vendor Cost or Landed Cost may help when entering orders to set the best pricing.

Before changing this setting from the default, Avg Cost, consider any effects for commission or profit reporting, since the invoice will continu


Open Notify is a new toolset which requires registering. It may be free with your Edition, but we need to know you are turning it on so we can provice appropriate support and ensure there are not conflicts with your other add-ons or customizations.

Contact support@bigbusiness.com for a code. You will receive an email with a Registration code and setup instructions. Note that you need to rest


Add New lets you create a new entry from a Search List.

This Solution describes this option. (7276)


Open is a new status set by the system to enable Open Notify to automate messaging. When sending updates about changes to Orders, Open includes any orders that are Placed, Partial, or Filled, and automatically excludes orders that are On Hold or Closed. By closing orders, in batches or automatically, you can focus on just the Open ones.


Locking is a hugely important feature. As you might know from cloud file sharing, the option to save changes to multiple copies of the "same" document is a disaster, often forcing someone to choose the "real" one to keep and losing data from the others.,

Big Business locks records whenever there might be a conflict:
• someone else is changing the record? it is locked so you cannot make change


Windows 11 removes a shortcut to Task Manager, right-clicking on Taskbar.

If your Server was restarted while your Microsoft Windows computer was Sleeping, it will spend a minute trying to reconnect.

Instead, bring up Task Manger by typing Ctrl-Shift-Esc or by right-clicking on the Windows Start Button. It is always safe to End Task on Big Business Client.


Cannot Close Orders is a new setting in Employee Access that lets you Block employees from closing sales orders.

Big Business 13 adds Restricted Access settings to the Employees Search and the Update tool for changing many employees at once. The choices are Block and Allow.


System Settings let you change default settings for everyone. This is especially helpful if Big Business changes its default settings and you don't like the result. There will be a Classic option to continue in the old way.


Locked By lets you click on the locked icon (padlock) to find out who or what is locking the record you are looking at.


Smart Toolbar lets Big Business automatically set your Toolbar based on your operating system.

For example the Full Window toolbar is best on Windows 11 so you can easily find Quit or just close the toolbar window to quit. The Classic toolbar is more compact, and you can type Ctrl-Q to Quit, but it is also missing Windows 11 rounded corners.

There are many ways to override, turning Off the Smar


Big Business is not designed to run in Full-Screen mode on macOS. Most windows are forms which work better taller, but blow up when made too wide. If you accidentally click Full-Screen, you can hit the ESC Key to escape.


Big Business lets you create Actions to be performed when a change is recorded. A simple example might be having Big Business change the Ship Method on a customer's open orders when it is changed on their Customer card. To start, try using Notify options to create a Snap Action to test. Email support@bigbusiness.com for help.


Open Notify is an automated messaging system. Start with a simple change, like Change of Address (COA) on a Customer card. Depending on setup, this might notify Open Orders to use the new address. And it might just notify the Salesperson to follow up.


The Database is damaged, it will be opened in maintenance mode. This message can appear on Windows 11 running older versions of Big Business. Update to Big Business 13.23 or higher.


Unimplemented control instruction is an error that can appear on Windows 11 when running too old of a Client. Big Business Client 13.23 or higher should be used.


This chapter describes new, advanced features for connecting to Ecwid from Big Business.

One such feature is having Big Business connect to more than one Ecwid store. For this, Ecwid Connect settings now include a Listing name to keep them straight.


Big Business 13 is supported on Windows 11, available October 5, 2021.

Big Business 13.23 adds changes for new window geometry. (7262)


Big Business 13 is supported on macOS Monterey, expected October 25, 2021. (7261)


Middleware Clear updates Shipping Connect to be compatible with macOS Monterey.


Big Business gives you several settings for how big you want windows to appear. These settings work independently to make windows proportionally larger or just taller. This gives you options for better legibility on smaller screens, more rows for larger transactions, and more.


Close your laptop or put your computer to Sleep the instant you are done working. Big Business will handle any pending updates automatically.


This chapter describes new, advanced features for connecting to Shopify from Big Business.

One such feature is having Big Business connect to more than one Shopify store. For this, Shopify Connect settings now include a Listing name to keep them straight.


Unlock Notes is a change to allow Notes to be added to locked entries like paid invoices.

With Docs Prefs* set to Documents and Notes you can add attachments, notes, and alerts for any transaction.

Now you can add a Note to a locked transaction.


Items have been updated so they can resize when Auto-Zoom is on.

Auto-Zoom in My Prefs makes windows bigger and resizable.

Now Item card is resizable so layouts like Qty Pricing grow.


Dialogs have been updated so they can resize when Auto-Zoom is on.

Auto-Zoom in My Prefs makes windows bigger and resizable.

Now Dialog windows are resizable, like the Postings window pictured which is now bigger than its invoice.


New Contents is a new button on the Help page, bigbusiness.com/help (linked below).

It lists new Chapters by finding their title pages. From there, you can click the Chapter button (grey) to see chapter contents, or click the Next button (green) to go the next page.

This Solution provides is a quick list of reasons new Chapters are being added. (7252)


This chapter describes new, advanced features for connecting to WooCommerce from Big Business.

One such feature is having Big Business connect to more than one WooCommerce enabled site. For this, WooCommerce Connect settings now include a Listing name to keep them straight.


Address Date helps you track updates to contact information by recording the date when address information was changed. You can Add(+) the Address Date column in Customers and it is updated whenever Billing or Shipping Name and Address, Phone or Email are changed.


Open Event features let you access data events to generate automated responses. An example is Tracking on an order that can be set with Web Notify to trigger a notification. These features can be leveraged to make changes, send messages, and so on, the instant a data event, like a change to Tracking, occurs.


Unlock Alerts is a change to allow Alerts to be added to locked entries like paid invoices.

With Docs Prefs set to Documents and Notes you can add attachments, notes, and alerts for any transaction.

Now you can add an Alert to a locked transaction and the Alert will display when the transaction is viewed.


Get Rates is a checkbox on a Sales Tax that triggers a lookup of the current rates for the Selected State. This might use a Taxes service like TaxJar, a Rates service like Zip-Tax, or a State service like California's.

Check the box if you want Big Business to always choose this entry for Shipping State and to look up current rates using Shipping Address.


Open Options are a group of features for handing data and services outside Big Business. Some are turnkey Options that are ready to use with an Edition like Professional or Enterprise. Others are starting points for customization or tools that may meet a future need.

Open is a new name for the group of tools that reach out to get answers, like a tax rate or a credit card authorization, or push


Open PostgreSQL lets you customize data-sharing using PostgreSQL: The World's Most Advanced Open Source Relational Database.

Open Database is a toolset for pushing data to its destination using database, like PosgreSQL, where you can script, trigger, or event for real time updates.


Open SQLite lets you customize data-sharing using SQLite, used in countless setups requiring small and fast, like your iphone or android.

Open Database is a toolset for pushing data to its destination using database, like SQLite, where you can script, trigger, or event for real time updates.


Open Database is a toolset that lets you push live data to your solutions, services, or systems that support popular database formats--table, relational, sql, and nosql.


New Comments fixes a display problem on the Mac.


Big Business includes shortcuts to Copy or look up Tracking for UPS and FedEx on the Shipping tab of Orders. FedEx moved this lookup, so we have updated accordingly. If you are using an old version and get their 404 page (pictured), this is the cause (they moved the page). Use the Copy option in Big Business and the link to their new page until you have a chance to install an Update to Big Busi


This Solution describes Registering the Zip-Tax Connect Add-On. (7238)


Zip-tax Connect automatically connects Big Business to the sales tax system, Zip-Tax.

This Solution provides details. (7237)


This chapter describes Zip-Tax Connect tools and features. (7236)


-9946 is a Database Error that occurs when clearing a selection that does not exist.

In the picture only one invoice is being printed--using a Custom Form which needs a selection to keep track of its progress. Since there only one invoice the selection is not created, and the error is generated when attempting to clear the selection unnecessarily.

This example has been fixed but should you enc


Solutions is our online database that lists most options for Big Business.

When you see a list (pictured) there are several buttons you can use to navigate:
• Thumbnail (white) is a button with a graphic that you can click to show detail
• Title (blue) is a button that you can click to show detail
• Next (green) is a button that you can click to go to the next detail entry
• Chapter (grey) is


My Notes is the new name of the Notes search on the Contacts toolbar. As always, My Notes finds Notes that were sent to you, including:
• Notes from other users in Big Business
• Notes you sent to yourself
• Notes from Big Business


Sent is a checkbox that appears on a Note to show that it has been sent by email.


Ready is a checkbox that appears on a Note to show that it is ready to send by email.


Big Business 13 adds the Control toolbar for tools to control data and services options. For example, a user might add their email accounts to automatically send emails. Since each user sees only their accounts, there is the need for a tool to control all accounts.


Big Business 13 adds the Connect Toolbar to make room for the many mapping tools used to connect to services like Shopify, TaxJar, and so on.


Enable Auto-Send turns on the Auto-Send feature for email. Go to the Company card to Advanced, click the checkbox for Enable Auto-Send, and click OK to save the Company card. Then Send From accounts that are set to Auto-Send will send automatically.


Pictured is an evaluation copy of Windows 10 for ARM running on Apple Silicon.

Big Business 13 Server for Windows and Client for Windows seem to work fine in this setup. Print drivers and such can be problematic but performance is impressive.


Send From lets you set an email account to use for sending email from Big Business. My Prefs, found near the end of the Contacts toolbar, includes Send From, allowing you to enter your email account credentials for sending messages to yourself or others.


Big Sur, macOS 11, changes menu heights. In the picture the new window has opened under the toolbar after a system update (changed the internal version of macOS). Big Business 13.18 re-updates the window alignment to correct this.

You only need to update Big Business Server to get the latest changes. You can check in the Big Business Client menu, About Big Business to see what Version you are


macOS Monterey is expected in late 2021. Big Business 13 is supported on macOS Monterey Beta which was made public in July 2021. (7223)


Yahoo! is a longtime provider of freemium email. We've had thousands of freemium users of Big Business sign up with their Yahoo! address. If you want to send from your Yahoo! account when you are emailing from Big Business, here's how.

Just Add Yahoo! to your Send From list using an App Password you create at Yahoo.com. This Solution provides step-by-step instructions. (7220)


Outlook.com provides multiple options for sending email. One is to use your Outlook.com account with an email client, like Microsoft Outlook, and let Big Business send using your email client.

This solution describes sending from Outlook.com directly from Big Business.
Sending with Outlook.com you can use your regular Password, or with Two-step Verification use an App Password. (7219)


iCloud provides multiple options for sending email. One is to use your iCloud account with an email client, like Apple Mail, and let Big Business send using your email client.

This solution describes sending from your iCloud account directly from Big Business using an App Password, which bypasses your email client. (7218)


Gmail provides multiple options for sending. One is to use your Gmail account with your email client and allow Big Business to send using your email client. This solution describes sending from your Gmail account directly from Big Business using an App Password, which works with 2-Steup Verification. (7217)


Aol. is a longtime provider of freemium email. We've had thousands of freemium users of Big Business sign up with their AOL address. If you want to send from your Aol. account when you are emailing from Big Business, here's how.

Just Add Aol. to your Send From list using an App Password you create at Aol.com.
This Solution provides step-by-step instructions. (7216)


Simple Send is a feature to send email directly from Big Business. One use would be to send notifications like those you receive from unattended mailboxes alerting you to shipments and so on. Another use might be to send from a shared or sporadically used computer where you haven't set up your preferred email client. (7215)


Big Business is getting numerous internal changes to be optimized for new ARM processors for Mac and Windows.


Big Business has hundreds of buttons that enable and disable themselves automatically. All have been updated for ARM.

This is only noteworthy for the small chance that the new behaviour is in any way noticably different than the old. If anything it should be more responsive.



The Windows Icon no longer displays correctly and is being removed or replaced.


Big Business 13 fixes a problem typing Return in Comments, which sometimes closes the window.


The Tax Checkbox on Quote was not updating consitently. This was a regression bug fixed in 13.17.


Using TaxJar automatically computes Taxable Subtotal and submits Other Charges as Shipping, which TaxJar determines to be taxable or untaxable.

To allow concurrent use of TaxJar and classic tax calculations in Big Business, Other Charges marked Taxable are automatically recalculated before submission.

If you are using TaxJar exclusively, you can remove Taxable from all Other Charges and leave th


Big Business Enterprise supports the option to put the Server in the cloud.

This chapter describes setup and optimizations.


Mark is a new tool that adds power and convenience for updating records:

• update locked records, such as paid invoices
• select records to update with ctrl-click, command-click, shift-click, or select-all using ctrl-a or command-a
• click Mark button to show the menu of choices, like Sent, Closed, etc.


Big Business 13 adds a setting for BigCommerce to ignore Orders but continue to automatically process inventory updates.


Orders can be un-closed using Mark Unclosed. If an order was is Closed, it will return to being Placed, Partial, or Filled. Open Qtys will be restored and Allocations set.

First you must give an employee access to the Unmark options, which include:
• Unclosed for Orders
• Unsent for Invoices
• Order Type for Orders and Invoices

(7201)


Closed finalizes an order, cancelling any open items, and locking it to prevent changes.

Big Business 13 adds a new Closed option in the Mark menu on Orders. This lets you change a batch of orders at once. Shift-click to select a range and click Mark, Closed.


Big Business includes advanced features for emailing, such as:
• emailing with a service, like Gmail


Big Business has QuickSupport built-in. QuickSupport enables remote support. Just turn it On and provide us the ID and we can connect to help with any problems.

On the Mac, go to the Big Business menu, choose About Big Business, and click QuickSupport.

On Windows, go to the Help menu, choose About Big Business, and click QuickSupport.

(7198)


iPad Setup lets you connect your iOS device with BizApp, customized for your use.


Big Business includes a PDF Emailer for Windows for automatically creating and emailing PDFs.

This Solution provides details about the PDF Printer it creates. (7196)


PDFSend Error 5 may occur when you have installed PDF Emailer but not yet restarted the computer.

This problem is fixed in PDF Emailer 13 which is available for immediate use.


Big Business 13 uses a new Database that optimizes screen updates. In the picture the Payment was not revised to redraw Line Items correctly, so only the edited line appears and the rest disappear. This is fixed in Big Business 13.15. (7194)


Big Business 13 adds new Apple Files options for Drag and Drop.


Big Business 13 adds new Closed options for Orders. In addition to the Closed checkbox on the Order window, there is now a Mark Closed option on Orders Search.

Closed Orders:
• are locked so they cannot be changed
• cancel any Qty Open and update Allocations
• lock Invoices [new]
• can be Unclosed [new]


Big Business 13 extends API options. Big Business 13.21 includes a major update to connectivity. This will enable new connections, especially to services that offer an open API for connecting, testing, and support.



Sales Taxes Inactive is added as a customization to support a hybrid approach to Sales Taxes--using built-in Tax Status calculations alongside TaxJar or other automated lookup by address. Inactive blocks Tax Status entries that are replaced.


Sales Taxes Search is a new tool on the Reporting toolbar. Use it to Find and Update your Tax Statuses. For example, find the entries for a state and mark them Inactive when they are being replaced by address lookup.


Big Business provides an array of sales tax features and options including:
• Customer Tax Status - to automatically calculate, or exempt, each customer
• Contact Tax Status - to automatically calculate, or exempt, each Ship-To for customers with multiple locations
• TaxJar Lookup - to automatically look up each shipping address with TaxJar
• Custom Lookup - to automatically look up each shipp


Here's a quick video, installing Big Business Client 13 on new iMac.

(7186)



Big Business can report Deprecated Calls for the Shopify API you are currently using. Just click the Report button in Shopify Setup and the Paste the result into an email and we can help you update to a more current API version, if needed.


Print Options in Big Business include a feature to Save As PDF.

If you Cancel in the save dialog, where you name the PDF, Big Business will send the print job to your default printer.

Because no PDF is created, the option for Sent PDF, which puts copy of the PDF in the Docs folder, is not triggered.


Big Business includes 90 days of Buyer Protection, making a new major version a free Upgrade for new purchases or a trade-up for Upgrades within the last 90 days.


Big Business has options for using Barcodes, including:
• Alternate Item Codes for matching preprinted Barcodes like UPC's
• printing Barcodes on built-in forms
• printing Barcodes on Custom Forms

(7178`)


Bank Accounts are Accounts with special status and features including:
• they are protected
• they work with Banking tools
• they do not work with Accounting tools

(7177)


Big Business 12.32 updates Ecwid Fields. Ecwid Connect is an add-on for Big Business that lets it get Customers and Orders automatically or on demand from Ecwid Ecommerce.

Automatic settings are updated. If you have custom Mappings saved, you will need to update them. This Solution provides details. (7176)


Big Business includes Contacts which are linked to Customers or Vendors to handle a few basic functions:
• you can list Ship-To Addresses for a customer for easy selection
• you can list Email Addresses for a customer for easy sending of PDF's

Contact Roles are checkboxes that let you set a Contact as:
• Refundee - to set a Mailing Address for Refund Checks
• Email Statements - to set an Emai


An update to Chromium based browsers including Google Chrome and Microsoft Edge disabled some of the web-proxy functions of our online Solutions database. Links and Searches would return a Gateway error in the latest browsers.

This prompted a reorganization of content to minimize paging and simplify searches.


To make Big Business easier, we are adding more Chapters to our Solutions database.

(7173)


Link-Only lets you connect your Items in Big Business to the matching products in your web store. Big Business does this by looking up the Item Code in the Product SKU, for example, and capturing the Product ID. Big Business can then update your online inventory in real time.

This Solution describes this entry. (7171)


Update Availablity lets you update your online inventory in real time. If you have 10 Widgets and sell 2 in your online store, it now thinks you have 8. If you then take a phone order for 5, you need to update the store so it knows there are only 3 left. Big Business can do this for you automatically. (7170)


Connect tools and features change quickly. There are many tools in Big Business to connect to external systems and exchange data. These need to be updated for security or other requirements that change.

This Solution lists important changes including those to:
• Web Notify - for sending order tracking and shipping status
• Update Availablity - for setting inventory levels in your online sto


Click Upload on the Items Search to update Products in your online store.

This tool is restricted by Employee. Once you have Connect enabled for your web store, you must set Allow for each employee.

This Solution provides details. (7168)


BigCommerce Connect II extends the connection from Big Business to your BigCommerce store to update Products and Customers, set customer-specific pricing, and more. Fully automatic and fully customizable, it enables powerful functions for wholesale B2B (business-to-business) or retail B2C ecommerce.

This Solution provides details. (7167)


Big Business includes options for Units of Measure, including:
• Abbreviations for units of measure
• Counts for each item's units of measure
• automatic conversion of Price and Quantity

(7152)


When you launch Big Business Client it displays any locally available Big Business Server on the Available tab. To connect to a remote Server enter a Name and IP Address on the Custom tab.

This Solution provides instructions for connecting to Big Business Server from a remote Client. (5528)


Big Business Professional supports Remote Client. Instead of screen sharing or using remote desktop, you can run Client remotely. This requires reliable network access.

Big Business has built-in features for full encryption and file sharing. Just connect Client directly and security and document sharing are included without needing VPN.

This Solution provides setup information. (7164)


The Calculation of Other Charges on a Big Business Quote, Sales Order or Invoice can be used in a variety of ways including:

-Automatically entering a “Fixed Amount” to be included in the Total, but excluded from the Subtotal and Tax (e.g. flat handling charge)
-Calculating a “Percentage of Subtotal” (e.g. Discount, Surcharge, Freight by value)
-Calculating a “Percentage of Taxable“ (e.g. a seco


Big Business 9 automatically updates the Cost for Built Items.

Big Business 9.9 adds the option to Set Built Weight at the same time.

This Solution describes these features. (6497)


Volusion Connect is Retired. (7161)


Big Business includes a few features to make your windows larger so they are easier to work with:
• Auto-Zoom scales windows so the content is bigger and easier to read
• Window Height opens windows taller so you can see more line items

Your settings follow you to any computer you use, so please choose options that work for you everywhere.


Big Business includes an XML Parser which validates and will throw an error like:
-9935 The XML is not valid or is not well-formed

Fix XML is an option to correct incoming XML with syntax errors like failing to encode Ampersand.

(7159)


Big Business 12.25 added new Order Tracking and Shipping Status. These can cause an error in MySQL, used for Shipping Connect, when it attempts to create Keys. Big Business 12.29 fixes this problem.

(7158)


Big Business can send you a Note with system alerts from automatic operations like Folder Connect. Just fill in Send Notifications To in the settings for any connection.

In the picture, Folder Connect is importing files from an online folder and getting alerts for Check Customer PO (6306) and Reported (6524), every two minutes.

This Solution provides tips for handling these.


Customer UoM Count is an option for Part Numbers that helps you manange part numbers for specific customers to include purchase quantities.

This option is designed to work with Units of Measure.


Customer Price is an option for Part Numbers that helps you manange part numbers for specific customers to automate pricing and preset purchase quantities.


Big Business includes Fields on Imports for Units of Measure:
• UoM Abbrev. - abbreviation for unit of measure
• UoM Count - count for unit of measure
• UoM Qty - quantity for unit of measure
• UoM Price - price for unit of measure

This Solution describes using Units on Imports. (7154)


Big Business includes options for Units of Measure, including:
• Abbreviations for units of measure
• Counts for each item's units of measure
• automatic conversion of Price and Quantity

(7152)


Folder Connect lets you set an online folder to check for import files for automatic processing.

To avoid problems you can choose a File Kind like ".txt" for text files to skip non-matching files that could cause problems.

To further validate matching files, you can enter a test in Validation, like "OrderNumber=@" to only process files contain an OrderNumber entry.
(7151)


Big Business provides a number of ways to report inventory:
• Item Status - get current counts and values that represent all transactions
• Inventory Sales Analysis - get counts and values for past periods and transactions
• By Warehouse - get counts per warehouse
• Count Sheets - print a list for counting
• Export - export to a spreadsheet or other system for counting or coordinating


Web Notify List shows you the entries you have created for automatic notifications when you click the Web Notify button on the Company card, Company Prefs tab.


Big Business updates Margins for changes in Price and Cost or Landed Cost.

Margin is Price minus Cost, divided by Price. (7140)


Ship To has been made taller to fit System fonts.

(7147)


Click the Close Button to close any window. On the Mac it is in the upper left. In Windows it is in the upper right.

Click the Close Button on the Toolbar to Exit or Quit the program.

(7146)


Big Business Client is how your users access your data on your Big Business Server. It is an App that is built for instant access to your latest changes and lets you control what each person can see, change, or create.

To be safe Clients always use built-in encryption, the same security you use when shopping or banking online. Big Business is optimized for in-house use, where you keep your inve


When you download Big Business your browser may block the file. Choose the option to Keep Anyway.

If you need help contact support@bigbusiness.com or your system administrator. (7144)


When you download Big Business your browser may block the file. Choose the option to Keep the download.

If you need help contact support@bigbusiness.com or your system administrator. (7143)


Big Business has always taken a couple of extras steps to install. Way back, it took shuffling nine (9) floppies. Now is download-only and requires overcoming security defaults. This chapter provides details to help you Open or Keep Anyway.

If you need help contact support@bigbusiness.com or your system administrator. (7142)


Big Business 13 updates the Forms Tool. Now, when you are finished editing a form click the Close Button to close the window and say, Yes, to save changes.

This Solution provides details. (7141)


Big Business calculates Margins using Landed Cost when Margin Cost in the Item Prefs is set to Landed Cost. If Landed Cost and Landed Cost Percentage are not entered it uses Vendor Cost for the calculation.

Margin is Price minus Cost, divided by Price. (7140)


Landed Cost is an optional entry which can be used for Quotes and Margins for setting pricing. If you enter a cost in Landed Cost it will calculate a Landed Cost Percentage, which is used to adjust Landed Cost when Vendor Cost changes.

If you enter zero (0) for Landed Cost it will erase Landed Cost Percentage, too, effectively disabling this option. If you want Landed Cost to be zero (to be use


Mark Shipped lets you enter Tracking, which is normally entered by your connection to UPS or FedEx. It sets Shipping Status to "Shipped" and sets Tracking to the entry provided. This information is used for Notify features, which automatically send these entries to your customer. (7138)


Notify Reference enables automatic notifications.

For an online order, you might put the web order number into Customer PO# so you know how the order was placed. If you want the customer automatically notified, put the same web order number into Notify Ref#, so they will know what order shipped.

Notify Ref# is required so the customer receiving notifications can identify the source. If they re


MacOS Catalina requires permission for Screen Capture.

Without permission, the Docs Screen Capture feauture will return an error:
Error when executing the method "bDoc_New" at line number 6.
The pathname is invalid. File Not Found. Blah, blah, blah.

To fix, enable Screen Recording permission as detailed below. (6992)


Big Business has built-in strong security.

This chapter provides an overview so you can see the importance of Passwords and other Access Controls.

This Solution provides details. (7135)


Geekbench publishes results so you can see where your Mac stacks up, performance-wise. This may help if you comparing a choice like Intel i5, i7, and i9.

For entertainment, when we got a new Mac desktop with an Intel Xeon and a new Mac laptop with Apple's M1, we raced them by running Geekbench 4, which must run in Rosetta 2 on Apple Silicon. The laptop won, 5654 to 5395.

(7134)


Big Business includes Security Internals to automatically encrypt all connections. When Updates to the Built-In Database change the Security Internals, you can update Clients when you update Server and get better security.

The following Updates include a New Database, and you might update Clients, too
Big Business 13.06 updates Security Internals.

This Solution provides details. (6766)


Big Business includes built-in Database software, which means:
• no additional purchase
• no additional installation
• no additional setup or configuration
You simply install Big Business and start it.

For one user only, there is one piece of software. For multiple users, there are two pieces of software:
• Server goes on one computer and manages your Data File
• Client goes on all computer


Instant On allows Big Business Client to Sleep. Shut your laptop or leave your computer set to sleep and when it wakes on the same network, Big Business Client will resume working instantly.

This Solution will provide details. (7131)


Note Checking is being Retired. To continue to use this feature you would need to turn it on in Company, Prefs. Leave it Off for instant, Instant On, though.

The Solution describes this setting. (7130)


Tax Code is a new field on Item card, History tab, used to assign a Code for sales tax lookup. Different systems have different code formats so this is simply a text box.

This Solution provides details. (7129)


TaxJar maintains a list of product categories for items that are exempt or taxed a reduced rates in some jusrisdictions. With this option, you can assign a Code and have it automatically applied. For example, Food & Grocery has the code 40030 and may be exempt from State tax in some states.

This Solution provides details. (7128)


Order References are extra fields you can import with Orders, namely:
• Ref Order Number
• Ref Order Tax
• Ref Order Total
• Ref Item Tax
• Ref Item Tax Code

These entries are for reference and may or may not be used to replace calculated results. You might use Ref Order Number to have the order number from your web store to put on Notifications.
(7127)


Big Business uses the Response from TaxJar to record tax details and generate reporting with names of States, Counties, Cities, and Special Districts, along with Rates and Amounts.

This Solution provides details. (7126)


BizApp Connect is an Add-On for Big Business Enterprise to connect a custom app for iPad or iPhone. It uses the Web Server in Big Business Server, a custom data format, and FileMaker , which is Apple's database.


BizApp is for iPad and iPhone for reviewing Invoices, Customers, and Items from Big Business. To use, you need Big Business Open edition and the Web Server Add-On.

BizApp 13 is an update using latest versions of Apple's database for testing with Big Business 13 to run on Apple's newest operating system, Big Sur.

(7124)


Shipping Status is a new Field for showing if an Order has any shipments. If you have UPS, FedEx, or USPS posting shipments, and you have Order Tracking turned On, Big Business will automatically set Shipping Status to "Shipped".

(7123)


Web Notify is simple to set up. Enter the Endpoint provided by your customer, or for the service you want to notify, and choose a Notify Event, like Order Tracking.


This Solution describes Registering Web Notify. (7121)


This chapter describes Web Notify tools and features, which are found in System toolbar and tools. (7120)


Web Notify will send a Note with an Error if there are any problems with a posting.

The error will include JSON of the posting and response. Json.org tells us JSON is "easy for humans to read and write." It is also easy to Copy and Paste into an email to support@bigbusiness.com.

This Solution tells you how to decipher. (7119)


Order Tracking is a new feature to put the latest Tracking number on an Order so it can be used in Searches or Notify options.

In the picture Tracking has been added (+) as a column on Orders search, "1z234" has been entered in the column search box above the column, and a matching order has been found.

(7118)


Web Notify lets you send notifications to any Endpoint for Webhook, Trackback, or similar.

Web Notify Settings include an Event and Text you want sent when the event occurs.

This Solution details the settings.
(7116)


Web Notify lets you send notifications to any Endpoint for Webhook, Trackback, or similar.

Your customers' developers like API's that let them set a Webhook to receive a automatic callback or push notification of a future event, like a shipment.

Now you can set this for them so their system receives instant notification when you ship.
(7116)


Big Business 12.23 added MySQL changes that were not backwards compatible to MySQL 5.5 installed on many Windows servers. Big Business 12.24 fixes this so you can install this update and it automatically works with MySQL 5.5.

(7115)


Apple is making new Macs with its own processors, referring to the new chips as Apple silicon.

Big Business 13 is supported on Apple silicon and runs in Rosetta 2, which automatically translates Intel apps for new processors like M1.

Big Business 13.09 includes a Database Update for compatibility.

(7114)


Rosetta 2 enables a Mac with Apple silicon to use apps built for a Mac with an Intel processor. Big Business 13 needs this. The usual question then is, "Is it fast?"
(7113)


Prorated pricing lets you purchase an Upgrade at a discount if you have purchased the prior version in the past year. The calculation is simple. If you purchased half a year ago, you get half off Upgrade pricing. If you purchased four months ago, you get two-thirds off. If you purchased less than three months ago an Upgrade is free with Buyer Protection. (7112)


Users First is a design goal to make Big Business easier for you by making it easier for all users. This is the idea behind Company Prefs that update System Settings for all users and User Prefs where they can then use your System Settings or choose their own. You can also push out changes for users with an Employee Search and using the Update tool to change many at once.

(7111)


Big Business now automatically blocks any operating system (OS) that is a problem. This protects you from unplanned system changes that could cause data loss. You can turn this feature Off if needed.

(7110)


This chapter describes Big Business 13.

(7109)


Shopify Connect automatically connects Big Business to your Shopify store. Using the Shopify tool on the System toolbar you can view and edit Shopify Maps to make needed changes.

For example, the Automatic setting for Import Orders brings in Item and Qty but not Price. If you have a special price on Shopify, click to include it and Save As... MyShopifyOrders. Then in Shopify Settings select yo


Validation is testing that a record is ready to save. An Invoice must have a Customer.

Custom Validation adds tests you have requested. If an invoice has Units of PAL there must be a line item for Pallet Deposit.
(7106)


MySQL 8 simplifies Password setup.

(7105)


Stores is the new name for Channels. It now says Store instead of Channel on Customer, Order, and Invoice. Store to new layouts for POS Invoices, E-Commerce settings, and more, where it supports new features for automation.

Stores let you combine or separate results and provide different contact info on orders and invoices for your different brands, divisions, store locations, and online stores.


Normally, Tech Debt just means having to rewrite test code that no one sees, once a feature is made permanent. In a move-fast-break-stuff world, though, payback can include renaming, moving, and removing things that were deployed quickly. If you see something different or missing, ask support@bigbusiness.com. The feature you want is still there.

This Solution provides recommendations. (7103)


To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries including BatchOrder.sql with contents below.

This Solution provides example of file contents. (7083)


To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries.

This Solution describes creating this setup. (7101)


To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries including BatchOrder.sql with contents below.

This Solution provides example of file contents. (7083)


In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.


In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.


In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.


In Store Prefs you can select Payment Methods for Cash, Check, and Card. Cash Payment Method engages features to make change from a tendered amount. It also lets you have the same or different Payment Method for Cash for different Stores, which can help speed up tasks like counting out or making a deposit.


You can use Big Business Mail to send emails directly, without using a desktop email client like Microsoft Outlook or macOS Mail.

This Solution provides setup details for Rackspace. (6709)


Ecwid Connect can run automatically to check for new orders. Select someone to Send Notifications To and click the Auto-Connect checkbox, once you have tested your other settings. (7093)


Ecwid Connect can automatically assign a Store to new Orders being imported.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.

This Solution tells you how to enter credentials from WooCommerce into Big Bu


Ecwid Connect uses import mappings to bring in data from Ecwid. To start, choose Automatic for both Import Customers and Import Orders. Then if you need additional information, create your own mappings. (7090)


To connect Big Business to Ecwid you need to log into your Ecwid Dashboard, go to:
https://my.ecwid.com/store/{store-id}#develop-apps
and click Create to create a new app connection. Then copy the Tokens into Ecwid Setup in Big Business.

This Solution tells you step-by-step how to get Tokens. (7088)


This Solution describes Registering Ecwid Connect. (7087)


This chapter describes Ecwid Connect tools and features, which are found in System toolbar and tools. (7085)


To connect ShipStation to Big Business you need to set up the Shipping Connect add-on (or let us do this for you) and in the ShipStation ODBC Client configure a Store to use Custom Queries starting with CountOrders.sql.

This Solution describes creating this file. (7083)


This chapter describes Systems and setups that Big Business 12 works with, including:
• macOS 11 Big Sur that is not yet released by Apple
• Windows 7 that is no longer supported by Microsoft
• new and old email clients like Outlook 2019, 2016, and 2013

No guarantees, but the answer is usually Yes we can make it works as is, instantly, and you can update as needed and have it working again, in


Your PC (and your phone) may save files to OneDrive that you want to bring into Big Business. Say you take a screen shot of a bill from a vendor and it says, "The screen shot was added to your OneDrive".


Since Covid we suddenly have twice as many connected stores. If we ever seemed to prefer Shopify for B2C (retail) and BigCommerce for B2B (wholesale), it is now clear that anything goes (except Volusion). Big Business works with Magento, WooCommerce, and now Ecwid, too. Pricing is the same for any of the above--or anything new--for an instant-on connection to get Customers and Orders flowing fr


Big Business Mail can send emails directly. For Gmail you need to authorize Less Secure App Access to avoid an AUTHENTICATION error (10113, pictured) in Big Business Mail. Go to your Google Account to Security to Turn On or Learn More.

This Solution provides setup details for Gmail. (7078)


Sales Orders (SO) now include a Modified Timestamp field (ModMyTimeStamp). This field was added to meet a ShipStation requirement for their ODBC Client.

This Solution describes this option. (7077)


Instant On is a new feature in Big Business. New Networking allows Big Business Client to Sleep. Shut your laptop or allow your computer to sleep and when it wakes on the same network, Big Business Client will resume working right where you left off.

This Solution will provide details. (7076)


Operating Systems get slower as they do more checking for security risks. This means a change for security can have a big impact on performance. And any change to the operating system may cause problems for older software. By all means install security updates to keep your system safe. Think twice though before putting a new operating system on an old computer.

This Solution provides recommen


During Covid, TaxJar has changed it's pricing significantly. New service that once cost $49 per month, and could be activated online, now seems to require $649 per month and contacting them. Please contact us for help sorting this out.

This Solution provides details. (7074)


Ecwid Connect will respond with an Error if there are any problems with a request. If you turn on Auto-Connect you will receive any errors in a Note.

Big Business requires that you map IDs (error pictured).

This Solution provides details. (7073)


To connect Big Business needs Tokens from Ecwid. These are generated in the Ecwid Tokens step described previously and copied into Ecwid Settings in Big Business.

This Solution tells you how to enter credentials from Ecwid into Big Business. (7072)


Big Business can save Emails from Outlook for Mac so they are stored in Big Business--attached to any transaction--and can be opened by other users.

Click once to highlight the email, then drag and drop onto Docs folder button on any Big Business transaction. Wait for the Docs counter to increase by one, and it's done.

This Solution provides details. (7070)


Sales Orders now include a Modified DateTime field named, ModMyDtTm. Added for ShipStation ODBC Client requirements, and not needed for their Custom Queries, it provides a simple way to see the last time an Order was modified in Big Business when reading from MySQL.

This Solution describes this option. (7069)


WooCommerce Connect can run automatically to check for new orders. Select someone to Send Notifications To and click the Auto-Connect checkbox, once you have tested your other settings. (7068)


WooCommerce Connect uses import mappings to bring in data from WooCommerce. To start, choose Automatic for both Import Customers and Import Orders. Then if you need additional information, create your own mappings. (7067)


WooCommerce Connect finds Orders to import by using their Status. "Get Orders With Status" should be set to "Processing". "Set Orders to Status" should be set to "Completed".

WooCommerce Statuses include:
Pending - order received but unpaid
Processing - order is awaiting fulfillment
Completed - order is fulfilled


WooCommere Connect can automatically assign a Store to new Orders being imported.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more

This Solution tells you how to enter credentials from WooCommerce into Bi


Verify Peer is security feature to check the certificates of systems you may connect to such as a payment gateway or ecommerce site. In some cases you may want to disable this feature temporarily.

This Solution describes this option. (7064)


Delivery Notes appear on a custom invoice layout to make it easy to enter:
• Delivery Date
• Delivery Phone
• Delivery Instructions


WooCommerce Connect will respond with an Error if there are any problems with a request. If you turn on Auto-Connect you will receive any errors in a Note.

Big Business requires that you map IDs (error pictured).

This Solution provides details. (7062)


To connect Big Business needs an API Key from WooCommerce. These are generated in the WooCommerce Setup described previously and copied into WooCommerce Settings in Big Business.

This Solution tells you how to enter credentials from WooCommerce into Big Business. (7061)


To connect Big Business to WooCommerce you need to log into your Wordpress Dashboard to create a Key for the REST API.

• set Read/Write access
• copy Consumer Key and Consumer Secret into Big Business

This Solution tells you how to generate an API Key. (7060)


This Solution describes Registering WooCommerce Connect. (7059)


This chapter describes WooCommerce Connect tools and features, which are found in System toolbar and tools. (7058)


Mark lets you mark items for Deposit using a Cash Drawer. To use this feature you must be using Stores.

This Solution provides details. (7057)


Big Business will show an error when there is a problem printing a Custom Form created with the Forms tool.

This Solution provides details. (7056)


macOS Big Sur adds Battery to System Preferences for laptops. Settings previously found in Energy Saver are now found here. Turn OFF the setting for Prevent Computer from Sleeping for reliable Instant-On.

(7055)


To install Big Business 12 on macOS Catalina, go to System Preferences, Security, and click Open Anyway.

Big Business 12 works on new and old Macs so is Not Notarized. (7054)


macOS 11 Big Sur was released as a developer beta on June 22, 2020. Apple released the prior version as a public beta and may make changes in the operating system, yet. This solution will be updated as needed. (7053)


Big Business encrypts all Client connections, which improves security and instant-on. Please password-protect your computer. Anytime you are not using Big Business, please choose Quit from the File menu or application menu.

This solution provides security information. (7052)


Anytime you are not using Big Business, please choose Quit from the File menu or application menu.


Mark lets you mark invoices as Sent. The option to mark them as Unsent is hidden. To use Unsent, turn on Unlock Unmark in your Employee card, Access tab.

This Solution provides details. (7050)


This Solution provides compatibility information for Big Business and macOS 11 Big Sur Beta, available June 22, 2020. Big Business 12 is supported on macOS Big Sur Beta. To install Big Business, go to System Preferences, Security, and click Open Anyway.

Beta 9 was released 9/29/20 by Apple and all versions of Big Business crash on it. We exepect this will be fixed in Beta 10 from Apple but ar


When you purchase Big Business you get a perpetual license for the version purchased. This lets you run as is, forever.

When you purchase Support for Big Business you get Updates and Help for your version. For Help to be relevant you must install the latest Updates. Updates include new changes and extend your existing license to include these new changes.


Ecwid Connect automatically connects Big Business to your Ecwid store. Fully automatic and fully customizable, Ecwid Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

This Solution provides a quick overview. (7047)


Retired features are no longer developed. This is often because the feature cannot be fixed to work with newer features.

Check for New Notes, for example, conflicts with New Networking so it is now turned Off by default.


Cash Drawer automatically combines Customer Payments by Store to make Deposits easy.


Print List has been changed, requiring that you select the rows you want to Print. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.


This Solution describes using on this feature. (7043)


Big Business Old 12 is a version of Single-User for running on older computers. Big Business Old Client 12 is a version of Client for running on older computers.

Big Business Old is 32-bit making it more compatible with:
• low-memory computers
• slow-video computers
• old Microsoft Outlook

(7042)


Show replaces QuickFind and adds new options for finding related records. (7041)


Store Categories give you the option to override the automatic accounting to segregate results for Stores.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or ecommerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.

This Solution will provide details. (7040)


Store is a new setting for Orders and Invoices to help you sell from different stores.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or ecommerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.

This Solution will provide details. (7039)


This Solution describes the new Expanded Line Items Tab on Sales Orders. This feature was added in Big Business 2.5, allowing you to see stock levels (Inventory Allocations, Quantity on Hand, etc.) while completing a Sales Order. (3330)


Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

Big Business 12.18 fixes Import Customers, used by Shopify Connect and other modules that "import" customers, to set the Default Credit Limit. This may help you manag


Protect Transactions prevent users from modifying or deleting any saved transactions. (7034)


There are a lot of options for icons, backgrounds, and resizing of windows in Big Business. Often there is a combination of setttings that does not display optimally. If you run into one, please let us know. Sometimes it is fixed by resetting. Sometimes it needs cleanup.

This Solution will detail changes as needed. (7033)


Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

Big Business 12.17 adds Shopify Fields like Tipping and Shipping, missing from the short list for custom mapping.

This Solution provides details. (7032)


Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

Big Business 12.17 adds Shopify ID to Customers, Items, and Orders for fast linking and future features.

This Solution provides details. (7031)


Big Business encrypts all Client connections.

Secure Server is now seamless and set by default.

This Solution describes this option. (7030)


Big Business 12 adds new support for Remote Client, Secure Mode, and allowing your computer to Sleep. Together these support Instant On for instant access to your data.

There a few situations where you may need to wait one minute:
• Server Update
• Internet Reset
• Loading Docs

This Solution will provide details. (7029)


Big Business prints PDF's of transactions and attaches them to email messages in Microsoft Outlook

This Solution will provide details. (7028)


Mark lets you mark invoices as Sent, quickly. Command-click or Shift-click to select Invoices you want to change. Then click Mark and select Sent.

This Solution will provide details. (7027)


Slash Select extends AutoComplete to add menus for multiple choice entries like color.

This Solution will provide details. (7026)


Big Business 12 tests Drag and Drop for Email.

This Solution will provide details. (7025)


Batch Emails are a new and open-ended concept. Here are parts you can use:
Email - choose as a printing destination to automatically create new email messages
Send - Docs as attachments or Notes as the message ("thank you for your order!")

Please email to support@bigbusiness.com with questions or needed changes.

This Solution provides setup instructions. (7023)


Sent PDF automatically adds the PDF of an emailed transaction to the Docs folder on the transaction.

Pictured is an Order that was emailed. The Order was created from a Quote that was also emailed. Both Sent PDFs are saved as Docs for reference and can be seen from Quote or Order; just double-click to view.

This Solution provides setup instructions. (7022)


Big Business lets you attach any file to a Search window like Customers. This can be a convenient place to store attachments like Policies, Terms and Conditions, and so on that pertain to Customers. Moreover, you can click Send to make any attachment available--to Send (Docs) as email attachments or Send (Notes) as email messages.

This Solution provides an example for use. (7021)


Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)


Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)


Big Business makes new features optional. This lets you turn them on when you are ready. This also lets you turn them off if they are problematic.

This Solution provides a quick list of options you might consider. (7018)


Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Text Notes from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in th


Sent Emails extends built-in Notes to include Emails. Notes then include:
• Sent Notes - messages sent from one Employee to another
• Dated Notes - messages assinged a date
• System Notes - messages from automatic imports and connections
• Sent Emails - copies of sent emails, along with attachments

When saving or printing, choose any Email option and a Note will be saved along with attachme


Big Business includes New Networking to support:
• 64-bit Clients
• Sleeping Clients
• Secure Server

Big Business 12.12 updates New Networking. Please update Server AND Clients to use these features. Get Info or check Properties on Clients or email support@bigbusiness.com for help.

This Solution provides details. (7015)


Send Checkbox appears in Docs and lets you choose Documents and Notes that are allowed in email. If you don't click Send, the item will not appear in the Send menu.

Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes

This makes it easy to pick a fe


When you launch Big Business Client it displays any locally available Big Business Server on the Available tab. To connect to a remote Server enter a Name and IP Address on the Custom tab.

This Solution provides instructions for connecting to Big Business Server from a remote Client. (5528)


Big Business includes incredibly powerful networking options to simplify setup, connect locally or remotely, host on premises or in the cloud, and much more.

This Chapter will provide details. (7012)


One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save seamlessly. Just choose Documents option in Docs Prefs for Filesharing. Then in any window click Docs and click Paste to save a screenshot taken with Print Screen or Alt + PrtSc (for a window).

This Solution provides details. (7011)


One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save instantly. Just choose Documents and Notes option in Docs Prefs for Filesharing.

This solution provides details. (7010)


Big Business lets you attach any file to any transaction by putting it in the Docs Folder. This is an instant solution for filesharing allowing you to save files where your team can find them. Others can see the Docs you added to an Order when they are creating the Invoice. They cannot see attachments you put with a PO if they do not have access to the PO tool.

This Chapter provides steps for


Big Business can display an error when emailing and trying to send attachments (error when executing the method printopt_destset at line number 394; array range check error). To fix, Update or go to the Company card to Advanced tab and check the checbox to Enable Send Attachments.

This problem is fixed in Big Business 11.35 and 12.14. (7008)


Big Business for Windows can automatically print forms and reports as PDF and attach to new message in Microsoft Outlook.

This Solution provides setup details. (7007)


Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.

This Solution provides setup details. (7006)


Big Business makes it easy to email transactions and reports as PDFs. Install our free PDF Emailer software for Windows (already built-in for Mac) and choose Advanced Print Options. You can then select Email (Customer address), Send Email (Customer + Contact addresses), or Save As PDF, for any form. The Email options will automatically print to PDF and attach to a new message in your email prog


Web Services turned out to be impractical and a non-starter. We added a ton of code for connecting to Salesforce back when Web Services was the way. This did not pan out, in part because they charged you too much for API access, which of course they needed to do because Web Services is so complicated.

Big Business pivoted to using Modern API's that take a modular approach. This provides a fast


To demonstrate remote connections we set up a Mac Mini in Las Vegas. You are invited to connect to the Demo File.

This Solution tells how. (7003)


Folder Connect is an option to import and export files from a remote folder that uses File Transfer. Big Business supports FTP, SFTP, and FTPS protocols.

This Solution provides details. (7002)


BigBusiness 12 adds New Style formatting for on-screen text. This is a transition that will take time and care but may addresses several key issues:
• Apple changes the System Font each macOS -- New Style will better adapt
• Apple hides the System Font -- New Style may let you pick it (when a menu won't)
• Microsoft varies system appearance -- New Style will better adapt
• Windows Clients sc


Big Business lets you immediately use the TaxJar Connect add-on for getting taxes for New States, where you have a new need to file, without disrupting your existing Tax Statuses for your old states. Also, if you are using TaxJar Connect, you can add new New States readily.

This Solution describes using this option. (6999)


Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Documents from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in the


Big Business 12.13 fixes Smart Objects for Dark Prefs.

This Solution describes this feature. (6996)


Big Business makes it easy for you to run a second company that is entirely separate. License and run a second instance of Big Business Server and have users connect to either, or both at the same time.

If you second computer, setup is simple. To run both instances of Big Business Server on one computer, use Second Server. It is preset for the networking changes needed, and it will remember wh


If you are curious about a replacement for AccountEdge for Catalina, you are not alone. As the link below indicates, "AccountEdge is not and will not be Catalina-compliant".

This solution provides a few questions to ask yourself to determine if Big Business might be suitable replacement. (6993)


MacOS Catalina requires permission for Screen Capture.

Without permission, the Docs Screen Capture feauture will return an error:
Error when executing the method "bDoc_New" at line number 6.
The pathname is invalid. File Not Found. Blah, blah, blah.

To fix, enable Screen Recording permission as detailed below. (6992)


AVG protects you from malicious code by blocking anything suspicious. To install Big Business, turn off AVG by right-clicking it in System Tray and setting to Off. After installing Big Business, restart and rescan your machine to make sure it's clean.

This Solution provides details. (6991)


Item Prefs lets you set custom names, default entries, and automatic handling of item-related data. (6990)


Hide ETA changes the Order window to omit ETA, making room for Description2, and show Ship Date, instead.

This feature is being tested. (6987)


MacOS Catalina and Big Sur protect you from malicious code by asking for all Installers to be Notarized as only containing 64-bit code. Big Business includes 32-bit code to connect Old Client, support 32-bit Micosoft Office, and more.

To install on macOS Catalina or macOS Big Sur:
1. Run the installer and click OK for not scanned.
2. Go to Apple menu, System Preferences, Security.
3. Click Open


Big Business 12 will update the Custom Form Report tool for 64-bit.

(6985)


Logo Export has been added to make it easier to change your address or other contact information. Click Export on the Company card to save your old company artwork as an image file, then email to your artist. When you get the new art back, click Import. (6984)


Item Preset lets you choose a calcuation or automation to apply to the item.
Presets include:
• Built - the item is built from other items
• Bundle - the item includes other items
• Count - the item sets its Qty to a count of other items
• %Taxable - the item sets it Price to a percent of taxable items above it

This feature is being tested. (6983)


Add Column let you choose additional columns to show on Search Lists. Click Add (+) and then click on a column to add. (6982)


Role Name lets you see if a Contact is set as:
• Refundee - payee for refund checks when different than Customer Bill-To
• Email Statements - recipient for email statements


Refund Refundee lets you set a payee for refund checks when different than Customer Bill-To.


Emailing Statements is being added as a customization. To start, an Email Statements checkbox has been added to the Contact window that appears from Additional Contacts. This lets you set a recipient. (6979)


Big Business 12 supports Windows 7. New for 2020, Big Business 12 includes Old Clients which run on Windows 7 and Mac OS X El Capitan. Keep your old computers as is, get an instant upgrade to Big Business 12, and add new computers or update systems when you are ready.


Profit and Loss by Department exports Profit and Loss results for Departments, Unclassified (entries without a Department), and Totals. (6976)


Prorated pricing lets you purchase an Upgrade at a discount if you have purchased the prior version in the past year. The calculation is simple. If you purchased half a year ago, you get half off Upgrade pricing. If you purchased three-quarters of a year ago, you get one-quarter off Upgrade pricing. (6975)


Putting new Big Business on ten or 20 computers? Upgrading Microsoft Office or Microsoft Outlook? Getting the newest macOS or Windows Update?

Big Business 12 solves common chicken-and-egg problems so you can install and instantly switch to a new version.

Then, instantly switch again for a new version of Microsoft Office, new macOS, or latest Windows Update. (6974)


Big Business 12 offers Old Clients so you can make an instant switch to the newest version of Big Business without making changes to your current computers.

Old Clients are 32-bit, which makes them more compatible with:
• low-memory computers
• slow-video computers
• old Microsoft Outlook

(6973)


When sending a PDF by email, such as the Quote in the picture being sent to Ted, Big Business will show an error if it is unable to connect to your email program.

In the pictured error, PDFSend Error 9, Big Business 11 cannot connect to Microsoft Outlook which is 64-bit. Big Business 11 requires 32-bit Outlook. Big Business 12 works with 64-bit which is the new default. (6972)


When you Duplicate an Item that has a Kit, Big Business duplicates the bill of materials (BOM) so the new item has the same Kit.


The Sales, sorted by Customer (Last Year Comparison, Month and YTD) report is customized to provide invoice totals by customer for a month-to-date and year-to-date and the same for one year prior. The report will contain sales totals for each customer for This Year and Last Year, as well as the Difference and percentage difference, along with City, State, and Phone 4 for each Customer. The repor


Big Business aims to run on all current computers. It was not possible to fix Big Business 11 to work on newest Macs, but it is possible to fix Big Business 12 to work on Old Windows, including Windows 7, Windows 8.1, and Windows Server 2012, which are still wildely deployed but may be losing support from Microsoft soon.

This Solution will provide details. (6969)


MacOS Catalina requires apps to ask for permission for various tasks, such as:
• controlling your computer
• sharing your screen
• reading system settings

This Solution provides quick reference for some permissions. (6968)


Auto-Connect for the Folder Connect Add-On is a checkbox that starts automatic importing and exporting of files from remote folders on an FTP site. (6967)


This Solution describes Registering the Folder Connect Add-On. (6965)


This Solution describes Registering the Folder Connect Add-On. (6965)


Folder Connect lets you set an online folder to check for import files. This online folder has a unique URL just like any address you put in a browser. Enter the URL carefully so it will always work. If you have any questions, email support@bigbusiness.com for help.

This Solution provides details for entering a Folder URL. (6931)


Authorize Connect makes it easy to connect and process credit cards using Authorize.Net, instantly from Big Business. This chapter describes Authorize Connect tools and features, which are found in System toolbar and tools. (6963)


Unlock Taxable lets you set select users who can access Taxable and Exempt settings when Lock Taxable is enabled.

This Solution provides details. (6960)


Lock Taxable blocks users from change Taxable and Exempt settings on Customers, Contacts, Items, Quotes, Orders, and Invoices.

This Solution provides details. (6959)


Dark Prefs is a TEST for adding Dark or Light appearance. Yes, it's hideous, because objects like Tabs which are system generated will not adapt until internals are updated.

Dark Prefs remain incomplete and unusable in Big Business 13 due to varying system support. The ideal is that Big Business works the same on Windows 11 and Windows 10 and macOS Monterey, Big Sur, Catalina, and Mojave, whi


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Reports let you Export or Print the data you get from TaxJar--like State, County, and City results--for auditing and reporting.

This Solution provides details. (6890)


Database optimizations or efficiencies sometimes save time by not redrawing something it doesn't know changed.

An example, fixed for Big Business 12.8, is the Pay All button on the Pay tool that lets you write a check. When you click Pay All and changes totals but did not immediately show each Bill's new To Pay amount.

This solution describes Redraw Fixes. (6956)


MacOS Catalina does not allow any applications that are not Optimized to run. We found this workaround helpful. Just go into Parallels before updating and create a new virtual machine, just like you would for Windows, but install Mojave. Then you can run Mojave on Catalina, and thereby any old app.


Longer Histories fixes the error pictured (Array Range Check error in MgrCustReg), sent in by a user who accumulated more than 32,768 transactions for a single Customer and got this error double-clicking on the History.

Big Business 12 raises this limit to 2.1 billion.

This Solution is for reference in case a similar error is encountered. (6954)


My Prefs lets you choose settings for:
• Auto Zoom - to show bigger windows
• Columns - to reset or keep the columns you've added in searches
• Dialogs - to use classic or new searchable lists
and more.

If you choose System Setting for any of these, you will be using either:
• the system setting preset in Big Business for your platform
• the system setting selected in Company card by your sy


Occasionally we receive a request for an extra field to be added to a Search and its Export (or the Update tool that changes many records at once). So now we pop it into the list that you can Add(+) and Export (or the Update tool). Since this does not change the standard Export function it is less disruptive, but you may need to know the following. (6952)


This Solution provides compatibility information for Big Business and macOS 10.15 Catalina, available October 7, 2019. (6951)


ShipStation is a web-based ecommerce shipping platform. It connects to ecommerce providers (eBay, Amazon, etc) and to shipping carriers (UPS, FedEx, USPS) to streamline order fulfillment for online businesses. It is a subsidiary of Stamps.com.

This Solution provides information. (6950)


We receive a lot of requests to run an additional Trial of an Add-On. This happens when the first Trial goes well, prompting a revision of budget, or shifting of timeline, or an update of items. Meanwhile, the Trial ends and there is just one more thing to test. Now you can just click Trial again.


BigCommerce Connect makes it easy to connect and share data with the ecommerce solution, BigCommerce. This chapter describes BigCommerce Connect tools and features, which are found in System toolbar and tools. (6948)


BigCommerce Connect allows Big Business to connect and share data with the ecommerce solution, BigCommerce. To connect Big Business needs an API Token which you create in your BigCommerce Dashobard and copy into Big Business.

This Solution describes creating an API Account with BigCommerce. (6947)


Big Business has QuickSupport built-in. QuickSupport enables remote support. Just turn it On and provide us the ID and we can connect to help with any problems.

Big Business 12.6 updates QuickSupport to be compatible with macOS Catalina. Per usual with a big change we try and make it work exactly the same, to start.

(6946)


These states were listed as destination-based (c. 2017):
Alabama (AL), Arkansas (AR), Colorado (CO), Connecticut (CT), District of Colombia (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Nebraska (NE), Nevada (NV), New Jersey (NJ), New York


These states were listed as origin-based (c. 2017):
Arizona (AZ), California (CA), Illinois (IL), Mississippi (MS), Missouri (MO), New Mexico (NM), Ohio (OH), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA).

This list may help you understand your results from TaxJar (only). (6944)


You can set TaxJar Connect to Automatic for tax lookup from Quotes, Orders, and Invoices. Or, you create your own Mapping by editing the automatic ones and clicking Save As in the lower right.

Big Business 11.27 and 12.6 update Automatic mappings for TaxJar to use Street and City (instead of just Zip).

(6943)


The Ready Checkbox appears on the Billing tab of Invoices to indicate the invoice will be sent automatically (by EDI, a procurement system, or online invoicing). When sent, the Ready checkbox will be unchecked and the Sent Checkbox will be checked.

To re-check the Ready checkbox manually, you must un-check the Sent checkbox first.

See Sent Checkbox linked below for details. (6842)


Big Business 11.27 updates Duplicate for Quote, Order, and Invoice so they clear TaxJar results.

This solution describes TaxJar Connect fixes. (6941)


Big Business 11 adds the Contacts tool for quick access to phones, emails, and shipping addresses, where you need them.

This Solution provides details. (6747)


Billing Addresses are an option on Quote, Order, and Invoice, to help with:
• automated billing using EDI, procurement systems, or online invoicing
• automated order processing from web stores, etc

This Solution provides an overview of this feature. (6839)


Big Business uses System Date settings, from the Language and Region control panels on your computer, to display and calculate dates. If you notice a problem, you can Disable System Dates in the Company card, to test. Either way, please contact support@bigbusiness.com with any date-related issues.

This Solution provides instructions for disabling this feature if needed. (6938)


Line Numbers can be saved with Orders and included on Invoices. This works initially with import and export to procurement systems, where this is required. For adapting to another use, please contact support@bigbusiness.com. (6936)


Line Numbers from customer PO's can be added to Orders and included on Invoices. This works for import and export to procurement systems where this is required. For adapting to another use, please contact support@bigbusiness.com. (6936)


Export To is the destination for export files, such as a remote folder for Invoices that are sent to customers purchasing systems. It can be a full URL, or a relative path, or a folder.

This Solution provides details. (6934)


Import File is the name assigned in Docs to an online file used to create an entry. For example, using Folder Connect, Big Business might import an order by downloading an XML file. This file is attached to the Order for reference.

This Solution provides details. (6933)


File Kind lets you tell Big Business to only look for one kind of file when using automated imports in Connect tools. If you are using Folder Connect to check a remote folder, providing the Kind of file you are expecting reduces the possibility of error or confusion when the wrong kind of file is accidentally dropped in the target folder. If you have any questions, email support@bigbusiness.com


Folder Connect lets you set an online folder to check for import files. This online folder has a unique URL just like any address you put in a browser. Enter the URL carefully so it will always work. If you have any questions, email support@bigbusiness.com for help.

This Solution provides details for entering a Folder URL. (6931)


When running normally, Folder Connect can report intermittent errors if there is trouble with your Internet connection. Or if you are setting up, it may report an error connecting at all. Or processing it may report an unexpected error like, No orders created. You may receive hundreds of errors that happened overnight--easily deleted--but you will not miss anything important.

This Solution lis


Folder Connect is an option to import and export files from a remote folder using File Transfer (FTP, FTPS, SFTP). Like other Connect options it is an Add-On that connects out to a service and requires Registration and credentials to set up.

For simple file transfer you could use a service like One Drive or iCloud, instead.

Folder Connect gives you additional security and control to:
• conne


Send Attachments puts a Send Checkbox in Docs, to choose Documents and Notes that are allowed in email, and a Send Menu in Print Options for selecting which to send.

Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes

This makes it easy to pick a fe


Requisitons, Purchase Orders (PO's), and Bills include Weight which totals the Ship Weight for their items. (6925)


Middleware is an Add-On to share data seamlessly with Shipping, eCommerce solutions, and more. It lets you select the data to share, gives you full control of access, and offers 100% uptime.

Middleware Trial is the option to run the Add-On in Trial mode for 30 days. It is easy to try UPS, FedEx, USPS connections or try other shipping solutions, databases, and applications that run your eCommerc


Non-Nexus Tax lets you select the Tax Status to be automatically assigned when shipping to States not included in your Nexus States list.

This Solution provides details. (6923)


Nexus States let you list the states you need to collect Sales Tax for. This works with automation to switch the Tax Status on sales, lookup taxes using TaxJar Connect, and so on.

This Solution provides details. (6922)


Big Business Server is a snap to deploy on Microsoft Azure. It takes only a few minutes to create a Virtual Machine with Windows Server and install Big Business Server. The trick is to set up the Networking and then put the Public IP into Big Business Clients you are connecting.

This Solution provides brief instructions. (6921)


Tax Exempt makes it simple to override tax calculations for tax-exempt customers.

This Solution provides details. (6855)


Last Cost Update is a date for tracking the last date cost was updated for an Item. It is automatically updated when a Cost is changed or can be changed on the Item, by Import, or using Update in the Items Search.

This Solution describes using on this feature. (6602)


This Solution provides compatibility information for Big Business and macOS 10.15 Catalina, scheduled for release September 2019.

In an unusual move, Apple released a Public Beta on June 24, 2019. (6918)


Big Business uses installers, like InstallShield, which evolve with operating system updates. If you are unable to install, this might be because we broke something. It also might be that your computer is not up to date. Please contact support@bigbusiness.com for help.

This Solution provides a quick refence for Installer changes. (6917)


Department Mandatory lets you require a Department entry on all transactions. If you use Departmental Profit and Loss reports, this setting may help.

This Solution describes this setting. (6916)


Ebay orders coming through BigCommerce are tricky because are handled as Guest. This means they don't have Customer ID that you can use for Customer Code in Big Business.

This Solution provides options. (6915)


This Solution provides compatibility information for Big Business and Windows Server 2019. (6914)


This Solution provides compatibility information for Big Business and Windows Server 2016. (6913)


This Solution provides compatibility information for Big Business and Windows Server 2012. (6912)


This Solution provides compatibility information for Big Business and Windows 10 May 2019 Update available May 22, 2019. (6909)


This Solution provides compatibility information for Big Business and Windows 10 October 2018 Update available October 16, 2018. (6908) (6842)


Live Backup lets built-in Backup run without disconnecting Clients.


Customer Part Numbers helps you manange part numbers for specific customers, to:
• automate orders
• simplify invoices
• provide a custom catalog
• map a static catalog to changing products



Modern browsers alert you to non secure links, so we have updated the links to Help.


Smart is generally a matter of opinion so we always have an option to Enable or Disable any smart feature, where the system makes a decision for you. Clean means fixing a false step like cut-offs from using too large a font or pixelation when enlarging a Classic icon (pictured). Since each person can choose Font Size or Icon Prefs, this setting lets Big Business make these fixes (or not).

This


Big Business 12 uses separate windows on Windows (SDI). Previous versions use an application window that sits in the background (MDI).

Big Business 12.8 updates Client to improve Quit. Choose Quit from the File menu in the toolbar to Quit.

This Solution will list any hiccups. (6902)


Program Resources including pictures and text are being updated to current, non-resource formats.

This Solution will list any hiccups. (6901)


Legacy Networking suppresses new features like:
• Sleeping Clients

This Solution provides details. (6900)


You can choose whether Big Business shows you Print Options every time you save (Ask Each Time) or automatically prints (Print) or not (Don't Print). (6899)


64-bit allows for massive improvements including:
• optimization for future operating systems
• unlimited resources for performance and scalability


Big Business 11 adds the option for Barcodes to be included on Price Labels. This is a checkbox in Barcode Settings on the System toolbar that replaces regular price label fields with a barcode of the Item Code.

This Soution provides details. (6897)


Smart Save allows instant updating of records. For example, if you are entering an Order and make changes to a customer address or credit card details these changes can be immediately saved so they are available to others and not lost if you cancel.

This Solution will provide details including instructions to disable if unwanted (6896).


Cloud Optimized describes changes in Big Business Server for better performance on shared hardware and remote connections. If you put Server on Amazon, Azure, or another VPS or remote solution, reports and other operations can be slow. Cloud Optimized reports use modern, in-memory processing.

This Solution provides additional details. (6895)


Big Business aims to support all current versions of Windows and macOS, all the time. We understand that you need current operating systems, to support secure browsers for banking or cloud services, your favorite email and messaging tools, and much more. We also know you don't need new computers too often, so you keep older operating systems working for you, too. We support this by leap-froggi


We have been using Square Invoice for a few years, mostly for Support renewals, and have found it's a great way to do all the things we need:
- get you an Estimate or Invoice with exactly what you need
- make it easy to pay by card, which helps with returns, financing, and so on
- let you pay with Apple Pay or whatever gets you the most cash-back, miles, smiles


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Rates captures rate information for reporting.

This Solution provides details. (6892)


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Fields have been added to extend processing to Line Items.

This Solution will provide details. (6891)


TaxJar Connect is an Add-On that automatically connects Big Business to the sales tax system, TaxJar. TaxJar Reports let you Export or Print the data you get from TaxJar--like State, County, and City results--for auditing and reporting.

This Solution provides details for the report, TaxJar Sales Tax Collected (Detail). (6890)


Big Business 11.20 allows systems for EDI to post back transaction updates, which automatically update the Sent Checkbox. You can view the Sent Checkbox in Invoices Search, to see which have been sent, and on the Shipping tab of the Invoice where shipment information will show details.

This solution provides details. (6889)


A Range Error, such as the pictured Array Range Check Error, can appear anywhere, even on Server. Simply click Continue to keep working. The point, though, is to find anomalies and fix them, so please report these to support@bigbusiness.com.

This Solution provides more details. (6888)


Big Business 11.20 updates Middleware to include return fields for EDI including:
• EDI_Reference
• EDI_Date
• EDI_Time
These allow your system(s) for EDI to post back transaction updates, like showing an invoice was sent via EDI, in exactly the same way Shipping posts back Tracking so any Big Business user can see what they need to confirm and details they might need to follow up.

This soluti


You can Copy a file from your Desktop or any folder or directory and Paste it into Docs. The Docs Not Found alert will appear if the document cannot be found.

This Solution provides details. (6886)


Advanced Bill Prefs include:

• Edit Ext Cost - lets you edit extended cost to calculate unit cost

(6881)


Bill Prefs include:

• Default Entry Tab - set the Bill or Expanded Bill tab to open automatically

• Receive Over - lets you set a warning or prevent save of Bill that receive over the amounts specified on your PO

• Print In Notes - automatically include Vendor Code, Our Customer #, Total Quantity, or Boilerplate text in the Notes box when printing built-in Bill forms

(6880)


PO Prefs include:

• Add PDF

• Edit Ext Cost - lets you edit extended cost to calculate unit cost

(6879)


PO Prefs include:

• Next PO # - set the number for the next PO

• Default Entry Tab - set the PO or Expanded PO tab to open automatically

• Print In Notes Field - automatically include Vendor Code, Our Customer #, Total Quantity, or Boilerplate text when printing built-in PO forms

(6878)


Edit Extended Cost is an option for PO's and Bills that lets you enter the Ext Cost for a line item and have Big Business calculate the Unit Cost.


Share Forward is the feature of the Docs tool that lets others view or download your attachments when they convert your Orders to Invoices. This is handy when they have question about the customer's PO and you've been thoughtful enough to attach a copy right there. It also works for you to look back at your Order and see any attachments to the Invoice(s) such as shipping docs.


This Solution p


This chapter describes TaxJar Connect tools and features, which are found in System toolbar and tools. (6863)


Profit and Loss by Month with Budget exports Profit and Loss results for Months and Year-to-Date along with Monthly Budget, YTD Budget, and Actual to Budget.

This Solution (6874)


Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

This Solution provides a quick overview. (6873)


Profit and Loss by Month exports Profit and Loss results for Months and Year-to-Date.

This Solution (6872)


Reports Prefs include Accounting Labels for financial reports and Report Options for turning on custom features, like:

• A/R Custom Fields

This Solution lists new options. (6871)


Shopify Connect pulls in Orders from Shopify, automatically or in batches. By default the Shopify Order Number is put into Customer PO Number in Big Business. This lets you keep your Order Number sequence and handling the same, but is not the only option.

This Solution provides a an overview of options. (6870)


The Import to create General Journal entries is being revised.

This Solution provides details. (6869)


This chapter describes Shopify Connect tools and features, which are found in System toolbar and tools. (6863)


Big Business Error Checking continues its evolution with:
• more error checking
• more concise messages
• more links to solutions
• more creative solutions to common error-causing problems

This Solution provides details. (6867)


Xi is Helios icons on white buttons. This gives better contrast on new macOS releases where system toolbars and buttons may appear more gray.

This Solution describes this option. (6865)


Connect Tools make it easy to connect and share data with systems that handle shipping, payments, ecommerce, sales tax, and more. (6864)


This chapter describes Connect tools and features, which are found in System toolbar and tools. There are many tools in Big Business to connect to external systems and exchange data. This chapter give you an overview, so you will know where to go for the tools you need, when you need them. (6863)


Tax State is an optional Field on Tax Status which can be used to automatically select the correct Tax Status by matching the Shipping State entered on a Quote, Order, or Invoice.

This Solution provides details. (6862)


JSON is a data format for sending data to a service such as with TaxJar Connect, BigCommerce Connect, Shopify Connect options for Big Business. It also used to send data to the Web API, if you build your own solution to put data into Big Business.

This Solution provides details. (6855)


Middleware Update checks and updates needed fields in Middleware.

This Solution provides details. (6860)


BigCommerce Connect automatically connects Big Business to the ecommerce system, BigCommerce. It uses the Order Status in BigCommerce to find new orders to process. Then, it changes the Order Status in BigCommerce to avoid duplication. For example, a typical setting might be to get new orders that are "Awaiting Fulfillment" and switch them to "Awaiting Shipment" or "Completed".

This Solution li


TaxJar Lookup is an optional button that appears on the Expanded tab of Quote, Order, or Invoice. Click to connect to TaxJar and it will fill in Tax.

This Solution provides details. (6855)


Use TaxJar is an optional setting on Tax Status to automatically look up taxes using TaxJar Connect.

This Solution provides details. (6857)


Exempt States limits an Exempt customer to specific States. For example, a Wholesale customer would be marked Exempt and list their Exempt States, where they have a resale certificate or license. If you leave Exempt States blank the customer will be Exempt for all states, which might be the case for a Government customer.

This Solution provides details. (6856)


Tax Exempt makes it simple to override tax calculations for tax-exempt customers.

This Solution provides details. (6855)


This Solution describes Registering the TaxJar Connect Add-On. (6854)


Shopify Connect will respond with an Error if there are any problems with a request. If you turn on Auto-Connect you will receive any errors in a Note.

Big Business 11.17 requires that you map IDs (error pictured).

This Solution provides details. (6853)


Connect Settings let you set up connections to services like ecommerce, credit card processing, or most Any API.

This Solution provides details. (6852)


Any API is a toolset to connect to any REST API
• software as a service (SaaS)
• CRM
• web store

Big Business is already wired to connect to a number of REST API's such as:
• Big Commerce
• Shopify
• Square

These connections are built-in and available with Big Business Enterprise. If you have another service you would like to connect instead, please let us know. Implementing Any API usua


Middleware Delete is an essential change. Middleware is not just used to look up Shipping. More and more it is being used to get data to Web Stores, to automate purchasing or billing, and for EDI.

Big Business 11.17 updates Middleware to process Deletes. This change applied to all tables.

This Solution provides details. (6850)


This is a test.

This Solution provides details. (6849)


Big Business may offer to Update Maps when you change settings that affect your saved Maps.

Choose Yes to automatically update your saved mappings for Auto-Import, BigCommerce, Import, Shopify, Square, TaxJar, Web API, Woo.

This Solution provides details. (6848)


Big Business makes it super easy to set up repeat Imports and options to automatically connect to eCommerce, EDI, POS, Sales Tax, etc. by using the same Mappings.

If you have imported inventory changes from a spreadsheet, you can easily setup updates to your web store because it uses the same mapping tool.

If you are changing settings to put more fields in a mapping, check your existing mappings


Big Business has several Pricing features. Many do not appear until enabled. Qty Pricing (prices based on quantity being purchased), for example, adds a tab to the Item card and includes tools for Update, Import, etc. once you turn it On in the Item Prefs.

This Solution can be used as a starting point. Click the links below to review related entries. (6844)


Big Business has several Pricing features. Many do not appear until enabled. Qty Pricing (prices based on quantity being purchased), for example, adds a tab to the Item card and includes tools for Update, Import, etc. once you turn it On in the Item Prefs.

This Solution can be used as a starting point. Click the links below to review related entries. (6844)


TaxJar will respond with an Error if there are any problems with a request.

"No to zip" means the Shipping Zip Code is blank, or not a recognized two-letter code, on the current transaction. Turn on Load Addresses, and that should fix it.

This Solution provides details. (6843)


TaxJar Setup lets you enter your API Token, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.

This Solution provides details. (6838)


Zip-Tax Setup lets you enter your API Key, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.

This Solution provides details. (7239)


From Addresses are new Fields on Quote, Order, and Invoice, to be used with Channels, Sales Taxes, and Warehouses.

This Solution provides an overview of this feature. (6837)


The Inventory Sales by Customers by Month report exports a list of items with monthly quantites sold to customers.


Smart Codes will allow new shortcuts for data entry.

This Solution will describe this feature. (6835)


Smart Prices will let you control Qty Pricing, including As Quoted Pricing, to take the rest of the order into account, or not. For Units you may want Case price to be different from Piece price, which is easily done. However, for partial shipments you may want pricing unchanged. Smart Prices will let you choose.

This Solution will describe this feature. (6834)


Data Flow can be a tough concept in business software. You want to put in an Address, once, and use it on multiple transactions. Then, when it changes, you want to replace it once, without affecting past transactions. The software does this for you. It helps you be efficient, while it preserves history.

This Solution gives you a quick overview of how data flow makes your work easier. (6833)


Units features are being updated to automate entering units of measure, quantity pricing, and optimize fulfillment.

This Solution lists changes. (6832)


A number of features like Shipping, and now Taxes, rely on Addresses on the transaction, so these are added and need configuration.

This Solution lists the current features and can be used as a starting point. (6831)


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar.

This Solution provides details. (6830)


To find entries in this Solutions Database use one or two keywords.

Click RETURN above (or below) to go back to the Help page to:
- enter a new Search (one or two keywords)
- click a shortcut for a Topic, Chapter, Add-On, etc to find its entries

(6829)


Warehouses features for tracking Qty's at multiple locations get continual changes.

This Solution lists the current features and can be used as a starting point. (6828)


Sales Tax features are being reviewed and updated as the sales tax landscape is changing from where you have a physical presence to include where you have substantial sales–economic nexus.

This Solution lists current features and can be used as a starting point. (6827)


Reports get frequent changes.

This Solution lists the current features and can be used as a starting point. (6826)


Order Type can be used to mark transactions for special handling or reporting. You might assign entries like Special, Walk-In, or Online, to distinguish from your regular orders.

Order Type can be pre-set for the Employee and for the Customer. It works like Salesperson, filling in the employee, first, then replacing with the Customer entry if it not blank.

This Solution provides details. (682


Batch Delete is updated, that you must select the rows you want to permanently delete. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.

This Solution provides details. (6823)


Smart Date is a renamed feature. New are some keys like Y for yesterday or T for today in date fields. There will add to existing Date entry features.

This Solution will be updated as this feature evolves. (6822)


Big Business includes a growing number of Smart features. These options try to make the program better and faster for you. However they are not for everyone. So, you should always have the option to tell Big Business, Don't get smart with me.

This Solution provides details. (6821)


Inactive now includes instant updating of Lists. This makes it easier to mark Customers or Items as Inactive and bring them back when needed.

Big Business 11.17 fixes Item Export to include Inactive.
Big Business 11.15 changes Inactive to immediately updates Listings.

This Solution details changes to Inactive features. (6820)


Refunds are getting improvements to simplify their use:
• Refund appers in Customer toolbar
• Refundee appears on Contact window
• Role Name appears in Contacts, Add Columns

This Solution will provide details. (6819)


For Stores the big change was a rename from Channels. Stores automatically set your contact information on printouts and PDF's.

This Solution lists your choices for using Channels. (6818)


Terms Changes include ongoing improvements to:
- Customer Terms
- Vendor Terms

Big Business 11.15 updates Terms conversion.

This Solution provides a starting point. (6817)


Smart Units will translate from your base unit to optimized Units that you sell. If you sell sodas, you might only offer cases (CS, 24 per) and packs (PK, 6 per) only. Enter an Order for 40 each (EA, 1 per) and Big Business will automatically replace this with:
1 CS
3 PK

That's 42. And now you're wondering, What if?

If you want to skip conversion, add EA (1) as a Unit for this Item and it wi


Smart Bundles will update calcultions for costs, to start, to help you manage profitability.

This Solution will provide details. (6815)


We can't say Compatible or Certified-Compatible until after a new Operating System has been released. And tested. And a Database update released.

So we are going with Copasetic.

This Solution describes compatibility of Big Business 11 and macOS Mojave. (6814)


This Solution provides compatibility information for Big Business and macOS 10.14 Mojave, available September 24, 2018. (6813)


Update Products is the Mapping for copying Items in Big Business to Products in BigCommerce.

Once set, you can click Upload on the Items Search to instantly create or update Products in BigCommerce.

This Solution provides details. (6812)


BigCommerce Connect lets you connect to BigCommerce from Big Business. This can be automatic, such as getting new Orders real-time. It can also be interactive, such getting Categories to put on an new Item that will be uploaded.

If you encounter errors with one part (Orders are coming in but you cannot select a Category for a new Item), you may need to update the program giving you errors (in t


Web API provides a REST API you can use from another application, like Magento, to send Orders to Big Business.

This Solution provides details. (6810)


BigCommerce Connect automatically connects Big Business to your BigCommerce store. Fully automatic and fully customizable, BigCommerce Connect lets you get new customers and orders as they come in, or in batches when you are ready to process. With additional setup, you can add and update items and customers, set customer-specific pricing, and more.

This Solution provides details. (6809)


WooCommerce Connect automatically connects Big Business to your WooCommerce store. Fully automatic and fully customizable, WooCommerce Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

This Solution provides a quick overview. (6807)


Square Setup lets you enter your Credentials for connecting to Square to get payments or sales.


If you mis-type an entry such a CCV Security Code, you may receive an unclear error, such as pictured. Re-check the data entered.

This Solution lists possible errors. (6805)


Square Setup lets you enter your Credentials for connecting to Square to get payments or sales.


Auto-Import cannot safely run if import files are in the process of being transferred, saved, or edited. Big Business reports any errors and waits until the files are complete.

This Solution lists possible errors. (6803)


Big Business 11.13 updates Memory Usage. This information is provided for reference in case you have an old computer that might need physical memory added, or you have a new computer that does not allow memory to be added. In general, though, there is nothing you need to do. The system will manage virtual memory to the best of its ability.


Big Business 11.12 updates Quit for new network features supported like Sleep and Hibernate.


Big Business Server supports a number of features, such as Warehouses, that are not availalble in the standalone, 1-User version of Big Business.

Big Business 11.12 extends Middleware by making it Server Only.

This Solution provides details. (6799)


Big Business 11.12 adds the option to include Audit entries in Middleware. Audit shows Created and Modified dates for other records.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution provides details for use. (6798)


Big Business 11.12 adds the option to include Vendors, PO's, and Bills in Middleware. This feature makes it easy to provide up to the minute vendor information to your shipping or other systems.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution pr


Big Business 11.12 adds new fields on the Expanded tab of the Bill:
• Received Date
• Entry #

This Solution provides details. (6796)


Accounts Receivable is a core function in Big Business, which includes features for:
Customer Terms
Customer Credit Checking
Auditing
Reporting

This Solution is a reference for auditing and reporting options.


Big Business Server 11.11 for Windows updates Permissions to fix:
• missing icon for Channels, Square, Batch Duplicate, Contacts
• missing TLS for Authorize.net
• missing PDF for Add PDF


Big Business 11.11 updates App Names for clarity and flexibility.

• Big Business Server 11

This Solution provides additional details. (6792)


Receive Payment lets you record a customer payment and apply it to their open invoices.

Big Business 11.11 updates sorting of columns.

This Solution describes this feature.
(6791).


The Windows 10 April 2018 Update to Version 1803 causes problems with Fonts in Big Business 10 and Big Business 11. Big Business 10.29 includes a fix but will not be updated for compatibility with Windows 10 Version 1803. Big Business 11.10 includes a fix and will receive a Database Update to be Certified for Windows 10 Version 1803.


Smart Rounding updates calculation rounding to reduce input errors.

This Solution will provide details (6788).


Edit Cost is a hidden feature to allow the Cost to be edited on transactions.

Big Business 11.10 changes the Tab-order for Cost fields so they are easier to enter on the Profit tab of Sales Orders and Invoices.

This Solution may provide additional details.
(6787, 30105, 30107)


New Networking allows Big Business Clients to Sleep. For days. Custom Sleep lets you set how soon, in minutes, you want Sleeping Clients disconnected.

This Solution provides details for using this feature.
(6786, 31213, timeout)


This Solution provides compatibility information for Big Business and Windows 10 April 2018 Update available April 16, 2018. (6676)


Big Business includes multiple Plugins, which provide additional functionality. Plugin Updates are included in Big Business Updates and handled automatically. When you install an Update to Big Business Server your Big Business Clients automatically get the new Plugins.

This Solution just provides a quick refence for changes to Plugins. (6784)


Last Four is a concept at this point. We are working on a new feature to support multiple account numbers, seamlessly. For example if you have a credit card (ending 2168) and add it to your phone it gets a new number (ending 4149). Then when you add it to you watch it gets another (ending 4156). This makes life hard for Accouting when submit expense receipts and the have three different Last


The Channel tool lets you set your contact information for a channel.

For example, for "wholesale" (pictured) you might want:
- Logo or branding for your "wholesale" division
- Links to your B2B "wholesale" web store
- Contact info for your "wholesale" team

Then create a "retail" Channel as well and set Customers or Contact to their Channel. Quotes, Orders, and Invoices will automatically us


Big Business includes numerous features that are hidden until you turn them on. Past examples include:
- Discounts
- Docs tool for attachments
- Email


Going forward, we trying to make these hidden features. (6781)


Any API is our initiative to offer free connectivity to any api, such as any:
• software as a service (SaaS)
• CRM
• web store

Big Business is already wired to connect to a number of REST API's such as:
• BigCommerce
• Shopify
• Square

These connections are built-in and available with Big Business Enterprise. If you have another service you would like to connect instead, please let us kno


Big Business Server is easy to deploy on Amazon Web Services. You can do proof-of-concept on a free trial (t2.micro with 1gb) or go straight to a usable amount of memory (t2.large with 8gb or better). You must allow access to aws (security group) and to windows (advanced firewall) for Ports 19812 - 19814 before you can connect remotely.

This Solution provides details. (6779)


With your help, we have tried several iterations of optimized Clients. This revealed issues with operating systems, plugins, networking, and ultimately a path forward. The solution is a wholesale change in Big Business 12, which is 100% 64-bit. Hopefully this is not too disruptive, other than being so fast you can't wait.

This Solution provides details (6778).


Ship-To Lookup is a new feature to simplify:
- choosing a location for customers with many Ship To addresses
- choosing a contact for customers with many buyers
- B2B ecommerce from companies with multiple purchasers
- importing Orders for customers with multiple Ship To addresses

This Solution provides details (6767).


For Big Business 11, Servers are optimized for 64-bit.

For Big Business 12, Clients will be optimized for 64-bit.

This Solution provides details (6776).


Not Optimized is a new warning in macOS High Sierra. Apple is telling us that in the macOS after macOS, this app may not run because only 64-bit apps may be allowed.

Optimized, 64-bit versions of Big Business are being tested. This Solution provides details. (6775)


This Solution describes Auto-Import Settings. (6773)


Currencies is an add-on for Big Business Pro that lets you buy or sell in another currency. It makes it simple to print or email quotes or invoices in another currency. And it automatically handles the accounting when the exchange rate changes.

This Solution tests settings for Bitcoin. (6772)


Auto-Import lets you post files to a folder to have them automatically imported to Big Business. The basic setting is to put CSV files for Orders into a folder and have them automatically appear as New Orders. Advanced options include creating Customers, first, using a share like Dropbox, and so on.

This Solution describes this option. (6771)


Hide/Show settings on the Employee card, Access tab, let you set employees to see, or not see, certain controls. Among these are Custom Tabs, the Duplicate button, the Memorize button, and the TaxJar Lookup button.

This Solution describes this option. (6770)


Big Business lets you control the cascade of settings and data. This usually takes some thought to optimize. You might choose System Settings to Hide features that you then Show only for select users. Or you might choose workflow that automatically sets Tax Status when a customer orders to an alternate Ship-To Address. This usually comes down to a personal, or personnel, decision about what wo


Drop-Ship Warehouse is a customization that automatically sets the Warehouse when switching the Ship-To. This lets you set the best Warehouse to use for each of your customer's Addresses.

This Solution provides details (6768).


Ship-To Lookup is a new feature to simplify:
- choosing a location for customers with many Ship To addresses
- choosing a contact for customers with many buyers
- B2B ecommerce from companies with multiple purchasers
- importing Orders for customers with multiple Ship To addresses

This Solution provides details (6767).


Big Business 12.12 includes a security update. If you receive a security error, update the program you are running. For example, if you are running Big Business Client, install the latest to have the latest built-in security.

Big Business 10.25 and 11.5 update TLS for connecting to secure systems.

This Solution provides details. (6766)


TaxJar Connect uses Smart Tax to switch the Tax Status on Quotes, Orders, and Invoices by matching the Shipping State on the transaction to the State entry on Tax Status.

Smart Tax can also be used by custom solutions like BizApp for iPad.

This Solution provides details (6765).


Smart Inventory updates inventory. By looking more closely at transactions, Smart Inventory is able to correctly interpret anomalies such as having switched an Item from Inventoried to non-Inventoried, or vice versa.

Big Business 11.16 allows changing the Inventoried checkbox when Smart Inventory is on. Earlier versions require setting the Item to Obsolete, first.

This Solution provides detail


Shipping Method lets you create a List of the ways you ship. Shipping Method can be assigned on Quotes, Orders, and Invoices and included on all printouts.

Shipping Method can be assigned for Customer so it is automatically set for their new Quotes, Orders, and Invoices. Shipping Method can also be assigned to Contacts so that it is automatically set when changing the Ship-To on Quotes, Orders,


You shouldn't have to suffer the latest software "improvements" without being able to disable them. As much as possible, new features in Big Business start as options that you turn on and transition into features you can turn off. So if you see you see a change you don't like, odds are there is a Feature Undo for it.

This Solution provides some examples (6762).


Big Business 11 updates Button Labels.

This Solution provides details. (6761)


Big Business 11 offers New Networking to support new features like:
• 64-bit Server
• Sleeping Clients

Big Business 11.4 updates settings to optimize performance.

This Solution provides details. (6760)


Big Business 12.13 fixes Server Registration.
Big Business 11.34 fixes Server Registration.
Big Business 11.4 fixes Server Registration.

This Solution describes this feature. (6759)


Big Business 11.4 fixes a problem with Search Startup for Customer Search on Refunds and Customer Reports.

This Solution provides details. (6758)


The Refund tool automatically creates refund checks for:
• Unapplied Payments - unused customer deposits and overpayments
• Negative Balance Invoices - unused credit memos and returns

This Solution describes this feature. (6545, 30123)


This Solution provides compatibility information for Big Business and Windows 10 Fall Creators Update available October 17, 2017. (6676)


Batch Duplicate was being tested to automate recurring sales. This was an idea to handle club sales and is great with the same items but lacks flexibility for varying items.

Big Business 11.30 and 12.10 remove the Batch Duplicate button from the Invoices Search. (6755)


Batch Selection uses selected entries instead of all found for Batch operations like:
• Batch Delete
• Batch Duplicate
• Batch Printing

This adds flexbility and reduces errors. This Solution provides details. (6754)


Square Connect lets Big Business get all orders from Square, from:
• Point of Sale - Square's free app for invoicing on iPhone, iPad, or Android
• Web store(s) - using Weebly, Woo, Square, etc.
• Square Invoices - entered in a browser on your computer

Items sold on the go, on the web, or in your shop, are added to an Order in Big Business for fulfillment. This is a terrific solution for distr


Bundle Price is a custom, calculated Column for Items Search.

This Solution describes using this option. (6751)


Attach a screen shot of a window to any transaction in Big Business. This video shows how to capture a screen shot of a window on macOS or Windows. (6750)


You can use macOS Numbers to edit a spreadsheet and Export as CSV. Big Business imports CSV. This video shows how. (6749)


Big Business 11 adds the Contacts tool for quick access to phones, emails, and shipping addresses, where you need them.

This Solution provides details. (6747)


The Authorize.net Add-On processes credit cards using the Authorize.net gateway just like a web store. Security Updates on your computer can block or delay processing.

Big Business 11.2 fixes timeout issues on High Sierra.

This Solution provides troubleshooting tips. (6746)


Big Business 10 adds the Docs tool allowing you to attach External Documents to any transaction in Big Business. This is handy for PDFs of POs, scanned docs, and more.

Big Business 10.22 fixes File Names with slashes.

This Solution provides details. (6745)


The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.

Big Business 10.22 and Big Business 11.2 fix a problem with the auto-correction that occurs when a Discount is added and an Applied amount needs to be changed, which causes a discrepancy between Balance on the Customer card and what is reported on an Accounts Receivable Aging.

Thi


The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Search features. (6743)


BizApp Connect is an Add-On for Big Business Enterprise to connect a custom app for iPad, iPhone, iPod. It uses the Web Server (HTTP) built into Big Business Server, a custom data format (BBFN), and FileMaker (Apple's DB for iOS, macOS, and Windows).


BizApp11d is for iPad for completing an Invoice on-site and saving changes to Big Business. (6741)


Using a Custom Font for printing is one of the features of Print Styles.

This Solution will provides details. (6730)


Inactive is a growing set of features to control access to old data. Inactive Status lets you hide or prevent the use of entries that are marked Inactive, including:
• Accounts
• Bins
• Contacts
• Customers
• Employees
• Items
• Vendors

This Solution provides details. (6739)


Big Business checks the Components of Built and Bundle Items and prevents sales of items with components that have been marked Inactive.

This Solution provides additional information. (6738)


Unlock Status Inactive lets you allow an Employee to use entries that are marked Inactive.

This Solution provides instructions. (6737)


Big Business is a desktop application that runs on Mac and Windows computers. This gives it direct access to the hardware and systems that you use when you mean business. This means mouse and keyboard, big displays, and your network of printers, shared files, and more.

If you are looking for lightweight and portable, for outside sales, onsite, trade shows, or point-of-sale, please ask about opt


Restricted Access settings are included on the Access tab of an Employee card.

Big Business 13 adds these setttings to Employees Search and the Update tool for reviewing and changing many employees at once.

Settings include:
• Cannot Modify Transactions
• Cannot Delete Transactions
• Cannot Modify / Delete Cards
• Cannot Adjust Negative Items
• Cannot Edit Credit Cards
• Cannot Edit Ite


New features are often available for testing before they are complete. These new features may have a partial entry here. Or they may have no entry here. And they may have Links in the ReadMe document that lists all changes or the Info button (i) that appears in many Labels.

This Solution provides a soft landing. (6734)


Square Connect automatically connects Big Business to the point-of-sale system, Square. Square supports POS, web stores, invoicing, and more.

This Solution provides details. (6733)


If you use Big Business Enterprise edition, with many users and frequent changes, we may install Builds for you. If so, we make is super-simple to Rollback if you encounter any problem with your new changes...

The Solution provides step-by-step instructions for using Rollback. (6732)


Big Business includes Statements for printing or emailing to customers.

Big Business 10.21 updates Open Items Statements to include negative Unapplied amounts.

This Solution will provides details. (6730)


Sleeping Clients is a new Database feature that tries to allow Clients that go to Sleep to automatically reconnect when they wake. This saves users' time avoiding a restart of the application. Of course this doesn't always work as hoped but when it does it's a real timesaver.

This Solution will provides requirements and suggestions. (6729)


Channel is a new setting for Customers and Contacts to assign them to different:
• Distribution Channels
• Marketing Channels
• Retail Channels
• Sales Channels

This helps automate printing and emailing to assign your correct contact information.

This Solution will provide details. (6727)


Unlock Docs is a customization to allow attachments for all entries including:
• entries locked by payment or other processing
• entries in Locked periods

This Solution provides details. (6726)


Tax Status has been added to the Contact card to automate Sales Tax changes when switching Addresses.

This Solution describes the settings for Sales Taxes. (6725)


Big Business 11 adds When Duplicating settings to give you more control over how your team creates new entries. Duplicate is a fabulous time saver, but can lead to errors where duplicated entries have old data. When Duplicating lets you control what happens when entries are duplicated.

This Solution describes these options. (6724)


Big Business for Windows lets you send PDF attachments with Thunderbird.

This Solution provides setup details. (6723)


This Solution provides compatibility information for Big Business and macOS 10.13 High Sierra, available September 25, 2017. (6722)


Big Business includes numerous features for Emailing PDFs. PDFs are a convenient way to send Quotes, Orders, and Invoices, as well as POs, Reports, and Statements. Features for sending emails with PDF attachments automate this task and work with most popular email solutions.

This Solution a quick overview and links to more write-ups. (6721)


Big Business 11 adds Allow Duplicating to give you more control over how your team creates new entries. Duplicate is a fabulous time saver, but can lead to errors where duplicated entries have old data. Allow Duplicating lets you control which entries can be duplicated.

This Solution describes these options. (6719)


Cloud Server optimization refers to changes in Big Business Server for:
• running remotely on Amazon Web Services (AWS), Azure, or similar
• running remotely on a Virtual Private Server (VPS) or similar
• running remotely on a Dedicated Server
• running locally on VMware or similar
• running locally on a shared server computer

Cloud Server optimizations benefit most setups where resources ar


The Update tool on the Employees Search lets you change settings for several employees at once. It includes a growing list of settings for:
• Access
• Hide/Show
• Prefs


The Reload Alert asks if you want to reload data such as Customer defaults when you use Duplicate. Choosing to Reload gives you a fresh start with current information instead of using what was entered on the Quote, Order, or Invoice you are duplicating. Settings like Salesperson or Terms that were changed are updated to be the same as they would be on a new Quote, Order, or Invoice.

This Soluti


This feature updates Customer information when you Duplicate existing Quotes, Orders, and Invoices. This is useful for preventing errors, when using Duplicate to save time. Settings like Ship To, Salesperson or Terms that were changed are updated to be the same as they would be on a new Quote, Order, or Invoice.

This Solution details the Reload Customer feature. (6715)


Big Business 11 includes a redesigned Cache Manager for:
• better performance and scalability
• support for very large cache
• optimized handling
• reduced fragmentation


Big Business automatically creates an Email Subject when emailing Quotes, Orders, and Invoices.

This Solution may provide details.
(6713)


Big Business 10.19 adds Show Memorize to give you more control over how your team creates new transactions. Memorize is challenging because you cannot readily see the entries you have memorized for Recall. It can be cumbersome to maintain a list of memorized entries. With new controls for Duplicate, and some awesome Search improvements, we feel it is more natural to find and Duplicate, so we ha


Big Business 10.19 adds Hide Duplicate to give you more control over how your team creates new transactions. Duplicate is a fabulous time saver, allowing you to duplicate any entry, and great for consistency so new Items or Accounts are formatted similarly and you only need to type minor changes. On the other hand it can lead to errors where important changes are NOT made. So you might wish som


Big Business 10.19 tests including the Title in the Export or Reports, like:
Company Name (Export Date)
Report Title 1
Report Title 2
(6710)


You can use Big Business Mail to send emails directly, without using a desktop email client like Microsoft Outlook or macOS Mail.

This Solution provides setup details for Gmail. (6709)


Big Business uses New Architecture to simplify updating. When you download and install an Update on the Mac, it automatically replaces the one you are running. For Windows, Uninstall the old and install the new. Then, when you start the newly installed Update it automatically opens your Data File.

This Solution provides details. (6708)


Big Business 10.18 updates Wait Cursor use. Earlier versions used a custom cursor within Big Business. The custom cursor was the pointer arrow with beach ball popularized by browsers, but may have caused display issues with some systems. Now Big Business displays the system Wait Cursor when possible. (6707)


Big Business 10.18 adds new Aging reports to test:
Accounts Receivable Aging by Due Date
Accounts Receivable Aging by Due Date (Summary)

These reports are:
- for audit using As Of to back date
- complete without Searches to filter
- Export-only, while testing
- Cloud-Server optimized
- Faster than other backdated agings

(6706)


Big Business is a Windows application. (6705)


Sleep Alert appears in your Big Business Client when your computer goes to Sleep. Turn off Sleep to minimize disconnection from Big Business Server.

This Solution provides details. (6674)


Big Business shows you when Comments are filled in by changing the icon.

Big Business 11 updates these icons so they are easier to see on Line Items.

This Solution describes this feature. (6702)


Big Business 11 adds an Extras folder to the Big Business folder.

This solution details contents and customization options for the new Extras folder. (6701)


Big Business Server 11 for macOS includes big changes:
• 64-bit for High Sierra and beyond
• new Cache Manager for high performance
• full-time encryption for high security
• new support for Sleeping Clients


(6700)


Big Business 11 updates application icons to be:
• non-skeumorphic cube
• vector, scalable

This Solution provides details. (6699)


Big Business can use SQLite
• to offload Client data
• to read data from other apps

Big Business 10.18 updates SQLite support.

This Solution gives a quick overview of SQLite support in Big Business. (6698)


Schedule Days helps you manage payments to Vendors by automatically setting the Scheduled Date on Bills, so they will come up for payment at the right time.

Big Business 10.18 updates Schedule Days calculations.

This Solution provides considerations for Schedule Days use. (6696)


In Microsoft Windows in the Control Panel for Appearance and Personalization is the Display option to Make Text and Other Items Larger or Smaller. Some settings, such as 125%, can cause problems with Search columns being cut off because the scrollbar is resized and covers up part of the last column.


Big Business may use QuickTime:
• to display graphic elements
• to display your Comapany Logo

Big Business 10.17 updates QuickTime Support.

This Solution gives a quick overview of QuickTime Support in Big Business. (6694)


Demo is a version of Big Business that runs on one computer, making it perfect for:
• learning the basics of using Big Business
• training new employees
• testing new features

Big Business 10.17 updates the Demo version to be free.

This Solution gives a quick overview of the Demo version of Big Business. (6693)


Big Business uses AppleScript:
• to automatically create Excel spreadsheets
• to automatically attach PDFs to new messages in Mail

Big Business 11.19 fixes AppleScript Support for Excel.

Big Business 10.17 updates AppleScript Support.

This Solution gives a quick overview of AppleScript Support in Big Business. (6692)



Shows you how to install our macOS Demo:
• to try, train, or tutor yourself in Big Business
• to run Big Business on only one computer
• as a sandbox for testing, training, or tutorial


This feature uses your Employee info when you Duplicate or Convert existing Quotes, Orders, and Invoices. This is useful with the Shipping Add-On when using Shipping IDs on the Employee card. You can duplicate an order created by another user and it will be updated with your information.

This Solution details the Reload Employees feature. (6689)


This feature updates Shipping info when you Duplicate or Convert existing Quotes, Orders, and Invoices. This is useful with the Shipping Add-On. You can duplicate an order created before an address change and it will updated with new information.

This Solution details the Reload Addresses feature. (6688)


Maring Cost is new in Item Prefs and lets you change the basis of margin calcuations.

This Solution will provide details. (6687)


Prefs lets you add a variety of:
• features
• automation
• controls

Until you look, you may not realize these options--that you can click a checkbox to add a new feature into your workflow (or uncheck to reduce clutter). As much as possible these options are laid out on Prefs windows and have Info buttons (i) that link to write-ups.

This Solution gives you a quick overview of some available


Users Settings shows or hides the Settings tab in My Prefs. If you Hide Settings, users will not be able to change Settings themselves.

This Solution describes this setting. (6684)


User Settings let users change settings, such as Auto Zoom. By choosing System Setting they can use the setting you have chosen in the Company card.

User Settings Prefs let you control access to User Settings. By choosing Hide Settings you can block access to User Settings.

This Solution provides details. (6684)


The Inactive Checkbox lets you mark records Inactive.

This Solution provides details. (6683)


Big Business 10.16 fixes a scrolling error on the Master Tag List. The problem occurred when the user selected a custom Font Size, such as a smaller font that would compress one pane and not the other.

(6682)


Limit Payments is a custom feature, added for a distributor who sells through Amazon, to limit the number of Invoices displayed on a Payment. To use this feature, hold the Shift key while choosing the Customer. If you type Shift-Tab, to go to the Date field after entering Payment Received From, the Limit request may appear accidentally.

This Solution describes this feature. (6681)


Shipping IDs are additional fields for shipping information such as:
• Account Numbers for UPS or FedEx
• Email Addresses for notifications

Big Business 10.16 adds ShipID's to the Employee Card.

This Solution describes this feature. (6680)


Assigning Bins uses new tools that improve workflow:

• Autocomplete
• Popup
• Scanning

This Solution provides details. (6679)


You can now edit past Bank Reconciliations to make corrections.

This Solution describes this new feature. (6678)


Big Business 9 no longer works on Windows 10. Big Business 9.10 released in September 2015 included updates to support the first release of Windows 10 only. Later releases of Windows 10 require Big Business 10. Now even if you are running the original 2015 release of Windows 10, Big Business 9 may no longer work. If you have Support for Big Business 9 please contact us for more information.


This Solution provides compatibility information for Big Business and Windows 10 Creators Update launched April 11, 2017. (6676)


Bins is an Add-On to help you locate items in your warehouse.

This Solution provides details. (6619)


Sleep Alert appears in your Big Business Client when your computer goes to Sleep. Turn off Sleep to minimize disconnection from Big Business Server.

This Solution provides details. (6674)


Big Business 10 updates the selection of Fonts making it easier to choose fonts that are nice to work with and for printouts to reflect your business image.

This Solution provides an overview. (6673)


Long Listing loads a longer Customer Lisiting.

This Solution describes this setting. (6672)


Logo Prefs control Logo printing. By default Big Business prints your Logo or Company Name and Address on all forms. A new setting for Letterhead does not print your logo when going to paper, only when you are going to PDF or Email.

This Solution describes this setting. (6671)


Big Business adds Paste to the Docs windows. Click to paste:
• a File copied from your desktop or email attachments
• a Picture copied from email, web browser, photo or picture program
• a Screenshot taken with Print Screen, Alt + PrtSc, Snipping Tool

This Solution provides details. (6670)


Captuvo SL42 is a sled for iPhone that includes:
• Barcode scanner
• Extra battery
• Protective case

This Solution provides an impression of this hardware option when used with BigBizApp10L for tracking inventory locations.


This Solution describes the Bin Group field found on the Bin Card. (6668)

This feature is part of the Bin Quantity Add-On that tracks inventory locations in your warehouse(s).


Items Search can show calculations for the average quantity sold (for last twelve months and last three months) named:
• Avg. Qty Sold 12-Mos.
• Avg. Qty Sold 3-Mos.

This Solution describes using these entries. (6667)


Ship Date is being added to Quotes. This will allow it to carry onto Orders.

Ship Date on Orders has been updated to automatically fill in today's date. (6665)


Keyboard Shortcuts for Dates are being tested. To start, "t" for Today has been added. Dates should highlight when clicked once and change when the Up Arrow or Down Arrow keys are typed. Now typing the letter t will set the Date to today. (6664)


Big Business 10.14 tests Barcodes for Sales Order Line Items.

This Solution provides a quick overview. (6663)


BizApp10L is for iPod Touch or iPhone for Locating stock in your warehouse.

This Solution provides a quick overview. (6660)


The Requisition tool was created for custom functions:
• to load a Sales Order for conversion to a PO
• to load a Sales Order for conversion to a Warehouse Transfer
• to load a Sales Order for consignment to a customer Warehouse
• to create a new request for purchase or transfer from another warehouse

This Solution provides details. (6659)


Stock Prefs control what inventory information you see on Line Items.

For starters, this setting lets you choose what appears on the Expanded tab of the Sales Order with choices for:
• System Setting (recommended)
• Hide
• Show Allocated
• Show Available

This Solution provides a quick overview. (6658)


Big Business 10 has cosmetic changes and removes Allocated Qty from the Expanded tab of an Order.

Big Business 10.14 lets you change Stock Prefs to see Allocated, Available (default), or not. (6657)


If you are using Big Business Server for macOS with Windows Clients and have Updated from 10.3 or earlier to 10.13 or earlier, you may see this error:
Error when executing the method PrintOpt_DestSet... The plug-in method cannot be executed. External routine not found (TobitProXL).

This problem is fixed in Big Business 10.14 and does not occur if you are using Big Business Server for Windows or


MySQL 5.7 updates installers for Windows and some of the syntax for typical changes needed to share data from your Big Buisness Server to shipping workstations running UPS WorldShip, FedEx Ship Manager, and so on.

This Solution provides details. (6655)


The Inventory Sales by Customers report exports a list of items with quantites sold to customers.


The Payments Received for Category Group report will provide a detail list of paid invoices and their category amounts for the selected category group. The report will contain payment date, customer listing, customer code, invoice number, invoice date, invoice amount, group amount, and applied amount, sorted by customer listing.


Font Book is located in Applications on your Mac and includes utilities to validate fonts and check for duplicates. Checking for Duplicate Fonts may fix intermittent slowness or crashing.

Download the latest release. (6645)


Big Business 10 lets you mix Client and Server from different Updates. Updates are different "dot" releases like Big Business 10.9 and Big Business 10.12. You might want to use the newest Client for newest Macs without changing your current Server. Or you might update Server to get new features without needing to change any Clients.

You cannot mix Upgrades, though. Upgrades are different vers


Big Business 10 adds the Docs tool. Docs Prefs let turn on the Docs tool.

Big Business 10.11 adds Drag and Drop for the Docs tool and Docs window.

Big Business 10.15 adds Paste to the Docs window.

This Solution provides details. (6646)


Big Business 10.11 updates Profit % to show negatives only for items being sold at a loss. Previous versions show negatives for returns. For clarity, negatives are displayed in red (except during data entry).

Download the latest release. (6645)


PDF Tools is an Add-On to support customizations that manipulate PDFs to merge, insert, print and more. It is a suite of state of the art tools that may require special installation or support.

This Solution describes this option. (6644)


Company Upgrade lets you activate Add-Ons and Addtional Users for your Company.

This Solution provides details. (6643)


Big Business 10.9 ignores your setting for Auto-Enter Qty and always enters zero. This is a bug that is fixed in Big Business 10.10.

Download the latest release. (6642)


Big Business 10.10 tests reading credit card numbers with a Swiper.

Big Business 12.19 removes Swiper shortcut from Invoice layouts where it interferes with Item Preset for % Taxable.

This Solution will provide test results. (6641)


Customer Lookup is the feature that finds a customer match when using Import or any feature that uses mappings like:
• Alternate Item Code Import
• Auto-Import
• BigCommerce Connect
• Invoice Import
• Order Import
• Payment Import
• Shopify Connect


This Solution describes how Customer Lookup works. (6640)


The Accounts Receivable Aging (Summary) Report provides a standard A/R Aging which can be run As Of a specific past date (backdated). It also includes an Invoice Search so the results can be narrowed to a Department, Salesperson, or other criteria. (6165)


The Accounts Receivable Aging (Summary) Report provides a standard A/R Aging which can be run As Of a specific past date (backdated). It also includes an Invoice Search so the results can be narrowed to a Department, Salesperson, or other criteria. (6165)


Big Business includes Deposit on the Sales Order import mapping. This allows you to import a paid amount from an online store and have it automatically converted into a Payment.

Big Business 12 updates this feature to create Prepayments.

This Soution describes this feature. (6636)


Big Business includes an options for Line Numbers and Sorting on transactions with Line Items like Orders and Invoices.

If you have Custom Forms, they can be automatically updated to support these options.

This Solution describes this option. (6635)


Add Fields are included on Imports where you might need:
To combine separate First Name and Last Name entries:
• Add Billing Name
• Add Shipping Name
• Add Customer Listing

To combine Item Descriptions:
• Add Item Code
• Add Description 1
• Add Description 2

To combine fields used to create unique Customer Codes:
• Add Customer Code
• Add Customer Lookup

This Solution describes this opt


Big Business benefits tremendously from SSD performance from fast storage options:
• Solid State Drives (SSD's)
• Fusion Drive
• Flash Storage

Big Business 10.9 is optimized for:
• SSD hardware
• Virtual Servers (VMWare, Parallels, hypervisor)
• Remote Desktop (RDS, Terminal Server, VDI)

This Solution describes this change. (6633)


To connect Big Business needs an API Key and Password from Shopify. These are generated in the "Manage private app" setup described previously and copied into Shopify Settings in Big Business.

This Solution tells you how to enter private app credentials from Shopify into Big Business. (6632)


To connect Big Business to Shopify you need to log into your Shopify Admin to create a new Private App and get an API Key and Password.

• Private App settings let you control access to Shopify
• API Key and Password let Big Business connect

This Solution tells you how to generate private app credentials for Shopify. (6631)


This Solution describes Registering Shopify Connect. (6630)


Big Business Searches include an Inline Filter at the top of the list window.

Big Business 12.18 updates click speed, switching from system default to instant.

This Solution describes this feature. (6629)


Line Numbers are now an option for transactions with Line Items:
• Quote, Order, Invoice
• Request, Purchase Order, Bill
• Item Adjustment, Warehouse Transfer

Line Numbers enable new features to:
• Show - click to show the Item
• Insert - click to add a row above or below
• Sort - use the Sort button even on saved transactions
• Reorder - click to Move To another row

This Solution describ


Line Prefs control whether you see Line features like Line Numbers.

This Solution describes this setting. (6627)


Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

This Solution provides a quick overview. (6625)


Big Business automatically creates a Warehouse Quantity record for tracking an Item in a Warehouse. For Warehouses with Auto-Create checked this is done when new Items are created. Otherwise this is done as neeeded the first time you buy, sell, or adjust an Item for a Warehouse. (6624)


Employees Search lets you view My Prefs settings for employees, such as:
• Search Prefs
• Docs Prefs
• Auto Zoom Prefs
This gives you a fast way to review or change, using the Update button.

This Solution describes this option. (6623)


Big Business 10 is adding Production features for testing, including:

• Pick Tab on Orders
• Orders to BizApp 10 for iPod
• Bins for locating inventory

This Solution will describe these features. (6622)


Pick Prefs control whether you see the Pick tab.

This Solution describes this setting. (6621)


Pick tab is being added to Sales Orders as part of Production. It will automatically list the components and subassemblies needed for Built items on the Order.

This Solution will describe using this feature. (6620)


Bins is an Add-On to help you locate items in your warehouse.

This Solution provides details. (6619)


Export Prefs let you choose how you want to save exports.

Choices for Column Prefs are:
• System Setting
• Classic
• Archive

This Solution describes the settings. (6617)


Column Prefs let you choose how you want to display Searches.

Choices for Column Prefs are:
• System Setting
• Reset
• Kept

This Solution describes the settings. (6616)


Early Builds of Big Business 10.7 for macOS Sierra and Windows 10 Anniversary can generate a runtime error if Unit of Measure is turned Off. It says, "Error when executing the method "UoM_CheckLI" at line number 38".

Download the latest release, or as immediate workaround turn On the Unit of Measure feature as described here. (6615)


Big Business Server includes the option to check your Data File for errors and performance problems. If you suspect any problem you can run Verify Records and Indexes at any time including while Users are connected.

This Solution provides instructions to Verify Records and Indexes. (6614)


On Exports, Big Business automatically replaces Returns with a Double Space. Big Business 10.7 adds the complementary feature to replace Double Space with Return in Text fields on Imports. This allows easy editing and import of changes to Text fields such as Detail Description or Custom Fields (for web store data) you might change with Update Item Import.

This Solution provides instructions for


This Solution provides compatibility information for Big Business and macOS 10.12 Sierra, available September, 2016. (6611)


Big Business 12.10 fixes a conflict on nested dialogs, like Invoice Prefs on Customer Prefs, that can lock up when the Command key is used.

This Solution details Auto Zoom fixes. (6610)


Big Business 10.6 fixes a regression bug that changes for Refunds can cause blank columns for Date and Invoice # on a Payment.

Big Business 10.22 fixes the pulldown to show Refund where Payment or Prepayment are shown.

The problem can also be fixed by turning On the Refund tool. This Solution explains how. (6607, 30123)


Big Business 10.6 enables Maximize on Windows. In earlier versions of Big Business Maximize is disabled to prevent windows from growing too big. Maximize now repects boundaries.

This Solution describes this option. (6608)


Big Business 10.6 uses Sheet Windows for dialogs on the Mac when Auto Zoom is turned on. On Microsoft Windows a resizable windows is used.

This Solution describes this feature. (6607)


Auto Zoom is being added in Big Business 10. It includes many changes:
• windows automatically open wider
• fonts automatically grow
• margins are added
• windows can be resized
• windows can be maximized

This Solution provides details. (6606)


Zoom Prefs let you choose how you want to display windows. Big Business 10.6 adds Auto Zoom for beta testing.

Choices for Zoom Prefs are:
• System Setting
• Classic
• Auto Zoom

This Solution describes the settings. (6605)


Big Business 10.5 adds the option for Export to include only the Displayed columns. This makes it easy to create custom exports without editing.

Big Buisness 10.12 fixes Export List to work for Categories.

This Solution describes this option. (6604)


Update List has been changed, requiring that you select the rows you want to Update. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.


This Solution describes using on this feature. (6603)


Last Pricing Update is a date for tracking the last date pricing was updated for an Item. It is automatically updated when a Price is changed or can be changed on the Item, by Import, or using Update in the Items Search.

This Solution describes using on this feature. (6602)


MySQL is a popular database platform with connectivity options for many programming languages such as PHP, Perl, Python, TCL, C, Java etc. This means you can easily access this data from a variety of applications written in a variety of programming languages.

The Middleware Add-On is an option that allow Big Business Server to synchronize data with an external data source (MySQL) where it can be


Toolbar Prefs let you choose how you want to display the Toolbar.

Big Business 12 updates the system defaults:
- on the Mac, a Window is used to work seamlessly with Maximize
- on Windows, Full Window is used to include menus

This Solution describes this setting. (6600)


Big Business 10 adds Live List as an option for displaying Searches and Dialogs.

This Solution describes this feature. (6599)


Big Business 10 adds new Searches. This a big feature change, which you can turn On or Off in Search Prefs or toggle by holding Option/Alt while opening the Search. Fixed issues include:
• Sorting by Status, Date, or Number using multiple Sort Columns
• Removing Phone # 1
• Sorting by text numbers
• Category Code blank
• Search Refresh

This Solution details Search fixes. (6598)


Inactive Prefs control whether you see records that are marked Inactive.

This Solution describes this setting. (6597)


Units Prefs control whether you see Units for Qty's on transactions including Quote, Order, Invoice, PO, and Bill.

This Solution describes this setting. (6596)


9.10 Features:
- CSV and FWT for Imports
- Import NULL Support (6565)
- Import Purchase Order Line Items (6564)
- Stored Attachments (6494)
- Description Width (6563)
- New Fields on Imports (6516)
- Ebay for Bigcommerce
- QuickFilter (6562)

9.10 Fixes:
- Custom Fields for Bigcommerce (6308)
- Autocomplete keys (6536)


Big Business includes options for Units of Measure, including:
• abbreviations for units of measure
• counts for each item's units of measure
• conversion of prices and quantities

This Solution describes entering Transactions. (6593)


Big Business includes options for Units of Measure, including:
• Abbreviations for units of measure
• Counts for each item's units of measure
• automatic conversion of Price and Quantity

This Solution describes the Setup for Units of Measure. (6592)


Big Business 10 adds identification for Terminal Server users.

This Solution describes this features. (6591)


Big Business 10 lets you choose Prefs for changing features and include choices for:
• System Setting - use the system setting, built-in or set by your system administrator
• Classic / Hide - use the original feature / hide the new feature
• New / Show - use the new feature / show the new feature

New System Prefs include:
• Column Prefs
• Dialog Prefs
• Docs Prefs
• Export Prefs
• Inactiv


Big Business 10 adds the Docs tool for all transactions. Docs Prefs let you choose how to use the Docs tool.

Choices for Docs Prefs are:
• System Setting
• Hide
• Documents
• Documents and Notes

This Solution provides details. (6589)


Big Business 10.3 lets you change the Avg. Pay Days calculation to a specified number of days.

This Solution describes this setting (6288).


The Show Comments setting includes Comments on Item Adjustment Line Items.

This Solution describes this setting (6287).


Big Business 10 updates the selection of Mac Fonts, from families to faces.

This Solution provides an overview. (6586)


MySQL 5.7.11 fixes compatibility with Mac OS X allowing it to autostart. When Yosemite was released MySQL would not autostart, requiring you to click the start button in System Prefs if the computer was rebooted.

Big Business 10.3 includes a fix for compatibility with MySQL 5.7.8 and higher. Changes to Date formatting in MySQL can block earlier versions of Big Business from making some updates.


Batch Printing simplifies printing multiple forms or Custom Forms together into one PDF or Email Attachment or to Preview or a Printer.

This Solution provides an overview. (6584)


Icon Caching keeps icons in memory for improved performance on disk-bound workstations. Big Business enables icon caching automatically. You can disable it in Company Prefs.

This Solution provides instructions for disabling this feature if needed. (6583)


Big Business 10 adds new Dialogs. Dialog Prefs let you choose how you want to display Dialogs:
• System Setting - use the system setting
• Classic - use the original modal dialogs
• Live List - use new floating dialogs

This Solution describes usage. (6581)


Middleware and Middleware2 are options that allow Big Business to synchronize data through an external data source so it can be more readily accessed.

Big Business 10 updates Middleware adding 64-bit support and compatibility with new versions of MySQL. Big Business 10.13 updates 64-bit and secure-auth support.

Middleware provides select data to Shipping or eCommerce solutions. Security is enh


Big Business Server for Windows is 64-bit. This means it can use a nearly unlimited amount of memory, for stellar performance. And, it means it needs a 64-bit version of Windows to run.

Big Business 10 Server for Windows is certified for Windows 10, Windows 8.1, Windows 7, Windows Server 2012 R2, Windows Server 2012, and Windows Server 2008 R2.

This Solution provides additional details. (6578)


Big Business Server uses a Database that automatically manages its Memory.

You may want to manually adjust Database Memory if, for example:
- you have more than 10 Users
- you have more than 10 years of data
- you process more than 10,000 transactions per month

This Solution provides additional details. (6577)


MySQL is a popular database platform with connectivity options for many programming languages such as PHP, Perl, Python, TCL, C, Java etc. This means you can easily access this data from a variety of applications written in a variety of programming languages.

The Middleware Add-On is an option that allow Big Business Server to synchronize data with an external data source (MySQL) where it can be


Big Business includes a built-in Database, which means:
• no additional purchase
• no additional installation
• no additional setup or configuration

You simply install Big Business and start it.

Big Business 12.25 includes an updated Database with a fix for Quit.

Big Business 12.12 includes an updated Database with a Security Update. Earlier versions may not work correctly or optimally with


Big Business 10 adds new Searches. Search Prefs let you choose how you want to display Searches:
• System Setting - use the system setting
• Classic - use original searches with automatic Find dialog
• Search - use new searches with automatic Find dialog
• Live List - use new searches without automatic Find dialog

This Solution describes usage. (6574)


This Solution provides system requirements and compatibility information for Big Business 10, available December, 2015. (6573)


Big Business 10 is updating Tool Names for simplicity and clarity. For example:
• Customer Search is now Customers
• Receive Money is now Payment
• Make A Payment is now Pay
• Requisition is now Request
• Bookkeeper is now Accounting
• InfoCenter is split into Contacts and Reporting

This Solution provides brief explanations. (6571)


Big Business 10 updates default fonts. (6569)


This Solution provides compatibility information for Big Business and OS X 10.11 El Capitan, the Mac OS upgrade being released September 30, 2015. (6567)


Imports now handle NULL values. In database-speak, NULL is a value that is not an value. For comparison, blank is a value that can replace an existing entry and make it blank. Importing NULL does not replace an existing or default entry. This is handy if you want one import mapping that sometimes replaces a default address, or price, and sometimes does not.


This feature automatically handl


The Import for Purchase Order Line Items creates Vendor POs with Items from a Tab-Text import file listing each Item.

Like other Imports, it can use a Default Vendor or Default Item to complete POs and and allow the import to complete when there is incomplete data.

This Solution describes its use. (6285)


Description Width lets you change the width of Descriptions on printouts. An entry like 50% will narrow Description 2 by half and widen Description 1 to fit.

Big Business 10.14 updates Description Width to work for zero, to remove Description 2.

This Solution describes this Setting. (6563)


This Solution provides compatibility information for Big Business and Windows 10, available starting July 29, 2015. (6561)


Big Business 9.9 adds a QuickFind entry for Contacts to the Customer Search.

This option makes it easy to find the Additional Contacts belonging to a group of Customers, such as All customers or those assigned a particular Salesperson. These Contacts are added to Customers to record Shipping Addresses , Email Addresses, and more.

This Solution describes this QuickFind entry. (6560)


The QuickFind on the Item Card includes:
• Built Items
• Component Items

These options may be convenient for updating Bill of Materials information using an Export to edit and re-import with the Build/Bundle Line Item Import, or to check stock levels of related components or built items.

Big Business 9.9 adds the option to find Components.

This Solution describes these QuickFind entries. (655


Big Business 9 updates Listing Scrolling to aim for the middle. Before, when a Listing like Customers or Items appeared the selected entry might be at the very top or bottom so you couldn't see other choices immediately. Now it should put the selected entry in the middle so you can see entries above and below without scrolling.

Big Business 9.9 fixes Listings which could scroll unpredictably wi


Big Business 9.9 adds Copy Comments in the Customer Card Prefs. This feature copies Comment from the Customer Card to the Private Comments on new Quotes, Sales Orders, and Invoices. (6556)


Big Business 10 includes a new Database to support Retina Display.

Retina Display is Apple's name for high resolution screens found on iPhones and iPads and now on iMacs and MacBooks. Retina makes it easier to work by providing sharper images and crisper text.

This Solution provides information about Retina. (6555)


Big Business 9.9 adds Check Order # in the Sales Order Prefs. This feature applies to the Sales Order tool, when using the using the Edit Order # option. It also applies to Imports, including Cloud Services and Web API.
(6554)


The Import window lets you view, edit, and save Import Settings that can be used by automatic imports, connections to external API's, and the built-in Web API, later.

The Import window can also perform an import, now. When you click the Import button, Big Business may display a confimation dialog asking you to confirm that you want to import now.

This Solution provides details. (6552)


Bigcommerce uses Product Categories and requires these be set to create new Products--making them easier for customers to find.

This Solution describes this feature of the Bigcommerce Add-On. (6550)


Add To Labels lets you choose a field to include on Price Labels.

This Solution provides details. (6548)


The option for Price Labels No Price has been added to Print Options for:
• Bill
• Bill Search
• Item
• Item Search

This Solution provides details. (6547)


Access to business-to business (B2B) e-commerce functions is set on the Employee Card, on the Secure Web tab. Granting access lets the employee use credentials (securely stored API keys) to perform a task, like clicking a button in Big Business to automatically create a Customer in your online store.

This Solution provides details. (6546)


The Refund tool automatically creates refund checks for:
• Unapplied Payments - unused customer deposits and overpayments
• Negative Balance Invoices - unused credit memos and returns

This Solution describes this feature. (6545, 30123)


For business-to business (B2B) e-commerce, Big Business creates and updates Items in your web store. This makes it easy to:
• enter (or import) Item details once, minimizing errors
• automatically update Items' stock levels, prices, etc. in your web store
• give employees access to make changes to Items' attributes

This Solution provides details. (6542)


Access to Cloud Services is set on the Employee Card, on the Secure Web tab. Granting access lets the employee use credentials (securely stored API keys) to perform a task, like clicking a button in Big Business to automatically create a Customer in your online store.

This Solution provides details. (6543)


For business-to business (B2B) e-commerce, Big Business creates and updates Customers in your web store from Additional Contacts in Big Business. This makes it easy to:
• give customers access to your web store from more than one email address
• give customers their pricing
• give employees access to make changes

This Solution provides details. (6542)


Business-to-business (B2B) ecommerce presents several challenges such as:
• giving customers access to your web store
• giving customers their pricing
• giving employees access to make changes

This Solution describes B2B Add-On features. (6540)


Autocomplete speeds data entry by showing you a possible match that you can select by typing Tab and a list of choices you can select by typing Down Arrow.

This Solution describes using this option. (6536)

Big Business 9.8 adds this feature for testing.


Big Business 9.8 adds controls for Zap Gremlins, a feature that automatically replaces problem characters in text.

This Solution describes using these options. (6535)


Big Business 9.8 adds Exchange Rates for exporting and reporting in a foreign currency.
This extends the Multi-Currency Add-On to provide a convenient way to report results in another currency.

This Solution describes using these features. (6534)


The Web API Import Settings use the standard Import Settings with a few additions:
• Fields/Notes lets you enter a list of Fields Available for Insertion and any Notes
• Fields/Notes lets you Paste sample JSON or XML to extract Fields automatically
• Fields Available for Insertion are listed in Xpath notation
• Web API Imports should be saved with a web-friendly name

This Solution provides de


Web Server is an Add-On for Big Business Server to support:
• BizApp Connect -- to connect a custom app for iPad or iPhone
• Web API -- an application programming interface

This Solution provides details. (6532)


The Web API sends a response to let you know the status of each entry submitted.

This Solution provides an example. (6531)


Web Server Settings lets you change settings used by the Web Server and Start or Stop the Web Server. The Web Server Settings tool is found on the Maintenance toolbar in your Big Business Client.

This Solution provides addtional details. (6530)


Alerted indicates a message that would normally be displayed as an Alert dialog. For Imports or other automated tasks, "Alerted (6528)" tells you that the source of the message is Big Business.

This Solution provides details. (6528)


Conformed indicates a message from an Import or other automated task where the data was changed. "Conformed (6527)" tells you that the source of the message is Big Business.

This Solution provides an example. (6527)


Confirmed indicates a question that would normally be displayed as a dialog. For Imports or other automated tasks, "Confirmed (6526)" tells you that the source of the message is Big Business and that a default choice was automatically selected.

This Solution provides an example. (6526)


Asserted indicates a message that would normally be displayed as an Assertion dialog. For Imports or other automated tasks, "Asserted (6525)" tells you that the source of the message is Big Business.

This Solution provides details. (6525)


Reported indicates a message that would normally be displayed as an Error dialog. For Imports or other automated tasks, "Reported (6524)" tells you that the source of the message may be the Database, a Component or Plugin, or the Operating System.

This Solution provides an example. (6524)


Invalid is an error indicating a required entry is missing or not valid, such as not having a Customer on an Invoice.

This Solution provides details. (6523)


Big Business Imports check for errors, such as missing or mismatched data. Because you may be importing hundreds or thousands of entries, if there are any errors from an Import, you will have the option to save them as a text file for review.

This Solution provides examples. (6522)


Big Business lets you access the Server Administration window from Big Business Client.

This Solution provides details. (6518)


Big Business includes a Comment button for:
• Misc Bills
• Misc Sales

Big Business 11 updates this Comment button to use icons. The Comment icon for Harmony and Helios Icon Styles have been updated with black for better visibility.

Miscellaneous tools are convenient for creating transactions:
• that are without Line Items
• that do not need printing
• that you enter in a list
• that you I


Big Business 9 adds new fields for Imports, including:
To combine separate First Name and Last Name entries:
• Add Billing Name
• Add Shipping Name
• Add Customer Listing

To combine Item Descriptions:
• Add Item Code
• Add Description 1
• Add Description 2

This Solution describes this option. (6516)


This Solution describes the Bigcommerce Add-On. (6514)


This Solution describes Notificiations from the Bigcommerce Add-On. (6513)


This Solution describes registering BigCommerce Connect. (6512)


This Solution describes entries for Bigcommerce Settings. (6511)


This Solution describes entries for Bigcommerce Settings. (6510)


Capture Window is being tested.

This Solution provides an overview. (6509)


Disable Inventory Update lets you defer changes to current inventory for back-dated Bills and Invoices.

This Solution provides an overview. (6506)


If you rely on Sent Mail to remind you what information you've given customers, you'll love Big Business Mail, which lets you:
- share the information you've sent to customers with other Big Business Users
- share the information other Big Business Users have sent to customers

Big Business Mail respects that people like email from people and lets each user send from their own email, be it corpo


Big Business Mail lets you send email using multiple accounts including Hotmail.

This Solution provides setup information (6505)


10042 'SMTP 550 - Requested action not taken: mailbox unavailable' may indicate your account is protected and needs to be authorized. For Hotmail.com, Outlook.com, etc. accounts sign in with a browser to check for alerts.

This Solution provides troubleshooting information (6504)


Send Email shows you a selection of Email Addresses:
• Email Address on the Customer
• Email Addresses from Contacts for the Customer

This Solution describes using this dialog. (6503)


The Unreconciled Items Reports shows you unreconciled items--checks, deposits, transfers--for the Bank Account and Date Range you choose. For comparison it shows the General Ledger Ending Balance--as of the end date--and the Reconciliation Balance--from the last Reconcilation in the date range.

This Solution describes this report. (6502)


Big Business includes a PDF Emailer for Windows for automatically creating and emailing PDFs.

This Solution describes using this feature. (6501)


The Sort button for Line Items permanently sorts the contents of:
• Quote
• Order
• Invoice
• PO
• Bill

This Solution describes using this feature. (6500)


From (Quote / Opportunity) has been updated to take a Sales Order Number and copy any Open Items to the current Sales Order. (6499)


Big Business 9.5 Server is signed for the new Firewall in Mac OS X Mavericks. (6498)


Big Business 9 automatically updates the Cost for Built Items.

Big Business 9.9 adds the option to Set Built Weight at the same time.

This Solution describes these features. (6497)


The Trial Balance reports:
• Trial Balance (Summary with Balances)
• Trial Balance (Summary)
• Trial Balance (Detail with Balances)
• Trial Balance (Detail)
have been updated for speed and to include Balances.

This Solution provides details. (6496)


This Solution provides compatibility information for Big Business and OS X Yosemite, the Mac OS upgrade to be released Fall 2014. (6395)


Big Business automatically stores Documents that you Attach:
• from the Folder tab on Customer, Vendor, Item, Contact, or Employee
• from a Note, to yourself or another user
• from the Docs Folder on transactions like Quote, Order, Invoice

Big Business automatically shares Stored Documents so they are available:
• to any Big Business Client, on Mac or Windows
• to the Note recipient
• to re


Company Prefs are on the second tab of the Company card on the System toolbar. These settings affect all Users (unless they override with their own User Prefs). All Connect settings for APIs are found here except Web-Server and Web-API settings that are per-user and found on Employee card.

This Solution decribes this feature. (6493)


Big Business 9 adds Item Comments to Item Adjustments to easily record Lots or Serial Numbers or other specifics about each item being adjusted.

This Solution decribes this feature. (6492)


Big Business automates printing--to allow you to select printers, send to iPad or Email, or include a PDF--and relies on a Default Printer being properly configured.

This Solution provides brief instructions for creating a Default Printer. (6491)


BizApp9 is for iPad and iPhone for reviewing Invoices, Customers, and Items from Big Business. (6490)


Add New Customer lets you create a New Customer Card from the Customer Search.

This Solution describes this option. (6487)


The New Window setting lets you choose to always open a new window. The default setting in Big Business is to only open one Order, one Item Adjustment, one instance of any tool.

You can hold Shift to open another instance of a tool, so a new Order won't force you to close another Order already open on your screen.

Or you can change the New Window setting in My Prefs to Advanced, which will alwa


The General Ledger reports:
• General Ledger (Summary)
• General Ledger (Detail)
have been updated for speed and to include a Search.

This Solution provides details. (6485)


Big Business is not vulnerable to the Heartbleed bug.

"The Heartbleed Bug is a serious vulnerability in the popular OpenSSL cryptographic software library."

Big Business can use OpenSSL when the following functions are enabled:
• Secure Passwords
• Secure Credit Cards
• Authorize.net credit card processing
• Encrypt Client/Server Connections
• Secure Server for iPad
• Secure Web Server

Th


Comment has been added to the Contact Card, Employee Card, and Vendor Card.

This Solution describes its features. (6483)


Big Business 9 updates emailing from a Customer Card:
• Customer Transaction Report
• Customer Aging Detail Report
• Statement, Balance Forward
• Statement, Open Item

This Solution describes this option. (6482)


Choosing the Default Receivables Category (6479)


Changing Customer Default Financial Categories (6478)


Setting Other Customer Preferences (6477)


Setting More Customer Defaults (6476)


Setting Customer Defaults and Options (6475)


Setting Customer Preferences (6474)


To Receive a Miscellaneous Payment (6473)


Receiving Miscellaneous Payments (6472)


Viewing Payment Posting Information (6471)


To Receive Money from a Customer (6470)


Applying Payments to Invoices (6469)


Entering Customer and Payment Information (6468)


Receiving Money (6467)


Assessing Finance Charges (6465, 30120)


Entering a Miscellaneous Sale (6464)


Viewing All Posting Information (6463)


Viewing and Changing Category Information (6462)


Receiving Payments in the Invoice (6461)


Viewing the Payment History (6460)


Built-In Email is being tested.

This Solution describes possible options. (6459)


Big Business 9 updates Graphs.

This Solution describes this option. (6458)


If Big Business 9 Clients get a Runtime Error on startup saying, Error when executing the method xSetStringsItem at line number 13, Array Range Check Error, the problem may be running Big Business 9.2 Server on an older Mac OS, which can can modify a Resource File downloaded by Clients.

This Solution describes this option. (6456)


Big Business 9 adds iPad Staging

This Solution describes this option. (6455)


Big Business 10 updates Icons for Retina and additional customizability. Icon Prefs let you choose the Icons you want to use.

This Solution describes this option. (6453)


Customer Comment appears on the Customer Card now in the lower right so it grows.

This Solution describes its features. (6452)


The iPad Button appears on entries that may be sent to iPad or iPhone. (6451)


The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes printing reports. (6450)


Big Business 9 automatically converts import files coming from Unix systems--such as Linux, which often used to host online shopping carts or web stores. (6449)


Big Business 9.2 includes a couple of ListBoxes for testing. One is on the Customer History. Another is Filed Notes, where new Notes from the system or other users are listed. (6448)


The Middleware2 AddOn is an option that allows Big Business to synchronize data with an external data source (such as MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution provides an overview. (6447)


The Middleware2 Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated. This Solution describes its error handling (6446).


The Middleware2 Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated. This Solution describes its error reporting (6445).


The Middleware2 Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated. This Solution describes its connection settings (6444).


Big Business 9 tests the option to use a Hierarchical Listing for Customers.

This Solution provides details for use. (6358)


Adjusting Invoice Prices and Profits (6442)


Loading Quote or Sales Order Information (6441)


Entering Item Information (6440)


Entering Customer Information (6439)


Creating a New Invoice (6438)


Working with Invoices (6437)


Checking the Invoice History (6436)


Adjusting Sales Order Prices and Profits (6435)


Loading Quote Information (6434)


Understanding the Order Status (6433)


Entering Item Information (6432)


Entering Customer Information (6431)


Creating a New Sales Order (6430)


Working with Sales Orders (6429)


Adjusting Quote Prices and Profits (6428)


To Enter Quote Information (6427)


Entering Item Information (6426)


Entering Customer Information (6425)


Creating a New Quote (6424)


Working with Quotes (6423)


To Work with Quotes, Sales Orders, and Invoices (6422)


Understanding Quotes, Sales Orders, and Invoices (6421)


To View the Customer History (6420)


Viewing the Customer History (6419)


To Define Customer Terms (6418)


Defining Customer Terms (6417)


Setting Customer Terms (6416)


To Enter Financial Information (6415)


Entering Financial Information (6414)


Entering Additional Contacts (6413)


Entering Basic Customer Information (6412)


Opening Customer Cards (6411)


Working with Customer Information (6410)


Customers (6409)


The Middleware2 Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution provides details for use. (6408)


More Keyboard Shortcuts (6407)


Keyboard Shortcuts (6406)


Backing Up Your Data (6405)


Using Tool Tips (6404)


Using Big Business Help (6403)


To Add a Tool to the MyDesk Toolbar (6402)


My Desk Toolbar lets you customize a default toolbar for quick access to your most-used tools. (6401)


Setting Big Business Preferences (6400)


Sorting Lists (6399)


Saving a Window to Disk (6398)


To Choose Items in QuickChoose Lists (6397)


Working with QuickChoose Lists (6396)


To Convert a Window (6395)


Carrying Information Forward (6394)


Adding Comments was requested by a customer that loves the platform--using the database for specifics of their industry (architectural hardware) and Big Business for their accounting--and has contributed greatly to Big Business. Adding Comments lets them record searchable comments--for Misc Bills for transparency, auditing, or review--quickly and efficiently.

This Solution describes Adding Comme


To Add a Folder Note or Attachment (6392)


Big Business lets you add Documents and Notes:
• on the Folder tab on Customer, Vendor, etc.
• in the Docs Folder tool on transactions

This Solution provides an overview. (6391)


Using Customized Fields (6390)


Assigning Tags (6389)


Tracking Miscellaneous Information (6388)


Viewing Search Results (6387)


Finding All Records (6386)


Combining Search Criteria (6385)


To Search (6384)


Search Name, Search Type, and Search Value (6383)


Searching (6382)


To Recall Transactions (6381)


Memorizing and Recalling Transactions (6380)


Using Print Preview (6379)


To Print (6378)


Printing (6377)


Understanding Locked Windows (6376)


To Use Go To (6375)


Getting More Information About Line Items (6374)


To Delete a Line Item (6373)


To Add a Line Item (6372)


Entering Line Items (6371)


To add an item to a QuickPop list (6370)


Editing QuickPop Lists (6369)


To select from a QuickChoose dialog box (6368)


To select from a QuickPop list (6367)


Entering Information in Predefined Fields (6366)


To Enter Text into Data Fields (6365)


Entering Text into Data Fields (6364)


Typeahead (6363)


Entering Data (6362)


Saving Data (6361)


Moving Between Fields in a Window (6360)


Using Tabs (6359)


Big Business 9.1 adds the option to include Customers in Middleware. This feature makes it easy to provide up to the minute customer information to your online store, web site, or other systems.

Big Business 9.1+ fixes updating and adds Tags for Customers and Contacts.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it c


Using Action Buttons: Find, Listing, Carry Forward (6357)


More Action Buttons: Print, Attach, Export (6356)


More Action Buttons: Delete, Duplicate, Memorize (6355)


Using Action Buttons: OK, New, Cancel, Delete (6354)


Using Big Business Windows (6353)


This Solution Database is the primary source of documentation for Big Business including Features, Fixes, and Extras. Where practical we may also provide PDFs, such as the GettingStarted.PDF found in the Docs folder in your Big Business Client Application or Program folder.

This Solution describes documentation options for Big Business. (6352)


BizApp9d is for iPad for completing an Invoice on-site and saving changes to Big Business. (6351)


Hiding the Toolbar (6350)


Using the Toolbars and Tools Menus (6349)


To Open a Window from the Toolbar (6348)


Using Toolbars (6347)


To Understand the Structure of Big Business (6346)


Understanding the Structure of Big Business (6345)


Big Business 9 changes the default for Auto-Enter Qty for New Data Files. (6344)


Signing Out (6343)


To Sign In (6342)


Signing In (6341)


Basics (6340)


To Finish the Setup Process (6339)


To Enter Item Information (6338)


To Enter Vendor Information (6337)


To Enter Customer Information (6336)


Big Business 9 adds AutoScroll for testing. (6335)


Big Business has QuickSupport built-in. QuickSupport enables remote support. Just turn it On and provide us the ID and we can connect to help with any problems. (6334)


To Enter Account and Category Information (6333)


BizApp8c is for iPhone for making deliveries, getting a signature, and emailing a PDF to the customer and for your accounting. (6332)


Add PDF is a customization to automatically includes a PDF containing Terms and Conditions or other needed information when printing or emailing a Sales Order or Purchase Order. (6331)


Big Business 9 added the option to Update On Server. This feature tried to improve Client performance for Remote Clients by offloading updates to the server.

Unfortunately, this feature make errors possible, like making repeated changes before updates are processed.

This feature is being removed and its setting is ignored in Big Business 11.30.
(6330)


On the Invoice Overview, you can tap the Email button to send a PDF of the Packing Slip to the Customer and/or your Company email address. (6328)


On the Invoice Overview, you can tap Status to change the entry and edit Comments. (6328)


On the Invoice Details, you can tap Received By to get a signature. (6327)


On the Invoice Details, you can Add or Delete line items, edit Quantities, and tap Received By to get a Signature. (6326)


On the Customer details, tap the Map button to get a map. (6325)


The Invoice lets you tap to go to Customer details, Invoice details, and Status. (6324)


The Filter button lets you show only the Invoices with the Status you select, such as Paid or Unpaid, Delivered or Undelivered, or a customized entry. The Sort button lets you sort by options such as Company, Invoice #, or Date. (6323)


The Update button (+) gets any new Invoices sent from Big Business to your iPhone. It also updates Products you can put on Invoices and Customers you might need to call or Map for delivery. (6322)


Big Business 8.7 adds Currency support to the Customer Receipts Import.

This Solution describes using this entry. (6321)


Big Business 8.7 adds Currency support to the Invoice Line Item Import.

This Solution describes using this entry. (6320)


Big Business 8.7 updates State fields to fit County. (6319)


Getting Started with Big Business. (3142)


Big Business 8.7 fixes a problem with Middleware that Sales Orders, Invoice, or Items may not appear in MySQL if they contain newer, longer entries.

This Solution provides details. (6316)


Big Business 9 improves visualization with Listboxes thoroughout. One benefit is Shade Row that shades alernate rows for improved legibility. (6315)


Big Business 8 adds Item Commission Type. Item Commission Type is included in Exports of Detail reports along with Item Commission %, Paid Amount, and Paid Date, making it easy to calculate:
• Spiffs - where a spiff applies to specific items
• Complex Commissions - where commission percent is varying, protected, privileged, graduated, or insufficient.
• Bonuses - where a bonus applies to select i


Big Business 9 includes a new Database for compatibility with Windows 8.1 and OS X Mavericks.

Database is the core of a business solution. Big Business includes an exceptional choice, built-in so cleanly you don't need to think about it. But the specs are of interest if considering targeted customization, shopping for new hardware, or just updating your OS.

This Solution provides Database info


This Solution provides compatibility information for Big Business and OS X Mavericks, the Mac OS upgrade released on October 22, 2013. (6312)


This Solution provides compatibility information for Big Business and Windows 8.1, the Windows Update released on October 17, 2013. (6311)


Automatic Backup includes the option, Use Log File. Logging creates an entry for every change made in Big Business, which can be used with:
• Rollback - to revert to a prior state, say five minutes ago, to recover from an error
• Integrate - to maintain a live mirror for failover
• LogTools - to get detailed information about changes for audit purposes (enable Show User Names on Server)

This Sol


Big Business includes an optional Custom Tab with 33 Text Fields that appear on the Customer Card and Vendor Card.

This Solution describes settings. (6308)


Big Business validates a connecting iPad's Device ID for security. If you replace the iPad, click Delete to remove the old and allow the new to connect.

iOS 7 changes security settings and the Device ID. If you update an iPad to iOS7, click Delete to remove its old ID and allow it to connect with its new ID.

This Solution describes resetting the Device ID on the Mobile App tab of an Employee C


Big Business includes the option to Check Customer PO for Sales Orders. This setting alerts you when a the selected Customer has used the same Customer PO# before.

Big Business 9.8 extends this feature to Imports, including Cloud Services and Web API.
(6306)


Big Business 8.7 adds Alert Info to include a link to additional information on Alerts.
Big Business 9.9 updates Alerts to display longer messages such as those returned by Cloud Services.
(6305)


Big Business 8.7 updates Audit features that audit or log the creation and modification of records. Audit Refence adds Ref # to include entries such as Invoice Number or Sales Order Number when searching or showing created, modified, or deleted entries.

This Solution describes new features. (6304)


Big Business 8.7 adds Warehouse Code to the Invoice Line Item Import.
Big Business 9.5 adds Warehouse Code to the Item Adjustment Import.

This Solution describes using this entry. (6303)


Larrry was the first to notice a slowdown saving a Receive Money entry when paying 500 Invoices at time. Jim took greater notice because he might have 1000 Invoices for Amazon on one Receipt and he is working remotely (running Big Business Client and connecting to Big Business Server hosted in another state).

Larry and Jim are stars for bringing the initiative and insight needed to optimize the


Big Business provides an Alert if a Memorized Import is different than the current list of Fields availalable on the Import.

(6301)


Big Business will cancel an Import if it fails to meet needed criteria, such as:
• finding a Customer or Default Customer to assign to a Quote, Order, or Invoice
• finding an Item or Default Item to assign on a Line Item transaction

This Solution provides suggestion for avoiding fatal errors when importing. (6300)


Big Business 8.7 simplifies Sales Taxes, making it easy to calculate and track taxes where different rates apply to different items, such as food and non-food, or different rates apply for different amounts.

This Solution describes the settings for Sales Taxes. (6299)


Receive Over is a setting to Allow, Warn User, or Prevent Save of Bills that attempt to receive Items or Qty's over those indicated on the Purchase Order. This setting can be prevent receiving overages that were not ordered and prevent errors from incorrect entries or later corrections.

This Solution describes these features. (6298)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as FedEx Ship Manager or UPS WorldShip, to retrieve data from Big Business Server and to write data back.

This Solution describes using Fields available in the SHIPINFO table for writing data to Big Business Server. (6297)


Big Business includes Print Styles with options for:
• graphics
• fonts
for better looking output.

Big Business 10.10 expands this feature to apply to Reports. Big Business 10.15 fixes some Customer reports.

This Solution describes the feature. (6296)


Big Business 8 adds new features for data integrity:
• Locking related POs and Bills (8.7)
• Locking related Invoices and Receipts (8.6)

In earlier versions of Big Business it is possible to create errors by editing multiple records at the same time, such as editing related POs and Bills at the same time to create a discrepancy in Purchase Order Status or a Qty Open.

This Solution describes the


Big Business for Mac OS X files may be stored in multiple folders.

This Solution lists these folders for reference. (6294)


Comment is being where useful, including:
• Customer Card

This Solution provides details for use. (6293)


Big Business 8.6 adds the option to include Items in Middleware. This feature makes it easy to provide up to the minute inventory information to your online store, web site, or other systems.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution provi


Big Business for Windows files may be stored in multiple directories in Windows:
• Demo File in AppData
• Data File Path in Program Data
• Program Files in Virtual Store

This Solution lists these directories for reference. (6291)


Big Business 8.6 includes changes for easier use on small screens, such as tablets, including:
• Larger Pulldowns
• Larger Drop-down menus
• Larger Alerts

This Solution describes these changes. (6290)


Big Business 8.6 adds Department to the Categories on Invoices and Bills.

This Solution describes this feature. (6289)


Big Business 8 automates Screen Capture.

This Solution describes this feature. (6288)


Flat Exports remove formatting from exports for easy import to other systems.

This Solution describes its use. (6287)


The Import for Bill Line Items creates Vendor Bills with Items from a Tab-Text import file listing each Item.

Like other Imports, it can use a Default Vendor or Default Item to complete Bills and and allow the import to complete when there is incomplete data.

This Solution describes its use. (6285)


Big Business API is an Application Programming Interface that lets you read and write, update and insert, and add or delete data from Big Business using an available connection such as Middleware (MySQL), ODBC, SQL, or Web (HTTP or HTTPS).

Customer Info is a structure for sending information about Customers to Add or Update in Big Business.

This Solution provides details for Customer Info. (6284


Big Business API is an Application Programming Interface that lets you read and write, update and insert, and add or delete data from Big Business using an available connection such as Middleware (MySQL), ODBC, SQL, or Web (HTTP or HTTPS).

Line Item Info is a structure for sending information about Line Items (e.g. items on Invoices) that you can Add or Update in Big Business.

This Solution prov


Big Business Custom Forms can use Variables to display your Company Name or Logo and Barcodes when printing.

This Solution describes using this feature. (6282)


In Print Options is a checkbox on the Secure App tab of an Employee Card that adds the Name of the device ("Warehouse-iPad") to the Print Options list. Send To it as you would a printer so a copy is available on the iPad

BizApp8 is the iPad app included with Big Business 8. It connects via Secure App Server and can be adapted to a variety of uses on iPad, iPhone, iPod, Mac, or Windows.

This So


BizApp8 is the iPad App installed with Big Business Server 8. It connects via the Secure Web Add-On and can be adapted to a variety of uses on iPad, iPhone, iPod, Mac, or Windows.

The Received By field on the Invoice Detail can capture a Signature, or a picture using the Camera or Photos options, to be included on an emailed PDF.

This Solution provides instructions for use. (6280)


Big Business 8.5.1 adds an Import for Item Pricing, for adding quantity price breaks or discounts, and the options to Export and Delete existing entries.

This solution describes using this feature. (6279)


Big Business Web Server Settings are used to enable BizApp for iOS to connect, and:
• specify a Secure Port
• set Run At Startup
• Start or Stop

This Solution describes the Web Server Settings to connect BizApp for iOS. (6278)


Big Business has Barcode Settings for printing barcodes on:
• Sales Order
• Invoice
• Purchase Order

Big Business will print a barcode of the transaction number, which can be scanned by UPS, FedEx, or another system, to ensure accuracy.

This Solution describes these settings. (6277)


Big Business lets you use an iPad:
• connect the Device to an Employee Card
• edit its Name (to show whose or which)
• put it in Print Options ("Send To Camerons-iPad")
• give it All Access (to post changes to Invoices, Customers, etc.)

This Solution describes the iPad Settings that appear on the Mobile App tab of an Employee Card when Secure Web is turned On. (6275)


Lightning is an Add-On for Big Business that provides a web interface to your data. This Solution provides an overview. (6274)


The Item Transaction Report does not run correctly and may show Dates as 00/00/00 or not show all Items in Search results. (6272)


The Show Transfers setting includes Warehouse Transfers in the Item History.

This Solution describes this setting (6271).


The B2B function in Big Business includes 66 additional Custom Fields for Items for uploading to your web store.

This Solution describes their use. (6269)


Big Business 8.5 includes updates to:
• Database
• Installers - to minimize Updates for remote or VPN Clients


Big Business 8.5 lets you edit Registered To Name and Organization.

The solution describes using this feature. (6264)


Big Business 8.5.0 adds a Pricing tab on the Item Card for entering Quantity Pricing, that is price breaks or discounts to the Item's Price when a higher Qty is entered on sales transactions.

This solution describes using this feature. (6262)


Auto-Build automatically builds Items as needed when invoicing. Optionally, this feature can build all Built Components (subassemblies in the bill of materials) and their Built Components (subassembly in a subassembly).

This Solution describes this option. (6261)


Credit Hold Days is an option to automatically put the customer on credit hold when they have unpaid invoices more than the number of Credit Hold Days old.

This Solution describes using on this feature. (6260)


Big Business can automatically create recurring entries, including:
• Invoices
that have been Memorized with an Auto-Create setting such as "15th of Month".

Alerts and errors are sent in a Note to the Owner of each Memorized entry or

This Solution describes managing on this feature. (6259)


Big Business includes features to:
• set Accounts as Inactive
• remove Inactive Accounts from Listings
• remove Inactive Accounts from Reports

The Show Accounts pulldown provides a simple way to:
• Show Active Accounts
• Show Active and Inactive Accounts
• Show only Non-Zero Accounts

This Solution describes using on this feature. (6258)


Big Business :
• Bills
• Invoices

This Solution describes using on this feature. (6257)


From Quote on the Sales Order and From Order on the Invoice have a pulldown menu that lets you:
• toggle to a custom field
• link to a web page

This Solution describes using on this feature. (6256)


Special Access on the Access tab of an Employee Card includes Show All Reports, so the Employee can run deprecated Reports:
_Customer Statement (Balance Forward-Preprinted #80821)
_Customer Statement (Open Item-Preprinted #80821)
_Trial Balance (Summary with Balances)
_Trial Balance (Detail with Balances)

This Solution describes using on this feature. (6255)


Big Business includes an optional Fiscal Tab with 13 Text Fields that appear on the Customer Card and Invoice. Entries are automatically copied from Customer Card to Invoice and vice versa, unless the Don't Copy checkbox is checked.

This option was added for Users in Mexico, Central America, or South America requiring detailed electronic reporting of Invoicing, which can be exported when printin


Big Business includes Special Access settings on the Access tab of the Employee card.

Settings include:
• Unlock Batch Delete
• Unlock Lists
• Unlock Periods
• Unlock Protected Accounts
• Unlock Protected Transactions
• Unlock Retained Earnings
• Unlock Status Inactive

This Solution describes Special Access settings. (6253)


Start Date is the date from which all your Big Business balances start. (6252)


The QuickFind on the Item Card includes:
• Open Sales Order Line Items - to see Allocated
• Open PO Line Items - to see On Order

Big Business 8 adds these entries.
Big Business 9.5 updates the Go To function to select chosen Line Item when opening the Purchase Order or Sales Order.

This Solution describes these QuickFind entries. (6251)


Big Business automatically assigns Sales Order Numbers, using the Next Number in the Sales Order Prefs and locks the field to prevent changes.

To unlock the field, choose Edit Order # in Preferences. The Sales Order will be assigned using the Next Number in Sales Order Prefs but can be changed.

This Solution describes using on this feature. (6250)


Big Business 8.0.4 updates the Custom Label dialog to be compatible with Mountain Lion, Mac OS X 10.8.

This Solution describes using on this feature. (6249)


Big Business imports Contacts and includes Linking so you can link them to Customers as Additional Contacts or multiple Ship To's using Company Name or Customer Code.

This Solution describes using on this feature. (6248)


The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes creating an Account. (6246)


The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Printing. (6246)


Big Business 8 adds features for Inactive Accounts:
• removed from Account Listing
• removed from Category Listing
• removed from Bank Account Listing

This Solution describes these features. (6245)


The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes basic features and techniques for use. (6243)


Big Business includes Custom Fields on the Customer Card for assigning an Employee, like a support or inside salesperson, and Date like follow-up or renewal.

This Solution describes using on this feature. (6242)


Big Business 8 breaks Type-Ahead features. Typing while displaying a list may initially jump to the top of the list then resume normal behavior. (6241)


Show User Names on Server is a setting in Employee Prefs that displays Big Business User Names on the Server Administration Window.

This Solution describes using on this feature. (6239)


This Solution provides compatibility information for Big Business and Mac OS X 10.8 Mountain Lion. (6238)


Load Addresses puts separate fields for Addresses, City, State, etc. on Quotes, Sales Orders, and Invoices. (6235)


Use Terms on Misc Sales replaces Department with Terms on the MIsc Sales screen. (6234)


Auto-Apply Discounts calculates and applies a Discount, for early payment, using Discount Days and Discount Percent entered in Terms.

This Solution describes turning on this feature. (6233)


Auto-Apply Discounts calculates and applies a Discount, for early payment, using Discount Days and Discount Percent entered in the Terms. (6232)


Terms on Misc Sales replaces Department with Terms on the Misc Sales screen.

This setting is not compatible with Department Field Manditory. (6231)


This feature is part of the Multi-Currency Add-On, which is a module for Big Business that supports transactions in foreign currencies.

This Solution describes Setting Up a Customer Card in a foreign currency. (6230)


Quote Preferences are found in Customer Prefs and include:

• Next Quote # - set the next number to be assigned to new Quotess

• Quote Expires In - set the number of days used to set an Expiration Date

• Quote Uses Cost - set the Cost used for Quotes to Vendor Cost, Landed Cost, or Average Cost

• Default Entry Tab - set the Quote or Expanded Quote tab as the default to be displayed when a Q


Department On Make A Payment To Other lets you enter a Department for use by Departmental Profit and Loss Statements. (6227)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution lists additional features and information for the Multi-Currency Add-On. (6226)


Sales Tax Limit let you specify a limit for the Taxable Amount of a transaction. (6225)


Invoice Prefs are found in Customer Prefs and include:

• Next Invoice # - set the next number to be assigned to new Invoices

• Credit Verification - Allow, Warn User, or Prevent Save of Invoices for Customers on Credit Hold or over their Credit Limit

• Default Payment Method - set the Payment Method to be assigned to new Receive Money records, or during the Customer Receipts Import

• Sell


Sales Order Preferences are found in Customer Prefs and include:

• Next Order # - set the next number to be assigned to new Sales Orders

• Credit Verification - Allow, Warn User, or Prevent Save of Sales Orders for Customers on Credit Hold or over their Credit Limit

• Sell Into Negative Quantity - Allow, Warn User, or Prevent Save of Sales Orders that could overdraw inventory

• Default Ent


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Creating a Quote in a foreign currency. (6222)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes updating amounts for an Exchange Rate change. (6221)


Big Business 7.1.3 adds the Quote Line Item Import, useful for:
• creating price lists for use with As Quoted features
• importing results calculated in a spreadsheet

This Solution describes this feature. (6220)


Volusion is a popular, and powerful, web store. It is a complete solution for ecommerce and online marketing. It is a trend setter with social network and mobile commerce offerings.

It also has a nifty API, which Big Business can leverage to automate order processing and eventually product updates, and more.

This Solution describes Volusion integration. (6219)


Big Business includes a Customer Receipts Import, useful for:
• batch processing of recurring credit card charges
• coordinating orders and payments for online sales

Big Business 9.6 adds options for Auto-Applying the imported receipts:
• Auto-Apply
• Invoice Search
• Do Not Apply

This Solution describes this feature. (6218)


This Solution describes resetting your Volusion data. (6217)


Big Business 7.1.3 adds an optional To Build Quantity for Built Items. The To Build Quantity simplifies conversions:
• from larger unit of measure to smaller
• when repackaging from bulk
• using or breaking a case or pack that yields a fixed amount

This Solution describes enabling and using this feature. (6216)


This Solution describes testing the Volusion Sales Order Import. (6215)


This Solution describes Registering the Volusion Add-On. (6214)


This Solution describes getting your Volusion Account Information. (6213)


The Alternate Item Codes feature lets you specify an unlimited number of Vendor Part Numbers, which are automatically inserted on Purchase Orders and Bills. (6212)


Point of Sale hardware, such as a cash drawer or receipt printer, that is compatible with your computers can be used with Big Business.

This Solutiontlines some considerations for POS. (6211)


The option to Delete a Secure Credit Card entry appears on the Edit window.
(6210)


Default Payment Method lets you set the Payment Method that is preselected for a new Receive Money or the Customer Receipt Import . (6209)


Big Business Server for Mac OS X will display an Alert if it has been Registered as a Service. (6208)


Subform Restore addresses two database oddities:
• that a selected Line Item can be deselected in switching windows
• that the displayed Line Items can appear blank when switching windows

Subform Restore automatically returns to the Item Code of the last selected Line Item. This Solution describes disabling this feature if the results are undesirable or problematic. (6207)


Rollback restores your Data File to an earlier point in time, to undo unwanted changes.

The Solution provides step-by-step instructions for using Rollback. (6205)


Rollback restores your Data File to an earlier point in time, to undo unwanted changes.

The Solution provides step-by-step instructions for using Rollback. (6205)


If you want to access your Big Business workstation from a home computer, or portable like your iPad, tablet, iPhone, etc., you may need to configure your router or to allow the remote connection.

This Solution provides basic setup information. (6204)


Screen Sharing is a feature of Mac OS X 10.5 and higher, allowing remote access to your computer from another Mac, or any VNC Viewer running on a PC, iPad, iPhone, etc..

This Solution provides basic setup information. (6203)


The Default Quantity is an optional entry on an Item Cards for setting a Quantity to be automatically filled in on sales transactions. It is useful for specifying a Minimum Order Quantity (MOQ).

This Solution describes this feature. (6202)


Display Alerts lets you choose how to display Customer and Vendor Alerts. (6201)


This Solution provides compatibility information for Big Business and Mac OS X 10.7 Lion. (6200)


Sales Tax Groups let you organize Sales Taxes into groups, such as the states in which you have nexus and must collect sales tax. (6199)

Big Business 7.1.2 adds Sales Tax Groups.
Big Business 8.0.2 updates Sales Tax Groups to work on Expanded Quotes, Sales Orders, and Invoices.


Big Business 7.1.1 updates the database, so updating Server requires updating Clients, too. Mac Clients using a Mac Server can update themselves by clicking Update on the dialog that says "the version number of the server application is more recent than the version number of the client application. (6198)


Secure Credit Cards uses a checksum (Luhn algorithm) to confirm that a valid card number is entered. If the checksum fails, because a digit is incorrect, missing, transposed, etc. an error reports, "Invalid Card Number". This Solution describes this feature. (6197)


Limit lets you set a maximum size for the Descriptions on an Item Card. Description1 and Description2 are now larger, allowing 80 characters, where previously they were 24 characters. Setting a Limit lets you impose the old cutoff size so new entries fit on printout or screens where there is limited space. (6196)


Lock Lists denies all users access to use the Add (+), Delete (-), or Edit options unless they have the Unlock List setting on their Employee Card.

This Solution describes this feature. (6195)


Add Order At Least combines Order At Least and When Below to determine a Target Quantity when using the feature to Auto-Complete a Purchase Order. (6194)


Department On Make A Payment lets you filter the Bills displayed on the Make A Payment to display only those for the selected Department. (6193)


Confirm Item Card Changes is In Employee Prefs--with other data entry preferences--and adds a confirmation dialog when clicking OK to Save an Item Card. This Solution describes its use. (6192)


Don't Copy Warehouses is a preference in Sales Order Preferences that clears Warehouses when Orders are Duplicated. This feature is a customization for a company that uses Duplicate to save time entering repeat orders, for the same items from different warehouses. (6191)


Quick List Export lets you export Last Purchases, or All Purchases, QuickFind results for publishing customer-specific price lists or for use with the Quote Line Item Import and As Quoted features. (6190)


Mac OS X includes CPUPalette for monitoring CPU usage and disabling CPU's as a diagnosic. (6189)


This Solution describes entries for Volusion Settings. (6188)


Big Business automatically displays "Tax" or "Tax 10%" as the label for Sales Tax on customer transactions. Use Sales Tax Names displays the Name of the Sales Tax instead, on screen and on built-in plain paper forms for printing. (6185)


In Q&A under Receipts is a Question for finding Receipts (Customer Payments entered in the Receive Money tool) that have been Applied to future (post-dated) Invoices.

This Solution explains using this Q&A to find payments which are not properly records as prepayments or accidental errors causing problems auditing accounts receivable. (6184)


Customer Prepayments automatically post deposits or pre-payments from customers to a liability account, making it easier to manage prepayments and audit accounts receivable. (6183)


Soft Lock is new Empoyee Preference which minimizes record-locking, and accidental changes, by automatically opening:
• Item Cards
as locked with a yellow lock indicator that can be clicked to unlock the record. (6182)


Big Business 7 supports Drag-and-drop so you can drag text from other applications and drop it in Big Business. This solution provide tips for use. (6181)


Cannot Edit Credit Cards restricts an Employee's Access so they cannot view or change Secure Credit Card entries.
(6180)


MySQL is a popular database platform with connectivity options for many programming languages such as PHP, Perl, Python, TCL, C, Java etc. This means you can easily access this data from a variety of applications written in a variety of programming languages.

The Middleware Add-On is an option that allow Big Business Server to synchronize data with an external data source (MySQL) where it can be


Unlock Periods is a Special Access option on the Access tab of an Employee Card. Unlock Periods allows the Employee unrestriced access to locked periods.
(6178).


Big Business lets you manage Idle Connection handlling with a Custom Timeout.

This Solution describes using this feature.
(6177, 31213, sleep).


Big Business 7.1.0 adds Audit features to audit or log the creation and modification of records. This option tracks who created or modified a record last, showing the Date and User Name.

This feature works for most single, user-entered records, so it works for Items and Quotes, but not Imports, or system changes such as an invoice changing Items' stock levels.
(6176)


When you Quit Big Business Server a dialog asks how much time to allow Clients to Quit. When you choose Shut Down, to shut down your computer, click Restart to allow Software Update to install updates, or you have an uninterruptible power supply than can tell the computer to shut down, this dialog prevents Big Business Server from being shut down automatically.

Big Business Server for Mac insta


Big Business lets you select the Sales Tax on an Invoice. This is convenient if Sales Tax on the Customer Card is different--for example an out-of-state customer who is normally exempt, purchases in person and needs to pay local sales tax rates. (6173)


The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated. This Solution describes its connection settings (6172).


Big Business uses Preprinted Statement forms from Deluxe, which must be correctly aligned. Settings in the Cusomer Prefs let you make an adjustment to the position of the printing (6171).


This Solution describes the Secure Credit Cards option to Show List, which lets you select from a list of a Customer's credit cards, without displaying sensitive data. Show List includes Cardholder, Last Four, Expiry, Description, and Last Used. (6170)


This feature is part of the MySQL Add-On, which is an additional module that enables Big Business to synchronize data with MySQL.

This Solution describes Creating a System DSN for to connect, for example, UPS Worldship, to MySQL using ODBC. (6169)


MySQL is a popular database platform with connectivity options for many programming languages such as PHP, Perl, Python, TCL, C, Java etc. This means you can easily access this data from a variety of applications written in a variety of programming languages.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more r


Big Business 7 makes it easier to work with unique, custom, and variable items with a preference to Edit Descriptions. With this option enabled you can enter a generic Item Code and immediately edit the Descriptions that appear on transactions (Quotes, Orders, and Invoices, as well as Requisitions, PO's and Bills).
(6167)


On some Windows setups, printing fails for the following print jobs:
• Customer List
• Item Adjustment Card
• Items on Orders, sorted by Customer (Detail)
• Open Items on Purchase Orders, sorted by Vendor (Detail)

When the problem occurs the print job spools but nothing is printed or comes out of the printer.
(6166)


The Accounts Receivable Aging (Summary) Report provides a standard A/R Aging which can be run As Of a specific past date (backdated). It also includes an Invoice Search so the results can be narrowed to a Department, Salesperson, or other criteria. (6165)


Chapter 13: Understanding Automatic Categories (4) (6161)


Chapter 13: Understanding Automatic Categories (3) (6161)


Chapter 13: Understanding Automatic Categories (2) (6161)


Chapter 13: Understanding Automatic Categories (1) (6161)


Chapter 13: Assigning Default Categories (2) (6160)


Chapter 13: Assigning Default Categories (1) (6159)


Chapter 13: The Accounts & Categories Window (4) (6158)


Chapter 13: The Accounts & Categories Window (3) (6155)


Chapter 13: The Accounts & Categories Window (2) (6155)


Chapter 13: The Accounts & Categories Window (1) (6155)


Chapter 13: Entering, Editing, and Deleting Accounts and Categories (6154)


Chapter 13: Typing In Accounts and Categories (6153)


Typing In Accounts and Categories (6152)


Chapter 13: Importing Accounts and Categories (2) (6151)


Chapter 13: Importing Accounts and Categories (1) (6150)


Chapter 13: Using Predefined Financial Categories (2) (6148)


Chapter 13: Using Predefined Financial Categories (1) (6148) [p371]


Chapter 13: Entering Account and Category Information (6147) [p371]


Chapter 13, page 5, Using the Import Window During Setup (2) shows the steps to fields for importing when setting up a new Data File. (6146)


Chapter 13: Importing Data After Setup (3) (6145) [p370]


Chapter 13: Importing Data After Setup (2) (6143) [p369]


Chapter 13: Importing Data After Setup (1) (6143) [p368]


Chapter 13, page 4, Using the Import Window During Setup (1) shows the import window for mapping fields for importing when setting up a new Data File. (6142)


Chapter 13: Importing Data at Setup Time (6141)


Chapter 13, page 2, Importing Information into Big Business describes exporting tab-text from prior systems to import into a new Data File. (6140)


Big Business 7 adds Converted to the Quote Search. This Solution describes using this entry to find quotes that have not been converted to Sales Orders or Invoices. (6139)


Big Business 7 adds the Item Report, Customer Sales Analysis, which exports a list of items sold to the selected customer in the twelve month period. This Soluiton provides th report description. (6138)


Big Business 7 improves the Build Bundle tool on the Item Card to automatically calculate the sum of the Costs of the components listed. If the result is different than the current Cost of the Built or Bundled Item, a dialog asks if you would like to Update the Cost.


Big Business 7 adds Last Month Qty and Last 12 Months Qty to the Item History. This Solution describes how these quantities are calculated. (6136)


Big Business 7 adds support for the Windows Regional Date Format dd-MMM-yy. In earlier versions of Big Business using the Regional Control Panel in Windows to select the Short Date Format, dd-MMM-yy , was not supported. On startup Big Business would display a runtime error (at line number 13 while executing the procedure SetDateIndexes).

This Solution provides a searchable entry for this error


Big Business includes a Q&A for Warehouses to find Items whose Warehouse Quantites are out of sync with their total Qty On Hand.

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses. (6134)


This Solution provides compatibility information for Big Business and Windows Server 2008. (6133)


The Warehouse Transfer tool simplifies moving inventory from one Warehouse to another.

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses. (6132)


Big Business includes the option to store Credit Cards, using strong encryption. This Solution describes Secure Credit Cards and its data entry features. (6131)


This Solution describes the Capture dialog used in the Authorize.net Add-On. (6130)


To use the Authorize.net you must first register the Add-On. (6129)


The Warehouse Quantities Search includes quantity values from Warehouse Quantities, as described below.

Big Business 10.15 updates Warehouse Qtys for instant display. Big Business 10.19 automatically deletes Warehouse Qty's for Obsolete Items.

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses. (6128)


Big Business 7 adds the option to Update Items as Obsolete. (6127)


This Solution describes the Authorize dialog used in the Authorize.net Add-On. (6126)


Iff you do not have Administrator level privileges, you will not be able to install Big Business. Running the installer will give you the error, installation fininshed with errors.(6125)


If Big Business Client does not start correctly, or quits unexpectedly while starting up, the problem may be corrupt local resouces. This Solution provides steps to force the update of local resources, so they are cleanly rebuilt. (6124)


Big Business reports Profit Percentage on many reports and for consistency uses Margins, not Markup, for Default Margin Percentages to calculate pricing. This Solution explains Default Margin Percentages. (6123)


This Solution describes entries for Authorize.net Settings. (6122)


Big Business 7.0.7 will add an Expanded tab for the Purchase Order similar to Expanded tab found on Sales Orders and Invoices with a few improvements noted here including new fields that change exports and searches. (6121)


This Solution describes uses of Allocated and Available quantities, which appear on the Expanded tabs of Sales Orders and Invoices, and now Purchase Orders and Bills, as well being used in calculations for Reports and printouts like Pick List (6120)


Big Business 7 includes an SSL option to encrypt the connection when using the ODBC Add-On.

In Big Business 7.10 and earlierm, this option does not work and results in errors:
Failed to start listener.
Failed to launch SQL Server.

(6119)


This Solution describes the Warehouse Group field found on the Warehouse Card. (6118)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


This Solution describes the Auto-Create checkbox found on the Warehouse Card. (6117)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


This Solution describes the Sort Order field found on the Warehouse Card. (6116)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


When importing, Big Business requires full access to files being imported. They cannot be on read-only media or in-use by other applications. You must have read-write access to the files or you will encounter the error, "Couldn't open document."

This Solutions provides possible solutions. (6115)


Big Business 7 updates the automatical Capitalization of entries that contain names to allow for non-capitalized entries. This Solution outlines the rules used for Capitlization. (6114)


Big Business 7 integrates tools for optimizing and repairing Data Files. These operations automatically archive your Data File and create the new, impoved copy in the original location. This makes repair a snap. (6113)


The QuickFind on the Customer Card includes Last Purchases which gives you a listing of the the last purchase of each Item the customer has ever purchased. This makes it easy to look up their last price paid, last purchase date, and remind them of Items they may need to reorder.

This Solution describes this QuickFind entry. (6112)


This Solution provides instructions for Updating Big Business Server 6 for Windows. (6111).


BizApp8 includes an iPad App installed with Big Business Server 8. It connects via the Secure Web Add-On and can be adapted to a variety of uses on iPad, iPhone, iPod, Mac, or Windows.

This Solution provides a brief description. (6108)


Big Business Server displays Version information about the database engine in the Server Administration Window. For information about the Version of Big Business, choose About Big Business
• the Help menu in Windows
Application menu on the Mac. (6104)


This Solution provides compatibility information for Big Business and Windows 7. (6103)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or Stamps.com Professional Shipper to retrieve data from Big Business Server.


This Solution describes connecting from Stamps.com Professional Shipper. (6102)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or Stamps.com Professional Shipper to retrieve data from Big Business Server.


This Solution describes connecting from Stamps.com Professional Shipper. (6101)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or Stamps.com Professional Shipper, to retrieve data from Big Business Server.


This Solution describes connecting from Stamps.com Professional Shipper. (6100)


This Solution provides compatibility information for Big Business and Mac OS X 10.6 Snow Leopard. (6099)


Normally, when you open a record--like a Customer or Quote--Big Business selects the first field where you can type. So it's easy to start making changes. Which can lead to accidental changes, like changing a customer's name without noticing.

Deselect Default Field reduces accidental changes by NOT selecting a default field. You must first CLICK into a field. Then, type and Tab as usual. (6098


Big Business includes Secure Passwords, the option to use strong encryption for passwords. This improves system security by ensuring passwords are never stored or sent or displayed as clear text. With this setting enabled, a lost password must be replaced as there is not a way to recover it. (6097)


Error 25184 indicates an out-of-date Client is being used (6096)


Custom Forms Tool (6094)


Big Business 6 adds keyboard shortcuts for Yes/No dialogs allowing you to type Y or N. (6093)


Big Business 6 adds Item Commissions features to enter, QuickChange, or Import, Commission % (percent) for each item (6091)


Big Business 6.0.8 adds the Invoices, Sorted by Invoice Field (Summary) Report, which provides subtotals (Summary) for Invoices by the selected Invoice Field. You can, for example, run the Report for:
- Invoices in a specific date range
- Invoices meeting other search criteria
- Sorted by any Invoice Field, such as Department, Salesperson, Terms, etc..


This Solution describes the Invoices, Sort


Changing Number Formats
Big Business allows you to change number formats and currency symbols
to match your business needs. You use the Number Formats dialog box to set these options.

Big Business 6 increases the size of the number format settings to support currencies where totals might run into hundreds of millions or higher. (6089)


When Backup runs, Big Business Server automatically disconnects Users who have left their Client connected.

This Solution provides instructions for using this feature. (6087)


Big Business Server makes it easy to revert to a backup file when needed. Launch Server and hold the Option key (on the Mac, or the Alt key on the PC) and in the file dialog choose to show All Files and select a backup file to restore.

This Solution provides instructions for Restoring a backup using the built-in Backup in Big Business Server. (6086)


In the Backup Preferences for Restore are options for Automatic Restore. These options should be disabled and any Restore operation performed manually.

This Solution provides instructions for choosing the appropriate settings for the built-in Backup in Big Business Server. (6085)


In the Backup Preferences for Backup are various options for deleting old backups, making repeated attempts, aboring, and cancelling.

This Solution provides instructions for choosing the appropriate settings for the built-in Backup in Big Business Server. (6084)


In the Backup Preferences for Scheduler are various options for backing up hourly, daily, or on designated days of the week.

This Solution provides instructions for choosing the appropriate settings for the built-in Backup in Big Business Server. (6083)


In the Backup Preferences for Configuration are various options for backing up your Data File, parts of the program, designated files and folders, and creating a Log File.

This Solution provides instructions for choosing the appropriate settings for the built-in Backup in Big Business Server. (6082)


The error, "Waiting for all transactions and indexing to complete." indicates that Backup is trying to run, but waiting for Users who have open windows to save their work. While this error is displayed Users who open a new window are blocked from loading data and get a blank window.

The Solution provides instructions for cancelling a backup that is in progress. (6081)


Big Business Server now includes built-in Backup. This feature allows you to set a schedule to automatically back up your Data File without shutting down Big Business Server.

The Solution provides instructions for getting started with the built-in Backup in Big Business Server. (6080)


Big Business Server now includes built-in Backup. This feature allows you to set a schedule to automatically back up your Data File without shutting down Big Business Server.

The Solution provides a brief introduction. (6079)


Using Tools, you can perform preventative maintenance to keep your Data File optimized. You can also repair a damaged Data File. (6076)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as FedEx Ship Manager or UPS WorldShip, to retrieve data from Big Business Server and to write data back.

This Solution describes using Fields available in the SHIPINFO table for writing data to Big Business Server. (6074)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as FedEx Ship Manager or UPS WorldShip, to retrieve data from Big Business Server and to write data back.

This Solution describes using Fields available in the SHIPINFO table for writing data to Big Business Server. (6074)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as FedEx Ship Manager or UPS WorldShip, to retrieve data from Big Business Server and to write data back.

This Solution describes using the Tracking option that is designed for integration with a shipping solutions and added in Big Business 6.0.7. (6073)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.


This Solution describes connecting from FedEx Ship Manager. (6069)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.


This Solution describes connecting from FedEx Ship Manager. (6068)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.


This Solution describes connecting from FedEx Ship Manager. (6069)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.


This Solution describes connecting from FedEx Ship Manager. (6069)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.


This Solution describes connecting from FedEx Ship Manager. (6068)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.


This Solution describes connecting from FedEx Ship Manager. (6067)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.


This Solution describes exporting UPS Worldship Shipments to update a Sales Order in Big Business with Tracking Number, Shipping Charges, and so on. (6066)


Big Business includes a Line Item Comment in Purchase Orders and Bills. Previously, the comment could not be searched, so important entries like serial number, lot numbers, and so on, were relegated to the transaction Comments, which are searchable. (6042)


Built-in Backup will automatically disconnect all users when it runs.

This Soluition describes this feature. (6041)


Big Business Server makes it easy to revert to a backup file when needed. Launch Server and hold the Option key (on the Mac, or the Alt key on the PC) and in the file dialog choose to show All Files and select a backup file to restore.

This Solution provides instructions for Restoring a backup using the built-in Backup in Big Business Server. (6039)


In the Backup Preferences for Backup are various options for deleting old backups, making repeated attempts, aborting, and cancelling.

This Solution provides instructions for choosing the appropriate settings for the built-in Backup in Big Business Server. (6036)


In the Backup Preferences for Scheduler are various options for backing up hourly, daily, or on designated days of the week.

This Solution provides instructions for choosing the appropriate settings for the built-in Backup in Big Business Server. (6035)


In the Backup Preferences for Configuration are various options for backing up your Data File, parts of the program, designated files and folders, and creating a Log File.

This Solution provides instructions for choosing the appropriate settings for the built-in Backup in Big Business Server. (6034)


The error, "Waiting for all transactions and indexing to complete." indicates that Backup is trying to run, but waiting for Users who have open windows to save their work. While this error is displayed Users who open a new window are blocked from loading data and get a blank window.

The Solution provides instructions for cancelling a backup that is in progress. (6033)


Big Business Server includes built-in Backup. This feature allows you to set a schedule to automatically back up your Data File without shutting down Big Business Server.

The Solution provides instructions for getting started with the built-in Backup in Big Business Server. (6032)


Big Business Server includes built-in Backup. This feature allows you to set a schedule to automatically back up your Data File without shutting down Big Business Server.

The Solution provides a brief introduction. (6031)


Many Big Business Users have more than one company to run. Concurrent access to multiple Data Files is easily handled with multiple licenses for Big Business Server and installing multiple Big Business Client applications on workstations. The problem, then, is telling them apart.

Apperance Settings that change the color of Field Labels can help some. Big Business 6.0.5 adds an Application Name


Big Business 6.0.4 adds a Search option for Department Name as text. The existing Department search option finds a single match by having you choose from a dropdown list.

The new option lets you search for partial matches if, for example, you use Departments for tracking Jobs, Workorders, or Referral sources, and need to find multiple matches sharing a common beginning or contents. (6028)


If you are running Big Business 6, Single-User, on Vista and attempt to change the Appearance Settings on the Company Card, you may get the error pictured, which reads,
"You cannot write on the volume. Make sure that it is not full, that it is not read only and that you have the necessary privileges. The picture could not be created." (6026)


Item Listing is the three-column listing of Item Code, Description1, and Description2, that makes it easy to find the Item you're looking for by:
• automatically opening and sorting by the appropriate column
• supporting Type-Ahead to jump to the entry that matches what you type
• using keyboard shortcuts, like Tab to change the sorted column or Enter to make a selection

Item Finder is an alte


Big Business 6.0.2 adds support for the Up and DownArrow Keys on your keyboard on QuickSearch results Lists. This solution describes using this new shortcut. (6022)


Big Business 6 adds a shortcut for moving windows: Command-Drag. This Solution describes this new feature. (6020)


Big Business 6 adds a Check Spelling tool to the Item Card. This Solution describes its functionality:
- check spelling on a selected field
- spell checking against a built-in dictionary

(6019)


Big Business 6.0.1 adds a feature that targets duplicate Vendor Cards, allowing you to Delete one Vendor Card and automatically move all of its History onto another Vendor Card. This feature may also be handy for cleaning up old vendors and consolidating their history on one generic Vendor Card.

This Solution describes the new option when attempting to Delete a Vendor Card. (6017)


Big Business 6 updates the Import tool to include:
• Checking for Duplicates
• Saving Import Settings for repeat use

This Solution describes these new functions. (6016)


Big Business allows you to Delete one customer and have its history Merge Into another's. Just click Delete and then click Merge Into and select the other Customer.

This Solution describes using this option when attempting to Delete a Customer Card. (6012)


Big Business 6 includes interface elements that are adaptable to create a more inviting user experience. One such element is the backgrounds for Field Labels, which can be changed. This solution describes the control for changing the Field Label background and will be updated as additional controls are addd. (6011)


If you accumulate Email Addresses in Big Business, you may want to Find and Export them for use in another program. This Solution provides some tips for:
• Finding Customers, Vendors, and Contacts with Email Addresses
• Exporting them

This Solution provides the Search criteria for finding entries containing email addresses and using Save To Disk to export them. (6010)


Big Business has long had an option to copy the Vendor Part Number from the Item Card into the Purchase Order Line Item Comment. The option of copying the Detail Description would help with ordering special orders.

Big Business 4.2.3 adds the option to copy the Detail Description from the Item Card to the Line Item Comments on a Purchase Order. (6009)


Running Big Business 5.1 on Windows Vista may require visiting the Print Setup dialog at least once to ensure proper page alignment.

This Solution provides instructions for printing for the first time from Vista. (6003)


Alternate Item Codes make is easy to use other part numbers like Barcodes or UPCs. Customer Part Numbers let you automate Orders. Vendor Part Numbers protect from being shopped around. And creative uses like custom Catalog P/N's abound.

This Solution provides an overview of the Alternate Item Codes functionality. (6002)


Big Business 5.1.0 adds an Item Search to the Items on Orders, sorted by Item Reports.

This Solution describes running these reports. (6000)


The option Cannot Adjust Negative Items found on the Access tab of an Employee Card prevents the Employee from creating Item Adjustments for Items that are or would overdrawn as a result.(5999)


Big Business includes controls to protect against the entry of incorrect dates, such as accidentally entering the wrong year after a new calendar year has begun, or trying to backdate a transaction. Date Entry Days displays an Alert, or with Lock prevents using a back- (or future-) dating error.

This Solution describes the Date Entry Days and Lock settings on the Access tab of the Employee Card.


Big Business saves Import Settings to simplify the process and reduce errors.

This Solution describes saving, editing, and deleting Imports. (5996)


Big Business uses your System setting for Short Date format. Display the Day first (DD/MM/YY) or a four-digit year (MM/DD/YYYY) is done by choosing the setting you want in the Regional or Internation Control Panel.

This Solution describes the process. (5992)


Big Business 5.1.0 adds the Invoices, Sorted by Customer Field (Summary) Report, which provides subtotals (Summary) for Invoices by the selected Customer Field. You can, for example, run the Report for:
- Invoices in a specific date range
- Invoices for a specified Customer, Salesperson, or other Invoice field
- Sorted by any Customer Field, such as City, State, Zip, Customer Type, etc..


This S


This Solution describes the procedure for updating Big Business Server on macOS. (5990)


The Shipping Add-On is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server. (5989)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.

This Solution describes using the Load Addresses option that is designed for integration with a shipping solution such as UPS WorldShip and added in Big Business 5.1.0. (5988)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.

This Solution describes using the Load Addresses option that is designed for integration with a shipping solution such as UPS WorldShip. (5987)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.

This Solution describes using the Load Addresses option that is designed for integration with a shipping solution such as UPS WorldShip. (5986)


This feature is for use with the Shipping Add-On that enables shipping programs like UPS WorldShip or FedEx Ship Manager to read addresses from Big Business and write back shipment information like Tracking numbers.

Big Business 9.9 updates Ship Info posted to Orders to also display on Invoices.

This Solution describes the Load Addresses preference. (5985)


This Solution provides instructions for Updating Big Business Server 5 for Windows. (5984)


Big Business includes support for encrypting all Client/Server connections. This feature is not as efficient as the common practice of securing the local network and encrytpting only wireless or remote users with Virtual Private Network (VPN) connections, but it is simple to enable and evaluate.

This Solution provides step-by-step instructions for Encrypting Client/Server Connections. (5983)


Big Business Client 5.1.0 does not open BB Help correctly from the Help menu entry.

(5982)


Big Business 5.1.0 adds the option to give employees, such as customer service personnel, read-only access to QuickSearch results. With this option, an Employee with access to the QuickSearch but not the related tool can open and view results in read only mode.

This Solution describes this option. (5980)


In Big Business 5.0.9 and earlier, changing the Price Level on Quotes, Sales Orders, and Invoices, reloads existing Line Items with current descriptions and their Prices for the selected Price Level. This erases changes that have been made to Comments, Descriptions, and ETAs.

Big Business 5.1.0 keeps the exisiting Descriptions, Comments, and ETAs when a Price Level change is made. This Solution


Big Business Installers for Windows use InstallShield and Windows Installer and will not proceed if another version of the same Big Business product is already installed. You will receive an error message alerting you that another version is installed.

This Solution provides information for Removing or Uninstalling Big Business products using their installers or the Windows Control Panel, Add/Re


This Solution describes the Populate Default function found on the Company Card. (5975)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


Big Business 5.0.9 adds new Packing Lists with Comments.

In 5.0.9, these print only from the Sales Order although they are listed on the Sales Order QucikSearch.

This Solution describes these new forms. (5973)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.

This Solution describes Registering the Shipping Add-On, permanently or in Trial Mode, with your existing data file or the Demo Data File. (5972)


Big Business 5.0.9 removes the qualification that an Item be Sold to get an automatic Item Adjustment to correct Cost of Goods Sold.

This Solution describes this functionality. (5971)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.


This Solution describes using the UPS WorldShip Preferences to disable the option to Update Address Book so it does not conflict with importing Shipment data from Big Business Server. (5969)

If Update Address Bo


Big Business includes the Inventory Sales Analysis Report which Saves To Disk and includes extensive information about inventory and sales, including quantities as of a beginning and end date, costs, adjustments, sales, margin, and turnover.

This Solution describes the Sales Analysis Report. (5968)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

The Misc. Bill tool does not support Foreign Currency entries. There simply isn't space for the Currency and Exchange Rate information necessary for each Bill.

This Solution provides an alternative for entering a Foreign Currency Bill without line i


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

The Misc. Bill tool does not support Foreign Currency entries. There simply isn't space for the Currency and Exchange Rate information necessary for each Bill.

This Solution provides an alternative for entering a Foreign Currency Bill without line i


The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes its functionality. (5963)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Gain/Loss Category Setup. (5954)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.


This Solution describes Importing to UPS Worldship Shipments. (5961)


UPS WorldShip can use ODBC to get addresses from Big Business and put back Tracking.

This Solution describes creating an Import or Export Map. (5960)


This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.


This Solution describes Creating a System DSN for use with UPS Worldship. (5959)


Big Business 5.0.8 adds more Invoice forms that include Balance that can be used as a Sales Receipt.

This Solution lists the new Invoice with Balance forms. (5958)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Creating a Purchase Order Form for printing Purchase Orders in a Foreign Currency. (5957)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Creating a Purchase Order in a foreign currency. (5956)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Setting Up a Vendor Card in a foreign currency. (5955)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Setting Up an Accounts Payable Account in a foreign currency. (5954)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Setting Up Currencies. (5953)


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution describes Registering the Multi-Currency Add-On, permanently or in Trial Mode, with your existing data file or the Demo Data File. (5951)


Big Business 5.0.8 adds a search criterion to the Item QuickSearch for All Text Fields, which searches: Item Code, Description1, Description2, Tags, Custom Fields 1through 12, and the Detail Description.

This Solution describes this feature. (5948)


This Solution describes the Settings found on the Company Card, when the Warehouses Add-On is enabled. (5943)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


This Solution describes the Warehouse Card. (5942)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


This Solution describes Registering the Warehouses Add-On, permanently or in Trial Mode, with your existing data file or the Demo Data File. (5941)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


Big Business 5.0.8 improves the Item QuickSearch Save To Disk function for exporting Item information. The option to export the Detail Description now includes Tags, too.

This Solution describes this feature. (5940)


If you ever need to create Bank Reconciliations out of sequence, or change the Previous Balance on a Reconciliation, this process is now much easier. Big Business 5.0.8 makes this field editable. The Previous Balance is still automatically filled in, but it can now be edited directly.

This Solution describes this new feature. (5939)


Big Business 5.0.8 adds the Unapplied Amount to the list of fields exported with Save To Disk from the Receive Money QuickSearch

This Solution describes this feature. (5938)


Big Business 5.0.8 adds more Advanced Printing Options. This Solution describes the Split feature in Settings. (5936)

Bug: Split does not work correctly on Windows in 5.0.8. This problem is fixed in 5.0.9.


Big Business 5.0.8 adds fields for Landed Cost and Landed Cost Percentage (%) to the Item Card's History tab.

This Solution describes these new entries. (5934)


Music distributors, as an example, make and take returns at the lowest price or cost ever paid for an Item. Big Business includes a custom feature for finding the lowest cost ever paid to a given Vendor or the lowest price ever charged to a given Customer and automatically inserting it, when the Quantity on a Purchase Order or Sales Order is negative.


This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.

This Solution provides an introduction to the Multi-Currency Add On. (5931)


Big Business allows you to move any open Window. As expected, you can move windows by dragging the title bar, but you can also move windows without using a title bar.

This Solution provides the various methods for moving open windows.


The Build/Bundle Line Item Report allows you to:
• Find Built or Bundled Items that meet the Search criteria entered
• Report the Components for the Items found
• Export this Bill of Material information for editing in a spreadsheet
• Create a file for use with the Build/Bundle Line Item Import

This Solution describes the new report. (5927)


Big Business 5.0.7 adds a new entry to the QuickFind on an Item Card, Open Built Sales Orders. This entry finds Open Sales Orders for Built or Bundle Items that include the Item on the Item Card as a Component (or sub-component).

This Solution describes this QuickFind entry. (5926)


Big Business includes the report, Profit and Loss Statement, Omit Zeroes, which is identical to the regular Profit and Loss Statement, except that it automatically removes any category or account that has zero activity for the report period. (5925)


Big Business includes many Forms for printing. Using Advanced Print Options you can Hide Forms, like those that use Preprinted instead of blank paper. You can also hold the Shift key when printing to show all forms temporarily. (5924)


Big Business 5.0.7 adds Advanced Printing Options to customer transactions.

This Solution provides an overview of the Advanced Print Option features. (5923)


Big Business 5.0.7 adds Advanced Printing Options to customer transactions. (5922)


Big Business 5.0.7 adds several methods for removing the Vendor Name from an Item Card.

Big Business 5.0.8 also removes the Vendor when Items are marked Obsolete.

(5921)


If you encounter a warning in BB Tools (pictured) that there is a problem with your data, the best course of action is to choose Do Nothing, then proceed with a Recover By Tags, as described in the BB Tools ReadMe and Help files. (5920)


In Big Business 5.0.6 and earlier, if a Report Description is missing or unavailable when the report is selected, a runtime error occurs.

The error message is, "A runtime error occurred... while executing the method XGETTEXT. Array range check error."
(5919)


Big Business 5.0.7 adds the option to have Quotes use the Vendor Cost of an inventoried Item, rather than its current Average Cost. For Items which fluxuate in price, the Vendor Cost may be preferrable for new Quotes.

Big Business 5.0.8 adds the option to have Quotes use the new Landed Cost of an Iinventoried Item.

This Solution explains this option. (5915)


Big Business 5.0.6 adds the option to Batch Delete Notes from the Note QuickSearch. This Solution describes this feature. (5914)


This Solution describes a feature for displaying the quantities for each Warehouse on an Item Card. (5913)

Big Business 10.19 fixes this feature for Auto Zoom.

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


This Solution describes a feature for automatically completing a Purchase Order using the Qty Needed and Order At Least quantities for a Warehouse. (5910)

This feature is part of the Warehouses Add-On, which is an additional module for Big Business Server that tracks inventory at multiple Warehouses.


Auto-Build automatically builds Items as needed when invoicing. Optionally, this feature can build all Built Components (subassemblies in the bill of materials) and their Built Components (subassembly in a subassembly).

This Solution describes the Auto-Build feature. (5909)


Big Business includes an Email Addresses to Customer Cards, Vendor Cards, and Contact Cards.

This Solution describes its functions. (5907)


Big Business includes Auto-Generate Codes features so that Duplicating a card or Converting (e.g. from Contact to Customer) will assign a new Code, such as Item Code, Vendor Code, or Customer Code.

This Solution describes the new behavior. (5905)


When resizing the Item Card the Detail Description should grow to show more information. (5902)


Big Business 5.0.3 lifts the single-instance restriction on the Item Adjustment.

Previously, Big Business would allow only one user to open an Item Adjustment at one time. A user attempting to open an Item Adjustment, when another user was already in the Item Adjustment tool, would encounter an alert saying the Item Adjustment tool is already in use. (5901)


Big Business 5.0.3 adds the Date Stamp and Time Stamp buttons to Notes.

Folder Notes that appear on the Folder tab of Customer, Vendor, Item, etc., have always had little buttons on the Notes field header for inserting the current date and time. The same buttons would be useful on Note sent between users.

(5900)


Big Business 5.0.3 adds a few keyboard shortcuts to the Print Options window to simplify the selection of forms and set multiple copies without using the mouse.

This Solution describes these keyboard shortcuts. (5899)


Big Business 5.0.4 adds Titles to all Search dialogs, clarifying what is being searched when running Reports with multiple searches or filters.

This Solution describes this new feature. (5898)


Prior to Big Business 5.0.4, the rounding for Ship Weights for Items:
• Ship Weight on the Item Card
• Extended Ship Weight for a line item (Quote, Sales Order, Invoice)
• Total Ship Weight for a Quote, Sales Order, or Invoice
was set to two decimal places. Ship Weights now follow the display and rounding settings for Unit Price.

This Solution explains the options for rounding and displaying


Big Business Maintenance Prefs allow you to Protect, Lock, or Seal past accounting periods to safeguard your data and ensure that financial data does not change after it is reported.

Big Business 5.0.4 adds an exception for non-accounting entries so they remain unlocked.

Big Business 5.1.1 adds a fix for a problem with editing Receive Money records dated in a locked period that doubles the Paid


Big Business includes the option to open multiple instances of any tool. This means you can open the Item Card tool, for example, more than once, to view or compare two Item Cards on screen at once.

This Solution describes how to use this feature. (5894)


Big Business 5.0 supports the ability to run two copies of Big Business Server on one server computer. Many Big Business users operate more than one company (e.g. a retail and a wholesale operation; separate companies under one roof), and need access to more than one data file at the same time.

This Solution provides information about running two copies of Big Business Server on one computer. (5


If you're running Big Business Client on your Windows workstation, and allow the computer to go to Sleep, you may lose your connection to Big Business Server and you may lose work in progress.

When the computer wakes, you may receive an error, -10002 The database cannot be used. The 10002 error indicates the connection to the server computer was lost. Sleep is a common cause. (5892)


This Solution describes building a Data File for use with Big Business Server for Windows. (3253)


When you launch Big Business Client it looks for Big Business Server locally.

This Solution provides instructions for connecting to Big Business Server remotely.

You can use Big Business Client across any open TCP/IP connection. Usability varies with the speed of the connection (500Kbs or higher recommended). (5590)


This Solution describes starting Big Business Server for Windows and selecting a Data File. (5889)


Big Business Notes let users send messages to other users on the system and attach Big Business entries or documents. Each user has preferences, in My Prefs, for how often to check for new Notes.

The Solution describes this setting. (5888)


Prior to Big Business 5 the path the data file listed on the Server Process Window was truncated to 32 characters. As a result, it was sometimes necessary to Search (or Find) for all Big Business Data Files (*.4dd in the Search) and determine the correct file by Size and Modified Date.

This Solution describes how to view the full path to the data file in Big Business 5.0 and higher. (5887)


Big Business (Server) shows an Alert when your Data File is Locked, saying, "You cannot open this database because the data file (or one of its segments) is locked."

This Solution provides a quick overview of why the Data File might be locked if you encounter this alert. (5886)


Big Business 5.0.1 through 5.0.3 may fail to print multiple pages, or multiple copies, when printing forms with line item Comments from Windows operating systems. This problem does not affect versions prior to Big Business 5. (5884)


Big Business includes Keyboard Shortcuts for most operations. In most cases, when you use a Keyboard Shortcut, Big Business "clicks" a button for you. Big Business 5 extends this feature to dialogs and secondary windows and prolongs the "click" of the button to provide better feedback.

This Solution provides a quick overview of this feature. (5883)


Big Business Server for Windows can be run as a Service. As such, it can be configured to Start Automatically without anyone logging onto the server computer, and it can be controlled with the commands, Net Start and Net Stop.

These features may be convenient for security or for automated backup, while ensuring that all data has been flushed to the data file, by automating the shutdown of Big Bu


Big Business 4.2.8 and 5.0.2 read the Number Formats set in the Company Card and use them for Item Import including:
• Items Import
• Update Items Import

Number Formats include settings for the Display and Rounding of:
• Quantity
• Unit Price, which applies to Costs, Level 1 Price, etc.
• Extended Price, which applies to Ext. Cost, Ext. Price, and Totals

This Solution explains this feature.


Big Business 4.2.8 and 5.0.2 add two new Customer Question and Answer entries:
• Which Customers have more than __ Invoices?
• Which Customers have more than __ Invoices for...

These Q&A choices allow you to quickly find all customers who have more than some number of Invoices, or more than some number of Invoices for a given date range.

Initially, the second question with the date range searc


Big Business includes access controls for Reports on the Access tab of the Employee Card. If the employee has access to the Report tool, you can restrict that access to specific report groups:
• Customer Reports
• Vendor Reports
• Item Reports
• Banking Reports
• Employee Reports
• Bookkeeper Reports
(5876)


The As Quoted feature automatically checks Quotes for the price you have previously given a specific customer for an item, and can:
• check the Expiry Date, excluding expired Quotes.
• check Quantity for price breaks or quantity discounts
• log when importing so you can review pricing after importing
• display a confirmation dialog for each change

This Solution describes using this feature. (


Replacement Tags are a convenient feature for automatically inserting Customer information into the Notes on Quotes, Sales Orders, and Invoices. From the Insert menu you can select any Customer field including: name, address, phone, custom fields, and so on.

This Solution describes the Replacement Tag functionality. (5870)


Big Business 4.2.3 adds Alerts for Vendors which display when the Vendor is selected. This Solution describes this new functionality.

Big Business 4.2.8 and higher display the alert when opening a card from a QuickSearch. (5869)


Barcode Settings help automate adding scanned items to a transaction, such as a Sales Order or Invoice. You can program the barcode scanner to send a preamble, and Big Business will add a Line Item. There are also setting to print barcodes on select transactions.

This Solution provides a description of the Barcode Settings.
(5868, bar code)


Big Business enforces data integrity by protecting Accounts and limiting the selection of Accounts for modifiable postings to those Accounts designated as Categories. A designated Accounts Receivable Account, for example, should never be out of balance with the sum of Customer balances. So, any Accounts Receivable Account is protected from being posted to by modifiable transactions, even a Journ


Big Business includes the option to automatically Allocate Components for Built Items when a Built Item is placed on a Sales Order and does not have a sufficient Quantity on Hand.

This is a key feature of MRP (Materials Requirements Planning) systems giving immediate visibility across a multi-level BOM (Bill of Materials) of demand for an infinite number of subassemblies (built components) or raw


Big Business includes sales and manufacturing features for creating Builds and Bundles. Built Items are inventoried items assembled from inventoried items. Bundled Items are non-inventoried kits that exist only to provide the bundling or kitting function of selling a group of items at once. Both are defined using the Build/Bundle tool found on the Item Card, and can now be defined using the Bui


Line-Item Discounts offer a way to provide customer discounted pricing, while showing the regular price and discount percentage for each line item.

Line-Item Discounts let you enter a percentage discount for individual line items on sales transactions. With Use Discounts checked in the Item Prefs, a column for the discount appears on Quotes, Sales Orders, and Invoices, built-in forms include lay


The Item QuickSearch makes it easy to find an Item or group of Items by searching Items' characteristics.

Prior to Big Business 4.2.6, the Detail Description--a Text area that can contain upto 32,000 characters--was not searchable. (5858)


Big Business 4 adds the ability to update Customers by Import.

This feature provides a convenient means to update Customer information--from a spreadsheet or other export file.

Big Business 4.2.6 adds the option to import a new Customer Code (5857)


Big Business 4 added a prompt to filter when there more than 256 Undeposited Items. Big Business 10.14 changes this to 999 and adds automatic sorting for ease of use. (5856)


Some states (MO, IL) assess Sales Tax based on Receipts instead of Invoices.

The Sales Tax Received Report provides a detailed listing of payments from Customers and the portion of Sales Tax paid. If you select the Report and Save To Disk, additional detail information is included.

This Solution provides instuctions on running the new report.
(5855)


The latest versions of Mac OS X include a built-in firewall software to protect your computer. If this firewall is enabled on a computer running Big Business Server for Mac OS X, Clients will not be able to connect and will receive an Error # -10002 The database cannot be used.

This Solution provides instructions for checking the firewall to see if it's running and enabling the ports, 19813 and


(5843)


Web Server setup is done in Big Business Client.

This Solution provides details. (5841)


(5840)


The Web Server is an upgrade to your regular Big Business user license.

This Solution describes upgrading. (5839)


The Web Server built into Big Business automatically supports secure connections.

This Solution provides details. (5838)


(5837)


Big Business includes Alerts for Customers (and Vendors) that display when the Customer is selected.

This Solution describes this feature(5832)


Making Deposits (5831)


Creating an Invoice (5830)


Performing a Check Run (5829)


During Maintenance (5828)


(5827)


This Solution provides a technique to help find Items that have an incorrect Average Cost. (5822)


This Solution describes installation (installing) Big Business Client for Windows. (5821)


This Solution describes the installation (installing) Big Business Client for Mac OS X. (5820)


Big Business 4.2.4 adds access to related information in Custom Forms and Reports. For example, you can now select information from the Item Card to be displayed on Line Item templates such as Sales Order, Line Items.

(5818)


Big Business has settings in the Banking Prefs to adjust the alignment when printing checks. (5817)


Big Business includes the option to print a Continuation Message at the bottom of Invoices that span multiple pages, printing Totals on the last page only.

This Solution describes this functionality. (5816)


Big Business 4 adds the ability to import:
• Sales Order Line Items
• Invoice Line Items

This Solution provides some of the rules these imports follow for:
• Combining multiple line items on one transaction
• Separating transactions for the same customer
• Rebuilding Bill To and Ship To addresses

(5813)


This solution provides an overview of files installed by Big Business 4.2 and the locations of Preference files created. (5809)


Occasionally, files used with Big Business 2.6 and Converted for use with Big Business 4, generate an error about an unexpected end of file. (5808)


This Solution describes the fields that can be imported as Miscellaneous Bills.
(5807)


This Solution describes the fields that can be imported as Item Adjustments.


(5806)


Big Business includes QuickChange entries for Terms and Scheduled Date on the Vendor Bill List.

This Solution describes these functions. (5805)


The QuickChange function in Big Business changes all records in the current selection in a QuickSearch. For example, Find All Items in the Item QuickSearch and click the QuickChange button. Click OK, or hit the Enter key inadvertently, and the Vendor Name on every Item will be changed, permanently.

To avoid accidental damage to your data, the QuickChange now requires confirmation. You must cli


Big Business can automatically set the quantity on a new line to:
• Last Entry - automatically enters the last Qty entered by the User
• Zero (0) - automatically enters zero.
• One (1) - automatically enters one.

This solution describes the Auto-Enter Qty setting. (5802)


In some situations it may be convenient to immediately convert a new Sales Order to an Invoice. For example, if you are entering the Sales Order to track a backorder, but are issuing a partial Invoice directly.

This Solution provides a quick overview of this new feature. (5797)


The ability to carry a Quote to a Sales Order (or to an Invoice) saves time and ensures accuracy. The default behavior for the ETAs on a Sales Order, however, is to reset all ETAs to new calculated results. Some users will benefit from being able to save the ETAs they have already worked out. Others can simply opt to Update ETAs to get the same results as before.

This Solution explains how ETA


Big Business Server lists Connected Users using the name of the computer or logged in user. This information can help diagnose a problem workstation and lets you see who is connected before shutting down BB Server.

If two or more workstations have the same name, they may be indistinguishable. This Solution provides a list of where to set the Name of the workstation so it appears on Big Business


(5794)


Big Business Banking Prefs let you choose a layout for printing checks(5793)


Big Business includes the option to have Sales Tax calculated on Other Charges.
In some regions, Freight or other post-Subtotal charges are Taxable. (5792)


Big Business includes Preferences for automatically assigning Customer Codes to new Customers, and requiring Unique Customer Codes. These options are found in Customer Prefs at the end of the Customer toolbar.

These settings only affect new Customer Cards. Checking for Unique Codes is also performed when you change an existing Customer Card.

This Solutions describes a Custom Report which can b


Big Business automatically sets the Income Postings for an Invoice using a Default (e.g. Sales Income) or the selection on the Customer Card (e.g. Wholesale Income, Retail Income).

There is an optional Income Account on the Item Card (e.g. Hardware Income, Service Income) which overrides defaults. (5789)


Each iteration of Big Business Server which uses an updated database engine, requires an update of Big Business Client to function properly.

If you attempt to connect the wrong Client to Big Business Server you will get an error, such as:
• The version number of BB Server is incompatible with the version number of BB Client
• -10001 The database cannot be used
(5780)


Apple's Disk Utility for OS X 10.2 includes the option to Repair Disk Permissions. Repairing permissions is rumored to fix a host of OS X ailments including mysterious performance slowdowns. If you have problems using Save To Disk in Big Business, saving from a QuickSearch or saving a Report to disk, permissions may be the culprit.

Here's a quick overview of how to run the repair. (5779)


By default, Big Business and Big Business Server for Windows store a Data File into two parts. A Data File named, "MyCompany" would actually be two files:
- MyCompany.4DD, the actual data
- MyCompany.4DR, a small resource file

If your Data File was transferred from a Mac onto a Windows NTFS Format volume, it may remain as one file. If it is backed up and restored from a non-NTFS volume, it may


Can I seach in Big Business using a WildCard character? (5771)


For various reasons, including special order items and quantity discounts, the cost of an item may need adjusting on a quote. Some options include changing the Cost on the Item Card then reloading the Item with its new cost on the Quote, or doing profitability calculations in a spreadsheet. (5769)


Big Business Access settings allow you to prevent an Employee from viewing the Profitability tab of sales transactions, so the employee will not know the Cost or Profit on Items sold. To further protect information on Costs in Big Business, you can block an Employee's access to the History tab of Item Card, which shows Cost, as well as Profit Margins on the Item tab. (5768)


This solution outlines compatibility with Windows XP (5767)


This Solution describes the fields that can be imported as Invoice Line Items.

In Big Business 4.0.9 and earlier, this feature does not update Item Cards or Customer Balances correctly. Contact Technical Support for information on correcting these entries. This problem is fixed in Big Business 4.2 and higher.

Big Business 4.2.8 and 5.0.2 add a Paid amount to the import options. (5765)


This Solution describes the fields that can be imported as Miscellaneous Sales.
(5764)


If you find the Font used in Big Business too small or too large, hard to read, or that long entires are cut off without displaying completely, you can select a new font in a smaller or larger size. This solution provides the details. (5761)

Big Business 9.8 updates these settings.


Big Business is designed to track a single company's information. Within one company, you may have Departments as separate profit centers, generating Departmental Profit and Loss Statements. There is no provision for automatically combining information from multiple Company files to create Consolidated Financials. There is, however, the ability to export every report to a spreadsheet, where the


Big Business includes a Line Item Comment on sales transactions, which holds upto 32,000 characters. Previously, the comment could not be searched, so important entries like serial number, lot numbers, and so on, were relegated to the transaction Comments, which are searchable. (5756)


Big Business automatically sorts Listings, or QuickPops, with multiple columns, according to the column you are attempting to enter. If you want to re-sort the listing by different column, just click on the column header, then start typing to jump to the matching entry.

(5755)


Big Business Custom Form templates include full-page templates such as Invoice, Sales Order, and Quote, which are easier to edit, visually, but often cause problems when used to print transactions with multiple pages.

New Line Item templates, which are not full-page templates, print seamlessly across more than one page and can include variable depth entries like the Line Item Comments as well a


If you forget to select a printer in the Mac OS 9 (or earlier) Chooser you may get the following error when attempting to print from Big Business:

"Action could not be completed. File not found." (5752)


Big Business Server for Windows supports both Windows and Mac OS Clients. It is often convenient on a cross-platform network or when migrating from a Mac Server to a Windows Server to have a method for transferring files.

This Solution tells you how to create a share on your Windows 2000 Server that can be accessed by Macs using AppleTalk. (5742)


Remember Last is being Retired. It is not compatible with dynamic windows.

Big Business includes a feature to remember window position and sizing. Big Business windows can be resized vertically to display more detail. New windows are automatically sized and positioned by default. By choosing the Remember Last you can have your windows arranged and sized differently and have those settings rem


Big Business supports the use of preprinted forms from Deluxe, a leading source for checks and business forms. Checks are cut-sheet for printing on a laser printer and have the check in the middle with a remittance at the top and a receipt at the bottom. Checks from other sources which have the check in the middle may fit. Other check forms with the check at the top are not compatible. (5739)


"Add a creation date for customers so we can tell how long they've been customers and search by this "Customer Since" date."

Big Business 4 added the Customer Since field, which is automatically set for new Customer Cards and searchable.

Big Business 5.0.7 adds new QuickChange, Export (Save To Disk), and Import options. This solution describes the Customer Since options. (5736)

Big Business 6.


Items in Big Business include space for a primary Vendor, which is used for automatically creating Purchase Orders. Changing the Vendor on an Item has previously required opening each Item Card to enter the Vendor Name.

"We have hundreds of items that need the Vendor Listing QuickChanged to the new company name. I do not see Vendor Listing as an option in QuickChange. Is it possible to QuickCha


Big Business 3 excludes the Item Detail Description and Custom Fields from its Import options. (5733)


In Big Business 3.1 and earlier, the Detail Description for an Item Card cannot be imported or exported. (5732)


Big Business adds more Default Buttons, such as the Yes button the check printing confirmation. (5731)


When you create Additional Contacts on a Customer Card or Vendor Card or Employee Card, they are added to the Contacts file on the InfoCenter toolbar. You can export or print labels from the Contact QuickSearch, which shows Linked To. (5730)


Big Business' QuickFind feature is for quickly finding related entries. This feature is now called Show, linked below. This Solution is being kept for reference. (5727)

Big Business 5.1.0 adds a QuickFind to the Vendor Card.
Big Business 6.0.9 adds Last Purchases to the Customer Card.
Big Business 7.0.9 adds All Purchases to the Customer Card.
Big Business 9.9 adds Contacts to Customer Search


Big Business 4 adds User Preferences for how Tabs are presented:

• Top with Icon
• Top without Icon
• Side with Icon
• Side without Icon (5721)


Big Business helps you customize your work environment by offering each user a choice of styles and settings in My Prefs. My Prefs lets you choose settings for:
• Notes
• Windows
• Tool tips
• Sort Order
• Fonts
• Printing
• Emailing

This Solution provides details for some of these settings. (5720)


-61 Read/write permission doesn't allow writing.

An error -61 is reported is you are using Save to Disk in Big Business and attempting to save to a volume which is write-protected, read-only, or to which you do not have permission to write. (5713)


In Big Business 3 and earlier the Toolbar is fixed at the top of the screen (Mac) or application window (Windows). (5712)


If you have issued Credit Memos to customers, which are not going to be used, follow the Bad Debt procedure, linked below, to clear them. This solution provides a brief overview.

Do not use bogus Finance Charges on a Receive Money transaction as this may cause problems with Open Invoice reporting. (5705)


Big Business allows you to limit employee privileges, which you assign in the Employee Card on the Access tab.

The setting for Cannot Modify / Delete Cards prevents the user from modifying or deleting Customer, Vendor, and Item cards. (5699)


Big Business includes a Special Access setting to Unlock Transactions. This overrides the normal protection of data and should be used with care.

Unlock Transactions unlocks:
• Invoices locked by applied payments
• Payroll Checks automatically locked on import
• Balance Adjustments automatically locked when saved
• Bank Reconciliations locked by subsequent reconciliations
• Vendor Bills loc


When calculating Backorder on Invoices for Line Item being partially shipped, Big Business ignores repeat items. The Backorder Quantity (B/O) is not calculated if the Item appears more than once on the Sales Order or Invoice. (5696)


Big Business Server is set so that it will wait indefinitely for Client which is no longer responding. This prevents the Server from accidentally disconnecting a working Client, but means that a Client which has crashed or gone to sleep stays on the server until Abort or Restart.

With 'ghost' users still connected to the server, you may receive a warning that you are out of user licenses when


Big Business begins with your system's default Print Setup, then makes changes as necessary for special printing tasks, such as landscape printing. Other applications which are running concurrently may change print settings as well.

This Solution makes a few suggestions for restoring 'normal' printing when your system unexpectedly alters output. (5691)


The Update Items Import provides a convenient means to:

• update prices--from a spreadsheet, emailed pricelist, etc.
• create new price levels--using values calculated in Excel, etc.
• update descriptions including Detail Description and Custom Fields
• import a new Item Code for part number changes

(5688)


If you view the Sales Order Prefs in the Customer Prefs, Big Business displays the Credit Verification settings from the Invoice Prefs. If you save changes to Customer Prefs, Sales Order Credit Verification is set to the same setting as Invoice Credit Verification.

As a result of this mixup, the only way to keep different settings for Sales Order Credit Verification is to set the Prefs without r


This Solution applies to the Custom Form Report tool only.

By default, dollar amounts on the Custom Form templates in Big Business are formatted to accommodate values upto $999,999.99. If an entry or calculated result exceeds this amount it will be displayed or printed as, "<<<<<<<<<".


For similar information on the built-in forms and Reports in Big Business, see the link below. (5674)


Bookkeeper Reports - continued (5672)


Bookkeeper Reports (5671)


Banking and Employee Reports (5670)


Item Reports - Continued (5669)


Item Reports (5668)


Vendor Reports - Continued (5667)


Vendor Reports (5666)


Customer Reports - Continued (5665)


Customer Reports - Continued (5664)


Customer Reports (5663)


(5662)


Search fields (5661)


This Solution provides step-by-step instructions for using Microsoft Word's Mail Merge feature with Big Business Customer data. (5659)


Big Business lets edit the Description 1 and 2 fields on Line Items. Type the Comment character and Big Business will not look for a matching item and instead keep the changes.

This Solution describes this functionality.
(5655)


Big Business includes per-User Preferences. They are found in Notes Prefs and include:

• Default Window Size - used by new resizable window
• Tool Tips - to hide or show the yellow Tips for fields and tools
• Default Sort Order - choose Descending to show recent items first in sorted lists (5652)


This Solutions describes Launching Big Business for the Windows. This procedure should be followed carefully, to ensure you are not opening the wrong data file. (5648)


Big Business provides straightforward reporting of employee commissions. Using the various options available you can:

-Choose whether to report commission on gross Sales or Profit (margin)

-Assign different employees different commission rates

-Report Commissions on Invoices or Paid Invoices
(5644)


Big Business 3.0.7 adds support for Vendor Debit Memos, including:

• Entering negative Quantities on a Bill
• Creating Debit Memos from Return Requests (negative POs)
• Forms for printing Debit Memos

This Solution describes the new functionality. (5643)


Big Business includes the option to use Retained Earnings as a Category. This settings allows posting directly to the Retained Earnings to make accounting adjustments and corrections with a General Journal Entry or other transaction. (5636)


Big Business Support now offers Custom Forms and Reports as a service at a flat fee (regardless of the complexity of the report). (5634)


Big Business 3.0.7 adds support for Vendor Return Requests, including:

• Entering negative Quantities on a Purchase Order
• Tracking open negative quantities
• Forms for printing Return Requests

This Solution describes the new functionality. (5631)


Big Business tracks several ETA (Estimated Time of Arrival) for anticipating Vendor deliveries and setting customer expectations or scheduling fulfillment.

(5630)


(5627)


Description2 is the third column of Item information displayed on the Item Listing. Description1 and Description2 can be assigned custom names, and Description may appear throughout your Company File with a custom name, such as "Manufacturer", "UPC", "Unit of Measure" or some assignment specific to your industry or needs.

On the Sales Order, Description2 shows on the Expanded tab. (5624)


(5623)


Sales Tax Tags automatically toggle the Taxable status of Items, as they are added to sales transactions, based upon the Customer's Tax Status. (5615)


Big Business 3.0.6 finalizes the functionality of controls for Importing, Exporting, and Deleting Custom Forms and Reports.

The new interchange format is not platform specific, meaning a Custom Form exported from the Mac can be Imported on a Windows machine and vice versa.


(5613)


Big Business 3.0.6 finalizes the functionality of controls for Importing, Exporting, and Deleting Custom Forms and Reports.

The new interchange format is not platform specific, meaning a Custom Form exported from the Mac can be Imported on a Windows machine and vice versa.


(5612)


Big Business 3.0.6 finalizes the functionality of controls for Importing, Exporting, and Deleting Custom Forms and Reports.

The new interchange format is not platform specific, meaning a Custom Form exported from the Mac can be Imported on a Windows machine and vice versa.


(5611)


In version of Big Business 3.0.4 and earlier, when running on Windows, the application automatically adjusts itself to occupy the whole screen (Maximizes itself). In consideration of larger desktops, this default is being changed for Big Business version 3.0.5 (5574)


Big Business includes the ability to import Item Adjustment transactions. Using this feature it is easy to zero you entire inventory (or a selection of Items) then repopulate the inventory with another import. (5570)


Chapter 18 Warehouses (5564)


Setting up CheckMark Payroll's Ledger and Employee information to work with Big Business requires some initial attention to detail, to assure accounts and employee information match in both programs.

Once set up correctly, you need only process your payroll in CheckMark and export the data for import to Big Business. Remember to get CheckMark's annual updates for payroll changes, and keep back


This Solution provides set up information for using CheckMark Payroll (available for both Macintosh and Windows, directly from Big Business Sales) with Big Business. It supplements CheckMark's documentation and provides important tips so that you can easily update your Big Business Company file each payroll period. (5552)


You can restrict the Customer Listing to load just those Customers who are new or have purchased recently (within a specified period). You can still find old Customers with a search. (5543)


Big Business Server is set by default to wait indefinitely for a Client which is inactive. This provides the highest tolerance for changing network conditions, but it also means that a Client which does not Quit properly is still seen by the Server as connected.

(5540)


The Custom Form/Report tool lets you edit Forms(5539)


Big Business includes the option to mark Items as Obsolete. Marking an Item Obsolete removes several Item attributes including Bought, Sold, Inventoried, and the values in Order At Least, When Below, and Quantity Needed.

Once an Item has been marked Obsolete, it can no longer be added to any transaction (e.g. Invoice, PO, Item Adjustment). It is recommended that you wait to mark an Item Obsolet


When you launch Big Business Client it displays any locally available Big Business Server on the Available tab. To connect to a remote Server enter a Name and IP Address on the Custom tab.

This Solution provides instructions for connecting to Big Business Server from a remote Client. (5528)


Big Business allows you to limit employee privileges, which you assign in the Employee Card on the Access tab.

Settings for Cannot Modify Transactions and Cannot Delete Transactions prevent the user from modifying or deleting any saved transaction. (5517)


Big Business includes a Custom Form Template for printing 1099s. (5513)


Big Business Server lists Memory and System Resource settings under Preferences in the Server's Edit menu.
This Solution describes setting the memory usage for Server. (5508)


Big Busines Server for Windows includes the ability to run as a Service. As a Service, Big Business Server can launch automatically on startup of the server, and without logon. (5500)


This Solution, along with Solution# 5177 and Solution# 5178 (linked below), describes the process for entering a returned check. The general process is to create offsetting miscellaneous invoices for the amount of the returned check, and then receive and deposit the negative invoice. This is the third of three solutions detailing the process. (5179)


This Solution, along with Solution# 5177 and Solution# 5179 (linked below), describes the process for entering a returned check. The general process is to create offsetting miscellaneous invoices for the amount of the returned check, and then receive and deposit the negative invoice. This is the second of three solutions detailing the process.
(5178)


This Solution, along with Solution# 5178 and Solution# 5179 (linked below), describes the process for entering a returned check. The general process is to create offsetting miscellaneous invoices for the amount of the returned check, and then receive and deposit the negative invoice. This is the first of three solutions detailing the process. (5177)


This Solution, along with Solution# 5174 and Solution# 5175 (linked below), describes the process for writing off receivables as bad debt. The general process is to create a negative miscellaneous sale for the amount to be written off, and then offset the positive and negative invoices using the receive money tool.
This is the third of three Solutions detailing the process. (5176)


This Solution, along with Solution# 5174 and Solution# 5176 (linked below), describes the process for writing off receivables as bad debt. The general process is to create a negative miscellaneous sale for the amount to be written off, and then offset the positive and negative invoices using the receive money tool.
This is the second of three Solutions detailing the process. (5175)


This Solution, along with Solution# 5175 and Solution# 5176 (linked below), describes the process for writing off receivables as bad debt. The general process is to create a negative miscellaneous sale for the amount to be written off, and then offset the positive and negative invoices using the receive money tool.
This is the first of three Solutions detailing the process. (5174)


This Solution describes how to set up and collect complicated taxes, such as value added tax. (VAT) or compound taxes. You can set up taxes so that they incorporate various local and provincial taxes. (5173)


This document outlines a procedure for generating a refund for a customer who has returned items. (5172, 30123)


From time to time a customer may wish to return an item and you may need to generate an RMA or Return Merchandise Authorization. This solution outlines how to perform this process and to receive the items back into inventory. (5171)


This document describes how to put a customer on credit hold and how to adjust a customer's credit limit. (5169)


This document describes how to put a customer on credit hold and how to modify the credit verification consequences when saving invoices. (5168)


This solution describes how to verify the accuracy of specific fields within Big Business. From time to time for certain reasons Big Business will not be able to update the screen value so that it matches the value stored in the database. By following the instructions in this solution you can verify or recalculate this value in order to view the correct value stored in the database. (5167)


Big Business allows you to set up and use multiple billing and mailing addresses for your customers. This solution outlines the process to setup the multiple addresses and explains how specify which to use as needed. (5166)


You can customize the way Big Business displays and rounds numbers in order to match your needs. This is important if you need to maintain detail on amounts greater than the standard 2 decimal places. (5164)


This document describes the Item data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.

Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated b


This document describes the Customer data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.

Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separat


This document describes how to choose which categories will be used by default in Big Business. After entering your list of accounts and categories, you choose which categories will be used by default in Big Business. If you used predefined categories and accounts, the default categories are already assigned, but if need be you can change them. (5154)


Big Business stores the Templates for the Custom Form/Report tool in your Data File and automatically updates them as needed. This Solution provides instructions for manually updating the Templates. (5006)


You may be required to itemize your tax exempt sales totals on a monthly basis. Each customer is assigned a tax status but this currently cannot be reported on an invoice. Big Business accounts for you taxes collected, and for individual customer's tax status, and invoice totals, but there appears to be no obvious solution on how collect data for totals of paid invoices that were tax exempt for


On the report it has Item code, description 1, descrip 2, Qty sold,
ending inv, Actual turns, and annual turns.

What do "actual turns" and "annual turns" stand for?
(5003)


During the course of your general operation you may encounter a situation where you need to send a deposit to a vendor. In Big Business terms, this means that you will need to generate a check for a vendor without having a final invoice (Bill) from the Vendor.

This Solution outlines the steps you should take in order to create a Vendor Deposit or Pre-Payment, while maintaining the integrity of


Big Business 3.0.0 added the Keyboard Shortcut:
Command - T to switch toolbars
hold the Ctrl (Win) or Apple (Mac) key and press the letter "t"

This previous keyboard command for switching toolbars was Command - F15, a key which is not available on all keyboards.

Typing Command - T switches you to the next Big Business toolbar.

"Feature Request 1) Add Command-Shift-T to cycle through the toolbar


This Solution provides troubleshooting tips for Big Business Server 3.0 for MacOS. (3687)


One instance of Big Business (Single-User or Server) runs ONE company file, which is one set of accounting.

Possible Multi-Company solutions include:

• Two company files used in rotation (i.e. not concurrently)

• More than one copy of Big Business, for use on more than one computer.

To run multiple copies of Big Business, you need multiple licenses. You will also need a custom, secondary Cl


When upgrading, if you have Custom Forms created in an earlier version, these forms may not align correctly in the new version and may print off-center or running onto two pages.

This Solution offers some tips for correcting your existing forms. Worst case, you can always create new forms by copying the contents of the old form onto a new template.

(3685)


You need to save a Page Setup with each Custom Form. Without a Page Setup, the form may print inverted (white on black), backwards, and upside-down.

(3681)


This Solutions describes Launching Big Business for the Macintosh. This procedure should be followed carefully, to ensure you are not opening the wrong data file. (3671)


(3664)


Big Business Server for Windows (3658)


(3655)


(3653)


(3652)


(3651)


(3650)


(3649)


(3648)


(3647)


(3646)


(3645)


(3644)


(3641)


Load Only Active Employees removes Employees from the following lists:

• Sign-In list
• Salesperson lists on Customer Cards and Quotes, Sales Orders, and Invoices
• Employee Listing for the Employee Card tool

Using this feature you can hide old employees names, and prevent them from being added to new transactions or used to Sign-In. (3634)


This Solution provides an overview of exporting information from CheckMark Payroll. (3632)


Big Business 3.0 includes an improved Print Preview for better on screen viewing of printjobs and Reports. This Solution provides a brief description of the tools on the new Print Preview. (3604)


Ethernet networks are adaptive and fault tolerant and will continue working despite partial hardware failures or other problems. Known problems which will degrade network performance, include:

• Incorrect or damaged cabling
• Routing or lookup tables which have adapted to changes and need rebuilding
• Failing Ethernet hardware
(3579)


Q: "I am in Setup and have imported my Items. I don't see a way to add missing Items."

(3572)


Scheduling Customer Sales Orders is a frequent topic for support inquiries. Industries such as manufacturing often receive single orders, which specify multiple future shipments at specified dates or intervals, and "drop dates" after which the order should be canceled if undelivered.

Big Business does not include any any tools directly designed for tracking:

• Multiple ship dates on a single c


Financial institutions (i.e. banks) process your checks by scanning the account information from the bottom of the check (so called MICR printing, now read by Optical Character Recognition). This saves them oodles of time.

If other information printed on the check (e.g. a comment/memo, not a wild signature) encroaches on the bottom (5/8") area, the check may need to be processed manually (and th


This Solution provides a list of the fields exported from the Customer QuickSearch. (3535)


"How about being able to search for a particular item on a Sales Order and have it take you to it. Useful for changing prices or quantities on multipage Sales Orders and Purchase Orders." (3534)


"Why can't I delete Employee Cards?"

Deleting Employee Cards seems the logical solution to removing former Employees from the Sign In Popup. However, if the Employee is listed as a Salesperson on a Customer transaction, or has Imported Payroll records, the Employee Card cannot be deleted. (3532)


Big Business 4.0.8 adds the option to Duplicate a Partial Sales Order to create a new Sales Order with only the Open Items from the original order.

Big Business 5.0.7 fixes a bug, when copying just the Open Items, that the totals are not immediately updated.(3527)


Running Big Business Tools (4D Tools) to Compact and/or Recover your Company File is critical to proper performance and may provide dramatic speed increases:
• Compact removes unused space (deleted records) and reindexes the file
• Recover rebuilds the file (in essence defragmenting it) and reindexes
These procedures are covered in detail in other Solutions.

A Recovered data file may be dramati


Allowing your client or server computer to go to Sleep may lose the connection, and you may lose work in progress.

Sleeping Clients is a new feature in Big Business 11 that does allow Clients to Sleep and resume without restarting the application.

This solution describes turning off Sleep on macOS computers to avoid problems. (3524)


This Solution describes correct usage of the Balance Adjustment tool to adjust Bank Card balances (instead of making a Journal Entry to the Bank Account--not allowed). The Balance Adjustment tool is now located on the Banking toolbar for your convenience. (3516)


The Banking tools in Big Business include several features to accommodate credit card accounts (3507)


Q: I was recently recognized in my office as Most Computer Savvy. Now I'm SAD (System Administrator by Default). What should I do now that I'm SAD?

This Solution provides tips for the Big Business Server network administrator. (3497)


We have had a couple of inquiries about exporting data to Business Manager. Private Business, Inc. (www.privatebusiness.com) facilitates relationships between community banks and small businesses with their online services and Business Manager product.

In reviewing their specifications for importing data, we determined that all the required information is available (or can be tracked) in Big Bus


We receive a good number of inquiries from Big Business users who are upgrading their Internet connections to offerings such as ISDN and DSL. The most common questions relate to a server's function in the connection, remote-access for Big Business, and any problems to watch out for.

This Solution provides some basic information to illustrate the impact that adding or changing your Internet conne


The impetus for this question is clear. It takes four computers to run a three user version of Big Business, because a "dedicated" server is required. The impression is that your best, fastest computer is "not being used" because it is dedicated to the task of serving. Wouldn't it be nice if this machine could function as a workstation and perform as a server in the background?

This Solution p


(3487)


This document describes the Customer data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.

Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separat


This document describes the Accounts and Categories data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.

Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record


By default, Vendor Credits have no schedule date in Big Business. When you create a Vendor Bill or Misc. Bill with a negative total, the Scheduled Date is automatically cleared. The Credit can then be automatically claimed on the next Check Run.

Depending upon your arrangements with Vendors or the timing of events, you may want to schedule the credits so they not claimed until the appropriat


Big Business users ask regularly for a solution allowing them remote connectivity for a Client to Big Business Server. This Solution provides recommendations (3479)


Versions of Big Business up to 2.5.1 do not allow easy searching for Drop Shipments. A QuickSearch of Purchase Orders for "Ship To" information (normally your address, but in the case of a drop ship, the recipient's address) actually searched the Mailing Address (i.e. the Vendor's). (3476)


If the Page Setup in a Custom Form is not set, you may experience one or all of the following:

• Custom Form prints on two pages (defaulting to "Letter Small")
• Custom Form prints Inverted or Negative (black & white reversed)
• Custom Form prints Reversed or Backwards (upside-down or mirror-image). (3472)


On Item transactions (Orders, Bills, Invoices) and in defining Built or Bundled Items, Big Business allows Units with up to five decimal places. The Format Numbers tool, found on the Company Card, allows you to set display and rounding options.

If Rounding for the Quantity is set to zero (0), you will not be able to enter a value other than a whole number. (3471)


This Solution provides an overview of setting up Big Business to import information from CheckMark Payroll. (3453)


(3452)


Setting up CheckMark Payroll's Ledger and Employee information to work with Big Business requires some initial attention to detail, to assure accounts and employee information match in both programs.

Once set up correctly, you need only process your payroll in CheckMark and export the data for import to Big Business. Remember to get CheckMark's annual updates for payroll changes, and keep back


(3446)


(3445)


Several users with LaserWriter IINT's have reported consistent page print positioning problems, causing Big Business forms to print out of alignment (down and to the right half an inch or more) after updating the MacOS. (3441)


The Custom Form/Report Tool lets you include Date, Time, or Page Numbers. (3431)


During startup, Big Business evaluates available memory and arranges for its efficient use. A variety of lists are loaded and a maximum number of open windows determined. Even after a Toolbar appears, Big Business may still be arranging memory, particularly if it is in short supply.

Interrupting this startup may generate the following messages:

• Out of Memory, Quit Big Business as soon as po


This Solution provides set up information for using CheckMark Payroll (available for both Macintosh and Windows, directly from Big Business Sales) with Big Business. It supplements CheckMark's documentation and provides important tips so that you can easily update your Big Business Company file each payroll period. (3424)


Many companies move to Big Business while they still have a surplus of check stock from their previous system. Big Business uses a built-in check layout that calls for a specific format.

This Solution provides information about compatible check stock. (3418)


The Status of a Bank Transaction affects your ability to modify the transaction. For example, a Check with the Status, "Printed," cannot be modified or deleted, and may only be Voided--to preserve an audit trail.

When a Transfer is Reconciled from either Bank Account it is marked In Use. To modify a Transfer it may not be reconciled in either Bank Account. (3417)


To import Price Levels, use a single digit to represent the Price Level. For example, importing "2" will yield, "Price Level 2" or its current label. Importing, "Price Level 2" or "Retail" will be ignored and the default, Price Level 1 will be used. (3415)


This solution describes how to Batch Delete Contacts. If you need to correct an error from an import or delete contacts from prior years that are now out of date, use the Batch Delete tool to remove a group of contacts found with the Contact QuickSearch. (3411)


(3410)


This Solution describes the Consolidate function and the necessary procedures after consolidating your data file to remove old data. (3409)


This Solution describes the Consolidate function used remove old data. (3408)


This Solutions describes the various options for Quitting Big Business, including keyboard shortcuts, Shutting Down or Restarting your computer, and Signing Out to prevent unauthorized access. (3407)


Automatic Notes (3406)


This Solution lists a number of time-saving techniques, such as quick date entry, keyboard shortcuts, (3403)


Using the options found in Big Business Prefs (preference) windows, you can dramatically reduce load time for Histories by limiting them. (3400)


Current reporting for Built Items in Big Business includes:

• Build Report By Item - provides a list of Items, sorted by Item Code, which need to be built, including components needed.
• Build Report by Component - provides a list of components, sorted by Item Code, and quantities needed for Items that need to be built.
• Buy Report for Builds - provides a list of components which need to be p


Automatic Notes (3350)


(3349)


to facilitate duplex printing (3347)


When saving an Invoice it would be helpful to be warned if any of the Items on the Invoice are out of stock or if the order exceeds current available stock. (3346)


Auto-Enter Quantity (3345)


Big Business allows you to set a Default Entry Tab for Invoices. (3342)


This Solution describes the new Expanded Line Items Tab on Invoices. This feature was added in Big Business 2.5, allowing you to see stock levels (Inventory Allocations, Quantity on Hand, etc.) while completing an Invoice. (3341)


Listing Backorders on Invoices (3340)


When setting up a backup procedure, upgrading, or updating from an earlier version of Big Business, you will need to find your Data File. This Solution provides a few suggestions. (3339)


(3337)


(3336)


(3335)


(3334)


(3333)


(3332)


Big Business allows you to set a Default Entry Tab for Sales Orders. (3331)


This Solution describes the new Expanded Line Items Tab on Sales Orders. This feature was added in Big Business 2.5, allowing you to see stock levels (Inventory Allocations, Quantity on Hand, etc.) while completing a Sales Order. (3330)


(3329)


(3327)


Mac OS 8.5 includes the Appearance Control Panel. We are told some (non-Apple) Themes which alter Menus conflict with Big Business, causing crashes when menus are accessed.

We found systemwide problems when Appearances were used initially. Restarting eliminated the problems. (3325)


(3324)


Big Business includes the option to require unique Item Codes in the form of a checkbox on the Item Preferences (Item Prefs) card. This is very valuable for data integrity. When users are not forced to use unique codes it is possible to create two items with the same code. Requiring unique codes prevents accidents such as putting the wrong item on a transaction or double entering the item (e.g.


Big Business includes the option to Auto-Generate a Vendor Code in the form of a serial or sequential number. (3322)


(3320)


(3317)


(3316)


(3314)


(3313)


(3312)


(3311)


(3310)


(3309)


(3308)


There are several situations that prevent Big Business from quitting:

Big Business is still Posting
An AppleEvent problem (Mac)
Preference problems
PRAM problems (Mac)

This Solution address the problem of being unable to Quit Big Business that is caused by returning to the application by "relaunching" under all iterations of MacOS 8. (3306)


(3295)


This Solution provides instructions for using new features in the Bank Reconciliation. (3294)


(3292)


(3290)


Big Business allows you to paste in your own company's artwork or logo so that it will print on the built in forms. This solution outlines the process of entering your own graphic so that it will appear on the built in forms. (3289)


This solution describes how to edit your contact information. The company card in Big Business includes spaces for your Company Name, Address, Phone, Fax, URL (web address), and E-Mail information. (3288)


(3286)


"Importing data on my Mac offers me a choice of translations for my tab-delimited text file. Which one do I choose?" (3285)


Big Business includes a Consolidate function to remove old, finalized data. Removing this History can make your Data File smaller and easier to backup and if historical entries are no longer useful for reference, removing them will reduce clutter.

Consolidation should only be considered as a last resort for improving performance. Performance should be addressed by other maintenance, tuning, and


This Solution documents a entry error that generates the following alert:

"One or more records needs a value in the Item Code, Description 1, or Description 2 field" (3283)


Run 4d tools!

(3281)


Q: "My Sales department wants to find out who are top ten customers are so far this year."

Prior to Big Business 3.0, the solution to this problem was to export a sales report, open the exported file into a spreadsheet, and sort the file by total sales.

Big Business 3.0 added new Questions in the Q&A tool, including a few to answer this problem. (3278)


Big Business lets you Carry Forward a Quote to an Invoice, bypassing the Sales Order. (3277)


This Solution outlines the procedure for saving a Bank Reconciliation in progress (that is partially completed) so that missing transactions can be entered. (3275)


This Solution describes the process for changing the Beginning Balance on a new Bank Reconciliation. This feature is useful for:

• Resolving a discrepancy between the cumulative Reconciliation Ending Balance and the actual Balance of the Bank Account.

• Creating Bank Reconciliations out of sequence

• Accommodating Reconciled transactions which have been Duplicated (3274)


(3273)


Using Custom Form/Report Templates (3271)


Big Business 10 updates the Custom Form Report tool.

The new feature of note is Zoom.

This Solution provides a brief description. (3270)


Printing Custom Forms and Reports (3269)


To save you time, Big Business suppresses the Page Setup and Print dialogs you normally encounter in other applications. This allows for automatic printing of transactions and batch printing of numerous transactions. For example, you can specify in the Customer Prefs tool that you always want Invoices to Print automatically (Don’t Ask option). You can select an Invoice and Packing Slip to print


(3267)


(3266)


Use the new Order Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Invoice forms:

Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text

Read the instructions below for maximizing the benefit of these options. (3265)


Use the new Order Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Sales Order forms:

Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text

Read the instructions below for maximizing the benefit of these options. (3264)


For various reasons including timing problems, display settings, your desktop layout, relocation windows to the edge of the screen, and so on, you may find it necessary to relocate a modal dialog in Big Business to:
• Refresh a blank window
• Access OK of Cancel buttons that are off-screen
• Relocate a dialog to see information on a background window (3263)


This Solution describes the Server Administration Window (3260)


This Solution describes Quitting Big Business Server for Mac OS X. (3259)


This Solution describes launching Big Business Client for Mac OS X to connect to Big Business Server (3257)


This Solution describes launching Big Business Server for Mac OS X and selecting a Data File. (3256)


This Solution describes moving your Data File to Big Business Server for Mac OS X. (3255)


This Solution describes building a Company File (data file) for use with Big Business Server for Mac OS X. (3253)


This Solution provides recommendations for importing data into a new Big Business data file from QuickBooks 4.0 for Macintosh. (3251)


(3250)


(3249)


This Solution describes Getting Started with Big Business Server for Mac OS X. (3248)


This Solution describes how Big Business Server for Mac OS handles multiple users and in-use objects, such as a Sales Order which is locked In Use when another user is modifying it. (3247)


This Solution describes how Big Business Server for Mac OS handles multiple users and single-instance objects, like Check Run when another user is already using it. (3246)


This Solution describes how Big Business Server for Mac OS handles multiple users and single-instance objects, like a Deposit when another user is already using it. (3245)


Big Business Client (used with Big Business Server) includes buttons to update lists (Customer, Vendor, Item, etc.) to check for new entries made by other users since you started your Client. (3243)


This Solution describes how Big Business Server for Mac OS handles multiple users and can update lists, like the Customer Listing when other users jhave modified it. (3242)


This Solution describes how Big Business Server for Mac OS handles multiple users and exclusive objects, like the Maintenance Prefs when other users are signed-in. (3241)


This Solution describes how Big Business Server for Mac OS handles multiple users and exclusive objects, like the Maintenance Prefs when other users are signed-in. (3240)


This Solution describes how Big Business Server for Mac OS handles multiple users and single-instance objects, like Make A Payment when another user is already using it. (3239)


This Solution describes how Big Business Server for Mac OS handles multiple users and single-instance objects, like a Deposit when another user is already using it. (3238)


This Solution describes how Big Business Server for Mac OS handles multiple users and displays in-use objects, like a Customer Card which is locked In Use when another user is modifying it. (3237)


(3236)


This Solution desribes installation (installing) of Big Business Server for Mac OS. (3233)


This Solution provides the System Requirements for Big Business Server for MacOS X. (3232)


This Solution provides an introduction to Big Business Server for Mac OS and a brief description of client / server architecture and benefits. (3231)


How do I define Royalties? Can I QuickChange Royalty Amounts or Percentages? (3230)


This Solution provides instructions for splitting single items across Departments or profit centers. (3228)


This Solution describes the tracking of multiple profit centers within one Company File, using the Department tag on transactions. (3227)


This Solution provides detailed information for selecting compatible labels from the many standardized label sizes available. (3224)


(3222)


(3220)


Selling (or Building from ) Items which are Inventoried which have a negative Quantity on Hand uses the Cost, rather than the Average Cost, for any postings. If this value is zero when it should be a positive dollar amount, Inventory valuations and Cost of Goods Sold numbers may be out of balance until the Item is purchased and its Quantity on Hand restored to a zero or positive value.

Big Bus


(3217)


Big Business provides straightforward reporting of Royalties. This Solution outlines a few of the Settings that can be used to produce desired output. Additionally, suggestions are offered for extracting data from Big Business for more complex Royalty calculations. (3215)


The ability to delete old Invoices en masse has long been requested by Big Business Users who use the Import and Memorize/Recall features to automate their repeat billing. Eventually, some mistake is made, and in Version 2.0 the only correction is to delete each and every Invoice, one by one. (3213)


The ability to delete old Sales Orders en masse has long been requested by Big Business Users. (3212)


Big Business prints Mailing Labels for use on envelopes and parcels that have a preprinted return address. You can print address labels from QuickSearches or from individual transactions. If the sheet labels you are using have been used previously, you can specify the the row and column of the first available label to use the remainder of the sheet. (3211)


Selling (or Building from ) Items which are Inventoried which have a negative Quantity on Hand uses the Cost, rather than the Average Cost, for any postings. If this value is zero when it should be a positive dollar amount, Inventory valuations and Cost of Goods Sold numbers may be out of balance until the Item is purchased and its Quantity on Hand restored to a zero or positive value.

Big Bus


Big Business 2.0 designates several Deluxe labels for use with Big Business. Deluxe is no longer offering these labels.

The labels in question are:
#92127 or #91863, 3-up labels used for Addresses and Price Labels
#82050 or #82121, 2-up labels used for Addresses and Price Labels
#82116, 6/sheet labels used for Shipping Labels and Allocation Tags

This Solution provides detailed information for


Big Business includes the option to Auto-Generate a Customer Code in the form of a serial or sequential number. (3205)


Big Business prints Shipping Labels for packages and large envelopes. You can print these labels from Searches or from individual transactions. If the sheet labels you are using have been used previously, you can specify the the row and column of the first available label to use the remainder of the sheet. (3204)


Big Business provides extensive Rounding customization with the Format Numbers tool found on the Company Card.

If you (ever, accidentally) set the Rounding for Extended Price to more than two decimal places, you may encounter the following problems:

• Invoices with a Balance or Open Amount of $0.00 appear on a Receive Money to be paid.
• Invoices with a Balance or Open Amount of $0.00 appear o


Big Business provides a Misc. Bill tool for entering Vendor Bills without Line Items. Use this tool for entering Bills that do not pertain to Item Cards. When creating a Misc. Bill, the Expense Category on the History tab of the Vendor Card is used. For example, for the telephone company, you might enter your Telephone Expense Category. Then when you create Misc. Bills for the phone company, t


If you are a tax exempt organization per Section 501 of the IRS Code, you are a nonprofit fund accounting operation. Federal, state, and local government organizations are also fund accounting operations.

If you are operating on a fund accounting basis, you must set up separate funds based on regulations, restrictions, and limitations as they apply to your organization. They must be treated as


This Solution provides a procedure for tracking Consignments from Vendors.

By definition, consigned product is valued in the consignor's inventory. As the consignee you do not value consigned product in your inventory, nor do you record any liability to the Vendor until you have sold the product. This Solution assumes that you, not your Vendor, will be invoicing your customer. When you are rea


Big Business will automatically calculate the Sales Tax for a Line Item if the following conditions are met:
-the Tax Status is properly defined with a Category and a calculation
-the Customer for the transaction has a Tax Status assigned
-the Taxable checkbox on the Item Card is checked

This works for most situations because if one criterion is not met, tax is not calculated for the Line Item.


One method that gives you control over your credit card receipts is to create a clearing account as a Bank Account in Big Business to which you deposit the full amount of each Receive Money. As these funds are captured and deposited in batches you can transfer to the appropriate Bank Account the net amount of the deposit.

Issues such as discounts, processing fees, any delay imposed by your mer


This solution offers one option for processing credit card receipts on which transaction charges are immediately applied and only the net amount is deposited to you bank account. This solution assumes that you do not use Customer Discounts Allowed in their normal capacity (i.e. giving Customers a discount for paying their invoices early, such as 2% 10 Net 30 Terms, which are due in 30 days but of


This Solutions describes various methods for determining the exact version of Big Business you are currently using and methods for updating.

There are several iterations of Big Business 2.0. As of this writing the current version is 2.0.7, essentially the seventh minor update of 2.0. Each minor update contains fixes to problems and performance enhancements.

Along the way there are substantia


(3182)


Use the new Quote Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Quote forms:

Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text

Read the instructions below for maximizing the benefit of these options. (3178)


Big Business provides the ability to Memorize a transaction, search, or list of transactions, throughout.

One of the best uses for the Memorize feature is providing a quick and easy method for entering recurring transactions, such as Bills.

This Solution provides important information for using a Memorized Bill List to enter recurring Vendor Bills. (3175)


Unapplied Receive Money transactions can result in a Customer Statement with a 0.00 zero-dollar balance, indicating that they have "open" Invoices and offsetting Receive Money payments which have not been applied to their Invoices. (3167)


Improving Big Business Performance for Large Data Files (3166)


“I want my special order Items that are drop shipped to post directly to my Cost of Sales account, but I don’t want to Inventory this Item.”

In some instances, Items which would normally be inventoried (e.g. physical goods of value) may not need to be tracked as inventory. Check with your C.P.A.
(3165)


Big Business identifies the following types of Bank Accounts:
Cash
Checking
Credit Card
Loan
Savings

When creating a new Bank Account, do so only in the Bank Card tool. Setting the Bank Account Type determines the way in which Big Business will maintain the account. By using the “Credit Card” or “Loan” Bank Account Type you create an account whose balance increases when it is used for payment (


There are several situations that prevent Big Business from quitting:

Big Business is still Posting
An AppleEvent problem (Mac)
Preference problems
PRAM problems (Mac)

If you force Big Business to Quit, and there are still Postings queued, you may lose these Postings. Read the procedure below to determine and correct the problem (3156)


Version 2.5 of Big Business expands the Customer Credit Verification options to include Sales Orders. Earlier versions of Big Business would Warn the User or Prevent Saving of Invoices for those Customers who had been placed on Credit Hold or had exceeded their Credit Limit.

Big Business 2.5 adds the option to Warn the User or Prevent Saving of Sales Orders for Customers who have been placed on


Finishing the Setup Process (3152)


Entering Item Information (3151)


Entering Vendor Information (3150)


Entering Customer Information (3149)


Entering Account and Category Information (3148)


Entering Company Information (3147)


Saving Your Changes / Getting Details About Set Up (3146)


Setting Up Big Business (3145)


Installing Big Business (3144)


Before You Start (3143)


Getting Started with Big Business. (3142)


The Calculation of Other Charges on a Big Business Quote, Sales Order or Invoice can be used in a variety of ways including:

-Automatically entering a “Fixed Amount” to be included in the Total, but excluded from the Subtotal and Tax (e.g. flat handling charge)
-Calculating a “Percentage of Subtotal” (e.g. Discount, Surcharge, Freight by value)
-Calculating a “Percentage of Taxable“ (e.g. a seco


The ability to delete old Quotes en masse has long been requested by Big Business Users who generate numerous Quotes. Many companies have a high Quote to Sales Order ratio. In the end, they may only convert a few Quotes to Sales Orders.

The Items that are sold contain historical transaction information and can not be deleted. The Items that have only been used in Quotes can be deleted by first


(3127)


The ability to delete unused Items en masse has long been requested by Big Business Users who generate numerous Quotes. Many companies want to be able to Quote from an imported catalog of Items. In the end, they may only end up selling a fraction of the Items they imported for Quotes.

The Items that are sold contain historical transaction information and can not be deleted. The Items that have


(3125)


(3123)


Overview:
This document describes the process to adjust the balance for accounts after SetUp is complete.

Details:
The account balances entered during the SetUp are stored in a General Journal entry. This General Journal #0 will be given the data you specified during SetUp and is locked and cannot be adjusted once you have completed the SetUp Checklist. It is locked because of the complexity of


It would be convenient to have access to Customer Shipping Addresses and additional Ship To’s from the Shipping Address selection on a Purchase Order (3120)


Command Key Equivalents

This document describes keyboard shortcuts to perform specific tasks inside of Big Business using the Command key (a.k.a. “Apple,” “freeway interchange”, “clover”) immediately adjacent the Space Bar.

(3119)


Control Key Equivalents

This document describes keyboard shortcuts to perform specific tasks inside of Big Business.

(3118)


Importing Accounts and Categories
If your business has been using accounting software, you may be able to import the software’s account and category information into Big Business. Importing from your old software allows you to maintain your system of account names and to automatically bring over your current balances.

Before importing, of course, you should make sure that the data in your old so


Using Predefined Financial Categories
If you’re starting a new business or want to completely overhaul your current accounting system, the easiest way to set up your accounts and categories is to let Big Business do it for you. Big Business includes a number of different predefined account and category arrangements, each tailored for a particular type of business. You choose the type of business t


Entering Account and Category Information

There are three ways to enter account and category information:
• Using predefined accounts and categories
• Importing accounts and categories from a text file exported from another
accounting program
• Manually entering categories and accounts

The following sections include instructions about each of these methods. See “Using Predefined Financial Catego


Understanding Text Files

When you export from accounting software, data is placed into a text file in which individual items of data are separated by tabs. For example, suppose you have a spreadsheet file with a row for each customer and columns for name, address, city, state, and zip code. When you export the data, each line is converted into a paragraph and each column is converted into a text


Importing Data from Other Programs

Importing data from your previous accounting or contact management software can save time and ensure a smooth transition to Big Business.

You can import account and category, customer, vendor, and item information from text files. Many software packages can export data into text files, which you can then import into Big Business. Check your old software’s docum


Chapter 13, page 1, Setup Details and Importing Data provides setup instructions for setting up a new Data File. (3110)


Importing Information into Big Business
To make it easier to transition to Big Business, you can import information from other applications. For example, you can import a list of contacts from a contact manager. You can also import financial records, such as lists of transactions, general journal postings, and budgets. (Importing from payroll software follows a different pattern. See “Importing Pa


Click the Access tab in the Employee Card to assign Privileges and Access to different features in Big Business, including:

• Export - without the export privilege a user can’t save data or reports to a text file.
• Terms - control a user’s ability to change customer or vendor terms
• Change - control a user’s access to Quick Change (Update or Apply) in Searches
• Delete - control a user’s acc


Viewing the Employee History
Employee Cards can now maintain a history of checks paid to employees. The history
includes both miscellaneous checks paid to the employee and payroll checks
imported from third-party payroll software. See “Importing Payroll Information” in Chapter 8 for instructions.
To view the employee history:
• Click the History tab in an Employee Card. (3102)


Entering a Commission Rate
Big Business Version 2.0 allows you to enter commission rates for your employees and
keep track of the commission amounts they earn.
When you enter a commission rate, it applies to either the total sales or the profit generated by the employee, depending on a selection you make in the Employee Preferences window. (The total sales and profit amounts are based on invoices


To print using a Custom Form you select it from the Print Options. To edit this Custom Form, for example to change its layout, alignment, content, etc., you return to the Custom Form/Report tool on the InfoCenter toolbar. (3097)


Designing Custom Reports
Big Business allows you to create customized forms and reports. For
example, if you have preprinted stationery that doesn’t work with the standard arrangement of a Big Business invoice, you can rearrange the fields to make them fit.

A number of templates are supplied with Big Business. You use these templates as the basis for customized reports and forms. You make changes


New Q&A Questions
Big Business Version 2.0 includes 21 new Q&A questions, including:
• Which customers on are credit hold?
• Which orders are waiting for items to arrive?
• Which invoices are past due?
• Which vendors do I need to purchase items from?
• Which bills have an open balance?
• Which items need to be ordered?
The Q&A functionality remains unchanged. See “Using Q&A” in Chapter 8 of the B


You can use Contact Cards to keep track of potential clients or suppliers. Big Business lets you automatically convert Contact Cards into Customer or Vendor Cards when needed.

This Solution describes Converting Contacts to Customers or Vendors. (3093)


Big Business Version 2.0 includes a number of new Info Center features and
enhancements:
• You can convert Contact Cards into Customer or Vendor Cards
• New Q&A questions have been added.
• New reports have been added and existing reports improved.
• Reports can now be saved to text files.
• A new Custom Form/Tool feature allows you to design and print customized reports.
See Chapter 8 of the Big


Setting the History View Duration
You can determine how many days of transaction information are displayed in the History view of Item Cards. The default is to show all transactions, but you can enter a specific number of days if you prefer.
If you set a specific number of days, all open transactions are displayed, even if they are outside the time period you specify. Similarly, transactions dated


Defining Royalty Terms for Items
Big Business Version 2.0 lets you define royalty or licensing fees for items you sell. You can define the terms as a percentage of the sales price or as a fixed amount per item sold.
You can find out how much you owe in royalty fees by generating a Royalty Report in the Info Center. For more information about reports, see “Using Reports” in Chapter 8 of the Big Bus


Setting the History View Duration
You can determine how many days of transaction information are displayed in the History view of Customer Cards. The default is to show all transactions, but you can enter a specific number of days if you prefer.
If you set a specific number of days, all open transactions are displayed, even if they are outside the time period you specify. Similarly, transactions d


Using Multiple Mailing and Payment Addresses
It’s not uncommon for a single vendor to have more than one address. Big Business now allows you to choose from all the addresses entered for the vendor, including those entered in the Additional Contacts area of the Vendor Card. See “Entering Additional Contacts” in Chapter 4 of the Big Business User’s Guide for instructions.

To use alternate addresse


Changes to Vendor Features
Big Business Version 2.0 includes a number of new Vendor features and
enhancements:

• You can choose from multiple vendor mailing addresses on purchase orders and bills.
• You can control printing preferences separately for purchase orders and bills.
• You can determine how many days of transactions to display in the History view of Vendor Cards.

See Chapter 4 of the B


Setting the History View Duration
You can determine how many days of transaction information are displayed in the History view of Customer Cards. The default is to show all transactions, but you can enter a specific number of days if you prefer.
If you set a specific number of days, all open transactions are displayed, even if they are outside the time period you specify. Similarly, transactions d


Big Business lets you set printing defaults for Quotes, Sales Orders, and Invoices. The preferences you set appear in the Print Options dialog box that appears when you print. (3079)


Customer Preferences Changes
The Customer Preferences window includes a number of new features.
Determining Credit Verification Consequences
You can choose what happens when a customer exceeds their credit limit or you place them on credit hold. There are three options:
• Displaying a warning message and preventing new invoices from being saved.
• Displaying a warning message, but allowing new inv


Quotes, Orders, and Invoices total weight of the line items. These totals are based on the shipping weights entered into Item Cards. (3077)


Defining Complex Sales Taxes
Big Business supports VAT (Value Added Tax) and other complex sales tax structures. You can define and use sales tax rates that combine multiple individual taxes—local, provincial, and federal, for example. If you choose the Calculate First option for a tax, other taxes are calculated to include it.

To define complex sales tax structures:
1. Choose Show List from the


This Solutions describes changing the Price Level in Quotes, Orders, and Invoices. (3075)


On each quote, sales order, and invoice, you can choose from the Other Charges fields that have been defined. If you change the Other Charges field when dollar amounts have already been entered, Big Business recalculates the total if necessary.

To choose an Other Charges field:
• Choose the item you want from the Other Charges QuickPop list. (3074)


Other Charges can be chosen for each Quote, Order, or Invoice, and can be used for calculated values. For example, one invoice might include a freight charge based on shipping weight while another might include a rush charge based on a percentage of the invoice total.
You define the charges that you want available through the Other Charges field. You name the field, decide how charges should be ca


If you enter long descriptions in Item cards, these descriptions can appear as comments for line items. See “Including Long Item Descriptions as Comments” in Chapter 5 for more information.

You can read or edit comments by clicking the small document icon in the rightmost column.

This Solution describes using this features. (3072)


It’s not uncommon for a single customer to have more than one address. Big Business allows you to choose from all the addresses entered for the customer, including those entered in the Additional Contacts area of the Customer Card.

This Solution provides instructions for use. (3071)


Placing Customers on Credit Hold
If you have a credit problem with a customer (because of late payments, for example), you can place the customer on credit hold. Depending on the option you choose in the Customer Preferences window, a hold can prevent you from saving an invoice for the customer or simply display a warning message. See “Determining Credit Verification Consequences,” later in this c


Changes to Customer Features
Big Business includes a number of Customer features and enhancements:
• You can choose from multiple customer shipping and billing addresses on quotes, sales order, and invoices.
• Long comments can be included with quotes, sales orders, and invoices.
• The Other Charges field includes calculations.
• You can adjust the price level for individual quotes, sales orders,


Changing Values with QuickSearches
To make updating easier, Big Business Version 2.0 allows you to change records found with QuickSearches. For example, instead of opening quotes individually, you can search for quotes that expire today and extend their expiration dates as a group.

This feature is available for most QuickSearches. The presence of the QuickChange button in the list window indicate


Memorizing and Recalling QuickSearches
When you use Big Business, there are probably QuickSearches that you do over and over. For example, you may look for potential billing problems by searching for customers whose balance exceeds a certain amount.
To make it easier to perform these routine searches, Big Business Version 2.0 supports the Memorize and Recall feature for QuickSearches. See “Memoriz


Big Business automatically prints transactions as they are saved and allows you to choose to send them to a specific printer, email, or save a PDF.

This Solution provide instructions to print an entry. (3066)


Some business applications have a mandatory end of year procedure for archiving data, shifting balances among accounts, and so on. Big Business's reporting handles this for you, so there is no required procedure. You can demonstrate this facility to yourself by running a Report for a future date (e.g. a Profit and Loss Statement or Balance Sheet dated in the next fiscal year).

Big Business main


“We have a business that offers a progressive discount based on
the invoice total. Would it be possible to assign a negative value to an item in the "Other Charges" category?”

Yes!

The Calculation of Other Charges on a Big Business Quote, Sales Order or Invoice can be used in a variety of ways including:

-Automatically entering a “Fixed Amount” to be included in the Total, but excluded from t


“The name and address fields are not set up for international customers. Many foreign countries don't use the city, state, and zip code format this country uses.”

While this is true, Big Business does allows ample room for most sorts of addresses. If you run into a difficult address use the guidelines below to achieve best results.

(3057)


Big Business has built in Budgeting and Budget Reporting with the following features:

-Establish Budgets by Category by Period (Categories are all Accounts except Special Status Accounts: A/P, A/R, Bank Accounts, Inventory, Current Year Earnings, and Retained Earnings)

-Import Budgets

-Report Budgeted vs. Actual for a range of periods for a selection of Categories (3056)


The Custom Form/Report tool lets you edit the layout of forms and create simple reports. It provides Templates that resemble Built-In Forms in appearance and are pre-programmed to appear in the appropriate Print Options. This Solution provides a brief overview. (3055)


Big Business calculates Item Costs on an Average Cost basis. This means that if you purchase an Item for $1.00 and purchase a second of the same Item for $2.00, your Total Cost for this Item will be $3.00. Average Cost is then calculated based on the Total Cost of the Item, divided by the Quantity on Hand. In this case, the Average Cost would be $1.50.

You may have problems with erroneous Item


Export options in Big Business can be very handy.

For any Search (i.e. Customer, Quote, Order, Invoice, Receive Money, Vendor, PO, Bill, Item, Item Adjustment, Bank Account, Bank Transaction, Note, Contact, Employee, Category, Account, General Journal, Posting, etc.) click Export to save a Tab-Text file which you can use in a spreasheet or other program. (3048)


“Please make it so that account numbers are printed on the invoices,
orders, statements, etc. Customers would greatly appreciate it.” (3045)


It’s hard to imagine that other applications don’t check for something as simple as a duplicate Bill (Invoice from a Vendor). The impact can be serious when you get an invoice with a shipment and duplicate by mail. But we do get asked this question periodically. Rest assured, it is extremely difficult to double pay a vendor. (3044)


When you are placing a Sales Order for a customer it is convenient to know the status of your inventory. (3043)


When saving a Sales Order it would be helpful to be warned if any of the Items on the Sales Order are out of stock or if the order exceeds current available stock. (3042)


Most lists in Big Business can be sorted by clicking on the title of a column. The column that is sorted becomes underlined when the list is sorted. The Sort Order button on the right side of the title bar allows the user to switch between Ascending and Descending sort. Often when searching for an item in a search or Pop-Up menu, sorting the list can save you time. Pop-Up lists have the added


Big Business includes the option to Auto-Generate an Item Code in the form of a serial or sequential number. (3039)


Big Business 2.0 includes the option to require unique Item Codes in the form of a checkbox on the Item Preferences (Item Prefs) card. This is very valuable for data integrity. When users are not forced to use unique codes it is possible to create two items with the same code. Requiring unique codes prevents accidents such as putting the wrong item on a transaction or double entering the item (


To save time, Big Business lets you skip the Page Setup and Print dialogs. This allows for automatic printing of transactions and batch printing of numerous transactions.

To access the Page Setup or Print dialog, you can choose Show Print Dialogs. (3035)


Big Business has long had an option to copy the Vendor Part Number from the Item Card into the Purchase Order Line Item Comment. The option of copying the Detail Description would help with ordering special orders.

Big Business 4.2.3 adds the option to copy the Detail Description from the Item Card to the Line Item Comments on a Purchase Order. (3033)


Selling an Item into a Negative Quantity on Hand in Big Business Version 2.0 may result in incorrect values in the Item's Average Cost and Total Cost.

See Solution#3052 (Adjusting for Incorrect Item Average Costs) for details and a fix. (3025)


Purchase Orders have a Closed checkbox, for closing PO's that are backordered, cancelled, or will never be filled. This lets you keep a record of the order while updating inventory On Order Qty's. Purchase Orders can also be Deleted by clicking the Delete button. (3023)


Sales Orders have a Closed checkbox, for closing Sales Orders that are backordered, cancelled, or will never be filled. This lets you keep a record of the order while updating inventory allocations. Sales Orders can also be Deleted by clicking the Delete button. (3022)


When you create your Data File, Big Business warns you to check the Start Date and Year End Month carefully because once Setup is complete they cannot be changed. This does not prevent the IRS or your Board of Directors insisting that you change your Fiscal Year End Month. (3021)


The ability to import Sales Orders with Line Items, which can be converted to Invoices at the click of a button in Big Business, would enable several useful facilities.

You could potentially generate transactions in a Single-User copy of Big Business on your portable (laptop) and then upload the Sales Orders to your working copy of Big Business when you returned to the office.

You might also


Big Business will generate an error when trying to save a transaction if the necessary Accounts are not specified. For example, an invoice including an Inventoried Item that does not have a Cost of Goods category specified will not save because the postings do not balance. BB displays an error message indicating there is a problem with Categories and requesting that you check the Split Postings


This is a duplicate record listed under "Bookkeeper." The original is under "Banking" as this procedure is properly performed from the Banking toolbar.

Big Business does not allow a Journal Entry (from the Journal tool on the Bookkeeper toolbar) to a Bank Account because it would create an entry the would not show up on a Reconciliation. (3007, 30721)


Big Business does not allow a Journal Entry (from the Journal tool on the Bookkeeper toolbar) to a Bank Account because it would create an entry the would not show up on a Reconciliation. To post to a cash account (set up as a Bank Account in Big Business) use the Balance Adjustment bank transaction (3006, 30721)


The Big Business Bank Reconciliation feature is versatile and user-friendly provided you know what you're doing. This solution teaches you how to:
-Reconcile a Bank Account in Big Business.
-Save a reconciliation in progress, so that you can enter missing transactions and return to complete your reconciliation.
-Verify that your reconciliation is complete.
(3005, 30707)


System Maintenance (2607)


Multi-User Tools (2606)


Check Run/Schedule Payments Tools (2605)


Single-Instance Objects (2604)


In-Use Objects (2602)


Updating Lists (2601)


Server-Specific Features (2600)


Server Features (2599)


Serving the Data File (2598)


Connecting Clients to Big Business Server (2596)


Installing Big Business Clients (2590)


Preserving Data Files and Uninstalling (2588)


The Server Administration Window shows user connections and memory usage. (2586)


Server Directory and Files (2584)


Installing Big Business Server on Windows (2582)


Product Registration and Technical Support (2581)


Upgrading Big Business (2580)


Big Business Server Notes (2578)


Before you start installing Big Business Server for Windows, make sure you meet the System Requirements (2576)


Multi-User Licensing (2575)


About Server Setup (2574)


Getting Started with Big Business Server (2573)


Introduction to Big Business Server (2572)


This Solution is provided as an example, like (1234).



  1 - 1638 of 1638