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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)

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).

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 initially with 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.

Ths 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.

Ths 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.

Ths 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

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 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)

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

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)

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

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)

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)

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)

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).

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)

Big Business Banking Prefs let you choose a layout for printing checks(5793)

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)

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 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)

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)

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)

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)

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.

Ths Solution provides options. (6915)

This Solution provides compatibility information for Big Business and Windows Server 2008. (6133)

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

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

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

Home Pad is a new control window for Big Business to:
• simplify returning to the program from another program
• support new options
• simplify quitting the program

This solution provides details

Drop User is a button on Server Admin that lets you disconnect a user.

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)

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

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

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).


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)

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)

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)

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

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.

Ths 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.

Ths 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.

Ths 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)

PO Prefs include:

• Add PDF

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


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


Advanced Bill Prefs include:

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


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


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.

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)

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

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)

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

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.

Ths 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.

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

The Import to create General Journal entries is being revised.

This Solution provides details. (6869)

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)

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

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)

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)

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)

Middleware Update checks and updates needed fields in Middleware.

This Solution provides details. (6860)

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)

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".

Ths Solution lis

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

This Solution provides details. (6855)

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)

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

This Solution provides details. (6857)

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

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

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)

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).

Ths Solution provides details. (6853)

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

Ths Solution provides details. (6852)

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

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