Icon Prefs

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)


  Employees Search

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)


  Xi Icons

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)




  Cloud Services

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)


  Viewing the Employee History

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)


  Load Only Active Employees

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)


  Confirm Item Card Changes

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)


  Disable Subform Restore

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)


  Department Mandatory

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)


  Access Privileges

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



  Use Retained Earnings as a Category

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)


  Cannot Modify / Delete Transactions

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)


  Protect Transactions

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


  Entering a Commission Rate

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


  Reporting Employee Commissions

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)


  CheckMark Payroll (Win): Set Up

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)


  CheckMark Payroll for MacOS

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)


  CheckMark Payroll (Win): Ledger and Employee Setup

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


  CheckMark Payroll (Mac): Setup

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


  CheckMark Payroll (Mac): Exporting

This Solution provides an overview of exporting information from CheckMark Payroll. (3632)


  Stock Prefs

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)


  CheckMark Payroll: Importing

This Solution provides an overview of setting up Big Business to import information from CheckMark Payroll. (3453)