Big Business includes options for using Landed Cost to evaluate profitability on Quotes, Orders, and Invoices, and more.
This Chapter collects a few of these settings and options.
Big Business Open Edition supports an option to set up your own Server in the cloud.
This enables full control of access to your data and documents from multiple locations.
This chapter describes this setup using Amazon Web Services (AWS) as the example.
BigBusiness 16 is being readied for next year and the next advancement in networking.
This means building it now, to test, before the final Database is even available (2026). So it is an Alpha build on a Beta, as it were, but an early look at whatever comes next.
What is being readied for is AI anywhere, that changes Systems and Apps you rely on. BigBusiness had some issues with Office 365, for example, right when Copilot started.
Change Queue keeps a list of changes that need to be made to ensure utmost accuracy.
If you write an invoice on Terms there is a Customer Balance that needs to be changed. And there are Accounts and Items and perhaps an Order that need to be changed, asap.
BigBusiness queues changes to handle them transactionally, sequentially, and speedily. The goal is an articulate process that keeps up to the minute accounting and inventory.
AI helps you generate content--a decription, an image, a message--per your prompting.
Big Business can help automate your successes to help share across your organization. Test in Gemini Settings asks for a description of your city. This works for any city*.
If you want a custom button to ask for a decription, an image, a message, that is easy. You will have already done the hard part, asking AI for the crafted response you want.
SQLite Connect lets you choose high-speed, high-quality custom images or documents.
Picture Prefs let you choose Fast Images which keep copies in your own SQLite store. This lets you produce Quotes with stunning images instantly and send as PDF emails.
Email Me helps you receive notification of events, like new orders, to your own email.
Reporting Admin helps you manage reporting by choosing the right report every time.
It is important in accounting to keep notes and to have standard operating procedures. Reports are very exacting and intended to differ from each other if there are variances.
The goal is not get the agreeing answer but to get the correct answer and have it agree. With many options for accounting complexity, simplified, it is essential to chose right.
Make A Payment is being updated where system display changes have cramped style.
Each tool in BigBusiness is designed to be compact to work with other apps on screen. That said, you should be able to see and do all you need from any one screen at a time.
Employee Admin describes tools to help create employee records and set their access.
BigBusiness requires each user to Sign In to help you track accountability and controls. Setup deserves careful consideration to avoid problems arising from creative solutions.
AvaTax Connect is an add-on for BigBusiness to connect your AvaTax from Avalara.
This Chapter will combine Settings and Administration until a new chapter is needed.
BigBusiness requires a Subscription to run Avalara Services and ensure upkeep for use.
SFTP is a Service you run in BigBusiness to use secure file transfer and download files. Like Folder Connect, it automates getting orders, sending invoices, and updating items.
Item Admin describes the item tools to help you manage purchasing, builds, and more.
By automating more of your purchasing and build functions, you speed up operations.
Design Guidelines bring together various design objectives that factor into BigBusiness.
A consistent look and feel, similarity among tools, and powerful analogs for processes, make it easier to get BigBusiness to do what you want because all you want is built in.
For most operations and options, there are simple, powerful, and extended variations. Preferences for company and user offer another way for BigBusiness to come to you.
Compact is the original layout for records in BigBusiness to share space with Desktop.
Exit Strategies outlines transition options when companies using Big Business get sold.
Often a new company starts a new copy of Big Business and the old company closes. Other times the acquirer has their favorite ERP, Oracle, SAP, or NetSuite (also Oracle).
This chapter lists some experiences to remind of plans that work and pitfalls to avoid.
Cleanup is a raft of changes to remove unused options, objects, and so on that distract.
This chapter lists these changes as part of documenting all changes to BigBusiness 15.
Hopefully, this is not useful beyond confirming that something is missing if noticed.
Locking is an important feature to protect data, especially your past accounting data.
In addition to automatic locking of applied entries, like paid invoices, you can lock periods, lock invoices for sales tax reporting, unlock access per employee, and more.
This chapter list a few option for administering locking to protect data and allow work.
Read-Only Settings are updated to include more options for viewing and not changing.
For example, Read-Only Searches let you give Search access to view only and not edit. Turn on Quote Search but not Quote for someone and they can view, not edit, quotes.
First turn on Read-Only Searches in Employee Prefs. Then turn off All Access for an Employee and add back Search tools only for the entries they need read-only access to.
Listboxes let you see your data in columns that can be moved, resized, and sorted.
BigBusiness uses Listboxes on screens and their helpfulness is sometimes overlooked. Filling in a Deposit might be easier sorting by various columns or widening references.
This chapter provides quick information about where and how you can use Listboxes.
BigCommerce Connect can be set to run automatically and get Customers and Orders. Additionally, it can be set to update Inventory and Pricing on your BigCommerce site.
This chapter provides help for finding new Customers and Orders and fulfilling them. And, it explains connecting new Products so they update their Inventory and Pricing.
This assumes you have a working store in BigCommerce and can update it as needed.
Banking Admin describes the banking tools to help you track and audit your finances.
By allowing your team to handle important banking functions, you speed operations. By reconciling your bank accounts you help ensure all transactions are accounted for.
Errors will occur, and this chapter will help you isolate and correct the common ones. For additional help reconciling your banking please contact support@bigbusiness.com.
Checkmark Payroll includes an export for BigBusiness to help update your accounting.
Checkmark Payroll can save you a bundle in service charges, comparing ADP or Intuit. Do your payroll, cut your checks, report and file, import and update with Checkmark.
This chapter will update connection information for the newest version of Checkmark. If you have questions setting up, check with support@bigbusiness.com for pointers.
WooCommerce App for iPhone, etc makes it easy to create orders and take payments. Using your mobile device you can run your WooCommerce store and make new sales.
WooCommerce Connect lets BigBusiness get these orders from your WooCommerce. BigBusiness 15 extends options to update inventory, pricing, and get Woo App sales.
This chapter will provide some options for using Woo App to create orders on the fly. Changes are needed to handle Paid orders and will be listed here as they come available.
System Settings let you choose the Options, Styles, and Prefs to preset for everyone. When you choose a setting on Company Card it becomes the System Setting for all.
Then, MyPrefs lets each user change some Styles and Prefs to their individual choice. And last, Employee tools let you monitor, preset, or override these choices if needed.
This chapter lists options to give you ideas. Email Support when you need any help.