Chapter 52 Currencies

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)

The Multi-Currency Add-On tracks purchases and payables in foreign currencies. If this module is well-received it will likely be extended to cover other foreign currency operations. It employs a dual-account approach, creating foreign currency accounts with matching exchange accounts, which combined, represent the full value of the account in native currency financials. Costs for items purchased are tracked in foreign currency and automatically received into inventory in native currency. Payments are posted to native currency accounts using current exchange rates and automatically posting gain or loss due to currency fluctuation. The foreign cost of items purchased can be saved for automatic insertion on new purchases.

You are welcome to test this functionality with your real data. As with most entries in Big Business, you can delete any entries created, in reverse order, and disable the feature if it does not meet your needs. Alternatively, you can test this fuctionality in a Demo File by following the instructions for Registering. This function is not enabled by default as it is outside the needs of most users.


  Chapter 40 Authorize Connect

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)

Authorize Connect makes it easy to connect and process credit cards using Authorize.Net. Setup is divided into three steps: Registration, Settings, and Secure Credit Cards.

Registration is the first step. This turns on Authorize Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup.

Settings is the next step, entering the credentials Authorize Connect needs. Open the Company card again and go to the Company Prefs tab and click the on the Authorize.Net Settings button. Enter the appropriate settings.

Secure Credit Cards lets you enter credit cards for use with Authorize Connect and control how they are accessed.


  Chapter 57 ShipStation ODBC

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)


  Chapter 69 Cloud Server

Big Business 14 Open Edition supports the option to set up your 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.


  Chapter 95 Apple Optimize

Big Business is getting numerous internal changes to be optimized for new Apple processors found in new Macs.

Apple now makes their own chips, called Apple Silicon, that have replaced Intel chips found in prior Macs, offering performance and energy benefits.

The same ARM architecture will likely be available for Windows soon, too.


  Chapter 141 Zip-Tax Connect

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

Zip-taxConnect makes it easy to connect and get sales tax data from Zip-Tax. Setup is three steps: Registration, Settings, and Mappings.

Registration is the first step. This turns on Zip-Tax Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup.

Settings is the next step, entering the credentials Zip-Tax Connect needs. Open the Company card again and go to the Company Prefs tab and click the on the Zip-Tax Settings button. Enter the appropriate settings, choosing Automatic for mappings.

Mappings let you change what data gets sent, if needed. Go to the Zip-Tax tool on the System toolbar. Select a Mapping from the list and make needed changes. Then, click Save As... in the lower right and save your new Mapping ("MyOrderTaxes").

You can return to Settings in the Company Prefs tab of Company card to select your new Mappings. Then edit your Tax Status entries to Use Zip-Tax.


  Chapter 154 WooCommerce Advanced

This chapter describes Advanced features and settings for WooCommerce Connect.

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.


  New Contents

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)

New Contents 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.

Chapters are added to keep content in manageable amounts, of not more than 25 pages. This means there can be a second chapter for a continuing subject.

Tools are added frequently and may need their own Chapter to cover setup and use.

When a tool is extended it may get its own chapter or a second chapter for new features.

Collective subjects may be added to provide an overview of options. Open Database, for example, lists several options for pushing data to an external, open database where it can be repurposed. Typically you would choose one and find a matching chapter for that database.


  Shopify II

Shopify II adds Advanced features for connecting to Shopify from Big Business.

One feature is having more than one connection. This could be for different stores on Shopify or another platform. Or, have separate automatic updates for inventory and click-to-import batches for orders. Shopify Connect settings include a Listing now.

Advanced Options like setting a Default Customer help you organize your results.


  Chapter 96 Locking

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 can lead to data loss, later forcing you to choose the right one to keep and losing data from any other copies.

Big Business locks records whenever there might be a conflict like this:
• someone else is changing a record? it is locked so you cannot make changes
• another transaction applies to the record? you cannot change a paid invoice
• another transaction relates to the record? you cannot pay a changing invoice.

It is also hugely useful to see when and how records are locked. For this reason, Big Business lets you click on the Lock Icon on a record to see who might be using it or what other transactions or settings might affect it.


  Chapter 303 Open Notify

Open Notify is a new toolset to generate automatic notifications that make changes, alert users, and post notifications.

This chapter documents changes and additions as they are made.


  Chapter 305 Refunds

Big Business keeps past functions and adds new so you may choose when to adopt new options. This chapter covers techniques and tools for giving a customer a refund.

You can create an Invoice with a negative Qty for a merchandise return. And you can create a negative Payment for credit card refund to include in your next Deposit.

Or you can use the Refund tool, which is a Check Run tool for automatically writing refund checks for any unapplied payments and credit invoices you want.


  Chapter 306 Receivables

Accounts Receivable is a key function of Big Business. There are options to set Terms, issue Statements, and generate Reports to manage and reconcile Receivables.

This chapter provides a fresh introduction starting with the newest A/R Reports.


  Chapter 307 Unlock

Unlock options give an employee special access to locked or protected entries. As such, it is recommended you only assign it to a Super User that you can switch to when the need arises. If you use Unlock options with your regular Employee card you will not be able to see which entries should be locked and may make a costly mistake.

Please Unlock responsibly. (7293)


  Chapter 115 Forms II

This chapter continues documentation of the Custom Forms tool built into all versions of Big Business. Big Business 13 adds significant changes, such as automatic saving when you close the window. The goal is a seamless experience, and the new form tool works with existing forms but may change the way you work, such as using Zoom to enlarge contents.



  Chapter 304 Landed Cost

Big Business 13 adds several options for using Landed Cost to evaluate profitability on Quotes, Orders, and Invoices, and more.

This Chapter collects a few of these new settings and options.


  Chapter 46 Kits

Kits show component items that go into built items.


  Chapter 311 Gmail

This chapter provides a few tips for configuring Gmail though Google Workspace. This is the business service Google offers for managing your company's email using your own domain and giving your administrator control over users' ability to turn on options such as 2-Step Verification, which is needed to enable App Passwords.


  Chapter 9 Accounting

Big Business simplifies your accounting by letting you choose Categories as defaults to be used automatically for your Customers, Items, Vendors, Banking, or Stores.

For example, you can have Sales Income for products you sell and Service Income for your services. Or, have Retail Income or Wholesale Income, determined by customer.

You must have defaults, to start, and you can simply use these along with reporting by customer or by item, to see where you stand and keep the flexibility and you grow.


  Chapter 404 Not Found

Not Found refers to features no longer found in Big Business. For continuity, we don't usually delete Solutions and instead keep for reference. Plus, we like the old pictures.

Features in this Chapter are not found in Big Business any longer.


  Chapter 98 My Prefs

My Prefs let you change the look of your Big Business Client and set your preferences for searching, sorting, printing, emailing, and more.



  Chapter 43 Folder Connect

Folder Connect is an add-on to automatically connect to remote folders and check for new files to import. After importing, it can export and send files to another folder.

If you use a service that lets you download files to import, Folder Connect can automate this process. It only takes a phone call to walk through the needed settings, test your desired setup, and go live with auto-connect.

This chapter provides details for reference. To start, just email to support@bigbusiness.com, with any details you already know. If you are on a current version of Big Business, we can probably have this running same day.


  Chapter 312 Line Prefs

Big Business provides options for showing Line Numbers on screen for reference.

When this option is turned on, you can click on the Number to see options such as:
• Add Row Above
• Add Row Below
• Move To Row 1