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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:
• 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 kn


Big Business Server 11 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)


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

This Solution provides details. (6758)


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).


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).


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 (6778).


There are many, many hidden features in Big Business. Starting Easter Sunday 2018 we are working to list the hidden features including:
• Easter eggs - bonus features that are not documented
• Customizations - customer-specific features
• Options - features that do not appear until enabled

This Solution provides a list of hidden features. (6774)


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)


Show Import Type lets you set Imports to Auto-Import.

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 10.25 and 11.5 update TLS for connecting to secure systems.

This Solution provides details. (6766)


Smart Tax allows custom Tax calculations.

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.

This Solution provides details (6764).


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

This Solution provides details. (6758)


Big Business 11.4 fixes Server Registration, where earlier updates could ope

This Solution describes this feature. (6759)


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)


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)


Batch Duplicate is being tested to automate recurring sales.

Ths Solution will provide details. (6755)


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


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)


POS 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 a plugins like Square for Woo Commerce
• 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


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 your 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)


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)


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. (6742)


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)


Cannot Edit Inactive Status lets you block an Employee from using entries that are marked Inactive. This restriction prevents them from clicking the Inactive Checkbox that appears on:
• Accounts
• Bins
• Contacts
• Customers
• Employees
• Items
• Vendors

This Solution provides a soft landing. (6735)


Big Business is really an Application Server.

This Solution provides a soft landing. (6736)


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)


POS Connect automatically connects Big Business to your point-of-sale system, such as Square.

Ths 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)


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


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)


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


This Solution will provide details. (6727)


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)


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)


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


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

This Solution provides setup details. (6723)


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)


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


Cloud Server optimization refers to changes in Big Business Server for:
• running remotely on Amazon Web Services (AWS) 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 are shared


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


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


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)


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.


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)


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 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 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 11 uses new architecture to:
• simplify updates

(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)


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


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 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 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 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)


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.


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)


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 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)


You can now edit past Bank Reconciliations to make corrections.

This Solution describes this new feature. (6678)



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