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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


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)


Big Business allows you to limit employee privileges, which you assign in the Employee Card on the Access tab.

The setting for Cannot Modify / Delete Cards prevents the user from modifying or deleting Customer, Vendor, and Item cards. (5699)


The option Cannot Adjust Negative Items found on the Access tab of an Employee Card prevents the Employee from creating Item Adjustments for Items that are or would overdrawn as a result.(5999)


Unlock Periods is a Special Access option on the Access tab of an Employee Card. Unlock Periods allows the Employee unrestriced access to locked periods.
(6178).


Big Business includes Special Access settings on the Access tab of the Employee card.

Settings include:
• Unlock Batch Delete
• Unlock Lists
• Unlock Periods
• Unlock Protected Accounts
• Unlock Protected Transactions
• Unlock Retained Earnings
• Unlock Status Inactive

This Solution describes Special Access settings. (6253)


Big Business includes controls to protect against the entry of incorrect dates, such as accidentally entering the wrong year after a new calendar year has begun, or trying to backdate a transaction. Date Entry Days displays an Alert, or with Lock prevents using a back- (or future-) dating error.

This Solution describes the Date Entry Days and Lock settings on the Access tab of the Employee Card.


Big Business 11.13 updates Memory Usage. This information is provided for reference in case you have an old computer that might need physical memory added, or you have a new computer that does not allow memory to be added. In general, though, there is nothing you need to do. The system will manage virtual memory to the best of its ability.


Big Business provides a number of data sharing options for easy and reliable connections to systems for:
ecommerce
edi
reporting

This Solution provides more information. (6801)


Big Business 11.12 updates Quit for new network features supported like Sleep and Hibernate.


Big Business Server supports a number of features, such as Warehouses, that are not availalble in the standalone, 1-User version of Big Business.

Big Business 11.12 extends Middleware by making it Server Only.

This Solution provides details. (6799)


Big Business 11.12 adds the option to include Vendors, PO's, and Bills in Middleware. This feature makes it easy to provide up to the minute vendor information to your shipping or other systems.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution pr


Big Business 11.12 adds the option to include Audit entries in Middleware. Audit shows Created and Modified dates for other records.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution provides details for use. (6798)


Big Business 11.12 adds new fields on the Expanded tab of the Bill:
• Received Date
• Entry #

This Solution provides details. (6796)


Accounts Receivable is a core function in Big Business, which includes features for:
Customer Terms
Customer Credit Checking
Auditing
Reporting

This Solution is a reference for auditing and reporting options.


Big Business 11.11 updates App Names for clarity and flexibility.

• Big Business Server 11

This Solution provides additional details. (6792)


Big Business Server 11.11 for Windows updates Permissions to fix:
• missing icon for Channels, Square, Batch Duplicate, Contacts
• missing TLS for Authorize.net
• missing PDF for Add PDF


Process Timeouts alert you when an operation appears to have stalled. The Alert asks that you email details to support@bigbusiness.com.

Big Business 11.11 adjust sensitivity for some of these.

This Solution describes this feature.
(6790).


Receive Payment lets you record a customer payment and apply it to their open invoices.

Big Business 11.11 updates sorting of columns.

This Solution describes this feature.
(6791).


The Windows 10 April 2018 Update to Version 1803 causes problems with Fonts in Big Business 10 and Big Business 11. Big Business 10.29 includes a fix but will not be updated for compatibility with Windows 10 Version 1803. Big Business 11.10 includes a fix and will receive a Database Update to be Certified for Windows 10 Version 1803.


Smart Rounding updates calculation rounding to reduce input errors.

This Solution will provide details (6788).


Edit Cost is previously hidden feature to allow the Cost to be edited on transactions.

Big Business 11.10 changes the Tab-order for Cost fields so they are easier to enter on the Profit tab of Sales Orders and Invoices.

This Solution provides details for using this feature.
(6787, 30105, 30107)


New Networking allows Big Business Clients to Sleep. For days. Custom Sleep lets you set how soon, in minutes, you want Sleeping Clients disconnected.

This Solution provides details for using this feature.
(6786, 31213, timeout)


This Solution provides compatibility information for Big Business and Windows 10 April 2018 Update available April 16, 2018. (6676)


Big Business includes multiple Plugins, which provide additional functionality. Plugin Updates are included in Big Business Updates and handled automatically. When you install an Update to Big Business Server your Big Business Clients automatically get the new Plugins.

This Solution just provides a quick refence for changes to Plugins. (6784)


The Channel tool lets you set your contact information for a channel.

For example, for "wholesale" (pictured) you might want:
- Logo or branding for your "wholesale" division
- Links to your B2B "wholesale" web store
- Contact info for your "wholesale" team

Then create a "retail" Channel as well and set Customers or Contact to their Channel. Quotes, Orders, and Invoices will automatically us


Last Four is a concept at this point. We are working on a new feature to support multiple account numbers, seamlessly. For example if you have a credit card (ending 2168) and add it to your phone it gets a new number (ending 4149). Then when you add it to you watch it gets another (ending 4156). This makes life hard for Accouting when submit expense receipts and the have three different Last


Big Business includes numerous features that are hidden until you turn them on. Past examples include:
- Discounts
- Docs tool for attachments
- Email


Going forward, we trying to make these hidden features. (6781)


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)


Not Optimized is a new warning in macOS High Sierra. Apple is telling us that in the macOS after the next macOS (Mojave), this app may not run because only 64-bit apps will be allowed.

Optimized, 64-bit versions of Big Business are available now. This Solution provides details. (6775)


For Big Business 11, Servers are optimized for 64-bit.

For Big Business 12, Clients will be optimized for 64-bit.

This Solution provides details (6776).


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, 30123)


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)


Square 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 Weebly, Woo, Square, etc.
• 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 for distr


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, 30123)


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)


Square Connect automatically connects Big Business to the point-of-sale system, Square. Square supports POS, web stores, invoicing, and more.

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 updating. When you download and install a new Update it automatically replaces the one you are running. And when you start the newly installed Update it automatically opens your Data File.

This Solution provides details. (6708)



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