Big Business does not allow a Journal Entry (from the Journal tool on the Bookkeeper toolbar) to a Bank Account because it would create an entry the would not show up on a Reconciliation. To post to a cash account (set up as a Bank Account in Big Business) use the Balance Adjustment bank transaction (3006, 30721)
When you are placing a Sales Order for a customer it is convenient to know the status of your inventory. (3043)
Big Business identifies the following types of Bank Accounts:
Cash
Checking
Credit Card
Loan
Savings
When creating a new Bank Account, do so only in the Bank Card tool. Setting the Bank Account Type determines the way in which Big Business will maintain the account. By using the “Credit Card” or “Loan” Bank Account Type you create an account whose balance increases when it is used for payment (recorded as a Current Liability). This Solution provides tips for dealing with Credit Card and Loan Accounts. (3160)
Big Business prints Shipping Labels for packages and large envelopes. You can print these labels from Searches or from individual transactions. If the sheet labels you are using have been used previously, you can specify the the row and column of the first available label to use the remainder of the sheet. (3204)
The ability to delete old Sales Orders en masse has long been requested by Big Business Users. (3212)
Use the new Order Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Sales Order forms:
Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text
Read the instructions below for maximizing the benefit of these options. (3264)
This Solution describes the process for changing the Beginning Balance on a new Bank Reconciliation. This feature is useful for:
• Resolving a discrepancy between the cumulative Reconciliation Ending Balance and the actual Balance of the Bank Account.
• Creating Bank Reconciliations out of sequence
• Accommodating Reconciled transactions which have been Duplicated (3274)
BigBusiness lets you save a Reconciliation as In Progress while you add missing items.
When there is a Difference and you click OK a dialog will offer the choice, In Progress. Only choose Complete if you want to post the Difference to Default Other Expense.
After you click In Progess, create any missing entries. Then re-open the Reconciliation from the first tab of the Bank card where Reconciliations are listed by their Date.
Banking tools help you manage any bank accounts including any you need to reconcile.
Bank accounts can include payment services, credit cards, loans, and clearing accounts, along with your regular cash accounts for checking, savings, petty cash, and sweeping.
Bank accounts are special status and not to be used for Categories, or General Journals, but instead with banking tools that create Transactions that appear on Reconciliations.
The Status of a Bank Transaction affects your ability to modify the transaction. For example, a Check with the Status, "Printed," cannot be modified or deleted, and may only be Voided--to preserve an audit trail.
When a Transfer is Reconciled from either Bank Account it is marked In Use. To modify a Transfer it may not be reconciled in either Bank Account. (3417)
This Solution describes correct usage of the Balance Adjustment tool to adjust Bank Card balances (instead of making a Journal Entry to the Bank Account--not allowed). The Balance Adjustment tool is now located on the Banking toolbar for your convenience. (3516)
Financial institutions (i.e. banks) process your checks by scanning the account information from the bottom of the check (so called MICR printing, now read by Optical Character Recognition). This saves them oodles of time.
If other information printed on the check (e.g. a comment/memo, not a wild signature) encroaches on the bottom (5/8") area, the check may need to be processed manually (and the bank may levy a charge for processing your checks).
Hence, the bottom 5/8" of the check is referred to as the Clear Band Area. (3556)
Scheduling Customer Sales Orders is a frequent topic for support inquiries. Industries such as manufacturing often receive single orders, which specify multiple future shipments at specified dates or intervals, and "drop dates" after which the order should be canceled if undelivered.
Big Business does not include any any tools directly designed for tracking:
• Multiple ship dates on a single customer order
• Drop dates, after which the order should be canceled
This Solution provides several suggestions which creative users have suggested for scheduling Sales Orders. (3562)
From time to time a customer may wish to return an item and you may need to generate an RMA or Return Merchandise Authorization. This solution outlines how to perform this process and to receive the items back into inventory. (5171)
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)
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 describes Registering the Multi-Currency Add-On, permanently or in Trial Mode, with your existing data file or the Demo Data File. (5951)
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 describes Setting Up Currencies. (5953)
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 describes Setting Up an Accounts Payable Account in a foreign currency. (5954)
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 describes Setting Up a Vendor Card in a foreign currency. (5955)
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 describes Creating a Purchase Order in a foreign currency. (5956)
The Multi-Currency Add-On is an additional module for Big Business that supports transactions in foreign currencies.
This Solution describes its functionality. (5963)
This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.
The Misc. Bill tool does not support Foreign Currency entries. There simply isn't space for the Currency and Exchange Rate information necessary for each Bill.
This Solution provides an alternative for entering a Foreign Currency Bill without line items. (5965)
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 describes updating amounts for an Exchange Rate change. (6221)