Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - company configuration
Can you provide step-by-step instructions on how to set up and manage a new company account?
To set up and manage a new company account BUSY, please follow below steps :
Step 1: software and go to the Company menu.
Step 2: And select Set Data Directory option.
Step 3: You have to set the data path by copy and paste or you can browse the folder path .
Step 4: Then Save the window .
For Company Creation:
Step 1: Accounting Software & Create your company with required details under the Create Company tab.
Step 2: After that setup username & password for login into your company.
Step 3: Then Features/Option window appears in that a tab will be shown by the name of Trade Specific Configuration.
Step 4: Select your Trade Type related to your Business then the required features automatic turned on.
Step 5: Now you can create your Items and Parties by using these steps:
A) Administration
B) Master
C) Select Item/Account as per the need.
I want to add multiple companies and configure their GST details in BUSY. How can I do that?
To add multiple companies and configure their GST details in BUSY, you can follow these steps:
Step 1 : Open BUSY and go to the Company menu.
Step 2 : Click on the Add Company option to create a new company.
Step 3 : Fill in the necessary details for the new company, including the company name, address, and contact information.
Step 4 : Once the company is created,
Step 5 : CLick on administration
Step 6 : go to configuration
Step 7 : Feature and options
Step 8 : go to the GST Configuration section.
Step 9 : Enter the GST registration number (GSTIN) for the company.
Step 10 Configure the GST tax rates applicable to the company.
Step 11 : Save the GST details for the company.
Step 12 : Repeat these steps for each additional company you want to add and configure in BUSY.
How to configure multiple companies, customize forms in BUSY? How to fix error messages?
You can create multiple companies in BUSY, follow the steps given below to create a company:-
Step 1 : Open BUSY
Step 2 : Click on Create Company option under Company tab.
Step 3 : Enter the details and Save
And
If you wish to customize the invoice, document format and others, you can contact our dealer and reseller, they will do the customization as per your requirements and may be charged for the same.
If you need any assistance, you can contact us on our centralized 24*7 support helpline number i.e. 8282828282 or 011-40964096.
For Email Support
You can also ask your query by sending email on support@busy.in
And
Error occurs due to many reasons in BUSY, the solution may vary according to the error.
you can contact us on our centralized 24*7 support helpline number i.e. 8282828282 or 011-40964096.
For Email Support
You can also ask your query by sending email on support@busy.in
How do I enter my company information and set up the accounting software for first time use?
To create a new company and set up for first time use in BUSY, you need to follow these steps:
Step 1: Create your company with required details under the Create Company tab.
Step 2: After that setup username & password for login into your company.
Step 3: Then Features/Option window appears in that a tab will be shown by the name of Trade Specific Configuration.
Step 4: Select your Trade Type related to your Business then the required features automatic turned on.
Step 5: Now you can create your Items and Parties by going to Administration menu.
Step 6: Then Masters and select Item/Account as per the need.
Once you have completed these steps, BUSY will be set up and configured for your business. You can start recording and managing your day-to-day transactions, generating reports, and utilizing other features of the software.
How do I configure taxes, track inventory and create purchase orders?
After enabling GST/VAT while creating your company, you can easily configure the GST-related settings such as Sale/Pur Type, Tax Category, etc. Then, you can create your items with GST details and generate GST invoices.
You can monitor your inventory and stock levels by using various report options available under the Display menu. You can view the stock status report, inventory books, and inventory summaries for any item, group, or category.
To create Purchase Order can follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and click on Inventory tab.
Step 3: Here, you will find an option called "Enable Order Processing" click on the check box to turn it on and save.
Step 4: Now, go to the Transaction menu and select Purchase Order.
Step 5: Click on Add and fill all the required details such as Date, Voucher no. Items, etc.
Why am I unable to generate GST invoices in BUSY? What is the process to enable GST invoices?
To generate GST invoices in BUSY, there is a process to enable GST invoices in BUSY:
Step 1: Go to Administration.
Step 2: Click on Configuration.
Step 3: Select Features and Options.
Step 4: Choose the GST/VAT option.
Step 5: First, check whether the company that was created is configured for GST.
Step 6: If the company was created under VAT, users cannot create GST invoices in BUSY.
Step 7: Take a backup of your company, and then click to enable GST/VAT Reporting.
Step 8: Go to Transactions and select the voucher type, then add the voucher.
Step 9: In the voucher, select the sale/purchase type, either Local or Central, as applicable.
Step 10: You can now generate GST invoices from BUSY.
Important note: The above option cannot be changed if any sales, sales return, purchase, or purchase return voucher has been entered.
How to setup BUSY for small business accounting needs? How to link bank accounts?
To set up a company according to your business in BUSY, you will need to follow these steps:
Step 1: Open BUSY & Create your company with required details under the 'Create Company' tab.
Step 2: After that setup username & password for login into your company.
Step 3: Then Features/Option window appears in that a tab will be shown by the name of "Trade Specific Configuration."
Step 4: Select your Trade Type related to your Business then the required features automatic turned on.
Step 5: Now you can create your Items and Parties by using these steps:
(i) Administration
(ii) Master
(iii) Select Item/Account as per the need.
Once you have completed these steps, BUSY will be set up and configured for your business. You can start recording and managing your day-to-day transactions under the "Transaction" menu and add the vouchers to generate invoices as required.
What is the process to modify the opening balance of an account group master?
We Can opening balance of master in the beginning financial year of the company there are two ways to mention opening balances.
If Company has multi financial year it cannot change or mention opening balance.
1: You need to mention master In the beginning of the financial year and carry forward balance by changing financial year.
Step 1: Go to beginning of the Financial year by F11.
Step 2: Click on Administration menu.
Step 3: Select master and open in modify mode then mention opening balance.
2: You can split Financial year or mention opening balance.
Step 1: Take backup of company form Backup data.
Step 2: Click on Split Financial Year.
Step 3: Select company Click on Show Financial year.
Step 4: Select F.Y. for Splitting then click on split button.
Step 5: Proceed with Splitting Of F.Y. yes.
then again follow steps of mention opening balance in master.
How to setup company, record transactions, generate invoices in BUSY?
To set up a company in BUSY , you will need to follow these steps:
Step 1: Open BUSY & Create your company with required details under the 'Create Company' tab.
Step 2: After that setup username & password for login into your company.
Step 3: Then Features/Option window appears in that a tab will be shown by the name of "Trade Specific Configuration."
Step 4: Select your Trade Type related to your Business then the required features automatic turned on.
Step 5: Now you can create your Items and Parties by using these steps:
(i) Administration
(ii) Master
(iii) Select Item/Account as per the need.
Once you have completed these steps, BUSY will be set up and configured for your business. You can start recording and managing your day-to-day transactions under the "Transaction" menu and add the vouchers to generate invoices as required.
How can I change the pin code on the invoice?
To Change the PIN code in the invoice in BUSY below are the steps to follow:-
Step 1: Open the company and click on the company menu then select Edit company option and update the pin code.
Step 2: Also if not updated in the sale invoice and Using the Standard format of sale go to the Administration menu and then the sub menu Configuration Afterwards Invoice document printing(standard).
Step 2: Then click on the Sale option Update the pin code and save the Changes.
Step 3: If Using the Advance format and Pin code is not being updated in sale then go to the Administration menu and then sub menu Configuration Afterwards Invoice document printing( Advance).
Step 4: Click on Sale voucher type and click on Format then click on the Header option update the PIN code and save the Changes.
