Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - company configuration
What precautions should I take while generating high volume of invoices to avoid data loss or corruption?
To avoid data loss or corruption while generating a high volume of invoices in BUSY, it is recommended to take the following precautions:
1. Regularly take backups of your BUSY data to ensure you have a copy in case of any issues.
2. Verify and validate all party details before generating invoices to avoid errors.
3. Ensure that the station, pin code, and distance details are correct for accurate invoice generation.
4. Follow the recommended steps and guidelines provided by BUSY to avoid errors and ensure smooth invoice generation.
5. Keep your software updated to the latest version to benefit from bug fixes and improvements.
6. Avoid making retrospective changes to invoice numbering to prevent data issues. Only increase the numbers between 23 and 24 while keeping the obliques.
7. If you encounter any data mismatch errors after an update, consult with the BUSY technical team for assistance.
8. Follow best practices for managing financial year transition and data in BUSY to maintain data integrity.
9. Refer to detailed documentation provided by BUSY for further guidance on managing high volumes of invoices and avoiding data loss or corruption.
Is it possible to track who was using BUSY?
To identify which person or user Worked in your company in BUSY You can use Audit Trail, User Activity log or event notification option in BUSY. Below are the steps for using it:-
Step 1: If want to use Audit Trail or User Activity Log so go to the Administration menu then sub menu configuration select the feature and option and finally General tab Enabe the Audit Trail or User Activity Log from there and save the changes.
Step 2: To view the report Ensure that the company logs in from Admin User go to the Display menu then select the checklist and from there can check user-wise reports either from the Audit trail or the User Activity Log.
Step 3: If want to use the Event Notification option so go to the Administration menu then the sub-menu configuration select the feature and option and finally General tab Enabe the Event Notification option configure it from there and save the changes. Through this, you will get a notification on your mobile phone via a BUSY BNS app according to the configuration.
What is the process to change the company logo in BUSY?How to track the status of filed GST returns on BUSY?
If you want to change the company logo then please follow the given steps
Step 1: Go to administratio menu then configuration then feature option
Step 2: Then display settings and enter. then display setting window will be shown.
Step 3: There is an option maintain company logo image turn it to Y. then below
option of spedify company log will get active.
Step 4: Specify company logo image will highlight there you have to set path
of image folder with image name.
Step 5: Make sure image extension must be in jpg format.
Further for track the status of filed GST return of other party then please follow
the given steps
Step 1: Go to transaction menu then GST misc. utilities
Step 2: Then select Chek party return filing status
Step 3: Then select one party then check from GST portal
Step 4: Then select month and financial year and report to be generated for Both.
Step 6: Then here you can see the return status.
How do I set up and configure BUSY after installing it?
After installing BUSY, you can set it up and configure it by following these steps:
1. Open BUSY and click on the "Company" menu.
2. Select "Create New Company" to create a new company profile or "Open Existing Company" to open an existing company.
3. Fill in the required details such as company name, address, registration numbers, etc.
4. Set up user accounts and permissions by going to the "User" menu and selecting "Create New User".
5. Configure features and modules according to your business needs by going to the respective menus and options.
6. Customize invoice formats, voucher types, and other settings in the "Configuration" menu.
7. Set up backup and restore options to ensure data security in the "Backup" menu.
8. Configure GST settings, if applicable, in the "GST" menu.
9. Set up digital signature functionality, if required, by installing the necessary software and configuring it in the "Digital Signature" menu.
10. Save your settings and preferences.
These steps will help you set up and configure BUSY according to your business requirements.
I need to setup and configure sales taxes in BUSY but am unsure how to do this.
When you create your company in BUSY and enable the GST/VAT feature, the software automatically configures the GST settings for you. If you did not enable the GST/VAT feature at the time of creating your company, you can still enable it later by following these steps.
Please make sure to take latest backup of your data before make any changes.
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on GST / VAT, here you will see a option called "Enable GST/VAT Reporting" click on check box to turn in on and select type as GST and choos type of dealer either Regular or Composition. Enter your GSTIN and click on Create Default GST Masters and save.
Step 3: Now, you can mention tax category, hsn code in your item master and GSTIN in your party masters. You are ready to generate GST invoices.
Please note once you enable this feature and pass transaction then you can't disable that feature.
As I registered my company under GST recently, how can I maintain older tax period data in BUSY software?
If you have recently registered your company under GST but also want to maintain the previous tax period's data, you need to create a new company with the previous year's financial year under non-GST. Then you can create a new year, i.e., the current year within the same company, and enable GST for it. To enable GST, you need to re-login to the company and create default GST masters before proceeding. Follow the below steps to do this:
Step 1: Open the BUSY software, then click on the Create Company option and define the previous year's financial year. Click on the Save button.
Step 2: Now, click on the Create Financial Year option then click on start button and create the current year.
Step 3: In the current year, enable GST from the GST/VAT tab and re-login to the company for its effect.
By following these steps, you will be able to maintain the previous year's data along with the current year's data with GST.
Why is the message showing that you can only change the opening amount of an account master at the beginning of the financial year in BUSY while changing the opening balances?
If you are trying to update the opening balances of an account master in BUSY and
you receive a message stating that you can only change the opening amount at the beginning
of the financial year, it means that the financial year you want to update is not the first financial year
of the company you are using. In BUSY, opening balances can only be updated at the beginning
of the financial year and not in the middle of it. To update the opening balances, you can follow
the steps given below:
Step 1: Split the particular financial year from the company in which you want to update the
opening balances.
Step 2: To split the financial year, open BUSY and click on the "Split Financial Year" option.
Then select the Company mention User ID and password if required then select the financial year
and click on the "Split" button. This will create a separate company with the same financial year
in the company list, where you can update the opening balances after opening it.
How to configure GST related settings in BUSY?
When you create your company in BUSY and enable the GST/VAT feature, the software automatically configures the GST settings for you. If you did not enable the GST/VAT feature at the time of creating your company, you can still enable it later by following these steps.
Please make sure to take latest backup of your data before make any changes.
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on GST / VAT, here you will see a option called "Enable GST/VAT Reporting" click on check box to turn in on and select type as GST and choos type of dealer either Regular or Composition. Enter your GSTIN and click on Create Default GST Masters and save.
Step 3: Now, you can mention tax category, hsn code in your item master and GSTIN in your party masters. You are ready to generate GST invoices.
Please note once you enable this feature and pass transaction then you can't disable that feature.
How to configure GST settings in BUSY?
When you create your company in BUSY and enable the GST/VAT feature, the software automatically configures the GST settings for you. If you did not enable the GST/VAT feature at the time of creating your company, you can still enable it later by following these steps.
Please make sure to take latest backup of your data before make any changes.
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on GST / VAT, here you will see a option called "Enable GST/VAT Reporting" click on check box to turn in on and select type as GST and choos type of dealer either Regular or Composition. Enter your GSTIN and click on Create Default GST Masters and save.
Step 3: Now, you can mention tax category, hsn code in your item master and GSTIN in your party masters. You are ready to generate GST invoices.
Please note once you enable this feature and pass transaction then you can't disable that feature.
How do I setup GST in BUSY
When you create your company in BUSY and enable the GST/VAT feature, the software automatically configures the GST settings for you. If you did not enable the GST/VAT feature at the time of creating your company, you can still enable it later by following these steps.
Please make sure to take latest backup of your data before make any changes.
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on GST / VAT, here you will see a option called "Enable GST/VAT Reportingclick on check box to turn in on and select type as GST and choos type of dealer either Regular or Composition. Enter your GSTIN and click on Create Default GST Masters and save.
Step 3: Now, you can mention tax category, hsn code in your item master and GSTIN in your party masters. You are ready to generate GST invoices.
Please note once you enable this feature and pass transaction then you can't disable that feature.
