Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - company configuration
How do I delete multiple companies that were incorrectly created during a data restore?
To delete unwanted company data files in BUSY, you can follow these steps:
Step 1. Open BUSY.
Step 2. Go to the Company menu.
Step 3. Select Select Companies option.
Step 4. A list of all the companies will appear.
Step 5. Choose the company you want to delete.
Step 6. Click on the Delete button.
Step 7. Confirm the deletion by clicking Yes when prompted.
Step 8. The selected company will be permanently deleted from BUSY.
Please note that deleting a company will remove all its data and cannot be undone. Make sure to backup any important information before deleting a company.
How can I ensure that the new form has been properly copied and checked?
To copy a particular format from from existing company to new company , follow the steps bellow:
Step 1: Go to administration then configuration
Step 2: Then select invoice document printing now click on advance
Step 3: Now select voucher type and desired format mentioned below
Step 4: Click on copy to disk option and mention path to copy and press ok
Step 5: Now login new company and go to administration then configuration
Step 6: Then select invoice document printing now click on advance
Step 7: Select voucher type and click on copy from disk
Step 8: Select path of copied format and restore format
Why am I unable to see my company's data and transactions in BUSY?
There can various reasons for not showing the company data in BUSY.
Pls follow the below steps :
Step 1: If company not showing in the list then make sure you have selected the correct data path till data folder name.
Step 2: If transactions are not showing in the company, then make sure that you have open the correct financial year. Another reason for not showing the transaction is that your data has been corrupted.
Step 3: Check if have open the company from super user, If sub user then make sure you should have rights to access the transaction data.
How do I add or manage multiple companies/business units?
To add or manage multiple companies/business units in BUSY, you can follow these steps:
Step 1. Open BUSY and go to the "Company Info" menu.
Step 2. Click on "Create New Company" to add a new company/business unit.
Step 3. Fill in the required details such as company name, address, contact information, and GST details.
Step 4. Save the company details and repeat the process to add more companies/business units.
Step 5. To switch between companies, go to the "Company Info" menu and select the desired company from the list.
Step 6. You can also manage and access different companies/business units by using the "Company Selector" feature in BUSY.
If I add a new company, will the parties and items in the previous company be automatically transferred or do I need to add them again?
No, the parties and items from the previous company will not be automatically transferred to the new company in BUSY you are required to manually copy this information when creating the new company by following below steps:
Step 1: Open BUSY software and go to company menu.
Step 2: Select create company then specify details such as the company name, financial year, company address, Gst details.
Step 3: Now select copy master and configuration then click on select company
Step 4: After that choose existing company name and provide company user name password if required
Step 5: Now click on save option to create new company.
I have created a new company this year, how can I bring references like purchase orders and job work orders from last year to this company?
As you had created New company so there is no previous year refrences such as job work and purchase orders.
If you have already previous year company then please follow below mention steps for carry forward of refrences:-
Step 1:- Check First all refences are created if not then create refrence of that particular after that go to Administration tab.
Step 2:- Then go to last option of Administration Tab Chnage Financial Year.
Step 3:- A dialogue box appears "Carry Balances" Select all masters and then the process begin of carry forward of refrences to the next F.Y.
Note:- Please take backup first before doing any process
How can i copy all the settings and ledgers of my existing company to new company?
You can copy all the settings and ledgers of your existing company to new company by following these steps:
Step 1: Open your BUSY software after that click on create company that is available in company menu
Step 2: Then specify the name of company and beginning financial year and other required details
Step 3: After that select copy masters and configuration option
Step 4: Then you can click on select company after that select the company from which you want to copy the configuration and masters
Step 5: Specify the username and password if ask then click on save button to create a new company
How do I correct the pincode and state values in BUSY?
To correct your company's pincode and state in BUSY, you need to follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and then Regional Settings.
Step 3: Here you can update your company's state.
Step 4: Further, click on Edit company from company menu and correct Pincode.
To correct any party's pincode and state in BUSY, you need to follow these steps:
Step 1: Go to Administration and click on Masters.
Step 2: Select Account then Modify and select the party.
Step 3: Here you can update the state and pincode.
Note: Take backup of your data before making any changes.
How can I create a new company with e-commerce?
To create a new company with e-commerce in BUSY Accounting software, follow these steps:
Step 1: Select create compnany from company menu after opening BUSY
Step 2: Mention company name and other necessary details
Step 3: Then save company now create user name and password
Step 4: Now Go to Administration
Step 5: Then Select Masters
Step 6: Click on Add to create a new e-commerce sale type
Step 7: Mention sale type master name then select region and taxation type
Step 8: Enable Sales through E-commerce Portal.
Step 9: Now mention portal name and save
Step 10: When posting sale choose the e commerce sale type
How can I disable GST/VAT tax types in BUSY?
When you create your company in BUSY can disable the GST/VAT feature, If you did not disable the GST/VAT feature at the time of creating your company, you can still disable it later by following these steps.( If no transactions recorded yet)
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 Reportinguncheck the box and save the changes .
Please Note: Once passed transactions in BUSY can't disable GST/VAT.
