Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - company configuration
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.
If I create a new company, can I transfer all the masters and configuration from another company?
Yes, you can transfer all the masters and configuration from one company to another in BUSY Accounting software. You can do this by copying the master, configuration from the existing company to the new company.
To create a new company with a master and configuration of an existing company in BUSY, follow these steps:
Step 1: Open the BUSY then click on company menu.
Step 2: Select create company then specify the company name, financial year, company address, Gst details.
Step 3: Now, select copy master and configuration then click on select company and choose existing company name.
Step 4: Now, click on save option.
Why did the software show error message of RTE 5 while adding a new company?
If the software show error message of RTE 5 while adding a new company then follow below steps:
Step1: Make sure to disable firewall from control panel and exclude BUSY from antivirus if any
Step2: Make sure to pen BUSY as run as administration mode
Step3: If you are using SQL database then you have the option to restart services and verify by creating a company.
Step4: If you are using access database then remove all instance of BUSY from control panel and again reinstall fresh setup of BUSY with latest release and then you are going to check by creating a company
How can i copy master and configuration from the existing company?
To copy master and configuration from the existing company follow below steps:
Step1: Open BUSY software then go to company menu
Step2: Then click on Create company option and after specify all details, go to Copy masters, configuration and users from existing company option shown in the last of the screen
Step3: Then Click on Copy master and configuration option and then click on select company shown in the right side of the screen
Step 4: Then select particular company and specify login user name and password
Step5: Then click on save button and it start the process of copying master and configuration
How do I configure the software for my specific business needs?
In BUSY, we can maintain Inventory as per our Specific Trade and can default set his configuration from below option.
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Features and Options
Step 4: Press CLT+ALT+SHIFT+T
Step 5: Select Trade Type for Default configuration
Step 6: Create Item Master & Enable that specific feature also.
Step 7: Then go to the Transactions
Step 8: Pass the voucher entry and mention the item details if required with batch wise, parameter,serial number etc.
Step 9: Display
Step 10: Can check Inventory Reports as per requirement.
Note : If you skip Default Configuration then enable Feature manually from Inventory Tab.
