Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How do I enter my opening balances when first setting up BUSY?
To enter your opening balances when first setting up BUSY, you need to follow the below options:
You can enter the opening balance for items and account master in three ways:
Option 1: Single item or account
Step 1: Go to Administration, then select Masters, then select Item or Account,...
How do I remove a Tax Category that is no longer applicable in BUSY?.
Tax Category only you can remove if not Tagged under any item master or account master.
Before making any changes, it's crucial to create backup and keep a record of the tax categories that are being removed. This is essential for auditing and rollback if needed.
Step 1: To Remove...
I need to know the serial number of an asset but cannot find it on BUSY. How can I find serial numbers of assets maintained in the system?
If you want to know the serial number of an asset in BUSY, it means you need to maintain the serial number of the Asset. However, there is an alternate option to define the serial number of your asset and search it in BUSY whenever you want. Here are the...
Why am I unable to see the option for maintaining different price categories for my products?
In BUSY, We have option that Either we can specify price for an item from A to Z Category for different party OR we can use party wise price structure.
Please Follow the Below Steps for Party Wise Structure :
Step 1: Go to Administration menu and then Configuration tab...
I want to categorize transactions as sales or purchases in BUSY. What is the right way to do this?
You can categorize the sales and purchases in BUSY by creating multiple sales and purchase account then can tag in item master, item group, material center and sales/purchase type.
1.Create the sales and purchases account.
Step 1: Go to Administration section then click on master menu
Step 2: Select the...
I want to add custom fields like mobile number and address in the party reports. How can I do that?
To add custom fields of mobile number & address in party reports, you can create a custom column of mobile & address with the required fields from the available options.
Please follow the below steps:
Step 1: Go to administration Menu
Step 2: Click on manster
Step 3: Click on...
. I need help adding customers in BUSY. How do I create and manage customers?
A credit note and a debit note are both accounting documents used to record adjustments to financial transactions. The main difference lies in their purpose and the effect they have on inventory balances in voucher entries
Credit Note:
Step1: Purpose: A credit note is issued by a seller to a buyer to acknowledge a reduction in the amount owed by the buyer. It is usually issued for various reasons, such as returns, discounts, or overpayments.
Step2: Effect on Inventory Balances: When a credit note is issued for a returned or defective item, it reduces the quantity of inventory on hand. This decrease in inventory is recorded as a credit entry in the inventory account, reducing its value.
Debit Note:
Step 1 : Purpose: A debit note is issued by a buyer to a seller to acknowledge an increase in the amount owed to the seller. It is typically issued for reasons such as undercharges, additional goods received, or corrections in pricing.
Step:2: Effect on Inventory Balances: When a debit note is issued for an undercharged item or additional goods received, it increases the quantity of inventory on hand. This increase in inventory is recorded as a debit entry in the inventory account, increasing its value
How do I configure different tax categories in BUSY? How can I reset my registration password of softlock in BUSY?
In BUSY, you can set the default sale or purchase type for each party, but not the tax categories.
Further before you reset your password, you need to know which password you want to reset. BUSY has two types of passwords: Registration Password and Company Login Password. Let’s learn how to reset each password in detail.
For Registration Password follow below steps:
Step 1: Open BUSY and go to License Management tab.
Step 2: Click on Get Softlock License File and enter your BUSY Serial No. & Registered Email ID and click on Forgot Password button.
Step 3: Registration Password will be send to your mail ID.
For Company Login Password follow below steps:
Step 1: If you want to reset Sub-user password then first login your company with super user(Admin user) and go to Administration tab and click on users.
Step 2: Click on modify and select the user of which you want to reset password and can change it and save.
Step 3: If you want to reset Super user (Admin user) password then you need to mail to your data to us on support@busy.in along with company's letterhead and BUSY Serial No.
How can i update or change the barcode number mention in item alias for an exiting item master?
To update or change the barcode number mentioned in item alias of existing item master in BUSY, you can either change the item alias directly from item master or can use multiple alias feature and specify the updated alias in multiple alias window in item master. Please check both the scenario with relevant steps:
1. To modify the item alias in item master:
Step 1: Go to administration section then click on master option
Step 2: Click on modify to access the required item master.
Step 3: After access the item master in modify mode, update the item alias and save the master.
2. To use multiple alias feature for updating new item alias:
Step 1: Go to administration then click on configuration menu
Step 2: Choose the features and option then select inventory tab
Step 3: Enable maintain multiple item aliases feature and save the configuration.
Step 4: Go to administration section then click on master option
Step 5: Click on modify to access the required item master.
Step 6: After access the item master in modify mode, click on multiple alias tab display on bottom of BUSY screen and update the item alias there.
Step 7: Save the master by click on save option.
Link bank account with BUSY. What's the process?
Follow below steps to link bank account with BUSY:
Step 1: Go in administration.
Step 2: Select master and click on Add new.
Step 3: Create an account master of Bank,e.g State bank of india.
Step 4: In account group ,select bank account and save the master.
Step 5: Also can mention Bank details on invoice.
Step 6: Under administration select configuraion.
Step 7: Then click on invoice/document printing.
Step 8: Then select standard format and desire voucher type.
Step 9: In the bottom of right there's a field to fill the Bank details.
Step 10: Save the configuration.
Note: You can add QR code of your Bank account through:
: Go in administration and select configuration.
: Then select feature/options.
: Click on GST/VAT.
: There's an option of B2C QR code required.
: Select Y and specify the bank details.
: Save and it will reflect only in B2C transaction.
For B2B QR code you can contact to your channel partner or can shareconcern on support@busy.in
