Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How do I add a new customer in BUSY? What details need to be entered?
If you want add customers in BUSY you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Masters.
Step 2: Select Account and click on Add.
Step 3: Enter the necessary details such as Name, Group, Address, GSTIN, etc and save.
Can we change the classification of a account from creditor to debtor or vice versa?
Yes, we can change the classification of account from creditor to debtor or vice versa in BUSY by follow these steps:
Step 1: Go to administration section then click on master menu
Step 2: Select the account then click on modify
Step 3: Select the required account then update the correct account group and save the master
How can i create the default gst account if does not exist in data base?
To create the default gst accounts, you can follow the below steps:
Step 1: Go to administration section then click on configuration menu.
Step 2: Choose feature and option then click on gst vat tab.
Step 3: Click on create default gst master then press yes tab. All the default gst master will create in the data base.
I need help understanding the chart of accounts setup in BUSY. Can you explain?
The chart of accounts in BUSY is a list of all the accounts used by a company to record financial transactions. It is used to categorize and track the flow of money in and out of the business. The chart of accounts in BUSY can be customized to fit the specific needs of the company.
Can I save the email address of the customer or creditor in the software?
If you want to add Customers Email ID in BUSY you can follow these steps:
Step 1: go to the Administration tab and click on Masters.
Step 2: Select Account and click on Add.
Step 3: On the account master page, enter the required details such as Name, Group, Address, GSTIN, Email ID etc
How can i change the item master unit in BUSY?
To change the unit of item master in BUSY, follow these steps:
Step 1: Go to Administration menu section then click on master menu
Step 2: Choose Item then click to Modify.
Step 3: Select the required item master and click on check unit change then press ok tab.
Step 4: Now, change the unit and save the master.
Can I change an items alias in the existing masters?
Yes, you can change an item alias in the exising masters by using these steps:
Step 1: Go to administration menu then select masters.
Step 2: Choose item then click on modify.
Step 3: Select the item in which you want to change alias after opening it can change in the alias field below name field then save.
How can i update the price for items in BUSY?
To update the price for items in BUSY, you need to follow these steps:
Step 1: Open your company then go to administration menu.
Step 2: Select masters then click on item and choose modify option.
Step 3: Select the item in which you update the price and after opening it update in the relevant field then save.
How can I change the unit of item in BUSY?
To change the unit of item master in BUSY, follow these steps:
Step 1: Go to Administration menu section then click on master menu
Step 2: Choose Item then click to Modify.
Step 3: Select the required item master and click on check unit change then press ok tab.
Step 4: Now, change the unit and save the master.
How do I create an item in a specific category?
If you want to add Item and assign category in BUSY you can follow these steps:
Step 1: Go to the Administration tab and click on Masters.
Step 2: Select Item and click on Add.
Step 3: On the account master page, enter the required details such as Name, Group, Tax category , Category ,Unit etc