Frequently Asked
Questions

Find Solutions to Common Issues Related to configurations - other configurations

FAQs

How secure is data in BUSY?

In BUSY, We have multiple options for taking Data Backup through BUSY Agent on Local system ,Google Drive and Can copy directly data folder from the system drive to any other drive or any external drive.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3:...

What BUSY backup options are available?

In BUSY, We have multiple options for taking Data Backup through BUSY Agent on Local system ,Google Drive and Can copy directly data folder from the system drive to any other drive or any external drive.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3:...

How to backup data in BUSY?

In BUSY, We have multiple options for taking Data Backup through BUSY Agent on Local system ,Google Drive and Can copy directly data folder from the system drive to any other drive or any external drive.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Configuration
Step 3:...

Why am I unable to access or show company in BUSY? How can I get access?

If you're not seeing the company in the BUSY,it may be the several reasons:
1:If you have a single user license for BUSY Accounitng software and your company is already open in the backend,and then you try to open BUSY again,you will see 'No company found'.check in task bar then...

How do I properly set up BUSY for my business accounts and workflow?

To properly set up BUSY for your business accounts and workflow, you can follow these steps:
 1. Download and install the latest version of BUSY from the official website.
 2. Launch the software and enter your company and business details, including name, address, and contact information.
3. Set up your...

How do I properly configure BUSY for my business needs?

To properly configure BUSY for your business needs, you can follow these steps:
 1. Set up your company profile: Enter your company information, such as name, address, and contact details.
 2. Customize chart of accounts: Create or modify the chart of accounts to match your business's specific financial structure and categories.
 3. Configure tax settings: Set up tax rates and rules according to your local tax regulations.
 4. Set up inventory management: If you have inventory, configure the inventory settings, including item codes, descriptions, and stock levels.
 5. Customize invoice templates: Design and personalize your invoice templates with your company logo, branding, and relevant information.
 6. Connect bank and credit card accounts: Link your bank and credit card accounts to BUSY for easy reconciliation and tracking of transactions.
 7. Set up user permissions: Assign different access levels and permissions to employees or team members based on their roles and responsibilities.
 8. Configure financial reports: Customize and generate financial reports, such as profit and loss statements, balance sheets, and cash flow statements, to track your business's financial performance.
 9. Import data: If you have data from another accounting system, you can import it into BUSY using the provided import tools.

How to save text or notes in BUSY for any transaction?.

To save text or notes in BUSY for any transaction, you can use the Notes feature. Here's how to do it step by step: 
 Step 1: Go to the Administration section and select Configuration. 
 Step 2: Enable the Notes option by choosing Features/Options. You can do this in two areas, either in Accounts or Inventory. 
 Step 3: If you're enabling it in Accounts, select Accounts and look for Maintain Images/Notes with Masters/Vouchers. Enable this option. 
 Step 4: If you're enabling it in Inventory, select Inventory and look for Maintain Images/Notes with Masters/Vouchers. Enable this option. 
 Step 5: In any transaction option, on your left-hand side at the bottom, you'll find Voucher Other Details. Click on this option, and you'll see Voucher Notes. Click on it and enter the required notes as needed. 
 Step 6: Simply go to the transaction for which you want to add notes, click on the Notes button, and enter your text or notes. 
 Step 7: Click on the Save button to save the notes. 
 By following these steps, you can easily save text or notes for any transaction in BUSY.

Explain the process to set up and validate the GSP ID for configuration in BUSY.

If you want to create a GSP ID in BUSY, follow these steps: 
 Step 1: Go to Administration, select Configuration, then click on Features & Options. 
 Step 2: Click on GSP Configuration and select Automatically. 
 Step 3: Generate GSP User ID and Password. To do this, open your E-way Bill Portal on any browser, log in to your ID. 
 Step 4: In the menu option, click on Registration, then click on For GSP. 
 Step 5: Click on Send OTP then enter the OTP you received on your registered number or email ID. 
 Step 6: Select the user as Webtel Electrosoft Private Limited. 
 Step 7: Enter any three characters & Generate a password and save the ID. 
 Step 8: Generate another GSP ID for Pinnacle Finserv Advisors Private Limited. 
 Step 9: Copy your Webtel User ID, enter it on GSP Configuration in BUSY, enter the password generated on the portal, and click on Validate. 
 Step 10:Copy your Pinnacle User ID, enter it on GSP Configuration in BUSY, enter the password generated on the portal, click on Validate, and save the page.

I am unable to see the x display resolution option. How can I get this resolution back?

To get the 1366 x 768 display resolution option back, you can try the following steps:
 1. Right-click on your desktop and select "Display settings."
 2. In the Display settings window, scroll down to the "Resolution" section.
 3. Click on the drop-down menu under "Resolution" and see if the 1366 x 768 option is available. If not, proceed to the next step.
 4. Click on "Advanced display settings" at the bottom of the window.
 5. In the Advanced display settings window, click on "Display adapter properties."
 6. In the Adapter tab, click on the "List All Modes" button.
 7. A list of available display resolutions will appear. Look for the 1366 x 768 option and select it.
 8. Click "Apply" and then "OK" to save the changes.
 9. Your display resolution should now be set to 1366 x 768.
 If the 1366 x 768 option is still not available, it may be due to limitations of your graphics card or monitor. In that case, you may need to update your graphics drivers or consider using a different monitor that supports the desired resolution.

Can I import my price lists and discounts into BUSY from an Excel or other file?

Yes, we can import data from Excel sheet in two ways which are Multiple Item Creation Modification and Import Item Master from Excel. First we have to enable the option Date wise item pricing from Inventory Tab.
Multiple Item Creation and Modification :
Step 1: Administration
Step 2: Configuration
Step 3: Bulk Updations
Step 4: Multiple Item Creation Modification
Step 5: Select either for New and Existing masters then Key Field should be name if alias is blank.
Step 6: Click on Select Filed tab then select the required field for price and discount
Step 7: Load Masters and mention the date 
Step 8: Either can mention manually or can do copy paste from excel sheet.
Import Item Master from Excel :
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Masters from MS Excel
Step 4: Items
Step 5: Either with both Masters New and Existing or with any one of them.
Step 6: Select the required field and excel column 
Step 7: Specify the Date from which price and discount to get in item master.
Step 8: Mention the Excel Sheet path and import it.
Note : Do this process after the Data Backup.