Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - other configurations
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.
How can i apply cess in BUSY?
If you want to apply cess in BUSY please follow given steps:
Step 1: Take a backup of your data then Go to administration menu then click on configuration submenu
Step 2: Click on features and option tab and click on GST/VAT
Step 3: Then enable cess by selecting the option as Y and then save the changes
Step 4: Go to administration menu again and click on masters submenu
Step 5: Open the tax category master from modify or list button and specify cess rate option as Y to enable it
Step 6: Specify rate its percentage or as per the unit as required
Step 7: Save the master then go to transactions menu and click on voucher such as sale,purchase etc then click on add button to create a new invoice
Step 8: Specify the required details and such as series,voucher number ,purchase or sale type and party name etc and you can apply the tax in voucher
Step 9: Make sure that the changes you did for tax category master for cess you have tag the same tax category in item master
Managing taxes and discounts on BUSY invoices?
To configure Tax(GST/VAT) in BUSY, you require to add related tax master. To add tax master please follow below steps:
Step 1: Go to the Administration menu, click on Configuration option
Step 2: Click on feature/Option, select GST/VAT option.
Step 3: Set all configuration regarding GST/VAT like type, return filling status,type of dealer, GSTIN etc and SAVE configuration.
Step 4: Add tax categories and sale/purchase type in master tab
Step 5: Add bill sundries related to taxes
Step 6: Tag tax category as per rate in item master
Step 6: While entring transaction, specify sale/purchase type and othe r related information
Step 7: To apply tax use Apply tax button or press F4 from your keyboard
To Apply discount you can use Discount bill sundry, to add bill sundry follow below steps:
Step 1: Go to the Administration menu
Step 2: Select masters
Step 3: Select Bill sundry
Step 4: Click on ADD, define name as discount and other elements like nature account in which value should be reflect and save the master setting
Step 5: When ever wants to apply discount, use discount bill sundry
What is the process to correct a wrong accounting entry?
Correcting a wrong accounting entry is an essential process in accounting to ensure the accuracy of financial records. Here's a step-by-step process to correct a wrong accounting entry:
Step 1 :Determine what was recorded incorrectly, such as the date, amount, account, or transaction type.
Step 2 :Determine whether it's a simple data entry mistake (e.g., a typo) or a more complex error (e.g., a misclassification of expenses).
Step 3:Accounting principles generally require corrections to be made in the same period in which the error occurred.
Step 4: Create a new journal entry to correct the error. This entry should be designed to reverse the incorrect entry and record the correct information.
Step 5:Debit or credit the appropriate accounts to adjust for the error.
Step 6:Retain records of the correction entry, including the original incorrect entry, the correction journal entry, and any supporting documentation.
Step 7:If the error had an impact on subsidiary records or subsidiary ledgers, such as accounts receivable or accounts payable, reconcile these subsidiary records to ensure they align with the corrected entry.
Some items are showing as invalid HSN code in the software. What should I do?
To find and update the correct HSN codes in BUSY, you can use the HSN Validation utility in the software. This utility will help you identify which HSN codes are valid and which ones are invalid, for validating HSN Code in bulk you can follow the below steps:
Step 1: Go to Transaction menu and click on GST Misc Utilities.
Step 2: Click on Validate HSN Online then select multiple HSN.
Step 3: Select All item or item group for option to load HSN data as per requirement then click on Load Data.
Step 4: Click on validate HSN online
Step 5: Once you have identified the invalid HSN codes, you can update them by editing the item master data in BUSY.
To update the correct hsn code in BUSY follow the below steps:
Step 1: Go to Administration
Step 2: Click on Masters then select Item master.
Step 3: Click on modify then select item master name then mention correct HSN Code and click on validate option also for check hsn code is valid or not.