Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - user rights
How to add or remove users in BUSY?
To Add Users and set permission in BUSY, follow these steps:
Step 1: Open your company with Super / Admin user.
Step 2: Go to the Administration tab.
Step 3: Select on "Users" option and click on the Add button.
Step 4: Type the User Name, Password and Recheck Password for the new user.
Step 5: Assign the rights and permissions for the new user according to your needs and preferences.
Step 6: Click on the Save button to create the new user.
To Remove / Delete User in BUSY, follow these steps:
Step 1: Open your company with Super / Admin user.
Step 2: Go to the Administration tab.
Step 3: Select on "Users" option and click on the Modify button.
Step 4: Select the user that you want to remove / delete and after open user window click on delete button or press F8 to delete.
Please make sure to take backup of your data before deleting process.
How can I create bills quickly in BUSY?
There is a feature available in BUSY to speed up the billing process that is POS. POS is available in Standard and Enterprise models
This feature helps in fast billing only have to add item details and other information can be fixed as per your requirement
To enable this feature follow the below mentioned steps:
Step 1: Go to Administration and then configuration
Step 2: Click on Features and Options and then POS configuration then click on Enable Advanced POS data entry.
Step 3: Click on Save or Press F2
Step 4: Go to Voucher Series configurations and select the voucher type and in which want to enable and then select Series
Step 5: Click on voucher configurations and there Enable Advanced POS data entry, enable that option
Step 6: Click on Configure Standard POS options and then configured accordingly.
Step 7: Click on Save or Press F2
How do I manage user access and permissions?
To create and manage user access rights in BUSY, you can follow these steps:
Step 1. Open BUSY and log in as the admin user.
Step 2. Go to the "Administration" menu and select "User Management."
Step 3. Click on "Create User" to add a new user.
Step 4. Fill in the required details like username, password.
Step 5. Assign the appropriate access rights to the user by selecting the given option for the desired modules and features.
Step 6. You can also set specific permissions for each menu rights by clicking on the Rights side menu button.
Step 7. Save the changes and the new user will be created with the assigned access rights.
To manage user access rights for existing users, you can go to the Users => Modify section and select the user you want to modify. From there, you can edit their access rights, change passwords, or delete the user if needed.
Wants not to show some series to my sub-users in BUSY. How can I use this?
In BUSY if you want to restrict access to certain voucher series for specific users, you can use the voucher series group option. This option allows you to create a voucher series group and tag only the series that you want to show to your sub-users. To do this, follow these steps:
Step 1: Go to the Administration menu.
Step 2: Click on the Configuration option.
Step 3: Select Voucher Series Configuration, and then Voucher Series Group Option.
Step 4: Add a voucher series group by clicking on the "Add voucher series group" option.
Step 5: Tag only those series that you want to show to your sub-users.
Step 6: Open the User-ModiFinancial Year option under the Configuration menu and tag the voucher series group for that user.
Step 7: Whenever your sub-user logs in from their ID, they will only be able to work in the specified series, not all of them.
How can I attach my signature to my user?
To attach your signature to your user in BUSY, you need to follow these steps :
Step 1 : Go to administration then configuration click on features and options
Step 2 : Now go to general and enable the Maintain image & signature with user option Then, define the user signature image path in the Configurations tab and save it. The signature image should be named the same as the user name in JPEG format.
Step 3 : Now in user it will show the user signatures, go to administration then user click on modify select user and see in below it show the user signature.
Step 4 : To ensure that it appears in the final output, go to administration then configuration click on Invoice and Document printing seleect standard and select voucher type and enable Print user signature and save the printing configuration.
How do I setup users and permissions for different access levels in BUSY?
To set up users and permissions for different access levels in BUSY, follow these steps:
1. Open BUSY and log in as the main user.
2. Go to the Administration menu and select User.
3. Click on the Add User button to create a new user.
4. Fill in the required details for the user, such as name, username, and password.
5. Assign the appropriate access level to the user, such as Administrator,Manager,or User.
6. Specify the permissions for the user by selecting the modules and features they can access.
7. Save the user profile and repeat the process for other users if needed.
Note: The main user has full access and can create, edit, and delete users. Sub-users have restricted access based on the permissions assigned to them by the main user.
How to set up and manage users and permissions in BUSY?What is the latest release available for BUSY and how to download it?
To setup and manager the user and permission in BUSY, follow these steps:
Step 1: Go to the Administration section and click on the User tab.
Step 2: Select the Add option, create the user, and provide rights or permission accordingly.
To Check the available latest release and download these setup, follow these steps:
Step 1: Open the BUSY application
Step 2: Click on Company menu then select the Check BUSY update option from it.
Step 3: Now specify the path to download the update setups then click on Download updates tab. Two setup files will appear in specified path.
Step 4: Afterward, go to the location where the setup file was downloaded, and install both the product and statutory setup individually in the same folder where BUSY is installed.
Step 5: After the installation, your BUSY software will be updated.
Note: Take latest backup of your all data before upgrading.
How do I configure BUSY for multiple users? I need to set up access for several accountants.
To setup access for accountant you need create Users and to use multiple system you have to upgrade your BUSY model in Multiuser if using single user If you want to Create Multiple user to login BUSY in one system only just for give access then you can follow these steps:
Step 1: Go to administration and click on User option .
Step 2: Now click on Add option enter the name and password
step 3: Now check the User menu rights on right side and tick on the option and expand by click on Plus sign and give rights as per your requirement
Note: You can also use other option by enabling and disable for user as per requirement.
Step 3: Now save the User and they can login with their User name and by follow same steps you can create multiple user.
I don't have full access to certain features in BUSY. How can I get full access?
Reasons for not showing the certain features in BUSY.
1.User rights:If you are logged in with the sub user and you do not have rights to view certain features in that case some feature would not be visible to you.
2.Lower BUSY model:If you are using lower model of BUSY like basic there would be many features which are not visible to you.
To resolve this problem follow below given steps
Step 1:Login company with the super user credentials and Go to adiministration menu.
Step 2:Then select users option and then select modify from it.
Step 3:Navigate to the right hand side you will find menu rights option.
Step 4:In the menu rights option you can give the rights to the user for view list of accounts.
Step 5:Lastly click on save button to save the user configuration.
How do I configure user roles and access rights in BUSY?
Defining Roles and Access Rights to User is Very Important as reduces the Risk in Business.
In Order to Confugure User Roles and Access Rights in BUSY follow below Steps.
Step 1: Click on Administration
Step 2: Click on Users
Step 3: Click on Add for New User / Modify for Excisting User
Step 4: Select User from the List in Case of Modification is Excisting User (Step 4 is no required in Case of Addition of New User
Step 5: Specify required Roles and Permission in User Configuration, Menu Rights and User Controls
Step 6: Click on Save
Please Note all above Steps are only the Steps which needs to follow in order to Configure User Roles and Access Right. If one wants complete details of Options Available in User Configuration, Menu Right and User Controls one should Specify Seperate Question for Options in which one wants help.
