Frequently Asked
Questions

Find Solutions to Common Issues Related to configurations - user rights

FAQs

What is the process of configuring BUSY User in the software and its significance?

To Add BUSY Users and set significance in BUSY Accounting Software, 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.

How do I setup multiple users for BUSY with different access levels

In BUSY, we can create Mutliple User and can give rights to them accordingly.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Users
Step 3: Add
Step 4: Create User and Password
Step 5: On Top Right, Expand Menu Option can give rights to the user for which transaction can view, modify, delete,cancel and same for which reports he want to allow user can view.
Step 6: On Left Side, User Control - Can enable or disable option as per his requirment for user.

I need to update some information in BUSY like customer details, inventory etc. but I am not able to edit or change anything. Why is it read-only and how can I enable editing?

May be your company login with sub user and sub user do not have right to modify master. 
Login your company with super user or give right to sub user
For give right to sub user please follow these steps:
1. Open company with super user
2. Go in administration then go in user
3. Go in modify and select sub user
4. Then click on Menu right and give right to modify

I want to change the user access from a restricted user to admin user in the accounting system. What is the process to do this?

In BUSY, you can set only one super / admin user in a company, further if you want to change access of your other users then you can modify them by using these steps:
Step 1: Open your company with super / admin user then go to Administration and click on Users.
Step 2: Click on Modify and select the user which you want to modify.
Step 3: Change the access rights as per the requirements then save changes.

What settings should I configure to prevent sub-users from editing the original E invoice once an e-invoice is generated?

To prevent the sub user from editing the original invoice after an e invoice is generated then you can disallow modification rights for that user.
Pls Follow the Below Steps for User Rights :
Step 1: Click on Administration
Step 2: Then Users
Step 3: Then Add
Step 4: Create User and Password
Step 5: On Top Right, Expand Menu Option can give rights to the user for which transaction the user cannot modify.

What is the process to create a new user ID in BUSY for login if needed?

To create new user ID for login you can follow some steps:
Step 1: Go to administration and click on User option .
Step 2: Now click on add option and 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.

The reports menu is missing in my BUSY. How can I get it enabled?

If you are not able to see the report, follow these steps. 
Step 1. Go to the Display menu, where you can access all the reports related to accounts, inventory, GST, and more.
Step 2. If you are unable to see the options for reports, log in with a Super User or Admin User account.
Step 3. Next, navigate to 'Users' in the Administration section, click on 'Modify,' and grant the necessary rights to add masters.

How do I add a user and modify their username/password in the software?

To Add Users and set permission in BUSY Accounting Software, 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.

How to create a password in the BUSY for user?

To Add Users and set permission in BUSY Accounting Software, 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.

How do I set up password protection for my BUSY?

If you want to set password protection and it is not set yet so you need to follow some steps :
Step 1: Go to Administration and then click on Configuration .
Step 2: Now click on User Option and click on Modify option.
Step 3: Now you have to set your user name password by entring in the respective fields and then click on save option. while you open your company in BUSY it will ask for user name and password.