Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - user rights
What's the process to manage user permissions in BUSY?
In BUSY, we can create Mutliple User and can give rights to them as per our requirement that which masters and transaction user can add, modify, delete , view and for which reports the user can check and customize it.
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 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.
. Why does BUSY restrict editing of certain vouchers?
BUSY is an accounting and financial management software used by businesses to manage their financial transactions, including vouchers. The restriction of editing certain vouchers in BUSY is a common practice in accounting software for several reasons:
Step 1 :Audit Trail Integrity: Maintaining a clear and unalterable audit trail is crucial for financial transparency and accountability.
Step 2 :Compliance: Many businesses are subject to regulatory requirements and financial reporting standards that require them to maintain accurate and unaltered financial records.
Step 3 :Fraud Prevention: Allowing unrestricted editing of vouchers can increase the risk of fraudulent activities within an organization.
Step 4 :When certain vouchers are locked from editing, it promotes accountability among users who are responsible for creating and managing financial transactions.
How to manage users, access control and opening balances 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.
You can enter the opening balance for your Account Master or Item Master in two ways: either when you create them or later when you modify them.
Please note that Opening Balance and Related Entries can be changed only in the Beginning F.Y.
I am getting an error that I don't have permission to send certain voucher types. What do I do?
Getting an error that don't have permission to send certain voucher types for that follow these steps
1. first you need to create series in head office
2. after that tag series with voucher series group
3. then go to the features and options under configuration
4. select enterprise tab
5. then go to the head office configuratio
6. select branch and enabled data sync option
7. also give permissions to send data, vouchers to HO
8. after that open branch system
9. then go to the features and options under configuration
10. select entereprice tab
11. then click on enable HO/BO deatils
12 and read head office configuration
13 . after read configuration you can send vouchers to head office .
What should i do if am unable to change financial year in BUSY?
If you are unable to change financial year in BUSY then it may be a possibility that you are logged in the company with sub user credential and you have no rights to change financial year and if you want to chnage financial year with sub user follow below steps:
Step1: Open company with super user login credential and then go to the administration menu
Step2: Then click on users section and then click on modify option and then open particular sub user
Step3: Now go to the menu rights option shown in the right side of the screen and click on Administration option
Step4: Then click on change financial year option and save the changes by click on save button
Why am i not able to see some options in BUSY softwar and how to resolve the problem
Reason for not able to see some options in BUSY
User permission: If you are logged in with the sub user id and you do not have rights to add and modify voucher in that case you will not be able to add and modify vouchers.
Steps to follow to resolve the problem of not able to add and update the sales voucher.
Step 1: Login company with the super user id and then go to administration menu.
Step 2: Then select option users from it and click on modify option to modify user configuration.
Step 3: Then navigate to the menu rights option and give rights to modify voucher to the sub user.
How do I configure user roles and permissions in BUSY? I want to restrict access for some users.
To configure user roles and permissions in BUSY and restrict access for certain users, you can follow these steps:
Step 1 : Log in to BUSY as an administrator.
Step 2 : Go to the Administration tab.
Step 3 : Select User Configuration.
Step 4: In the User Configuration window, you can create and manage user roles.
Step 5 : Click on the Roles tab.
Step 6 : Create a new role or select an existing role to modify.
Step 7 : In the Role Details section, you can set permissions for various modules and features.
Step 8 : Customize the access rights for each module according to your requirements.
Step 9 : Save the changes.
How do I stop users from modifying the systemgenerated amount on vouchers after entry
To set a restriction for a user for modifying vouchers in BUSY, you need to do the following:
Step 1: Log in to your company with Super / Admin user credentials.
Step 2: Go to the Administration tab and click on Users.
Step 3: Click on the Modify button and select the user name from the dropdown list that you want to restrict. This will open the User Rights screen.
Step 4: Uncheck the Modify option for the vouchers that you want to restrict.
Step 5: Click on the Save button to apply the changes. This will restrict the user from modifying the selected vouchers.
Furthermore you can also freez your data under the Utilities tab in the Administration menu.
What should I do if change financial year option not show in company?
If change financial year option not show in company it could be due to the possibility that you are logged in the company with sub user account and you have no rights to change financial year follow below steps:
Step1: Login in the company with super username and password and then go to Administration menu
Step2: Now click on users submenu and modify option and then particular user
Step3: After that click on Administration option shown in the right side of the screen under menu rights and then click on check box of change financial year and press on save option
Step4: Now You can log in to the company with sub-user credentials and change the financial year.
Generated invoice disappeared or inaccessible in BUSY. What could be the cause? How to recover?
In vary situations generated invoice disappear or inaccessible in BUSY, You can follow below steps to resolve it:
Step 1: Check is it generated succesfully.
Step 2: Chekc it might due to user restrictions by admin user.
Step 3: Check it is in cancelled voucher.
Step 4: Take latest backup and go in house-keeping and check it in incomplete voucher.
Step 5: Approved and audited voucher can not be modifed.
Step 6: Unapproved voucher not reflect in account ledger if we have done such configuration.
Step 7: Also if have any latest backup then can restore it and check.
For further can share concern on support@busy.in
