Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - user rights
I want to restrict sub-users to only see certain voucher series in BUSY. How can I do this?
To restrict the sub users to only see the cetain voucher series in BUSY follow below steps:
Step 1: Go to administration menu and select configuration option.
Step 2: Then click on voucher series configuration option and the click on voucher series group management option and give group name and select different voucher series which you want to allow to user.
Step 3: Then click on save button to create the voucher series group.
Step 4: Go to administration menu and select user then click on modify.
Step 5: In the modify user window tag voucher series group by enabling specify voucher series group.
Step 6: Then click on save button.
How do I manage users, roles, permissions, and access control in BUSY?
To manage users, roles, permissions, and access control in BUSY, you need to follow the below steps:
Go to Administration, then select Users, then select BUSY Users, then select List.
After loading the list, you can view the list of users. In that window, you will see the super and subuser details.
In that, you can select your subuser and open the subuser master. In this window, you can manage users, roles, permissions, and access control.
You enable and disable the right for the user and define the roles if you want to give rights to the user only for specific roles, such as only for sale, purchase, etc.
I am unable to generate certain accounting reports in BUSY. Please help.
To generate report in BUSY go to display and you will find all reports option available in BUSY .
If display option not highlight for you user , you can follow the below steps:
Step 1: First login company with super user
Step 2: Go to administration then user and click on modify
Step 3: Then select your user and open
Step 4: In menu rights tick the option for dispaly then save confguration
Step 5: Login company again with your user and check display option will highlight
By following these steps you can generate reports in BUSY.
Can I give permission to other users to modify sale orders?
Yes, you can give permission to other users to modify approved sale orders in BUSY ,Please follow below steps:
Step 1: Log in your company with the Super user and Go to Administration menu and then select the option of Users.
Step 2: Now select the Modify option and choose the User name as you required.
Step 3: 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 Modify.
Step 4: On Left Side, User Control - Can enable or disable option as per his requirment for user.
How do I restrict certain users from seeing sensitive data?
To restrict certain users from seeing sensitive data in BUSY , you can give the specific right to user and steps are :
Step 1: Go to administration and click on User option .
Step 2: Now click on Modify option and select the user name or if not created yet then 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.
What should I do if certain menu options are missing in BUSY after an update?
If you are facing a problem while checking certain Menu options not show in BUSY then check below steps:
Step 1: Open the Company
Step 2: Go to Administration Menu
Step 3: Click on Users and Check there are three dropdowns showing i.e ADD, MODIFY, LIST
Step 4: If above three option not showing, it means you are login the company with the SUB USER credentials and you have no rights to check this Menu options.
Note : In this case login the Company by using shortcut key CNTRL U with the Super user credentials and give rights to Sub user
How do I set up and manage users and permissions?
To manage users and permissions for then BUSY , you can give the specific right to user and steps are :
Step 1: Go to administration and click on User option .
Step 2: Now click on Modify option and select the user name or if not created yet then 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.
Why can't I see certain menu options in the software?
If you are unable to see certain menu in BUSY then follow the steps.
Step 1. Open company with Super user.
Step 2. Then Go to Administration menu and select the users option.
Step 3. Under the users option click on the modify button.
Step 4. Then choose the subuser who are not able to see the menu.
Step 5. Then Enable the right according to your need and click the save button to
save the user rights settings.
Step 6. Now Close the company and Reopen it with the subuser then verify the user is
able to see the menu.
How do I change passwords for different Users in BUSY?
To change password of Users in BUSY, you need to follow these steps:
Step 1: If you are a sub user then go to Administration menu and click on Users.
Step 2: Click on Change Password and mention Old Password and can create new password.
Step 3: If you not know old password then you need to login your company from Super or Admin user.
Step 4: Then, go to Administration menu and click on Users.
Step 5: Select Modify and select the user of which you want to change password.
Step 6: Enter new password and save changes.
Note: Take backup of your data before making any changes.
Why am I not able to select Sale or Ad while generating invoices in BUSY?
If you cant able to select sale or add while generating invoices in BUSY Accounitng Software,If you are login as sub user,it might be its your user restrictions,
you can check these things:
Step 1:First,login your company in BUSY as admin user.
Step 2:Go to Administration menu,
Step 3:click users,
Step 4:Open that Sub user in modify mode,
Step 5:Go to Menu Rights options,
Step 6:Click transactions,then check the check box in sales and then add or view, then save this configuration.
Step 7:After that re login to your company as sub user, then check you will able to add sales vouchers.
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