Frequently Asked
Questions

Q: Is there any workaround I can use to receive the PDFs until this is resolved?

One workaround is to provide a link to the PDF instead of sending it directly. Another option is to purchase an API to send PDFs directly, but this would require contacting the dealer.or PDF can be sent on email as attachment

Q: How can I select specific voucher types for exporting transactions?

To export specific voucher , follow the steps below: Step 1: Go to administration then data export import Step 2: Then select data export import XML Step 3: Now export data then transaction Step 4: Tick required voucher type then mention path and export

Q: How can I transfer transactions and configurations when copying company files in BUSY?

You can transfer one company's transactions into the other company by using the XML Export / Import feature, but it will only transfer transactions and master. You can copy configuration from an existing company at the time of company creation.

Q: Can I export sales vouchers or invoices to Excel/PDF from BUSY?

Yes, you can export sales vouchers or invoices to Excel/PDF from BUSY. Exporting vouchers or invoices to these formats is a common feature in accounting software and allows you to save, share, or print your financial documents for various purposes.

Q: How can I export a report generated in the software?

To export a report generated in BUSY, you can click on the export option available in the report and choose the desired format, such as Excel or PDF. Then, save the exported report to your preferred location on your computer.

Q: How to export data like invoices, price lists from BUSY?

From BUSY, we can export single invoice and Price List in PDF. Pls Follow the Below Steps : Step 1: Print Email SMS Step 2: Print Utilities Step 3: Invoice Document Printing Step 4: Select required Invoice and Export it Step 5: Price List

Q: I want to save a copy of the invoice as PDF before printing in BUSY. How can I find the option to save as PDF?

To save invoice in pdf before printing follow the below steps: Step 1: In print window select foramt and then click on export option Step 2: Select data format as pdf then select path Step 3: Then click on ok

Q: How can I generate PDF reports in BUSY?

To generate PDF reports in BUSY, you can go to the desired report, click on the "Export" option, and select "PDF" as the export format. This will generate the report in PDF format that you can save or print.

Q: Can I import data from multiple sources into BUSY at the same time?

Currently, there is no feature available in BUSY to simultaneously import data from multiple sources. Moreover, you have the option to import data into BUSY from various sources, but this needs to be done one by one

Q: Will balances be copied along with masters when data is copied from one company to another in the software?

Yes, if you use the XML data export import option it would give you option to copy opening or closing balance. But if you use the copy masters while creating company it would not copy the balances.

Find Solutions to Common Issues Related to data-conversion - xml pdf

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

Is there any workaround I can use to receive the PDFs until this is resolved?

One workaround is to provide a link to the PDF instead of sending it directly. Another option is to purchase an API to send PDFs directly, but this would require contacting the dealer.or PDF can be sent on email as attachment

How can I select specific voucher types for exporting transactions?

To export specific voucher , follow the steps below:
Step 1: Go to administration then data export import 
Step 2: Then select data export import XML
Step 3: Now export data then transaction
Step 4: Tick required voucher type then mention path and export

How can I transfer transactions and configurations when copying company files in BUSY?

You can transfer one company's transactions into the other company by using the XML Export / Import feature, but it will only transfer transactions and master.
 You can copy configuration from an existing company at the time of company creation.

Can I export sales vouchers or invoices to Excel/PDF from BUSY?

Yes, you can export sales vouchers or invoices to Excel/PDF from BUSY. Exporting vouchers or invoices to these formats is a common feature in accounting software and allows you to save, share, or print your financial documents for various purposes.

How can I export a report generated in the software?

To export a report generated in BUSY, you can click on the export option available in the report and choose the desired format, such as Excel or PDF. Then, save the exported report to your preferred location on your computer.

How to export data like invoices, price lists from BUSY?

From BUSY, we can export single invoice and Price List in PDF. Pls Follow the Below Steps :
Step 1: Print Email SMS
Step 2: Print Utilities
Step 3: Invoice Document Printing
Step 4: Select required Invoice and Export it 
Step 5: Price List

I want to save a copy of the invoice as PDF before printing in BUSY. How can I find the option to save as PDF?

To save invoice in pdf before printing follow the below steps:
Step 1: In print window select foramt and then click on export option 
Step 2: Select data format as pdf then select path 
Step 3: Then click on ok

How can I generate PDF reports in BUSY?

To generate PDF reports in BUSY, you can go to the desired report, click on the "Export" option, and select "PDF" as the export format. This will generate the report in PDF format that you can save or print.

Can I import data from multiple sources into BUSY at the same time?

Currently, there is no feature available in BUSY to simultaneously import data from multiple sources.
 Moreover, you have the option to import data into BUSY from various sources, but this needs to be done one by one

Will balances be copied along with masters when data is copied from one company to another in the software?

Yes, if you use the XML data export import option it would give you option to copy opening or closing balance. But if you use the copy masters while creating company it would not copy the balances.

Frequently AskedQuestions