Frequently Asked Questions

To setup purchase indent in BUSY, follow these steps:
Step 1: Go to administration then click on Cofiguration
Step 2: Now, Select the features/options menu and then choose the enterprise features tab.
Step 3: Enable the Indent management feature and save the configuration.
Step 4: Next, Go to Transaction section then select on purchase indent 
Step 5: Click on add and create the voucher by Specify Executive name, Material Centre and other item details. At the time of saving the voucher, specify Indent Reference number and its due date.
Step 6: Now, Adjust Purchase Indent voucher with Purchase or Material Received from Party or Stock Transfer voucher.
Step 7: View the Indent-wise Statement report under Display section.

To use Enquiry support management, you need to follow the below steps:
Step 1: Go to Administration, then select Configuration, then select Features / Options, then select Enquiry/ Support Mgmt., 
Step 2: in that option you can enable the Enquiry Management (pre sales) and Support management (Post sales), 
Step 3: enable the relevant information as per your requirement, 
Step 4: after this setting you can find in transaction as Call receipt, call allocation, call report to maintain the enquiry management, 
Step 5: in this you can pass the transaction for Call receipt, call allocation, call report., in further you can find the link for the same https://www.youtube.com/watch?v=ZC4caL7q2zg&list=PLnaqf2Financial YearjaBytoCGo0oZ8A6nWPoF9X0II & https://www.youtube.com/watch?v=cA6NEold-c0&list=PLnaqf2Financial YearjaBytoCGo0oZ8A6nWPoF9X0II

Note: Make sure your are using Enterprise/Emerald model of BUSY , As feature of ESI and PF reporting is available in only Enterprise/Emerald model.
 Step 1: Go in administration.
 Step 2: Select configuration option.
 Step 3: Click on feature/options amd select enterprise feature in it.
 Step 4: Enable Payroll and click on configuration.
 Step 5: Specify 'Y' in this data field to enable payroll in the company. 
 Step 6: In given configuration option there's option to enable ESI and PF reporting.
 Step 7: Enable the option and mention required details like, PF A/C No., Authorise signature, salary deduction applied on , ESI code.
 Step 8: Save the configuration.

To enable advance scheduling in payroll feature, follow these steps:
 Step 1: Go to Administration and click on Configuration.
 Step 2: Click on Features/options and then select Enterprise Features
 Step 3: Enable Payroll feature and click on configuration tab and then tick on enable Advance Management and save the configuration.
 Step 4: For Advance Scheduling in payroll feature go back to Administration tab and click on Miscellaneous Data Entry and then select Emp. Advance Scheduling option.
 Step 5: Select Employee name and then click on the down arrow then mention due date and amount. 
 Step 6: Advance salary component should be tagged in salary structure of employee master.

To configure conditional voucher approval in BUSY, you can use the "Approval Rules" feature. follow these steps:
Step 1. Click on Administration.
Step 2. Go to Configuration.
Step 3. Select Features Options.
Step 4. Navigate to the Enterprise Features tab.
Step 5. Enable the ""Enable Voucher Master Approval"" option.
Step 6. Click on the Configuration button.
Step 7. In the ""User Who Can Approve"" section, select the sub-users who should have approval rights.
Step 8 : In this windoe ypu can find conditional approval . you can set the rules for the approval . Save the changes.
Once this is done, the selected sub-users will have the ability to approve vouchers and masters in the software."

If the salary calculation entry not showing in the ledger then might be the option of maintain accouting is disabled. To enable this follow these steps:
Step 1: Go to administration menu then select configuration sub menu.
Step 2: Select features and options and click on enterprise features tab.
Step 3: Click on configuration button next the payroll feature and here tick of maintain accounting with payroll option.
Step 4: After that tick on the voucher type such payment or journal then series and specify the default salary account for debiting.
Step 5: Now, when you calculate salary accouting voucher will be post automatically and shown in the account ledger.

Step 1 :Set a reminder for the installation date and assign it to the service engineer. 
Step 2 :This will ensure that the service engineer receives a notification about the upcoming installation.
Step 3:This reporting feature is useful for tracking the progress of calls and enquiries.
Step 4 :You can use the report to identify pending installation calls and enquiries. 
Step 5 :The report can also show completed installations, allowing you to keep a record of successful resolutions and potentially gather data for performance analysis.
Step 6 :Overall, this integrated feature can be a valuable tool for managing customer support and installation-related tasks in a BUSY enterprise.

When getting an error while saving salaries in BUSY, you should check the following:
1. Ensure that the salary structure is correctly configured and linked to the employees.
2. Verify that all necessary fields, such as employee bank details and tax information, are filled in correctly.
3. Check if there are any missing or incorrect entries in the salary voucher.
4. Make sure that the date settings are accurate and match the period for which the salaries are being processed.
5. Confirm that you have the necessary permissions and access rights to save salary data.
If the issue persists, it is recommended to contact BUSY customer support for further assistance.

If you want to check employee master details in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on features and option
Step 4: Then click on enterprise features
Step 5: Make sure payroll feature is enable 
Step 6: If not enable then enable it and save the changes
Step 7: Then go to administration menu again
Step 8: Then click on masters 
Step 9: Afterwards open the employee master from modify or list and you can view its details specifically
Note- if you have enterprise edition of BUSY only then you will be able to use this feature

You can maintain branches in the Enterprise Edition only. If you want to add branches, follow these steps:
Step 1: Go to Administration, then click on Configuration, and click on Features & Options.
Step 2: Click on Enterprise Features then press Y on Multi-Branch and click on Branch Details.
Step 3: Click on Add Branch Master, then enter the name of your branch.
Step 4: Press Y to create Voucher Series Group, create a user, create Material Center. If you want a particular series, user, or Material Center, save.
Step 5: Enter the company name, address, etc.
Step 6: Set branch configuration, its GST details, tag Material Center, and save.