Frequently Asked
Questions
Find Solutions to Common Issues Related to features - enterprise
What integrations are available with other software like CRM, ecommerce, payroll etc?
You can use enquiry management and payroll within BUSY , for Ecommerce have to import excel file with details of all transaction of e commerce.
To use enquiry management , follow the step below:
Step 1: Go to Administration then Configuration and select Features / Options
Step 2: Now click on Enquiry / Support Management tab.
Step 3: Now tick the options in this group as per your requirement.
Step 4: Then go to masters and Create Contact Group, Contact and Executive masters.
Step 5: Now go to transaction and Add Call Receipt voucher in which you need to enter details such as date & time on which call is received, category of support call, executive who is handling the call.
To use payroll In BUSY , follow the below steps:
Step 1: Go to Administration then Configuration and select Features / Options
Step 2: Now click on Enterprise Features tab.
Step 3: Now a Configure button appears on clicking which you can configure various Payroll features as per your requirement.
Step 4: Then go to masters and Create Employee, Employee Group and Salary Component master.
Step 5: Now go to transaction and add salary calculation voucher
I need to process payroll for my employees. Why can't I find the "Run Payroll" option? How do I run payroll in this software?
To use payroll feature in BUSY, you need to follow these steps:
Step 1: Go to administration
Step 2: Click on configuration then features/options
Step 3: Then go to enterprise features
Step 4: Then mention Y in enable payroll
Step 5: Click on configuraion tab after enable payroll
Step 6: Then enable feature in configuration tab according to your need
Step 7: After this go to administration then masters
Step 8: Go to salary component and add compnents if any component not present as per requirement
Step 9: Then go to employee and add
Step 10: Mention details of employee , mode of payment and mention salary structure of employee
Step 11: Go to configuration then voucher series configuration and select salary calculation
Step 12: Then go to voucher configuration and configure salary components according to salary structure mentioned in employee master and save
Step 13: Then go to transaction
Step 14: Select salary calculation then add voucher.
Step 15: Mention date , Type of transaction , month and mode of payment
Step 16: Select employees and Number of days they work then save voucher
By following these steps, you can use payroll in BUSY.
How to manage payroll and generate salary slips for employees?
1.To configure Payroll feature in BUSY , follow these steps:
Step 1: Go to Administration section then click on Configuration menu
Step 2: Choose the features and option then select the enterprise feature and enable Payroll from It.
Step 3: After enable payroll feature, click on configuration tab and configure the payroll feature then save the window.
Step 4: Now, Again go to Administration section then click on Configuration menu
Step 5: Choose the features and option then click on voucher series configuration and then select the salary calculation with its series.
Step 5: Afterward, choose the voucher configuration then click on salary compenents and save the tab after configure it.
2.To Create the employee master in BUSY, follow these steps:
Step 1: Go to administration then click on master menu
Step 2: Select the employee master and click on add tab
Step 3: Now, Create the employee and configure the payment mode and salary structure in it then save the master.
3.To create the salary slip in BUSY, follow these steps:
Step 1: Go to transaction then click on salary calculation and select add option.
Step 2: After create the salary voucher, you can print salary slip from BUSY.
How do I separate data and entries for different branches or divisions in BUSY?
To separate data and entries for different branches or divisions in BUSY, you need to enable the multi-branch feature in the software.
Multibranch option in BUSY for maintaining the same we need Enterprise edition.
In this we can maintain different location wise data for every branch. And then after doing transaction we can check reports as per location wise.
Follow Below Steps(HO)
Step 1:- Administration
Step 2:- Configuration
Step 3:- Features & options
Step 4:- Enterprise
Step 5:- Enable multi branch option
Step 6:- Provide name of Branch
Step 7:- Enbale option Material centre/Voucher series and User. It will auto create all three things and will tagg the same in branch.
Step 8:- Now enable HO/BO data sync option and select its status as Head Office
Note: HO's License must be run on EC model.
Steps for BO
Step 1:- Administration
Step 2:- Configuration
Step 3:- Features & options
Step 4:- Enterprise
Step 5:- Now enable HO/BO data sync option and select its status as Breach Office
Step 6:- Now click on configuration button
Step 7:- Mention Ho server info as per the HO.
Step 8:- Mention Bo details (company information)
Step 9:- Then click on read head office configuration
Step 10:- Now click on read head office configuration.
How to track changes in quantity or price using audit trail?
Certainly, here's a step-by-step guide on how to handle the limitation of the audit trail feature in BUSY when it comes to tracking changes in specific fields like quantity or price:
Step 1 :Recognize that the audit trail feature in BUSY primarily tracks actions related to the creation, modification, and deletion of transactions, rather than specific field-level changes like quantity or price.
Step 2:Determine which specific fields, such as quantity or price, you want to monitor for changes in your vouchers.
Step 3 :Assess whether you can use custom columns within BUSY to manually track the specific fields you're interested in.
Step 4 :Open BUSY and navigate to the customization or settings section where you can create custom columns.
Step 5: Within the customization settings, create custom columns for the specific fields you want to track, such as "Quantity" or "Price."
Step 6 :Associate the newly created custom columns with the voucher types where you want to track these specific fields.
Step 7:Whenever a change occurs in the specified fields (e.g., quantity or price), make sure your team is aware of the need to manually update these custom columns.
How do I configure taxation and deductions in payroll?
With BUSY Enterprise edition, you can manage your employees, calculate salaries and other deductions by using the payroll feature. To configure deductions, follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on Enterprises Features.
Step 3: Here, you will a feature called Enable Payroll, set Y on that to turn it on.
Step 4: Click on configuration and can enable the salary mode(s) such as Monthly Salary, Daily Wages and Production as per the requirements.
Step 5: You can also configure for deductions such as TDS, Professional Tax, PF and ESI as needed and save.
Step 6: Next, you need to create employee from Masters under the Administration menu.
Step 7: Click on Add and enter all the necessary details such as Name, Group, Date of joining, etc.
Step 8: You have to set Salary structure and mention salary components such as Basic, HRA, PF, etc.
Step 9: For TDS deductions you need to click on TDS Details tab and need to mention deduction details and save.
Further you can go through our video and help documents for more clarification.
How can I configure the software if my business spans multiple states?
If your business exist in Multiple state then you need to use Branch wise feature in BUSY.you can set up multiple branches or locations within the software. Each branch can have its own GSTIN and other relevant details. This will allow you to manage and track transactions for each state separately and to add additional Branch make sure that your BUSY Model Belongs to Enterprise Model and if you are not using Enterprise model the you have to create new company for branch but if you have same model so you can follow these steps-
Step 1- Go to Administration and configuration
Step 2- After click on configuration click on Feature and Option
Step 3 Select Enterprise Option and Click on Option Enable Multi Branch Details
Step 4- After enabalement click on Branch Details Option and click on Add Branch master option
Step 5- Enter branch name along with enable another options as per your requirements and with seperate GST and VAT configuration.
with this feature you can maintain multiple branch in one company.
What configuration settings do I need to enable to maintain separate branches under one company?
To maintain Multiple Branches in BUSY you have to use BUSY Enterprise model
Find out the steps to maintain multiple Branches in One company in BUSY
Step 1 : First go to administration
Step 2 : Then go to configuration
Step 3 : Then go to features and option
Step 4 : Then go to enterprise features
Step 5 : Then enable multi branch details option
Step 6 : Then create new Branch master and enable create voucher series group , user and material center for that Branch if required
Step 7 : Then mention Branch info details
Step 8 : Then configure branch options
Step 9 : Then mention branch state and tag that voucher series group of branch
Step 10 : Configure gst details of that branch
Step 11 : Then go to administration
Step 12 : Then go to users
Step 13 : Then tag that branch in those users which is related to that branch
Step 14 : Now you can log in that company with branch user and work
What steps should I follow while setting up multiple branches in BUSY?
To maintain Multiple Branches in BUSY you have to use BUSY Enterprise model
Find out the steps to maintain multiple Branches in One company in BUSY
Step 1 : First go to administration
Step 2 : Then go to configuration
Step 3 : Then go to features and option
Step 4 : Then go to enterprise features
Step 5 : Then enable multi branch details option
Step 6 : Then create new Branch master and enable create voucher series group , user and material center for that Branch if required
Step 7 : Then mention Branch info details
Step 8 : Then configure branch options
Step 9 : Then mention branch state and tag that voucher series group of branch
Step 10 : Configure gst details of that branch
Step 11 : Then go to administration
Step 12 : Then go to users
Step 13 : Then tag that branch in those users which is related to that branch
Step 14 : Now you can log in that company with branch user and work
What options do I have to track pending installations for my sales orders in BUSY?
We have an enterprise software or system that includes an enquiry/support management feature with call management capabilities. This feature appears to be designed to help you manage customer inquiries and support requests, particularly those related to installation calls. Here's a breakdown of the key functions you mentioned:
Step 1:Enquiry/Support Management: This feature likely allows you to create and track customer inquiries and support requests.
Step 2 :The call management feature is used to input and manage call and enquiry details. This could include information such as the date and time of the call, the customer's contact information, the nature of their inquiry or issue, and any actions taken.
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.
