Frequently Asked
Questions
Find Solutions to Common Issues Related to features - enterprise
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.
How to view reminder for installation date in BUSY for a sales order?
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.
How to link installation/service records to my sales orders/invoices 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.
How do I handle payroll and employee management in BUSY?
With BUSY Enterprise edition, you can configure Payroll and manage employee and their salaries. To configure this, 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.
I need to add a salary payment for an employee promoter to my invoice in BUSY how do I do this properly?
To set up for payroll and generate salary for employees through BUSY enterprise edition, you need to follow these steps:
Step 1: Go to the Administration menu and select Configuration.
Step 2: Choose Features / Options and then click on Enterprise Features.
Step 3: Set Y on option called Enable Payroll and click on Configuration.
Step 4: Here you need to configure the salary mode such as Monthly Salary, Daily Wages, Production.
Step 5: Next, you have to create employees by going to Administration and click on Masters.
Step 6: Select Employee and click on Add.
Step 7: Enter all the required details such as Name, Group, Payment mode, Salary Structure, etc.
Step 8: Next, go to Administration and click on Configuration.
Step 9: Select Voucher Series Configuration then click on Salary Calculation.
Step 10: Select the voucher series and click on Voucher Configuration.
Step 11: Here, you need to configure salary components as you have configured in employee salary structure.
Step 12: Now, you can generate salary calculation voucher from the Transaction menu.
Note: For more clarification you can refer the video tutorial available with the payroll feature.
