Frequently Asked
Questions
Find Solutions to Common Issues Related to features - enterprise
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.
What options do I have for tracking payroll and salary information in BUSY over a period of time?
In BUSY, you have the option to track payroll and salary information over a period of time through various features and reports. You can set up and configure employee payroll details, including salary structures and components. You can process monthly payroll, record attendance and leave, manage deductions and generate salary slips. BUSY also provides payroll reports and allows you to customize the salary slip format. Additionally, you can integrate BUSY with bank accounts for salary transfers and handle TDS deductions on employee salaries.
In BUSY Enterprise Model have inbuilt feature of Payroll. if you have already enable, configure and entry payroll voucher entry. so you can track payroll and salary information in BUSY.
Step 1: Go to Display Menu
Step 2: Click on Payroll Reports option
Step 3: Under Payroll Reports have Payroll Registers option
Step 4: Under Payroll Registers option you can check Salary Register, Bonus Register, Salary Register Entry Level, Leave Encashment Register, salary component register,
Step 5: Employee salary Structure details, Bank Advice, Full & Final Settlement Report.
How to manage 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 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
How do I handle tax deductions and withholdings in BUSY?
With BUSY Enterprise edition, you can configure Payroll and tax deductions. 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.
We have set up multiple party groups in BUSY. How can we show or hide these for specific users?
If you have set up multiple party groups in BUSY to show or hide them for specific users, you need to follow the below steps:
Step 1: Go to Administration, then select Configuration, then select Features & Options, then select Enterprise Features, enable the master series group as Yes, then click on the configuration option, click the Account group option, and save the configuration.
Step 2: After saving this setting, you need to go to Administration, then select Masters, then select Account Group, then select Modify, and select the account group in which you have to tag your master series group. For this, you need to create a master series group by pressing F3. You can add it and select the master series group.
Step 3: After this, you need to go to Administration, then select Users, then select BUSY Users, then select Modify and select the user name and specify the master series group as YES, and the master series group that you want to show but have not selected will be hidden.
