Frequently Asked
Questions
Find Solutions to Common Issues Related to features - enterprise
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.
How do I specify the material center in different branches in BUSY?
Add material centre in branch coonfiguration ,pleasefollow the steps :
Step 3 : After enabling the multi-branch feature, save your changes. The software may require you to restart or refresh to apply the new settings.
Step 4 :Now that you have enabled the multi-branch feature, you can proceed to create a new branch with specific details. Here are the steps:
Step 5: Look for an option or button to Create New Branch or Add Branch. Click on this option to start the branch creation process.
Step 6 :In the branch creation form, provide the following details for the new branch:
Branch Name: Enter a unique name for the branch.
Material Centers: Configure material centers or warehouses associated with this branch if applicable.
User Name: Assign a username or login name for the branch.
Tax Configuration: Set up tax-related information specific to this branch.
Branch Address: Enter the physical address or location of the branch.
State: Specify the state or region where the branch is located.
Step 7 :If you have multiple branches to configure, repeat the above steps for each branch.
How to ensure accuracy of salary processing in BUSY?
To ensure accuracy of salary processing in BUSY, you can follow these steps:
1. Double-check the salary structure and components to ensure they are set up correctly.
2. Verify that all employee details, such as bank accounts and tax information, are accurate and up to date.
3. Regularly review and reconcile salary data with attendance records and leave management to avoid any discrepancies.
4. Use the preview option to review salary calculations before finalizing and processing the payments.
5. Keep track of any changes or updates in tax laws or statutory regulations to ensure compliance.
6. Conduct periodic audits and reconciliations to identify and rectify any errors or inconsistencies.
7. Utilize the available reports and analytics in BUSY to analyze salary data and identify any anomalies.
8. Communicate with employees to address any concerns or discrepancies in their salary payments promptly.
9. Train and educate your payroll team on the proper procedures and best practices for salary processing in BUSY.
10. Regularly update and maintain the software to ensure you have the latest features and bug fixes for accurate salary processing.
How do I properly configure multiple branches in BUSY?
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 do I generate pay slips for employees in BUSY?
a feature in your accounting or payroll software that allows you to print salary slips for employees. Here's a breakdown of the process you described:
Step 1 :Start by entering the salary information for your employees.
Step 2 :After you have entered the salary information, the software prompts you to print salary slips.
Step 3 :This prompt could appear automatically or as a manual action.
Step 4 :When prompted to print salary slips, click "OK" or a similar button to confirm that you want to generate and print the salary slips.
Step 5 :Once you click "OK," the software should take you to a print options menu or screen.
Step 6:Within the print document menu, look for an option to print "Bulk Salary Slips" or "Multiple Salary Slips" or something similar. This option allows you to print salary slips for multiple employees at once.
Step 7 :Once you have selected the employees and configured the printing parameters, initiate the printing process. This might involve clicking a "Print" or "Generate" button.
How can I generate and print salary slips?
a feature in your accounting or payroll software that allows you to print salary slips for employees. Here's a breakdown of the process you described:
Step 1 :Start by entering the salary information for your employees.
Step 2 :After you have entered the salary information, the software prompts you to print salary slips.
Step 3 :This prompt could appear automatically or as a manual action.
Step 4 :When prompted to print salary slips, click "OK" or a similar button to confirm that you want to generate and print the salary slips.
Step 5 :Once you click "OK," the software should take you to a print options menu or screen.
Step 6:Within the print document menu, look for an option to print "Bulk Salary Slips" or "Multiple Salary Slips" or something similar. This option allows you to print salary slips for multiple employees at once.
Step 7 :Once you have selected the employees and configured the printing parameters, initiate the printing process. This might involve clicking a "Print" or "Generate" button.
I changed the financial year in BUSY but now my opening balances are incorrect. What should I do?
You should check if the opening balances were carried forward correctly,please follow the steps :
Step 1: Review your Trial Balance report regularly. This report shows the ending debit or credit balance for every account in your general ledger. The sum of debit and credit balances should be equal. If balance not show proper then check in short range and find on which account's entries have an error or mistake.
Step 2: Check your P&L and Balance sheet regularly, if found any balance mismatch then run Update Master Balance from the Housekeeping Menu. Before doing this take the latest backup of your data.
Step 3: Match your book stock and the physical stock, ideally they should match, but sometimes they may differ due to some discrepancy or data entry error. To sync them properly, you need to pass some stock adjustment vouchers in BUSY, such as “Physical Stock” and “Stock Journal”. These vouchers allow you to generate or consume any stock quantity if needed.
How will users only see data for their branch upon logging in from a branch user?
The user configuration window in the software you're using (referred to as "BUSY") seems to provide user management features that are particularly useful for businesses with multiple branches. Here's a breakdown of the key functionalities you mentioned:
Step 1:By tagging users to branches, you can control access and permissions based on branch-level segregation.
Step 2:The voucher series group, as previously mentioned, is an organizational feature that helps categorize and manage voucher series. It's possible that you can also assign or restrict access to specific voucher series groups based on user roles.
Step 3 :By tagging users to specific branches, you can customize their access and permissions. This means that users may only have access to data, transactions, and features related to the branch they are associated with.
Step 4:It appears that there is a hierarchy of user roles, with a "super user" role having broader access and permissions. Super users are likely able to view consolidated data summaries that encompass information from all branches.
How to audit transactions done by a user?
The User Activity Log and the Audit Trail are essential features in BUSY that help track and maintain a record of user activities for auditing and accountability purposes. Here's a brief overview of each:
Step 1 :User Activity Log:The User Activity Log provides a detailed record of individual user activities within the software.It tracks actions such as the creation, modification, and deletion of transactions, accounts, items, groups, and other relevant data.
Step 2 :The Audit Trail is a broader report that provides a comprehensive record of all transactions recorded in BUSY.
It captures the details of transactions, including their creation, modification, and deletion, as well as any changes made to financial data.
Step 3 : Both the User Activity Log and the Audit Trail are essential for ensuring data integrity, security, and compliance in accounting and financial management. These reports provide transparency into user actions and the history of financial transactions, which is critical for maintaining trust and accountability in business operations.
