Frequently Asked
Questions
Find Solutions to Common Issues Related to features - general audit
Does the software have a history of deleted transactions?
Yes, BUSY Accounting software maintains a history of deleted transactions,please follow below steps:
Step 1: Open BUSY Accounting Software and select the company you want to work with. Then, go to the Display tab and click on Check List.
Step 2: Select Audit Trail, then you can select the Details to be shown such as Accounts Day Book, Inventory Day Book, Payroll Day Book, Other Vouchers and List of Master. This will determine the type of transactions and masters that you want to see in the report.
Step 3: Select the User from the drop-down list. You can choose between All Users or a Specific User. This will filter the report by the user who made the changes in BUSY.
Step 4: Select the Entries to be Shown from the drop-down list. You can choose between Added, Modified, Deleted, and Other Info. This will filter the report by the action that was performed on the transactions or masters in BUSY.
Step 5: Enter the Date Range for which you want to see the report.
How can I maintain Audit Trail and track and save changes in BUSY?
To maintain audit trails and track changes in BUSY, you can enable the Maintain Audit Trail option and steps are-
Step 1-Go to the administration and configuration
Step 2-Under the configuration click on Feature and option
Step 3-Then click on General Option and enable Audit trail and also can search feature from Short cut key F3 And after enable it you can see the another option to show User Details in voucher and Master Below the Audit trail and can enable it as per the requirement
Step 4-To Track all the details in one report, Go to Display and then click on check list.
Step 5-After click on checklist,click on Audit Trail report and select any option for books and master for which details to be shwon with user wise selection and tick on all details added,modify,deletion and other info or tick on any of them.
Step 6-At last select staring and ending date and click on button and after that you could be able to check all details with user name.
What is the process to search for and print party names in Hindi even though I have entered them in English in BUSY?
You cannot search party name in hindi but if you want there is a option in BUSY to print your invoice details in hindi language
To use these option please follow these steps:
Step 1: Download the hindi input tool in your system then open your company in BUSY then Go to administration menu
Step 2: Then click on configuartion button
Step 3: Then click on features and option
Step 4: Then click on general tab
Step 5: Afterwards select second language support option as Y to enable it specify the language as hindi and specify the font size then save the changes
Step 6: Then save the changes
Step 7: Then go to administration menu
Step 8: Then click on configuration
Step 9: Then click on invoice/document printing
Step 10: Then click on standard option and select invoice such as sale and purchase etc
Step 11: Afterwards select second language option and specify the second language and save the changes
Step 12: Then go to transactions menu and open thr invoice and check the print preview
What is the display check list and how can I access it in the software?
If the Audit Trail feature is enabled in your company, then you can review changes made by using these steps:
Step 1: go to the Display tab and click on Check List.
Step 2: Select Audit Trail, then you can select the Details to be shown such as Accounts Day Book, Inventory Day Book, Payroll Day Book, Other Vouchers and List of Master. This will determine the type of transactions and masters that you want to see in the report.
Step 3: Select the User from the drop-down list. You can choose between All Users or a Specific User. This will filter the report by the user who made the changes in BUSY.
Step 4: Select the Entries to be Shown from the drop-down list. You can choose between Added, Modified, Deleted, and Other Info. This will filter the report by the action that was performed on the transactions or masters in BUSY.
Step 5: Enter the Date Range for which you want to see the report.
How can I upload the voucher image on google drive in BUSY?
To upload the voucher image on google drive in BUSY, you can follow the below steps:
Step 1: Go to administration section then click on configurations tab and select features and option.
Step 2: Choose general tab then enable google drive linked features in BUSY and specify the gmail account just below the option.
Step 3: Now. click on authorise tab then select the gmail account and click ok continue tab.
Step 4: Next, Go to administration section then configuration tab then select voucher series configuration.
Step 5: Choose the required voucher type then select the series and click on voucher configuration tab.
Step 6: Now, set y for prompt image for saving then specify the voucher image folder and save the configuration.
Step 7: Next, Go to administration section then click on required voucher type then select add tab.
Step 8: Create the invoice with necessary details then save the voucher.
Step 9: Afterward, you will get popup to save image to google drive, click on yes then select save.
What is the process to link or exchange data between two BUSY accounts using BDEP IDs?
Yes,you can configure BDEP id in BUSY.Actually it is BUSY data exchange platform through which you can exchange data within BUSY companies and uplaod on BUSY servers . To configure it in these steps
Step 1: Open your company
Step 2: Go to administartion and then configuration
Step 3: Select feature/options and Select GENERAL tab
Step 4: Now enable BUSY data exchange platform 'BDEP' option and click on configuration
Step 5: Now you can create new id and enter details like unique bdep user name,password and company details
Step 6: Now save the configuration and then save the bdep configuration and main general tab
Step 7: After creating BDEP ID mention party's BDEP Id in party master and the other prty will mention your BDEP ID in you master created by them
Step 8: After saving the voucher of the particular party option will apear for upload voucher in BDEP select yes
Step 9: Now voucher is shared on BDEP you can save voucher from there.
How do I set up Tracking no.in BUSY? How can I add a new customer in BUSY?
To set up tracking no. in BUSY you can follow some steps:
Step 1: Go to Administration and then Click on Coniguration.
Step 2: Now click on Feature and Option and select General option.
Step 3: Now enable Maintain Tracking No. in voucher option and then click on configuration.
Step 4: Now enable the tracking no. for voucher type.
Step 5: Now enter required voucher for which tracking no.is enable and then tracking no. window will appear.
Step 6: Now you have to specify the status of tracking and Tracking No.
Step 7: Now Go to Display and check Tracking No. Reports.
To add new Customer or party You can follow some steps:
Step 1: Go to Administration and click on Master.
Step 2: Now click on Accounts and then Add option.
Step 3: You have to all required detail otherswise you can use F4 shorcut key and enter GSTIN and click on Validate and click on option update and quit it will enter all details automatically.
How can i fix the error while attaching user singature image in BUSY ?
If you are unable to attach user signature image then please follow the given steps :
Step 1: Go to Administration Menu
Step 2: Then click on Configuration
Step 3: Then click on Invoice/document printing option
Step 4: Then click on Standard option
Step 5: Then click on select voucher and enbale Print User signature as Y
Step 6: Then click on three dots and click on Yes button
Step 7: Then Enable maintain Image and signature with user as Y
Step 8: Then click on Configuration box
Step 9: Then click on Maintain signature image with user option and specify the path of the image folder ( make sure image name is same as the login user name )
Step 10: Then click on Ok button and then save the configuration by click on Save button
Step 11: Then again click on Save button and checked the user sign image when print invoice
My invoices from BUSY are not getting saved permanently in Google Drive. What settings should I configure?
To permanently save your invoices from BUSY to Google Drive, you need to follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options the click on General tab.
Step 3: Here you will see an option called Enable Google Drive Linked Features in BUSY set Y on that.
Step 4: Specify Gmail ID and authorise it then save the configuration.
Step 5: Next, Go back to Administration and click on Configuration.
Step 6: Select Voucher Series Configuration and choose the voucher type.
Step 7: Choose the voucher series then click on Voucher Configuration. Here you will see an option called Save Invoice on Google Drive.
Step 8: Set Y on that and select the Format to Upload then save the configuration.
Now, when you save your invoice a popup will appear to save invoice to google drive.
What is the difference between the self-configure and auto-configure options for reports?
Difference between the self-configure and auto-configure. Self-Configure:
1: Definition: In the self-configure option, users are required to define the required format to generate a report.
2: User Involvement: Users actively specify the configuration settings, such as report format and other parameters.
3: Customization: Offers a high level of customization, allowing users to tailor the report according to their specific needs.
4: Control: Users have more control over the output as they decide how the report should be formatted.
Auto-Configure:
1: Definition: In the auto-configure option, there's no need for users to define the report format; the system automatically configures default report options.
2: User Involvement: Minimal user involvement is required. The system takes care of configuring the report settings.
3: Simplicity: Offers a simplified experience, especially for users who may not want to or need to specify detailed configurations.
4: Default Settings: The system uses predefined or default settings for generating the report.
