Frequently Asked
Questions
Find Solutions to Common Issues Related to features - general audit
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.
What is a BDEP and how do I create one in BUSY for mobile use?
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
Note:When you upload data to cloud server,then it is uploaded, if BDEP ID is mentioned in BUSY and on the same BDEP id and then by mentioning same BDEP id in BUSY mobile app,you can access data from cloud server in mobile
What is the BDEP ID and where can I find it to login to BUSY mobile app?
In BUSY,you can configure BDEP ID.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
Note:When you upload data to cloud server,then it is uploaded, if BDEP ID is mentioned in BUSY and on the same BDEP id and then by mentioning same BDEP id in BUSY mobile app,you can access data from cloud server in mobile
How do I set up automatic reminders for GST filing deadlines in BUSY?
Here are the steps for Setup reminder for GST Filing through Notes Manager:
Step 1: Go to Administration Menu
Step 2: Click on Configuration Option
Step 3: Then click on Feature and Option
Step 4: Then click on General feature
Step 5: Press the F3 key to search any feature
Step 6: Type Notes Manager and then once you are getting the option then enable it as Y
Step 7: Save the configuration by click on save button
Step 8: Then Go to Ulities and click on Notes Manager
Step 9: Then Double click on Notes field then create new category by press F3
Step 10: Then mention the Notes and you can also specify Deadline as Particular Date and time for notification and save the configuration by clicking on save option
How to access Google Drive in BUSY?
There is not option for access google drive directly from BUSY, further If you want to
link google drive in BUSY then please follow the given steps
Step 1: Go to adminstration menu then configuration then feature option.
Step 2: Then select general option and enter. then General winodw will be shown.
Step 3: Here you can see option enable google drive linked features in BUSY, Just
Select in and turn it to Y.resultant specify gmail id option will get active
Step 4: Then select specify gmail id field and write down your gmail id.
Step 5: Then press the autharise tab then it will take you to the browser.
Step 6: You have to give permission to link with BUSY.
Step 7: Upon successful authorization your Google Drive will be linked with BUSY.
Is there an option for electronic signatures instead of image-based?
You can use digital signature instead of manual signature in BUSY. If you want to use digital signatures for signing documents in BUSY, you need to follow these steps:
Step 1: Buy a DSC (Digital Signature Certificate) dongle and insert it into your system.
Step 2: Launch BUSY and open your company.
Step 3: Go to the Administration tab and click on the Configuration option.
Step 4: Select Features / Options and click on the General tab.
Step 5: Set the option “Apply Digital Signatures in Invoice/Document” to Y and click on the Configuration button.
Step 6: Select “BUSY” as the Digital Signature Software Vendor and choose your DSC from the dropdown list.
Step 7: Enter your DSC’s password / PIN and ‘Search String’ (default is Authori).
Step 8: Save all the configurations and your BUSY is ready to digitally sign invoices / documents.
