Frequently Asked
Questions
Find Solutions to Common Issues Related to features - general audit
The cancelled bills are not showing in my reports. How can I see the details of cancelled bills in the software?
Getting cancelled entries for the same item in my invoice, then you can review changes made by using these steps:
Step 1: Open BUSY 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 identify which person or user Worked in my company in BUSY?
To identify which person or user Worked in your company in BUSY You can use Audit Trail, User Activity log or event notification option in BUSY. Below are the steps for using it:-
Step 1: If want to use Audit Trail or User Activity Log so go to the Administration menu then sub menu configuration select the feature and option and finally General tab Enabe the Audit Trail or User Activity Log from there and save the changes.
Step 2: To view the report Ensure that the company logs in from Admin User go to the Display menu then select the checklist and from there can check user-wise reports either from the Audit trail or the User Activity Log.
Step 3: If want to use the Event Notification option so go to the Administration menu then the sub-menu configuration select the feature and option and finally General tab Enabe the Event Notification option configure it from there and save the changes. Through this, you will get a notification on your mobile phone via a BUSY BNS app according to the configuration.
How can I get consolidated reports showing summaries like total invoices, cancelled invoices, pending invoices etc from BUSY?
Get consolidated reports showing summaries like total invoices, cancelled invoices, pending invoices etc from BUSY by using these steps:
Step 1: Open BUSY 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.
I am unable to find certain voucher entries later. Why are some entries not showing up when I try to open or edit them?
to find certain voucher entries later, then you can review changes made by using these steps:
Step 1: Open BUSY 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.
I'm having trouble finding a particular voucher entry in BUSY. Is there a way to search or filter transactions?
If the Audit Trail feature is enabled in your company, then you can review changes made by using these steps:
Step 1: Open BUSY 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 resolve the issue if it showing no image for signature in printing of invoice?
You need to make sure that image should be in JPEG or in PNJ and if issue persist then you need to confirm the correct path for User Signature Image to check it you need to follow some steps:
Step 1: Go to the Administration and then click on Configuration.
Step 2: Now click on feature and Options and then select the General Tab.
Step 3: Now click on configure option of Maintain Image and Signature with User and you can search it from F3 shortcut key.
Step 4: Now give the signature folder path where signature image exist in system and make sure image name should be from User name from which you login your company.
Step 5: Now click on OK option and save the General Tab.
Step 6: Go to the Transaction and select the voucher type
Step 7: Now select modify option and enter the invoice number
Step 8: Now click on ok option and click print option.
Step 9: Now select the Sale invoice option and select the Standard format.
Step 10: Now print your invoice.
How to review changes using the audit trail feature in BUSY?
If the "Audit Trail" feature is enabled in your company, then you can review changes made by using these steps:
Step 1: Open BUSY 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 do I access the audit report in the display?
If the "Audit Trail" feature is enabled in your company, then you can review changes made by using these steps:
Step 1: Open BUSY 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 get detailed audit trails and change logs for transactions 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.
How do I maintain audit trails and track changes in BUSY?
To maintain audit trails and track changes in BUSY, you can enable the 'Maintain Audit Trail'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 Shortcut 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.
