Frequently Asked
Questions
Find Solutions to Common Issues Related to features - general audit
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.
Where is the configuration menu to customize reports in BUSY?
In BUSY, the configuration option to customize the reports are available two ways,
Columnar report
1. Go to Administration.
2. Click on Configuration.
3. Select 'Columnar Reports.'
4. Choose the reports you want to configure, such as Account Registers, Inventory Registers, Cash/Bank Book, Stock Status, Party-Item Analysis, Parameterized Stock Status, etc.
5. Add a format name.
6. Configure the format body with type, particulars, size, and captions.
7. Save the format.
8. When viewing the report, select the format name to display the columnar register.
Custom Column
1. Open the report
2. Click to Custom report
3. Type the format name
4. Add new column
5. Specify the heading, position, Data type, alignment,No of characters etc.
6. Specify the category and required field name
7. Save fields
Users can configure these reports in BUSY based on their specific report requirements
Contact the 24/7 BUSY Helpdesk number, 8282828282, if required
I want to print my invoices in a different language. Is this possible and if so, how?
To print Invoice in a different language you need to follow the steps
Step1 Go to Google crome and download google input tools of your local
language
Step2 install the setup
Step3 Open company and go to configuration menu and click to Feature options
then click to general feature
Step4 make Y on enable second language support and on specify language option
select your preffered language and select font size and save
Step5 now to configuration then click on Invoice document printing and click advance
Step6 select the voucher type and click on add
Step7 create a format name or select existing format then go to the header or footer
or body part and select SL field for where you required second language
How to link invoices in BUSY software to Google Drive.
If you want to link invoices from BUSY software to Google Drive, you need to follow these steps:
Step 1: Go to the Administration menu in BUSY software, then click on "Features and Options" and finally, select the "General" tab. Here, you can enable the Google Drive link feature.
Step 2: Next, define the email ID and click on the "Authorize" option.
Step 3: Once the authorization process is completed, go to Administration, then click on "Configuration" and select "Voucher Series Configuration". Here, you can enable the "Save Sale Invoices on Google Drive" option.
Step 4: Finally, when you save a voucher, a prompt will appear asking if you want to save it on Google Drive. Click on "Yes" and it will be uploaded successfully on Google Drive.
