Frequently Asked
Questions
Find Solutions to Common Issues Related to features - general audit
How to setup reminders for follow-up in BUSY?
To set up reminders for follow-up in BUSY, you can use the Notes Manager feature. To set it up you can follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and click on General tab.
Step 3: Here you will see an option called Enable Notes Manager, set Y to turn it on and save.
Step 4: Next, go to Administration menu and click on Utilities.
Step 5: Select Notes Manager and press ALT+F3 to create category, you can create it as Follow up.
Step 6: Press F3 to create notes and can specify the deadline and set reminder.
Further you can view the video tutorial available with the feature for more clarification.
How to add reminders for collections in BUSY?
To setup reminder for collections in BUSY, you can user notes manager feature. Once can set reminders for the tasks to be done or can set the deadline date & time for the tasks in the Notes Manager.
To enable and manage the notes manager feature, follow these steps:
Step 1: Go to administration then click on Configuration menu
Step 2: Choose features/option menu then Click on General Tab
Step 3: Enable Notes manager feature and save the configuration.
Step 4: Now, Again Go to administration section then click on Utilities.
Step 5: Select the notes manager option
Step 6: Press F3 function key to Add notes , specify the Deadlines and press on Ok tab to save the notes.
Are BUSY digital signatures legally valid?
Digital signature with BUSY is completely valid and legal.To configure digital signatures in BUSY, please follow below steps:
Step 1: Connect a valid DSC dongle to your computer's USB port.
Step 2: Run the setup of the DSC dongle installation wizard and click the "Install" button.
Step 3: Open BUSY and go to the company for which you want to configure the digital signature.
Step 4: Go to the Administration tab, Configuration, Feature Options, and then the General tab.
Step 5: Enable the option "Apply Digital Signatures in Invoice Document", specify vendor name as BUSY
Step 6: Mention Digital signature certificate and its password, click "Save".
Step 7: Save the General Tab configuration also
Now, you have successfully setup and configured digital signatures in BUSY.
How to set up reminders and notifications in BUSY?
To setup reminder and notifications in BUSY, you can user notes manager feature. One can set reminders for the tasks to be done or can set the deadline date & time for the tasks in the Notes Manager.
To enable and manage the notes manager feature, follow these steps:
Step 1: Go to administration then click on Configuration menu
Step 2: Choose features/option menu then Click on General Tab
Step 3: Enable Notes manager feature and save the configuration.
Step 4: Now, Again Go to administration section then click on Utilities.
Step 5: Select the notes manager option
Step 6: Press F3 function key to Add notes , specify the Deadlines and press on Ok tab to save the notes.
Can I use Hindi language input tool in BUSY.Does it is supported in BUSY?
If you wants to use second language like hindi in BUSY,you need to first download and install hindi google input tool online from browser like chrome.Then after installing it,open BUSY software in your system and follow 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 second language support option as at right side of general tab options
Step 5 In specify language,select hindi as it will pick if input tool for hindi is installed and then save the changes
Step 6 Now second language hindi will be configured in your company and it can be used while on invoice printing also
Can I use Hindi and will they reflect properly with transactions entered in BUSY?
If you wants to use second language like hindi in BUSY,you need to first download and install hindi google input tool online from browser like chrome.Then after installing it,open BUSY software in your system and follow 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 second language support option as at right side of general tab options
Step 5 In specify language,select hindi as it will pick if input tool for hindi is installed and then save the changes
Step 6 Now second language hindi will be configured in your company and it can be used while on invoice printing also
Can you show me how User signature images used to appear on sales quotations and invoices in older versions of BUSY? The signature image is no longer appearing now.
If the user signature images not appear on the invoices printout then you need to check these steps:
Step 1: First check the feature is enable or disable by going to Administration menu.
Step 2: Then click on Configuration and select Features / Options.
Step 3: Select General tab and check the option Maintain Image & Signature with User is enable and click on configuration button and verify the image folder is correct.
Step 3: Next, you need to ensure that the image format is Jpeg and Png.
Step 4: Make sure the image name should be as your username.
Step 5: You also make sure that the option of user signature is enable in the standard format configuration.
Steps to properly sign and finalize an invoice created in BUSY before emailing it to a client and ensuring the correct process?
Steps to follow for attaching sign and stamp in the invoices for printing and then emailing to the client.
Step:1 Go to the administration option and then select configuration option.
Step:2 Feature and option.
Step:3 Go to general tab and search for feature maintain image & signature with user.
Step:4 Tag the image in by using the maintain signature image with user and save the cofiguration.
Step:5 Go to adminstration option and then select configuration option.
Step:6 Select invoice document printing.
Step:7 select the standard format and mention yes in the print user signature option.
Please note that the image folder and the image name should be same as user name.
How do I know if someone else has been making changes in my company file?
For this you can use audit trail feature,For use audit trail feature please follow these steps:
1. Go in Administration then go in configuration
2. Then go in Features/Option then go in General tab
3. Enable Maintain audit trail feature and mention y on show user detail in voucher/master
4. Save configuration
Note- After enable audit Trial feature if any user add,modify and delete any voucher it will show on audit trail Report.
For check audit trail Report please follow these steps:
1. Go in Display then go in check list
2. Then go in Audit trail then select details and select user
3. Select type of entry like add,modify and delete
4. Mention date range and open Report
How can I check the modify or deleted vouchers report in BUSY?
To check the modify or deleted vouchers report, you can use audit trail feature in BUSY.
To enable audit trail feature, follow the below steps:
Step 1: Open your company then go to administration menu and click on configuration sub menu.
Step 2: Select features and options and click on general tab.
Step 3: Set Y on maintain audit trail and can also enable maintain detailed audit trail.
Step 4: To view the report for the same go to display menu then click on check list.
Step 5: Select audit trail then select summary and select user then tick on deleted and modify option.
Step 6: Press ok to open the report and can view the deleted and modify data.
