Frequently Asked Questions

If you want to track expenses for each branch, you need to create a separate expense head for every branch and record their transactions under that head. 
For budgeting, you can only define the overall budget for the expense or fixed assets master. There is no option to define the budget for branch wise. Therefore, we recommend creating a separate head and specifying the budget for each branch.

sales vouchers were rejected by the head office due to discrepancies for check those voucher follow these steps 
1. go to the check list under display menu
2. open voucher/master approval report 
3. select rejected vouchers for user or by user option 
4. then select user, voucher type, date range and open report 
5. you can check who reject your voucher , time and date , rejection reason.

It is recommended to check if the HOBO option is enabled in both the HO and branch office. If it is enabled, ensure that it is ticked on the correct location (HO or branch). Additionally, it is suggested to log in from the root branch and do the entry in it to avoid any issues. If there are any mismatches, reconcile the entries and make necessary adjustments.

To manage and generate reports for multiple locations separately in BUSY, you can create multiple branches for your company. Each branch can have its own inventory records, separate stock management, and individual reports. You can transfer stock between branches, record receipts and issues separately, and set different selling prices for the same product across branches. Additionally, you can generate profit and loss statements for each branch individually.

If you want to check how often do you synchronize your branch data in HO please follow the given steps
 Step 1 Go on administration
 Step 2 Click on configuration
 Step 3 Click on feature options
 Step 4 Enterprise features
 Step 5 Click on the configuration option available with Enable HO BO data sync.
 Step 6 Check here what period of Minutes are mentions for data synchronization

Presently, there is no direct option for transferring fixed assets from one branch to other.
As fixed assets purchase will hit our accounting part. 
Here we can do below steps for the alternate option:
Step 1: Create separate fixed assets account for each branch.
Step 2: Now have to enter accounting entry from Fixed assets debit of Branch(A) to 
Fixed assets credit with branch(B). In the series of a branch.

To add new items in a BUSY, follow these steps:
Step 1: Go to Administration and click on Master Tab.
Step 2: Select Item tab and then click on Add option
Step 3: Mention all details related to item such as Item Name, Item Group, HSN/SAC Code, Unit and sale and purchase price etc.
Further for the sync process you have to exchange data with HO from Data Export Import Option.

the process for adding new watch series to the different offices - head office vs branch office then follow these steps
1. go to the configuration under administration menu
2. then open voucher series configuration 
3. select voucher type and click on add new 
4. add new series 
5. after that click on voucher series group management 
6. tag series under both series group HO and BO .

To access or view invoices from your branch office, you can try the following steps: 
Step 1: Make sure you are logged in with the correct user credentials for your branch office.
Step 2: Check your user access rights and permissions to ensure you have the necessary privileges to view invoices.
Step 3: Verify that the invoices have been properly synced between the head office and branch office.

ensure the settlement configuration mode is matched between the branch office and head office follow these steps 
1. go to the configuration under administration menu.
2. open voucher series configuration 
3. select voucher type and relevant series 
4. click on voucher configuration tab
5. there is option called settlement check the configuration is correct or not 
6. follow these steps in both branch office and head office