How do I give my accountant view-only access to my BUSY account for tax prep?Does BUSY handle invoicing for recurring/subscription payments?
Find out the steps to give your accountant acess to your BUSY data for view only purpose
Step1 :First go to administration
Step 2 :Then go to User option
Step 3 : Then add new user and define username and password
Step 4 : configure the rights of that user you wants to him to allow to view your BUSY data
Step 5 : Now your accountant can acess to your BUSY data by log in with there username and password
And you can maintain recurring payment in BUSY through the following steps further there is no specific option for subscription payment in BUSY you can pass payment voucher for that
Step 1 : First Go to administration
Step 2 : Then go to Bulk Updation
Step 3 : Then go to Set voucher as Template option
Step 4 : Select the voucher type as payment
Step 5 : Then select the option show voucher list and select the recurring payment voucher you wants to replicate
Step 6 : Then define a template name and saved the details
Step 7 : Then go to voucher replication option available in bulk updation column
Step 8 : Then select voucher replication for single voucher in different dates
Step 9 :Then Select voucher type and template name
Step 10 :Then select the replication basis like daily or weekly
Step 11 : Then mention the starting and ending date
Step 12 : Then can enable generate random amount option if you need otherwise click on replicate voucher option
Step 13 : Now can check the generated voucher in payment voucher list report