Frequently Asked
Questions

Q: How do I enable two-factor authentication for emails?

As of my last knowledge update in September 2021, Google offered several methods for two-factor authentication (2FA), including the use of the Google Authenticator app, phone prompts, and hardware security keys, among others. However, AirPass doesn't appear to be a standard term associated with Google's 2FA methods. Step 1 : To set up 2FA for your Google account linked to BUSY, you would typically use one of the following methods: Step 2 : Go to your Google Account settings by visiting https://myaccount.google.com/. Step 3 : Click on Security or Sign-in & security. Step 4 : Locate the Two-step verification or Two-factor authentication section and click Turn on or Get started. Step 5 :Follow the on-screen instructions to set up 2FA using one of the available methods. Please note that Google's security features and settings may have evolved since my last knowledge update in September 2021, so it's essential to refer to Google's official documentation or support resources for the most up-to-date information on setting up two-factor authentication for your Google account.

Q: Why is the automated mail function not working?

If you are facing issues with the automated mail function, follow these steps to troubleshoot the problem: Step 1:Log in to your company with your credentials. Step 2:Now go to the Administration menu and select Configuration from the submenu. Step 3:Select Email Configuration. Step 4:In the new window, check the Test Account Settings option. If it shows Email sent successfully, move forward to the next step. If not, update the app password. Step 5:Open your email and use the security option to update the app password. Step 6:Exclude BUSY from the antivirus program. If the issue persists, and if the email is showing Save successfully instead of Sent successfully, follow these additional steps: Step 1:Log in to your company with superuser credentials. Step 2:Go to the Administration menu and select Users from the submenu. Step 3:Select the user to modify Like BUSY. Step 4:Look for the option Always send email/sms/notification in offline mode and disable that option by selecting N. Step 5:Save the configuration by clicking on the save button or pressing the F2 shortcut key. This should help resolve the issue with the automated mail function.

Q: How do I schedule an email to be sent at a later time in BUSY?

In BUSY, the option to automatically schedule the time for sending emails is not available. However, you can save them in offline mode and send them at your convenience later. For send from offline email follow the steps. Step 1. Go to Administration Menu and click on Users Option. Step 2. Then click on moidfy and select the user name from dropdown menu. Step 3. After selection the user name enable the option labeled Always send Email SMS Notification in Offline Mode by Setting it to Y. Step 4. Then save the changes by clicking the save button and then send any mail from BUSY. Step 5. Then You will receive a prompt window to save and send later email for sending at a later time then click on Save button. Step 6. Go to administratoin menu and click on utilities option. Step 7. Then Click on Offline E-mail SMS option and you will access a list of all saved emails. Step 8. Then select email and send it to as per your convenience.

Q: Updating app password for BUSY when changing the password for connected email.

To update the app password for BUSY when changing the password for your connected email, you will need to go to the email settings in BUSY and update the password there. This will ensure that BUSY can still connect to your email account with the new password. Step 2. Select Email Configuration from the options. Step 3. Enter your email address and password in the provided fields. Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook). Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account. Step 6. Enable SSL/TLS encryption if required by your email provider. Step 7. Save the settings and test the email configuration by sending a test email. The SMTP option is not available when selecting Send through Microsoft Outlook in BUSY's email configuration because the email will be sent automatically through the Outlook ID that is open on the system, without the need for SMTP server configuration. "

Q: I want to set up email notifications for bills and invoices generated in BUSY. How can I configure this?

If you require to share the Invoices and reports through BUSY by Email then follow the steps as mentioned below : Step 1 : Go to Administration Step 2 : Click on Configuration tab Step 3 : Select Email Configuration Step 4 : Here you will get the Sending options so select the same accordingly like Send Directly or Microsoft outlook or Thorugh outlook express Step 5 : If You will choose Send through Microsoft Outlook or Outlook express then the same email should be configured in your system as default email sender Step 6 : If you select the option Send Directly then you need to specify SMPT Server along with User name and Password Step 7 : Here the password should be generated through app password facility of your email account such as for gmail Step 8 : After the specifying all the details you can check the test email Step 9 : If the same is sucessfull then open any invoice in modify mode and go to the email tab and check the email sending through Invoice also

Q: I want to send the invoices from BUSY to my WhatsApp account. How can I configure WhatsApp integration in BUSY?

Integrating WhatsApp for automatic invoice sending can be a valuable addition to your business communication and invoicing processes. WhatsApp, as a widely used messaging app, allows you to send invoices directly to clients or customers, along with providing real-time updates and responses. Here are the general steps to integrate WhatsApp for automatic invoice sending: Step 1 : Check the Whatsapp API Configuration . Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY. Step 4 ; Make sure you have a WhatsApp Business account set up and verified. Step 5 : Double-check the integration settings within BUSY. Step 6 ; Ensure that your computer has an active and stable internet connection Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers. Step 8 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.

Q: What should I do if automated emails and SMS notifications are not received in BUSY?

When automated emails and sms are not sending from the BUSY software. For Emails : Step 1: Make sure that you have done the email configuration properly in BUSY. Step 2: Go to the email configuration then click on test account settings option if the configuration are proper then it will show sent successfully. Step 3: Check the Internet connection should be proper. Step 4: In the email configuration, check by changing the port 465 ,571 and 25. Step 5: If the antivirus is blocking the BUSY application then exclude BUSY in the antivirus. For SMS : Step 1: Make sure the sms configuration should be proper in BUSY. Step 2: Check the Internet connectivity should be proper. Step 3: Open the sms api portal for which you have purchased from api vendor then send sms directly from sms portal. If sms get send then in BUSY, check by entering the diiferent mobile number. If sms not get send from sms portal then need to contact to the API vendor.

Q: Checking and adjusting Outlook configurations for sending mails from BUSY and resolving any issues?

To check and adjust Outlook configurations for sending mails from BUSY and resolving any issues, you can follow these steps: 1. Open Outlook and go to the "File" tab. 2. Click on "Options" and then select "Mail" from the left-hand menu. 3. Under the "Send messages" section, make sure the correct email account is selected. 4. Check the outgoing mail server settings and ensure they are configured correctly. 5. Verify that the SMTP server settings match the requirements of your email provider. 6. If you are using a third-party email service, make sure you have entered the correct SMTP server address and port number. 7. If you are using a Gmail account, enable "Less secure apps" access in your Google account settings. 8. Test the email configuration by sending a test email from BUSY. If you encounter any issues, double-check the configuration settings and ensure that your internet connection is stable. If the problem persists, you may need to contact your email service provider or IT support for further assistance.

Q: Configuring automatic emailing of invoices when saving a voucher in BUSY relevant settings.

To configure automatic emailing of invoices when saving a voucher in BUSY, you'll need to set up the relevant email settings within the software. This allows you to send invoices to your clients or contacts automatically. Here are the steps to configure this feature: Step 1 :Start by opening BUSY and logging in to your account. Step 2 : You can either create a new voucher or open an existing one that you want to email as an invoice. Step 3 :Fill in the voucher details, including the customer's name, invoice number, invoice date, and all relevant financial information. Step 4 : Add the invoice as an attachment. BUSY should allow you to attach the voucher as a PDF or other supported document format. Step 5 :Check your email outbox or sent items folder to confirm that the invoice was sent successfully. This helps you verify that the automatic emailing feature is working as expected. Step 6 : check the voucher series configuration Step 7 : configure email after saving .

Q: How can i resolve the error of showing smtp server error code 114 while sending email?

In BUSY, SMTP server error code 114 occurs when attempting to send an email if either the username or password provided is incorrect.To resolve the error follow the below steps: Step 1: Go to Administration, click on Configuration, and select Email Configuration option. Step 2: VeriFinancial Year the email ID mentioned in Username. If it is incorrect, correct it. Step 3: If the username is correct, check the password. If the password is incorrect, generate a BUSY app password from your email ID and speciFinancial Year it in BUSY. To generate BUSY application password in gmail, you need to follow these steps: Step 1: Sign in you Gmail account then Go to google account setting Step 2: Now Click on secuity tab appear in left side of screen then search for App password Step 3: Mention BUSY in App name field then generate the password.Once the password generated, copy the same. Step 6: Go to administration section in BUSY then configuration then click on Email configuration Step 7: Paste the app generated password in Password field and save the configuration.

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How do I enable two-factor authentication for emails?

As of my last knowledge update in September 2021, Google offered several methods for two-factor authentication (2FA), including the use of the Google Authenticator app, phone prompts, and hardware security keys, among others. However, AirPass doesn't appear to be a standard term associated with Google's 2FA methods. 
 Step 1 : To set up 2FA for your Google account linked to BUSY, you would typically use one of the following methods:
 Step 2 : Go to your Google Account settings by visiting https://myaccount.google.com/. 
 Step 3 : Click on Security or Sign-in & security. 
 Step 4 : Locate the Two-step verification or Two-factor authentication section and click Turn on or Get started. 
 Step 5 :Follow the on-screen instructions to set up 2FA using one of the available methods. 
 Please note that Google's security features and settings may have evolved since my last knowledge update in September 2021, so it's essential to refer to Google's official documentation or support resources for the most up-to-date information on setting up two-factor authentication for your Google account.

Why is the automated mail function not working?

If you are facing issues with the automated mail function, follow these steps to troubleshoot the problem:
Step 1:Log in to your company with your credentials.
Step 2:Now go to the Administration menu and select Configuration from the submenu.
Step 3:Select Email Configuration.
Step 4:In the new window, check the Test Account Settings option. If it shows Email sent successfully, move forward to the next step. If not, update the app password. Step 5:Open your email and use the security option to update the app password.
Step 6:Exclude BUSY from the antivirus program.
If the issue persists, and if the email is showing Save successfully instead of Sent successfully, follow these additional steps:
Step 1:Log in to your company with superuser credentials.
Step 2:Go to the Administration menu and select Users from the submenu.
Step 3:Select the user to modify Like BUSY.
Step 4:Look for the option Always send email/sms/notification in offline mode and disable that option by selecting N.
Step 5:Save the configuration by clicking on the save button or pressing the F2 shortcut key.
This should help resolve the issue with the automated mail function.

How do I schedule an email to be sent at a later time in BUSY?

In BUSY, the option to automatically schedule the time for sending emails is not available. However, you can save 
 them in offline mode and send them at your convenience later. For send from offline email follow the steps.
 Step 1. Go to Administration Menu and click on Users Option.
 Step 2. Then click on moidfy and select the user name from dropdown menu.
 Step 3. After selection the user name enable the option labeled Always send Email SMS Notification in Offline Mode
 by Setting it to Y.
 Step 4. Then save the changes by clicking the save button and then send any mail from BUSY.
 Step 5. Then You will receive a prompt window to save and send later email for sending at a later time then click on
 Save button.
 Step 6. Go to administratoin menu and click on utilities option.
 Step 7. Then Click on Offline E-mail SMS option and you will access a list of all saved emails.
 Step 8. Then select email and send it to as per your convenience.

Updating app password for BUSY when changing the password for connected email.

To update the app password for BUSY when changing the password for your connected email, you will need to go to the email settings in BUSY and update the password there. This will ensure that BUSY can still connect to your email account with the new password.
 Step 2. Select Email Configuration from the options.
 Step 3. Enter your email address and password in the provided fields.
 Step 4. Choose the email service provider you are using (e.g., Gmail, Outlook).
 Step 5. Enter the SMTP server and port details for your email provider. You can find these details in the email settings of your email account.
 Step 6. Enable SSL/TLS encryption if required by your email provider.
 Step 7. Save the settings and test the email configuration by sending a test email.
 The SMTP option is not available when selecting Send through Microsoft Outlook in BUSY's email configuration because the email will be sent automatically through the Outlook ID that is open on the system, without the need for SMTP server configuration.
 "

I want to set up email notifications for bills and invoices generated in BUSY. How can I configure this?

If you require to share the Invoices and reports through BUSY by Email then follow the steps as mentioned below :
Step 1 : Go to Administration
Step 2 : Click on Configuration tab
Step 3 : Select Email Configuration 
Step 4 : Here you will get the Sending options so select the same accordingly like Send Directly or Microsoft outlook or Thorugh outlook express
Step 5 : If You will choose Send through Microsoft Outlook or Outlook express then the same email should be configured in your system as default email sender
Step 6 : If you select the option Send Directly then you need to specify SMPT Server along with User name and Password
Step 7 : Here the password should be generated through app password facility of your email account such as for gmail
Step 8 : After the specifying all the details you can check the test email
Step 9 : If the same is sucessfull then open any invoice in modify mode and go to the email tab and check the email sending through Invoice also

I want to send the invoices from BUSY to my WhatsApp account. How can I configure WhatsApp integration in BUSY?

Integrating WhatsApp for automatic invoice sending can be a valuable addition to your business communication and invoicing processes. WhatsApp, as a widely used messaging app, allows you to send invoices directly to clients or customers, along with providing real-time updates and responses. Here are the general steps to integrate WhatsApp for automatic invoice sending:
 Step 1 : Check the Whatsapp API Configuration . 
 Step 2 : Check theYoutubeLink of Whatsapp App Configuration - https://www.youtube.com/watch?reload=9&v=y7S4R26Tvgw
 Step 3 : Ensure that your computer meets the system requirements for the WhatsApp integration feature in BUSY.
 Step 4 ; Make sure you have a WhatsApp Business account set up and verified.
 Step 5 : Double-check the integration settings within BUSY. 
 Step 6 ; Ensure that your computer has an active and stable internet connection
 Step 7 : Check if your firewall or security software is blocking the connection to WhatsApp's servers. 
 Step 8 : If possible, try configuring the WhatsApp integration on a different computer or device to see if the issue persists.

What should I do if automated emails and SMS notifications are not received in BUSY?

When automated emails and sms are not sending from the BUSY software.
 For Emails :
 Step 1: Make sure that you have done the email configuration properly in BUSY.
 Step 2: Go to the email configuration then click on test account settings option if the configuration are proper then it will show sent successfully.
 Step 3: Check the Internet connection should be proper.
 Step 4: In the email configuration, check by changing the port 465 ,571 and 25.
 Step 5: If the antivirus is blocking the BUSY application then exclude BUSY in the antivirus.
 For SMS :
 Step 1: Make sure the sms configuration should be proper in BUSY.
 Step 2: Check the Internet connectivity should be proper.
 Step 3: Open the sms api portal for which you have purchased from api vendor then send sms directly from sms portal. If sms get send then in BUSY, check by entering the diiferent mobile number. If sms not get send from sms portal then need to contact to the API vendor.

Checking and adjusting Outlook configurations for sending mails from BUSY and resolving any issues?

To check and adjust Outlook configurations for sending mails from BUSY and resolving any issues, you can follow these steps:
 1. Open Outlook and go to the "File" tab.
 2. Click on "Options" and then select "Mail" from the left-hand menu.
 3. Under the "Send messages" section, make sure the correct email account is selected.
 4. Check the outgoing mail server settings and ensure they are configured correctly.
 5. Verify that the SMTP server settings match the requirements of your email provider.
 6. If you are using a third-party email service, make sure you have entered the correct SMTP server address and port number.
 7. If you are using a Gmail account, enable "Less secure apps" access in your Google account settings.
 8. Test the email configuration by sending a test email from BUSY.
 If you encounter any issues, double-check the configuration settings and ensure that your internet connection is stable. If the problem persists, you may need to contact your email service provider or IT support for further assistance.

Configuring automatic emailing of invoices when saving a voucher in BUSY relevant settings.

To configure automatic emailing of invoices when saving a voucher in BUSY, you'll need to set up the relevant email settings within the software. This allows you to send invoices to your clients or contacts automatically. Here are the steps to configure this feature:
 Step 1 :Start by opening BUSY and logging in to your account.
 Step 2 : You can either create a new voucher or open an existing one that you want to email as an invoice.
 Step 3 :Fill in the voucher details, including the customer's name, invoice number, invoice date, and all relevant financial information.
 Step 4 : Add the invoice as an attachment. BUSY should allow you to attach the voucher as a PDF or other supported document format.
 Step 5 :Check your email outbox or sent items folder to confirm that the invoice was sent successfully. This helps you verify that the automatic emailing feature is working as expected.
 Step 6 : check the voucher series configuration 
 Step 7 : configure email after saving .

How can i resolve the error of showing smtp server error code 114 while sending email?

In BUSY, SMTP server error code 114 occurs when attempting to send an email if either the username or password provided is incorrect.To resolve the error follow the below steps:
Step 1: Go to Administration, click on Configuration, and select Email Configuration option.
Step 2: VeriFinancial Year the email ID mentioned in Username. If it is incorrect, correct it.
Step 3: If the username is correct, check the password. If the password is incorrect, generate a BUSY app password from your email ID and speciFinancial Year it in BUSY.
To generate BUSY application password in gmail, you need to follow these steps:
Step 1: Sign in you Gmail account then Go to google account setting
Step 2: Now Click on secuity tab appear in left side of screen then search for App password
Step 3: Mention BUSY in App name field then generate the password.Once the password generated, copy the same.
Step 6: Go to administration section in BUSY then configuration then click on Email configuration
Step 7: Paste the app generated password in Password field and save the configuration.

Frequently AskedQuestions