Frequently Asked
Questions
Find Solutions to Common Issues Related to notification-tools - email configuration
Integrating WhatsApp desktop app with BUSY and resolving related issues.
BUSY does not have built-in integration with WhatsApp. If you are encountering errors when trying to connect to WhatsApp from within BUSY, it's important to note that this functionality may not be available in the software.
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.
Where to paste app password in BUSY's two-step verification?
To configure BUSY to send emails, you need to follow these steps:
Step 1. Open BUSY and go to the Configuration menu.
Step 2. Select Email Configuration from the options.
Step 3. Enter your email address and two step verification 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.
If you are still unable to send emails, make sure that your internet connection is stable and that your email account is properly set up. You may also need to check your firewall or antivirus settings to ensure they are not blocking the software from sending emails.
I am getting an error while trying to send emails from the accounting software. What could be causing this?
When you encounter an error while trying to send emails from your accounting software, several factors could be causing the issue. These errors can occur for various reasons, and troubleshooting them may involve identifying the root cause. Here are some common causes of email-related errors in accounting software and steps to address them:
1. Check your email settings in BUSY to ensure they are correctly configured.
2. Verify that the email address you are using is valid and active.
3. Make sure that the SMTP server settings are accurate and match the settings provided by your email service provider.
4. Check if there are any firewall or antivirus settings that may be blocking the email communication.
5. Test the email functionality by sending a test email from BUSY to see if it goes through successfully.
6. If the issue persists, contact the customer support of BUSY for further assistance in troubleshooting and resolving the mail configuration issues.
How can I ensure that data syncs properly between the desktop software and the mobile app in BUSY?
To confirm that the data sync properly working between the BUSY and the mobile app then follow the steps.
Ensure you have correctly configured the BUSY mobile app settings both in BUSY software and the mobile app.
Step 1. Go to Administration menu then click on Data Export Import option.
Step 2. Then select cloud Sync option and click on Bulk Upload option.
Step 3. Then Click on Start upload button to upload that the data on cloud sync server.
Step 4. Then confirm by clicking Yes button to initiate bulk uploading to the cloud sync server.
Step 5. After that you will receive a message confirming that all data has been successfully uploaded to the cloud
sync server.
Step 6. Now open the BUSY mobile app on your mobile phone.
Step 7. Now Check your reports to ensure they match, confirming that data sync between BUSY and the mobile app
is functioning as expected.
How do I reconnect or relink my email account in BUSY if it gets disconnected suddenly?
To reconnect or relink your email account in BUSY if it gets disconnected suddenly, you can follow these steps:
Step 1. Open BUSY and go to the Configuration menu.
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.
How do I configure WhatsApp to work seamlessly with BUSY?
WhatsApp integration in BUSY allows you to communicate with clients and customers more efficiently. If you encounter issues with WhatsApp integration after installation and configuration, here are some troubleshooting steps to resolve the problems:
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 the WhatsApp web version is not downloading correctly in BUSY?
WhatsApp integration in BUSY allows you to communicate with clients and customers more efficiently. If you encounter issues with WhatsApp integration after installation and configuration, here are some troubleshooting steps to resolve the problems:
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.
How can I send invoices to a single customer versus all customers in BUSY?
To email single customers invoices from BUSY, you need to follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Print / Email / SMS tab and click on Print Utilities.
Step 2: Select the Invoice / Documents option and choose the voucher type which you want to print such as Sales Invoice, Purchase Invoice, etc.
Step 3: Select the Account master range as one and enter the customer name.
Step 4: You can also filter the invoices by Item & Material Centre. You can select One, Group, ALL, or Selected.
Step 5: Enter the date range for the invoices you want to email and choose your printing format.
Step 6: Click on Email and then Sent To Party the email address will picked up from the party master.
Step 7: You can also enter the email id if not mentioned in the party master.
How can I configure BUSY to send emails via Outlook instead of other providers?
To configure BUSY to send emails, you need to follow these steps:
Step 1. Open BUSY and go to the Configuration menu.
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.
If you are still unable to send emails, make sure that your internet connection is stable and that your email account is properly set up. You may also need to check your firewall or antivirus settings to ensure they are not blocking the software from sending emails.
How can I attach statements and invoices to emails using BUSY?
If PDF file is not going while send an email from BUSY then follow the steps
Step 1. Go to Administration then click on configuration
Step 2. Now click on Email Configuration
Step 3. Then select Sending Report as PDF Attachment on the email configuration page.
Step 4. Verify that the server name is correctly set as smtp.gmail.com. If you are using Gmail Account
Step 5. Also verify that two step factor authenticaiton is enabled in your Gmail account.
Step 6. Alternatively you can generate a new App specific password in your gmail account and input it into the
password field in BUSY.
Step 7. Check your antivirus, firewall, or Windows Defender, as they might be blocking your account.
Step 8. Ensure you have an active and stable internet connection.
Step 9. Exclude BUSY21.exe files from antivirus.
Step 10. Exclude BUSYwin folder from antivirus.