To configure BUSY accounting software, you must go through several setup steps to ensure that the software aligns with your business requirements. Here's a general guide to help you get started:
1. Installation
- Download the BUSY software from the official website or use the installation CD.
- Run the setup file and follow the on-screen instructions to install the software on your computer.
2. Activation
- After installation, you need to activate the software. You can do this by entering the license key provided at the time of purchase.
3. Creating a New Company
- Open BUSY and select "Create Company" from the Company menu.
- Enter the basic details such as Company Name, Address, Financial Year, Currency, and other relevant information.
- Configure the accounting period and other settings according to your business needs.
4. Setting Up Masters
- Account Masters: Define different accounts, such as customers, suppliers, expenses, incomes, etc.
- Item Masters: Set up inventory items, including details like item code, name, unit, and price.
- Tax Masters: Define tax structures applicable to your business (GST, VAT, etc.).
5. Configuring Features and Options
- Go to the "Administration" menu and select "Features / Options."
- Configure various options like voucher numbering, bill-by-bill details, multi-currency, multi-location inventory, etc.
6. Setting Up Users and Roles
- Under the "Administration" menu, go to "User Management."
- Create user accounts and define roles and permissions for each user.
7. Voucher Configuration
- Customize the voucher types like Sales, Purchase, Payment, Receipt, etc.
- Configure voucher numbering, printing options, and other settings.
8. Opening Balances
- Enter opening balances for all ledgers and stock items as of the beginning of the financial year.
9. Data Backup
- Set up a regular data backup schedule to protect your data.
