Busy Mobile App

Benefits of BUSY Mobile App

Hyper-Fast Sales & Field Operations
• On-the-Go Transaction Suite: Seamlessly generate Quotations, Orders, and Invoices while meeting clients. No more "calling the office" for pricing.
• Instant WhatsApp & Digital Sharing: Send professional, GST-compliant PDFs via WhatsApp, Email, or Telegram with a single tap.
• Camera-Powered POS: Turn your smartphone into a high-speed scanner. Bill items instantly using Integrated Barcode & QR Code Scanning.
• Smart Salesman Tagging: Assign field staff to specific vouchers to track real-time performance and commissions automatically.

Smart Transactions & Data Management
• Directly Create Party & Item Masters
• Reception Creation to accurately record received payments.
• Payment Voucher Entry for seamless financial tracking.
• Approval & Rejection of Vouchers for better control over transactions.
• Voucher Cancellation to manage incorrect or unwanted entries.
• Set Warning Alarms to get alerts for critical business activities.
• Bill items quickly by scanning Barcodes or QR Codes.
• Tag salesmen in Invoices/Vouchers for better tracking.
• Apply filters based on Brokers in reports for detailed insights.
• Directly call or mail customers from Masters for quick communication.

Advanced Reports & Insights
• Access 100+ insightful reports, including Stock Reports, Outstanding Reports & more.
• Easily filter and retrieve specific data based on your needs.

Enhanced Navigation & User Experience
• Brand-new look with smoother navigation.
• Separate Master & Voucher Listings for organized access.
• Advanced sorting & filtering options in reports.
• Get daily business summaries via push notifications.

Advantages of BUSY Mobile App

• Seamless Sync – Access real-time data with BUSY Desktop Software.
• Business On-the-Go – Create & share invoices, orders, and vouchers anytime.
• Smart Financial Control – Manage payments, receipts, approvals & alerts.
• Stock Status – Check item-wise availability across all godowns.
• Outstanding Reports: – Track payables and receivables to maintain healthy cash flow.
• Broker-wise Filters: – Apply filters in reports based on brokers or agents for detailed analysis.
• Custom Date Pickers: – Use the advanced date picker to view data for any specific period instantly.
• Powerful Insights – 100+ reports with advanced filters & daily summaries.
• Instant Printing – Print invoices & receipts via Bluetooth printers.
• Easy Setup – Quick installation & configuration.
• All BUSY Edition Compatibility – Supports all BUSY editions.
• Live Data Access – 24/7 sync for financial & inventory updates.

Configuration of BUSY Mobile App [on Desktop]

• Step 1. Click on the Mobile App section in the administration menu
• Step 2. Click on Configure Mobile App
• Step 3. Create BDEP ID
• Step 4. Click on Save and Sync Data
• Step 5. Create a Voucher Series for Transactions
• Step 6: Create Mobile User’s and set permissions.
• Step 7: Click Sync data
• Step 8. BUSY Agent Configuration to enable automatic download and upload.

Powerful Features of the Busy Mobile App

Live Syncing for Real-Time Data Updates
Stay updated with Live Syncing, ensuring all transactions, reports, and records are updated in real-time without manual uploads.

Master Creation for Easy Data Management
Create and manage Party & Item Masters directly within the app, keeping customer, vendor, and product details well-organized.

Smart Transactions & Financial Control
Record receipts, enter payment vouchers, and manage transactions with better control. The Approval & Rejection of Vouchers feature ensures that only valid transactions are processed, reducing errors and unauthorized entries. Users can also cancel incorrect vouchers when needed, set warning alarms for critical business activities, and tag salesmen in invoices for improved tracking. Additionally, broker-based filters in reports provide deeper financial insights.

Fast Billing & Easy Sharing
Bill items faster with barcode and QR code scanning. Contact customers directly via call or email from Masters. Easily share invoices, quotations, orders, and receipts via PDF links on multiple platforms.

E-Way Bill & E-Invoice on the Go
Generate mandatory GST documents remotely without needing a desktop.

Powerful Reports & Business Insights
Access 100+ insightful reports, including Stock and Outstanding Reports. Use advanced sorting and filtering options for quick data retrieval. Stay updated with daily business summaries via push notifications.

Enhanced Navigation & User Experience
Enjoy a modern interface with smoother navigation. Separate Master and Voucher Listings keep data organized, while advanced filtering options simplify reporting.

Bulk Data Upload & Synchronization
Easily update records with the bulk upload utility, ensuring complete data synchronization and preventing discrepancies.

Dual Unit Functionality in BUSY Mobile App
Enhance your business management with dual unit functionality in the BUSY App, allowing users to add items in both primary and alternate units and view stock reports accordingly.

Get hands-on experience with the demo account
Explore the BUSY Mobile App’s features and reports for free with a demo account before purchasing.

Low Stock Alarms:
Receive automated alerts when inventory levels drop, ensuring you never miss a sale.

Barcode & QR Code Scanning:
Bill items instantly by scanning codes directly through phone’s camera.

Easy Document Sharing:
Send invoices, account ledgers, and reports to parties via WhatsApp, Email, or SMS instantly.

Integration of the Salesman Module with the BUSY Mobile App

Easily tag sales representatives in vouchers and apply filters to reports related to them. It simplifies and speeds up your invoicing process, making it more efficient and user-friendly.

Here’s how you can do it:
• Step 1: Open the BUSY 21 (12.1) Desktop Version.
• Step 2: Modify a cloud sync user.
• Step 3: The salesmen range option will appear.
• Step 4: Tag one or all selected salesmen for a particular mobile app user.
• Step 5: Once this is done, open the BUSY Mobile App.
• Step 6: Add an invoice > Select a party > Add salesmen option will appear
(Note:This option will not appear if you have selected one salesman option while configuring the cloud sync user in the BUSY desktop. In that case, the salesman will be automatically tagged).
• Step 7: Select the salesman and enter all other relevant details > Save the invoice.
• Step 8: Apply a filter to view reports by the salesman.
• Step 9: Click the filter icon to check for a specific report (e.g., build a stable report).
• Step 10: Select the salesman for whom you want to generate the report.
• Step 11: View all relevant data for the selected salesman.

This feature will streamline your invoicing process, enhancing your overall business efficiency.

Why Choose the Busy Mobile App?

• 100% Data Sync: Real-time synchronization with your Busy Desktop/Cloud data.
• User-Friendly Interface: Intuitive design that requires zero technical training.
• Secure Access: Multi-level security to ensure your financial data remains private.
• Print from Anywhere: Easy document printing support directly from your mobile device.

User Guide for BUSY Mobile App

How do you activate the BUSY mobile app using the activation code?
Upon purchasing a BUSY Accounting Software Mobile App license, you’ll receive an activation code via your registered email ID and mobile number, which is required to start using the app.

Here’s how you can do it:
• Step 1: Download the BUSY Mobile App
• Step 2: Click on the BUSY App icon & specify BDEP ID details for the company
• Step 3: Click on Proceed Securely
• Step 4: The activation code screen appears
• Step 5: Specify the activation code received on your registered email ID or mobile number

How to Change Device – BUSY Mobile App
Easily switch devices without losing access to the BUSY Software Mobile App. With OTP authentication, users can transfer their app activation to a new device hassle-free.

Here’s how you can do it:
• Step 1: Download the BUSY Mobile App
• Step 2: Enter the login credentials
• Step 3: Click on Proceed Securely
• Step 4: Change Device Option Appears
• Step 5: Click to Proceed
• Step 6: List of Active Devices Appears
[You will find a list of devices on which the subscription is activated; select the device on which you want to deactivate the subscription]
• Step 7: Enter the OTP Received on Device

How to Add a Company & Change the Financial Year
With the BUSY Accounting Software Mobile App, users can add and manage multiple companies, each with its financial years, providing flexibility and convenience.

Here’s how you can do it:
• Step 1: Download the BUSY Mobile App
• Step 2: Enter the login credentials
• Step 3: Click on Proceed Securely
Steps to Follow for Adding the Company
• Click on the Company Name at the top > Click on Add Company > Fill in the required details > Click on Proceed > The new company will be added. You can switch between companies directly from the dropdown at the top.
Steps to Follow for Adding the Financial Year
• Go to the More page > In the Settings section, find Change Financial Year > Click on the right side of Change Financial Year > A list of financial years will appear > Select the desired financial year > Click on Proceed to switch.