BUSY ACCOUNTING SOFTWARE
BUSY Accounting Software is a comprehensive business management solution designed to
cater to the needs of small, medium, and large businesses across various industries. Developed
by Busy Infotech Pvt. Ltd., this software offers a range of powerful tools that help businesses
manage their financial, inventory, and taxation processes effectively. Known for its userfriendly interface and robust features, BUSY simplifies complex accounting and operational
tasks, allowing businesses to streamline their operations and improve overall efficiency.
With its customizable modules, BUSY supports multiple companies, manages GST (Goods and
Services Tax) compliance, handles TDS (Tax Deducted at Source), and enables seamless pointof-sale (POS) transactions. It also provides businesses with real-time access to critical financial
and inventory data, enabling them to make informed decisions. Whether you are managing
accounts, processing sales, handling inventory, or ensuring tax compliance, BUSY offers a
unified solution to support your business’s growth and compliance requirements.
BUSY is also scalable, meaning it can grow with your business. It is trusted by thousands of
businesses across industries like retail, manufacturing, services, and more, owing to its
reliability, flexibility, and extensive support for Indian tax and regulatory frameworks.
1. Login
Steps:
1. Open the BUSY application or website.
2. Enter your User ID and Password.
3. Select the company (if multiple companies are available).
4. Click “Login” to access the dashboard.
Description: This feature restricts access to authorized users only. It ensures secure login with
password protection and allows the admin to control access levels. Login history and activity
can be audited for transparency and accountability.
2. User Registration
Steps:
1. On the login screen, click on “Register” or “Create New User.”
2. Enter personal details like Name, Email, Mobile Number, and Company Name.
3. Set a Username and Password.
4. Confirm the email address via a verification link.
5. Use the new credentials to log in.
Description: User Registration helps onboard new users to the system. Each user gets
personalized access and permissions. It helps in multi-user environments where different team
members need specific modules.
3. Create Company
Steps:
1. From the main menu, go to “Company” > “Create Company.”
2. Fill in company details: Name, Address, Financial Year, Country, Currency, etc.
3. Choose applicable taxes (e.g., GST).
4. Save the company profile.
Description: Creating a company sets up a new business account in BUSY. Each company
profile can have its own set of ledgers, inventory, taxation, and configurations. It's useful for
firms managing multiple businesses.
4. Regional Settings
Steps:
1. Go to “Configuration” > “Regional Settings.”
2. Select Country, Language, Currency, Date Format, and Number Format.
3. Save the changes.
Description: This feature allows the user to set locale-specific preferences. It supports regional
compliance and user comfort by adapting language, currency symbols, and local formats for
time, date, and numbers.
5. Display Settings
Steps:
1. Navigate to “Settings” > “Display Settings.”
2. Choose themes, font sizes, screen layout, and color preferences.
3. Preview and click “Apply.”
Description: Display settings let users personalize the software interface. It improves
readability and comfort during prolonged use and supports visual accessibility by allowing
larger fonts or contrasting themes.
6. General Settings
Steps:
1. Go to “Configuration” > “General Settings.”
2. Set company-wide defaults like number formats, invoice formats, and decimal
precision.
3. Define preferences for data entry, rounding methods, and shortcuts.
4. Save your settings.
Description: General settings control how the system behaves across all modules. It
standardizes data input, ensures accounting consistency, and allows custom formatting for
document generation.
7. Accounts Module
Steps:
1. Open the “Accounts” menu from the dashboard.
2. Create ledger accounts under groups (e.g., Sales, Purchases, Expenses).
3. Enter vouchers like Payment, Receipt, Contra, or Journal.
4. View reports like Trial Balance, Profit & Loss, and Balance Sheet.
Description: The Accounts module manages the financial side of the business. It includes
ledger accounting, double-entry bookkeeping, and real-time financial reporting. Ideal for
tracking cash flow and financial health.
8. Inventory Module
Steps:
1. Go to the “Inventory” section.
2. Create items and classify them into categories or brands.
3. Record purchases, issues, and transfers.
4. View stock levels and reports.
Description: This module helps maintain stock across warehouses. It enables batch tracking,
expiry management, reorder alerts, and stock valuations, which are critical for trading and
manufacturing companies.
9. GST Module
Steps:
1. Open the “GST” section.
2. Configure GST rates based on items and customer location.
3. Generate GST invoices during sales/purchase.
4. Create and export GST returns (GSTR-1, GSTR-3B).
Description: GST module ensures compliance with Indian tax regulations. It automates tax
calculations, provides real-time GST reporting, and integrates with government portals for
return filing.
10. TDS/TCS Module
Steps:
1. Go to the “TDS/TCS” section.
2. Configure sections like 194C, 194J, etc., with applicable rates.
3. Apply deductions while recording payments.
4. Generate TDS/TCS returns and certificates.
Description: This module handles tax deducted at source (TDS) and tax collected at source
(TCS) as per income tax laws. It automates deduction logic, ensures accurate returns, and
avoids penalties for non-compliance.
11. POS (Point of Sale)
Steps:
1. Access the “POS” menu.
2. Configure POS terminals and payment methods.
3. Use barcode scanning to add products during billing.
4. Print receipts and sync data with accounts/inventory.
Description: POS is tailored for retail businesses, offering fast billing, cash/card transactions,
barcode support, and real-time stock updates. It’s ideal for supermarkets, pharmacies, and
clothing stores.
12. Enquiry Module
Steps:
1. Open the “Enquiry” section.
2. Enter customer details and inquiry type.
3. Assign follow-up dates and track progress.
4. Convert successful inquiries into quotations or orders.
Description: This CRM-like feature manages customer inquiries and supports the sales
process. It improves conversion rates by organizing leads and tracking communication with
prospects.
13. Enterprises Module
Steps:
1. Go to “Enterprises” from the menu.
2. Create branches or business units.
3. Configure inter-branch data synchronization.
4. Monitor consolidated and individual reports.
Description: For businesses with multiple branches or divisions, this module ensures
centralized control and decentralized operations. It supports both individual and combined
financial and inventory reporting.
14. Exit
Steps:
1. Click “Exit” or close the software window.
2. Confirm if prompted to save any changes.
3. System performs data save or backup if enabled.
Description: The Exit function safely closes the software, saving any unsaved data and
triggering automatic backup if configured. It helps maintain data integrity and prevents loss
due to abrupt closures.
Administration Feature: Add Account (Under IT Masters)
The Add Account feature under the IT Masters section in BUSY Accounting Software allows
the user to create new accounts or manage existing ones within the system. It is essential for
managing business accounts, financial records, and transactions efficiently. The feature is
primarily used by system administrators or users with specific access rights to ensure that all
financial and user-related accounts are properly registered and categorized.
Feature Description:
The Add Account feature is designed to facilitate the creation and management of various
accounts in the system. Accounts can include ledgers, bank accounts, customer accounts,
supplier accounts, and more. This feature ensures that financial data is properly categorized,
making accounting processes smooth and accurate.
Key aspects of the Add Account feature:

Account Creation: Create new accounts for different purposes such as revenue,
expenses, assets, liabilities, or any other financial category.

Account Categorization: Categorize accounts under appropriate groups such as
"Current Assets," "Income," "Expenses," "Liabilities," etc.

Permissions Control: Set permissions and roles for users who can access and modify
specific accounts.

Tax Configuration: You can configure tax-related details for specific accounts,
especially useful for GST, TDS, or other tax-related accounts.

Integrated with Other Modules: The newly created accounts can be integrated with
other modules such as sales, purchases, and inventory to ensure real-time data
synchronization.
Steps to Perform:
1. Navigate to IT Masters:
o
From the main dashboard, go to the IT Masters section.
o
Under IT Masters, find and select the Add Account option.
2. Choose the Account Type:
o
Select the type of account you wish to create (e.g., Bank Account, Ledger
Account, Customer Account, etc.).
o
Depending on the type, the fields and settings may vary.
3. Enter Account Details:
o
Account Name: Provide a name for the account (e.g., "Cash Account," "Vendor
ABC," etc.).
o
Account Group: Select the appropriate group for the account (e.g., "Current
Assets," "Expenses," etc.).
o
Account Code (Optional): If required, enter a unique code for the account.
o
Tax Settings: Configure tax settings (e.g., GST, TDS) if necessary for the
account.
4. Set Account Preferences:
o
Choose if the account is linked to any other modules (such as Inventory, Sales,
or Purchases).
o
Specify whether the account is for a customer, supplier, or internal use.
o
You may also configure settings for transactions such as payment terms, interest
rates, etc.
5. Permissions (Optional):
o
Set user permissions to determine who can access or modify the account.
o
Assign specific roles to the account, such as "Admin," "User," or "Viewer,"
depending on the level of access required.
6. Save the Account:
o
Once all the necessary details are entered, click Save to create the account.
7. Review the Account:
o
After saving, navigate to the relevant section (e.g., Ledger, Bank, etc.) to ensure
that the account has been successfully added and appears correctly in the
system.
Feature Benefits:

Centralized Account Management: Helps maintain all accounts in one place,
improving accessibility and control.

Customizable Account Setup: Supports different types of accounts and custom
configurations.

Efficient Financial Tracking: With properly categorized accounts, you can easily
track income, expenses, liabilities, assets, and taxes.

Integrated with Business Operations: Accounts are linked with sales, purchase,
inventory, and taxation modules for streamlined operations.

Role-Based Access Control: Provides control over who can view or modify accounts,
ensuring data security and integrity.
This feature is essential for businesses that require detailed and accurate accounting records.
By adding accounts in a structured manner, users can ensure compliance, transparency, and
accuracy in financial reporting.
Administration Feature: Add Item Master (Under IT Masters)
The Add Item Master feature, located under the IT Masters section in BUSY Accounting
Software, allows users to create and manage items or products in the system's inventory. This
feature plays a crucial role in organizing the products or services offered by a business and
ensures smooth inventory management. It is an essential tool for businesses that deal with
physical products, as it allows them to track stock levels, manage pricing, and streamline
procurement and sales processes.
Feature Description:
The Add Item Master feature enables businesses to enter detailed information about their
products or services in the software. These details include product names, codes, prices, stock
levels, and other attributes relevant to inventory management. The feature is highly flexible,
supporting businesses with various types of inventory, including raw materials, finished goods,
and services.
Key aspects of the Add Item Master feature include:

Item Creation: The ability to create new items in the system, each with unique
identifiers, pricing, descriptions, and other relevant details.

Item Grouping: Organizing items into groups or categories (e.g., "Electronics,"
"Furniture," etc.) for easier management and reporting.

Stock Management: Maintaining real-time stock levels for each item, along with
tracking stock movements.

Pricing Details: Assigning prices to items, including purchase cost, selling price, and
discount options.

Tax Settings: Associating applicable tax rates (like GST or VAT) with each item.

Unit of Measure: Defining the unit of measurement for each item (e.g., "pieces," "kg,"
"liters").

Multi-Warehouse Support: Managing stock levels across multiple warehouses or
locations if needed.
Steps to Perform:
1. Navigate to IT Masters:
o
From the main dashboard, go to the IT Masters section.
o
Under IT Masters, select the Add Item Master option.
2. Enter Item Information:
o
Item Code: Enter a unique identifier or code for the item (optional, but
recommended for large inventories).
o
Item Name: Provide a clear and concise name for the item (e.g., "Laptop,"
"Office Chair").
o
Item Group: Select or create a group/category for the item (e.g., "Electronics,"
"Furniture").
o
Description: Provide additional details or specifications about the item (e.g.,
size, color, features).
3. Define Pricing and Tax:
o
Purchase Price: Enter the price at which you purchase the item from suppliers.
o
Selling Price: Specify the price at which you sell the item to customers.
o
Discounts: Set any applicable discount rates or pricing schemes.
o
Tax Settings: Choose the applicable tax rate (e.g., GST) for the item, based on
your country’s regulations.
4. Set Stock Management and Units:
o
Opening Stock: Enter the initial quantity of the item available in the system.
o
Unit of Measure: Define the unit in which the item is measured (e.g., "Pieces,"
"Boxes," "Kilograms").
o
Reorder Level: Set a minimum stock level that will trigger reorder alerts.
5. Warehouse Management (Optional):
o
If your business uses multiple warehouses, you can assign the item to specific
warehouses and track inventory separately in each location.
6. Save the Item:
o
Once all the required information is filled out, click Save to create the item in
the system.
7. Review the Item:
o
After saving, you can navigate to the Inventory or Item List section to confirm
that the item has been added successfully.
o
You can view and update item details as needed.
Administration Feature: Add Item Group Master (Under IT Masters)
The Add Item Group Master feature allows businesses to categorize and manage items
efficiently, simplifying inventory tracking, reporting, and sales analysis by grouping similar
items together.
Feature Description:

Item Categorization: Organize items into logical groups (e.g., "Electronics,"
"Furniture").

Reporting: Generate reports based on item groups to analyze stock, sales, and
performance.

Flexible Grouping: Create hierarchical groups for more detailed categorization.

Linking Items: Associate items with groups for streamlined management.
Steps to Perform:
1. Navigate to IT Masters > Item Group Master.
2. Enter Group Name and optional Group Code and Description.
3. Click Save to create the group.
4. Link items to the group in Item Master.
5. Review or modify the group as needed.
Feature Benefits:

Simplified inventory management and stock control.

Easier reporting and performance analysis.

Flexible grouping based on business needs.
Administration Feature: Add Unit (Under IT Masters)
The Add Unit Master feature allows businesses to define and manage the units of measure for
their inventory, ensuring accurate stock tracking and reporting.
Feature Description:

Unit Creation: Define units like "Pieces," "Kg," "Liters."

Standardization: Consistent tracking across sales, purchases, and stock management.

Multiple Units Support: Facilitate unit conversions (e.g., "1 Box = 12 Pieces").
Steps to Perform:
1. Navigate to IT Masters > Add Unit.
2. Enter Unit Name, optional Unit Code, and Description.
3. Click Save to add the unit.
4. Assign the unit to items in Item Master.
5. Review or modify existing units as needed.
Feature Benefits:

Ensures accurate tracking of stock in standardized units.

Supports unit conversion for better inventory management.

Simplifies reporting and sales data consistency.
Administration Feature: Add Sale Type (Under IT Masters)
The Add Sale Type feature allows businesses to categorize sales transactions into different
types (e.g., "Retail," "Wholesale"), helping in efficient sales management and reporting.
Feature Description:

Sale Categorization: Define various sale types based on business needs.

Tax and Discount Settings: Configure specific tax rates and discount schemes for each
sale type.

Flexible Reporting: Generate detailed sales reports by type for better analysis.
Steps to Perform:
1. Navigate to IT Masters > Add Sale Type.
2. Enter Sale Type Name and optional Description.
3. Set Tax and Discount configurations.
4. Click Save to create the sale type.
5. Select the sale type when recording transactions.
Feature Benefits:

Simplifies sales management by categorizing transactions.

Customizes tax rates and discounts for each sale type.

Provides detailed, categorized reports for business analysis.
These features are essential for businesses to streamline their inventory, sales, and reporting
processes, making it easier to manage large inventories, track sales, and ensure compliance
with tax and pricing policies.
Sales - Add (Under Transactions)
The Sales - Add feature in BUSY Accounting Software allows businesses to quickly record
and manage sales transactions, updating inventory and ensuring accurate billing and tax
compliance.
Key Features:

Sales Order Creation: Add items, quantities, prices, and apply discounts.

Customer Information: Capture customer details and generate invoices.

Tax & Discounts: Automatically apply taxes (e.g., GST) and any discounts.

Payment Methods: Record payments via cash, credit, or other methods.

Stock Adjustment: Inventory is updated in real-time after each sale.
Steps:
1. Go to Transactions > Sales > Add Sales.
2. Select or add a Customer.
3. Choose Sale Type and add items (quantity, price, discounts).
4. Apply Tax and Discount.
5. Enter Payment Method and Amount Paid.
6. Click Save to finalize the transaction, updating inventory and generating an invoice.
7. Optionally, Print the invoice.
Benefits:

Real-time stock updates.

Accurate tax and discount management.

Supports multiple payment methods.

Seamless integration with inventory and financial systems.
The Sales - Add feature simplifies sales recording, ensuring efficiency and accuracy in
transactions.
Transactions: Purchase, Sales Return, and Purchase Return (Under Transactions)
These features in BUSY Accounting Software help manage and record purchases, sales returns,
and purchase returns efficiently, ensuring accurate inventory tracking, invoicing, and financial
reporting.
1. Purchase (Under Transactions)
The Purchase feature allows businesses to record purchases made from suppliers, updating
inventory and managing supplier transactions.
Steps:
1. Go to Transactions > Purchase > Add Purchase.
2. Select or add a Supplier.
3. Add purchased items (quantity, price, and applicable taxes).
4. Choose Payment Method and enter the Amount Paid.
5. Click Save to complete the transaction, updating stock and creating a purchase invoice.
Benefits:

Real-time stock updates.

Accurate purchase tracking.

Supports various payment methods.
2. Sales Return (Under Transactions)
The Sales Return feature is used to record the return of goods sold to customers. It adjusts
inventory and provides a credit note or refund.
Steps:
1. Go to Transactions > Sales Return > Add Sales Return.
2. Select the Customer and return items.
3. Enter quantity and reason for return.
4. Apply any refunds or credit adjustments.
5. Click Save to update inventory and create a return receipt.
Benefits:

Efficient handling of returns and refunds.

Updates stock and adjusts accounts automatically.

Generates return receipts for customers.
3. Purchase Return (Under Transactions)
The Purchase Return feature records the return of goods to suppliers, adjusting inventory and
accounts payable.
Steps:
1. Go to Transactions > Purchase Return > Add Purchase Return.
2. Select the Supplier and returned items.
3. Enter quantity and reason for return.
4. Adjust payment or credit as necessary.
5. Click Save to update inventory and accounts payable.
Benefits:

Manages returned goods efficiently.

Automatically adjusts stock and accounts payable.

Keeps inventory accurate and up-to-date.