Biz Analyst Manual
  • Introduction
  • QuickStart Guide
    • Install Desktop App
      • Download App
      • Minimum Requirements
        • Add company
      • Connect Biz Analyst with Tally
    • Install mobile app
    • Add User
  • Security
    • End-to-End Encryption
    • OTP(One time password)
    • User Access
    • Set Passcode
    • Data Protection
    • Data Deletion
  • Features
    • Automatic Outstanding Reminder
      • Hierarchy or Manager view.
      • Setup
    • Receivable Management
      • Sending Reminders by Whatsapp.
        • Custom template message
        • Send outstanding payment summary to customers
        • Send Outstanding Reminders Through Biz Analyst
        • Add bank details while sending payment reminders
      • View Credit Period, Amount & Average Payment Days
      • Filter by Average Payment Days
      • Outstanding report by group hierarchy
    • Sales Analysis
      • Gross/Net
      • Hierarchical Sales By Ledger Groups
      • Sales Register
      • Monthly Analysis
      • Sort by Amount
      • Cost center wise report
      • Share Sales Reports
    • Detailed Invoice
      • View complete voucher details
        • Items, Qty, Rate, HSN/SAC
      • How Can I Share All My Sales Bill
      • Send GST Compliant invoices to your customers
        • Share your bank details
      • Terms Shipping and Narration
      • Check E-way bill details
    • Retain Customers
      • Get lost sales
      • Filter by last sale date
      • Filter by ledger group
      • Share the report with your team
    • Data Entry
      • Data Entry Settings.
      • Create Sales and Purchase Order
      • Create Receipt / Payment
      • Create Sales Invoice
        • Delivery Note
      • Create a Purchase Invoice
      • Create Journal entry
      • Create Items
      • Create Ledgers
      • Add Cheque/Bank details while creating Receipt and payment
      • Rate With Tax field
      • How to create Receipt Note
    • Check-In / Check-Out with GPS location for Sales Team
      • Check-In / Check-Out Timing Shows Wrong
      • How to check sales teams location and meeting logs
    • Follow up Reminders
    • Ledger Report
    • Inactive Items
    • Inventory Analysis
      • Stock Value
        • By Stock group, stock category, go-down
      • View tax details of an item
      • View Item price list
      • View reorder level for stock items
    • Customer Summary
    • Daybook
      • Change Daybook period
      • Select Voucher types in Daybook
    • Top Report
    • Settings
      • Currency
        • All amounts to be displayed in decimal
      • Invoice
        • How to add consignee details while sharing bills
        • How to add part no. in invoice?
        • Add GST column while sharing invoice
        • How to add item description while sharing bills
        • How to add Custom Logo and Signature for Invoices
      • Outstanding Share Settings
        • How can I change the aging configuration for outstandings?
      • Share Settings
      • Notification
      • Ledger Report
        • Add 'shipped by' details in the ledger report.
      • Stock Item
        • I want closing stock item amount while sharing report
      • Default Screen
      • Date settings
      • Data Entry
        • Voucher
          • E mail
          • Location
          • User name in narration
          • Optional Entry
          • Add Voucher Type
          • Disable Rate for an item
          • Credit Limit
        • Orders
        • Ledger
        • Stock Item
        • Invoice
        • Inventory Voucher
        • How to set the item rate as Last sale rate/standard rate while creating order entry.
        • I don't want data entry emails on my email address
        • How to send data entry emails on a specific email address?
  • My Account
    • How to Change Phone Number?
    • How to change E-mail Id ?
    • How to set passcode
      • Forgot Pass-code
      • How to remove pass-code
    • I forgot my password?
    • Subscription Details
  • Purchase
  • Support
    • Help
      • How to get Support?
    • I am not able to login
      • Email id Already Registered
      • Email Id or Password is Incorrect.
      • I forgot my password?
      • I cannot see my company
      • How to Change Phone Number?
      • I am not getting OTP
      • How to verify Email Id
    • Merchant Payment
    • Desktop App Troubleshooting
      • I am not able to install the desktop app.
        • Windows Protected Your PC
        • Error opening File for Writing
        • Quick Heal DNA Scan Warning
        • Quick heal Browser Sandbox Blocking Biz Analyst App
        • JavaScript error
        • Windows 7 and above is required
        • Program Stop Working Correctly
      • Delete company from the desktop app
    • Internet Not Connected
    • Company is showing “Not synced yet”
      • Solution 1
      • Solution 2
    • Date and Time Zone is incorrect
    • How to add extra ledger in data entry
      • How to enable Add Quick Item in Data Entry
    • Biz Analyst desktop app getting crash
    • My Data is not getting sync
      • Add Split(new financial year) company in Biz Analyst App
      • Company is not open in tally
      • Last entry made in tally
      • Not synced from desktop app
      • Tally running in "Educational Mode"
      • Company opened from diff. path
      • SQLITE_READONLY: attempt to write a read-only database
    • Biz Analyst is not connected to Tally Erp 9
      • Connect Tally ERP 9 with Biz Analyst - Enable ODBC Port
      • Connect Tally Prime with Biz Analyst - Enable ODBC Port
      • Antivirus Blocking Biz Analyst
      • Tally running on a different Computer
      • Firewall Blocking Biz Analyst
        • Firewall Outbound Rules
      • Excluding App from Antivirus
        • Quick Heal
        • Kaspersky Total Security
        • Avast Antivirus
        • McAfee
        • Net Protector
        • E-Scan
    • Problems with Tally after installing Biz Analyst
      • Tally is getting Slow
      • Tally crashes with MAV(Memory Access Violation)error
      • Tally crashes with Out of Memory error
      • "Files Damaged" error in tally and Unable to sync data with Biz Analyst app
      • Cannot Find Credit Days in App
      • Tally crashes when I open Group Company
    • How to connect Tally on cloud with Biz Analyst
    • How to add company in tally Prime.
    • How to Alter Masters in Tally.
    • How to check GST rate setup in Tally
    • Balance sheet Issue
    • Auto Startup Biz Analyst Application
      • Windows 7
      • Windows 8 & above
    • No Access Allowed" Error In Tally
    • Data on my phone is not matching with Tally
      • How to match Numbers with Tally?
        • Sales,Credit Note, Purchase, Debit Note
        • Receipt & Payment
        • Outstanding Receivable
        • Outstanding Payable
        • Cash/Bank Balance
        • Sales Order & Purchase Order
        • Delivery note
        • Receipt note
        • STOCK ITEMS
        • LEDGER REPORT
        • How to match Profit & Loss
        • Sales by Items & Purchase by Items
        • How to Check Expenses in Tally and in Biz Analyst
      • Checklist to identify the issue
      • I am getting partial data on my mobile app
    • Mobile App Troubleshooting
      • Notification Issue
        • I am not receiving notifications
        • Not getting notification in One plus mobile phone
      • I am unable to share the report getting an error.
      • Unauthorized Device Usage
      • Biz Analyst Keeps Stopping/App Crash
      • Loading Dashboard.Please wait...
      • While sharing PDF from mobile app buyer name coming is wrong
      • Invoice PDF is multiple pages
      • How to delete users
      • How to check standard cost & standard price of an item in Biz Analyst App
      • How to check godown and batch details of an Item.
      • How to give permission to users/sales person
        • User Permission
        • Voucher type permission is revoked from the users.
        • What permission you should give to view an outstanding receivables report to a user.
        • How to hide the standard cost and the standard price for an item for a user.
      • Mismatch in Invoice Tax Calculation
      • How to check std cost & std price of an item in Biz Analyst App
      • Where can I find a journal and contra entry ?
      • Where can I find the Item Pricelist?
      • Outstanding Receivable Queries
        • How can I view outstanding bills as per the bill date?
        • How to check credit days & limit for the party. How to enable it in tally?
        • How to check outstanding bill wise report in mobile app & in tally?
        • View Postdated Vouchers
        • How To Check Average Payment Days In Application & Tally
        • How to match outstanding aging report with tally
        • My outstanding receivables is only showing as Calculating not able to see data
      • I have selected bank detail for the invoice but not able to see while sharing?
    • How to set fingerprint in biz analyst
      • Automatic Outstanding Reminder
    • Add Companies From Multiple Locations
    • How to Connect Bluetooth printer
    • How to connect thermal printer
    • Data Entry Troubleshooting
      • List of supported/recommended printers.
      • Not able to find data entries in tally
      • Data entry failed- ledger or item does not exist error.
      • Item Barcode Scanning
  • How to Join beta in Android
  • How to make point of sale entry
  • Releases
    • Android Releases
    • iOS Releases
    • Difference in IOS/Android
  • FAQs
    • Desktop
      • How to connect Remote Desktop Protocol (RDP) Tally with the Biz Analyst desktop application?
      • Tally on AWS server works with Biz Analyst?
    • Pricing
    • Tally
    • General
    • Missing Features
    • Data Entry & Common queries
      • How to get payment invoice of Biz Analyst?
        • Logo and signature in Quotation
          • Can the subscription be reverted as I have to purchase it in offer period?
            • I have filled auto reminder feature form when will it be activated on my subscription?
    • Android / IOS
    • Tally on Cloud
  • How to change partner code
  • User Manual
    • 🪙Biz Analyst Coins
    • Biz Analyst Referral Program
      • Monthly Updates
        • January 2019 Product Updates
    • Biz Analyst Referral Program
      • Monthly Updates
        • January 2019 Product Updates
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On this page
  • How to add bank details in the Invoice/ledger report?
  • How to Add User?
  • How to add Custom Logo and Signature for Invoices
  • How to change partner code?
  • Autonumbering of vouchers whiles creating data entries
  • Can I create a separate logo for each company in the app?
  • Do I have to create a signature 14 times if I have 14 companies synced in the app?
  • Why is the last synced date in the mobile app and desktop app different?
  • What is the Difference between Std Price, Std Cost & Avg Purchase Price?
  • Does Outstanding include post-dated cheques?
  • Where can we view post-dated cheques (PDC) & its total amount?
  • What happens if I logout on Android / IOS?
  • What are the different things by which I can search in Daybook?
  • How much memory will your app consume?
  • My creditor is showing in Receivable. How is that possible?
  • How much internet will my phone consume?
  • Can I see LR No. in my invoice?
  • I do not get any notification on my Iphone?
  • Is the internet compulsory on my phone and on my PC?
  • I have forgotten my Biz Analyst Password? How can I reset it?
  • I have lost my Mobile Phone? How can I start Biz Analyst again?
  1. FAQs

Android / IOS

How to add bank details in the Invoice/ledger report?

1. Go to Main Menu(Top left 3 horizontal lines) 2. Click on Settings 3. Then, Click on Invoice Option 4. In the Invoice option, you will find "Add bank Account". Select your preferable bank account and save it 5. After all these changes you will find bank details in invoice while sharing. For more details you can refer to this link: https://help.bizanalyst.in/features/receivable-management/sending-reminders-by-whatsapp./add-bank-details-to-the-invoice

How to Add User?

You can refer to the step by step instructions on our help page here: https://help.bizanalyst.in/manual/features/add-user User Permission : https://help.bizanalyst.in/manual/features/user-permission

How to add Custom Logo and Signature for Invoices

You can refer to the step by step instructions on our help page here: https://help.bizanalyst.in/features/biz-analyst-mobile-app-settings/2.-invoice/how-to-add-custom-logo-and-signature-for-invoices

How to change partner code?

Follow the below steps for changing partner code, 1. Open the mobile app 2. Go to edit profile 3. Change partner code 4. Click Save. For more details you can refer to this link: https://help.bizanalyst.in/features-1/request-to-change-the-partner-code-from-the-mobile-application.

Autonumbering of vouchers whiles creating data entries

  1. If the invoice number is automatic in a tally that time you cannot put the voucher no. from the mobile application. The reason for this is there might be a chance of getting voucher numbers mismatch in tally.

  2. If the voucher numbering is manual in tally then only you can put the voucher no. from the mobile application.

  3. If the voucher numbering is automatic/manual with preventing duplicate yes then need to put the voucher number from mobile app.

  4. And if the prevent duplicate is no then we can keep voucher no. as blank.

Can I create a separate logo for each company in the app?

Yes!

First, select the company from the Menu / More Screen > Companies

Then, Go to Menu / More Screen > Settings > Invoice Settings > Company Logo

Do I have to create a signature 14 times if I have 14 companies synced in the app?

Yes.

Why is the last synced date in the mobile app and desktop app different?

Biz Analyst Desktop app keeps checking for new data in the PC every 5 mins or whatever sync frequency user has set. Biz Analyst automatically sync so you will always see the difference of time in a device

What is the Difference between Std Price, Std Cost & Avg Purchase Price?

Std Price is the MRP / Selling Price of the product

Std Cost is the Purchase price of the product

Avg. Purchase Price is the current Inventory Value / Quantity in Stock.

Does Outstanding include post-dated cheques?

Yes! The Outstanding amount showing up in the app includes amount from Post Dated entries as well.

Where can we view post-dated cheques (PDC) & its total amount?

Go to Outstanding Receivables > Select a Ledger to see its PDC amount. Click on the PDC amount to see the complete details of all the PDC Vouchers.

What happens if I logout on Android / IOS?

In case a user logouts, all the data gets wiped off from the device and if the user logins again, all the data will get re-downloaded again in the mobile device.

What are the different things by which I can search in Daybook?

Invoice no, Ref no, Voucher Type, Voucher Amount, Ledger name etc.

How much memory will your app consume?

We have observed that around 50000 vouchers in your tally consumes around 50-100 MB on your mobile device. We compress the data and only show limited information on the app, thus utilising very limited space in the mobile.

My creditor is showing in Receivable. How is that possible?

There are 2 scenarios in which this can happen, causing the amount to show up as Receivable in the app:

  • Advance payment to a Supplier, but no purchase bill is entered.

  • Debit note made to a supplier, but payment not received yet.

How much internet will my phone consume?

Each voucher size is less than 1-2 kb. So the internet consumption will be very minimal.

Can I see LR No. in my invoice?

Yes, You can find LR No. in the invoice. Go into the sales option select a particular invoice and if you have set it in tally you will find it there while sharing it.

I do not get any notification on my Iphone?

iPhone does not allow any process to run in the background for more than 30 secs, thus limiting the application to generate any in-app notification.

Is the internet compulsory on my phone and on my PC?

Internet Connection is only needed to sync new data (vouchers) on both PC and mobile. Once the data is synced on the mobile device, it can be used even without the internet.

I have forgotten my Biz Analyst Password? How can I reset it?

After downloading the mobile app, click on "Forgot Password". After entering your registered email address, you will get an email to create a new password. Once created, sign-in with the same email address and the new password in the mobile app.

I have lost my Mobile Phone? How can I start Biz Analyst again?

Search "Biz Analyst" on the App Store / Play Store, Download the Mobile app, and sign-in with the same email ID and password created.

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Last updated 3 years ago