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
  • what ledgers we show in add ledger button in data entry.
  • How Price list works in data entry.
  • Can journal entries be shared.
  • Closing stock can be viewed to users if all godown permission is given from admin level.
  • Forex Exchange
  • NO BILL DETAILS FOUND IN OUTSTANDING.
  • Std item, cost visible to whom
  • Not able to select (-) sign in the discount field of data entry
  • In data entry Cash ledger tax calculation
  • Autonumbering.
  • My sales net value is coming zero
  1. FAQs

Data Entry & Common queries

what ledgers we show in add ledger button in data entry.

ledgers under direct expense, indirect expense, direct income, indirect income, duties & taxes are shown in the dropdown at voucher level.

ledgers under duties & taxes are shown in dropdown at item level.

How Price list works in data entry.

If we added 3 items in voucher and for two items if the price list is SET and for third item, if the price list is not set it will show as ZERO.

Can journal entries be shared.

All journal entries can be shared and viewed from the daybook

Closing stock can be viewed to users if all godown permission is given from admin level.

Forex Exchange

we do not support this, forex exchange means customer deals in foreign currency and maintain the same in his tally so its a mix combination of Rs. and other currency we will only show data on mobile as per Rs. INR.If the whole data is in dollar or any other currency then that whole data will reflect that way but if it is a mixed currency then only the base currency data will be viewed.

NO BILL DETAILS FOUND IN OUTSTANDING.

If the user clicks on previous year's bill in outstanding receivable and gets a message as NO BILL DETAILS FOUND check the sync from a year in Biz analyst desktop application.

Std item, cost visible to whom

std cost and std price is seen to users(depending on all ledger group access ) in item screen but the rate and avg purchase rate will only be seen by admin

Not able to select (-) sign in the discount field of data entry

In Samsung device hyphen(-) is not easily visible user needs to install a swift keyboard or another keyboard from the play store.

In data entry Cash ledger tax calculation

In data entry when we add Cash in ledger there is no tax calculation done as there is no state maintained as in other ledger.we have to check from tally how the tax calculation is done.If the user wants to add tax then they select add ledger option.

Autonumbering.

If the voucher created from the Biz Analyst app does not match with tally series.

first, check the voucher type in tally for eg. In tally voucher type is GST Sales and if you have created a sales voucher from mobile and have not selected any voucher type then the numbering series won't match.

Please enable voucher type from data entry settings.then if you select GST sales voucher type from the dropdown list then the numbering series will match tally.

My sales net value is coming zero

Check if all the vouchers are in direct and indirect expense group if yes then we don't show this because we only show purchase and sales account groups vouchers and items without tax over there

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Last updated 4 years ago