> This is part 1 of 3 of the full documentation (pages 1–100 of 278). > The content is paginated: fetch every part to see all of it. > Next part: https://help.bizanalyst.in/biz-analyst-manual/llms-full.txt/1 > Page index: https://help.bizanalyst.in/biz-analyst-manual/llms.txt # Introduction ## Biz Analyst - Mobile app for Tally Users Biz Analyst Mobile app for Tally Users brings real time information & allows you to access your Tally ERP 9 data anytime / anywhere. It is securely synced with your Tally ERP 9 installation. Multiple Reports, dashboard and graphs allow you to make decisions in the office, at meetings or out on the road. Biz Analyst is not only for CEO and other senior management of the company but for everyone who uses tally data while on the move. Just a few clicks on the mobile phone, be it an iPhone or Android platform, you can count on Biz Analyst to give you information you need. ## Best rated Mobile app for Tally Users on [ Play Store](https://play.google.com/store/apps/details?id=in.bizanalyst\&referrer=utm_source%3Dwebsite%26utm_medium%3Dhome%26utm_campaign%3Dwebsite-leads%26utm_content%3Dhero-image%26utm_term%3Dnone) and [ App Store](https://bizanalyst.in/download-ios.html?referrer=utm_source%3Dwebsite%26utm_medium%3Dhome%26utm_campaign%3Dwebsite-leads%26utm_content%3Dhero-image%26utm_term%3Dnone) # QuickStart Guide The process for installing Biz Analyst is a simple 2-step process and will take less than 15 minutes to get started. ## Step 1: Install Biz Analyst Desktop App You need to download the desktop app and connect with Tally to sync data to your phone. Desktop app will automatically sync data with your mobile when your Tally is open and company you wish to sync is open. #### Download: {% embed url="" %} How to Install Biz Analyst Desktop App - English {% endembed %} ## Step 2: Install Biz Analyst Mobile App Biz Analyst is available on [Android Play Store](https://tallymobile.app) and [Apple App Store](https://tallymobile.app). Download it and sign in with the same email address and password that you used on the desktop app. Once the data is completely synced on the desktop app, you will receive a notification on your mobile. #### App Installation Guide: {% embed url="" %} ### App Tutorial {% tabs %} {% tab title="English" %} {% embed url="" %} {% endtab %} {% tab title="Hindi" %} {% embed url="" %} {% endtab %} {% endtabs %} # Install Desktop App {% embed url="" %} # Download App Please refer the video for installation process . ### Download Download the Biz Analyst Desktop application from [here](https://bizanalyst.in/#setup) ### Installation Double click the setup file downloaded from the link above and the rest is handled on its own. The application should start by itself after installation is completed and a shortcut is created on your computer desktop. You can also refer the below mentioned **link** for **Installation Video** [**https://youtu.be/rMpFlKrDu94**](https://youtu.be/rMpFlKrDu94) #### 1. Sign up Fill in the Sign up form on the Biz Analyst Desktop application and click on sign up button. If you have already signed up from the Biz Analyst Desktop or Mobile application then just Sign in. #### Partner code If you downloaded the Biz Analyst Desktop application by yourself from the website then click **"Skip"** button. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Ltx3P4AQgTtKjisWcSE%2F-Ltx93noZRHQfb_p6E7o%2Fimage.png?alt=media\&token=5db07cef-14d6-4b58-ae2c-e58cc20c95fb) #### 2. Sign in * You will see this screen if you have signed up before with Biz Analyst. Enter your password that you used while creating the account. * If you do not remember your password, you can click on the Forgot Password link. * Enter your email address. Use the same email address if you have previously signed up. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Ltx3P4AQgTtKjisWcSE%2F-LtxAdi_Pp-kB6KxHCNb%2Fimage.png?alt=media\&token=0d5ace2b-eded-4ac0-b94f-09c48c7830d4) #### 3. Tally configuration * Connect your Tally to Biz Analyst by following [instructions here.](https://help.bizanalyst.in/support/tally-not-connected/how-to-enable-odbc) * If your Tally is open and the port number is set to 9000, Biz Analyst Application will automatically detect and save the configuration else you will need to put in your appropriate port number. * Open your companies in "Tally" which you want to sync to your phone. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Ltx3P4AQgTtKjisWcSE%2F-LtxAvmnUa6t_ABRwqkV%2Fimage.png?alt=media\&token=6bc572e0-7104-4fcb-b578-66bc82c174f3) #### Add company to Biz Analyst On this screen you should see the companies open in **"Tally ERP 9"** select the companies. Now click on **Add** button ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Ltx3P4AQgTtKjisWcSE%2F-LtxBDK1_VC7LWczcRZU%2Fimage.png?alt=media\&token=cf34edfd-8ecb-4e33-8aff-7e6185c6eebf) #### Company added in Biz Analyst You should now see the below screen, Select timezone also you can select from which month and year you want your data to be synced click **Done** button which should take you to the **Home Screen**. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Ltx3P4AQgTtKjisWcSE%2F-LtxBRG9WbDiOuqw9XEx%2Fimage.png?alt=media\&token=71b3ce39-f800-41ec-a4fc-79a585b8d2b5) #### Save company in Biz Analyst click on Done. Now, Go into **My Companies** there you can find your added company. Sync process will start in a sec and it might take sometime depending upon the tally data. ![](https://lh3.googleusercontent.com/gJbnh-kS9LCQ95vw32TWfhfki2dfGnFmQYkz80A7ZkZ0hKNLE7Evj4uegP8BRXbaBaHjxMpGbo2SnRe2xPvXgUETODUH5uE791eWiGUwPbYqApFSMLQ4GnH-tAepPGmNKh3csHMzrtY) **Once your company data gets sync you will get a below pop up message.** ![](https://lh6.googleusercontent.com/R3rQ5sVal-BaXk7-5gcNtQAwuiBU__iW4ZlLaMjtYvKf5IX_gmqOO-geqcWgkWwbh11pjHECIZ6ORz7B7uj-lpTzRxprH9pY9bYz8RG-qVyN4wzbWyJJ9w6c5FTIQTNnWa_MKXoqwn0) **After this if you have downloaded the app on your mobile phone you will be able to access your company data.** # Minimum Requirements ### 1. Minimum System Requirements for the desktop app: {% hint style="info" %} * Windows 7 or above. Windows 7 is [no longer supported by Microsoft](https://www.microsoft.com/en-in/microsoft-365/windows/end-of-windows-7-support) and as a result we will drop support in the near future. * Windows **Server 2008 R2 or above** * Minimum 4gb RAM, **recommended 8gb RAM** * Minimum **300mb free** disk space * 64-bit Windows is recommended over 32-bit systems * **Processor**: For huge database **recommended i5/ i7 with 4 core.** * **Hard disk**: SSD for large data. {% endhint %} ### 2. Android Requirement: * **Version**: 4.0.4 (Ice-cream & sandwich) * **Space**: Min(2 GB) ### 3. IOS Requirement: * **Version**: IOS 9 * **Space**: Min (2 GB) ### Do you support Windows XP and Windows Server 2003? {% hint style="info" %} No, we will never support these operating systems. We take security very seriously and Windows XP and Server 2003 lack the required security as per today's standards. Microsoft itself [stopped providing any security updates](https://www.microsoft.com/en-in/windowsforbusiness/end-of-xp-support) back in 2014 and as a result it is not recommended to use these operating systems for security reasons. A lot of modern services also do not support their software on Windows XP and Server 2003 for the same reason. {% endhint %} # Add company On this screen you should see the companies open in **"Tally ERP 9"** select the companies. Now click on **Add** button ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1gbU767y21vQuqhxA%2F-Lz1i9FolZOiiXDDRzzi%2F1.png?alt=media\&token=98aa9ec2-3310-4717-8944-9384e94d3d8e) #### Company added in Biz Analyst You should now see the below screen, Select timezone also you can select from which month and year you want your data to be synced click **Done** button which should take you to the **Home Screen**. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1gbU767y21vQuqhxA%2F-Lz1iJiPhdrTQpdaPV5w%2F2.png?alt=media\&token=591afb40-a089-4dc3-90e0-f134967c1132) #### Save company in Biz Analyst click on Done. Now, Go into **My Companies** there you can find your added company. Sync process will start in a sec and it might take sometime depending upon the tally data. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1gbU767y21vQuqhxA%2F-Lz1i_IH0j-Ju-Vc8AVI%2F3.png?alt=media\&token=12d28512-bb12-4cec-a722-594ad3f5a021) **Once your company data gets sync you will get a below pop up message.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1gbU767y21vQuqhxA%2F-Lz1ifS-8VZ2suTT-vy_%2F4.png?alt=media\&token=b941e6ef-26d3-4f63-9a14-3de3c0705ee0) **After this if you have downloaded the app on your mobile phone you will be able to access your company data.** # Connect Biz Analyst with Tally Learn how you can setup ODBC connection in Tally so that Biz Analyst can effortlessly sync data with your mobile app. {% tabs %} {% tab title="Tally Prime" %} Follow the steps given below: ### Step 1: Press F1 for Configuration ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MLkVtZ4H8RJl1C0LTcA%2F-MLkcbzDS7DBAv4nsftq%2F1.PNG?alt=media\&token=d6f5c89d-4e04-40cd-b207-3d7a06cd90f0) ### Step 2: Select Settings ### Step 3: Select Connectivity > Enter ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MLkVtZ4H8RJl1C0LTcA%2F-MLkd1-mzFJkiY863il1%2F2.PNG?alt=media\&token=7e4320c4-eb53-4cde-be04-bcf51db1873f) ### Step 4: Select the Tally Prime Act as Both ### Step 5 : Enable ODBC as Yes and set Port number as 9000 ( You can set any port number between 9000 to 9999). ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MLkVtZ4H8RJl1C0LTcA%2F-MLkdBFWLrK0c__N9Rnp%2F3.PNG?alt=media\&token=937c5eb7-2173-4937-989c-4eb53419fca1) ### Step 6: Select Yes to Restart Tally Prime to apply the changes ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MLkVtZ4H8RJl1C0LTcA%2F-MLka50zHWoLdCfCPzns%2Fyes.PNG?alt=media\&token=cb579182-5caa-4d7b-9920-aaaa7ef04519) {% endtab %} {% tab title="Tally ERP 9" %} Check for ODBC Port number on the bottom section of **Tally ERP 9** screen inside the configuration box. By default, it should be *"9000"*. Use this number to setup **Tally ERP 9** with **Biz Analyst Desktop** application. If you do not see this port number you can easily setup ODBC port number by following these [instructions](https://docs.bizanalyst.in/desktop/miscellaneous/tally-odbc-port/#setup-odbc-port) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lysg5q4dOOiBQVu7xrk%2F-Lysgp74WUnSjOLegUmu%2F1.png?alt=media\&token=0c256f4d-f85a-4afd-9880-9d222fe262d8) ### Setup ODBC Port **Step 1:** Click inside the *Configuration* box located at the bottom right area of the screen. **Step 2:** In the Configuration screen, goto ODBC Configuration area and select Tally is acting as (this should be *None*) and press Enter. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lysg5q4dOOiBQVu7xrk%2F-LyshHWYb4Dx_SvI5wnf%2F2.png?alt=media\&token=2ca7811a-5555-4226-bb9d-9f3887686ccd) **Step 3:** In the *"Client/Server Configuration"* screen change *"Tally.ERP 9 is acting as"* to ***"Server".*** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lysg5q4dOOiBQVu7xrk%2F-LyshRe3Q2dTf9ZrDb04%2F3.png?alt=media\&token=e029fbe8-9186-4eea-91a0-97677f8a621b) **Step 4:** Save the configuration and restart *"Tally ERP 9"* by following on screen instructions ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lysg5q4dOOiBQVu7xrk%2F-LyshcrKgzTmPK9jwNvQ%2F4.png?alt=media\&token=fcc5a182-e962-43a5-9ecf-f6aebd5280bb) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lysg5q4dOOiBQVu7xrk%2F-LyshibrOLArAs90EpGf%2F5.png?alt=media\&token=b42efe9d-2046-4aef-8e01-49d3dd68a4d4) **Step 5:** You should now see *"Server with ODBC"* with port number in the configuration section at the bottom right of the screen. {% endtab %} {% endtabs %} # Install mobile app ## Download Download the Biz Analyst Android application from play store On opening the screen, you will be taken to Login Screen. If you have already signed up then click on **SIGN IN**. If you are using Biz Analyst app for the first time, then you need to sign up, hence, click on **SIGNUP/ VIEW DEMO**. ## 1. Sign up Fill in the Sign up form on the Biz Analyst Android application and click on sign up button. If you have already signed up before from the Biz Analyst Desktop or Mobile application go to Sign in ## 2. Sign in Use the email and password you chose while signing up to sign in. # Add User Android Phone Setting : {% embed url="" %} Open the navigation bar and then click on the **Users** icon. *Note: You will be able to add a user only if you are an admin for the current company. If you are not an admin then you won’t be able to add other user.* ![Click on users to add user](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LlftD0-o5ctKUyO5Q5a%2F-Llftpmi5j5mroXVuBb0%2FScreenshot_20190807-164510__01.jpg?alt=media\&token=b3501aaf-8160-4115-883a-856224318587) **Step 1:** Click on the orange **+** button Note: If you are not an Admin then you can only view yourself as user and won't be able to see orange + button. Also you ca't see other users in a particular company. ![Click on orange plus button to add user](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LledygHAv-1IvQai-tR%2F-LlepmL6JDH4uWCQML2a%2FScreenshot_20190807-115642__01.jpg?alt=media\&token=e0683067-b163-41d8-9a4c-b747e68527d0) **Step 2:** Enter the name and email id in the given places as shown below. Ensure that you are entering the correct email id. ![Enter user name and email address](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LledygHAv-1IvQai-tR%2F-Llen4kcmhE2UgyYSQ0t%2FScreenshot_20190807-115826.jpg?alt=media\&token=5b669ee5-26cb-4737-9a3a-9af4011ebb75) **Step 3:** Once, the user is successfully added, you will be taken to the permissions page. Here you can assign the required permissions to the user. By default the user will be given an admin permission. After giving the required permission, click on **SAVE**. ![Click on save button after giving required permissions](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LledygHAv-1IvQai-tR%2F-LlenEKNYzyOtgAEM3hX%2FScreenshot_20190807-115854.jpg?alt=media\&token=d7e736e0-e097-4c25-9559-cf3c0f356c82) **Step 4:** Once, the permission is saved, then you will be taken back to the users page. Here, you will see the newly added user to the company. An email is also sent to the user informing him/her that he/she has been added to the company. ![User is added successfully ](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LledygHAv-1IvQai-tR%2F-LleqJrLet2ZVLFnOcQl%2FScreenshot_20190807-115906__01.jpg?alt=media\&token=7af30ecf-3091-413e-8bee-632632560247) # Security Biz Analyst provides 6 levels of data security, keeping your data safe and secure. {% embed url="" %}
# End-to-End Encryption ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LhtQzwV-zzcx8wZyn1I%2F-LhtR28xdf7h3CZ4NRWb%2FVector-Smart-Object1.png?alt=media\&token=eff05655-249a-41e9-b3f0-7ce32898c7b2) {% hint style="info" %} Biz Analyst ensures that your data is completely secure and encrypted at all points thus helping you make great business decisions without worrying about anything else. {% endhint %} * We provide complete end-end encryption of the data. The data is completely encrypted on the desktop app as well as the mobile phones. It can only be accessed by the authorised users through the Android / iOS applications. * The data synced from Tally is stored in a separate folder in encrypted format in your computer where Biz Analyst sync application is installed. This way it can never corrupt / change / affect your original Tally data. * The encrypted data is then transported to your mobile device via cloud. The decryption of this data happens on the mobile app, thus providing a complete end-end encryption of your data. * Additionally, the data decrypted on your phone is stored on your phone after encrypting with a personal key which will be different for each mobile device. So, if someone had access to your phone and got access to the file on your phone's file system, they would not be able to view the data. The only way of viewing the data is through the mobile application, which can successfully decrypt the data stored on your phone. # OTP(One time password) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1itFZtYDvJW28LUr2%2F-Lz1msKbVIc2thQWfZh7%2Fimage.png?alt=media\&token=48e58795-dc8a-48aa-811f-bd89e6fc9161) * We have also built 2 factor verification as an added security for all the users. * User will require an OTP to login which will come on the registered mobile number. * This will ensure that no other user can login into Biz Analyst, since only you will get the OTP (similar to your Banking applications) # User Access ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1itFZtYDvJW28LUr2%2F-Lz1mkY49JttQ9UDjK7o%2Fimage.png?alt=media\&token=708f3925-034f-4497-9705-f697bb32ecfb) * Secondly, the data getting uploaded and downloaded is connected to the email address and password you have created (similar to how you use your Email) * User with not be able to login in the app without this credentials * User credentials are completely encrypted and stored on the server as well. # Set Passcode ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1itFZtYDvJW28LUr2%2F-Lz1nBeyGIlXC7GV9fAd%2Fimage.png?alt=media\&token=ea22e55a-a742-4ba3-b10e-a9b180652184) * We also provide a passcode feature on the mobile app, that allows you to set a passcode for your application. * Once set, User will not be able to open the Biz Analyst mobile app without the passcode. * If incorrect password is entered 10 times consecutively, then the data on your phone is deleted for security reasons. # Data Protection ## **New Device Registration: Notification** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1itFZtYDvJW28LUr2%2F-Lz1n3pwqzZPfdRVIIkD%2Fimage.png?alt=media\&token=46938ab8-7572-463f-a9d5-cdcc09eed921) * If any other person gets your email id, password and even the OTP then immediately we will send you an email stating that someone has logged in into Biz Analyst mobile app using your credentials. * We will send you the device details of the user who has logged with your credentials. * This is similar to how Gmail sends you notification as soon as you login into Gmail into any device. # Data Deletion ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lz1itFZtYDvJW28LUr2%2F-Lz1n_q9Bo4Z8gB9fMjS%2Fimage.png?alt=media\&token=9ba4dbc6-e05f-4d5e-979c-359261fe81d5) * Lastly, you can remotely wipe off the data from the system at any point in time. * This functionality is available on the desktop app. * Deleting the company will remove all the data from your PC and the mobile app instantaneously. # Features # Automatic Outstanding Reminder {% embed url="" %} Automatic Outstanding Reminder is a highly requested feature that we have introduced on popular demand. This feature will help our customers get paid on time, avoid payment delays, and use technology to make their work hassle-free. This addition lets you put your business in auto mode, improve your cash flow, and grow your business. Automatic Outstanding Reminder is one of those features that will change the way you do your business by making your business process smoother, faster, and more efficient. ### **Here are a few benefits of using this feature** **Get Paid Faster -** When your customers receive timely reminders, you get paid faster **Automate your business -** Reduce your efforts and work smartly buy setting the reminder once and letting the app do all the work for you **Improve profit -** Getting paid on time not only helps your profit but also helps your cashflow and business growth **Customization -** Send reminders daily, weekly, monthly, or when the bill is due as per your preference and set a custom reminder schedule for each customer ### **Availability** · Currently available FREE ON BETA mode and on-demand · Compatible with Android and iOS **Note:** Set the date and time for 'Automatic Outstanding Reminders' as per office working hours and ensure that your Tally and Biz Analyst Desktop App is ON when the reminders are in progress to avoid delays in the process. ### **How to Enable and Set Automatic Outstanding Reminder ?** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2FxyKlIKHK1zyrMLt4s9KX%2FAuto%20Reminder%20Vid%202.gif?alt=media\&token=b465bcde-2d8a-4780-86a0-696aa2811e09) ## How to set up Automatic Outstanding Reminders? Please [click here](/biz-analyst-manual/features/automatic-payment-reminders/setup) to learn how to setup. # Hierarchy or Manager view. ## In this admin user can set manager(s) while adding a user or editing a permission. #### Go to user and remove admin access> Assign to management. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MYifDniuRyKPS6XkTN3%2F-MYis_lAqIY7aVkKOu0o%2Fimage.png?alt=media\&token=d03ee5f4-6d65-4c5a-88b1-91858f37a096) #### Then select manager from the list ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MYifDniuRyKPS6XkTN3%2F-MYisrRViMZoOV27YsQE%2Fimage.png?alt=media\&token=14d9ef73-b513-4a4a-8307-93b4919c7c3f) ## The added manager can then view Check in/out and follow up report for the users under him/her # Setup Automatic Outstanding Reminder is Biz Analyst’s latest feature that will put your business in automation mode, making your payment process smoother and hassle-free. ### Requirements Please update the desktop and mobile apps to the below version to start using auto reminders. * Desktop: Version 6.4.5 or above ([Download latest version](https://bizanalyst.in)) * Android: Version 6.7.1 or above ([Download latest version](https://play.google.com/store/apps/details?id=in.bizanalyst)) * iOS: Live ### {% hint style="info" %} This feature is in Beta currently and is Free for now. However, it will be a paid feature in the future. {% endhint %} ### Setup {% tabs %} {% tab title="Android" %} * Go to the Menu (Click the menu icon on the top left of the screen) * Click on Setting * Click on Auto Reminder * Turn on / Enable Automatic Outstanding Reminder * Click on '0 Ledger Selected' * Select the ledgers for which you want to send automatic outstanding payment reminders by email. * You will only be to select ledgers for which you have configured an email address in Tally. * For ledgers that do not have an email address configured, you can do the same in Tally first and then configure them for automatic reminders. **Note:** Set the date and time for 'Automatic Outstanding Reminders' as per office working hours and ensure that your Tally and Biz Analyst Desktop App is ON when the reminders are in progress to avoid delays in the process. {% embed url="" %} {% endtab %} {% tab title="iOS" %} Coming soon {% endtab %} {% endtabs %} ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MP9JPIVEZ9a-egNaF0i%2F-MP9JhB4QsxmCvPOBTWH%2FAuto-Reminder.gif?alt=media\&token=bc8fd558-8c3b-4088-8cd8-6ceee01301ae) ## You can also set auto reminder from outstanding screen. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2FIcJlhn7lTnwySlMqyQrh%2FRepaired-183352-480x1040.gif?alt=media\&token=90bb46e3-a2f2-4352-973d-ef19d82ff984) ### **Customize Your Reminders** * Set auto reminder for pending bills daily, weekly, monthly * Set different scheduling period for different ledger * Additional customization includes Greeting, Message to share, Add Bank Account, Signature, Columns to share and more ### Recommendations * Select a time during working hours when your computer is ON and Tally is open on your computer. * If you select a time when the computer is not ON, then we will not be able to send the reminders. * Do not select holidays (e.g. Sundays), as your office could be closed very likely on that day. ### Notes: * Biz Analyst desktop app should be connected to Tally when you are scheduling reminders * The Company should be open in Tally * We will try to send reminders up to 4hrs after the scheduled time If we are unable to send any reason, the admin user will receive an email # Receivable Management Get paid on time without any delays. Also, avail ageing wise outstanding & know the avg payment days of customers. # Sending Reminders by Whatsapp. # Custom template message You can create custom message for outstanding reminders. **Step 1:** Open application in Mobile ![Mobile dashboard view](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaB1I11Kj9V4Tm-zhV%2F-LzaGeIylIkA4xnaLudK%2FScreenshot_2020-01-27-14-32-14-279_in.bizanalyst.jpg?alt=media\&token=fed0c4f9-524f-4641-bf62-3f318c32a411) **Step 2:** Go into outstanding receivable. Click on the top right corner settings option. ![settings option in outstanding payable or receivable](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaB1I11Kj9V4Tm-zhV%2F-LzaH-UhB7J7sXkFUdUD%2FScreenshot_2020-01-27-14-32-37-633_in.bizanalyst.jpg?alt=media\&token=2ae27ce7-13d1-4a80-b7cc-72dfe7c2602d) **Step 3:** Go to settings, then click on "**MESSAGE TO SHARE**". ![options we get to see after clicking on setting in outstanding payable or receivable.](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaB1I11Kj9V4Tm-zhV%2F-LzaGZsFaRwoZ3RxFPRF%2FScreenshot_2020-01-27-14-32-48-840_in.bizanalyst.jpg?alt=media\&token=54797181-9bfe-4440-91fa-efb221919db8) **Step 4:** You will find "**DEFAULT MESSAGE**" there according to your preference you can change the message and create a custom template.Just uncheck the default message option and you can add your custom message ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4bzEJEc0RwrxZS-0OF%2F-M4ciyT6rvATN2Q78yxc%2Fimage.png?alt=media\&token=5721d527-3d8d-4b7e-9d68-c2ba7124bd99) **Step 5:** After that save the message. Go back to options outstanding receivable go into a particular party click on the "**SHARE**" option on the top right corner. ![As we can see "SHARE" option on top right corner as second last option.](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaB1I11Kj9V4Tm-zhV%2F-LzaMZRJhdtDdtvyb5_4%2FScreenshot_2020-01-27-15-05-08-746_in.bizanalyst.jpg?alt=media\&token=58ca0a0d-7c7e-4906-b9f5-eb6c39c43001) **Step 6:** After clicking on share select on "**TEXT**" you will find multiple share options choose accordingly. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4bzEJEc0RwrxZS-0OF%2F-M4ck0QQoCEW6O0PLRjj%2Fimage.png?alt=media\&token=f989392c-0847-487d-9f3f-d117c9676fe4) # Send outstanding payment summary to customers Share the summary of all your outstanding payments to customer including unpaid bills. Find the steps below: **Step 1:** Go To Dashboard **Step 2:** Go To Outstanding Receivable **Step 3:** Click On Share **Step 4:** Click On Share Outstanding Summary **Step 5:** Share ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4EbNqlmyCeD-bg8uJ8%2F-M4Ecr2jwYrOWkXh5Xgk%2FWebp.net-gifmaker%20\(2\).gif?alt=media\&token=3cd45d82-0677-42a3-a087-e6fdfa0117d4) {% hint style="info" %} Dashboard -> Outstanding Receivable -> Share -> Share Outstanding Summary -> Pdf share {% endhint %} # Send Outstanding Reminders Through Biz Analyst ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MBDBlul5amr7Md6lTzw%2F-MBDC6Ucx06a9r5tFXIr%2FOutstanding-GIF.gif?alt=media\&token=d87e3ffa-0326-414f-b979-0a6884815b6c) # Add bank details while sending payment reminders ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MBD9LYwH34CEwDqiUME%2F-MBDAYWfxs54Bj_FcRRQ%2FHow-to-Add-Bank-Details.gif?alt=media\&token=9409a83f-27cd-40e5-9119-9d1cd5537fde) **Step 1:** Go to Settings >> click on Share >> click on Invoice >> from there you can add bank details. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4slZqtwDo_omQ90KGF%2F-M4soEL3zYJb7WIvE5Jl%2Fb1.jpg?alt=media\&token=374987b7-a59a-4beb-bc7a-ec91b3e2fa81) **Step 2:** After selecting the bank now share your outstanding bills there you will find your bank details. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4slZqtwDo_omQ90KGF%2F-M4spxp5D5RBcVeloO1s%2Fo1.jpg?alt=media\&token=1f7db341-4ce9-4aad-a63e-ebee85d7e8bb) {% hint style="info" %} Only after selecting bank details from setting it will show in pdf. {% endhint %} # View Credit Period, Amount & Average Payment Days To View credit period, amount & payment days there are some step below {% embed url="" %} **Step 1:** Click on outstanding receivable ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaOxaaPBvMP_inD9Qr%2F-LzaQN94_ed12YhcXI0z%2Fnam%20B.jpg?alt=media\&token=ec5358b0-1daf-413e-bbfd-262846d15df5) **Step 2:** Select any party inside that you can see credit period and amount of that particular party. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaOxaaPBvMP_inD9Qr%2F-LzaRNgcMECoLRWvTkK0%2Fnam%20D.jpg?alt=media\&token=2df4f14b-cd61-4066-b60d-e284a5c700a8) **Step 3:** When you click on outstanding receivable there you can find particular parties average payment days ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaOxaaPBvMP_inD9Qr%2F-LzaRwnaL2PlW5eNqUfT%2Fnam%20A.jpg?alt=media\&token=bb5e84f1-2057-4436-98ed-567ac5affe74) # Filter by Average Payment Days **Step 1:** Click on Outstanding Receivable >> Click on 3 dots top right corner >Sort by Fields > Sort by Average payments days ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-sxv6Ivz2_9QJPsB64%2F-M-sz1xZrz9Qv09matkW%2Foutstanding-avggif.gif?alt=media\&token=c0fb57a4-cb0c-4694-b19b-eb0a1d4a9e2f) **Step 2:** Click on Outstanding Payable > Click on 3 dots Sort by Fields > Sort by Average payment days ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-sxv6Ivz2_9QJPsB64%2F-M-t-HfjER4UGR21w5jZ%2Fpayable-avggif.gif?alt=media\&token=5e5d5e1e-b322-4fcb-ab80-d8cfb3b00768) # Outstanding report by group hierarchy **Step 1:** Click on Outstanding Receivable > Ledger drop down > Select **Ledger Group** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-sqwpBiFSOkYBbGSyU%2F-M-suKEMADF4ryCt_d3j%2Foutstanding-groupgif.gif?alt=media\&token=e503f652-8ab9-47a2-90cd-2b57cbcbf353) **Step 2:** Same for Outstanding Payable > Click on Group By drop-down > Select **Ledger Group** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-sqwpBiFSOkYBbGSyU%2F-M-sxdPpH1i3AXUTF6yw%2Foutstanding-payablegif.gif?alt=media\&token=f9e4d48c-b959-4126-9ba4-4647bacb0736) # Sales Analysis Get detailed reports such as Sales by Customer, Item, Stock group, Stock Category, Ledger group (salesperson), etc. # Gross/Net To get Gross/Net Sales amount follow the below steps, Go to Dashboard-> Sales-> Click on drop down and select gross or net ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzpiV9dQSsYXGaQeAMq%2F-Lzq1wUfdVIV0nT3rtmS%2Fimage.png?alt=media\&token=1e6fe788-0225-495e-b95a-e4674bb1139d) # Hierarchical Sales By Ledger Groups Where to find sales ledger group hierarchical wise? Find the steps below, Go to Dashboard-> Sales -> Select Ledger group from group by option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzpiV9dQSsYXGaQeAMq%2F-Lzq5DsKg5fw-sBUoRPz%2Fimage.png?alt=media\&token=c4a133dd-a439-45cd-b861-850de6b037d3) # Sales Register Sales Register displays the monthly summary of sales transactions Sales register records sales and returns to all the customers of a business.... You can find this feature in Biz Analyst application which shows lists of all the sales made to all your customers, whether they are cash or on account sales ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lzeyo2xVCjjeqR2h3jI%2F-Lzf635l-KeBwZhMS4-V%2Fsales%202.jpg?alt=media\&token=28fe9db3-134c-4935-bb93-36ecfc2a64e6) When you click on sales you can see the overall amount of sales register. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lzulh6ezNV0Bcr1QBWi%2F-LzunwU1_hadoMggPIHz%2Fimage.png?alt=media\&token=611c85a4-093b-40ab-8ae2-b387cef2e773) # Monthly Analysis If you want to see your sales register monthly there are steps below : **Step 1:** Click on sales ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lzf6eNEVIh4qZqopJR3%2F-LzfXYsnOLvcAT_5JQAs%2Fnamrata%201.jpg?alt=media\&token=e762e064-a494-4f37-a962-4ec106d6f702) **Step 2:** Click on drop down beside group by option and select month ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lzf6eNEVIh4qZqopJR3%2F-LzfXqPXMOv8WX0994lK%2FNamrata%202.jpg?alt=media\&token=a82544dc-c7c3-4479-97d0-70b3cf116760) **Step 3:** After this, You can get to see monthly sales analysis. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lzf6eNEVIh4qZqopJR3%2F-LzfY9XYuwixet2P-Xia%2FNamrata%203.jpg?alt=media\&token=a2920df8-8c00-48c1-9108-aaf6e5ca7331) # Sort by Amount You can sort sales data by amount **Step 1:** Click on Sales Option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfYJI4nmjBycn7dRYs%2F-Lzfl8oDRLMGhzaDfT1r%2Fjadhav%201.jpg?alt=media\&token=6da02738-3d9c-4e57-bc11-9b4d99ac8855) **Step 2:** Click on three dots(top right corner). ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfYJI4nmjBycn7dRYs%2F-LzfsE74XFu3S1QHNBMH%2Fjadhav%206.jpg?alt=media\&token=857906bc-6758-4467-9e68-36205a7ccac5) **Step 3:** Click on sort ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfYJI4nmjBycn7dRYs%2F-LzfqVXC8TVQM4MZCA7L%2Fjadhav%203.jpg?alt=media\&token=a54464f5-81b6-4aa8-b21f-27a2a1f18a88) **Step 4:** Click on sort by amount and then you can see the sales amount in descending order ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfYJI4nmjBycn7dRYs%2F-LzfrB4zU92pIn-fN1Wr%2Fjadjhav%205.jpg?alt=media\&token=c8a88dac-9bd5-499a-a544-64724f3eb89e) # Cost center wise report {% hint style="info" %} Cost Center wise report is only for sales and purchase {% endhint %} **Step 1 :** Click on Sales tab. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4EVTGqn2EKtE---dkg%2F-M4EWKqPGRwrHlt2F-9T%2Fc3.jpg?alt=media\&token=4b8bf24d-a60b-4a73-9a41-2c9eee1c9681) **Step 2 :** Select Cost Center by clicking on Ledger Group. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4EVTGqn2EKtE---dkg%2F-M4EW0WP-1EOUKQquHAi%2Fc2.jpg?alt=media\&token=8c8783e7-78de-4788-b131-a1a656152a61) **Step 3 :** You will see all list of cost center. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4TvMmDVP1qEfU3bdNe%2F-M4TwG6AxIcc6tqzFUqJ%2Fcccccccccc.jpg?alt=media\&token=2bf74977-ff59-4dd7-ac4c-72510eecd8ad) {% hint style="info" %} In tally there are three ways to define cost center but we are reading it only from **Entry Level**. {% endhint %} \*Not Applicable comes when cost center is not defined on entry level kindly do the changes in your tally and then check **Tally View:** While creating sales or purchase invoice you can enter cost center as per the below image. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4MriH25A9vUnPSM4SD%2F-M4N-IFQQox8MAUszWpl%2Fcost%20center.PNG?alt=media\&token=0c113da9-d950-4213-aed5-813f038642a4) # Share Sales Reports If you want to share sales reports.Follow below steps, **Step 1:** Click on Sales ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfsOtRZOh8D8BLxkDL%2F-Lzfv8sJLmbzBp30yy9K%2Fjadhav%201.jpg?alt=media\&token=21392deb-b2d0-4860-8df8-f100e1d5d590) **Step 2:** Click on the share icon. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfsOtRZOh8D8BLxkDL%2F-LzfviNI5jyPoyWjBL1a%2Fny%202.jpg?alt=media\&token=c64e501e-5264-4498-9326-d228cdf177eb) **Step 3:** Then, Select any one option from PDF, Excel or Print as per your preference. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfsOtRZOh8D8BLxkDL%2F-LzfwzQU6mX_uGXKhBN_%2Fny%203.jpg?alt=media\&token=4cb0007f-11a0-434a-bd19-6ef9be360cd3) **Step 4:** You can also view the preview of sales reports before sharing. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzfsOtRZOh8D8BLxkDL%2F-LzfxExHQji6WWuaerv2%2Fny%201.jpg?alt=media\&token=26e12d05-84be-4cd3-b92a-20d7a16c30f8) # Detailed Invoice [
](https://help.bizanalyst.in/features/detailed-invoices/detailed-invoices) # View complete voucher details ## Here are the articles in this section: * **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** # Items, Qty, Rate, HSN/SAC **Step 1:** Go into **Sales** > Select **Party Name** > Select **Bills** > Then **Share.** **Step 2:** There you can see your **GST** details > **HSN** Details in your invoice. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M0fvPL394yGhCbr8BIK%2F-M0gSRcBx1lRuV12TOtV%2F2.gif?alt=media\&token=21209379-ad5a-48a5-99d7-ed4a7ce97b9a) # How Can I Share All My Sales Bill **Step 1:** Go into **Sales**\ **Step 2:** Select a particular **Party**\ **Step 3:** Then, Select **Bills** from the **Group by** option\ **Step 4:** Click on **Share** option\ **Step 5:** Share report as **PDF** or excel you can even take a print of it. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M6jgpmpfha1yNZw9MyE%2F-M6jhCKBkJ-tujUq1S9D%2FHow-can-I-share-all-my-sales-bill.gif?alt=media\&token=b2fcc897-f6f2-4215-9f32-4733679c251f) # Send GST Compliant invoices to your customers **Step 1 :** Open any **Sales** or **Purchase Invoice**. Click on **Share Invoice**. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4saBnMqbFzEfVYEbm9%2F-M4sdRRAldAr0XmVXw4z%2Fs1.jpg?alt=media\&token=a1f58836-bf67-473d-aea7-5d1ed7ef5222) **Step 2 :** Select any format **PDF** or Text for sharing. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4saBnMqbFzEfVYEbm9%2F-M4sdsEW3vz1PPHb0Z2f%2Fs2.jpg?alt=media\&token=83888904-1f26-4ec0-aba7-bb564adb2981) **Step 3 :** Find the **PDF** preview below there you can find **Invoice** with **GST** details. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4saBnMqbFzEfVYEbm9%2F-M4sf7A4szzrVDoilpvn%2Fc3.jpg?alt=media\&token=1d814598-02ce-452c-b5fe-63a91a2599e5) # Share your bank details **Follow the below steps for Adding Bank details in your Invoice,** **Step 1:** Go to Main menu(**Top left 3 horizontal line**) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaBviHMVrBWbiOaMod%2F-LzaCbuc0_5LIHWIoD2t%2Fdoc%204.jpg?alt=media\&token=95f066b0-4595-4f78-885a-02b86cf48d23) **Step 2:** Click on **Settings** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaBviHMVrBWbiOaMod%2F-LzaCvx2i_SH7BakgsVB%2Fdoc%202.jpg?alt=media\&token=7eeda4d5-18e2-43cc-8081-5dbc9aff3193) **Step 3:** Then, Click on **Invoice** Option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaBviHMVrBWbiOaMod%2F-LzaDFjxO3oybNzFcNVr%2Fdoc%203.jpg?alt=media\&token=96f53a38-de39-4a8a-841a-013b48ab143f) **Step 4:** In Invoice option you will find "**Add bank Account**". Select your preferable **Bank Account** and **Save** it ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LzaBviHMVrBWbiOaMod%2F-LzaDtmfVQVb8nMD6xRz%2Fdoc%201.jpg?alt=media\&token=0acf528a-e5df-4b8e-82b4-e80b8825743d) **After all this changes you will find bank details in invoice while sharing.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4bzEJEc0RwrxZS-0OF%2F-M4ckaldUgd85K533-mt%2Fimage.png?alt=media\&token=7dc7c54e-5261-40b2-8aa7-8ac7a3e4b545) # Terms Shipping and Narration **Step 1:** Click on **Sales** > Select **Bills** > **Voucher no** > Select **Share Option.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M0fvPL394yGhCbr8BIK%2F-M0gPgmXQJHKzF146RGE%2F1.gif?alt=media\&token=3d1a4abb-aacd-4516-93c0-a2fc2909b875) # Check E-way bill details **Steps to be followed** : **Step 1:** **Open** Biz Analyst Application. **Step 2:** Go to **Sales Option.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4JpJGvzx7VOpGkeuXp%2F-M4JvRJMV2B0v3gRtFus%2Feway%201.png?alt=media\&token=7e9dbf42-54ab-4aa3-97aa-2921228f562d) **Step 4:** Select **Ledger Name.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4JpJGvzx7VOpGkeuXp%2F-M4JwyQ0QNn4aQJ0iLkr%2Feway%203.png?alt=media\&token=6217c468-7756-4011-9d49-ddb24ef3bdc2) **Step 5:** Select the **Bill**. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4JpJGvzx7VOpGkeuXp%2F-M4JxCNS_UNPh7jsUS3h%2Feway%202.png?alt=media\&token=8963402c-de82-4d38-8e5e-e59771cf85ec) **Step 6:** At the bottom you will find **E way bill** details. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4JpJGvzx7VOpGkeuXp%2F-M4JxXX0I9ALTTXKlFHl%2Feway%204.png?alt=media\&token=cce7f1f5-a5f7-4fb5-bc09-fb2b7352dddc) **Step 7**: Done. While sharing the Invoice you will find **E Way bill no**. on the top. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4JpJGvzx7VOpGkeuXp%2F-M4JyTixEoYfsXHVPBpl%2Feway%205.png?alt=media\&token=869cf4d6-2fe7-4ffc-a582-b4b6326e2589) # Retain Customers To check retain customer reports, **Step 1:** Go to the Reports tab **Step 2:** Inactive customers **Step 3:** Here we can find list of customers who has not done any sales or purchase since long from which you can retain them. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M64e6WvrYGzWRSKNabO%2F-M64eAF5qpXTq63lrgij%2FHow-to-check-Inactive-customers.gif?alt=media\&token=31f06660-6821-48d6-88bb-f270e2ba24f2) # Get lost sales **Step 1:** Go to the Reports tab **Step 2:** Select Inactive stock items **Step 3:** Find the list of Items that has not been sold since long. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M64b7Rw4JMmoON4mC9z%2F-M64bCpYe-EtRG8HoeVW%2FHow-to-check-inactive-stock-items-in-mobile-app-%20\(3\).gif?alt=media\&token=ba4b7587-4abf-47d9-8898-0d837a4bcbb4) # Filter by last sale date **Step 1:** Go to Party tab **Step 2:** Select a particular party **Step 3:** There, You will find the Last Sale Date and Last Purchase Date. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3LLosm9fJzZ0I1qrBQ%2F-M3LOBpf_JuS-0m-01kM%2FScreenrecorder-2020-03-25-12-00.gif?alt=media\&token=cdd3ca91-4e8d-470d-8875-750285b9e86d) # Filter by ledger group **In the mobile application, we can check ledger groups in sales, purchase & outstanding.** **Step 1:** On dashboard go to the sales **Step 2:** Click on Group by **Step 3:** Select ledger group you will get primary group click on + icon you can find the hierarchy of groups. Same way check in purchase. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5lQfdNtzHp_0xFBby9%2F-M5lQpDLzn8EmI8OeY9H%2FHow-to-check-ledger-group-in-mobile-app.gif?alt=media\&token=f37e36b7-abe8-440c-9289-f65257e1d57f) {% hint style="info" %} On dashboard go to the outstanding receivable> Click on the group by> Select ledger group. {% endhint %} # Share the report with your team In mobile application select a particular report which you want to share. Example If want to share ledger report follow below given steps. **Step 1:** Go into Reports tab **Step 2:** Ledger report **Step 3:** Select a particular party and from there you can share the report. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4xW7LXZMPB82M6O2N7%2F-M4xYZ6GFPNqEJJJtoqQ%2Fimage.png?alt=media\&token=31513788-9408-4681-a7f6-12581a498486) {% hint style="info" %} All other report can be shared like this as shown in the above image. {% endhint %} # Data Entry Create vouchers anytime and anywhere from your mobile app and sync automatically with Tally ERP 9. ## Create Vouchers From Mobile App When you or your salesperson is at a customer's office, you can check the entire history of that customer using Biz Analyst mobile app like Ledger Report, Outstanding, Items Sold in the past, etc. One of the common requirements is to create new sales orders or receipts of that customer that can be inserted into Tally. With Biz Analyst, you can create the following voucher types that gets automatically inserted into Tally: 1. [Sales Order](/biz-analyst-manual/features/data-entry/create-sales-purchase-order) 2. [Receipt](/biz-analyst-manual/features/data-entry/create-receipt-entry) 3. Quotation (does not sync with Tally) 4. [Purchase Order](/biz-analyst-manual/features/data-entry/create-sales-purchase-order) 5. [Payment](/biz-analyst-manual/features/data-entry/create-receipt-entry) 6. [Sales Invoice](https://help.bizanalyst.in/features/data-entry/how-to-create-sales-invoice) 7. [Purchase Invoice](https://help.bizanalyst.in/features/data-entry/how-to-create-purchase-invoice) 8. [Ledgers](https://help.bizanalyst.in/features/data-entry/how-to-create-ledger) 9. [Stock Items](https://help.bizanalyst.in/features/data-entry/how-to-create-items) 10. [Journal Entry](https://help.bizanalyst.in/features/data-entry/create-journal-entry) 11. [Delivery Note](https://help.bizanalyst.in/features/data-entry/how-to-create-sales-invoice/delivery-note) 12. ## Restrict who can create voucher entries # Data Entry Settings. You can change the setting according to your requirement by going to data entry settings. How to open data entry settings. * Click on 3 horizontal line which is on top left side of dashboard. * Then click on Settings. * Click on Data Entry setting. * In that you can see different kind on setting like Voucher, Invoice, Order etc.. For example if you want to add Voucher type while creating the invoice. * Click on Vouchers. * Tick Add Voucher Type which is under additionl settings. # Create Sales and Purchase Order {% embed url="" %} {% embed url="" %} ### Creating Sales Order and Purchase Order entry 1. Tap on Create Entry button or go to SALES TEAM option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9ZIYWWCwnJ1BnqM5y%2F-Mg9ZtJ4gu5nuzW-x7jp%2FScreenshot%20from%202021-08-03%2011-22-59.png?alt=media\&token=b10b4522-9ace-4ff2-b896-a03498831571) ![Select Sales order or Purchase order](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdC_UUkA3HTQBHCLHkt%2F-MdCbz3S1CVk6lpqAVvM%2Fimage.png?alt=media\&token=f2daae86-2519-434a-acb9-9a8bde6b371c) 2\. Lets try creating a Sales Order First we will have to select a ledger to create a sales order. Type your customer name in the ledger name section and select ledger from the list. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9bfHVeiG98dQ3mGWA%2F-Mg9cPTu3YxqYWlYarIj%2Fimage.png?alt=media\&token=f3ab44d1-e634-44e5-85f4-e5d0e486a89b) 3\. Add a due date to your order ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdC_UUkA3HTQBHCLHkt%2F-MdCeW8IB2sN5eh3ftrI%2Fimage.png?alt=media\&token=4ceef7c4-20b9-457b-8ede-f11c35a5a1f3) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdC_UUkA3HTQBHCLHkt%2F-MdCekju8OR801qqg3si%2Fimage.png?alt=media\&token=bcdc48bb-8c3f-4efe-ab38-20657d9ec55c) 4\. Next step is to add item for the order. ![Click on Add Item](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdCenvxH5rT4fri0CwJ%2F-MdCf5brhsdwQY0RK3mW%2Fimage.png?alt=media\&token=6ab33006-ac18-4235-bc72-292869385dd6) 5\. Type item name in the Item Name section and select an item from the item list shown. ![Enter Item Name, Select Godown and Batch and alter quantity as requires](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdCfBFfEg8xP0x6H3F8%2F-MdCgJn54xvgilVc0m1X%2Fimage.png?alt=media\&token=25628393-f272-47a6-917c-6d20bdaec3b3) 6\. Note: The rate will be automatically displayed in the rate section and this rate will be the rate at which the selected customer was sold with the selected item. It will be blank if there was no sales to this customer for the selected item. You can edit the rate section. Proceed with adding quantity. GST tax will be calculated automatically as entered in tally for the selected item. \ To save the item click on the **DONE** button. And if you wish to add more items for this Order then click on **ADD MORE** button. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdCgYEvGPb1tm--IL65%2F-MdCgm8qHVsbjTRhyqCf%2Fimage.png?alt=media\&token=2cf7513d-e97f-4d6e-a060-a78aafa186dc) 7\. After adding all the details click on the Save button to create this order. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdCgwj1C4wjwzfsivrA%2F-MdChKsx2k-0gZpnIS9r%2Fimage.png?alt=media\&token=94b456a4-162d-444b-a675-296e7e036bc6) 8\. The order once created will show in the order list for the selected date range. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdCgwj1C4wjwzfsivrA%2F-MdChctBlwKuLlIHAdhP%2Fimage.png?alt=media\&token=4eb0bbe4-0b5b-4eb6-a070-f0d1294e8dea) 9\. Now this voucher will be entered in tally as an optional voucher in the next sync automatically. NOTE: By default the setting for auto import will be ON. Please refer the image below: ![Click on EDIT button on the company](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwUKjNtFAGUTOC6RI4%2F-LiwYIZBcW9khloTySir%2Fedit_company_settings.png?alt=media\&token=01617891-b030-400e-9215-71ccc5ac5e84) 10\. If this setting is ON, all the voucher created from Biz Analyst app will be created in tally as an optional voucher. ![Auto import voucher in tally setting ON](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwUKjNtFAGUTOC6RI4%2F-LiwXFv6sC5y492EWQYl%2Fsetting_on.png?alt=media\&token=d7dfbbc0-936a-40da-9bf1-56addb85411e) 11\. If this setting is OFF, we will need to manually import the vouchers into tally. ![Auto import voucher in tally setting OFF](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwUKjNtFAGUTOC6RI4%2F-Liw_K-9_6Z_jUUcVisS%2Fsetting_off.png?alt=media\&token=38175ffa-a882-4764-8692-f786e2c35802) 12\. To import the entries manually in tally we need to follow the below process. NOTE: The company should be open in tally for which we need to import the vouchers. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg7OI2IDw5aDsKnZydm%2F-Lg80sLKFKZ5dlq2Iv7C%2Fa1.png?alt=media\&token=a596be60-9e58-4737-bc9a-b12cf1405963) 13\. Now click on **Pending Entries** for that company in desktop app. ![Click on Pending Entries](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg7OI2IDw5aDsKnZydm%2F-Lg81HffjZfeVl_IsU6S%2Fa2.png?alt=media\&token=fcceaa93-a1a1-4791-9146-67fc65d7d48f) 14\. You will see Order List (1) as you have created a single entry from mobile. If you create 5 entries, you will see Order List (5). ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlWHpVUYl8v1RkVhY%2F-LgRn4oR8g3vDxk9Qxnf%2Forder.png?alt=media\&token=3cb05d0a-93fe-491a-b08e-5020e15bf8e5) 15\. Now click on Order List (1). You will see the entered order voucher from the mobile app here. To import this voucher in tally click on **IMPORT** button. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg82cL3V224v605vpp1%2Fa6.png?alt=media\&token=41991424-4c9e-4ad3-965b-70d8843fbb17) 16\. Now Biz Analyst will import this voucher as an optional voucher. On successful import, there will be a dialog showing **Success Orders** as **1** or the number of voucher which were successfully imported. Click on **OK** to dismiss. ![There are no Failed Orders. The voucher is successfully imported in Tally.](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg838n9NdAb2NQ88509%2Fa7.png?alt=media\&token=809a4817-3fc2-43cc-a690-e5a6f2ac9821) 17\. Now open tally and select the same company. Being on the Gateway of tally Press **D** for Display then press **X** for Exceptional Reports and **O** for Optional Vouchers. Select the date of the Order voucher created there you can see the optional voucher created by Biz Analyst. ![Gateway of tally for the selected company](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg83_8akxplqz4HL2G2%2Fa9.png?alt=media\&token=c990b504-1755-4227-bd3b-f2bef969948a) ![Go the Display or Press D](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg83eh8seQLPvk9n150%2Fa10.png?alt=media\&token=9b4e1b8b-c0d5-4d78-8614-b2bf1e9bc050) ![Go to Exceptional Reports or Press X](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg83mj6W-mD00_JD6ib%2Fa11.png?alt=media\&token=f1abf92d-cded-48b3-9905-39e2d9ff4a9e) ![Go to Optional Vouchers or Press O](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg83ujKWDvetTp0gNbw%2Fa12.png?alt=media\&token=f5d81ba6-2bb1-4e10-843d-7ef4f8b52516) 18\. If you cannot find the 'Optional Vouchers' option that means the Optional vouchers settings is not ON. To enable optional vouchers be on Gateway of tally. Press F11. ![Select Accounting Features](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwUKjNtFAGUTOC6RI4%2F-LiwdJVQSjGJABSlzLqf%2Faccounting_features.png?alt=media\&token=cf51bd1a-573f-4657-8e92-43c9adc1f083) ![Select YES on this option and SAVE](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwUKjNtFAGUTOC6RI4%2F-LiwdSd2ifWRlJQTtnH2%2Foption_voucher_setting.png?alt=media\&token=b147cf11-da32-4878-a093-5316b1556900) ![Select the date of the entered voucher(s)](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg84FzvV4S9FugNS-__%2Fa14.png?alt=media\&token=e48329ad-dfe8-481e-8683-ec9c4bf90b3e) ![In this case the date was 30-5-19](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg84NGgN4AjPE6RsFLQ%2Fa15.png?alt=media\&token=72f41226-f7cd-4d0b-ad7b-04c8086606cc) ![The entered voucher is shown in the Exceptional Voucher list](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg84RcAq0p4RocILj_5%2Fa16.png?alt=media\&token=d5a34730-de67-455d-9519-aee193f81c02) ![There will be an Optional tag as shown in the image](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg84ZbveQlA-nQ9hjg8%2Fa17.png?alt=media\&token=e5537499-cd32-42a0-a9d3-b9225ec6cdac) 19\. This voucher can be converted to a regular voucher by clicking on the **Regular** button shown in the image below. ![Click on the Regular option to convert the voucher from Option to Regular one](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg84hBj1TJwFHf6cOgx%2Fa18.png?alt=media\&token=1d358c52-dd81-403a-9f80-2cf020d74c5c) 20\. Save the voucher. ![Save the voucher](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg8598EqiiYHChkxKvG%2Fa19.png?alt=media\&token=5a16e022-a170-4894-88e1-15f59867ffb8) 21\. Now to view the voucher you can go to **D+A+L** **(Ledger Report)** from the gateway of tally and select the ledger for the created voucher. ![Search and select the ledger for which the voucher was created](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgSJb_6xKIFHOoyrveo%2F-LgSJifNJ2qqag7BYszi%2F15.png?alt=media\&token=ecffa2d9-77b9-4eca-9cc8-388732551467) ![Select the date range of the entered voucher](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg86EzBflVy-yAkqjah%2Fa22.png?alt=media\&token=436e331e-6e95-48f5-b5ae-9fb953114e4d) ![The voucher is now visible in the Ledger Report](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lg81iwKTs9A36htmA1k%2F-Lg86JYvB5bqIp05QZhw%2Fa23.png?alt=media\&token=7db3ab23-25c2-4ce5-8019-fc8a3c94b8ce) # Create Receipt / Payment Create Receipt / Payment entries with Biz Analyst directly into Tally {% embed url="" %} ### Creating Receipt entry 1. Tap on Create Entry button or go to SALES TEAM option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9_hJ-eT6j9Zu0MGx1%2F-Mg9aAkQVAwAZBy7Nz0m%2FScreenshot%20from%202021-08-03%2011-22-59.png?alt=media\&token=3e32d95a-25c0-4511-9b4d-3c793c8909f4) ![Select Receipt or Payment](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdChkiVl8lsbs1F5ZES%2F-MdCi_M7hoQyfYiw037K%2Fimage.png?alt=media\&token=0002c92d-6672-45dd-bd87-6f1e5aabfec4) 2\. Lets try creating a Receipt 3\. Select RECEIPT and party name from list ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9_hJ-eT6j9Zu0MGx1%2F-Mg9b7FNn2kDasJYn2b6%2Fimage.png?alt=media\&token=5d10b7db-5184-4022-9a4f-8589b48698be) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdCjjHuQgSLZ3I66dKg%2F-MdD3so1_RWZOiHV7OyH%2Fimage.png?alt=media\&token=713456bb-8932-4530-a269-7eb21ba59063) 4\. Now add bank or cash ledger. Type bank name in the Bank/Cash Name section and select the bank or cash ledger from the list. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD4fszrUOOQmp19BBj%2F-MdD4zuRZ_Vlxy_Nq9s_%2Fimage.png?alt=media\&token=5665ac0a-08ed-408f-bc0f-658b11767aa6) 5\. Enter the amount and select the mode of payment. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD56CPPO7RVTiH6xOd%2F-MdD5ZhpXo2pPtAyWtWm%2Fimage.png?alt=media\&token=77728fb6-e8d2-466c-abb6-f60f07dac636) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD56CPPO7RVTiH6xOd%2F-MdD5mz5YtDts6smEuEW%2Fimage.png?alt=media\&token=4349bf95-34b2-4575-aa3b-07ead13812f7) 6\. The receipt once created will show in the receipt list for the selected date range. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD5ruA5eyGKtVcA1iD%2F-MdD63dUGDhOd_rI5Y5I%2Fimage.png?alt=media\&token=2fbc0443-f62a-4887-95a1-9b7ea565ff8b) 7\. Now this voucher will be entered in tally as an optional voucher in the next sync automatically. NOTE: By default the setting for auto import will be ON. Please refer the image below: ![Click on EDIT button on the company](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwficJp2sRy5hevW68%2F-Liwg3c_59grvYvSmrW7%2Fedit_company_settings.png?alt=media\&token=a36415ff-9507-46e6-b25a-10739c99c163) 8\. If this setting is ON, all the voucher created from Biz Analyst app will be created in tally as an optional voucher. ![Auto import voucher in tally setting ON](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwficJp2sRy5hevW68%2F-LiwgE-r2OWaxfVqjfxB%2Fsetting_on.png?alt=media\&token=8e367644-3d65-4962-826f-158c11984e84) 9\. If this setting is OFF, we will need to manually import the vouchers into tally. ![Auto import voucher in tally setting OFF](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwficJp2sRy5hevW68%2F-LiwgLDlWk8TfN_5I3sd%2Fsetting_off.png?alt=media\&token=563ff1c7-03f7-4bae-95c4-b2e841686f71) 10\. To import the entries in tally manually we need to follow the below process. NOTE: The company should be open in tally for which we need to import the vouchers. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgRre49hGXup2ejAv3N%2Fa1.png?alt=media\&token=334353da-6612-43ca-bf92-8c7620097a9b) 11\. Now click on **Pending Entries** for that company in desktop app. ![Click on Pending Entries](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgRrp6PPPPgeIB7j4BJ%2Fa2.png?alt=media\&token=daae793f-a761-427e-a5b2-76ff6f5ea1a8) 12\. You will see Transaction List (1) as you have created a single entry from mobile. If you create 5 entries, you will see Transaction List (5). ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgRs1QWi1AMZYwfgEq4%2Ftally_receipt.png?alt=media\&token=5de97a6e-4f42-47e2-a699-282ac81be0ee) 13\. Now click on Transaction List (1). You will see the entered receipt voucher from the mobile app here. To import this voucher in tally click on **IMPORT** button.
![Click on IMPORT button to import the receipt in tally as an optional voucher](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS3efd6v-aSErrJyF5%2F7.png?alt=media\&token=53b95d31-161d-4265-bf41-6c298b804497) ![You can also REJECT the voucher and it will not be entered in tally and gets removed from the list ](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS3mbV6G0wBaDDnkX7%2F6.png?alt=media\&token=1df1903d-8ea1-4cd0-bd37-a478d432a32c) 14\. You can also view the details of the voucher by clicking on **VIEW TRANSACTION** ![Click on VIEW TRANSACTION for details of the voucher](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS5-tpSv-xRabU_Ph5%2F8.png?alt=media\&token=82bce663-8741-453f-ba5c-4ee77898720f) ![Details of the voucher](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS5Qnbwq-wX3hHCf8L%2F9.png?alt=media\&token=7162f3f4-0877-4a2a-8385-4987ffada805) 15\. Now Biz Analyst will import this voucher as an optional voucher. On successful import, there will be a dialog showing **Success Transactions** as **1** or the number of voucher which were successfully imported. Click on **OK** to dismiss. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS8_5TP9eQS2W20UJn%2F10.png?alt=media\&token=880c2ace-f7b3-4bbc-942e-eaaa89866f79) 16\. Now open tally and select the same company. Being on the Gateway of tally Press **D** for Display then press **X** for Exceptional Reports and **O** for Optional Vouchers. Select the date of the Receipt voucher created there you can see the Receipt voucher created by Biz Analyst. ![Gateway of tally for the selected company](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS8z3rs_roRhwFg1h6%2Fa9.png?alt=media\&token=2edf0709-6cff-4259-b40e-c152fc15de86) ![Go the Display or Press D](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS92RPwSPu9q5yjKO4%2Fa10.png?alt=media\&token=e239e5d3-d544-4da7-98dc-d647e55e384d) ![Go to Exceptional Reports or Press X](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgS9Bpl_Mm_9yx6uiH2%2Fa11.png?alt=media\&token=61fed3fe-2c2e-4dff-9269-a16b1008af79) ![Go to Optional Vouchers or Press O](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSBRghKtPWYj10O3TD%2Fa12.png?alt=media\&token=5597a688-f61c-4d16-8b6a-24c38979c921) 17\. If you cannot find the 'Optional Vouchers' option that means the Optional vouchers settings is not ON. To enable optional vouchers be on Gateway of tally. Press F11. ![Select Accounting Features](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwhFw8rVKhjyTWX9Tc%2F-Liwhk8AK9DGHIwYTH2o%2Faccounting_features.png?alt=media\&token=dce9751b-90db-44dc-9f58-6e2d0bb15b88) ![Select YES on this option and SAVE](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LiwhFw8rVKhjyTWX9Tc%2F-LiwhqpXpVIcRma6Op90%2Foption_voucher_setting.png?alt=media\&token=26188f3e-2754-4c72-ad31-b7986b2aaec0) ![The entered voucher is shown in the Exceptional Voucher list](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSBuFye2k0GBECzcaB%2F11.png?alt=media\&token=b6094277-1ef6-4d35-8486-50460addb384) ![There will be an Optional tag as shown in the image](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSCQuAImMzZQpmCXGs%2F12.png?alt=media\&token=23d162b1-ccab-4595-ac4f-817005199d4c) 19\. This voucher can be converted to a regular voucher by clicking on the **Regular** button shown in the image below.
![Click on the Regular option to convert the voucher from Option to Regular one](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSDDHjHdmsTzxpohbp%2F13.png?alt=media\&token=61aee69a-8401-4a2d-8baf-e74f1711cc67) 18\. Save the voucher. ![Save the voucher](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSDakLBOA8FCycJzYA%2F14.png?alt=media\&token=bd7fda0e-8664-4793-9e6b-313df5556412) 21\. Now to view the voucher you can go to **D+A+L** **(Ledger Report)** from the gateway of tally and select the ledger for the created voucher. ![Search and select the ledger for which the voucher was created](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSF6lLK6HI94KdXPH1%2F15.png?alt=media\&token=ad4421de-9a20-418c-9003-60b0df1c12e4) ![Select the date range of the entered voucher](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSFJSspB_Dwii-6uHX%2Fa22.png?alt=media\&token=c234831d-b52f-470e-92e0-712aa202b82c) ![The voucher is now visible in the Ledger Report](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-LgRlRQLXNQvkm0pOeZ1%2F-LgSIx3EYLq8qRWWGiyd%2F16.png?alt=media\&token=54219df2-55a6-4487-aeaa-552764642671)
# Create Sales Invoice Learn how to create sales invoice in detail from the Biz Analyst mobile app and how it will sync with Tally. {% embed url="" %} ## Guide to create Invoice #### Open Create Sales Invoice Screen Click on the + button on the dashboard and select 'Create Sales Invoice'. You can also create an invoice by going to the {% hint style="info" %} If you are not an admin user and you do not see the 'Create Sales Invoice' option, then your admin will have to give you permissions for the same. {% endhint %} #### Add Bill Details 1. Select the **customer** for whom you want to raise the invoice 2. Select the Sales Account Ledger from your Tally 3. Set the date of the invoice. #### Invoice Numbering In Tally, there are 2 main [types of voucher numbering](https://help.tallysolutions.com/article/Tally.ERP9/Creating_Masters/Accounts_Info/Methods_of_Voucher_Numbering.htm) options: * Automatic: * If you have set the voucher numbering as Automatic, Automatic (Manual override) or Multi-user Auto, then you do not need to add the voucher number in Biz Analyst app. In this case, a voucher number will be assigned after the voucher is entered in Tally. * Manual: * If you have set the voucher numbering as Manual or None, then you have the option of setting the voucher number in the mobile app. In this case, you will have to manually manage the series number. #### Add Items You can click on the 'Add Item' button and start adding the items one by one. For each item, 1. Select the **Item Name**. You will also view the closing balance of each item. 2. Select the **Godown** in case you have multiple godowns. You will also be able to view the quantity available in each godown. 3. Add any item **description** if you would like. This is optional. 4. Select the **Quantity**, **Rate** and the **Unit** that you want to use. 5. You can also add **discount** at item level. #### Item Rate Biz Analyst supports the following 3 options for setting item rate, when you choose an item. You can change the settings as per your business requirements. 1. **Last Sale Rate**: This is the default option. This will be the rate at which the item was last sold to the selected customer. 2. **Standard Selling Rate**: 3. **Price List**: #### Item Taxation (GST) # Delivery Note Create Delivery Note from Biz Analyst and it will get import into Tally {% embed url="" %} Biz Analyst 1. Go to CREATE ENTRY button or SALES TEAM option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9cuR2GHO0fLg5asg6%2F-Mg9dpzHM7HoH3bEngGF%2FScreenshot%20from%202021-08-03%2011-22-59.png?alt=media\&token=2c44fee2-d52d-416c-b6d2-a59afdbdd5a9) 2\. Select DELIVERY NOTE option from list and select the Party name as shown below ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9cuR2GHO0fLg5asg6%2F-Mg9eGw0vmz8JH-10809%2FScreenshot%20from%202021-08-03%2011-47-30.png?alt=media\&token=243ca4e8-15e7-4f51-9e94-09782d3eacfa) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9cuR2GHO0fLg5asg6%2F-Mg9eYb51O7k8IGKbb-E%2Fimage.png?alt=media\&token=8e69876d-a204-4b55-b262-2fa1fd130c55) 3\. Enter the Voucher and Customer details in the Delivery Note. After filing the details Click on the (✓) option and Save the voucher. ![Enter ledger name and Sales ledger](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD7IuHgCv8Awt3Swp3%2F-MdD83EJ2Ai4ZPfaxUuK%2Fimage.png?alt=media\&token=a0ca9c58-399e-4651-9224-8a8ff54084ee) ![Add item](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD7IuHgCv8Awt3Swp3%2F-MdD8H8ZOUcQItBzuHPs%2Fimage.png?alt=media\&token=aeba1373-2e37-4288-848f-37a95d0c9dec) ![After Add Item we can Add Additional ledgers, Eway bill details, Order, Dispatch, Buyer details](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD7IuHgCv8Awt3Swp3%2F-MdD8lniZ1tzoWLC3Gcz%2Fimage.png?alt=media\&token=2764f970-d945-4221-9d54-544d76c4d315) 4\. After Saving the voucher , it will get import in Tally. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD91I7wPxNRErVL7c2%2F-MdD9KXxb-8dgeACkuWy%2Fimage.png?alt=media\&token=6c303272-0cb1-4f94-a84b-766c6d62f47d) # Create a Purchase Invoice {% embed url="" %} ## Steps to be followed: **Step 1:** Open Biz Analyst Application -> Click on orange **+** button on dashboard **Step 2:** Select Purchase Invoice-> Select the ledger **Step 3:** Add Item **Step 4:** Select Done option **Step 5:** Select Report **Step 6:** Select Purchase Invoice **Step 7:** Check Success Entry **Step 8:** Click on the Entry **Step 9:** Share PDF file. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M6hkppRPYqh9apOPQA2%2F-M6hlCzJskV3L7Rw8REp%2FHow-to-create-Invoice.gif?alt=media\&token=187267cd-274e-4448-9fc9-b2c9b1806839) # Create Journal entry {% embed url="" %} Step 1: Got to the Sales Team option click on ALL Entries ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9XYc6CtAbIc8PUmLM%2F-Mg9YhEgQBaIXAe6ADBF%2Fimage.png?alt=media\&token=23c20997-4a83-430e-a916-69fc2a4179c5) Step 2: select JOURNAL option from the list. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Mg9XYc6CtAbIc8PUmLM%2F-Mg9Z7X8eDofTY_iGxTL%2Fimage.png?alt=media\&token=fa8adf11-5954-4e50-a30c-389e69de1004) Step 3: After selecting the **Journal** option, you will see the below screen. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD9OtrSZw5JyubQIYr%2F-MdDAD8XIl_kzmMFAnZg%2Fimage.png?alt=media\&token=6fe593dd-d88d-46a9-a880-45051751aaf9) Step 4 : After clicking on (+) Icon, it will ask for the Voucher no (if automatic in Tally you cant enter the number , If Manual in tally you can enter the voucher no) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD9OtrSZw5JyubQIYr%2F-MdDAZtO8RKGu41qbzYv%2Fimage.png?alt=media\&token=d07e583e-ba1d-490c-9a55-dd9ce36c9dc1) Step 5:Then select the Ledgers against Debit and Credit options and you can enter Narration if any. ![Click on Add Ledger](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD9OtrSZw5JyubQIYr%2F-MdDARLdpwidaUCBk_c4%2Fimage.png?alt=media\&token=e763a16d-8bc4-4ecb-8df3-7c73a92fecdd) ![Add Ledger name and Amount in Debit and Credit side](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdD9OtrSZw5JyubQIYr%2F-MdDAm36BbCFNJtvj8Dl%2Fimage.png?alt=media\&token=ecedead2-addf-4746-ac1a-587f59412aee) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDAuYfMjlXbigSPFu-%2F-MdDBJyheuRqyMcXrNtG%2Fimage.png?alt=media\&token=240cf60b-15bc-48a7-a8aa-f6658ccfa143) Step 6: After clicking on Save icon, the entry will be saved and seen as below (pending =Ready to sync in tally, Success =sync in tally Failure =got rejected due to some reason. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDAuYfMjlXbigSPFu-%2F-MdDB_0UA0yBdT_-9Ioi%2Fimage.png?alt=media\&token=1504c5a0-9763-428b-a5b1-4101603f8301) Step 7: On Clicking the calendar icon as highlighted you can the year, monthly and date wise the Journal entries created and their status. # Create Items Kindly find the below steps with GIF file:- 1. Go to Dashboard 2. Click on Item 3. Click on (+) Symbol(bottom right corner) 4. Fill the stock item details on the screen- 5. Click on Create stock item 6. Stock item create successfully. **Find the below GIF file:**- ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M6hkppRPYqh9apOPQA2%2F-M6hlai1CpNpnPX0Eaih%2FStock%20Item.gif?alt=media\&token=e0494d04-2462-4080-8f15-2c78e043f31c) # Create Ledgers Kindly find the below steps with GIF file:- 1. Go to Dashboard 2. click on Party 3. Click on (+) symbol(bottom right corner) 4. Enter company and contact details 5. Click on Create Ledger 6. Ledger create successfully. **Find the below GIF**:- ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M6hkppRPYqh9apOPQA2%2F-M6hljxH_5pvAfSJzxo8%2FLedge%20Gifs.gif?alt=media\&token=a5ee0841-685e-4827-8681-1be171e79656) # Add Cheque/Bank details while creating Receipt and payment **Step 1:** Click on (+) icon -> select create receipt or payment -> click on (+) icon > Create If you want to make a payment by Cheque /DD **Step 2:** Click on Select Mode -> Cheque/DD > Enter Details ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-nTc8FtcfE8ts6ja3b%2F-M-no58gcIq_PZApPix-%2Fadd-cheque-detail.gif?alt=media\&token=962da560-ef45-4456-b886-ae750d5a7fba) # Rate With Tax field **Step 1:** Click on (+) icon -> Select create sales order or purchase order **Step 2:** Click on setting icon enable the option add rate with tax -> create sales order or purchase order **Step 3:** Click on add item -> Select the item -> Enter quantity You can see the rate and amount of the item without tax and with tax ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M06E1DeG5K5C0wGag3I%2F-M06RftEc7WIbGwJ9UXX%2Frate-with-tax-field.gif?alt=media\&token=99ecdac9-c0a6-4a01-9bcc-5657f905bd6a) # How to create Receipt Note {% embed url="" %} Step 1 : Open the app. Create Entry ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDBcWqKFlZD1CzZkJT%2F-MdDCtdLQyKvfaSG9eOS%2Fimage.png?alt=media\&token=e91ba210-b960-45ee-bf3d-638e149332f9) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDBcWqKFlZD1CzZkJT%2F-MdDD5a4Q9_Ad_1dmwUP%2Fimage.png?alt=media\&token=2f2a5067-9475-4c61-8af0-6f0b7c8f2340) Step 2 : In Reports Section, Click on My Entries. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDBcWqKFlZD1CzZkJT%2F-MdDDMC5LbgwUcUAAAYo%2Fimage.png?alt=media\&token=c96c06eb-4660-4f9d-a3af-4310bd5b9294) Step 3 : Click on Receipt Note. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDBcWqKFlZD1CzZkJT%2F-MdDDaOVptjUFc9pXfo3%2Fimage.png?alt=media\&token=72610c2d-6523-49b7-8eee-e3ffa6249ede) Step 4 : Click on (+) button which is bottom right side. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDDhjH8f3Gb2aU3Peo%2F-MdDEOAW-y_0KPh8ypz0%2Fimage.png?alt=media\&token=d64a1ee5-fe1c-4e22-a19d-5a8bbe981ea2) Step 5 : Then receipt window will open where you can enter all details and click on (+) button which is on bottom right side. ![Enter ledger name, Purchase ledger, Reference No](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDDhjH8f3Gb2aU3Peo%2F-MdDEbjmsOGByNJJfT90%2Fimage.png?alt=media\&token=27c4efb7-9c56-4845-83ee-4048ce1ca79f) ![After Item, We can add Additional ledgers, Eway bill details, order details](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDDhjH8f3Gb2aU3Peo%2F-MdDF0WTZSVu6QCTCb6H%2Fimage.png?alt=media\&token=4544b8c3-6067-47e4-bf0d-1ca7f288444a) Step 6 : This way your Receipt Note will be create and it will reflect in tally. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MdDFFWxBKDysgQZQT8d%2F-MdDFW2GocFo4mC17q9H%2Fimage.png?alt=media\&token=a84f51f8-ced1-40b3-ab55-4b9c2ec7d426) # Check-In / Check-Out with GPS location for Sales Team You can track your sales person’s productivity with our Check-in-Check-out feature. Admin can track their location, time spent at each location and they view the comments about the meetings added by t {% embed url="" %} 1. How to check-in and check out 2\. View the Geo-tagged location report and route of each user 1. Map-based Report 2. List Report 3. Export Report as excel file # Check-In / Check-Out Timing Shows Wrong Data sync timing and check-in / check-out time shows wrong ## Sync time on mobile app shows incorrect ![Last entry made in tally at 2:30pm still time shows wrong](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MKo5oBlql4RAFpWcJTY%2F-MKoDjTkQ1_3qrI-CmyP%2FScreenshot_2020-01-27-14-32-14-279_in.bizanalyst.jpg?alt=media\&token=c16053b9-a5be-4318-8325-4c84df425018) ![Check-in/Check-out time shows incorrect ](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MKo5oBlql4RAFpWcJTY%2F-MKoDoYMSel3EG2nUAPt%2FScreenshot_20201022-163341_Biz%20Analyst.jpg?alt=media\&token=d7c77f31-c533-4dce-a0b7-b6df8495b485) **Kindly follow the below steps:-** **Step 1**- Open **Biz Analyst Desktop** **Application** **Step 2**- Click on **Edit**(Beside the company name) **Step 3**- Check **Timezone** (make sure you selected **Asia/Kolkata**) ![Click on EDIT](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MKo5oBlql4RAFpWcJTY%2F-MKoJrp7LvUy8kOsKprd%2FScreenshot%202020-10-29%20165201.png?alt=media\&token=1317ae5e-b42c-4540-8221-58a2e0a54c43) ![Timezone - Asia/Kolkata ](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MKo5oBlql4RAFpWcJTY%2F-MKoJzLn0QwlDWTff_Yw%2FScreenshot%202020-10-29%20165226.png?alt=media\&token=799f1bbc-403e-4100-8aed-c2a9d9dadf34) # How to check sales teams location and meeting logs This will get the GPS location of the app user at that point in time and also log the amount of time spent at the customer. ## Kindly find the below steps **to view the sales team location**: **Step 1:** Click on sales team and then click on **Team check-in Report**. **Step 2:** When click on team check-in report then can able to check the **meeting logs** **Step 3:** open any meeting log you can track the location as well as you can check the notes which user has create the activity, For eg: data entry which user has created or any notes about party **Step 4:** when customer will open any meeting log he can able to check the **GPS location of user** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2F292bc924VvRLjl3VMUNX%2Fezgif.com-gif-maker%20\(1\).gif?alt=media\&token=1a363223-dd3c-496b-8367-b43fa5944350) # Follow up Reminders To set followup reminders for your customers follow the below steps {% embed url="" %} To set follow up reminders for your customers follow the below steps, **Step 1:** Click on Party option which is on dashboard and then select Party name **Step 2:** Click on **Set Follow up (+)** **Step 3:** Enter Title , Set follow up Date and Time and the owner of that meeting **Step 4:** Save. **Step 5:** To view all follow up list go to **Sales Team** tab **Step 6:** Select **Follow up** option **Step 7:** There you will find all the list of meetings scheduled, You can also filter it by Sales person. **Step 8:** Done. **Note**: You will get a reminder notification of your scheduled meeting on the respective date and time. # Ledger Report **Check the below steps to share the Ledger Report.** **Step 1:** Click on reports option **Step 2:** Click on Ledger Report **Step 3:** Select the Ledger and click on share icon **Step 4:** Select the share option, you can see the preview and share the same by clicking on share PDF. **Check the below GIF:** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2FKxBLdLZxGa6yMNdcqKkj%2Fezgif.com-gif-maker%20\(1\).gif?alt=media\&token=e61cedd9-2a7b-426f-b6c6-442cd48ecbb9) # Inactive Items It show the list of items that inactive since selected time period. By default that time period is 30 days. {% embed url="" %} Refer to this video link : [Inactive Items](https://youtu.be/2KsZqNfifSM) to understand in more detail. **Step 1:** Click on Reports > Inactive Items ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-9ohOB9flyu3oYCzr2%2F-M-9p-gf2rGfe21t3V8V%2Finactiveitem1.gif?alt=media\&token=d93eeba0-f61e-4006-b6cd-60d87505c2b7) **Step 2:** Click on Reports > Inactive Items > Sort > Select Accordingly. You can sort the inactive item by Name, Amount , Date ,Quantity as shown below: ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-9ohOB9flyu3oYCzr2%2F-M-9rmJPKxDwVwkKbleg%2FSort%20GIF.gif?alt=media\&token=48a6b1d0-f984-47ed-9e91-e09a47ab0c88) **Step 3:** Click on Reports > Inactive Items > In Stock , Not in Stock , Negative Stock, Below Re-Order Level. You can also sort Inactive Items as In Stock , Not in Stock , Negative Stock , Below Re-Order Level As shown Below: ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-9ubLjL8RqRZOoTYuN%2F-M-9wlNI5IGNrbtUE3u0%2Finstockvise%20gif.gif?alt=media\&token=68f75567-c024-41bd-8022-584c99d3e8cd) **Step 4:** Click on Reports > Inactive Items > Select Days. You can also filter Inactive Items according to days as shown below : ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-9ubLjL8RqRZOoTYuN%2F-M-9yfZBq7zDoYdqDtcM%2Ffilter-by-day%20gif.gif?alt=media\&token=509dfc64-1a96-447c-9c7e-9f14a654eff7) # Inventory Analysis # Stock Value # By Stock group, stock category, go-down If you want to check **Inventory Analysis stock value** steps are below : **Step:** Click on Item > Inventory Analysis stock value ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-IoxLGeOCX53zeEBBN%2F-M-IpPaljlshHlj2pHn_%2Fimage.png?alt=media\&token=bcc0e616-33b3-4e60-a7fa-e9630137698c) If you want to check **Inventory Analysis by stock groups** **Step:** Click on Item > Groups ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-IoxLGeOCX53zeEBBN%2F-M-IwKCUE31cEiW9y6ll%2Fstock-by-group%20gif.gif?alt=media\&token=3034fa45-5991-43fc-902a-c5591f82f127) If you want to check **Inventory Analysis by Stock Category** **Step :** Click on Item > Stock Category ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-IoxLGeOCX53zeEBBN%2F-M-IyNgidiXG228_BwR6%2FStockbyCategory%20gif.gif?alt=media\&token=61f85e6a-2944-4056-943b-b3775951cc0e) **If you want to check Inventory Analysis by Stock Go-down** **Step :** Click on Item > Go-down ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-IoxLGeOCX53zeEBBN%2F-M-J1nkb-Jam92pH8ix6%2FGodown%20gif.gif?alt=media\&token=1ef38c56-b7b5-4208-a10e-a22f9782ef17) # View tax details of an item ### Follow below mentioned steps: **Step 1:** Go to dashboard ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3L-Z_sT4_rXN0z47xw%2F-M3LKI94ilWoPfTY7kLh%2FScreenshot_2020-03-26-15-36-27-60.png?alt=media\&token=e4e71e6c-d700-494d-b9b7-56b5d23012cd) **Step 2:** Click on Item(beside Party option) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3L-Z_sT4_rXN0z47xw%2F-M3LMHW0-4cq5PQrh3gd%2FScreenshot_2020-03-26-15-13-40-63.png?alt=media\&token=d1c4fd7a-a270-403a-85ec-5e4dd68099d7) **Step 3:** Select the particular item(you can also select the item from group and category as well) and Click on Tax Details(reflect on bottom of the page) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3L-Z_sT4_rXN0z47xw%2F-M3LN-Ui29lR9w3KpjMy%2FScreenshot_2020-03-26-15-14-08-10.png?alt=media\&token=3aa7a14c-f4be-496a-9339-ffa5649dd8c9) **Step 4:** Check tax Details as below ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3L-Z_sT4_rXN0z47xw%2F-M3LNY2igJsDGq6kSTIM%2FScreenshot_2020-03-26-15-14-15-38.png?alt=media\&token=60bdb423-e8cb-4354-b6c5-5b14d3c2ab9c) # View Item price list ### First create Item price list in tally. For creating Item Price List in tally follow the below steps, 1. On gateway of tally F11 > F2> Under Sales Management option Enable **Use multiple price level** -> **Yes** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3KhxvWA-jFCYZGyjwB%2F-M3KijMgFTLeMxmvTVgu%2Fimage.png?alt=media\&token=55676190-00f1-4d4d-a377-4c8d70f59383) 2\. On company price level screen> Create price level & save the screen. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3KlNJ3I9V3QXjfDZJl%2F-M3KlPr_8Zp0-cLIDUqr%2Fimage.png?alt=media\&token=599396ba-f91f-4f6a-805b-12a885c2f09d) 3\. To maintain price list go to the gateway of tally> Inventory info> Price list> Stock groups. 4\. Select stock group name> Select price level> And select applicable from date. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3KlNJ3I9V3QXjfDZJl%2F-M3Klnn3m6fFLtTdnMly%2Fimage.png?alt=media\&token=7898e7f7-4892-47ce-acce-49ee2dffdc57) 5\. After this select the item and maintain price as per the account books. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3KlNJ3I9V3QXjfDZJl%2F-M3Klv5azxylmW95ag6G%2Fimage.png?alt=media\&token=1b3d86a4-a8a2-4e7c-8dfd-4527f95942ab) ### Now, How to check item price list in Biz Analyst mobile application? **Step:** Go to Item tab > Select particular item > then select **Price List** option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5asgSaeDT2CLe88M5H%2F-M5atRcWZA_hp4GIRMp1%2Fimage.png?alt=media\&token=64618438-f5fd-4095-acf2-f7c4c8ab61ec) # View reorder level for stock items ### How to check reorder level in tally? **Step 1:** On gateway of tally go to the inventory info> Reorder levels> Select the stock item ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3fIhQd3-VIWK5lzhnZ%2F-M3fJU3nRVxATBu0v0cA%2Fimage.png?alt=media\&token=f02c5aa0-41e1-4bd9-b7c7-d28ad4aec827) **Step 2:** As shown in above picture maintain reorder details for stock item. ### How to check reorder level in Biz Analyst application? **Step:** Go to Item tab > Select an item > there below avg purchase rate you will find **Re-order level of an item** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M3jz9SUOb_SfkMnpTGl%2F-M3k-vRjEr7kIXlN2AAT%2Fimage.png?alt=media\&token=8edf1436-7b0c-4d03-9a52-e31aab44842e) # Customer Summary {% embed url="" %} **Step 1:** Click on Party > Summary You will get the overview of everything sales, receipt, receivable, pending sales order, pending purchase order and many more. **Step 2:** On top right side there are two option : * It will show your customer Info * Ledger reports of a particular party ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-J_c8tqL7PVCrN66uD%2F-M-Jiys04V0cJAcyGrF0%2Fsummary-overveiw%20gif.gif?alt=media\&token=69504f27-ecd9-47d6-83a4-486f20318e73) **You can also check sold summary** **Click on Party > Select Party Name > Sold** 1. In sold you can see all summary of you customer 2. You can Filter it by Date,Name and Quantity 3. You can also check ledger report and customer information 4. You can also share summary and ledger reports ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-J_c8tqL7PVCrN66uD%2F-M-K9QHuyKq1pzHOoaSc%2FSummarysoldgif.gif?alt=media\&token=05f53155-753c-4215-b8bd-5d7769342a46) **Click on Party > Select Party Name > Purchase** 1. In purchase you can see all summary of your customer 2. You can Filter it by Date,Name and Quantity 3. You can also check ledger report and customer information 4. You can also share summary and ledger reports ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-J_c8tqL7PVCrN66uD%2F-M-KDeIqHU-etJbHSd6A%2Fpurchase-sumarrygif.gif?alt=media\&token=493d04f9-8cc1-4151-947c-60126db334ba) **If you want Summary of your customer in sales** **Click on Party > Summary > Sales** * You can see your customer details * You can custom date according to your requirement * You can check ledger report of your customer * You can share summary and ledger report of your customer ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-O1L0gxQu_fZE0hQny%2FSummary-salesgif.gif?alt=media\&token=5544f560-2a9e-492a-8ded-54f7135fed67) **If you want Summary of your customer in Receipt** **Click on Party > Summary > Receipt** * You can see your customer details * You can custom date according to your requirement * You can check ledger report of your customer * You can share summary and ledger report of your customer ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-O6xEjuYnSInASioHN%2Fsummaryreceiptgif.gif?alt=media\&token=13a29c0d-f36b-494c-8196-0028c22b72ed) **If you want Summary of your customer in Receivable** **Click on Party > Summary > Receivable** * You can filter receivable reports of your customer in due days and amount * You can check the reports according to due date or custom the date * You can see you customer details * You can check your customer ledger reports * You can also share Receivable reports and ledger reports ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-OHx5IzePgfP6kHEPb%2Freceivable-summarygif.gif?alt=media\&token=6d74e82c-ef64-4fea-a6c2-dda8a8c9ca4a) **If you want to check pending sales order or pending purchase order** **Click on Party > Summary > Pending sales order / Pending purchase order** * You can also Find Data entry feature below the screen and data entry feature explanation is given in this ( [link](https://app.gitbook.com/@bizanalyst/s/docs/manual/features/check-in-check-out/check-in-check-out-with-gps-location-for-sales-team) ) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-O-qKPYWmIHrFdBZMi%2F-M-OKpvKxiLHuBGTrl8Y%2Fpending-sales-purchasegif.gif?alt=media\&token=28094f31-713f-473e-8184-fdb0aeeb9f0c) # Daybook {% embed url="" %} **Step 1:** At the bottom of the dashboard screen, click on the **Reports** icon. **Step 2:** You will see a list of reports. Click on the **Day Book** report. **Step 3:** All transactions of the current day are shown. If no transactions are entered in Tally then no data is shown[
](https://docs.bizanalyst.in/images/android/daybook_icon.png) ![\*gif\* video of day book in mobile application.](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-K6CB8ELvTIPVYqTeN%2F-M-K9nRZDv5HSwF0q2Tz%2Fsuman%209.gif?alt=media\&token=97e9bb0d-c103-49d9-ab03-27d7437f9772) # Change Daybook period **Step 1:** Click on the daybook period icon. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4TnQ0q9urWxPjLJXqk%2F-M4ToT2iRp0VFfribhK0%2Fimage.png?alt=media\&token=7293d49c-9a4b-49f7-8a8c-d5e9dc4a5d33) **Step 2:** Then select the appropriate period for which you want to see the daybook. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4TnQ0q9urWxPjLJXqk%2F-M4Toa6B0cBHw3NGS0Ei%2Fimage.png?alt=media\&token=a61926a5-a44c-4882-bb4e-b6f04f8229c2) # Select Voucher types in Daybook **Step 1:** Click on the voucher type icon. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4TnQ0q9urWxPjLJXqk%2F-M4Tot1v_ld2g-ZYxV8E%2Fimage.png?alt=media\&token=1ce5562e-cdca-4e6d-b828-a58c30ab1b2b) **Step 2:** By default, all voucher types are selected. Click on **All Voucher Types** to deselect. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4TnQ0q9urWxPjLJXqk%2F-M4Tp-v2laQD48-af2yO%2Fimage.png?alt=media\&token=2459b1f1-5708-4791-9b37-1e8df9451541) **Step 3:** Then select the required voucher types. Then click on **SUBMIT**. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4TnQ0q9urWxPjLJXqk%2F-M4Tp7PSAVh-qMeKdMcQ%2Fimage.png?alt=media\&token=89c7a198-fb3e-4ea0-a2b5-ab4afad01fbd) **Step 4 :** Now you can see only the selected Voucher Types in the day book[
](https://docs.bizanalyst.in/images/android/daybook_voucher_type.png) ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4TnQ0q9urWxPjLJXqk%2F-M4TpHD8bZEUkuiBuvUK%2Fimage.png?alt=media\&token=8b1faabe-d7ff-4e4f-99fa-a05893b11e10) # Top Report {% embed url="" %} #### Feature Explanation Step by Step : 1. On dashboard you have to select reports option > Click on Top Report. 2. You can see the top report of customers / suppliers / items sold by value / items purchased by value / items sold by quantity / items purchased by quantity. 3. You can see the report of top 5 / 10 / 30 ....etc or all customers. 4. Same report can be filter by date / month / year wise. 5. Report can also be shared. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-IhnUQquCcKcmf0K2-%2F-M-Jol4-Y0zHoTBkAb1c%2Ftop-report-summary.gif?alt=media\&token=641d5947-6daa-4c4b-b1c9-7b1c9001e5a4) * Go into a particular customer and you can find a ledger report of it. * Customer information is available (eg. Name, Group, Email, Phone Etc) * Filter by date / month or year wise. * Also have an option of ledger report and the same can be shared. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M-IhnUQquCcKcmf0K2-%2F-M-K8nBx8xrxVfbssjNI%2Ftop-report-summary-2.gif?alt=media\&token=014969e8-1779-4638-bf80-51474e399b14) # Settings Where to find settings option: ## 1. Android phone/Ipad On dashboard screen top left there's 3 horizontal lines > Click on There you will find **Settings** option. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7IA1eygQeT_9v8yE0%2F-Lb7IV563eZ91OvErQqm%2Fsettings.jpg?alt=media\&token=1cef4230-1b8e-4ad6-93df-1d91ccbe2e68) ## 2. I Phone /IPad On dashboard screen beside report you will get an option of More > Click on it There you will find **Setting** option. # Currency **Default Currency** : Here you can set up default currency for the application from the list of currencies available. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5S5JsFsjy6Gll3rJLB%2F-M5S7ORtAAbbZ7wBKKYi%2FIMG_20200421_194947.jpg?alt=media\&token=2c7d01ab-48f2-4747-ac37-057dc3bb6bc1) **Currency Format :** Here you can set currency format as A. Indian(Crores, Lakhs) B. International (Billion,Million).Click on save. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5S8dcvR6FC4boU0y7T%2F-M5S8imql-29R_LSuRg2%2FIMG_20200421_195034.jpg?alt=media\&token=31e1dd76-9090-4fb5-bf52-fa0ee15b2d8d) Amount In Decimal : If you are maintaining figures in decimal in your Tally and want to see the same in Biz Analyst application then enable this option. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5S8dcvR6FC4boU0y7T%2F-M5S8nec0YuCQjqw8GVR%2FIMG_20200421_195059.jpg?alt=media\&token=f5e26b98-f1d7-42ac-a325-5838d2f5022a) # All amounts to be displayed in decimal Follow the below steps to see amount in decimal format : 1. Go to settings 2. Click on currency 3. Enable the "Amount in decimal" Option ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5_ImIhJJiswSD94Ddp%2F-M5_Oxfn26h2QPu6W_KA%2FScreenrecorder-2020-04-23-10-13.gif?alt=media\&token=7cb6b55e-b70a-4156-ad6a-fbdbf3b8759f) # Invoice Below are the settings for Invoice: ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7KSgr9tKyyAaLvFRV%2F-Lb7MWOR5gt0EFmDxWl_%2Fconfig%20invoice%20share.jpg?alt=media\&token=7bc25402-9488-49ef-b74c-7e796ef0cc28) ### 1. Include Batches: On selection of this it shows Batch No. and Godown for each item. If while taking print outs invoices are getting extended on next page > disable this option to get the invoice on same page. ### 2. Show GST%: On selection of this it includes GST % column while sharing your invoice. ### 3. Include Narration: On selection of this, it shows the voucher narrations in the invoice. ### 4. Declaration: It gives you an option to configure the declaration to be shown in your invoice. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7KSgr9tKyyAaLvFRV%2F-Lb7M_29iLNEqBmL8Psl%2Fdeclaration.jpg?alt=media\&token=3c74a79e-68b1-4dce-b8e4-ecebbd4cfb38) ### 5. Add Bank Account: It gives you an option to include your bank details and these details to be shown on the invoices you will share through app. By default NO will be selected Below that you'll get list of bank accounts you are active on > you can select any one of them. ### 6. Header: It's a header option which is displayed on top of the invoice. You can select this option to edit the header that appears on top when the invoice is shared. ### 7. Invoice Signature: Here you can upload the signature to be attached in PDF invoice. Select signature (Image) from your mobile gallery and upload it here. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7KSgr9tKyyAaLvFRV%2F-Lb7Meh8E3BDGLMuk1aN%2Fsignature%20image.jpg?alt=media\&token=ae7f50ba-abf2-4a2d-9631-00d395021dd9) #### 8. Company Logo: Here you get the option to upload the logo of the company ( available only for Android phone till now). When you click on this tab > you get an option to select Logo (picture) from mobile gallery, ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7KSgr9tKyyAaLvFRV%2F-Lb7Mhyg4xL603WXCBQ5%2Flogo.jpg?alt=media\&token=7fc3d445-3d4d-4e2b-b961-cd7a9a2d7efb) # How to add consignee details while sharing bills To add consignee details follow the below steps : **Step 1:** Go to **Settings** **Step 2:** Click on S**hare** **Step 3:** Select I**nvoice** option **Step 4:** Scroll down and enable **Include Consignee Address** option and then share invoice. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5_FHYuiizoIa0_N7Ac%2F-M5_FhhZv4477t-UgcVi%2FScreenrecorder-2020-04-20-19-25.gif?alt=media\&token=7809945a-e4e5-4acd-a900-eee8c57f5514) # How to add part no. in invoice? **Step 1:** Select Menu **Step 2:** Click on settings **Step 3:** Click on share **Step 4:** Select "Invoice" then **Enable Part no.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5vQ8J6-jqTc-_7B_5Q%2F-M5vcVH-v39dx7ce5z7-%2FHow-to-add-part-no.gif?alt=media\&token=8b3ea9b7-5a11-4af4-bbbb-c645ac0dfc5f) # Add GST column while sharing invoice **Steps for adding GST Column in Invoice :** **Step 1:** Select Menu **Step 2:** Select Settings **Step 3:** Click on Share **Step 4:** Select Invoice **Step 5:** Enable Show GST % ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M659Eh4D-1GCLrL1fIx%2F-M68ddxOIjQfOHw6pn8c%2FI-want-the-GST-column-while-sharing-invoice.gif?alt=media\&token=9dc3681a-35fa-4a98-8b76-160865d62201) # How to add item description while sharing bills ## Steps to be followed: **Step 1:** Open Biz Analyst Application. **Step 2:** Go to sales. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5GjkRWEuMOyBg43pAA%2F-M5GktOskuRbSLF64sE_%2Fdes%201.png?alt=media\&token=38b67c7c-4580-4d7c-8ef6-22277ec278a5) **Step 3:** Select ledger ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5GjkRWEuMOyBg43pAA%2F-M5GmDHWUB2Ojm4pUmRh%2Fdes%202.png?alt=media\&token=d5441a64-ac94-493b-b208-b0c1d060ef5d) **Step 4:** Select bill ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5GjkRWEuMOyBg43pAA%2F-M5GnmL6Wh7hrdXkddC5%2Fdes%204.png?alt=media\&token=e7870848-b7df-4518-9b88-59f4c71773b4) **Step 6:** Go to setting option. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5GjkRWEuMOyBg43pAA%2F-M5GoSmJim40Fs9Y4nFX%2Fdes%205.png?alt=media\&token=8c56d183-d422-4744-989b-85326f72492e) **Step 6:** Scroll the screen and enable **show item description** option. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5GjkRWEuMOyBg43pAA%2F-M5GpRPdpO1BBWEGiBTV%2Fdes%206.png?alt=media\&token=3046a4dc-d493-4eda-8f74-525bab57e738) **Step 7:** Done. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M5GjkRWEuMOyBg43pAA%2F-M5GrR1CgoKeRs-0g887%2Fdes%207.png?alt=media\&token=590b73df-85cc-41dd-b0b7-6158c99e0596) # How to add Custom Logo and Signature for Invoices ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MBDBlul5amr7Md6lTzw%2F-MBDCw4UU5nTjpp_0X90%2FHow-to-Add-Logo-and-signature.gif?alt=media\&token=dd8e9161-6563-460d-9613-1f70c9edc764) * Logo and Signature have to be set separately for each company and can be only added/updated by the admin of the company. * This feature is currently available on Android devices only and will be released on iOS soon. # Outstanding Share Settings This option enables you to configure Outstanding report. **Check the below steps to customize the Outstanding Report.** **Step 1:** Click on the More (3 Horizontal lines) Option from Dashboard. **Step 2:** Click on Settings. **Step 3:** Click on Share. **Step 4:** Click on Outstanding. **Step 5:** Find the Below Options, **A) Columns to Share:** Select fields you would like to send while sharing Oustanding. **B)** **Message To Share:** Customise the message you would like to send while sharing Oustanding. **C)** **Add E-mail Addresses in CC for Multi-Reminders:** Enable to add your email address in CC in the Multiple Outstanding Receivable Reminder emails **D)** **Include on Account Bills:** Include On Account Bills: Enable to share the Outstanding Report with On Accounts bill by the party. **E)** **Include All Bills:** Enable to share the Oustanding Report with bills by the party. **Check the below GIF:** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2FQoKIM4YZdx1ur9IPrrXw%2Fezgif.com-gif-maker.gif?alt=media\&token=2f5f6621-949e-442d-a5c0-d7414c7347d1) # How can I change the aging configuration for outstandings? **Steps for how to change ageing configuration:** **Step 1:** Select "Menu" option **Step 2:** Select "Settings" **Step 3:** Click on "Outstanding" **Step 4:** Select "Ageing Configuration" **Step 5:** Select "Days From- To" **Step 6:** Select "Save" ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M68eR6njCWLTIHx4WO6%2F-M68edXz7Nh9ZaXcb3m-%2FChanging-Ageing-configuration-for-Outstanding.gif?alt=media\&token=c334003b-13fe-4649-8a6c-82a26ae62bcc) # Share Settings **Below are the options available which you can include while sharing details with customers.** ### **1. Item:** Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Item **Customise your item report that you can share.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2F8L48mNoB9ihazN03sKQN%2Fezgif.com-gif-maker.gif?alt=media\&token=6308a82f-fa1d-49dd-ae64-5af272858b7f) ### **2. Regards Message:** Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Regards Message **Customise the complimentary close message you want to send with your e-mails & SMS's** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2FTv9nMiGsl6WQhtQwIafN%2FWhatsApp%20Image%202021-10-22%20at%205.08.41%20PM%20\(1\).jpeg?alt=media\&token=7cb6cde3-97b2-47e8-aad8-b4f7f2b3e477) ### **3. Share Bank Details:** Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Share Bank Details. **Enable to share the bank account details you want to receive payments into with your customers.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2Fb9Ot3idMpH9mDiupTWNE%2F89.jpeg?alt=media\&token=69b6dba7-ba74-40b4-9308-4d30cb65a09c) ### 4. PDF review: Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> PDF review. **On selection, you get an option that allows you to preview PDF before sharing it with the party.** **You can enable or disable it with a tick mark.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2Fl6S8K7tuYJsyA7XQlarl%2F99.jpeg?alt=media\&token=7c46b201-2800-4ea4-9d30-9e78d7cfb89d) ### 5. Remove Biz Analyst Footer: Click on the More (3 Horizontal lines) Option from Dashboard -> Settings -> Share -> Remove Biz Analyst Footer. **Removes the "Sent through the Biz Analyst App" message from the bottom of all your shared communications.** ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LLk7br3Yi6QanniF9kY%2Fuploads%2FZItGClD9Ck9mVXI6b7ki%2F77.jpeg?alt=media\&token=6176530a-175c-49eb-9736-f739e779810c) # Notification You get an option to configure your daily notification. Below are the options available: ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7KSgr9tKyyAaLvFRV%2F-Lb7M47-utjGdPuk5PrS%2Fnotification.jpg?alt=media\&token=982192a8-e45b-4185-91c0-e587ac8e5c0a) ### 1. Bill Over Due: Enables you to get daily reminder of outstanding bills due today. You can enable or disable this option by tick mark. ### 2. Summary: Notification of summary will be shown: Below are the sub-options available: #### A. Never - Notification will never be shown #### B. Same Day - Current day's summary at the end of the day. #### C. Next Day - Today's summary will be shown tomorrow morning. # Ledger Report Here you get an option to configure while sharing ledger reports. Below are the options available: ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7KSgr9tKyyAaLvFRV%2F-Lb7M9ym8z4ezgfy3s05%2Fledger%20report%20share.jpg?alt=media\&token=a154de7a-f193-43e8-aa69-8c621f21f9b0) ### 1. Include Narration: If you enable this option, it shows the narration for each voucher. ### 2. Show Shipped By: On selection of this option, it adds the shipped by column while sharing invoice. ### 3. Show Ship Document Number: On selection of this option, it adds the Ship Document number column while sharing your invoice. # Add 'shipped by' details in the ledger report. Kindly find the below steps with GIF :- **Step 1: C**lick on **Reports** tab **Step 2:** click on **Ledger Reports** **Step 3:** Select particular Ledger **Step 4:** Click on **Setting**(Top right corner) **Step 5:** Enable "**Show Shipped by"** option and share report ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M4IU2nZDzVjl2aOmtS7%2F-M4IX6ZUYt-3I03mumGf%2F20200404-161412.gif?alt=media\&token=f67bcb71-0a30-4af6-8504-1a59771c5794) ![While sharing invoice Shipped by column will be add](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M44LhH5_NTarSnGuzXv%2F-M44PgJDR_fimvfkdvDT%2F20200404_161412.mp4?alt=media\&token=8d36909b-c9a6-4aa2-871e-ed345c6e6275) # Stock Item It enables you to configure your stock item. You can select any of the below filter to select as default filter for stock item * [ ] Show All * [ ] In Stock * [ ] Not in Stock * [ ] Negative Stock * [ ] Below reorder level. # I want closing stock item amount while sharing report ## Steps to be followed : **Step 1:** Open Biz Analyst Mobile Application **Step 2:** Go to Item screen **Step 3:** Click on 3 dots top right corner **Step 4:** Go to Settings **Step 5:** In settings you will find option as "**Show Stock Amount**" **Enable** the option to get closing stock amount while sharing. **Step 6:** Done.Now you can share stock item reports with closing stock value. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-M68h7gnNgTngd4y4rMo%2F-M68hoKf6GgQLmLm9w0Z%2FI-want-my-closing-stock-item-amount-while-sharing-the-report.gif?alt=media\&token=019473e6-891e-4c89-a9b6-a54522fcbe2b) # Default Screen You can choose the default screen to open while opening this app: * [ ] Below are the Screen options available: * [ ] Dashboard * [ ] Party * [ ] Item * [ ] Reports * [ ] More (for iOS devices) # Date settings It helps you to choose select the default period or customize it. Below are the two options available: * [ ] Default date: Select the default date period to be shown on the dashboard: * [ ] Today * [ ] Yesterday * [ ] This Week * [ ] This Month * [ ] Last Month * [ ] This Quarter * [ ] This Year * [ ] Last Year * [ ] Financial Year : Select the default financial year of your company: * [ ] April - March * [ ] January - December * [ ] February - January * [ ] March - February * [ ] April - March * [ ] May - April * [ ] June - May * [ ] July - June * [ ] August - July * [ ] September - August * [ ] October - September * [ ] November - October * [ ] December - November # Data Entry It enables you to make changes to Data Entry : ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-MBD9LYwH34CEwDqiUME%2F-MBDBcj6MyVi6E8YCZ3D%2FData%20Entry%20\(1\).gif?alt=media\&token=7712e2d1-fc6b-4fdc-8199-8000b9afe5d5) ### 1. Email : It helps you to configure email on which information to be sent while entering Sales Order / Purchase Order / Quotation / Receipt(general receipt) Under this, you have to enter an email address - click on add - and submit by clicking on Right Mark. ![](https://4143609165-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LLk7br3Yi6QanniF9kY%2F-Lb7KSgr9tKyyAaLvFRV%2F-Lb7MHCJ2SXI7ztCQF6C%2Femail%20config.jpg?alt=media\&token=62ebe46f-61a2-4950-bdf1-9270b84c76cd) ### 2. Location : It helps you to enable location tracking on sales order and purchase order entry. If you check this option in order to enable it. --- [Next Page](https://help.bizanalyst.in/biz-analyst-manual/llms-full.txt/1)