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

January 2019 Product Updates

PreviousMonthly UpdatesNextBiz Analyst Referral Program

Last updated 5 years ago

New Features

Custom Logo and Signature for Invoices

  • We are very excited to bring one of the most requested feature where you can set a custom logo and signature while sharing invoices from Biz Analyst.

  • Logo and Signature has 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.

Export Outstanding List with Bills

  • While sharing list of outstanding receivables or payables as PDF, you could view the name of the party and the outstanding amount. Now, you can enable a setting to export the outstanding list of customers along with the outstanding bills for each customer.

Sales Analysis By Ledger

  • In Biz Analyst, when you click on Sales on dashboard, you see the list of all the customers and their corresponding sale. By clicking on Group By option below the data, you can view your sales by other options like:

    • Bills - View Bill wise sales

    • Ledger Group - To view your sales by ledger groups in a hierarchical format like in Tally.

    • Stock Item - View your sales by stock item and identify the items that are sold most/least, etc

    • Stock Group - View your sales by stock group

    • Cost Centre - Sales by cost centre.

  • Let's say you have grouped by Stock Item and you click on the stock item that is sold most. In the next screen, you will see all the customers to whom you have sold that stock item.

  • If you wan't do further analysis, you can click on Group By again and select ledger group or anything else thus enabling multi-dimensional sales analysis.

  • However, previously when you selected a ledger in the sales screen, it would show you the list of all bills for that ledger in the next screen. But you would not be able to see all the stock items that you would have sold to the selected ledger. In this release, we have enabled that option for you.

Post Dated Vouchers

  • If you have created a receipt or payment entry as post-dated in Tally, you can now see a tag called 'Post-dated' in the Receipt and Payment list screen.

  • Additionally, while checking the outstanding of a party, you will also be able to see all the post-dated vouchers for that party.

Ledger Group wise Summary in Receipts and Payments

  • When you view all your receipts and payments by ledger group (Payments -> Group By -> Ledger Group), you will now be able to see the totals of each group and drill down in each group similar to sales analysis.

Security Updates

  1. New Device Login Notification

    • Now, when you sign-in from a new mobile device, you will receive and email with the details of the device from which you logged in.

    • This will ensure that you are notified about the devices that are using Biz Analyst.

  2. Notification to email set in Tally on new setup

    • When you sign in to the desktop application and add the company for the first time, you will receive an email to the email address that is connected to your tally license.

    • This will give you an added level of security where you will be always notified about who is syncing data from your Tally license.

  3. Email to admin on logout from desktop app

    • When you logout from the desktop app, you will receive an email about the same. If you logout from the desktop app, Biz Analyst will no longer sync your data to your mobile.

Performance Improvements

Sync data from specified date when having multiple years of data

We strongly recommend using this feature if you have multiple years of data in your Tally.

Let's say you have 4 years of data in Tally for a single company and you have not split your company. With the latest release of our desktop app (2.5.1), you can now set the start year of your company as shown in the below image.

Benefits:

  • Less storage space on your mobile

  • Reduces the load on your Tally

  • Faster sync times.

Warning for poor hardware configuration

Biz Analyst recommends minimum 4 GB RAM for the sync to happen effectively. Now you will see a warning sign for the same. To alleviate the slowness in the system here are some solutions you can try:

  • Reduce the sync frequency in Biz Analyst desktop app by clicking on Settings on the left side bar and change the sync frequency as per your requirements.

  • RAMs have become very cheap now, so upgrading to 4GB RAM would help a lot of modern applications on your desktop. Modern mobile phones now have more than 6GB RAM.

  • If your Tally company has a large number of vouchers, considering using SSD instead of standard SATA hard drive. Since Tally's data is stored on local disk, SSD can help improve your Tally speed drastically.

Warning while opening same company in Tally from another folder

  • In Tally, the company's name is unique. So, when you sync a company with Biz Analyst, we search the company's name in Tally. However, this can cause problems under some scenarios.

  • Let's say you open a backup of an older date in Tally, Biz Analyst will get the same company name and may end up syncing data thus causing mismatch of data on mobile phone.

  • Or for example, you have split your company and have kept the same name for old and new company. Now, if you open the old year's company in Tally, then it can cause data mismatch on your mobile phone.

  • Now, we will show you a warning dialog whenever you open a company from another folder and ask you to resync the data to ensure that there is no data mismatch.

We strongly recommend you to use a different name for each company in Tally. If you have split your company, then use a suffix like 2017-19 after the company name to uniquely identify each company.

New Features
Custom Logo and Signature for Invoices
Exporting Outstanding List with Bill
Sales Analysis By Ledger
Post Dated Vouchers
Ledger Group Wise Summary in Receipts and Payments
Security Updates
New Device Login Notification
Notification to email set in your Tally on new Setup
Email to the admin on logout from desktop app
Performance Improvements
Sync data from a specified date when having multiple years of data
Warning while opening the same company in Tally from a different folder
Warning for poor hardware configuration
Set the year from which sync should start