Android / IOS

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

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

How to Add User?

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

How to add Custom Logo and Signature for Invoices

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

How to change partner code?

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

Autonumbering of vouchers whiles creating data entries

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

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

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

Yes!

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

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

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

Yes.

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

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

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

Std Price is the MRP / Selling Price of the product

Std Cost is the Purchase price of the product

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

Does Outstanding include post-dated cheques?

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

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

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

What happens if I logout on Android / IOS?

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

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

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

How much memory will your app consume?

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

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

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

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

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

How much internet will my phone consume?

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

Can I see LR No. in my invoice?

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

I do not get any notification on my Iphone?

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

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

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