Scenario 1: Add company query

Step 1.1:  A new company can be added from the Desktop app to get the data view in the mobile app. For adding companies, they get access to the system of customers.

Step 1.2: Open the companies that want to add in the tally with ODBC port number.

Step 1.3: Go to the Desktop app and click on Add Company. If the company is new in tally and not added in the desktop app then those companies will show in the Add company screen of the desktop app.

Step 1.4: Click on the company and add it and the desktop app will restart.

Step 1.5 : If customers want to add more companies then they can click on Add More and not Done so that they can add other companies and at the end, they can restart the Desktop once only and not every time.
( Note: We can add companies one by one and not multiple at once. )

> If resolved

>Disposition: Desktop Troubleshooting - Add/Delete Company 

Scenario 2: Delete company query

Step 2.1: Open Biz Analyst Desktop application

Step 2.2: Select My Companies

Step 2.3: Click on Edit(Beside the company name)

Step 2.4: Click on Additional Settings and Scroll Down

Step 2.5: Delete Company

> If resolved

>Disposition: Desktop Troubleshooting - Add/Delete Company 

Step 1:  A SPLIT company can be added from the Desktop app to get the data view in the mobile app. For adding companies, they get access to the system of customers.

Step 2: Open the companies that want to add in the tally with ODBC port number.

Step 3: Go to the Desktop app and click on Add Company. If the company is new in tally and not added in the desktop app then those companies will show in the Add company screen of the desktop app.

Step 4: Click on the company and add it and the desktop app will restart.

Step 5 : If customers want to add more companies then they can click on Add More and not Done so that they can add other companies and at the end, they can restart the Desktop once only and not every time.
( Note: We can add companies one by one and not multiple at once. )

> If resolved

>Disposition: Desktop Troubleshooting - Adding split company 

Step1: Check the time zone of the desktop application and the user system date time.

Step 2: If data is syncing from 2 systems or restored then resync the data

Step 3: if the voucher is deleted on the current day .check for the deleted setting if admin access is disabled then it will delete 60 minutes and if admin access is enabled the entry will be deleted within 24 hours

Step 4: To check admin access on desktop app> settings> additional settings> in tally permission > Don't have admin access  

Step 5: If do not have admin access is disabled then it will be deleted in 60 min,if it is enabled it will delete in 300 days. 

Step 6: if an entry is deleted in the past and admin access is enabled ..it will be deleted within 300 days 

Step 6: if the entry is before 300 days we can change the deleted sync frequency time to 0.01 and run sync.

Step 7: Even after doing these troubleshooting and entry is not getting deleted, alter one voucher in the tally and set deleted time to 0.01 and check the logs.

> If resolved :

Disposition: Desktop Troubleshooting - Voucher Not Deleted/Edit  

Step 1: Enter your Email id and click on the Forgot Password link

Step 2: Click on the send reset link

Step 3: You will get a pop-up message stating "We have emailed you a password reset link

Step 4: You will get the Change reset password link on your registered Email id. From there you can reset your password.

Step 5: Enter a new password and then confirm your new password. It will be updated successfully

Step 6: Login in on your mobile app with the new password.

>Disposition > If resolved Desktop Trouble shooting - Desktop_app_setup  

Scenario 1: Customer has uninstalled desktop app and requires help with installation

Step 1.1: Take system access 

Step 1.2: Open browser and search Bizanalyst.in

Step 1.3: Download the application 

Step 1.4: Install the downloaded file 

Disposition > If Resolved Desktop trouble shooting - Desktop_app_setup 

Scenario 2: Customer system was formatted due to circumstance and requires help with installation

Step 2.1: Take system access 

Step 2.2: Open browser and search Bizanalyst.in

Step 2.3: Download the application 

Step 2.4: Install the downloaded file 

Disposition > If Resolved Desktop trouble shooting - Desktop_app_setup

Scenario 3: Customer wants to update the desktop application to latest version

Step 3.1: Take system access 

Step 3.2: Open Bizanalyst desktop application

Step 3.3: Click on update app option

Step 3.3: Download the application 

Step 3.5: Quit the previous version from background files before installing the lastest file

Step 3.4: Install the downloaded file 

Disposition > If Resolved Desktop trouble shooting - Desktop_app_setup

Scenario 4: Customer wants to sign up to bizanalyst and requires help with dekstop app installation

Step 4.1: Take system access 

Step 4.2: Open browser and search Bizanalyst.in

Step 4.3: Download the application 

Step 4.4: Install the downloaded file

Step 4.5: Help customer to sign up with email ID, password, mobile no, company name and partner code

Step 4.5: Help customer with tally configuration and adding company to desktop application

Step 4.6: Inform customer to download mobile application and login with registered email Id and start using the free trial

Disposition > If Resolved Desktop trouble shooting - Desktop_app_setup

Scenario 1: Error "Attention Your Company will not sync" you have opened the company from a different 

Please follow the below steps for company opened from Different Path: 

Step 1: Take Access of the customer’s system open the BA connector app, after configuration you might view the prompt mentioning that the company is opened from a different data folder and needs to Resync the company

Step 2: Confirm with the customer whether the customer wants to sync the data from the old tally data folder or the new tally data folder.

Step 3: Guide customers how to check from which tally data folder the end user has opened the company. ( Tally > K: company > Select and check the path )

Step 4: Click on the Resync button from the prompt that appears on the desktop app when confirming with the customer from which folder they want to sync the tally company.

Note- If the issue is not resolved, then forward that call to the L2 team or raise a ticket.

Disposition > If resolved Desktop Trouble shooting - Resync Data

Scenario 2: Data sync issue even after all troubleshooting 

Step 2.1: If a company is open from a different folder (seen in the admin app) in admin app search user> companies> select company> in path, we can check. If there are 2 different paths then resync the data. 

Step 2.2: If there are no error right click on bizanalyst desktop app icon > open file location > app data > roaming > bizanalyst > debug log > check for different data path detected error

In this case it will pop on the desktop if the pop up comes and pop up does not come on the desktop application then we can resync data. 

Disposition > If resolved Desktop Trouble shooting - Resync Data