Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - company configuration
How do I configure sales tax in BUSYAccounting?
When you create your company in BUSY, and enable the GST/VAT feature, the software automatically configures the tax related setting for you.
If you did not enable the GST/VAT that time, you can still enable it later by following these steps.
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on GST / VAT, here you will see a option called Enable GST/VAT Reporting click on check box to turn in on.
Step 3: Select type as GST or VAT and choose type of dealer either Regular or Composition.
Step 4: Enter your GSTIN and click on Create Default GST Masters and save.
Step 5: There some Sale/Purchase Type and Tax Categories will be created. However, you can also create as per your requirements from the Masters menu.
I want to delete a single financial year data in BUSY. What is the process for it?
To delete single financial year data in BUSY, you need to follow the below steps:
Step 1: Open the BUSY and you will find the company menu in the company menu dropdown list.
Step 2: You will find the Delete Company/Single F.Y., and after clicking on Delete Company/Single F.Y.,
Step 3: you will find the list of companies in which you have to select the company that you want to delete.
Step 4: After selecting the company, put the ID and password of the company. After putting the ID and password, you have to select the complete company or single F.Y.,
Step 5: so you have to select the single F.Y. year as you require and follow the instructions to delete the single year.
How do I configure the system to capture GST details correctly during invoicing in BUSY?
To configure BUSYto capture GST (Goods and Services Tax) details correctly during invoicing, follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Select Features / Options and click on GST / VAT, here you will see a option called Enable GST/VAT Reporting click on check box to turn in on and select type as GST and choos type of dealer either Regular or Composition. Enter your GSTIN and click on Create Default GST Masters and save.
Step 3: Now, you can mention tax category, hsn code in your item master and GSTIN in your party masters. You are ready to generate GST invoices.
Please note once you enable this feature and pass transaction then you can't disable that feature.
What is the recommended approach to creating a new company versus creating a new stock?
To create New company you can follow some steps:
Step 1: Open your BUSY and then click on Create Company option in company menu.
Step 2: Now enter all required detail in fields and save the configuration.
To create new stock you can follow some steps:
Step 1: Go to administration and click on Master option.
Step 2: Now click on Item option and then click on Add option.
Step 3: Now enter item name and other details in field.
Step 4: Now save the item by click on save option or can save item by F2.
Step 5: Now go to Transaction option and click on Purchase or stock journal voucher.
Step 6: Now click on add option of purchase or stock vouhcer and enter all details with item.
How can I add company details to invoices, sales vouchers, etc. in BUSY?
if You want to add company details to invoice, sales vouchers etc. then please follow the given
Step
Step 1: Go to the company menu
Step 2: Then edit information here you can add address, contact and email details
Step 3: For add bank details, logo and signature Go to administration
Step 4: Then configuration
Step 5: Then invoice document printing
Step 6: Then Standard
Step 7: Then select voucher in which you want to add
Step 8: Enter the detail in the respective field.
If still having same issue then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in
The GST number shown in BUSY is incorrect. How do I change it?
To change your company's GST number in BUSY, you need to follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options and then GST / VAT.
Step 3: Here you can update the GST number in the GSTIN field and save changes.
To change any party's GST number in BUSY, you need to follow these steps:
Step 1: Go to Administration and click on Masters.
Step 2: Select Account then Modify and select the party which GST number you want to change.
Step 3: Here you can update the GST number in the GSTIN field and save changes.
Note: Take backup of your data before making any changes.
How do I configure multiple companies and users in BUSY?
To configure multiple companies in BUSY:
1. Create a new company profile.[Create a New Company and specify necessary details like GSTIN, Address etc]
2. Configure required inventory, Accounting and operational settings.
3. Set up Inventory and Account masters and enter opening balances.
4. Record transactions and invoices.
5. Reports can be generated on the basis of transactions.
6. Ensure regular backups for data security.
For more knowledge, refer to the BUSY YouTube channel or use the Help key 'F1'.
To set up multiple users in BUSY, follow these steps:
1. Open the BUSY.
2. Open the company.
3. Navigate to the 'Administration.' menu
4. Users
5. Click 'Add.'
6. Configure the username and password.
7. Assign the required menu rights and user controls.
8. Save the changes."
Contact 24/7 BUSY support [8282828282] if needed.
How do I generate a GST invoice in BUSY?.
To generate a GST invoice in BUSY, you need to follow these steps:
1. Open the software and go to the "Sales" module.
2. Click on "Invoices" and select "New Invoice".
3. Fill in the necessary details such as customer name, address, and contact information.
4. Enter the items or services being sold along with their respective quantities and prices.
5. Select the appropriate GST tax rate for each item.
6. Verify the invoice details and click on "Generate Invoice".
7. The GST invoice will be created and you can print or save it as required.
Please note that the specific steps may vary slightly depending on the version of BUSY you are using.
How can I prepare the configuration of my new company if I want to keep the transactions zero and only copy the configuration of another company?
To prepare the configuration of your new company in BUSY, if you want to keep the transactions zero and only copy the configuration of another company below are the steps to follow:-
Step 1: Open the BUSY and click on the Create company option. there do mention the company name and details then there is an option of Copy Configuration at the bottom you have to select this option.
Step 2: Click on the Select company option Then the company list will appear. Select the company from which you want to copy the configuration, enter the username and password if required, and save it. This will copy the configuration of the selected company to your new company.
Can I copy configuration at the time of creating a company from a previous company in BUSY Accounting Software?
Yes, you can copy configuration at the time of creating a company from a previous company in BUSY Accounting Software by following below stesp:
Step 1: Open the BUSY and click on the Create company option
Step2: Specify company name and other details as per your requirement
Step3: Then there is an option of Copy Configuration at the bottom of the screen, you have to select this option.
Step4: Then click on the Select company option, then the company list will appear.
Step5: Now select the company from which you want to copy the configuration, enter the username and password if required. This will copy the configuration of the selected company to your new company and save the configuration
