Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - inventory voucher entry
I am unable to bill customers with the correct tax percentage after adding a new tax item. What could be the reason and how can I fix this?
To bill customers with the correct tax percentage after adding a new tax item, you need to update the tax settings and ensure that the new tax item is selected for the appropriate products or services.you need to check the tax category applied to the item or service is being invoiced. Make sure they are correct and up-to-date.BUSY also show you the Warnings for the invalid tax rate,central and local transaction etc.if you select wrong Sale or Purchase Type or bill sundry.BUSY sense this error as per tax category that you have entered in item master and Party master details such as GSTIN,State etc. So do not avoid such warnings if its show warning try to rectify on that time and with this you could able to apply correct tax rate on bill and can give correct bill to your customers.
How can i match the physical stock to the software stock without creating GST invoices?
To match the physical stock with software stock or book stock, you can follow the steps below:
1. Click on transaction menu and enter the physical stock voucher.
2. Click on add then select voucher series and voucher number.
3. Select stock journal voucher series and tick the create stock journal voucher option.
4. Click on left side arrow and load the items.
5. The book stock quantities will automatically update for all items. you will need to enter physical stock quantities.
6. Update the stock quantities for all items based on the actual physical stock count.
7. The difference will be automatically updated based on the variance between the physical stock and book stock quantities.
8. Press F2 to save the voucher and the stock journal voucher will be automatically generated.
The option for challan is not visible, what should I do to access it?
We have to enable the Sale/Purchase Challan feature and can pass the voucher entry.Please Follow the Below Steps :
Step 1: Go to Administration menu and then select Configuration tab.
Step 2: Now select Features and Options tab and click on the Inventory option.
Step 3: Here you have to Enable the Sale Challan Option or Purchase challan option then On Configuration can restrict as per your need.
Step 4: After this go to Transaction menu and then select Material Issue to party voucher for Sales Challan or Material received from party voucher
for Purchase Challan.
Step 5: Click on the Add tab and select transaction type as Sales Challan or Purchase challan.
Step 6: Pick Sales Order or purchase order through F11 Shortcut Key in Voucher. ( Party should be Same)
Step 7: Check all releavant details and click on the save button and savethe entry.
I want to add a new voucher in BUSY but it's not allowing me. What should I do?
If you are unable to add a new voucher in BUSY, you can try the following steps:
1. Check if you have the necessary permissions to create vouchers. Make sure you are logged in as an administrator or a user with voucher creation rights.
2. Verify if you have reached the maximum limit for voucher creation. BUSY may have a limit on the number of vouchers that can be created. If you have reached this limit, you may need to delete some existing vouchers to create new ones.
3. Ensure that you have entered all the required information correctly. Check if any mandatory fields are left blank or if there are any errors in the voucher details.
4. If you are still unable to add a new voucher, try restarting the software you can contact BUSY's customer support - 8282828282 for further assistance.
The invoice I generated is not reflecting the correct GST amount. How do I modify or regenerate the invoice with correct GST values?
If the invoice you generated is not reflecting the correct GST amount you can check and follow given steps:
Step 1:You need to check sale type which you have selected in voucher,press ALT + M in sale type,
Step 2:Then check Gst rate is mentioned there or not,if not mention there and save then apply.
Step 3:If sale type you are selected as item wise,so you need to keep cursor on amount column and enter it,Check whether the GST amount has been calculated there or not.
Step 4:If it has not been calculated, you will need to enter the amount yourself in order to calculate the tax.
Step 5:Press ALT + M in item master,open it in modify mode and check TAX category should be defined.
After check all those things,your GST amount will be correctly calculated.
How can I change or correct the quantity of an item in BUSY?
The quantity of an item shows as per the transactions you have made with it. Further if you want to change the closing quantity of an item then you need to pass stock journal or physical stock voucher by using these steps:
Step 1: Open your company then go to Transactions menu.
Step 2: Select Stock Journal and click on Add.
Step 3: Enter all the necessary details such as date, material centre and your items with required quantity in Item Generated / Consumed section then save.
Step 4: You can also select Physical Stock voucher and click on Add.
Step 5: Enter all the necessary details such as vch no. , date, material centre, etc then click on down arrow.
Step 6: Click on Load Items and enter the required quantity in Physical Quantity column then save.
How to maintain the stock in BUSY without affecting vouchers
To maintain the stock in BUSY without affecting vouchers that are used for these items you can use physical stock voucher below are steps to using them:-
Step 1: Go to the Transaction menu then click on Physical stock voucher then Add option.
Step 2: Enter the Voucher number, Date and Material centre then click on the down arrow afterwards select Load Items options then click on show list option. From there you can select all items in one go by click select all option or select the items individually then click on Ok button.
Step 3: Then all the items will load in Physical stock main screen you have to mention the actual quantity of stock in Physical stock column whatever you will update the quantity it'll show exactly the same quantity as stock.
My invoice total doesn't match the purchase order total. How can I ensure the quantities and amounts match?
To ensure that the quantities and amounts on your invoice match the purchase order total, you can follow these steps:
1. Double-check the quantities and amounts entered on the invoice against the purchase order.
2. Verify that all items listed on the purchase order are included on the invoice.
3. Ensure that the unit prices and calculations are accurate.
4. Confirm that any discounts or taxes are applied correctly.
5. If there are any discrepancies, review the purchase order and invoice details to identify any errors or missing items.
6. Communicate with the vendor or supplier to resolve any discrepancies and make necessary adjustments to the invoice.
By carefully reviewing and comparing the purchase order and invoice details, you can ensure that the quantities and amounts match.
What shortcuts can be used for quick actions in the BUSY billing screen?
To operate easily and faster with BUSY, you can use the shortcut keys. BUSY provides several predefined shortcut keys along with a utility to create shortcut keys. This can allow for the creation of a shortcut key as per the operator's requirements. You can find BUSY's predefined shortcut key's list here:
Step 1: Go to Help.
Step 2: Shortcut keys
To create a user-defined shortcut key, follow the steps:
Step 1: Select the required option.
Step 2: At the bottom of the menu bar, you will find the option "Create shortcut."
Step 3: Click on it, then define the required shortcut keystroke. [e.g., ctrl+1, ctrl+2]
Step 4: Save
Step 5: Now the shortcut has been created successfully. and it was ready to use.
For further clarification, feel free to contact the BUSY 24x7 helpline number.
What is the process to record inter-company transactions in BUSY?Can you help me troubleshoot why I am unable to log into the BUSY mobile app?
To record the inter company transactions you can use stock transfer voucher in BUSY under transactions tab
If you are unable to login in BUSY mobile app please ensure that below mentioned steps are followed:
Step 1: Make sure you are using current release of BUSY software
Step 2: Ensure that you have update the BUSY mobile app to the latest version
Step 3: Make sure internet is connected with your phone and system
Step 4: Make sure you have created a BDEP ID and cloud sync user
Step 5: Run the Bulk upload from BUSY
Step 6: If still facing the same issue then create new BDEP ID and cloud sync user then run bulk upload again
Step 7: You can also try to solve it by changing your internet connection
