Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - inventory voucher entry
Setting up software to pick billing details from one party and shipping details from another in BUSY.
To configure software to use billing details from one party and shipping details from another in BUSY, follow these steps:
Step 1:Open BUSY and go to the Administration section.
Step 2:In the Configuration menu, choose Voucher Series Configuration and select the Sales Voucher series, typically labeled as main.
Step 3:Locate Voucher Configuration, press F3, search for billing/shipping details, enable this option, and save the changes.
Step 4:Under the Transaction menu, select Sales Voucher, and add a new sales invoice.
Step 5:Provide necessary information such as series, date, and invoice number.
Step 6:After selecting the party master, a new window called Billing/Shipping Details will appear.
Step 7:Decide whether to use GST reporting based on the party master or billing/shipping details.
Step 8:If you want specific party details, press F4 and select the party name.
By following these steps, you can set up the software to use billing details from one party and shipping details from another in BUSY.
How do I apply a discount to an invoice in BUSY?.
To apply a discount to an invoice in BUSY you can follow these steps:
Step 1: You can apply two discount option in BUSY while entering Sale invoice or purchase invoice.
Step 2: option 1 Item wise discount & option 1 discount on invoice Amt.
Step 3: For option 1 Item wise discount you need to enable in sale voucher series.
step 4: After enabling Item wise discount in the sales voucher series, enter the item, quantity, and click enter on the unit to open a popup window for Item Price & Discount.
Step 5: Select the type of discount (discount amount or percentage) for the item based on the configuration in the sale voucher series.
Step 6: If you want to enter discount on sale invoice amount Click on bill sundry and select the Discount master, then enter the discount amount or percentage.
Step 7: This will reduce the total amount of the invoice by the specified discount.
I am unable to enter or update data in the accounting software. It keeps giving me an error. How can I resolve this?
If you are unable to enter or update data and while entering data giving error then
please follow the given steps
Step 1: Make sure you have logged in with super user.
Step 2: If you are working with sub user then please ask your super user to provide full
rights to modify the voucher.
Step 3: After providing full rights to the sub user then re login with sub user
then you will be able to edit invoices.
Step 4: Double check the data you are entering including bill amount expense
details and tax rates
Step 5: Read the error carefully and correct that thing.
Step 6: Try to save the voucher by pressing enter button at every step.
Step 7: If you still have same issue then please take backup of the particular
company.
Step 8: Then go to housekeeping menu and run reindex data base
then try to enter.
What is the process to enter insurance expense vouchers with GST in BUSY?How can I transfer physical stock into the software without generating GST?
For adding insurance expense with GST in BUSY, please follow below steps:
Step 1: Click on Transaction Menu and then add Journal voucher.
Step 2: In GST Nature Field select register expense B2B from dropdown
Step 3: Debit the Insurance Charge A/c withTaxable Amount
Step 4: Debit the Tax Amount input A/c as per the applicability and credit Insurance Service Provider
Step 5: At time of saving we will get option to update Purchase Bill no,date, HSN code, Taxable and Tax amount.
Step 6: Click on Save or Press F2
For posting stock transfer voucher entry, please follow below mentioned points:
Step 1: Click on Transaction Menu and then add physical stock voucher.
Step 2: Specify voucher series, date, material center.
Step 3: Tick on option to create stock journal
Step 4: Click on download arrow key to load items in row.
Step 5: Enter the quantity physically available in your store at physical stock column and save.
Change tax rate on GST bill in BUSY. How to edit tax rate after bill generation?
If you want to change tax rates on GST bill then you need to follow the given steps
Step 1: Go to transaction menu
Step 2: Then select voucher type in which you want to edit tax then list
Step 3: Then select that voucher and enter so that voucher will open in modify mode
Step 4: Then select the sale type of that rate which you want to impose.
Step 5: Further if you are raising bill with multiple tax rate item and selecting
tax type item wise then in that case for edit tax you need to select that item
Step 6: Then you need to press Alt + M then item will open in modify mode.
Step 7: Then you will change tax rate in the field of tax category then save.
Step 8: Then you have to remove and re enter the item to see the changes.
Step 9: Then poceed to save.
Why is the entry not working when I scan the barcode?
It is possible that the barcode configuration parameters are not set up correctly or the barcode scanner is not working properly.Please check below steps:
Step 1: Go to Administration menu and then select Configuration tab
Step 3: And then seelct Voucher Series Configuration and then select Sales
Step 5: and select Add-new and agai click on the Voucher series configuration
Step 6: Here,Configure the required elements.And Enable Advanced POS data entry.
Step 9: Now,Define the required File-types e.g. Fixed, Variable, Semi variable etc.
Fixed: You will not be able to change the value. Variable: The focus will be directly on the variable field.
Semi-variable: The focus will directly move to the next available variable or fixed field.
Step 10:And then Enable Pick Item Names from Barcode. option.
Step 12: And also Enable Consolidate Items While Saving. option.
Step 13: To scan and read item barcodes in BUSY, you need to save the barcode values in the Item Alias field or Parameter barcode field.
Steps to fix a sale invoice not showing up on the system in BUSY.
Here's a simplified step-by-step guide for fixing a sale invoice that is not showing up in BUSY:
Step 1: First, take a backup of your data to be safe.
Step 2: Go to the House-keeping option.
Step 3: Check the Incomplete Voucher option. This will show you vouchers with missing details.
Step 4: If the issue persists, navigate to the Display option, choose Check List, and then select Voucher Numbering Reports. You'll find options like Blank, Duplicate, Missing, Unsequenced, and Cancelled voucher numbers. Look for your missing invoice there.
Step 5: Missing, Unsequenced, and Cancelled voucher numbers.
Step 6: If the voucher was accidentally deleted and cannot be recovered, you'll need to restore the voucher details from your latest backup and manually enter the invoice.
By following these steps, you can address the problem of a sale invoice not appearing in the system in BUSY.
How can I create a purchase order in BUSY?.
To create a purchase order in BUSY, you need to enable the order processing feature in the inventory section.
Step 1: After enabling Order Processing, Go to Transactions Menu and click on Purchase order voucher option.
Step 2: under Purchase order voucher option click on Add.
Step 3: Select series name, Date, voucher no. purchase type.
Step 4: Choose the Party Name: Select the supplier or vendor for whom you are creating the purchase order.
Step 5: Specify the Material Center Name.
Step 6: In the purchase order form, you'll also need to enter item details for the products you want to order. This typically includes:
Item Name or Code, Quantity, Unit (e.g., pieces, kilograms) Price per unit and
Step 6: Any additional details such as discounts, taxes, and other charges.
Step 7: After entering all the necessary information, click on the Save button to create the purchase order.
I want the tax amount to be included in the total billing amount shown to the customer. How can I set up tax inclusive billing in the software?
To enter Tax Inlusive billing you need take sale type as IGST-TaxIncl for Central Trsanction and LGST-TaxIncl for Local Trsansaction during sale Voucher entry.If it is not created then you need to follow some steps:
Step 1: You can create by Click Short cut key F3 by keep cursor on sale type field in vouher.
Step 2: Now give any name according to you for inclusive sale type.
Step 3: Now in Sales Account informatioN Section, Teg account for sale.
Step 4: In Taxation type,tick on Taxable Item wise.
Step 5: In region section,Tick anyone option for local or trasaction,
Step 6: In other information specify the tax account.
Step 7: In tax calculation tick on Multi Tax Rate and save the configuration.
From these staps you can create sale type for inclusive tax and can enter sale voucher.
I want to add multiple products to an invoice. What steps should I follow to do this?
If you want to add multiple products to an invoice, follow these steps:
Step 1:Go to the Administration option.
Step 2:Select Masters and choose Item.
Step 3:Click Add to create a new item master.
Step 4:Enter details like item name, alias, item group, unit of measurement, tax category, HSN code, price, and more if needed.
Step 5:Save this item master.
Step 6:Now, go to the Transaction option and select Sales Voucher.
Step 7:Click Add and choose the appropriate series.
Step 8:Enter the date, sales type, and party details for the invoice.
Step 9:Select the item you've created in the item master. If needed, you can create a new item by pressing F3 and follow the steps to enter item details.
Step 10:Save the voucher to include the product details in the invoice.
By following these steps, you can add multiple products to your invoice in BUSY.
