Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How do I modify existing customer accounts to add email IDs for billing in BUSY?
To modify existing customer accounts and add email IDs for billing in BUSY, follow these steps:
Step:1. Open BUSY and go to the Administration section.
Step:2. Select the account option.
Step:3. Click on the Modify option or use the shortcut key to modify customer details if you have created the shortcut for modify account masters.
Step:4. In the customer details form, locate the field for email ID.
Step:5. Enter the email ID for billing purposes.
Step:6. Save the changes.
Step:7. Repeat these steps for any other customer accounts you want to modify.
By following these steps, you can successfully modify existing customer accounts and add email IDs for billing in BUSY.
How can i generate delivery challan to send goods to my party from BUSY?
We have to enable the Sale Challan feature and can pass the voucher entry,Please follow below steps:
Step 1: Go to Administration menu and then select submenu Configuration
Step 2: After then select the Features and Options and click on the Inventory tab
Step 3: Here eyou can see option for Enable the Sale Challan Option then On Configuration can restrict as per your need.
Step 6: After saving inventory Confoguration go to Transaction menu.
Step 7: And select Material Issue to party voucher option and click on the Add tab.
Step 8: here you have fill all relavant details and select the Type in voucher as Sales Challan. And Save with all fill up details.
Can I change the tax rate in an item master from a particular date?
Yes, you can change the tax rate of an item from a particular date by follow these steps:
Step 1: Go to administration section then click on master menu.
Step 2: Choose item tab then click on modify and select the required item master.
Step 3: Press alt+m at tax category master then press F12 shortcut key to create the duplicate tax category master.
Step 4: Now, Modify the tax category name then mention date in w.e.f column and specify the updated tax rate in igst tax, cgst tax and sgst tax in change tax rates window and save the master.
Step 4: After save the tax category master, update the same in item master and save it.
I entered an invoice in BUSY but I cannot find it now. How can I locate invoices in the system after they have been created?I am trying to enter opening balances for my stock items in the software but it is not allowing me. What should I do?
For locating invoice in the system, please follow below mentioned steps:
Step 1: Go to the Display tab.
Step 2: Click on query system.
Step 3:Click on Query on Transactions.
Step 4: Click on All Voucher and enter a search string.
Step 5: Enter the voucher number and click on Check All
Step 6: Press Ok and specify a date range for viewing the report.
For entering opening balance in the stock item, please check below points:
Step 1: Ensure opening balance can be entered in the same F.Y when the company is created.
Step 2:For multiple F.Y, split the company from the same F.Y where you need to modify the opening.
How do I set the system to automatically select the right HSN code and tax category in BUSY?
As there's no option to set the system to automaticaly select the right HSN code and tac category in BUSY, Further there are few guideliness which may help you in this:
1: Validate HSN after mention in Item master.
2: Also can validate HSN online.
3: Go in transaction option.
4: Then select the option of GST.misc utlites.
5: Click on validate HSN online.
6: Select the HSN and validate.
For tax category ensure that you have mention correct type, as if we have created an item which belongs to service then type of tax category must be service and bifurcation of tax must be correct.
Tax categories seem to be incorrectly mapped for some items/services. How do I check and update tax categories?
To check and update tax categories for items or services, go to the item master and select the correct tax category for each item or service and to update it you can follow some steps:
Step 1: Go to Administartion and click on Master.
Step 2: Now click on Item and then click on Modify.
Step 3: Now check your tax category and update it and save the item master.
If you have create some account master for Service then you call follow these steps:
Step 1: Go to Administartion and click on Master.
Step 2: Now click on Account and then click on Modify.
Step 3: Now check your tax category and update it and save the Account master.
How can I change the unit of measurement for an item in BUSY midway through the financial year?
To change the Unit of measurement for an Item in BUSY follow these steps:
Step 1: Go to administration then click on Master menu
Step 2: Click on Item master tab then on Modify option
Step 3: Now select the required item master and click on check unit change display just below the Defined main unit of item.
Step 4: Change the unit in Item master and save the configuration.
Note- If you are using alternative unit feature and both the main unit and alternative unit specified in Item master are different and item has already been used then you will not able to change the unit untill the voucher exist in data.
Can i change the tax rate of item later in BUSY?
Yes, you can change the tax rate of an item from a particular date by follow these steps:
Step 1: Go to administration section then click on master menu.
Step 2: Choose item tab then click on modify and select the required item master.
Step 3: Press alt+m at tax category master then press F12 shortcut key to create the duplicate tax category master.
Step 4: Now, Modify the tax category name then mention date in w.e.f column and specify the updated tax rate in igst tax, cgst tax and sgst tax in change tax rates window and save the master.
Step 4: After save the tax category master, update the same in item master and save it.
How can I charge gst 3% in purchase voucher?
For charge gst 3% you have to create purchase type for 3% gst rate for create purchase type follow the below steps:
Step 1: Go to administration then go master
Step 2: In master select purchase type and click on add
Step 3: Mention name gst 3% and select taxation type taxable voucher wise
Step 4: Choose region local for same state parties or central for other state parties
Step 5: Select single tax rate on tax calculation and mention tax rate and save purchase type master
Step 6: Go to transaction select purchase voucher and click on add take purchase type gst 3%
Step 7: Pass purchase voucher and click on apply tax and save voucher
Why am I unable to validate the updated HSN codes properly in the BUSY software after updating them? How can I validate HSN codes correctly?
You need to check HSN code, double check your HSN code and validate in BUSY. To validate HSN code you need to follow these steps:
Step 1: Go to Transactions and click on GST Misc. Utilities.
Step 2: click on Validate HSN Online You'll be prompted to select the option for validation. Choose whether you want to validate a single HSN code or multiple HSN codes.
Step 3: If selected Multiple HSN option select all Item and click on Load Data.
Step 4: Select All option and click on Validate online.
Step 5: Also you can do validation for single item master, modify item master and click on validate hsn code.
