Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How to add or modify new ledger accounts in BUSY?
If you want to Add or Modify Account Master in BUSY you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Masters.
Step 2: For Add Select Account and click on Add and enter all the required details such as Name, Address, GSTIN, etc and save.
Step 3: For Modify Select Account and click on Modify and choose that account which you want to modify.
Step 4: On the account master page, you can edit the details as per the requirements and save again.
Please make sure to take latest backup before make any changes in your data.
How to add units for products and specify their tax category?
To add units for products and specify their tax category in BUSY software, follow these steps: follow these steps:
Step 1: Go to the Administration Menu
Step 2: Click on Masters and then click on item
Step 4: Press enter on add
Step 5: Fill in the required Details of item like: name and group
Step 6: Then press F3 on unit and the create unit
Step 7: And then you can specify same unit in item after specify unit
Step 8: Click on tax category option and select the tax category according to item
Step 9: Save the information by clicking on the Save button or pressing F2.
How can I set a default sale type for a party in the party master to automatically populate in the sale voucher?
If you want to set a default sale type for a party in the party master to automatically populate in the sale voucher please follow these steps:
Step 1: Go to administration menu then click on masters sub menu
Step 2: Click on account and open the party account master from modify or list for which you want to set default sale type
Step 3: Now select specify default sale type option as Y to enable it and tag the default sale type and save the party master
Step 4: Afterwards go to transactions menu and create the sale voucher and whenever you will select that party sale type will automatically change accordingly.
I want to zero out the opening balance for a party in BUSY How can I do that
If you want to zero the opening balance of a party in BUSY you can follow these steps:
Before you make any changes, take the latest backup of your data.
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Masters.
Step 2: Select Account and click on modify and choose that account which opening you want to be zero.
Step 3: On the account master page, you will see an option called "Op. Bal.". Here, you can edit the opening balance as per the requirements.
Please note that Opening Balance and Related Entries can be changed only in the Beginning F.Y.
How do I access the help and support resources for BUSY?How do I add HSN codes in BUSY?
If need any help and support you can reach out to us on our centeralized 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
Further you can add HSN codes in the Item Master by using these steps:
Step 1: Open your company, then, go to Administration tab.
Step 2: Select Masters the click on Item.
Step 3: Click on Add and enter all the necessart details such as Name, Group, Unit, etc.
Step 4: Also you can enter the HSN code in the field available called HSN/SAC Code for GST.
You can also modify your existing items to add HSN codes.
How do I control whether an item is shown as consumed or generated in the stock Journal voucher?
If you want to control your inventory in BUSY you can pass Stock Journal / Physical Stock voucher. To know how to pass can follow these steps:
Step 1: Go to the Transactions tab and click on Stock Journal / Physical Stock as required.
Step 2: In Stock journal you need to enter your item details with Qty under "Items Consumed" head. And to Generate the Stock ,add item entry details in the Items generated .This will Add or deduct the Qty. from your inventory.
Step 3: In Physical Stock voucher you need to enter the actual count of the items. This will update your inventory with the correct quantity.
Will the old HSN code be removed once the new one is updated in the item master?
When you update the new HSN code in direct HSN or SAC Code for GST field of an item master then it will remove the old one. However you can update then hsn w.e.f date by using these steps:
Step 1: Open your company then go to administration menu.
Step 2: Select masters and click on item then modify.
Step 3: Choose your item in which you want to update the hsn code and after opening it click on the check box next to the HSN code entered.
Step 4: Then, a window will appear in that you can mention the w.e.f date and the new hsn code for that item then save.
How can I correct issues arising from using wrong units for items in BUSY?
To correct issues arising from using wrong units for items in BUSY, you can follow these steps:
Step 1 : Click on administration
Step 2 : Masters
Step 3 : Item master .
Step 4 : Modify the unit field for the specific item.
Step 5 : Enter the correct unit of measurement for the item.
Step 6 : Save the changes.
Step 7 : Ensure that you update the unit for all relevant vouchers and transactions involving the item.
Step 8 : Double-check the inventory records and reports to ensure that the correct units are now being used.
Step 9 : If needed, make any additional adjustments or corrections to ensure accurate unit measurements for your items.
Why is the GST number field inactive and not editable when trying to add GST details for a party post account creation?
To edit GST number for any existing customer, follow the below steps:
Step 1. Go to Administration, then Master.
Step 2. Click on Account and select Modify.
Step 3. Choose the Party Name you want to update the GST Number for.
Step 4. Enter the GST Number as needed and save the changes in the master to apply them.
Note:
1. GST feature must be enabled in the company to put the gst number of the customer.
2. After entering the GST number in the account master, it is advisable to validate the GST number to confirm its status whether it is active or not.
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Can you help me understand how to set the starting and ending dates for generating a sales analysis report?
To view a Sales analysis Report with starting date and ending date in the BUSY ,please follow below steps:
Step 1: Log into BUSY and Open the Company .
Step 2: Look for the Display Menu option.
Step 3: In the Display Menu,select Sales Analysis Report.
Step 4: Once you are in the Sales Analysis report, you will see options to choose a partywise report.
Step 5: And Select Standard Date or voucher wise option and select the parties to be shown for.
Step 6: Specify the date range of the particular starting date and ending date and open the report.Here you can check the partywise sales amount and other details.
