Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
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.
.
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.
How do I record opening balances for my business in BUSY?
You can enter the opening balance for your Accounts or Items in two ways: either when you create them or later when you modify them. To do this follow these steps:
Step 1: Open your company, then click on Administration.
Step 2: Select Masters and select either Account or Item.
Step 3: Click on Add if you want to create new master and can enter the opening balance in Op. Bal. field then save.
Step 4: Click on Modify if you want to modify existing master and can update the opening balancein Op. Bal. field then save.
Please note that Opening Balance and Related Entries can be changed only in the Beginning F.Y.
How to change invoice billing address to another state in BUSY if required?
If you want to change to your own company state then there are the steps :
Note : Take latest backup of the data
Step 1: Go to Administration Menu
Step 2: Click on configuration option
Step 3: Then click on feature and option
Step 4: Then click on Regional settings
Step 5: Here you are change state then save the configuration
If you want to change state of your party then,
Step 1: Go to Administartion menu
Step 2: click on masters
Step 3: Then click on Account and select modify option and open the party master in modify mode
Step 4: Then change state and save the configuration
How do I show the alternate units in the BUSY ?
Alternate Unit in BUSY is refer to an item of havingTwo Unit with Conversion factor.We can use for Bundle or packages.
Please Follow the below Steps for Alternate Unit:
Step 1: Go to Administration menu and then select Configuration tab
Step 2: And then select Features & Options and select Inventory options.
Step 3: here you have to Enable the Alternate unit.And Click on Configure option of Alternate Unit.
Step 4: Tick on option,If you want to change Alt Qty & Conversion Factor during voucher entry.And Open the Item Master
Step 5: Mention the Main Unit & Alt Unit with Conversion Factor and Conversion Type.
Step 6: Click on the Save Button
How can I customize the fields shown in my item listings?
To customize the fields shown in your item listings need to follow below given steps.
Step 1: Take a latest backup of the company.
Step 2: Go to administration menu and select configuration option.
Step 3: In configuration menu select master configuration option.
Step 4: In master configuration window select item from master type dropdown list.
Step 5: Then navigate to the right end side to master dropdown configuration.
Step 6: Then select the field to configure and click on save button to save the cofiguration.
Step 7: Then regenerate master help file window will appear click on yes button and wait to complete the process.
I want to update and enter GST number for a vendor/supplier. But the field is inactive and not allowing me to enter details. What should I do?
To update 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.
I am unable to adjust the GST/VAT percentage for a particular product category in BUSY. How can I update the tax rate for a product?
To update tax rate in item , you can follow the below steps:
Step 1: Go to administration
Step 2: Click on Masters then items
Step 3: Click on modify and select item
Step 4: Go to item tax category and select tax category as required
Step 5: If required tax category not present press F3 to create new tax category
Step 6: Mention name for tax category
Step 7: Then mnetion type as goods or services for the item
Step 8: Then mention percentage of tax and save by F2
Step 9: Lastly save item after selecting required tax category
By following these steps you can update tax rate in item .
Can the item drop down be customized to show more details in voucher entry?
Yes, the item drop down can be customized to show more details. To do this follow these steps:
Step 1: Take backup of your data.
Step 2: Open your company then go to administration menu and click on configuration sub menu.
Step 3: Select masters configuration option then select master type as item and on right side you will see number of additional field in dropdown.
Step 4: Check how many fields you have configured so increase it upto 3 and specify the required field then mention width and save.
Step 5: A window will appear to run regenerate master help file so press yes to run and check after complete it.
How do I define tax categories for items in BUSY?
Configuring taxes in the BUSY can be accomplished by following these step-by-step instructions.
Step 1: Begin by accessing the Administration tab and selecting Masters. Within this section, locate and choose the Tax Category Options.
Step 2 : Next, proceed to Add New Tax Category, which grants you the ability to establish diffent tax categories tailored to your specific needs.
Step 3. Create tax categories based on your requirements (e.g., GST, VAT).
Step 4:. Set the tax rates for each category.
Step 5: Save the changes. Once you have configured the tax categories and rates, you can apply them to your transactions and generate tax reports in BUSY..
