Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
Why my cash discount not show in discount ledger?
If the cash discount not show in the discount ledger then it may be that the account is not tagged.
If you are using item wise discount follow the below steps for tag account:
Step 1: Go to administration then go to master
Step 2: In master menu go to miscellaneous master and select discount structure
Step 3: Select discount structure and mention Y in account posting other than sale purchase account
Step 4: Then tag cash discount account in account head to post and click on save
If you charge discount in bill sundry follow the below step for tag account:
Step 1: Go to administration then go to master menu
Step 2: In master menu go to bill sundry option
Step 3: In bill sundry click on modify and select bill sundry
Step 4: Mention N in adjust in sale amount and take specify account here
Step 5: Now account head to post option highlight tag cash discount here and save bill sundry .
How do I enable batch wise configuration in the software?
To manage the Batch wise stock, Follow the steps given below
Step 1 : Go to Administration menu and the Configuration tab
Step 2 : And then select Features / Options menu
Step 4 : And click on the Inventory tab and enable Batch-wise Details feature, after enabling this feature, a configuration window appears. Here you can configure the options as per your needs
Step 5 : Go in Item masters and enable the Batch-wise Details option in the required Item masters.
Step 6 : When you add the Purchase Voucher, after selecting the item, a window appears for Batch wise stock details, here you can enter the details and Save.
Step 7 : When you add the Sales Voucher, after selecting the items, a window appears for Batch wise stock details, here you can select the batch number from the dropdown list and Save
Step 8 : To view the Batch wise stock report, go to Display, then Batch-wise Reports.
Editing pricing and other details at the item level in BUSY step-by-step guide.
Editing pricing and other details at the item level in BUSY involves updating individual product or service information. Here's a step-by-step guide on how to do this:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the Pice or rate for. This will open the item details window where you can see a field named sales price ,purchase price, MRP . You can change the price from there by selecting a different price category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Please note to take latest Backup of your data before make any changes in your data.
Can I see the negative balance of a zero stock item? If yes, how?
Here are the steps to check the Negative stock balance of a zero stock item from the Stock Status Report or Check Negative Stock report in BUSY :
Step 1: Log into BUSY and Open the Company .
Step 2: Look for the Display Menu option.
Step 3: In the Display Menu,Inventory Summary report.
Step 4: Once you are in the Inventory Summary, you will see options to choose a Check Negative Stock Report.
Step 5: Select the one option from the report to be generated for window.
Step 6: After selecting the date range, the report will show you the negative stock status of the item .
Step 7:Or you can choose the Stock Status report from the Display menu. Once you're in the Stock Status report, you can apply filters to see negative stock. Filters could include things like sorting by HSN code or arranging items alphabetically.
Step 8: Look for items that show negative stock in the report.
When I enter the vendor invoice for freight, the value is getting added to the base value. I only want to show the vendor freight invoice value separately. What should I do?
For showing Freight value separately you can create new bill sundry or modify existing one if do not use in any voucher.
For modify bill sundry please follow these steps:
1. Take backup of your current data
2. Open company then go in administration
3. Then Go in master then go in bill sundry
4. Then Go in modify and select Freight bill sundry
5. Adjust in sale amount No and specify freight account
6. post over and above yes
7. Adjust in purchase amount No and specify freight account
8. Post over and above yes and save
For create new bill sundry Please follow these steps:
1. Go in master then go in bill sundry
2. click on add mention name,Bill sundry nature and type
3. Tag account in adjust for sale and purchase
4. post over and above yes and save
I am unable to separate the freight charges from the base value in the invoices. The software is clubbing it together. What should I do to enter freight charges distinctly?
For showing Freight value separately you can create new bill sundry or modify existing one if do not use in any voucher.
For modify bill sundry please follow these steps:
1. Take backup of your current data
2. Open company then go in administration
3. Then Go in master then go in bill sundry
4. Then Go in modify and select Freight bill sundry
5. Adjust in sale amount No and specify freight account
6. post over and above yes
7. Adjust in purchase amount No and specify freight account
8. Post over and above yes and save
For create new bill sundry Please follow these steps:
1. Go in master then go in bill sundry
2. click on add mention name,Bill sundry nature and type
3. Tag account in adjust for sale and purchase
4. post over and above yes and save
I want the freight invoice value to be shown distinctly from the base value. But the software is automatically combining it. What should I do?
For showing Freight value separately you can create new bill sundry or modify existing one if do not use in any voucher.
For modify bill sundry please follow these steps:
1. Take backup of your current data
2. Open company then go in administration
3. Then Go in master then go in bill sundry
4. Then Go in modify and select Freight bill sundry
5. Adjust in sale amount No and specify freight account
6. post over and above yes
7. Adjust in purchase amount No and specify freight account
8. Post over and above yes and save
For create new bill sundry Please follow these steps:
1. Go in master then go in bill sundry
2. click on add mention name,Bill sundry nature and type
3. Tag account in adjust for sale and purchase
4. post over and above yes and save
I want to check if my ledgers are defined correctly in BUSY. What should I look for?
To check if your ledgers are defined correctly in BUSY, you should look for the following steps:
Step 1: Account Name: Make sure that the ledger name matches the one registered on the GST portal (if you are a registered dealer).
Step 2: Account Group: Make sure that the ledger is assigned to the correct account group, such as debtors, creditors, etc.
Step 3: Opening Balance: If there is any opening balance in the ledger, make sure that it is entered correctly with the right debit or credit type.
Step 4: Dealer Type: Make sure that the ledger reflects the correct dealer type, such as registered, unregistered, etc.
Step 5: GST Number: If the dealer type is registered, make sure that the GST number is entered correctly in the GSTIN field. You can also validate the GST number.
Step 6: State & Country: Make sure that the ledger has the correct country and state information.
How does BUSY Accounting software calculate the tax on freight charges?
In BUSY, You can charge the tax on freight either as an Item level or at voucher level.
Pls follow the below steps for Freight charges as an item for purchase voucher :
Step 1: Click on Administration and then masters
Step 2: Then Item and add it by name Freight Charges
Step 3: In the left side, mention the freight charges account under specify purchase account
Step 4: On the Right bottom, enable the option dont maintain stock balance and save it.
Pls follow the below steps for Freight charge as bill sundry :
Step 1: Click on Administration and then masters
Step 2: Then bill sundry and add by the service charge and select the bill sundry type as addictive and nature as others
Step 3: Then In left bottom, Accounting in purchase then enable the affect accounting and the adjust in the purchase amount then tag the freight charges account in the option account head to post and save it.
Why am I unable to view the tax rate as % for my bundled solar power system product in BUSY?
If you unable to view the tax rate as 12% for your bundled solar power system product in BUSY
Then Check in drop down that the 12% tax category is showing or not, if not then you can create the tax category.
To create the tax category then you can follow the steps.
Step 1 : Go to administration menu then enter
Step 2 : Go to master then enter
Step 3 : Go to tax category option then enter you will get three option add, modify, list.
Step 4 : Go to add then tax category details window will appear.
Step 5 : In that mention tax category name, in type field choose goods or service based on your item category , specify rate of tax in gst rate info.
Step 6 : After completing this process save the master.
Your tax category is created.
