Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
I am unable to add new items or products to an invoice. How can I resolve this?
To resolve the issue of being unable to add new items or products to an invoice in BUSY, you can try the following steps:
Step 1: Check if you have full rights to add items in the master.
Step 2: Ensure that the items or products you are trying to add are not already present in the item master in BUSY.
Step 3: Verify that the item master is not blocked or restricted from making changes.
Step 4: Restart BUSY and try adding the items again.
Step 5: If the issue persists, contact the support team at BUSY for further assistance.
What is the process to open a new party in BUSY?
To open a new party in BUSY, you need to follow these steps:
Step 1 : First go to administration
Step 2 : Then Go to the Masters menu and select account
Step 3 : Click on the new option to create a new party.
Step 4 : Fill in the required details such as party name, party group ,address, contact information, and GSTIN if applicable
Step 5 :Save the party details by clicking on the Save button.
Step 6 : The new party will now be added to the party master list in BUSY
How to update new GST rates in BUSY when rates change?
To update the new GST rates in the item master, you can follow these steps:
Step 1: Open your company then, go to the Administration
Step 2: Click on the Masters and select Item.
Step 3: Click on Modify and choose the item from the dropdown list.
Step 4: This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
Please note to take latest Backup of your data before make any changes in your data.
How can i tag expenses and income account in bill sundry?
To tag expense and income account in bill sundry master, follow these steps:
Step 1: Go to Administration section then click on master menu
Step 2: Select the Bill sundry option then click on Modify mode.
Step 3: To tag account for sales, Specify N to disable adjust in sales amount ad tag expense or income account in account head to post field.
Step 4:To tag acocunt for purchase, Specify N to disable adjust in purchase amount ad tag expense or income account in account head to post field.
Step 4: Click on save button to save the bill sundry.
Can you guide me on how to generate a sales analysis report from August to September?
To view a Sales Report of specific moths 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 months and open the report.Here you can check the partywise sales amount and other details.
How can I define the tax category while entering the purchase voucher in BUSY software?
You can define the tax category while entering the purchase voucher in BUSY , please follow below steps:
Step 1: 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 tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
I want to add a new customer in the software. What steps should I follow?
To add a new customer in the BUSY, you can follow these steps:
1. Open the software and go to administration and select the Masters menu.
2. Select Accounts and click on add option then enter Account name and choose Sundry Debtors or Sundry Creditors.
3. Fill in the required details such as customer name, address, contact information, and GST number (if applicable).
4. Save the customer information by clicking on the Save button.
5. The new customer will now be added to the software and can be used for billing and other transactions.
Why are all my items coming in General and not in their respective groups?
When you create a new company a item group is already created with the name of General and if you have not created then item groups then all items will be created in the General Group. If you want to see items in other groups then first you need to create new item groups and specify in the item masters.
To know how to create new Item Group, follow these steps:
Step 1: Open you company then go to Administration.
Step 2: Select Masters and click on Item Group.
Step 3: Click on Add and enter the group name with other details then save.
I made changes to the HSN code in the item master but it is not reflecting in the billing. What should I do to sync the changes?
If changes to the HSN code in the item master are not showing in the billing, follow these steps:
Step 1:Resave Voucher: Resave the voucher where you made the changes. Alternatively, remove the product using the F9 key and enter it again.
Step 2:Check Effective Date: In the item master, check the effective date. If it's greater than the invoice date, the changes will apply from that date.
Step 3:Multi-Financial Year: If using multi-financial years, ensure all necessary data (like Tax category, HSN code) from the last year is carried forward correctly to the current year.
How can i include the tax charged in purchase voucher in purchase ledger account instead of showing in duties and taxes group?
To include the tax amount in purchase ledger instead of duties and taxes group, follow the below steps:
Step 1: Go to administration section then click on master menu and selec bill sundry tab.
Step 2: Click on modify tab then select required tax bill sundry in modify mode.
Step 3: In accounting in purchase option, specify y for adjust in purchase amount and save the bill sundry.
Step 4: Go to transaction section then click on purchase voucher and select add tab.
Step 5: Now, Create the purchase voucher with multi rate bill sundry and apply tax in bill sundry and save the voucher.
