Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
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.
Can I mention some extra detail in account master?
For mention extra detail in account master follow the below steps:
Step 1: Go to administration then go to configuration
Step 2: In configuration menu go to masters configuration
Step 3: In master type select account and mention number of optional field 1
Step 4: Mention name of field and take data type text and mention N in maintain master database and save configuration
Step 5: Go to administration then go to master
Step 6: In master menu select account and click on modify
Step 7: Select account and open account master and press enter after group name and mention detail and save master.
BUSY is not allowing me to add new inventory items. How can I fix this?
BUSY will not allow to add new item maser, if you logged in BUSY company with sub user with limited rights.
To remove item master creation restriction for particular user, follow these steps:
Step 1: Login the company with admin user.
Step 2: Go to administration then click on user option
Step 3: Choose the modify option then select the required user master.
Step 4: Now go to menu rights then expand the administration then master maintenance.
Step 5: Next, expand the item option then tick on Add tab and save the configuration.
The GST rate seems incorrect on some of my invoices, what should I do?
If the GST rate appears incorrect on some of your invoices in BUSY, you should cross-verify the tax rate specified in the Item master and correct it according to government notifications.
To update the tax category in item master, follow these steps:
Step 1: Go to Administration then click on master menu
Step 2: Choose item option then select modify tab
Step 3: After access the relevant item in modify mode, Update the correct tax category and save the configuration.
Note- You can open the Item master in modify mode during voucher entry by pressing the ALT+M shortcut key at the item grid.
How can I ensure that all my creditors are correctly categorized as registered or unregistered?
To ensure that all your creditors are correctly categorized as registered or unregistered in BUSY, you can check creditors list with type of dealer column by using these steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select masters then click on list and choose screen.
Step 3: Select standard format then click on group of accounts and enter the group name as sundry creditors and set Y on show gst details.
Step 4: After opening the report you will list of creditors with type of dealer and check it is categorized correctly or not.
