Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
Can I add multiple units for an item in the item master?
Yes, you can add multiple units for an item in the item master such as main unit, alternate unit and packaging unit. To know how to enable this follow the below steps:
Step 1: Open your company then go to administration menu then click on configuration sub menu.
Step 2: Select features and options then click on inventory tab.
Step 3: Here, tick on alternate unit of items and packaging unit of items options to enable it then configure it as required.
Step 4: You need to create new items to define main, alternat unit and packaging uni. Which items are used in any transactions in them can not define different alternate unit and packaging unit.
Step 5: To create new items with alternate unit go back to administration menu then select masters.
Step 6: Select item then click on add and enter all the necessary details such as name, group, main unit, alternate unit, packaging unit etc and save.
How can I set up BUSY to auto-switch GST rates based on thresholds, like moving between % and % depending on the selling price?
To set up auto-switching of GST rates in BUSY based on selling price thresholds e.g., 5% for prices below 1000 and 12% for prices above 1000, follow these steps:
Step 1:Go to administration.
Step 2:Select masters.
Step 3:Choose Tax category and click on add.
Step 4:Name the Tax category e.g., GST 5% to GST 12% and select the type as Goods.
Step 5:Enter Tax rate IGST 5%, and the software will auto-fill CGST & SGST at 2.5% each.
Step 6:Click on change tax rate on the basis of price and set it as Y.
Step 7:Select nett. price (sales price) is greater than 1000.
Step 8:Set Tax rate IGST 12%, and the software will auto-fill CGST & SGST at 5% each.
Step 9:Save this tax category.
Now, when making transactions, you can select this tax category in the item master, and the software will auto-switch GST rates based on the set thresholds.
How can I quickly filter items from a specific material center in the Material Receive from Party Vouchers list?
Here are the some steps to view quickly filter items from a specific material center in the Material Receive from Party Vouchers list:
Step 1: Go to Transaction menu and select Mat.Receive from party voucher type from submenu.
Step 2: Click on List Option.And choose Screen option on showing window .
Step 3: In the window , You will see the multiple options to set date , party, Item. Here you will be see the option for Show material centre Name to enabled it set it Y . And click on the Ok Button to view the report.
Step 4: Once the report will be opened , click on the F7 key or Filter button top from the report .
Step 5: Here now select the filter on filed as material Centre and set the operator and filter type . And Save the configuration. report will be open as applied filter.
How do I ensure that the serial numbers are in sequence without missing any numbers?
To check the serial numbers are in sequence without missing any numbers in BUSY,please follow the 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 Batch and Serial Number and param wise reports.
Step 4: Once you are in the Batch and Serial Number and param wise reports., you will see options to choose a Item Serial number stock Report.
Step 5: Select the one option from the report to be generated for window.
Step 6: After you have chosen the date , you will find an option Show Zero Stock Items Serial Number. To activate this option, simply set it to Y and then click on the Okay button to generate the report. This will include sequence wise items with zero stock in the report you're creating.You need too identify the missing serial numbers Item details.
How can I add a new customer/vendor in BUSY?.
To add a new customer/vendor in BUSY, you can follow these steps:
Step 1: Go to the Administration Menu and click on Masters
Step 2: Select Accounts and Click on Add.
Step 3: Enter Required Information such as name, address, contact details, and any other relevant details.
Step 4: Choose the appropriate Group for the new entry, such as Sundry Debtors for customers or Sundry Creditors for vendors.
Step 5: Select Type or Dealer and GST No. if you want to confirm GST No. click on Validate GSTIN online option.
Step 6: Save the information by clicking on the Save.
Step 7: These steps should help you add a new customer or vendor in BUSY. Be sure to fill in all the necessary details accurately and choose the appropriate options, such as the account group and GST information, as needed for your specific accounting requirements.
I want show discount value in discount account?
For show disccount value in discount account you have to create discount for create discount account follow below steps:
Step 1: Go to administration then go to master
Step 2: Now Go in accounts menu and click on add
Step 3: Create discount account under group indirect expense and save master
For tag Discount account in discount bill sundry follow these steps:
step 1: Go in Administration than go in master
step 2: Go in bill sundry and click on modify
step 3: Choose discount bill sundry and adjust in sale No choose specify account here
step 4: Mention discount account in account head to post and save bill sundry.
For tag Discount account in discount structure follow these steps:
step 1: Go in Administration then go in master
step 2: Go in misc master than go in discount structure
step 3: Go in Modify and choose discount structure
step 4: A/c posting other than sale/purchase yes and tag discount amount
Is there an option to set default accounts for each customer in BUSY?
In BUSY, you can define the vendor account for each customer in the item master. This feature is particularly useful for businesses that have complex relationships with their customers and vendors or when customers have specific vendor accounts associated with their purchases. Here's how you can set up vendor accounts for customers in the item master:
Step 1 :Open BUSY and navigate to the "Item Master" .
Step 2 :Choose the item for which you want to set up vendor accounts for customers. If the item is not already listed, you can create a new item record.
Step 3 :Look for a field or option related to vendor accounts or supplier/customer relationships.
Step 4 :In the vendor account field, you can specify the vendor or supplier account associated with a particular customer.
Step 5 :If you have multiple items or if other items also have customer-specific vendor accounts, repeat the process for each relevant item.
Steps to generate an app password for BUSY to connect to an email account and ensuring proper configuration?
While sending email and getting error that the password is incorrect then open the email configuration and again enter the passowrd of your email id and click on test mail. If Still same issue presists, Then click create the password by opening the Email Id from Google.
Pls Follow the Below Steps for Password creation :
Step 1: Open the Gmail id or any email which has mention in the BUSY for sending the email.
Step 2: Click on setting option
Step 3: Then click on Accounts
Step 4: Then click on Google account setting
Step 5: Then Security
Step 6: Click on Two Step Verification
Step 7: Then you will get the option for app password, there select the other app and mention the name BUSY the click on generate.
Step 8: Copy the generated password and paste it in BUSY email configuration option.
Can I create sub-groups under Account ? If yes, how?
Yes, you can create sub-groups under Account group in BUSY, please follow below steps:
Step 1:In BUSY you can use Account Group Option, by using this you can create sub group under the primary expense group and categorize your expense. To know how to create Account Group can follow these steps:
Step 2: Open BUSY Accounting Software and select the company you want to work with. Then, go to the Administration tab on the top menu bar and click on Masters.
Step 3: Select Account Group option and click on Add.
Step 4: Enter your account group name and set Primary Group as N. Then, select the main expense group name from the drop-down list, such as Expenses (Direct/Mfg.) or Expenses (Indirect/Admn.). Click on Save.
Step 5: Now, when you create an expense master, you can select the account group that you have created and categorize your expense accordingly.
How can I configure the software to display the vendor's PAN number in purchase entries?
You can configure the vendor PAN number to display in the purchase entries.
Pls Follow the Below Steps :
Step 1: Open the vendor account in modify mode and add it PAN Number.
Step 2: Click on Administration
Step 3: Then Configuration
Step 4: Then Master Configuration
Step 5: Select the Master type - Account
Step 6: On Right Side, Go to Master Dropdown List Configuration
Step 7: Mention the no. of fields as 2 if it is already one selected. Maximum you can add 3 fields. Then seelct the PAN number field and width characters. It will show in vendor dropdown during the voucher entry.
Step 8: Another way is to add the PAN number field from the option show additonal information in bottom of list. Enable it and then click on field available tab, Go to the account fields and select the PAN number.
