Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
Some text or names are misspelled in BUSY How can I fix them
: To rectify Some text or names are misspelled in BUSY, you can follow below steps.
Step 1: Open the company in BUSY.
Step 2: Go to 'Administration', then select 'Masters', option.
Step 3: Select desire master option in which you want to rectify the name.
Step 4: Suppose desire master is account then go to 'Account', select 'Modify' option
Step 5: Search for desire master, click enter on that master.
Step 6: You will get 'Modify Account Master' option. Here you can modify master name & rectify with correct name.
Step 7: Press 'Save' button to Save this master.
How does BUSY software assist in managing inventory levels during production planning?
Here Is a steps to how BUSY software assists in managing inventory levels during production planning:
Step 1: In BUSY, keeps track of all inventory items, including raw materials, components, and finished goods, in real-time.
Step 2: It provides detailed inventory reports that show the current levels of each item in stock, including quantities on hand, on order, and in production.
Step 3: Minimum order Levels allows you to set minimum stock levels for each inventory item.
Step 4: Reorder level helps you in automatically generating purchase orders or production orders based on the reorder point.
I need help understanding how to do tax configuration in the software.
You can configure tax In Item master in BUSY by following the below mentioned steps
Step 1 : First go to administration
Step 2 : Then go to masters
Step 3 : Then select item option and add the item master if you wants to create a new item or otherwise select that item in modify if already created
Step 4 : Then define tax rate in tax category column in item master
Step 5 : Then it will apply tax in voucher as per tax rate define in your item
What is the process for entering opening balances and backdated transactions?
To enter opening balances in BUSY, you can go to
Step 1 : Click on administration
Step 2 : Then select the "Accounts" menu
Step 3 : And select account define "Opening Balances." From there, you can enter the balances for each account.
For backdated transactions, you can configure the option to allow or restrict backdated entries based on voucher type and voucher series. You can specify the number of backdays allowed for each voucher type. This will determine whether users can enter backdated vouchers beyond a certain number of days from the current system date.
How do I export the Material Center to Google Sheets?
To export the Material Center to Google Sheets in BUSY,please follow below steps:
Step 1: Log into Company and Go to Administration Menu.
Step 2: And select the masters submenu and click on the material centre Option.
Step 3: After that click on the list option and and choose screen option on the given window. here you select All Mc's option.
Step 4 :Once list opened , click on the Export button or press ALT+E and select the format as Google Sheet Option . And Click on the Okay button to Export the list.
How to make changes in item master in BUSY?
To make changes in item master in BUSY you can follow below steps:
Step 1:Open the BUSY Accounitng Software on your system.
Step 2:Open the selected company.
Step 3:Go to administration then click masters then Please open the item that you want to modify, and then you can make any desired changes in the item master then save the master.
If you want to modify an item when entering a transaction, the shortcut key is Alt + M. After that, your item master will open,and you can make changes and save it.
Can I adjust invoices into credit note?
Yes, to adjust invoices credit notes , please follow below steps:
Step 1: Go to the Transactions menu.
Step 2: For goods return from customer, select Sales Return ( Cr. Note).
Step 3: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., original voucher no., etc.
Step 4: To adjust the rate difference in sale, you can use Cr. Note(w/o Items).
Step 5: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.
Why are my changes to tax items not getting updated in the sales module during billing? What can cause this and how to resolve?
If changes are not getting updates in voucher entry then check your item master confirm all details that should be proper enter and resave the master and if it is about price and other details in Drop down then you can follow some steps:
Step 1: Take backup of your concern company.
Step 2: Now open your company and click on House Keeping.
Step 3: Now click on Regenerate Master Help File and tick on Item Only option and run the process and ensure the item during voucher entry.
I am unable to add or update new inventory items in the software. What steps should I follow to do this?
If you want to add or change Item Name in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Masters.
Step 2: Select Item and click on Modify. Choose the item of which you want to change name.
Step 3: After open Item Master window you can edit and save changes.
Make sure to take latest backup of your data before make any changes. To do the same can follow these steps:
Do we have any options where we can stop affecting the inventory in only one series?
In BUSY, we do not have an option to disable stock maintenance voucher series wise. You can use Do not maintain stock balance to prevent inventory updates on an item-wise basis by following these steps:
Step 1: Go to administration then click on Master menu
Step 2: Select the item master tab then click on ModiFinancial Year option
Step 3: Now, select the required item master and open in modiFinancial Year mode
Step 4: Next, Enable the Do not maintain stock balance option in order to stop effecting inventory for particular item and save the master.