Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
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.
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 can I set account groups according to accounting norms and rules?
To add account group , please follow below steps:
Step 1: go to the Administration tab on the top menu bar and click on Masters.
Step 2: Select Account Group option and click on Add.
Step 3: 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 4: Now, when you create an expense master, you can select the account group that you have created and categorize your expense accordingly.
How do I set up different units of measure for inventory items in BUSY, like bags, liters, meters, etc.?
To set up different units of measure for inventory item in BUSY, You may follow below steps:
Step 1: Go in administration.
Step 2: Select masters.
Step 3: Then go in unit.
Step 4: Click on add new and create as per your requirement.
Step 5: Save after create and set it in item master.
Step 6: Also can create through , Go in item master.
Step 7: In the option of unit press F3 and create unit.
Step 8: Save and proceed.
The sales order form in BUSY is not showing item pricing drop downs. How can I enable this feature?
To enable item pricing in drop down, follow these steps:
1. Go to Administration and click on configuration tab.
2. Click on Master Configuration and select the item in master type.
3. Set no. of additional fields in drop down, you can add a maximum of three fields.
4. Choose the field name such as item sale price, purchase price, or MRP as needed, and save the configuration. Subsequently, a window will appear prompting you to regenerate the master help file, click on yes and run this process.
Note: Take the latest backup before any process.
How do I switch an inventory item from services to goods category for GST billing?
To change item category from service to goods then please follow the given steps :
Note : Take latest backup of the company
Step 1: Go to Administration Menu
Step 2: Click on Masters option
Step 3: Then click on Item
Step 4: Then click on modify option and open item master in modify mode
Step 5: Then select tax category as Gst 18% instead of service 18%
Step 6: Then mention HSN code as related to goods if needed then save the masters
How to change the primary and alternate units for an item in the master?
You can change the primary or main unit of item but there is no provision to change Alt. unit of item.
Note : Take latest backup of the data
Further, You can Follow the steps for change Main or primary unit of item:
Step 1: Go to Administration Menu
Step 2: Click on Masters
Step 3: Then click on Item master
Step 4: Then click on Modify option and open the item master then click on Check Unit Change and change the main unit
Step 5: Then save the changes by click on save button
How do I enter new vendor/customer records into the system?
To enter new vendor or customer records into the system, you need to follow some steps :
Step 1: Go to the Administration and then click on Masters.
Step 2: Now click on Account and then click on Add option.
Step 3: Now fill in the required details such as name, address, contact information, and any other relevant information.You can also press F4 and enter GSTIN and click on Validate option and update all details in master with this option all details will be fill automactically as per GST Portal details for that party.
How do I create a sale type master for export?
To create a sale type master for export in BUSY, follow these steps:
Step 1: Go to the administration menu, then select Masters and click on Sale Type.
Step 2: Click on Add then enter the sale type name and select the required taxation type.
Step 3: Select Region as Central and tick on Export in the type of transaction.
Step 4: Choose tax calculation as Single Tax Rate or Multi Tax Rate as per your requirements.
Step 5: After creating it, add a sale voucher from the transactions menu and select that sale type.
How to mark a party as unregistered in BUSY?
To mark a party as unregistered in BUSY, you need to follow these steps:
Step 1: Go to the Administration tab and click on the Masters.
Step 2: Select Account and then click on Modify.
Step 3: Select the party that you want to mark as unregistered.
Step 4: Choose Un-Registered in the Type of Dealer field and remove GSTIN if specified.
Step 4: Click on Save to apply the changes.
Note: Take latest Backup of your data before make any changes in your data.