Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
I need to update customer and vendor details in BUSY. What is the process for editing master data?
To update customer and vendor details 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 Account and click on Modify. Choose the Account/Vendor of which you want to change name.
Step 3: After open Account 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:
I am not able to create a new reference for a party. How can I fix this?
If you are not able to create bill reference of an party during voucher entry then might be the option is disabled in their master. To enable it follow these steps:
Step 1: Go to Administration and click on Masters.
Step 2: Select Account and click on Modify.
Step 3: Choose the party name and enable the option Maintain Bill by Bill Balancing then save changes.
Step 4: You can also open the party master by press ALT+M on the party name in voucher.
Note: Take backup of your data before making any changes.
Why can't I enter separate GST for freight charges in my invoice?
You can create freight charges as an item and mention the tax category then apply in the voucher for calculating seperately.
Pls follow the below steps :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Item
Step 4: Then Add by the expense name
Step 5: In the left side, mention the freight charges account under specify purchase account so it will show in the expense head in balance sheet. Enable the dont maintain stock balance option so that stock will not get maintain.
How can I see the total amount before finalizing a credit note?
To see the total amount before finalizing a credit note in BUSY 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: At the below of voucher entry total amount will be shown . You can cross check it. after that click on the save button and save the voucher.
How do I create a new unit of measurement in BUSY?
If you want to create a new Unit 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 Unit and click on Add.
Step 3: Type in the name and print name of your unit as per your preference. Then, choose the appropriate UQC (Unit Quantity Code) for your unit from the drop-down list. The UQC is required for filing E-Return, Eway-Bill, and E-Invoice related to your unit.
I need help entering a new asset purchase and the related depreciation. What are the steps?
To record an entry of new assets purchase in BUSY and mention the depreciation rate, you need to follow these steps:
Step 1: Go to Administration and click on Masters.
Step 2: Select Account then click on Add.
Step 3: Enter your assets details such as Name, Group, etc and enter the Depreciation Rate.
Step 4: Next, Go to transaction menu and select Journal voucher.
Step 5: Click on add and enter the necessary details such as Date, Vch Number, GST Nature, etc.
Step 6: Debit your assets account and credit your payment mode.
Is there a consolidation report that can show which items do not maintain stock balance?
In BUSY there is no report available to see in which items the option of Do not maintain stock balance is enabled. However you can configure Item's list by using these features:
Step 1: Open your company then go to Administration menu.
Step 2: Select Masters and click on Items.
Step 3: Select List and click on Configurable (Alphabetical).
Step 4: Click on Select Fields and choose field Do Not Maintain Stock Balance then save.
Step 5: After that list of items will appear with a column of do not maintain stock balance.
How should I add employee names in BUSY Accounting Software?
If you have enable payroll feature in BUSY, then you can add employee names by using these steps:
Step 1: Go to administration menu then select masters.
Step 2: Select employee then click on add and enter the requirede details such as name, employee code, salary mode, group, etc.
Step 3: After that click on salary structure button and the salary component with amount as required then save.
Step 4: At the time of saving a window will pop up of payment mode details in that mention the payment mode then save.
How do I manage customers and vendors in BUSY?
To manage customers and vendors in BUSY, you can create account master in data and add their details such as name, address, contact information, and GST number, follow these steps for creating an account master:
Step 1: Go to Administration and click on the Masters tab.
Step 2: Click on Account option and then click on add to create a new account master.
Step 3: Add customer or vendor details such as account name, group, address, GST number, contact information etc.
Step 4: Now can add transactions and view reports in BUSY.
How to change credit period for customers in BUSY?
If you want to change credit period for customers 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 Account and click on modify and choose that account which you want to modify.
Step 3: On the account master page, you will see an option called "Credit Days for Sale". Here, you can enter the number of days that you allow your customers to pay for their purchases.