Frequently Asked Questions

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:

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.

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.

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. 

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.

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.

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.

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.

Yes, you can see the registered parties in BUSY by using these steps:
Step 1: Go to administration menu then select masters option.
Step 2: Select account option and click on list.
Step 3: Choose screen option then select standard format and can select either all accounts or group of accounts.
Step 4: Set Y on show GST details option then open the report and you will see all the parties with type of dealer column.
Step 5: You can filter on only registered dealer by clickick on filter button or press F7.

If you want to validate GST number and update in party master then you can follow the given steps:
 Step 1: Go to Administration Menu
 Step 2: Click on Masters option 
 Step 3: Go to the modify option and select particular party and open the master
 Step 4: Go to the GSTIN/UIN option
 Step 5: Mention GST Number and click on Validate GSTIN Online option 
 Step 6: After validate GSTIN click on Update and Quit option
 Step 7: click on Save option and update it