Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - master configuration
How to maintain party master details for GST compliance in BUSY?
To maintain Party master details for GST compliance in BUSY, you only need the party GST number. BUSY allows you to validate the GSTIN, check its status, and update other relevant details in the party account with just a single click.
To validate the GSTIN and update the party details in account, follow the below steps:
Step 1: Go to administration section then click on Master menu
Step 2: Now, Choose the Account option and click on modify tab
Step 3: After accessing the account master, enter the GST number of the party in the Party GSTIN field. Then, click on the Validate tab.
Step 4: Next, Verify the GSTIN status. It must be active.
Step 5: After Validate the GSTIN , click on update back and quit option to update the party details in its account master.
How can I customize sales types and tax rates in BUSY for my business needs?
To customize sales types in BUSY you need to follow some steps:
Step 1: Go to Administration and then click on Master.
Step 2: Now click on Sale type master and click on modify and then you can make changes as per you requirement and save the configuration.Even you can create new sale type instead modify sale type by click on Add option
To customize tax rate in BUSY you need to follow some steps:
Step 1: Go to Administration and then click on Master.
Step 2: Now click on Tax category master and click on modify and then you can make changes as per you requirement and save the configuration.Even you can create new Tax category instead modify Tax category by click on Add option
How do I copy the customer's address from one form to another in the software?
To copy customer address from one firm to another firm then follow the given steps :
Step 1: Open both company at a same time
Step 2: Then go to first company in which you want to copy customer address
Step 3: Then go to administration menu
Step 4: Click on Master option
Step 5: Then click on Modify button
Step 6: Open account master in modify mode and copy address of the party or customer
Step 7: Then go to second company
Step 8: then open party master where you want to mention same address
Step 9: Then press Cntrl+V and paste address in the respective field
Step 10: Then click on save button to save the master after mentioned all neccessary details
How do I add, edit, or remove products/services in BUSY?
To add the product/service in BUSY you can follow the Steps.
Step 1. Open BUSY Software
Step 2. Open company
Step 3. Go to Administration menu click
Step 4. Master click
Step 5. Item click
Step 6. Click on add
Step 7. Then mention product/service name, unit and other detail.
Step 8. Then save the master.
To edit or modify the product/service you can follow the steps.
Step 1. Go to Administration menu click
Step 2. Master click
Step 3. Item click
Step 4. click on modify
Step 5 Then search item master to modify then click
Step 6. now you can edit the product/service.
And through function key f8 you can delete or remove it.
Can I get optional fields added to item masters?
Yes, you can add the optional fields for item master also. To add the optional fields you need to follow below given steps
Step 1: Take a latest backup of the company in which you want to add optional fields in item.
Step 2: Go to administration menu and select configuration option.
Step 3: select master configuration option and in next window of master configuration select master type from dropdown as item.
Step 4: Now navigate to top left side of the window and mention no of optional fields required and also name them.
Step 5: Make sure to click on save button to save the configuration.
Step 6: Now from masters menu go to item option and click on add or modify option to check optional field showing or not.
How do I check the number of unregistered creditors in BUSY?
To check the number of unregistered creditors in BUSY, follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select masters then click on list and choose screen.
Step 3: Select standard format then click on group of accounts and enter the group name as sundry creditors and set Y on show gst details.
Step 4: After opening the report you will see type of dealer column in which both registered and unregistered shows so you need to filter on that column by pressing F7 or click on filter button.
Step 5: Select field type of dealer, equals sign in operater and in value type unregistered then click on filter button.
Step 6: After that you will see only unregistered creditors and you will also see the numbers of counts.
How do I make a ledger for freight charges in BUSY?.
To create a ledger for freight charges in BUSY, follow these steps:
Step 1: Open BUSY.
Step 2: Go to the Administration menu.
Step 3: Select the Masters option.
Step 4: From the dropdown menu, choose Account.
Step 5: Click on the 'Add' button to create a new ledger.
Step 6: Enter a suitable name for the ledger, such as Freight Charges.
Step 7: Choose the appropriate group for the ledger, such as Expenses or Direct Expenses, depending on your accounting preferences.
Step 8: Set any required details for the ledger, such as the opening balance, if applicable.
Step 9: Save the ledger.
By following these steps, you will have successfully created a ledger for freight charges in BUSY.
Why am I getting an error that UQC is blank when trying to generate an e-waybill in BUSY?
You are getting an error that UQC is blank when trying to generate an e-waybill in BUSY because the unit quantity code (UQC) for the items in your invoice is not defined or left blank. You need to update the UQC for each item in the Masters section of BUSY to resolve this error.
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 setup and configuring tax rates properly in BUSY. What should I keep in mind?
To set up and configure tax rates properly in BUSY, you should keep in mind the tax rates for different products, whether you want to apply different tax rates for different products in the same invoice, and whether you want to add tax rates to your invoices. You can also use the multi-tax sale or purchase type option to set up different tax rates.You need to enter tax rate in item master if required tax rate does not exist then you can follow some steps:
Step 1: Go to Administartion and click on Master.
Step 2: Now click on Tax Category and click on Add Option.
Step 3: Now enter the tax rate name and specify type Goods or services then mention tax rate for all type of tax and save the master.
How do I manage accounts payable and accounts receivable in BUSY?
In BUSY, we have to create Account Payable and Receivable for transaction and can view reports accordingly.
Pls Follow the Below Steps For Account Creation:
Step 1: Administration
Step 2: Masters
Step 3: Account
Step 4: Add
We have multiple reports in Outstanding Analysis Option. Pls Follow Below Steps :
Step 1: Display
Step 2: Outstanding Reports
Amount Receivable and Amount Payable - Here can check customer data with outstanding balance amount.
Bills Receivable and Bills Payable : Here can check customer voucher according to References. Pls Follow Below Steps.
Step 1: Administration
Step 2: Configuration
Step 3: Features & Options
Step 4: Account
Step 5: Enable the option Bill by Bill
Step 6: Open the Party Account and Enable the bill by bill option.
Step 7: During Sale or Puchase Voucher entry Reference get create and adjust it accordingly in receipt or Payment voucher.
