Frequently Asked Questions

To correct a bill with incorrect taxable amounts in BUSY, either you can modify that voucher and correct the taxable value or pass debit or credit note voucher. To know how to create them follow the below steps: 
Step 1: Go to transactions menu then select debit note or credit note (w/o items) and click on add.
Step 2: After that enter the required details such as date, voucher number, GST nature as against sale or purchase, debit and credit account with amount then save.
Step 3: At the time of saving a window will appear in that you have to mention the original invoice number and other details then save.

If you need to modify a voucher, you can follow these simple steps: 
 Step 1: Go to the Transaction Menu. 
 Step 2: Click on the payment voucher. 
 Step 3: Click on the "Modify" option. 
 If you don't want to modify the same voucher for any reason, you can enter a journal voucher instead. To do this, follow these steps: 
 Step 1: Go to the Transaction Menu. 
 Step 2: Click on the journal voucher. 
 Step 3: Click on the "Add" option. 
 This will allow you to do a reverse entry of the actual entry.

To record payments from customers in BUSY, follow these steps:
Step 1: Open BUSY.
Step 2: Go to the "Transactionsection & select 'Receipt' vch. & Select 'Add'option.
Step 3: Enter the Receipt details, such as Date, Receipt mode (Cash/Bank), Narration etc.
Step 4: Select the customer for whom you want to record the receipt.
Step 5: Enter appropriate amount received from customer.
Step 6: Choose the appropriate invoice(s) against which the payment is being made by customer.
Step 7: Then Enter further details such as instrument details, short narration & long narration if available etc.
Step 6: Press 'Save' button to Save this voucher.
By following these steps, you will be able to record receipt entry in BUSY.

In BUSY, you need to follow the appropriate accounting principles. Here's a general guideline:
 Step 1: Create separate ledger accounts for Freight Expenses and Forwarding Charges 
 Step 2: Record the Original Expenses and pass journal entry 
 Step 3: Debit: Freight Expenses 
 Credit: Bank/Cash
 Step 4: Create a ledger account for Reimbursements
 Step 5: When you receive reimbursement for these charges pass reimbursement entry 
 Step 6: Debit: Bank/Cash 
 Credit: Reimbursements
 Step 7: Create an adjustment entry to adjust the reimbursement against the original expense.
 Step 8: Debit: Reimbursements 
 Credit: Freight Expenses (for the amount reimbursed) 
 Credit: Forwarding Charges (for the amount reimbursed)

If you are facing issues while recording payment vouchers on BUSY, there are a few steps you can take to resolve this:
 Step 1: Make sure that your are using latest version of BUSY.
 Step 2: Check whether the payment window belongs to single entry vocher system or dual voucher system as have to enter transactions accordingly.
 Step 3: Ensure that you have selected the appropriate accounts for debit and credit entries.
 Step 4: Also check the user rights whether you are making entry with Sub user or Admin/Super User.
 Step 5: If the admin had disallowed back date entries then also you cannot modify the payment voucher

If you have profit in your business and want to transfer that in capital account in BUSY software
 Please follow the given steps
 Step 1 First check total profit coming in trial balance
 Step 2 Create a capital accounts in BUSY software
 Step 3 To create a capital accounts go on administration
 Step 4 Click on masters
 Step 5 Click on accounts
 Step 6 Click on ADD
 Step 7 Type here capital account name and select group as CAPITAL ACCOUNT
 Step 8 Go on Transaction
 Step 9 Click on journal and then ADD
 Step 10 Create here a entry Profit and loss account debit and Capital account credit

If you are unable to see any entries in bank please follow these steps:
Step 1: Make sure you have generated the vouchers of bank related entries in BUSY:
Step 2: If not then you need to create bank acount and do the entry
Step 3: So go to the administration menu
Step 4: Then click on masters
Step 5: Then click on accounts
Step 6: Then click on add button 
Step 7: Afterwards create bank account and specify account name 
Step 8: Then specify the group name as bank accounts and save it
Step 9: Then go to transactions menu and do the entry of bank account in journal,payment and receipt voucher etc

To add product details like UQC (Unit of Quantity Code) and description in BUSY invoices, follow these steps: 
 1. Go the administration menu 
 2. Select on master options 
 3. Click on unit and modify 
 4: Select the unit and you will find fields to enter the UQC. 
 5: In master option item or product for which you want to add the details. 
 6: In the item details section, you will find fields to enter the UQC and description. 
 7: In the description field, enter a brief description of the product. 
 8: Save the product details including UQC and description

The reasons why you are getting error while trying to pass a GST reverse entry in BUSY 
 is as follows 
 1 The error might be showing due to wrong ledger posting 
 2 The error might be showing due to improper tax category mentioned in ledger 
 3 The error might be showing due to improper selection of gst nature 
 to resolve the error follow the steps 
 1 while generating reverse entry the GST output ledger must be credit 
 2 The gst account must be tagged under proper tax type 
 3 The gst nature should be Gst tax adjustment

To save a draft invoice in BUSY before generating the final 
 invoice you can follow the steps 
 Step1 go to administration menu click configuration then 
 click voucher series configuration and select sale and click on 
 add new to create a series with the name of draft
 Step2 go to transaction menu and click to sales then click to add
 Step2 select select series as draft then Fill the voucher details as per your requirement and save this will be save as draft 
 Step3 when you will generate the final bill open this invoice in modify mode and change the series