Frequently Asked
Questions

Q: How can I pass the payment entry in single entry system?

To pass the payment entry in single entry system then need to follow the below steps. If you have done the transaction in double entry then will not able to pass it in single entry system. Pls follow the below steps. Step 1: Click on Administration and then Configurations Step 2: Then Features and Options and Accounts Step 3: Tick the option of single entry system for payment and receipt voucher and save it. Step 4: Go to the transaction menu and sub menu payment Step 5: Click on Add, Here mention the payment mode as cash or bank account and party account then save it.

Q: How do I record business expenses in BUSY?

You can record any Booking or payment of business expenses in BUSY. To book the expenses you can follow the steps. Step 1. Open BUSY Software Step 2. Open company Step 3. Go to transaction menu click Step 4. Journal voucher click Step 5. fill date, bill no, enter expense booking entry. For payment of expense you can follow the Steps. Step 1. Go to transaction menu click Step 2. payment voucher click Step 3. click on add Step 4. fill date, bill no, enter payment entry of expense.

Q: How are performer invoices adjusted in BUSY sales?

To generate sales orders from quotations in BUSY, you need to follow these steps: Step 1: Create a quotation by entering the necessary details such as customer information, item details, and pricing. Step 2: Save the quotation. Step 3: Go to the Sales voucher under transaction menu and select "Add" Step 4: In the Sales screen, select the customer for whom the quotation was created. Step 5: Use F11 key on item grid to pick refrence of quotation in order Step 6: Verify the details and make any necessary changes. Step 7: Save the sales invoice. By following these steps, you can generate sales from quotations in BUSY.

Q: I want to adjust multiple vouchers with minor differences in amounts. What is the easiest way to do this?

Easiest way to adjust multiple vouchers with minor differences in amt. You Need to do Journal entry with adjust in round off account, To Create a Journal Voucher in BUSY.Kindly follow the following Steps Step 1: Go To Transactions Menu Click on Journal Voucher option. Step 2: Under the Payment Voucher click on add. option. Step 3: Enter Journal Voucher Header details - Select voucher Series name, date,voucher no.,GST Nature. Step 4: Select debit the party account and enter Debit amt. Step 5: Select credit Account As Rounded Off and Amt of credit side. Step 6: Click on Save.

Q: How can I maintain when the customer is making the payment during the sales through cash or bank account?

If the customer is making the payment during sales then you can use the settlement details feature in BUSY. Pls follow the below steps. Step 1: Click on Administration Step 2: Then Configuration Step 3: Then Voucher Series Configuration Step 4: Then Select the required voucher type and series Step 5: Then Voucher Configuration Step 6: Then enable the Settlement details option Step 7: Click on Configuration tab Step 8: Specify the settlement mode and account. Step 9: Enable the required option as per your need Step 10: During voucher entry, Settlement window will popup after saving the voucher. Step 11: Can check Settlement wise report under Display Menu.

Q: I need to send the invoice copy to customer in advance. How can I do this before actual generation?

To send the invoice copy to customer in advance before generating actual You can use the proforma invoice or quotation option To generate quotation in BUSY follow the steps Step1 go to configuration menu and click on feature option and then click inventory Step2 enable sale purchase quotation and save Step3 Go to transaction menu and click to Quotation and add Step4 fill voucher date number sale type party name item details and price amount apply tax and save Step5 then send mail the quotation or proforma invoice to customer

Q: How to create recurring sales invoices in BUSY?

BUSY provides option for replication of voucher, in which you have to specify one voucher as template so that software can copy same voucher in defined interval. To use this option, please follow below steps: Step 1: Go to the Administration menu Step 2: Click on Bulk Updation option Step 3: Select set voucher as template option, tag voucher as a template which you want to replicate Step 4: Select voucher replication option in Bulk updation, Set created template for replication and its interval Step 5: Define no. of copies you want to replicate Step 6: Save the configuration by clicking on SAVE button

Q: How do I enter receipts with GST and RCM instead of GST into BUSY?.

You can enter receipt with GST into BUSY. Step 1: Go to Transactions Menu and click on Receipt voucher. Step 2: Click on Add and select voucher series name, date voucher no., type. Step 3: click on GST nature and select Advance Receipt option. Step 4: Select credit as party account and Debit as bank account. Step 5: click on Save. after click on save will get popup window of Allocation of advance with GST Step 6: Enter Ref. No. Advance Amount and Tax rate %. Step 7: Click on Save.

Q: How to enter receipt voucher and record opening balances in BUSY?

If you want to record receipt in BUSY, you can follow these steps: Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions menu. Step 2: Choose the Receipt Voucher and click on Add. Step 3: Fill in the necessary details such as Date, Voucher no., Amount, etc. in the selected voucher. You can enter the opening balance for your Account Master or Item Master in two ways: either when you create them or later when you modify them. Please note that Opening Balance and Related Entries can be changed only in the Beginning F.Y.

Q: How do I record late fees for GST payments in BUSY?.

To record the late fees for gst payments in BUSY you need to follow the steps Step1 Go to the display menu and click gst summaries Step2 select GST summary and select the date range Step3 Press F4 and select Regular GST payment option and pass the journal entry for GST payment Step4 while saving the journal entry of gst payment a gst payment details box will open where you have to mention the late fees for which tax type you have made and all the necessary challan details then save the voucher

Find Solutions to Common Issues Related to configurations - voucher entry accounting

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

How can I pass the payment entry in single entry system?

To pass the payment entry in single entry system then need to follow the below steps. If you have done the transaction in double entry then will not able to pass it in single entry system.
Pls follow the below steps.
Step 1: Click on Administration and then Configurations
Step 2: Then Features and Options and Accounts
Step 3: Tick the option of single entry system for payment and receipt voucher and save it.
Step 4: Go to the transaction menu and sub menu payment
Step 5: Click on Add, Here mention the payment mode as cash or bank account and party account then save it.

How do I record business expenses in BUSY?

You can record any Booking or payment of business expenses in BUSY. 
 To book the expenses you can follow the steps. 
 Step 1. Open BUSY Software 
 Step 2. Open company 
 Step 3. Go to transaction menu click 
 Step 4. Journal voucher click 
 Step 5. fill date, bill no, enter expense booking entry. 
 For payment of expense you can follow the Steps. 
 Step 1. Go to transaction menu click 
 Step 2. payment voucher click 
 Step 3. click on add 
 Step 4. fill date, bill no, enter payment entry of expense.

How are performer invoices adjusted in BUSY sales?

To generate sales orders from quotations in BUSY, you need to follow these steps:
Step 1: Create a quotation by entering the necessary details such as customer information, item details, and pricing.
Step 2: Save the quotation.
Step 3: Go to the Sales voucher under transaction menu and select "Add"
Step 4: In the Sales screen, select the customer for whom the quotation was created.
Step 5: Use F11 key on item grid to pick refrence of quotation in order
Step 6: Verify the details and make any necessary changes.
Step 7: Save the sales invoice.
By following these steps, you can generate sales from quotations in BUSY.

I want to adjust multiple vouchers with minor differences in amounts. What is the easiest way to do this?

Easiest way to adjust multiple vouchers with minor differences in amt. You Need to do Journal entry with adjust in round off account, To Create a Journal Voucher in BUSY.Kindly follow the following Steps
 Step 1: Go To Transactions Menu Click on Journal Voucher option.
 Step 2: Under the Payment Voucher click on add. option.
 Step 3: Enter Journal Voucher Header details - Select voucher Series name, date,voucher no.,GST Nature.
 Step 4: Select debit the party account and enter Debit amt.
 Step 5: Select credit Account As Rounded Off and Amt of credit side.
 Step 6: Click on Save.

How can I maintain when the customer is making the payment during the sales through cash or bank account?

If the customer is making the payment during sales then you can use the settlement details feature in BUSY.
Pls follow the below steps.
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Voucher Series Configuration
Step 4: Then Select the required voucher type and series
Step 5: Then Voucher Configuration
Step 6: Then enable the Settlement details option 
Step 7: Click on Configuration tab
Step 8: Specify the settlement mode and account.
Step 9: Enable the required option as per your need
Step 10: During voucher entry, Settlement window will popup after saving the voucher.
Step 11: Can check Settlement wise report under Display Menu.

I need to send the invoice copy to customer in advance. How can I do this before actual generation?

To send the invoice copy to customer in advance before generating actual You 
 can use the proforma invoice or quotation option 
 To generate quotation in BUSY follow the steps 
 Step1 go to configuration menu and click on feature option and then click inventory 
 Step2 enable sale purchase quotation and save 
 Step3 Go to transaction menu and click to Quotation and add 
 Step4 fill voucher date number sale type party name item details and price amount 
 apply tax and save 
 Step5 then send mail the quotation or proforma invoice to customer

How to create recurring sales invoices in BUSY?

BUSY provides option for replication of voucher, in which you have to specify one voucher as template so that software can copy same voucher in defined interval. To use this option, please follow below steps:
Step 1: Go to the Administration menu
Step 2: Click on Bulk Updation option
Step 3: Select set voucher as template option, tag voucher as a template which you want to replicate
Step 4: Select voucher replication option in Bulk updation, Set created template for replication and its interval
Step 5: Define no. of copies you want to replicate
Step 6: Save the configuration by clicking on SAVE button

How do I enter receipts with GST and RCM instead of GST into BUSY?.

You can enter receipt with GST into BUSY. 
 Step 1: Go to Transactions Menu and click on Receipt voucher. 
 Step 2: Click on Add and select voucher series name, date voucher no., type. 
 Step 3: click on GST nature and select Advance Receipt option. 
 Step 4: Select credit as party account and Debit as bank account. 
 Step 5: click on Save. after click on save will get popup window of Allocation of advance with GST 
 Step 6: Enter Ref. No. Advance Amount and Tax rate %. 
 Step 7: Click on Save.

How to enter receipt voucher and record opening balances in BUSY?

If you want to record receipt in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions menu.
Step 2: Choose the Receipt Voucher and click on Add.
Step 3: Fill in the necessary details such as Date, Voucher no., Amount, etc. in the selected voucher.
You can enter the opening balance for your Account Master or Item Master in two ways: either when you create them or later when you modify them.
Please note that Opening Balance and Related Entries can be changed only in the Beginning F.Y.

How do I record late fees for GST payments in BUSY?.

To record the late fees for gst payments in BUSY you need to follow the steps 
 Step1 Go to the display menu and click gst summaries
 Step2 select GST summary and select the date range 
 Step3 Press F4 and select Regular GST payment option and pass the journal entry for GST payment 
 Step4 while saving the journal entry of gst payment a gst payment details box will open 
 where you have to mention the late fees for which tax type you have made and all the necessary 
 challan details then save the voucher

Frequently AskedQuestions