Frequently Asked Questions

To can pass the expense entry through purchase voucher as an Item.
Pls follow the below steps for Expense as an item :
Step 1: Click on Administration Then Masters
Step 2: Then Item and click on Add and enter the Item name as expense
Step 3: In the left side,There is a option of specify purchase account then choose specify here and mention the expense account.
Step 4: On the Right bottom side, You have to enable the dont maintain stock balance option so that the stock will not get maintain and save it.

To post payment voucher in BUSY , you can follow the below steps:
 Step 1: Go to transaction then payment and select add 
 Step 2: Mention date and nature of transaction 
 Step 3: Select party to whom you are making payment in debit then mention cash or bank in credit 
 Step 4: Check group of master should be cash or bank to show in credit side in voucher 
 Step 5: then save voucher 
 By following these step you can post payment in BUSY.

To retrieve the voucher number for a specific sale, you can follow these 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: To adjust the rate difference in sale,  Cr. Note(w/o Items).
Step 5: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.

"To include Gst in insurance expense, kindly follow below steps:
 Step 1: Click on Transaction Menu and then add Journal voucher.
 Step 2: In GST Nature Field select register expense B2B from dropdown
 Step 3: Debit the Insurance Charge A/c withTaxable Amount
 Step 4: Debit the Tax Amount input A/c as per the applicability and credit Insurance Service Provider 
 Step 5: At time of saving we will get option to update Purchase Bill no,date, HSN code, Taxable and Tax amount.
 Step 6: Click on Save or Press F2

If you want to issue a Debit Note or Credit Note for a sale, it depends on the situation. If the customer is returning goods, you should issue a credit note. If there is an error in the invoice or payment, you should issue a debit note. To issue a Debit Note (without Item), follow these steps:
 Step 1: Go to Transactions, then click on Debit Note (without item), and click on Add.
 Step 2: In the GST Nature, select Dr. Note Issued against Sale Then enter relevant details

To change the invoice if there is a mismatch in the Bill To and Ship To parties. 
 Step1: You can go to the party master and enter separate billing and shipping addresses. 
 Step2: If using billing to shipping detail feature for shipping addresses can updated for billing and shipping window in invoice 
 Step3: Then, while generating the invoice, select the party code to auto-populate the billing address. After that, you can manually change the shipping address in the invoice to match the Ship To party's address.

In BUSY, when you enter receipt voucher there will two options are visible as GST nature either not applicable or advance receipt.
1. Not applicable: It is a simple receipt mode where no link of tax with your receipt amount.
2. Advance receipt: If you recieved any amount from a party before sale then as per the GST rules you need to pay tax on the receipt amount. So in that case you should select advance receipt option and create a reference which needs to be adjusted in the sale voucher.

You can pass journal entry to adjust the difference or if your are using round off as Bill sundry then can folow below steps:
Step 1: Go in administration and select configuratopn option.
Step 2: Then select voucher series configuration.
Step 3: Then click on relevant voucher type and series.
Step 4: Then select the voucher configuration option.
Step 5: Then on top of right hand there is an option to auto round off bill sundry.
Step 6: Click on configure and set the upper , lower account and other configuration.
Step 7: Save and check.

To record IGST tax payments in BUSY you need to follow the steps 
 Step1 Go to transaction menu and click on journal or payment voucher 
 Step2 Click to add voucher 
 Step3 Fill Series date voucher number and select GST nature as GST payment to government 
 Step4 debit the IGST output account and credit your bank 
 Step5 save the voucher and and fill tax adjustments details and select payment type regular payment
 Step6 put any late fees or penalty fees or interest deatils then save

To apply Gst in insurance expense, kindly follow below steps:
 Step 1: Click on Transaction Menu and then select Journal Menu
 Step 2: In GST Nature Field select register expense B2B from dropdown
 Step 3: Debit the Insurance Charge A/c withTaxable Amount
 Step 4: Debit the Tax Amount input A/c as per the applicability and credit Insurance Service Provider 
 Step 5: At time of saving we will get option to update GST details, HSN No, Taxable and Tax amount.
 Step 6: Click on Save or Press F2