Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry accounting
How do I enter the original invoice number in the credit note?
To enter the original invoice number in the credit note, you need to follow these steps:
Step 1: Go to transactions menu then select 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, 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.
How do I correctly transfer or post entries from one ledger or account to another?
If you want to transfer entries from one ledger to another account, you can add the journal voucher. To add a journal voucher, follow these steps:
Step 1: Go to the Transaction Menu, then click on Journal.
Step 2: Click on Add, then enter the date and select the account in the Dr. or Cr. column.
Step 3: Ensure that you enter the correct account and amount in the debit or credit column.
Step 4: Check the ledger of accounts to confirm the effect.
How do I record advance payments from customers in BUSY? What is the process?
To record advance payments from customers in BUSY, you can follow these steps:
Step 1: Go to the Receipt Voucher entry screen.
Step 2: Select the Voucher Series "Main" then Enter the "Date"
Step 3: Select the GST Nature "Advance Receipt"
Step 4: Select the customer account in the "Account" field.
Step 5: Enter the amount of the advance received in the "Amount" field.
Step 6: Choose the appropriate bank or cash account in the "Bank/Cash" field.
Step 7: Save the Voucher to record the advance payment.
What steps should I follow to reconcile my bank statements in BUSY Accounting Software?
To reconcile your bank statements in BUSY then you need to use the bank reconciliation feature.
Pls Follow Below Steps for Bank Reconciliation :
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Features and Options
Step 4: Then Accounts
Step 5: Enable the Bank Reconciliation Option
Step 6: Pass the Voucher entry with Bank Account Name
Step 7: Then go to the Display
Step 8: Then Bank Reconciliation
Step 9: Click on Show Uncleared Entries
Step 10: Press F4 for clear the entry
Step 11: Reconciliation Statement
How do I enter a credit note for a sale discount?
To enter a credit note for a sale discount, you need to follow these steps:
Step 1: Go to transactions menu then select 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, 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 voucher details and other details then save.
How can I delete a line from a bill using F9?
To using F9 key you can hide the row entry in BUSY , please follow below steps:
Step 1: Go to transaction menu.
Step 2 : Select particular voucher types like sale or Purchase.
Step 3 : Click on sale/ Purchase.
Step 4: select Modify option.
Step 5 : entrer Voucher No and Date.
Step 6: select the Item Entry which you want delete or remove
Step 7: Then press F9 key abd hide the row .
Step 8: And save the changes.
Why am I unable to see the transport details while entering import transaction in purchase voucher in BUSY Software? How can I enable this?
To enable the transport details in purchase voucher while importing you can follow the steps.
Step 1. Go to administration menu click
Step 2. Go to configuration click
Step 3. Voucher series configuration click
Step 4. Select purchase voucher click
Step 5. Voucher configuration click
Step 6. In right side you will get an option of input transport details
Step 7. Press y to yes the option
Step 8. Save the configuration.
I want to claim GST credit on freight charges in my GST return. How should I enter freight charges in my invoice on BUSY?
To record the freight charges entry with GST then you have to pass the registered expense B2B entry through journal or payment voucher.
Pls follow the below steps :
Step 1: Click on Transactions
Step 2: Then Payment
Step 3: Then Add
Step 4: Select the GST Nature registered expense B2B then in the entry DEBIT the expense account in which GST should be applicable and Tax category in the expense master, DEBIT the tax account and CREDIT the party.
How do I correctly record payments to hospitals in BUSY?
You have to create the account master by hospital charges name under Indirect expense and can pass the payment voucher in BUSY.
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Account
Step 4: Then Add, Here mention the Hospital charges as name under Indirect expenses group.
Step 5: Click on Transaction
Step 6: Then Payment
Step 7: Then Add
DEBIT the account master of hospital charges name and CREDIT the cash or bank account.
From where can I download the GSTR 2A data?
You can download the GSTR 2A data from the below steps.
We can Reconcile GSTR 2A data in BUSY. After Downloading GSTR- 2A data automatic or Manual.
Pls Follow the Below Steps:
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Features and Options
Step 4: ThenGST VAT Option
Step 5: Mention the Company GSTIN and GST Portal User Name.
Step 6: Then Transaction
Step 7: Then GST Misc Utilities
Step 8: Then Download GSTR Json Data
Step 9: Then Download GSTR-2A
Step 10: Then Reconcile GSTR-2A Data