Frequently Asked Questions

To ensure auto balancing feature picks up entries correctly in BUSY you need to follow the steps 
 1 go to the transaction and check does the ledger tagged properly or not 
 2 The tax category of item is mentioned properly or not 
 3 the sale or purchase type mentioning in voucher are correct or not 
 if all these are made properly then the auto balancing will be done properly

To enter bank charges entry with GST in BUSY, you need to follow these steps:
Step 1: Go to transactions menu then select journal voucher and click on add.
Step 2: Enter date, voucher number and select GST nature as registered expense B2B then debit your bank charges account and tax account with amount.
Step 3: Credit the party's account then save and in registered expense window specify the GST rate and other details then save.

To make modification in your debit note without item invoice in BUSY, follow below steps:
Step 1: Take a latest backup of your company before any process
Step 2: Go to transaction menu then select debit note without item option.
Step 3: Then click on modify option and mention the invoice number which you want to make modification and then click on .
Step 4: Now make the change which are required and click on save button.

If the pending order is not showing for the adjustment in the voucher then check the below steps.
Step 1: Make sure to check the order wise adjusment report as if already adjusted then reference will not in the entry.
Step 2: Ensure that you have selected the correct date range in the voucher.
Step 3: If you are using the voucher approval then make sure it is approved then order will show for the adjustment.

To record a payment voucher in BUSY, you need follow these steps:
 Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions menu.
 Step 2: Select Payment and click on Add, fill all the required details such as Date, Voucher No. ,Party name, amount, etc and save the voucher.
 You can select other vouchers also such as sales, purchase, receipt, etc under the Transaction menu.

To fix issue of incorrect sale tax, you need to post the credit note without item. Please find below mentioned steps for the same.
 Step 1: Go to transaction tab and click on credit note w/o.
 Step 2: Enter the voucher number, date in it.
 Step 3: Debit sale a/c and tax account and credit your party account.
 Step 4: Specify the orginal sales voucher, date and difference amount with GST tax rate.

To post indirect expense entry along with GST in BUSY, follow these steps:
Step 1: Go to transaction section then click journal voucher.
Step 2: Choose add tab then mention voucher date, series, voucher number and select Registered expense in gst nature in header part of invoice.
Step 3: Now, Post accounting entry for indirect expense then you will get registered expense window in which you have to update all the details then save the voucher.

To add the ITC reversal entry then follow the below steps.
Step 1: Click on Transactions and then journal
Step 2: Then modify and select the gst nature as gst tax adjusments
Step 3: Then debit the account as per your requirement and credit the gst tax input account.
Step 4: When you save the then in gst adjusment window, you have to select the gst adjusment type as itc reversal and rule accordingly and save it.

Prerequisites for successful invoice generation in BUSY you can follow the steps
 Step 1. Ensure in party master all details like address, state, gstin and other details is filled correctly.
 Step 2. Also make sure that in item master tax category , hsn code and unit mentioned correctly.
 Step 3. Ensure that you have filled all the required details like item price, tax, party details and other details is mentioned correct in voucher.

To pass the ITC reversal entry then follow the below steps.
Step 1: Click on Transactions and then journal
Step 2: Then Add and select the gst nature as gst tax adjusments
Step 3: Then debit the account as per your requirement and credit the gst tax input account.
Step 4: When you save the then in gst adjusment window, you have to select the gst adjusment type as itc reversal and rule accordingly and save it.