Frequently Asked
Questions

Q: How do I properly record reimbursements and petty cash in BUSY? I want to make sure I'm handling these correctly.

To record reimbursements and petty cash in BUSY, you can use the journal voucher and enter the details of the expenses. For example, if you want to record a petty cash expense, you can enter the details in the journal voucher and select the petty cash account. Similarly, for reimbursements, you can enter the details and select the appropriate account.

Q: How to add the item in the voucher but that item value should not include in the GST report?

If you dont want to include the Item value in the GST report then you need to enable the skip in GST report from the item master. Pls follow the below steps. Step 1: Click on Administartion Step 2: Then Masters Step 3: Then Item Step 4: Then Modify Step 5: On the Right bottom side, you have to enable the skip in GST report option.

Q: I entered my freight invoice through purchase in BUSY but it's not showing up correctly. What should I do?

If you have posted freight invoice through purchase in BUSY but the data is not showing correctly then check the possible reason: 1.Ensure that all entries have been posted. 2.Double check the amount and other details in existing vouchers. 3.Verify by updating the master balance from the housekeeping menu after taking the latest backup. 4.Confirm that entries should not be deleted in the data

Q: I am unable to find the generate invoices option in the software menu. Where is this option located?

To generate invoices in BUSY You can follow the steps. Step 1. Open company. Step 2. Go to transaction menu click Step 3. Now you will get the options of invoices like sale, purchase etc. Step 4. Select relevant voucher click Step 5. Click on add Step 6. Now you can generate the voucher.

Q: I want to print the generated invoice. What are the steps to print the invoice through the software?

To print the generated invoice you need to follow the steps Step1 Go to transaction menu and click on sales Step2 Click on list and select the date range to slect voucher enter the selected voucher Step3 click on print and select sale invoice Step4 then select the format to print and click on print

Q: I want to modify the quantity of items on an existing invoice. How can I do this?

To modify the quantity of items on an existing invoice in BUSY you need to follow the steps Step1 Go to transaction menu and click to sales and list Step2 select date range and ok then select the voucher from the list Step3 enter on the voucehr to modify and change item quantity and save the voucher

Q: How do I select cash purchase as the payment method in a BUSY journal entry

If you want enter cash purchase through Journal voucher 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 tab and click on Journal. Step 2: Click on Add and mention the neccessary details such as Date, Voucher no, Account, Amount,etc and save the transaction.

Q: What details do I need to fill up while adding a new mode for receipts?

To fill up while adding a new mode for receipts you can follow the below steps : Step 1: Go to Transaction menu and then select Receipt Voucher Step 2: And then click on the Modify the Entry - DEBIT the Cash or Bank Account and CREDIT the Party Account Step 3: Chect the bil by billadjustment details and resave the voucher.

Q: How does BUSY handle tax calculations and filings? Does it integrate with any tax software?

BUSY handles tax calculation through maintaining the tax category in item master and applying sale purchase type in voucher BUSY does not intigrate with any tax software but using gst portal user name in BUSY it can generate direct filling also but for that you must enabled api access in gst portal and BUSY should have standard model or above

Q: How do I record reimbursement of non-salary expenses like taxi and meals in BUSY?

For taxi or meals reimbersement, You have to create the account master by taxi reimbersement name under indirect expense group. Pass the accounting entry either through payment or journal voucher in BUSY. Step 1: Click on Transaction Step 2: Then Payment Step 3: Then Add DEBIT the account master of taxi reimbersement and CREDIT the cash or bank account.

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 do I properly record reimbursements and petty cash in BUSY? I want to make sure I'm handling these correctly.

To record reimbursements and petty cash in BUSY, you can use the journal voucher and enter the details of the expenses. For example, if you want to record a petty cash expense, you can enter the details in the journal voucher and select the petty cash account. Similarly, for reimbursements, you can enter the details and select the appropriate account.

How to add the item in the voucher but that item value should not include in the GST report?

If you dont want to include the Item value in the GST report then you need to enable the skip in GST report from the item master.
Pls follow the below steps.
Step 1: Click on Administartion
Step 2: Then Masters
Step 3: Then Item
Step 4: Then Modify
Step 5: On the Right bottom side, you have to enable the skip in GST report option.

I entered my freight invoice through purchase in BUSY but it's not showing up correctly. What should I do?

If you have posted freight invoice through purchase in BUSY but the data is not showing correctly then check the possible reason:
1.Ensure that all entries have been posted.
2.Double check the amount and other details in existing vouchers.
3.Verify by updating the master balance from the housekeeping menu after taking the latest backup.
4.Confirm that entries should not be deleted in the data

I am unable to find the generate invoices option in the software menu. Where is this option located?

To generate invoices in BUSY You can follow the steps. 
 Step 1. Open company. 
 Step 2. Go to transaction menu click 
 Step 3. Now you will get the options of invoices like sale, purchase etc. 
 Step 4. Select relevant voucher click 
 Step 5. Click on add 
 Step 6. Now you can generate the voucher.

I want to print the generated invoice. What are the steps to print the invoice through the software?

To print the generated invoice you need to follow the steps 
 Step1 Go to transaction menu and click on sales 
 Step2 Click on list and select the date range to slect voucher 
 enter the selected voucher 
 Step3 click on print and select sale invoice 
 Step4 then select the format to print and click on print

I want to modify the quantity of items on an existing invoice. How can I do this?

To modify the quantity of items on an existing invoice in BUSY you need to follow the steps 
 Step1 Go to transaction menu and click to sales and list 
 Step2 select date range and ok then select the voucher from the list 
 Step3 enter on the voucehr to modify and change item quantity and save the voucher

How do I select cash purchase as the payment method in a BUSY journal entry

If you want enter cash purchase through Journal voucher 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 tab and click on Journal.
 Step 2: Click on Add and mention the neccessary details such as Date, Voucher no, Account, Amount,etc and save the transaction.

What details do I need to fill up while adding a new mode for receipts?

To fill up while adding a new mode for receipts you can follow the below steps : 
Step 1: Go to Transaction menu and then select Receipt Voucher
Step 2: And then click on the Modify the Entry - DEBIT the Cash or Bank Account and CREDIT the Party Account
Step 3: Chect the bil by billadjustment details and resave the voucher.

How does BUSY handle tax calculations and filings? Does it integrate with any tax software?

BUSY handles tax calculation through maintaining the tax category in item master and applying 
sale purchase type in voucher 
BUSY does not intigrate with any tax software but using gst portal user name in BUSY 
it can generate direct filling also but for that you must enabled api access in gst portal and BUSY should 
have standard model or above

How do I record reimbursement of non-salary expenses like taxi and meals in BUSY?

For taxi or meals reimbersement, You have to create the account master by taxi reimbersement name under indirect expense group. Pass the accounting entry either through payment or journal voucher in BUSY.
 Step 1: Click on Transaction
 Step 2: Then Payment
 Step 3: Then Add 
 DEBIT the account master of taxi reimbersement and CREDIT the cash or bank account.

Frequently AskedQuestions