Frequently Asked Questions

To record entry for money that you have received from a customer, you should follow these steps:
Step 1: Go to transactions menu then select the voucher type as receipt and click on add.
Step 2: Enter the required details such as date, voucher number, credit your party and debit the bank or cash account with the relevant amount then save.

To record a payment made to vendor 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.

If you want to record expenses 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 Payment or Journal Voucher to record the expense.
Step 3: Fill in the necessary details such as Date, Voucher no., Amount, etc. in the selected voucher.

In BUSY, credit and debit notes are automatically linked and adjusted against the original invoices. When you create a credit or debit note, you need to enter the original invoice number. The software will then automatically link the credit or debit note to the original invoice and adjust the amounts accordingly. This ensures accurate accounting and reconciliation of transactions.

To make b2b invoices you can follow the steps.
 Step 1. Your company in BUSY should be registered and gst option should be enable in gst/vat.
 Step 2. Your party should be registered 
 Step 3. The configuration should be correct in party master.
 Step 4. While creating voucher select taxable sale type.
 Now you can create b2b transaction.

If the billing and shipping details are not showing in the invoice then check the below steps.
Step 1: Make sure that billing and shipping details option should be enable from invoice document pirnting for the Standard format under Administration.
Step 2: If you are printing from the Advanced format then billing and shipping details field should be configured in it.

If the payment is made in cash, by default there is a cash account already created in BUSY, to enter payment voucher follow below steps :
Step 1: Go to transactions select payment.
Step 2: Select add and enter the neccesary details such as voucher number, voucher date, account, amount with  in short narration column and click on save button.

Yes, you can enter the purchase without entering the unit quanity price from the below steps.
Step 1: Click on administration and then configuration
Step 2: Then voucher series configuration select the voucher type as purchase and then series. click on voucher configuration option.
Step 3: On the left bottom side, enable the option skip item quantity,unit and price then save it.

You can do purchase entry through journal voucher in BUSY by following these steps:
Step 1: Go to transactions menu then select the voucher such as payment,journal
Step 2: Click on add option to create the voucher
Step 3: Afterwards specify the necessary details such as series,date after that select GST nature as registered expense B2B
Step 4: Proceed to create the voucher

If TCS reference is not showing during the payment voucher, Then pls follow the below steps :
Step 1: Click on Display menu
Step 2: Then TDS/TCS Reports
Step 3: Then TCS Collection details
Step 4: Here check might be that reference is already adjusted.
Step 5: If TCS reference is pending then you are selecting the wrong voucher date in the payment entry.