Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I account for a cancellation or return of sold items?
To cancel or post return of sold items , follow the steps below :
To cancel voucher
Step 1: Go to Transaction and select sale
Step 2: Click on modify and mention voucher number and open voucher.
Step 3: Press ctrl/alt+x to cancel voucher and mention cancellation narration
To post return voucher
Step 1: Go to Transaction and select sale return
Step 2: Click on add and metion necessary details in voucher
Step 3: Mention original voucher number then specity item details and save
If a party is not showing up in the list of sale voucher what could be the possible reasons for it?
If party name is not showing in dropdown menu of sales voucher There could be a several reasons of it:
Step 1: If you have selected wrong group of account master of party
Step 2: Make sure you have selected account group for party such as Sundry creditors,debtors and cash,bank etc
Step 3: If above things are correct then take a backup of your data
Step 4: Afterwards go to house keeping menu then run regenerate master help files and then check again
How can i pick item through BOM in sales invoice?
To pick item master from BOM in sales invoice, follow these steps:
Step 1: Go to transaction then click on sales voucher.
Step 2: Click on add tab then specify the voucher series, date, number , sales type, party name and material center in header part.
Step 3: Now, press f4 at item grid then click on bill of material.
Step 4: Select the required BOM and quantity then click on ok tab. item master of particular bom will pick automatic at item grids.
How do I generate a credit note in BUSY?
To generate a credit note in BUSY, you can follow these steps:
Step 1: Open your company, then, go to the Transactions menu.
Step 2: For goods return from customer, select Sales Return ( Cr. Note).
Step 3: 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 Cr. Note(w/o Items).
Step 5: Click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.
How can I apply tax while adding transactions?
To apply tax while adding transactions in BUSY follow below steps:
Step1: If you select the sale purchase type to be a specific tax rate such as Local tax or Central tax, you will need to specify the tax in the bill sundry by utilizing the F4 shortcut key.
Step2: If you select the sale purchase type as item wise tax rate and specify the tax category in the item master, the tax rate should be selected from the item master only.
How to use the challan feature in BUSY?
If you want to create a challan in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on features and options
Step 4: Then click on inventory tab
Step 5: Then tick the enable sale and purchase challan and save the changes
Step 6: Then go to transactions menu in BUSY
Step 7: Then you can create the sales and purchase challan from material received received from party and material issued to party voucher
How to edit saved invoices or credit/debit notes?
To modify invoices or debit or credit note in BUSY, you need to follow these steps:
Step 1: Open your compnay, then, go to the Transactions menu.
Step 2: Select the voucher type such as Sales, Credit note, Debit note,etc
Step 3: Click on Modify and enter the voucher no. and open the voucher.
Step 4: Do the necessary changes and save again.
Step 5: You can also open the voucher from the list of voucher or from related ledger.
How do I generate a bill with a specific amount?
You can generate a bill with a specific amount by following these steps:
Step 1: Go to transactions menu and click on voucher such as sale,purchase etc and then click on add button
Step 2: After that specify necessary details such as series,voucher number,date and party name etc
Step 3: Go to item grid and you can specify the name,quantity and price of an item
Step 4: After that you can create a invoice as per the amount specified by you.
How can i add tax including freight in Invoice?
Step 1: Go to Transactions and select Sales or Purchases where you want to add tax.
Step 2: Choose the sale or purchase type, local or central, as required.
Step 3: Enter item details such as quantity, unit, and price.
Step 4: In the Bill Sundry section, firstly add the bill sundry for Freight.
Step 5: After adding the freight bill sundry, you can add the Tax Bill sundry by pressing the F4 key.
Step 6: Save the voucher and check the Tax Summary.
How do I properly close my books at the end of each month using BUSY?
Before you close a month in BUSY, we suggest you follow these steps:
Step 1: Make sure you have record all the transactions.
Step 2: Reconcile your bank enteries by using the Bank Reconciliation feature.
Step 3: Pay off all your liabilities that are due in the current month.
Step 4: Review your balance sheet and profit & loss statements and correct any errors if found.
Step 5: Review your inventory also and pass stock journal or physicall stock voucher if found any discrepencies.