Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I add additional charges like scrap value to my purchase invoices in BUSY?
You can add the additonal charges like scrap value in the purchase invoice either as an item master or as a bill sundry.
Pls follow the below steps for additional charges as an item :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Item
Step 4: Add the service charges item
Step 5: In the left side, mention the service charge account under specify purchase account.
Step 6: On the Right bottom, enable the option dont maintain stock balance.
Pls follow the below steps for additional charges as bill sundry :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Bill Sundry
Step 4: Then Add by the additional charges and select the bill sundry type as addictive and nature as others.
Step 5: Then In left bottom, Accounting in purchase then enable the affect accounting and the adjust in the purchase amount then tag the additional charges account in the option account head to post and save it.
How to create invoices, track payments and manage inventory in BUSY? How to change invoice printing configuration?
To generate Invoice, follow below steps:-
Go to
Step 1 : Transactions
Step 2 : Sale
Step 3 : Add
Step 4 : Create a transactions and print the Invoice
BUSY has a Bill-by-bill Details feature to track payments and receipts.This feature is enabled by default. While creating Sales and Purchase vouchers the user can create a new reference for the transaction and adjust the bill reference in Payment and Receipt vouchers. User can view bill-by-bill reports in Outstanding Analysis under Display.
There are many features available to manage inventory in BUSY. Follow the steps below to enable these features:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Features / Options
Step 4 : Inventory
Step 5 : Enable the features as per the requirments
To Configure the Invoice / Printing. Follow the steps given below
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Invoice / Document Printing
Step 4 : Standard
Step 5 : Sale Invoice
Step 6 : Configure the printing options as per the requirments
What role does BUSY accounting software play in automatically calculating discounts and benefits based on predefined sales schemes?
BUSY accounting software plays a crucial role in automating the calculation of discounts and benefits based on predefined sales schemes.
Solution/Answer/Relevant Steps
Step 1 :
Scheme Setup:BUSY accounting software allows users to define and set up various types of sales schemes, such as quantity-based discounts, bundle offers, cashback promotions, and more.
Step 2 :
Parameter Configuration:Users can configure the parameters of each scheme, including criteria for eligibility, the scope of application, duration, and the types of products or services involved.
Step 3 :
Eligibility Check:When processing a transaction through voucher entry, the software automatically checks whether the items or services in the transaction match the criteria of any active sales schemes.
Step 4 :
Automatic Calculation:If a relevant scheme is found, the software applies the predefined calculations to automatically determine the discount or benefit that should be applied to the transaction.
Step 5 :
Accurate Discounts:BUSY accounting software performs accurate calculations, considering factors such as item quantities, unit prices, currency conversions (if applicable), and any other variables defined in the scheme.
How can I deduct vouchers of sale or purchase in BUSY while ensuring they are entered in the correct financial year?
To Enter Sale or purchase Vouchers in BUSY below are the steps to follow:-
Step 1: For Entering A Sale Bill you have to go Transaction menu then click on Sale or Supply outward option then Add button.
Step 2: Then have to mention Header Information as Party name,Date,series In Sale type you can mention Central or Local Multi rate if are using multitax rate items in vouchers either can mention one Tax rate specific Sale type.
Step 3: For Entering A Purchase voucher you have to go Transaction menu then click on Purchase or Supply Inward option then Add button.
Step 4: Then have to mention Header Information as Party name,Date,series In Purchase type you can mention Central or Local Multi rate if are using multitax rate items in vouchers either can mention one Tax rate specific Purhcase type.
Note: Before proceed to Entry Ensure you open the correct financial year for checking the financial year you can check the bottom of BUSY in which Financial year is being mentioned.
I am trying to take input of goods and services but it is not allowing me. What should I do to be able to enter this data?
To take input of goods and services have to check ITC Eligibility properly tagged in purchase voucher or journal voucher, follow below steps:
For Purchase voucher:
1. Go to the transaction tab and click on Purchase voucher.
2. Open the voucher in modify mode, then ensure that the ITC Eligibility is appropriately tagged as per the nature of the goods or services options include Input Goods/Services, Input Services, and Capital Goods/Services.
3. After tagging the ITC Eligibility, save the voucher and then check input reflected in the GST reports.
For Journal voucher:
1. Go to the transaction tab and click on the Journal voucher.
2. Open the voucher in modify mode then check GST Nature is properly tagged in the voucher and ITC Eligibility should also tag in the Register expense window as per nature of the transaction.
3. After tagging the ITC Eligibility, save the voucher and then check input reflected in the GST reports.
I want to create invoices for job work/services provided. What tax rate should I select goods or services?
To create invoices for job work or services provided, you need to select goods and services both as per your requirements. You need to follow the below steps:
Step 1: Go to Transactions; in Transactions, select the Mat. Issued to Party.
Step 2: Select the Add option and fill in the necessary details, such as the voucher number, voucher date, type as issued after job work, then select the party name, etc.
Step 3: Select the items that are being provided for job work or services and enter the quantity. After entering the quantity, you will find the material consumed in the JOB Work window. In that window, fill in the necessary details: item, unit, pending quantity, quantity consumed, total amount, remarks, and then rate.
Step 4: Verify the calculations and make any necessary adjustments.
Step 5: Save the mat. Issued to Party for job work or services provide entry.
Step 6: The Mat. Issued to Party Invoice will now be recorded in the system.
I want to add items to my GST sales register. What steps should I take to do this?
If you're trying to add product details to an invoice or GST sales register here are the steps to follow:
Step 1:Go to the Administration option.
Step 2:Select Masters, and then choose Item.
Step 3:Click Add to create a new item master.
Step 4:Add the item name, alias, item group, and enter the unit of measurement.
Step 5:Provide tax category and HSN (Harmonized System of Nomenclature) code, and other necessary information like the price, if required. Then, save this master.
Step 6:Now, go to the Transaction option, and select Sales Voucher.
Step 7:Click Add and select the appropriate series.
Step 8:Enter the date, sales type, and party details for the invoice.
Step 9:Select the item you've created in the item master. If you need to create a new item on the spot, you can press F3 to create a new item master, and then follow the steps mentioned earlier to enter item details.
Finally, save the voucher to include the product details in the invoice.
How can adjust bills with purchase/sales orders?
If you want to adjust purchase or sales orders while enter voucher then please follow the given steps
Step 1:Go to the transation and add the voucher of sale
Step 2: Then enter series, date, vch no., type , sale type , party and mat centre that is all.
Step 3: Select first cell of the item column then press F11.
Step 4: After pressing F11 new window sill appear i.e. select pending orders to pick then items
Step 5: Then select which you want to adjust by marking it and then Ok
Step 6: Then item of that order will auto poulate in the item field.
Step 7: Then save the voucher after enter all the details.
Step 8: Same steps for the purchase order.
If you encounter the any issue, you can contact us through our centralized helpline at 8282828282 or
11 4096 4096, or you can email us at support@busy.in.
How do you handle taxes and discounts in a quotation voucher entry?
To handle taxes and discounts in a quotation voucher entry follow the below steps:
Step1:
Navigating to Quotation Voucher Entry: Enable the "Sales/Purchase Quotation" option in the inventory menu Click on it to open the Sales/purchase quotation from the transaction menu voucher entry window.
Step 2 :
Enter the necessary voucher details:
A)Voucher Date: Enter the date of the quotation.
B)Voucher Number: Automatically generated by the software or manually entered, depending on your setup.
Step 3:
Customer Details :In the party details section, select the customer to whom the quotation is being sent.
Step 4 :
Selecting Inventory Items:Choose the inventory items being quoted. Enter the quantity and unit price for each item based on the quotation details.
Step 5:
Applying Taxes:If applicable, select the appropriate tax rate for the items in the quotation. May have a predefined tax list or the option to manually enter the tax rates.
Step 6:
Double-Check Entries:Review the quotation voucher entry to ensure that all taxes and discounts are correctly applied and calculated.
The billing used to work earlier but now fails for a particular party after some changes. How to troubleshoot?
To troubleshoot the issue where billing used to work for a particular party but now fails after some changes, you can follow these steps:
1. Check for any recent changes made to the party's details, such as GST number, address, or contact information.
2. Verify if there have been any changes in the billing settings or configurations that could be affecting the party's billing.
3. Review any recent updates or upgrades to the billing software or system that could be causing the issue.
4. Ensure that all required fields and information are correctly entered for the party's billing.
5. Double-check if there are any outstanding payments or pending invoices for the party that could be causing the billing failure.
6. If possible, compare the billing process for the problematic party with a party for whom billing is still working correctly to identify any discrepancies.
7. Contact customer support or technical assistance for the billing software or system for further troubleshooting and guidance.
