Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
How can i create import purchase voucher in BUSY?
To create import purchase voucher in BUSY, follow these steps:
1.Enable the multiple currency feature.
Step 1: Go to administration section then click on configuration tab.
Step 2: Choose features and option then select account tab and enable multi currency feature in it.
2.Enable multiple currency option in account master.
Step 1: Go to administration section then click on master tab.
Step 2: Choose account tab then click om modify and access the master in modify mode.
Step 3: Enable multiple currency feature then save the master.
3.Create import purchase voucher in BUSY.
Step 1: Go to transaction section then click on purchase voucher.
Step 2: Choose add tab then mention the voucher series, date, number, select import purchase type, party master and material center in header part.
Step 3: After enter party master, multiple currency window will appear. Select the currency with with conversion rate then click on ok tab.
Step 4: Mention the item details with quantity and price then apply other charges along with tax in bill sundry and save the voucher.
I applied a discount bill sundry on sale voucher but was unable to see its account ledger from where I can check this.
Step 1: Check if you have tagged any account within the bill sundry. To check this, follow the steps given below:
- Go to the Administration menu.
- Click on the Master option and select bill sundry.
- Click on the modify option and open the bill sundry.
- Check under Accounting in the sale option if you have defined the account in front of the head to post.
- If you have not tagged the Discount account here, you need to tag it to reflect the "discount amount applied in sale" to the ledger. But if you have tagged an account, it will not affect the taxable amount of sale.
Step 2: If you want to add the discount amount with the sale taxable amount, you should not tag the account there. To check the report, you need to follow the below-given steps:
- Go to the Display menu.
- Click on the Inventory book and select bill sundry ledger.
- From there, you can check your Discount amount.
How can I ensure accurate calculation of GST in the bills generated by BUSY software?
To ensure accurate calculation of GST in the bills generated by BUSY, you can follow these steps:
Step 1. Check the tax rates: Make sure that the tax rates for different goods and services are correctly set in the software.
Step 2. Verify invoice details: Double-check the invoice details, such as item quantities, prices, and tax amounts, to ensure they are entered accurately.
Step 3. Remove any discounts: If you have applied discounts to the invoice, remove them temporarily to verify if they are causing any discrepancies in the GST calculation.
Step 4. Compare with actual bills: Compare the GST amounts calculated by the software with the actual bills to identify any discrepancies.
Step 5. Check backups: If needed, refer to the backups of your transactions to review the audit trail and identify any errors or changes that may have affected the GST calculation.
Step 6. Make necessary changes: If you find any errors or discrepancies, make the required changes in the transactions and regenerate the bills.
