Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
How can i apply different discount for each item while entering a sale invoice in BUSY?
To apply different discount for each item while entering a sale invoice in BUSY, follow below steps:
Step 1: Go to Administration menu and click on Configuration submenu
Step 2: Then Select Feature and Option and click on the Inventory tab and select item wise discount type option as per your preference then select save for save changes
Step 3: Now go to Administration menu then select Configuration submenu.
Step 2: Then select voucher series configuration option and then voucher type such as sales
Step 3: After that select series and select voucher configuration option. Now enable item wise discount as Y and specify discount structure, Then select save option to save changes
Step 4: Then go to transaction menu and submenu sales
Step 7: After that choose the add option and provide the necessary details, including series, date, and party. After entering item Quantity a window will appear allowing you to input the discount for each item and then select save option to save invoice.
I want to change the tax category to % for all items in a particular group. What is the easiest way to do this in bulk?
Tax rates mentioned in item master which is applicable for all vouchers. If you want to change the tax rates for your items that are mentioned in the item master, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Please note to take latest Backup of your data before make any changes in your data.
Can we revise a quotation voucher after the invoice it has been issued?
To revise a quotation voucher after the invoice it has been issued follow the below steps:
Step1:
Checking the Invoice Status: Verify the status of the invoice related to the quotation. If the invoice is already generated you can not modify the quotation .
Step 2:
Reopen the Invoice :Reopen the invoice before revising the quotation. Go to the invoice entry and cancel it .Shortcut Key is Alt+X.
Step 3:
Open the Quotation Voucher:Once you have verified the necessary requirements, open the quotation voucher that needs to be revised by clicking on its reference number
Step 4:
Make the Revisions:In the quotation voucher entry window, make the necessary changes or updates to the quotation details. Modify the quantities, rates, taxes, discounts, or any other relevant information as required.
Step 5:
Update the Invoice (If Needed):If you had to reopen the invoice in Step 2, update the cancel invoice with the revised quotation details and ensure that it accurately reflects the changes made.
How do I create a credit note for an invoice in BUSY?
BUSY accounting software provides a user-friendly interface for creating POS (Point of Sale) billing voucher entries. Here are the solution steps to create a POS billing voucher entry in BUSY software:
To handle multiple payment methods, such as cash, credit cards, and digital wallets follow the below steps:
Step1: Multiple Payment Methods:Select the payment method used by the customer, such as cash, credit card, or digital wallet. If the customer is paying through multiple methods, enter the amounts accordingly. Enable Settlement details in the advanced POS configuration for the multiple payment methods
Step 2:Payment Allocation:Enter the amounts paid by the customer for each payment method selected. For example, if the customer is paying partly in cash and partly through a credit card, enter the amounts accordingly.
Step 3 :Handling Payments:For each payment method used, BUSY software will allocate the corresponding amounts to the respective accounts or payment modules.Respectively Records will be shown according to the payment methods in the settlement reports.
