Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
Can a POS billing voucher handle multiple payment methods, such as cash, credit cards, and digital wallets?
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.
I am confused about the right way to add GST invoice in BUSY. Can you explain?
Please follow the below steps to Create Voucher in BUSY :
Step 1: Go in Transaction menu
Step 2: Press enter on sale & then click on add
Step 3: Select voucher series (default main) and Enter the voucher date
Step 4: Select sale type according to your party state & item tax rate ( if your adding sale voucher with the party belongs to same state then you have to select Local Sale type & if party belongs to other state then you have to select central sale type)
Step 5: select party master and then select material center (main store or from which MC you want to out your stock)
Step 6: select item master & enter the qty, price
Step 7: apply tax through f4 in bill sundry (if you select multirate or single tax rate sale type)
Step 8: save through F2 or click on save button
How to create vouchers and enable/disable options in BUSY?
If you want to add vouchers 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 tab and select the voucher type such as Sales, Purchase, etc.
Step 2: After selecting voucher click on Add and fill all the required details such as Date, Voucher No., Items, Amount, etc and save the transaction.
If you want to Enable / Disable any feature in BUSY, you can follow these steps:
Step 1: First take backup of your data.
Step 2: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Configuration.
Step 3: Under Configurations, select Features / Options, Then, click on the tab that corresponds to the feature you want to enable or disable.
Step 4: Mark or unmark the checkbox for each feature, or type Y or N to indicate your choice. Save the changes when you are done.
Can I apply discounts or taxes to quotations?
In Sale Voucher, Select the Sale Purc Type fo Local, Central,Export, Import, Stock transfer and SEZ. as per your requirement.
Sale Purc Type
Single Tax Rate: It is used to charge tax at voucher level, where all items belongs to single tax Rate.
Itemwise Tax Rate: It is used to charge tax at Item level.
TaxInclusive Tax Rate: It is used to charge tax at Item Level and tax value is already included in item price.
Multi Tax Rate: It is used to charge tax at voucher level, where items belongs to different tax rate.
We can apply Discount At Item Level & At Voucher Level.
For Item Level :
Step 1:- Administration
Step 2:- Configuration
Step 3:- Voucher Series Configuration
Step 4:- Select Voucher Type & Series
Step 5:- Voucher Configuration
Step 6:- Enable the Item Wise Discount
Step 7:- During Voucher Entry, Discount window will popup for each Item.
For Voucher Level : Discount & Delivery charges can apply the Discount Bill sundry which will calculate on Overall voucher amount."
What is the process for creating a purchase order in BUSY?.
To create a purchase order in BUSY, you need to enable the order processing feature in the inventory section.
Step 1: After enabling Order Processing, Go to Transactions Menu and click on Purchase order voucher option.
Step 2: under Purchase order voucher option click on Add.
Step 3: Select series name, Date, voucher no. purchase type.
Step 4: Choose the Party Name: Select the supplier or vendor for whom you are creating the purchase order.
Step 5: Specify the Material Center Name.
Step 6: In the purchase order form, you'll also need to enter item details for the products you want to order. This typically includes:
Item Name or Code, Quantity, Unit (e.g., pieces, kilograms) Price per unit and
Step 6: Any additional details such as discounts, taxes, and other charges.
Step 7: After entering all the necessary information, click on the Save button to create the purchase order.
How do I charge expense in sales invoice and apply separate tax on it?
To charge expense in sales invoice and apply separate tax on it, you need to create the item master in place of expense and charge it at item level.
To generate item master for expense, you can follow the below steps:
Step 1: Go to administration section then click on master menu and click on item tab.
Step 2: Now, select add tab then specify the item name, group, n.a in unit field, tax category, HSN code and select specify here in specify sales account field and tag then expense account in it.
Step 3: After mention all the details in item master, you can save it.
To generate sales invoice and charge expense at item level, you can follow the below steps:
Step 1: Go to administration section then click on sales invoice and select add tab.
Step 2: Now, update the invoice number, date, party name, item details along with quantity and price then apply charges at item level and save the invoice.
Can you convert an Indent voucher into a Purchase or Sales directly?
To convert an Indent voucher into a Purchase or Sales directly follow the below steps:
Step1:
Navigating to Indent Voucher:Create the "Indent Voucher" option in the menu of the BUSY software. Click on the transaction it to open the Indent voucher entry window.
Step 2 :
Creating the Indent Voucher:Enter all the necessary details for the Indent voucher, including item details, quantities, and any other relevant information.
Step3 :
Converting to Purchase Order or Sales Order:After saving the Indent voucher, BUSY Software provides an option to convert it directly into a Purchase challan or Purchase, depending on the nature of the transaction.
Step 4 :
Selecting the Conversion Option:Choose the appropriate conversion option based on whether it is a purchase transaction. To convert, use function key F11.
Step 5:
Reviewing the Converted Order:After conversion, BUSY will generate a Purchase Invoice orPurchase Challan based on the information from the original Indent voucher. Review the converted Invoice/Challan to verify that all details are accurate.
How to apply multiple types of cess on an invoice?How to take backup of data before making configuration changes?
Here are the steps given for enable cess and process of apply cess on invoice:
Step 1: Go to Administration Menu
Step 2: Click on Configuration
Step 3: Then click on feature and option
Step 4: Then click on GST/VAT feature
Step 5: Then enable cess as Y and Additional cess as Y then save the configuration by click on save button
Step 6: Then create voucher and in bill sundry you can apply multiple cess and then click on save button to save the changes
Here are the steps for taking backup in BUSY :
Step 1: First close company
Step 2: Go to company menu
Step 3: click on Backup data option
Step 4: Select company and mention username and password
Step 5: Then specify path for taking backup and select All or Single financial Year then click on Ok button to start backup
Step 6: After successfully completion of backup, a confirmation message will appear on the window
Some transactions are not getting recorded properly in the software. What steps should I take to fix this?
To fix transactions not getting recorded properly in the software, you can make sure some points:
1. Double-check the data entry: Ensure that you are entering the transactions accurately, including the correct amounts, dates, and accounts master details included Type of dealer and their GSTIN . Check your Sale or purchase type in voucher and tax category in item master Included Correct HSN.
2. Verify account settings: Make sure that the accounts you are using for recording the transactions are properly set up and assigned the correct tax codes, if applicable.
3. Check for software updates: Ensure that you are using the latest version of the software, as updates often include bug fixes and improvements that can resolve recording issues.
4. If you are entring Journal entry for payment or receipt then check the nature of your account wheather is Debit or credit in Receipt and payment voucher.
How do I apply discounts at line item or invoice level?
To enable item wise discount in sale voucher,follow these steps
Step 1 Open your company
Step 2 Go to administartion and then go to configuration
Step 3 Select voucher series configuration and then select type of voucher like sale voucher
Step 4 After selecting voucher type,select voucher series and then on the right side select voucher configuration option
Step 5 Now vouher series conguration for sale voucher will be opened
Step 6 Now from options,enable item wise discount and select discount structure simple or compund discount as percentage,absolute etc.
Step 7 Now save the configuration
Step 8 Now when you will add sale voucher,then after selectinh details in voucher like series,date party etc.when you will select items in voucher,then item wise discount window will be opened,then you specify discount and proceed to save voucher
Note:In case you wants to apply discount on voucher level,you can search discount in bill sundry and apply on taxable amount or net bill amount etc.and then save the voucher
