Frequently Asked Questions

To enter the correct tax category in the item during voucher entry then follow the below steps.
Step 1: You have to open the required voucher in modify mode
Step 2: Then put the cursor on item and press Alt+M shortcut key to open the item master
Step 3: Then select the correct tax category and re enter in the voucher and save it.
Additonally, you can import it through excel after correcting the tax category.

If you want to create a purchase return with items, follow these steps: 
 Step 1: Go to the Transaction menu, then click on Purchase Return (Debit Note). 
 Step 2: Click on Add and enter your voucher's relevant details. 
 Step 3: After selecting the account, a pop-up window will appear. In that window you can enter the original invoice number and date then enter the items and save the voucher.

GST tagging refers to the process of categorizing invoices and transactions in accordance with the Goods and Services Tax (GST) regulations. In BUSY, you can tag invoices by selecting the appropriate GST nature for each transaction. To do this, go to the voucher entry screen, select the invoice, and choose the relevant GST nature from the options provided. This ensures that the invoices are correctly classified for GST compliance and reporting purposes.

If you want to add a sale of an item which is not related to your business, then you need to create that item master after that you can add sale voucher.
To know how to add item in BUSY, follow the below steps:
Step 1: Go to administration menu then select masters.
Step 2: Select item option and click on add.
Step 3: Enter the required details such as name, group, unit, etc then save. 

You can record your business transactions such as sales, purchases, receipts, payments etc in BUSY by follow these steps:
Step 1: Open your company and go to the Transaction Tab.
Step 2: Choose the voucher type that matches your transaction, such as sale, purchase, receipt, payment etc.
Step 3: Fill in the required details for your transaction, such as date, party name, amount, tax etc.
Step 4: Click on the save button to record your transaction.

To setup and customize invoice template tagging, we need to follow :
Step 1 : click on administration 
Step 2 : bulk updations
Step 3 : voucher template tagging
Step 4 : select master type for voucher template tagging
Step 5 : click on new template, tag the voucher 
Step 6 : define template tagging name
Step 7 : save
Step 8 : select voucher template and tag its header, item and BS entries
Step 9 : save "Ok".

Yes, it is possible to select a group of items while entering the purchase voucher, for that follow these steps:
Step 1: Go to transactions and then click on purchase.
Step 2: Now click on add define header part like voucher number, voucher date, purchase type, party name and after that put cursor on item first row and press shortcut key F4 and select item group, all items of those group will automatically load.

We can add it in the item Cost by applying Bill Sundry of Expense Charges in voucher. Pls Follow the Below Steps:
Step 1: Administration
Step 2: Masters
Step 3: Bill Sundry
Step 4: Add 
Step 5: Select Bill Sundry Type - Additive and Bill Sundry Nature - Others
Step 6: Enable the Option - Affect the cost of goods in required Voucher.
Note : Affect the cost of goods will include the expense amount in Item value.

If you want to add Sales & Sales Retun voucher 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 menu.
Step 2: Select Sales & Sales Return as needed.
Step 3: After selecting the voucher, click on Add and fill in the required details such as Date, voucher no., original voucher no., Party, Items etc and save the transaction.

If you want to apply discount on the total invoice value of sales then you can apply Discount at bill sundry during voucher entry by following these steps:
Step 1: Go to Transaction section then select the sales voucher type.
Step 2: Click on add option and then create invoice with required details
Step 3: Next, Select the Discount Bill sundry master at Bill sundry grid and mention the discount amount.
Step 4: Save the Invoice.