Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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
How can I change tax rates for purchases in BUSY?
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 BUSY and 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.
How to report SEZ sales in GSTR- filing from BUSY?
To report SEZ sales in GSTR1 from BUSY, you need to post SEZ sales with SEZ sales type by following the Below steps:
Step 1: Go to transaction section then click on Sales voucher.
Step 2: Click on Add and then mention SEZ sales type and create the invoice with required details
Step 3: After save the Voucher, Go to display and select the GST report menu
Step 4: Click on GST returns then open the GSTR 1 report.
Step 5: Click on B2B section of GSTR1 and check the Voucher with Invoice SEZ supplies in Invoice type.
To Create the SEZ sales type, folloe the below steps:
Step 1: Go to administration then click on Master menu.
Step 2: Select the sales type and click on Add tab
Step 3: After entering the sale type name, select Central in the region field and choose SEZ unit in the type of transaction. Once these options are selected, save the sales type to confirm your choices.
How can I enable Voucher-wise discounts for invoice ?
In your accounting software, set up different voucher types to accommodate various types of discounts. Common voucher types for discounts include "Cash Discount," "Percentage Discount," "Promotional Discount," etc.
To enable Voucher-wise discounts for invoice follow the below steps:
Step1: Create or Modify Invoice : Create Sales / Purchase Invoices from Transactions.
Step 2 :Add a Bill Sundry for the Discount : Create / Select a new bill sundry specifically for the discount you want to apply.ie. “Cash Discount” , “Percentage Discount” .
Step 3: Choose the Appropriate Account : Select the appropriate accounting account to which the discount amount will be credited into bill sundry master .
Step 4: Enter the Discount Amount or Percentage:Enter the discount amount or percentage you calculated in Step 5 in the corresponding field. If it's a fixed amount, simply enter the numerical value. If it's a percentage, you may need to choose the appropriate option (percentage) and input the percentage value.
How does BUSY determine which party gets GST input credit when billing and shipping parties are different?
If you are using billing/shipping address in your company then it will impact input credit according to the option you have selected to understand about that option follow below steps:
Step 1: Go to administration menu
Step 2: Then click on configuration option then open the voucher series configuration
Step 3: Then select the voucher like-sale and purchase etc for which you want to use billing and shipping address separately
Step 4: Then select the series and then click on voucher configuration option and enable separate billing/shipping details option then save it
Step 5: Then open the voucher and while creating voucher billing shipping window will come and first option is gst report basis if you want to give claim to the party that you have mentioned in party option select the option as per party master
and if you want to give claim to that party which you will type in billing/shipping window then select option as billing/shipping details"
How to create sale invoice in BUSY? can you /please guide me the whole process
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
