Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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
I made an invoice on th June with GST, but the system is showing it as a pre-GST invoice dated before st July. What is wrong?
Issue: You made an invoice on June 30th with GST, but the system sees it as a pre-GST invoice dated before July 1st. Here's why and what you can do about it:
Understand GST Implementation Date:
In India, the Goods and Services Tax (GST) was introduced on July 1, 2017. This means that before this date, transactions followed the Value Added Tax (VAT) system.
If your invoice is dated before the GST implementation date (i.e., before July 1, 2017), the system will consider it a pre-GST invoice because GST rules did not apply to transactions before that date.
What You Can Do:You have two options:
A.You can choose to continue with this understanding since it's based on how the tax system worked historically in India.
B.Alternatively, if it's necessary, you can modify the voucher and change the invoice date to a date after July 1, 2017, to align it with the GST implementation date.
How to create sales invoices and view inventory/profit & loss in BUSY?
If you want to add sales invoice 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 Sales.
Step 2: After selecting voucher click on Add and select the Party Name and other neccessary details such as Date, Voucher no., Items, etc and save the transaction.
You can monitor your inventory and stock levels by using various report options available under the Display menu. You can view the stock status report, inventory books, and inventory summary for any item, group, or category.
If you want to view Profit & Loss in BUSY, you can follow these steps:
Step 1: Open BUSY and choose the company you want to work with. Then, go to the Display tab and click on Final Results.
Step 2: Choose the Profit & Loss A/c option and specify the date range. You will see a report of that period.
How to generate invoices and account statements in BUSY?
If you want to generate Sales Invoices 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: Choose the Sales Voucher and click on Add.
Step 3: Fill in the necessary details such as Date, Voucher no., Customer Name, Item, Amount, etc. in the voucher and save the transaction.
To generate Statement of A/C can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Print / Email / SMS tab on the top menu bar and click on Outstanding Analysis.
Step 2: Here you will find an option of Statement of A/C and select Standard / T- Format as required.
Step 3: Now you can select One Account, Group of Accounts and Selected Accounts to generate.
Step 4: Enter the date range and can Print / Export / Email / SMS as required.
What troubleshooting steps can I take when encountering errors while generating bills in BUSY?
When encountering errors while generating bills in BUSY, it's essential to address the issues promptly to ensure the accuracy of your financial records and the smooth operation of your business. Here are troubleshooting steps you can take:
Step 1 : Carefully read and understand the error message that appears when generating bills.
Step 2 : Run data verification and validation checks to ensure that your data is accurate and consistent.
Step 3 ; Run Reindex database or Rewrite Books .
Step 4 : Confirm that you have the necessary user permissions to generate bills.
Step 5 : Make sure you've configured the billing process correctly, including due dates, payment terms, and other relevant options.
Step 6 : If you cannot resolve the billing issues on your own, contact BUSY's customer support or consult their official documentation. Provide them with the error message and a description of the issue for specific assistance.
