Frequently Asked Questions

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.

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.

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."

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.

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

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.

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

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.

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.

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.