Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How are sales orders, delivery notes and invoices linked?
Sales orders, delivery notes, and invoices are linked in a sequential manner. A sales order is created first when you get an order , followed by a delivery note when the goods are dispatched, and finally, an invoice is generated when the payment is due.
After creating order you can adjust order in sale challan by F11 and then can adjust sale challan in sale invoice by F11.
What are the mandatory fields in GST invoice?
To create the GST invoice in BUSY, find the mandatory fields:
1. Voucher number should be specified.
2. Party must be registered and GSTIN should be active.
3. Party address should be specified in Party master.
4. Tax should be levied according to the party state.
5. HSN or SAC code and tax category must be configured in the Item master.
6. UQC or unit quantity code must be specified in the Unit master.
How can I disable amount settlement in transactions?
If you want to disable the settlement feature in BUSY please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on voucher series configuration
Step 3: Then select the invoice such as sale,purchase etc
Step 4: Afterwards select the series such as main etc
Step 5: Then click on voucher configuration button
Step 6: Then select enable settlement details option as N to disable it
What is double entry booking and how is it done?
Double entry booking is a method of recording financial transactions that involves making two entries for every transaction - one for the debit side and one for the credit side. This ensures that the accounting equation (assets = liabilities + equity) remains balanced. Double entry booking is done by recording the debit and credit amounts in the appropriate accounts using accounting software or manually in a ledger.
How can I create an item name in BUSY software?
If you want to create a item in BUSY software please follow these steps:
Step 1: Go to administration menu and then click on masters submenu
Step 2: Then click on item and then select the add option to create a new item
Step 3: After that specify the name of item its group and unit as required and fill the other required fields
Step 4: Afterwards save the master
How can I create a new TDS category in BUSY?
if you want to create a new TDS category in BUSY please follow below steps:
Step 1: Go to administration menu then click on masters submenu
Step 2: Then click on TDS category
Step 3: Click on add button then specify the required fields such as TDS category name,section code and date etc
Step 4: Afterwards specify payee category threshold limit and other details after that save the changes
How can I modify the invoice before sending it to the customer if there are mistakes in the item rates?
If you want to modify item rates before sending it to the customers follow these steps:
Step 1: Go to transactions menu
Step 2: Then open the invoice from modify or list option such as sale,purchase
Step 3: Then open it and after that you can make changes in item rates if required then save the changes and you can send the bill to the customer
The unit I entered as "KG" is not accepted by the portal. What is the correct unit abbreviation to use?
If the KG unit is not accepted by the portal, then follow the steps to change it.
Step 1. Go to Administration menu then click on Masters option.
Step 2. Then click on unit and click on modify.
Step 3. Now select the unit master and define the UQC for GST E-Return, Eway Bill and for E-Invoice and click on save button to save the correct UQC.
I am unable to modify or edit voucher entries made in previous months. How can I change past voucher entries?
If you want to change voucher entries from past months in BUSY, follow these steps:
Step 1:Check if you have the right permissions. If not, contact your administrator.
Step 2:Open the voucher you want to change.
Step 3:Make the changes you need.
Step 4:Save by pressing F2 key.
Remember, you can only do this if you have the proper access rights.
The billing module is automatically copying all bills to one ID. How can I separate billing by party?
To separate billing by party, you can use the option of separate billing and shipping details. When you put the name of the party, it will be the billing address. If you go ahead, the window shipping will be the shipping address. You can put the name and address of the place where you are shipping, and it will come in print automatically.And both will be different.