Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
My sales invoice shows incorrect tax amount applied. How can I check and modify tax rates and categories for a saved invoice in Bizi?
If the sales invoice shows an incorrect tax amount and you need to modify tax rates and categories for a saved invoice, you can follow these steps.
Step 1. Ensure that the tax rates and categories are set up correctly.
Step 2. Check the transaction details, such as item prices, quantities, and tax codes, to ensure they are entered accurately.
Step 3. Verify the sale type or purchase type you have selected in the voucher.
Step 4. To change the tax category, go to Administration, select Masters, then click on Items, and finally click on Modify.
Step 5. Select the item and change the tax category. If you want to create a new tax category, press F3 on the tax category and create it.
Step 6. Go to Transactions, click on Sales Invoice, then click on Modify and select the voucher.
Step 7. Change the sale type or make any other necessary modifications.
I am unable to calculate the correct GST amount in the software. The taxable value shown is incorrect. How can I resolve this?
Please follow the options given below:
1: If you want to apply discount/Freight in Bill sundry and also want to effect/add in the taxable value then you have to select MultiRate or Single Tax Rate voucher type and then enter Bill/Freight sundry and then the tax has to be implemented or If want to use item wise/incl. Tax Voucher Type, then you have the use freight as a service item through item master and use it as if you are selecting item wise/incl. Tax Voucher type, tax in the voucher is calculated with the item and then the bill sundry not affect the taxable value if you are using any bill.
2: Make sure you have selected the correct tax voucher type and correct tax category in the item master
3: If you are using single tax rate/multiple/item wise voucher type then you have to enter taxable value in the value column.
How are costs centers used when recording transactions in BUSY?
Cost centers are used to allocate expenses to different departments or business units in BUSY when recording transactions. This helps in tracking and analyzing expenses and profitability for each cost center separately. you can follow these steps to record & configure.
Step 1: Enable Cost Centres option in BUSY.
Step 2: Create Cost centre.
Step 3: for exmaple: you have created two cost centre 1 and cost centre 2. now you want to add purchase bills under cost center.
Step 4: Add purchase voucher and enter all voucher details click on save.
Step 5: After click on save will popup allocation of amount to cost centres window.
Step 6: Select Cost Centre Name, Amount and short Narration.
Step 7: Click on OK and save purchase voucher.
Step 8: If you want to be ask cost centre info while doing payment, recetip voucher you need to enable in party master. modify party master and enable allocate amount to cost centres option
I want to filter and view my invoices or payments by state. How can I do this in BUSY?
To filter invoices by state in BUSY, please follow the below steps:
Step 1: Open your invoice report
Step 2: add custom column for state through Click on the Custom Column option which is available at the top right on the report
Step 3: Then enter the name of the format and then press enter
Step 4: After this click on Add new column/row
Step 5: Enter the column title(State ), then specify the position after which column you want to add the new column
Step 6: Select the data type and then choose alignment and enter charcter
Step 7: Click on the data field and then select the category from which you want the data to appear in a new column
Step 8:Click on filed & select then field accordingly(Party_state) and then save field & then save then column
Step 9: Re-open the open invoice list/ report with new created format.
Step 10: Then apply filter through F7 on state.
Does the BUSY support reordering of raw materials based on production plans and inventory levels?
The production voucher entry provides valuable insights into the manufacturing operations, helps manage inventory levels, and facilitates accurate cost accounting.
Step1: Inventory Management Module: BUSY has a dedicated inventory management module that allows you to maintain detailed records of all raw materials and finished goods.
Step 2 : Inventory Levels Tracking: BUSY keeps track of inventory levels for each raw material in real-time. You can set minimum and maximum stock levels for each item..
Step 3 : Reorder Point: BUSY allows you to define a reorder point for each raw material. When the stock level reaches or falls below the reorder point, it triggers the reordering process.
Step 4 : Production Plans Integration: BUSY can integrate with production planning data to understand the production schedule and requirements for each raw material.
Step 5 : Purchase Order Tracking: BUSY allows you to track the status of purchase orders from creation to receipt, ensuring timely delivery of raw materials.
How to add Purchase voucher like Tally in BUSY?
To set up and use the Purchase Tally feature in BUSY, you can follow these steps:
1. Open the BUSY and go to the Purchase module.
2. Click on the "New Voucher" button to create a new purchase voucher.
3. Fill in the necessary details such as the supplier's name, invoice number, date, and other relevant information.
4. In the voucher, you can enter the items purchased, their quantities, rates, and any additional charges like freight or packing charges.
5. If applicable, you can also enter the taxes like GST as inclusive or exclusive amounts.
6. Once you have entered all the required information, save the voucher.
7. To view or edit the purchase vouchers, you can go to the Purchase Register or use the search option.
8. If you need to delete a purchase voucher, you can select it and choose the delete option.
These steps should help you set up and use the Purchase Tally feature in BUSY.
How do I apply tax in my invoices?
To apply tax in bill please follow below points:
Step 1: If all the items have similar tax rate then mention sale/purchase type as local or centra-18% or 12% or any specific percentage of them that is availbale in the dropdown then apply the tax in bill sundry by pressing F4 key
Step 2: If you have multiple tax rate for the items in that case select sale/purchase type as itemwise or multirate
Step 3: If you have selected multirate then you can apply tax in bill sundry
Step 4: If you have selected item wise in that case when you press enter button in anount column of each item tax will be calculated accordingly
Step 5: If the tax is included in your price that you have entered in that case select sale/purchase type as taxinclusive
Step 6: Afterwards when you will press enter after the amount column of each item tax will be applied
How do I create a sale voucher for multiple items if i have multiple tax rates in each item ?
If you want to create a sale voucher for multiple items in case if you have multiple tax rates in each item please follow these steps:
Step 1: Make sure you have specified the accurate and correct tax category in all the items
Step 2: Then Go to transactions menu
Step 3: Then click on voucher such as sale and purchase etc
Step 4: Then click on add button to create a invoice
Step 5: Then specify the required fields such as series name voucher number and date accordingly
Step 6: Then mention the sale/purchase type as item-wise,multirate or tax inclusive as per the requirements
Step 7: If you have selected sale/purchase type as item-wise or tax inclusive tax will be applied after you press the enter key on amount column of each item
Step 8: If you have selected sale/purchase type as multirate in that case tax will be applied on bill sundry grid by pressing F4 key
The software is not showing my sales entries. How can I get the sales data to appear properly?
Issue: I can't find my sales entries in the software. What should I do to fix this?
Step 1: Check User Rights
First, check if you are a sub-user in the software. Sub-users might not have permission to access sales entries. If this is the case, ask the main user (superuser) to grant you access to these reports.
Step 2: Verify sales Generation
Make sure that the sales entires are being created and saved correctly within the software. If they are not generated properly, there won't be any receipts to find.
Step 3: Navigate Correctly
Confirm that you are looking in the right place or section of the software where payment receipts are stored.
Step 4: Check if the transactions are waiting for approval. If they are, you'll need to approve them first before they show up in the reports.
Step 5: Look for incomplete vouchers in the housekeeping option.
I am getting an internal error when trying to manipulate or edit a voucher. What could be the cause?
If you are getting an internal error while trying to edit a voucher you can ensure below points to solve this error:
1. Ensure that you have specify all the required fields correctly in the voucher
2. Make sure you are using latest release of BUSY
3. Make sure you have open the invoice of current financial year if not then open that financial year after thet try to modify the entry
4. Ensure the all the required configuration for the voucher is correct as per your requirements
5. Ensure that you have specify correct amount and you have adjusted tax rate properly in the invoice
6. Make sure you have specific rights to modify the invoice
7. If you are subuser then login with superuser in the company then try to modify it or give specific rights to that user
8. If the same issue persist then check the error description and try to solve it accordingly
