Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How to handle credit notes and debit notes in GSTR reports?How can I troubleshoot issues with creating and editing vouchers in BUSY?
If you want to handle credit notes and debit noted please follow the given steps
Step 1: Go to Transaction menu. then there are separate option for debit note and credit note has given.
Step 2: For enter debit note and credit note without item then you need to select Dr note and Cr note.
Step 3: For enter debit note and credit note with item then you need to select sale return and purchase return.
Step 4: Debit note and credit note value above 2 lakh for unregistered will be shown separately under 9B or below will be shown under B2Cs section of GSTR 1.
Step 5: Credit note or Debit note of Registered party will be shown under credit note and debite note registered under GSTR 1
Note : Debit note against sale in the GST nature will be reflected in GSTR 1. against purchase will show in GSTR 3B.
Can you explain the step-by-step process for recording purchases in BUSY with the correct taxes?
To record purchases in BUSY with the correct taxes, follow these step-by-step instructions:
Step 1. Go to transactions and go to the Purchase type.
Step 2. Click on Purchase Voucher to create a new purchase entry.
Step 3. Enter the details of the supplier, such as name, address, and GSTIN (if applicable).
Step 4. Select the appropriate purchase ledger account for the transaction.
Step 5. Enter the details of the items purchased, including quantity, rate, and tax rate.
Step 6. Specify the tax rate for each item, such as 5%, 12%, or 18%.
Step 7. The software will automatically calculate the tax amount based on the tax rate and item details.
Step 8. Verify the total amount, including taxes, and make any necessary adjustments.
Step 9. Save the purchase voucher to record the transaction in the software.
Step 10. Repeat these steps for each purchase transaction.
Can you revise or modify a physical stock voucher entry after it has been saved?
To revise or modify a physical stock voucher entry after it has been saved follow the below steps:
Step1:
Opening the Physical Stock Voucher:Once you have found the desired physical stock voucher, open it by clicking on its reference number or selecting the entry.
Step 2 :
Making Changes:In the physical stock voucher entry window, make the necessary changes or updates to the voucher details. Modify the counted quantities, enter any discrepancies, or make adjustments as required , by using the refresh book stock button . This method is based on real date and time .
Step 3 :
Reviewing Changes:Double-check all the changes made to ensure their accuracy and correctness. Verify that the revised physical stock voucher reflects the latest and most accurate information.
Step 4:
Save the Revised Physical Stock Voucher:After making the changes and reviewing them, save the revised physical stock voucher in the BUSY software.
How can I check if my discount is effecting my actual sale in profit and loss account ?
If discount is effecting to sale and it is applied on bill sundry then take backup and you need to follow some steps:
Step 1: Go to the Administration and then click on Masters.
Step 2: Now click on Bill sundry and then select modify option.
Step 3: Now select discount bill sundry and then disable adjust in sale amount option and teg the discount ledger.
Step 4: Now save the master and resave voucher again .
Step 5: Now go to the House Keeping option and click on Regenerate Dual Voucher.
Step 6: Now select the option you can proceed as I have letest backup and click on OK option.
Step 7: Now tick on the option of bill sundry in for filter vouchers,on date range and selected voucher.
Step 8: Now select sale voucher and series.
Step 9: Now click on OK option and check your sale amount in profil and loss account.
Why am I unable to save or generate a new invoice on the software?
If you are facing issues while saving or generating a new sale voucher in BUSY, there could be several reasons behind it. Some of these reasons are:
Step 1: There might be an error in the data that you have entered. Check the data carefully and correct any mistakes.
Step 2: If you have set the direct print option to print after clicking on the sale save button, you might face an error if your printer is not installed or registered with the system.
Step 3: If you are logged in from a sub-user account that does not have the rights to add a voucher, you might face issues in saving or generating a new sale voucher.
There might be other reasons as well which could be causing the error. In such cases, you can contact the customer support team at 8282828282 for further assistance.
Why is the system automatically calculating a lower GST rate than the one I entered for my items in BUSY? How can I ensure the correct rate is applied?
If you notice that the system in BUSY is automatically applying a lower GST rate than the one you entered for your items, and you want to make sure the correct rate is used, follow these steps:
Step 1: Check the tax category settings in the item master. Ensure that the tax rate is set to change based on the price. For example, in a garment business, if the MRP goes above Rs. 1000, 12% GST should be applied, and if the MRP is below Rs. 1000, 5% GST should be applied.
Step 2: If you're using sales types at the voucher level, such as Local/Central GST 12%, 5%, 28%, the system will calculate the GST amount accordingly. In this case, select the sales type as Local/Central Itemwise or Local/Central TaxIncl to ensure the correct GST rate is applied to your items.
What is the right way to account for freight, insurance etc. in sales?
To include freight & insurance charges in your sales voucher, you can use the Bill Sundry option in the sales voucher. There is a bill sundry already created with the name Freight & Forwarding Charges. You can select this option and enter the amount of the freight charges. This will add the freight charges to your voucher. If you want to create a new bill sundry with the name of Insurance, etc , you can do so by pressing F3 in the voucher on the bill sundry rows. This will open the Bill Sundry Master window, where you can enter the name, type, nature, and rate of the new bill sundry. You can also set up the accounting effects for the new bill sundry. After creating the new bill sundry, you can select it in the invoice and enter the amount of that charges.
Why doesn't the discount get included in the taxable value when I apply tax at the item level?
If you apply tax at the item level and charge discounts in bill sundry, the discount may not be included in the taxable value. To ensure that the discount is included in the taxable value, follow these steps:
1.Enable the item wise discount feature.
Step 1: Go to administration menu and select configuration option.
Step 2: Then select voucher series configuration option then select the required voucher type and select relevant series.
Step 3: Then click on voucher configuration button and in next window of voucher configuration mention Y on item wise discount option and then click on save button.
2.Apply item wise discount at voucher.
Step 1: Go to Transaction section then select the required voucher type.
Step 2: Click on add option
Step 3: While creating voucher, You need to mention item wise discount in the discount window that will display after enter item name and its quantity.
I am unable to add a custom column in my purchase reports. How can I add custom columns?
To add custom columns in your purchase reports, you can follow these steps:
1. Open the purchase report in BUSY Software.
2. Click on the Custom Column option which is available at the top right on the report
3. Then enter the name of the format and then press enter
4. After this click on Add new column/row
5. Enter the column title, then specify the position after which column you want to add the new column
6. Select the data type and then choose alignment and enter charcter
7. Click on the data field and then select the category from which you want the data to appear in a new column
8. Click on filed & select then field accordingly and then save field & then save then column
9. Re-open the purchase report with new created format name.
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Why is the stock value not reflecting correctly after raising a voucher with transportation charges?
Stock value not show correct after raising voucher with transportation due to following reason.
1. If in transport charge bill sundry Affect the cost of goods in purchase no then cost of transportation not affect in stock.
2. If you charge expense through journal entry expense group must be direct expense and enable feature allocate expense/purchase to item
For enable this feature follow thse steps:
step 1: Go in administration then go in configuration
step 2: Go in features/options then go in inventory
step 3: Enable allocate expense/purchase to item
step 4: Go in administration then go in master
step 5: Go in account then go in modify
step 6: select account transportation and allocate amount to item y and save master
3. when you pass journal entry of that exp show window allocation of exp in which you can mention item name and quantity
