Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
Do I need to create a separate entry for warranty charges?
If you want to create a service charges invoice please follow these steps:
Step 1: Go to administration menu then click on masters submenu
Step 2: Click on item Now click on add button
Step 3: Specify the item name such as warranty charges and its group
Step 4: Then mention the unit as NA
Step 5: Afterwards specify the other details such as hsn code and tax category etc
Step 6: Then select the don't maintain stock balance option as Y and save the master
Step 7: Now go to transactions menu then click on voucher such as sale,purchase etc
Step 8: Click on add option and specify the necessary details such as voucher number,series,date and party name etc
Step 9: Now go to item grid and do select the item name as warranty charges or any other charges that you have created
Step 10: Now do the entry accordingly
How do I update tax rates in existing vouchers in BUSY?
If you want to correct tax calculation errors in BUSY, you can follow these steps:
Step 1: Choose the correct Tax category for each item in the Item Master.
Step 2: Verify that the Sale/Pur Type is correct for each voucher.
Step 3: If the invoice includes any additional charges, check that the tax is applied correctly to them.
If you want to modify a sales invoice in BUSY, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Transactions tab and select Sales.
Step 2: After selecting voucher click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.
Step 3: You can also open that voucher from the list of sale vouchers.
Where is the option to enable transport charges in BUSY?
To add any transport charges in your invoices in BUSY, you can use the Bill Sundry option in the invoices. A bill sundry is an additional charge or deduction that you can apply to your invoice amount. There is a default bill sundry called Freight & Forwarding Charges that you can use for transport charges. If you want to create a new bill sundry with the name of Transport Charges, 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 transport charges.
I am unable to edit tax rates for existing products. How can I modify tax rates after creating the products?
If you want to correct tax calculation errors in BUSY, you can follow these steps:
Step 1: Choose the correct Tax category for each item in the Item Master.
Step 2: Verify that the Sale/Pur Type is correct for each voucher.
Step 3: If the invoice includes any additional charges, check that the tax is applied correctly to them.
If you want to modify a sales invoice in BUSY, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Transactions tab and select Sales.
Step 2: After selecting voucher click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.
Step 3: You can also open that voucher from the list of sale vouchers.
My purchase has % tax. How to enter % tax in purchase voucher in BUSY as composition dealer?
To enter 5% tax in a purchase voucher in BUSY as a composition dealer, here's a step-by-step guide:
Step 1: Go to the Transaction option in the software.
Step 2: Open the purchase voucher in BUSY.
Step 3: Select the series, enter the date, and voucher number. You can use the vendor's invoice number for this.
Step 4: Choose the purchase type as either Local or Central - 5%.
Step 5: Enter the details of the purchase, including the vendor's name, item, quantity, and rate.
Step 6: In the Bill Sundry option, select Apply Tax (F4) and ensure that ITC-None is selected for bill sundry.
Step 7: Complete the voucher with all the necessary information and save it.
Following these steps will allow you to correctly enter 5% tax in a purchase voucher in BUSY as a composition dealer.
The system is not allowing me to generate invoices for certain bills. What could be causing this, and how can I resolve it?
If you are not able to generate the certain bills in BUSY then you dont have rights to generate the invoice. In BUSY, we can create Mutliple User and can give rights to them as per our requirement that which masters and transaction user can add, modify, delete , view and for which reports the user can check and customize it.
Pls Follow the Below Steps for User Rights :
Step 1: Click on Administration
Step 2: Then Users
Step 3: Then Add
Step 4: Create User and Password
Step 5: On Top Right, Expand Menu Option can give rights to the user for which transaction can view, modify, delete,cancel and same for which reports he want to allow user can view.
Step 6: On Left Side, User Control - Can enable or disable option as per his requirment for user.
How do I configure and use the tax settings in BUSY for accurate taxation?
To configure and use the tax settings in BUSY for accurate taxation, you can follow these steps:
1. Go to the Tax Category Master in BUSY.
2. Modify or create new tax categories as per your requirements.
3. Set the tax rates for each category.
4. Assign the appropriate tax category to each item or service in your inventory.
5. Configure the tax calculation method, such as inclusive or exclusive tax.
6. Set up tax components like CGST, SGST, IGST, and Cess.
7. Ensure that the tax settings are correctly applied to your sales and purchase vouchers.
8. Generate reports to verify the accuracy of your tax calculations.
9. Regularly update and review your tax settings to stay compliant with tax regulations.
By following these steps, you can configure and use the tax settings in BUSY for accurate taxation.
How can I customize the tax slabs and categories as per my business requirements?
If you want to correct tax calculation errors in BUSY, you can follow these steps:
Step 1: Choose the correct Tax category for each item in the Item Master.
Step 2: Verify that the Sale/Pur Type is correct for each voucher.
Step 3: If the invoice includes any additional charges, check that the tax is applied correctly to them.
If you want to modify a sales invoice in BUSY, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Transactions tab and select Sales.
Step 2: After selecting voucher click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.
Step 3: You can also open that voucher from the list of sale vouchers.
What steps should I take to automatically capture the vendor's name in purchase vouchers?
The vendor name not automatically capture in the purchase voucher in standard voucher. If your purchase will happen with the one vendor then you can add it in POS purchase voucher, there it shows what default vendor name you added in the voucher configuration series wise.
Pls Follow the Below Steps :
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Features and Options
Step 4: Then enable the POS option and Go to Voucher Series Configuration
Step 5: Then select the puchase voucher type and series
Step 6: Click on Voucher Configuration Option
Step 7: On right bottom,Enable the advance POS data entry option and click on tab
Step 8: Click on header configuration, Select the party name to pick default in voucher and set it at variable. mention the other required details also and save it.
Is there any difference in the new regenerated bill and the cancelled one?
Yes, a regenerated bill and a cancelled bill represent two different states of a transaction:
Regenerated Bill: This refers to a bill that has been recreated or generated again, usually due to some changes or updates required in the original bill. It might occur when there are errors in the initial billing, adjustments needed, or modifications to the transaction details. The regenerated bill contains the corrected or updated information compared to the original bill.
Cancelled Bill: A cancelled bill, on the other hand, indicates that the bill has been voided or annulled. It means the original bill is no longer valid and won't be processed further for payment. This can happen for various reasons such as errors, duplicate billing, or if the transaction needs to be completely reversed for some reason. A cancelled bill essentially negates the financial impact of the original bill.
