Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
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.
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.
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 to generate credit note in BUSY.Explain end-to-end process
Follow below steps to generate credit note in BUSY:
Step 1: Go in transaction section.
Step 2: Then select relevant voucher as per your requirement either credit note or Cr.Note W/O.
Step 3: In case of credit note , Click on add new.
Step 4: Specify the required details as series,date,voucher type,party master, and item details.
Step 5; At the time of saving it will ask you the original invoice number.
Step 6: Mention original invoice number.
Step 7: Save the voucher.
Step 8: In case of Cr. Note W/O, click on add new.
Step 9: Then mention series, date and voucher number.
Step 10: Select GST nature as per your requirement.
Step 11: add the account entry.
Step 12: While saving a adjustment window will appear.
Step 13; Specify original invoice details and tax calculation.
Step 14: Save the invoice.
How can i maintain the item-wise discount in BUSY?
If you want to maintain the item-wise discount in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on features and options
Step 4: Then click on inventory tab
Step 5: Then make sure item-wise discount type should be selected as simple or compound and save the changes
Step 6: Then go to administration menu again
Step 7: Then click on configuration button
Step 8: Then click on voucher series configuration
Step 9: Then select the voucher such as sale,purchase etc
Step 10: Then select the series and then click on voucher configuration and enable item -wise discount
Step 11: Then specify the discount structure and save the changes
Step 12: Then go to transactions menu then open the voucher such as sale,purchase etc
Step 13: Then you can create the voucher and specify the discount as required from there
The forwarding charges I entered are being calculated as part of the product tax. How can I enter them separately?
To enter the separate forwarding charges as part of the product tax. You need to follow the below steps:
Step 1: Go to the Transaction section in BUSY.
Step 2: Within Transaction, find and select Sales Invoice.
Step 3: Locate the specific invoice where forwarding charges were entered and want them to be calculated separately from the product tax.
Step 4: Once you've selected the right invoice, you need to modify it. Look for the Modify option or button and click on it.
Step 5: In the modified invoice, find the section or field where you entered the forwarding charges.
Step 6: Ensure that the forwarding charges are correctly placed under the Bill Sundry option. i.e., before the tax.
Step 7: After that, save your changes.
Step 8: Now, when you print the final invoice, the forwarding charges will be calculated separately, not the part of the product.
