Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I settle payments in voucher such as cash and bank accounts?
If you want to settle payment in voucher follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Click on voucher series configuration
Step 4: Select the invoice such as sale,purchase etc
Step 5: Afterwards select the series such as main etc
Step 6: Click on voucher configuration button
Step 7: Select enable settlement details option a Y to enable it
Step 8: Click on configure button
Step 9: Then tick the options such as cash,credit card 1,2 etc and you can tag bank accounts or cash accounts in it specifically
Step 10: Afterwards click on ok button then save the changes
Step 11: Go to transactions menu then click on sales
Step 12:Try to create a new invoice from add button afterwards it will give you a prompt for the settlement you can settle the bill in cash,bank as required in voucher
How can I make a sales invoice from a pick-up sales challan?
A pick-up sales challan includes details such as the seller's and buyer's information, the item description, quantity, unit price, total value, and any other relevant information related to the dispatched goods.
To make a sales invoice from a pick-up sales challan follow the below steps:
Step1:Create Challan: Enable Sales/purchase challan from Inventory menu . Configure challan options properly
Step 2 : Create Sales Invoice : BUSY software allows us to convert from pick-up sales challan with the help of function key F11. This includes all item details information, bill sundry information of the invoice .
Step 3: Review and Verify the Invoice : Need to adjust Challan reference in the sales invoice from the auto populate window . Double-check the information on the sales invoice to ensure accuracy and completeness. Verify that all relevant details are included and correctly calculated.
How can I add freight charges and additional expenses in sales invoices?
To include freight & additional 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 other name, 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.
Some tax codes are missing in the dropdown. How can I add or edit them?
To add or edit tax codes in the dropdown,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 tax rates are not getting saved correctly when I reopen edited invoices. What should I do to retain tax rate changes?
To add or edit tax codes in the dropdown,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.
How to maintain foreign currency invoice details for exports in BUSY?
To maintain foreign currency for invoice details in BUSY, you need to below steps:
Step 1: Go to Administration then click on Configuration.
Step 2: Then Click on Features Options and then Click on Accounts Tab.
Step 3: Enable Multi Currency feature then Save It.
Step 4. Then go to Administration click on Masters.
Step 5: Then Click on Account and modify the customer account ledger.
Step 6: Enable Multi Currecy in the account ledger and save it.
Step 5: Then, go to Transactions Tab, Add Sales Voucher with Sales Type Central- Export can be taxable or exempt according to your Invoice.
Step 6: After selecting account ledger a currency details dialogue box will appear.
Step 7: Choose the currency and enter the conversion rate.
Step 9: Then Enter Item details, quantity and price details and save the voucher.
How to enter details of multiple suppliers and their invoices in BUSY?
To create account master in BUSY follow below given steps.
Step 1: Go to administration option and select masters option.
Step 2: In masters option select accounts and then click on add option.
Step 3: Add all the necessary field and click on save button.
Steps to add the sales vouchers from BUSY for different parties.
Step 1: Go to transaction menu and select sales option from it.
Step 2: After sales option click on add button to add the voucher.
Step 3: Mention all the relevant information like voucher number, voucher date, party name etc.
Step 4: Lastly click on save button to save the voucher.
Note: Repeat these steps for each supplier and their invoices. By following these steps, you can enter the details of multiple suppliers and their invoices in BUSY.
How can I resolve the issue of an invalid IGST percentage that appears when saving a sales invoice in BUSY?
It is possible that you have selected different sales type in sales invoice as compared to item tax category in BUSY, to resolve the same issue follow below steps:
Step 1: Take the latest backup of your data before any process
Step 2: Go to administration menu and submenu master and then select item
Step 3: Select modify option and search item that you have selected in sale invoice
Step 4: After that change the specified tax category as per the requirement and then select on save option to save the changes
Step 5: Now go to transaction menu and submenu sales and then press on add
Step 6: Then mention the required details such as date, series and vocuher number and makesure to select central sale type as per the tax category specified in item master and then save the sale invoice.
I am not able to see the rent amount on my invoice generated through BUSY. How can I add the rent amount to the invoice?
You can add the rent amount in the invoice either through by adding bill sundry or as an rent item.
Pls follow the below steps as an Item :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Item
Step 4: Then Add by Rent name
Step 5: In the left side, mention the Rent expense account in the option of specify purchase account.
Pls follow the below steps as an Bill Sundry :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Bill Sundry
Step 4: Then Add by the rent charges name and select the bill sundry type as addictive and nature as others
Step 5: Then In left bottom, Accounting in purchase,enable the affect accounting and the adjust in the purchase amount then tag the service charge account in the option account head to post and save it.
How do I manually change the quantity of an item while scanning a bill?
To manually change the quantity of an item while scanning a bill in BUSY, you need to fix the quantity field after scanning the item, follow these steps :
Step 1 :Go to administration then configuration click on features and options.
Step 2 : Go to POS tab and enable POS and click on save button.
Step 3 : Now go to administration then configuration click on voucher series configuration
Step 4 : Select voucher type and voucher series and go to voucher configuration and enable advanced POS data entry
Step 5 : Click on configure advanced POS options tab and set quantity as needed and set quantity as semi variable then click on save button and again to click on save button.
Step 6: In transactions while scanning item manually put the cursor on item quantity and change the quantity manually.
