Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How can a non GST sales be entered?
To enter a non GST sales in BUSY, follow the below steps:
Step 1: If you are using itemwise, tax inclusive or multi rate sale type then you need to specify the non GST tax category in the item master by going to administration menu.
Step 2: Select masters then choose item option and click on modify.
Step 3: Now, open that item and select non GST in the tax category field then save.
Step 4: Further, if you are using any single sale type then you need to create a non GST sale type by going to administration menu then select masters option.
Step 5: Select sale type then click on add and after opening it specify the name and tick on Non GST as taxation type.
Step 6: On right side select region either local or central then save.
How to correct tax calculation errors and modify generated sales invoices?
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 BUSY and 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.
I am unable to find the bill number or amount in the voucher. How can I check the bill details?
Following these steps, you can ensure that you understand and correctly input bill details in the voucher entry screen based on the voucher numbering type and POS bill entry configuration in BUSY.
Step 1: Check Voucher Numbering Type:
If it's set to Manual, you will need to enter the voucher number manually during bill entry.
If it's set to Automatic, the system will generate the bill number automatically.
If it's set as Not Required, the voucher will not prompt or allow you to enter a voucher number.
Step 2: POS Bill Entry Configuration:
If you are using POS (Point of Sale) bill entry, check the configuration settings.
Verify that the list price, price, and amount field types are set as Fixed.
This configuration ensures that you will not be allowed to manually enter the amount.
How do I ensure the correct GST (IGST/SGST) is calculated based on the customer billing and shipping addresses?
To ensure correct Gst rate based on the billing shipping detail then follow the given steps:
Step 1: Go to Transaction menu
Step 2: Click on voucher option
Step 3: Then click on Add button
Step 4: Then create invoice and select manually Sale type as Central gst or Local gst
Step 5: Then After entering party detail, A billing shipping widnow will appear
Step 6: Then select in Gst report basis field as Billing shipping detail
Step 7: Then specify Type of dealer as registered
Step 8: Then mention party details, address, Gst no. then click on OK buton
Step 9: Then mention neccessary detail like Item, quantity, price and tax ( as per billing shipping detail ) then click on save button and created the invoice
How to apply tax in sale voucher as tax rate is not showing in sale type that i want to apply in the voucher if i am registered under composition scheme?
If you want to apply tax in sale voucher in case you are registered under the composition scheme you need to create a new sale type
To create a new sale type please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on masters
Step 3: Then click on sale type
Step 4: Then click on add button
Step 5: Then specify the name of sale type such as central,local tax etc
Step 6: You can select taxation type as taxable voucher wise and mention the tax rate if it is fixed or you can select it as item wise in case tax rate is variable and proceed
Step 7: Make sure you have mentioned the correct tax category in item master
Step 8: Save the master then you will be able to apply the tax in sale voucher
How to mention gst rate as per place of supply in BUSY ?
Here are the steps for creating invoice with tax rate as per place of supply:
Step 1: Go to Transaction menu
Step 2: Click on voucher option
Step 3: Then click on Add button
Step 4: Then create invoice and select manually Sale type as Central gst or Local gst
Step 5: Then After entering party detail, A billing shipping widnow will appear
Step 6: Then select in Gst report basis field as Billing shipping detail
Step 7: Then specify Type of dealer as registered or unregistered
Step 8: Then mention party details, address, Gst no. then click on OK buton
Step 9: Then mention neccessary detail like Item, quantity, price and tax ( as per place of supply) then click on save button and created the invoice
What happens if party address and delivery address are in different locations?
If the party address and delivery address are different then you can update the delivery address in billing/shipping window by follow these steps:
1.Enable Billing/shipping feature.
Step 1: Go to Administration and click on Configuration.
Step 2: Select Voucher Series Configuration then select the voucher type.
Step 3: Select the voucher series and click on Voucher Configuration.
Step 4: Specify Y to enable separate billing and shipping then save the configuration.
2.To create the invoice with different shipping details.
Step 1: Go to transaction then select the required voucher type like sales, purchase, sale return etc.
Step 2: Click on Add option and create the invoice with required details like voucher date, voucher number, party account, item , quantity and so on.
Step 3: Before saving the invoice, billing/shipping window will appear. Update the shipping details with state code.
Step 4: Afterward, save the invoice.
How do I record nonGST expense in BUSY
Expense Through Accounting Voucher : We can pass it through Either from Payment Voucher or from Purchase Voucher.
Pls Follow the Below Steps for Payment Voucher :
Step 1: Transaction
Step 2: Payment
Step 3: Add
Step 4: Select the GST Nature - Non-GST Expense
Step 5: DEBIT the Expense account , Tax account as per state and CREDIT the Either party and Cash Account.
Expense Through Purchase Voucher : We have to create expense account as an item and pass the purchase voucher.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Masters
Step 3: Item
Step 4: Add
Step 5: Mention the expense account in Purchase Account.
Step 6: Transaction
Step 7: Purchase
Step 8: Add
Note : In Balance Sheet, Expense entry will show in expense group instead of Purchase and Enable the Option Do Not Maintain Stock Balance in Item Master.
How do I give item-level discounts to customers in BUSY?
Item-wise Discount: This method allows you to apply a discount percentage or amount for each item in the invoice. You can use this method if you want to give different discounts for different items. To enable it follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type that you want to apply the discount for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the Item-wise Discount feature. Set it to Y to enable it and choose the discount structure from the drop-down list. Then, click on Save.
Step 4: Now, when you create an invoice, you can enter the discount percentage or amount for each item after entering the item details.
How do I set up multiple discount schemes in BUSY?
Item-wise Discount: This method allows you to apply a discount percentage or amount for each item in the invoice. You can use this method if you want to give different discounts for different items. To enable it follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type that you want to apply the discount for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the Item-wise Discount feature. Set it to Y to enable it and choose the discount structure from the drop-down list. Then, click on Save.
Step 4: Now, when you create an invoice, you can enter the discount percentage or amount for each item after entering the item details.
