Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I record inter-state purchase transactions with the correct tax rates in BUSY?
To enter inter-state purchase transactions with tax rates in BUSY software, follow the steps below:
Step 1: Go to the Transaction menu.
Step 2: Click on Purchase voucher.
Step 3: Click on the Add option and define voucher header details such as voucher series, date, voucher number. Then define voucher purchase type as Central Item wise or Central Multi-rate because under these purchase types, you can enter multi-tax rate items within each voucher.
Step 4: If you define Central Item wise, tax will calculate automatically when you click on the amount column in the item body. But if you applied Central Multi-rate, you have to click on apply tax or press F4 after keeping the cursor on bill sundry for applying the tax.
This way, you can enter inter-state purchase transactions with BUSY.
How do I edit a saved invoice draft?How do I generate invoice in BUSY?
To edit a saved invoice in BUSY, you can follow these steps:
Step 1: Go to the Transaction menu and choose the voucher type that you want to modify or delete, such as Sales, Purchase, etc.
Step 2: Click on Modify and open the voucher that you want to edit.
Step 3: Make the necessary changes and save them again.
Step 4: You can open the voucher from the voucher list or from the releated ledger.
Note: Take backup before making any changes.
To generate an invoice in BUSY, you can follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select voucher type which you want to create such as Sales, Purchase, etc.
Step 3: Click on Add and enter all the necessary details such as date, Vch no., Party Name, Item, etc and save.
What should i do if having trouble scanning barcodes during voucher entry?
If you are facing issue with scanning barcodes during voucher entery, you need to check these troubleshooting steps:
Step 1: Open notepade on your system and scan the barcode and check if the barcode number appear not. If not then you need to check the barcode scanner.
Step 2: For barcode scanning POS configuration should be configured. To do ths go to administration menu then select configuration sub menu.
Step 3: Select voucher series configuration then select the voucher type such as sales, purchase etc.
Step 4: Choose the voucher series then click on voucher configuration.
Step 5: On right side bottom set Y on enble advanced POS data entry then click on configure advanced POS options.
Step 4: Here, you need to configure it as required and set Y on pick items name from barcodes then save.
How can I rectify errors in invoice generation like incorrect HSN code or missing transport details?
To rectify error in invoice generation like -incorrect HSN codes or mising transport details follow given below steps:
To solve hsn error follow these steps:
Step 1: Go to administration menu
Step 2: Then click on masters
Step 3: Then click on item
Step 4: Then open the item from modify or list option
Step 5: Then correct the item hsn code in item master and save it
To rectify error related to missing transport details follow these steps:
Step 1: Go to transaction menu
Step 2: Then click on invoice such as sales,purchase then open the invoice
Step 3: After that create invoice and when you save the invoice a transport window will appear so specify transport details such as transporter name and its id etc and proceed
How can I fix errors when generating invoices or vouchers?
To fix errors when generating invoices or vouchers, you can follow these steps:
Step 1. Check for possible errors before generating the invoice or voucher.
Step 2. If an error occurs, reopen the voucher and make necessary changes.
Step 3. Save the voucher after making corrections.
Step 4. Generate the invoice or voucher again.
Step 5. If you encounter a duplicate acknowledgement number error, ensure that the invoice number is unique.
Step 6. If there is a mistake in the original e-invoice, cancel it from the portal and regenerate the invoice with corrections.
Step 7. If you need to make corrections to an invoice after it is generated, you may have to cancel the entire voucher and recreate it.
Step 8. After cancelling an e-invoice from the portal, you can generate the same invoice number again from BUSY without errors.
The forwarding charges I entered are not showing up on the final invoice printout. Where do I need to enter these to have them appear?
To show the forwarding charges in Final Invoice Printout. You need to follow below step:
Step 1: Go to the Transaction section in your software.
Step 2: Within Transaction, find and select Sales Invoice.
Step 3: Locate the specific invoice where forwarding charges were entered and want them to appear on the final invoice printout.
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.
Step 7: Save your changes.
Step 8: Now, when you print the final invoice, the forwarding charges will be included on the printed invoice in the way you've configured.
Every time I generate a credit note, I have to manually update the company address. Why does it not take my address automatically?
If every time you generate a credit note, you have to manually update the company address, you need to check the below steps:
Step 1: Normally, this does not happen in both the format standard and design. For this, you need to update the below option. Go to Company and edit the company option. You need to update the address.
Step 2: You also need to check in standard. For this, you need to go to Administration, then Configuration, then Invoice Document Printing, then Standard, then select the credit note and update the address.
Step 3: You also need to check the standard. For this, you need to go to Administration, then Configuration, then Invoice Document Printing, then Advance, then select the credit note and go to the header part and update the address.
The existing voucher number is wrong, How do I change or cancel it in BUSY?
If the existing voucher number is incorrect so you cancel it by opening voucher and use Alt+X shortcut to cancel the voucher.
Further to change voucher you can follow below steps:
Step 1: If the voucher numbering is manual so you can simply open the voucher and change it manually.
Step 2: If the voucher numbering is automatic so you have to go to Administration then click on Configuration.
Step 3: Under configuration select voucher series configuration then double click on voucher type such as sales.
Step 4: Select voucher series then click on Voucher numbering.
Step 5: Select Numbering type as manual and manual numbering validation as Warning only and press OK.
Step 6: Then open the voucher in modfy and now can change your vouher number easily.
Note: Before doing this process ensure to take data backup.
What is the right way to enter invoices for local and inter-state transactions in BUSY?
To enter invoice in local and central tax , you can follow the below steps:
Step 1: Go to transaction then select the voucher type and click on add
Step 2: Check the state of party if same state as you then it is a intra state transaction and if diffrent state then inter state transction
Step 2: Mention voucher type as local for intra state stansaction and choose central tax for tnter state transaction
Step 3: Check the state of party if same state as you then it is a intra state transaction and if diffrent state then inter state transction
Step 4: Then apply tax for selecting correct bill sundry for cgst and sgst if same state and igst if different state and save voucher
Is it possible to convert a BC bill to a BB bill in BUSY software? If yes, how?
To convert B2C voucher in B2B Voucher then need to be followed the given steps :
Step 1: Go to Transaction Menu
Step 2: Click on Sale voucher then Click on List option
Step 3: Open the Specific voucher then Go to the Party name field and press ALT M for modify the party detials
Step 4: Select Type of Dealer as REGISTERED
Step 5: Enter the GST number in the GSTIN/UIN field then click on the Validate GST Online option, and then click on the "OK" button.
Step 6: Save the changes by clicking on save button
Step 7: Then Click on Sale Type option to select correct Tax either Local gst or Central gst if needed and save the voucher by clicking on save button
