Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How can i put the voucher on hold in BUSY?
In BUSY, you can hold any voucher for future reference during voucher entry. To hold invoice, follow these steps:
Step 1: Go to transaction then select the required voucher type.
Step 2: Click on add and specify the required details and then press ALT+H or click on hold vch. tab, the voucher for particular party will hold for furture reference.
To adjust the hold voucher or pick hold voucher details, follow these steps:
Step 1: Go to transaction then select the required voucher type.
Step 2: Click on add then specify the voucher series, date, voucher number, party name and material center in heading.
Step 3: Now, Press ALT+H or click on hold vch. tab then select the restore voucher
Step 4: Select the description and click on ok to restore the hold voucher details.
How can i retrieve the deleted bills in BUSY?
You can only retrieve the deleted invoices from BUSY if you have a backup of your data
Further if required you can generate the report of those deleted bills with the help of audit trail and user activity log feature available in BUSY
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on features and options tab
Step 3: Then click on general tab
Step 4: Afterwards enable audit trail and user activity log feature by selecting it as Y to enable it then save the changes
Step 5: Then go to display menu
Step 6: Then click on check list after that click on audit trail or user activity log
Step 7: Open the report and you can view the all the details of your deleted invoices in BUSY
Why am I unable to find the rent invoice option in BUSY? How can I generate rent invoices?
If you want to enter a rent invoice while in BUSY Accounitng Software,you can do it in two ways,You can enter through the Journal Voucher and Inventory Voucher.
To enter in journal voucher you can follow these steps:
Step 1:You can Add an Account master for the name of Rent A/c and mention group and save.
Step 2:After that,you can go Transactions and pass a journal entry related to rent A/c through a journal voucher.
To enter in inventory voucher you can follow these steps:
Step 1:You will have to create an item master the name of Rent Expense or income then mention details and select Tax category as service.
Step 2:Then you can go to Transaction menu and add sale or purchase related to rent expense or income.
why i can only select a particular group of items in quotation voucher in BUSY?
If you can only enter a particular group of items in quotation voucher in BUSY, then follow below steps to resolve it:
Step 1: Take the latest backup of your data before any process
Step 2: Then go to Administration menu and then submenu configuration after that select Voucher series configuration option
Step 2: Now select the voucher type as quotation and then select the voucher series
Step 3: Then go to voucher configuration option and disable filter value for item dropdown option by selecting N and then save the configuration
Step 4: After saving you will see voucher series configuration option again, then select master controls tab and untick the check box of apply controls in item option
Step 6: Now select save to save the changeing and check by entering quotation voucher.
Why is the original invoice number not showing up in credit note in BUSY?
Reconciling cash and sales records with POS billing voucher entries is essential to ensure the accuracy of financial transactions and prevent discrepancies.
To reconcile cash and sales records with POS billing voucher entries to ensure accuracy follow the below steps:
Step1:Verify Opening Cash Balance:Start the reconciliation process by verifying the opening cash balance in the cash register. Ensure it matches the closing cash balance from the previous day's reconciliation.
Step 2:Compare Cash Sales:Compare the total cash sales recorded in the POS billing voucher entries with the actual cash collected in the cash register. Ensure that all cash transactions are accurately recorded.
Step 3 :Check Non-Cash Transactions:Verify non-cash transactions, such as credit card sales and digital wallet payments, to ensure they match the records in the POS billing voucher entries and payment processors.
How to customize sales workflows in BUSY?
To maintain proper workflow of sale invoices, in which you can add quotation, order, challan and then sale invoice, please follow below steps:
Step 1: Go the the Administration menu
Step 2: Click on the configuration option
Step 3: Click feature/option, open Inventory Tab
Step 4: Enable option regarding sale quotation, sale order and challan processing
Step 5: Select their respective configuration
Step 6: In transaction menu, you will find sale quotation and sale order voucher
Step 7: Add Quotation voucher and pick its refrence in order by using F11 key on item grid lines
Step 8: To add challan, use material issue to party voucher select type as sale challan
Step 9: while generating sale invoice salect type as against challan, it will adjust challan refrence
In this way you can maintain complete workflow for sale booking
I want to enter freight charges in an invoice, but it's giving an error. How should I configure freight charges?
To enter freight charges in an invoice, you need to follow the below steps:
Step 1: Go to Transaction, then Sale. Click on Add.
Step 2: After opening the add Sales Voucher window, feed header details, date, VCH no sale type, and product name
Step 3: After feeding the voucher header, select item details like quantity, price, and amount.
Step 4: After feeding item details, you need to go to Bill Sundry Windows. Here, you have to select freight charges as the master on sale invoice amount. Click on Bill Sundry and select the freight charges master, then enter the freight charges amount or percentage.
Step 7: This will add the total amount of the invoice to the specified freight charges; after that, apply tax and click save.
I am having issues with incorrect or inconsistent data being displayed in reports. How can I troubleshoot and resolve this?
To troubleshoot and resolve issues with incorrect or inconsistent data in reports, you can try the following steps:
1. Double-check the data entry: Ensure that the data entered in the software is accurate and free from errors.You can check your Sale or purchase type should be appropriate as per requirement for invoice.Tax category in item master and Party details in master should be correct
2. Verify the settings: Review the settings related to data calculations, formatting, and filters to ensure they are correctly configured.
4. Check for software updates: Make sure you are using the latest version of the BUSY, as updates often include bug fixes and improvements.
5. Reconcile accounts: Perform a thorough reconciliation of accounts to identify any discrepancies or errors.
I am getting errors when trying to record a vendor bill payment. How can I troubleshoot and fix this?
If you are getting errors when trying to record a vendor bill payment in BUSY, you can troubleshoot and fix this issue by checking the following:
Step 1. Ensure that you have entered the correct payment details, including the vendor name, payment amount, and payment date.
Step 2. Verify that the vendor bill is properly recorded and linked to the payment. Make sure the bill is not already marked as paid or closed.
Step 3. Check if there are any outstanding invoices or bills from the vendor that need to be paid before recording the payment.
Step 4. Make sure you have sufficient funds in the bank account linked to the payment.
Step 5. Check for any error messages or notifications that provide specific information about the issue.
What measures can be taken to reconcile cash and sales records with POS billing voucher entries to ensure accuracy?
Reconciling cash and sales records with POS billing voucher entries is essential to ensure the accuracy of financial transactions and prevent discrepancies.
To reconcile cash and sales records with POS billing voucher entries to ensure accuracy follow the below steps:
Step1:Verify Opening Cash Balance:Start the reconciliation process by verifying the opening cash balance in the cash register. Ensure it matches the closing cash balance from the previous day's reconciliation.
Step 2:Compare Cash Sales:Compare the total cash sales recorded in the POS billing voucher entries with the actual cash collected in the cash register. Ensure that all cash transactions are accurately recorded.
Step 3 :Check Non-Cash Transactions:Verify non-cash transactions, such as credit card sales and digital wallet payments, to ensure they match the records in the POS billing voucher entries and payment processors.
