Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
What should i do if payment voucher not showing in BUSY ?
If you are unable to check payment voucher in BUSY then it is possibilty to delete or cancel the voucher then please follow the steps :
Step 1: Go to transaction menu
Step 2: Then click on voucher option
Step 3: Then click on Payment voucher
Step 4: Then click on List option
Step 5: Here you can check the list of voucher, if the specific voucher is not show then
Step 6: Then you Go to display menu
Step 7: Then click on Check list option
Step 8: Then click on voucher numbering reports
Step 9: Then click on cancelled voucher no.s option
Step 10: Here you can check the list of cancelled voucher
Moreover, if the specific payment voucher is deleted then you can restore the last backup
How to enter debit/credit notes from supplier in BUSY?
To enter debit/credit notes from a supplier in BUSY, follow these steps:
1. Open BUSY.
2. Go to the "Transactions" menu.
3. Select "Debit Note" or "Credit Note" option, depending on the type of note you received.
4. Enter the necessary details such as voucher series, voucher date, and voucher number.
5. Specify the supplier's credit/debit note number and date.
6. Link the note to the original purchase invoice by entering the voucher number of the purchase voucher.
7. Save the voucher.
8. If prompted, provide any additional information such as the reason for the note and nature of the transaction.
9. Review and confirm the entry.
Please note that the specific steps may vary slightly depending on the version of BUSY you are using.
I want to update a particular invoice in BUSY. What is the correct process to do this?
If you to update/modify a particular invoice in BUSY, you can follow these steps:
Step 1: Go to Transactions and select the kind of voucher you want to update such as sales.
Step 2. Then click on modify and enter the voucher number and enter into bill and modify
Step 3. Also can open the voucher list and search for the invoice you want to update using the search filters by entering the invoice number.
Step 4. Once you find the invoice, click on it to open it.
Step 5. Make the necessary changes to the invoice, such as modifying the item details, quantities, or amounts.
Step 6. After making the changes, save the invoice.
Step 7. The updated invoice will now reflect the changes you made.
How to edit GST details like IGST rate in generated invoice?
To edit or modify Gst rate in generated invoice then please follow the steps given below :
if you are select sale/purchase type as Itemwise tax rate in invoice then,
Step 1: Go to Administration Menu
Step 2: Click on masters option
Step 3: Then click on item and then click on modify option
Step 4: Then open respective item master in which wrong tax category is specified
Step 5: Then change tax category with the correct one and save the item master
Step 6: Then open voucher in modify mode and re-enter item and save the voucher
Note : If you are select particular sale/purcahse type in voucher then change it with the correct one and apply tax by press F4 shortcut key in the bill sundry option
I need help reconciling my bank statement, what should I do?How do I correct mistakes on a posted sales invoice?
To reconcile your bank statement you need to follow these steps:
Step 1: Go to administration tab then click on configuration option
Step 2: Then click on features and option button
Step 3: Then click on accounts Tab then enable the bank reconciliation option then save it
Step 4: Then go to display tab then go to bank reconciliation option from that option you can reconcile your entries
Step 5: Now You can also change the status of entries from uncleared to clear by pressing shortcut F4
To correct the mistake on posted sales invoice follow this steps:
Step 1: Go to transaction menu then select the invoice you want to correct like-sale and purchase invoice
Step 2: Then open that invoice from modify or list option then save it after made a correction
I want the software to automatically calculate and apportion CGST/SGST or IGST based on the vendor location. Is this available?
If you are define default sale type in the party master then whiel creating an invoice it will auto pick from teh master :
Step 1: Go to Administration menu
Step 2: Click on Masters option
step 3: Then click on Account master option
Step 4: Then click on modify option
Step 5: Then select party and open it in modify mode
Step 6: Then enable Specify default sale type as Y
Step 7: Then select sale type in the field of Default sale Type as Local gst or Central gst
Step 8: Then click on Save button to save the configuration
Step 9: Then when creating invoice sale type is automatic pick from the account master
