Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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
What steps should I take if the software is not reflecting the correct invoice amount for my transactions?
If the software is not reflecting the correct invoice amount for your transactions, you can take the following steps:
Step 1. Verify the details: Double-check the invoice details, such as the item quantities, prices, and any discounts or taxes applied.
Step 2. Check the settings: Ensure that the software is configured correctly for calculating invoice amounts, including any tax rates or discounts.
Step 3. Update the software: Make sure you are using the latest version of the software, as updates may include bug fixes or improvements related to invoice calculations.
Step 4. Contact customer support: If the issue persists, reach out to the customer support team for further assistance. They can help troubleshoot the problem and provide specific guidance based on your software version and settings.
I cancelled an invoice but it is still showing in the system, what should I do?
If you have cancelled the invoice but it is still showing in the system please follow these steps:
Step 1: Go to transactions menu
Step 2: Then click on invoice such as sale,purchase etc
Step 3: Then open it from modify button
Step 4: If it is showing cancelled in red colour mark it means it has already being cancelled
Step 5: If it is showing data entry normally just press the key ALT+X or click on cancel button to proceed for the canciliation of the invoice
To check the list of cancelled invoices please follow these steps:
Step 1: Go to display menu
Step 2: Then click on check list
Step 3: Afterwards click on voucher numbering reports
Step 4: Then click on cancelled voucher numbers then you can see the cancelled vouchers list accordingly
How to create purchase returns, update stock and generate reports in BUSY?
If you want to record a purchase return voucher 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 on the top menu bar.
Step 2: Under the Transactions tab, you will find a voucher named Purchase Return (Dr. Note). Click on it to open the voucher entry window.
Step 3: Enter all the necessary details of the purchase return transaction, such as the party name, invoice number, item name, quantity, rate, etc.
Step 4: Click on Save to record the voucher and close the window.
BUSY updates the stock on real time based on the transactions made. You can view various reports from the Display menu and choose the ones that suit your needs.
How to get raw material purchases to reflect in the closing stock in BUSY?
You should follow below steps to reflect raw material purchases in the closing stock in BUSY:
Step 1: Go in administration.
Step 2: Select configuration.
Step 3: Then go in feature/options.
Step 4: Select account option.
Step 5: In balance sheet stock updation select stock status.
Step 6: Then save and go back.
Step 7: Create an item of raw material.
Step 8: Select N in option of don't maintain stock balance.
Step 9: Save item master and proceed for purchase voucher generation.
Step 10: Create a voucher with required details.
Step 11: Check in balance sheet as it will refelect in closing stock.
If still issue persists then can share concern on support@busy.in
How to add discounts, taxes etc during billing?
If you wants to add discount and taxes during billing so you can apply in two ways which is Item wise or Voucher wise.
Step 1: If you want to apply item wise discount so you have to mention in discount column which appears when you enter after unit while adding your transaction.'
Step 2: If you want to apply voucher wise discount so have to mention discount bill sundry in Bill Sundry Column respectively.
Step 3: Likewise for applying item wise tax you have to select sales type as Local/Central- Itemwise or TaxIncl.
Step 4: To add tax rate voucher wise you have to select sales type as Local/Central- Multirate or Specific tax percentage such as 12%, 18 % and Press F4 to apply tax at bill sundry column.
How can i record the service import transaction in BUSY?
To record the service import transaction in BUSY, you can either post purchase voucher entry or the journal entry.
1.To post the purchase voucher entry, follow these steps:
Step 1: Go to transaction section then click on purchase voucher type
Step 2: Click on add option and mention the voucher series, date, voucher number, import purchase type, specify the party master.
Step 3: At item grid, press f3 to create the service item master with required details and update the service account ledger in purchase account field.
Step 4: Now, select the item master, amount and other details then save the voucher.
2.To post journal entry, follow these steps:
Step 1: Go to transaction section then click on journal entry type
Step 2: Click on add option then post accounting entry for same.
How can i user hold voucher feature in sales invoice?
In BUSY, you can hold any voucher for future reference during voucher entry. To hold sales invoice, follow these steps:
Step 1: Go to transaction then click on sales
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 click on sales
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 do I generate accurate bills using barcodes in BUSY?
To generate bills by scanning barcodes in BUSY, you need to follow these steps:
Step 1: Go to Administration menu and click on Configuration.
Step 2: Select Voucher Series Configuration and then select the voucher type as Sales.
Step 3: Select the series and click on Voucher Configuration.
Step 4: Here, you will see an option called Enable Advanced POS Data Entry. Set Y on that.
Step 5: Click on Configure Advanced POS Options and set Y on Pick Item Names from Bar Codes.
Step 6: You have to also enable the option of Batch No, Serial No. or Parameters on the basis of you have printed barcodes and save.
Step 7: Now, you can pick items by scanning barcodes during voucher entry.
Note: POS option is not available in BUSY basic edition.
