Frequently Asked Questions

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.

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.

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

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

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.

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.

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

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

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.

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.