Frequently Asked Questions

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

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

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

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.

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 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

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.

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