Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
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 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 can I record partial payments and track the remaining amount due from the party?
To record partial payment and track the remaining amount due from party, you can follow the below steps:
Step 1: Go to transaction section then click on receipt invoice and select add tab.
Step 2: Mention the voucher series, date, number, gst nature in header part of invoice and post accounting entry for partial payment.
Step 3: After enter on party, bill by bill window will open where you can adjust the refernece with receipt amount and save the voucher.
Step 4: Now, to track the partial payment. Go to display section then click outstanding anaysis report.
Step 5: Select bill receivable report then select one party option and specify the date range and enable show bills adjustment details.
Step 6: Afterward, open the report and check the partial pending amount.
What are the settings required to enable GST calculation in the invoices in the software?
If you have created a company with GST, then the default sale type masters and tax category masters will be automatically shown. However, if you have not created a company with GST, then you need to follow the steps given below to set it up:
Step 1: Go to the administration menu.
Step 2: Click on the configuration tab.
Step 3: Click on the feature and option tab.
Step 4: Click on the GST/VAT option and define the type as GST. Then click on the Default GST masters option. This will automatically create all the masters that will come under GST. At the time of billing from the sale voucher, you can use all these masters, such as sale type master, bill sundry master, etc.
My sales voucher is not showing the correct amount, how can I check and resolve this?
To check and resolve the issue of incorrect sales voucher amount in BUSY, you can follow these steps:
1. Open the sales voucher in BUSY.
2. Verify the details entered in the voucher, such as item quantity, rate, and tax calculations.
3. Check if any discounts or additional charges are correctly applied.
4. Ensure that the voucher is saved and closed properly.
5. Generate relevant reports, such as sales register or sales summary, to cross-check the voucher amount.
6. If the amount is still incorrect, review the voucher entry and make necessary corrections.
7. Save the changes and recheck the voucher amount in the reports.
By following these steps, you can identify and resolve any discrepancies in the sales voucher amount in BUSY.
How do I add a new sale type like 'GST Exempt' in the voucher creation process?
To add a new sale type like GST Exempt in the voucher creation process in BUSY, you can follow below steps:
Step 1: Go to Transaction and then voucher creation screen.
Step 2: Look for the option to add a new sale type. It is usually located in the toolbar or menu.
Step 3: Click on the Add button or select the Add Sale Type option.
Step 4: A window will open where you can enter the details for the new sale type.
Step 5: Give the sale type a name, such as GST Exempt.
Step 6: Select the appropriate taxation type group, which should be Exempt for GST exempt items.
Step 7: Click on the Save button to save the new sale type.
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.
