Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
How do I enter an invoice in the accounting software
To enter an invoice in the accounting software, you typically need to follow these steps:
1. Open the accounting software and navigate to the Invoicesor Salessection.
2. Click on the option to create a new invoice.
3. Fill in the necessary details, such as the customer's name, invoice number, date, and payment terms.
4. Add the products or services provided, along with their quantities and prices.
5. Calculate the total amount and any applicable taxes.
6. Review the invoice for accuracy and make any necessary adjustments.
7. Save the invoice and send it to the customer via email or print a physical copy.
Please note that the specific steps may vary depending on the accounting software you are using. It's recommended to consult the software's user guide or support documentation for detailed instructions.
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.
I need to make changes to a generated invoice bill. How do I edit it?How do I delete or cancel an incorrectly generated invoice bill?
To edit or modify the sales from BUSY, follow these steps:
Step 1: Go to Transaction section then Choose the sales voucher
Step 2: Click on Modify tab and access the invoice in modify mode
Step 3: Update the required details and save the voucher.
To cancel an incorrectly generated sales bill, follow these steps:
Step 1: Go to Transaction section then Choose the sales voucher
Step 2: Click on Modify tab and access the invoice in modify mode
Step 3: Press Cntl+X to cancel the invoice then provide remark for same.
To delete the sales invoice in BUSY, follow these steps:
Step 1: Go to Transaction section then Choose the sales voucher
Step 2: Click on Modify tab and access the invoice in modify mode
Step 3: Press F8 key to delete the invoice.
