Frequently Asked Questions

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.

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.

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.

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.

If you're facing an issue where the save button is not highlighting while making modifications to a voucher in BUSY, there could be a few reasons behind it. Here are some steps you can take to troubleshoot the issue:
Step 1: Check if you're logged in as a sub-user. If that's the case, you may not have the necessary rights to modify the voucher.
Step 2: Verify if the approval and audit option is enabled and you don't have the rights to approve or audit the voucher. It might also be possible that the voucher has already been audited and approved.
Step 3: Check if you have adjusted a challan or order against the sale voucher. If that's the case, you won't be able to save the changes.

Issue: I can't figure out where to enter my voucher reference number in the software. Can you help me with this?
 Step 1: Enter Voucher Reference
 When you're entering a new voucher in the software, look for an option related to the voucher number, often available after the date field.
 In this field, you can enter your voucher reference number. This is where you should input the reference number you want to associate with the voucher.
 As you continue with the voucher entry, you'll notice a Bill by Bill Adjustment window. In this window, your voucher number will automatically become your reference number. You can choose to change it if necessary, but you can also keep it as is and continue with your entry.

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.

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.

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.