Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How can I view pending orders and process them?
To view the pending order report, follow these steps:
Step 1: Go to display section then select the order processing
Step 2: Click on pending order then select the required report
Step 3: Select the item range and party range then specify the date and open the report.
In order to process or adjust the pending in order in original invoice, follow these steps:
Step 1: Go to transaction section then click on sales or purchase voucher
Step 2: Click on add then specify the voucher number, series, voucher date, sale/purchase type, party name and material center in heading.
Step 3: Press F11 at item grid, All pending order with selected party will appear in a window.
Step 4: Select the required order and save the voucher.
How to fix incorrect calculations in the vouchers?
To fix incorrect calculations in the vouchers, you need to follow these steps:
Step 1: Check that the price of the products is entered correctly.
Step 2: Check that the tax category of the items is specified correctly in the item master. This will help to apply the correct tax rate and amount to your transactions.
Step 3: Check that the discount given is entered correctly and has the right structure.
Step 4: Check that the additional charges added through Bill Sundry have the correct accounting configuration.
Further for any assistance you can also reach out to us anytime on our 24X7 helpline number: 8282828282 or 011 40964096. Alternatively, you can email us your query at support@busy.in.
Can't find option for GST invoices in BUSY. What settings for BB?
Follow below steps to find the option for GST invoices in BUSY:
Step 1: Go in administration.
Step 2: Select configuration.
Step 3: Then Select feature/options.
Step 4: Under it click on GST/VAT.
Step 5: Enable GST in it.
Step 6: Specify the type of dealer and filling frequency.
Step 7: Mention your company GSTN in given option.
Step 8: Also can create default GST masters.
Step 9: Save configuration and go back.
Step 10: Go and create desired voucher.
Step 11: Ensure that billing party must be registered.
Step 12: As specify the GSTN in billing party master.
Step 13: Save configuration and create an invoice.
How to record a purchase and specify local or central tax for it in BUSY software
To record a purchase and specify local or central tax for it in BUSY software, Follow these steps:
Step 1: Go to the Transaction Menu
Step 2: Click on Purchase
Step 3: Press enter on add
Step 4: Select series,specify the date & voucher number
Step 5: Then select purchase type according to party billing state if party belongs to same state then select purchase local single tax/multirated /incl. and if party belongs to other state then select central purchase and according to purchase you apply local or central tax on your voucher.
Step 6: Fill in the required Details of the voucher like: party, item, qty etc.
Step 7: Save the information by clicking on the Save button or pressing F2.
How to record credit sales and receive customer payments in BUSY?
If you want to add a credit sales invoice 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 and select Sales.
Step 2: After selecting voucher click on Add and select the Party Name and other neccessary details such as Date, Voucher no., Items, etc and save the transaction.
If you want to record receipt 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 menu.
Step 2: Choose the Receipt Voucher and click on Add.
Step 3: Fill in the necessary details such as Date, Voucher no., Amount, etc. in the selected voucher.
How can I correct or delete multiple vouchers created in BUSY?
For Muliple Voucher Deletion, Pls follow the below steps.
Step 1: Use the shortkey CLT+ALT+D
Step 2: Then click on vouchers Option
Step 3: Select the vouchers for deletion either all vouchers or selected vouchers according to the date range.
For Muliple Voucher Creation : Though excel can correct the in bulk.
Step 1: Click on Administration
Step 2: Then Data Export Import
Step 3: Then Import Vouchers from Excel
Step 4: Select the required Voucher Type
Step 5: Create the Format
Step 6: Configure Format of data field as per excel column
Step 7: Specify the Excel data sheet & Import it.
Note :- Do Process After Data Backup. Excel import is on chargeable basis.
How to apply Discount and Allowance in Purchase Voucher in BUSY
We can apply discount and Taxes At Item Level & At Voucher Level.
For Discount At Item Level :
Step 1:- Administration
Step 2:- Configuration
Step 3:- Voucher Series Configuration
Step 4:- Select Voucher Type & Series
Step 5:- Voucher Configuration
Step 6:- Enable the Item Wise Discount
Step 7:- During Voucher Entry, Discount window will popup for each Item.
For Voucher Level : Discount can apply the Discount Bill sundry which will calculate on Overall voucher amount.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Masters
Step 3: Bill Sundry
Step 4: Add
Step 5: Select Bill Sundry Type - Subtrative and Bill Sundry Nature - Others
Step 6: Enable the Option for Costing and Accounting in the Voucher as per your requiredment.
Step 7: During voucher entry, Apply the Bill Sundry.
How do I generate a dispatch/shipping bill in BUSY?
To generate a bill with seperate billing and shipping address in BUSY, you can follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type such as Sale, Purchase etc.
Step 3: Then, select the voucher series and click on Voucher Configuration.
Step 4: Enable the option Seperate Billing / Shipping Details and save.
Step 5: Now, when you generate voucher you can enter shipping address after selecting the party.
Step 6: The Billing address will picked from the party master and shipping address will picked from shipping window.
You can select Bill From-Dispatch From as Transacation type in the transport details window while generating invoice and can enter the Dispatch details.
Some transactions or bills are missing from the ledger. How can I find or restore missing transactions?
If you find that some transactions or bills are missing from the ledger in your BUSY,
you can restore them from the latest backup. However, if it haven't so, you'll need to
enter those bills manually. Here are the steps to do it:
Step 1: Go to the Administration menu.
Step 2: Click on "Voucher Series Configuration."
Step 3: Click on "Voucher Type," then click on the "Series" option. After that, click on "Voucher
Numbering" option and set the type as "Manual." Save the configuration.
Note: After adding the voucher, you can set the voucher number as automatic from the same
option. However, while setting it to automatic and saving the configuration, a renumbering
option will appear. Make sure to select "No" to this option.
I am unable to match my purchase invoices with the supplier invoices downloaded from GSTN. How can I resolve this?
To resolve the issue of not being able to match purchase invoices with supplier invoices downloaded from GSTN, you can try the following steps:
Step 1. Ensure that all the purchase invoices are entered correctly in BUSY.
Step 2. Verify that the supplier invoices downloaded from GSTN are accurate and complete.
Step 3. Check for any discrepancies in invoice numbers, amounts, or other details between the two sets of invoices.
Step 4. If there are missing or mismatched invoices, contact the supplier to obtain the correct invoices or rectify any errors.
Step 5. Update the purchase invoices in BUSY with the correct information.
Step 6. Reconcile the purchase invoices with the supplier invoices again to ensure they match accurately.
