Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How to apply discounts and taxes to invoices 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 Tax At Item Level :
Step 1: During Voucher Entry, Select Sale Purchase Type of Local and Central - Either Itemwise or Tax Inclusive.
For Voucher Level : Discount can apply the Discount Bill sundry which will calculate on Overall voucher amount.
For Voucher Level : Tax Rate Select the Sale Purchase Type - Multi Rate , Single Rate and apply the Bill Sundry through F4.
How can i create purchase bill for service in BUSY?
To create the purchase voucher for services in BUSY, follow the below steps:
Step 1: Go to administration section then click on master menu and click on item tab.
Step 2: Now, select add tab then specify the item name, group, n.a in unit field, tax category, HSN code and select specify here in specify sales account field and tag then service account in it.
Step 3: After mention all the details in item master, you can save it.
Step 4: Next, Go to administration section then click on purchase invoice and select add tab.
Step 5: Now, update the invoice number, date, party name, select item details and amount then apply charges at item level and save the invoice.
I want to record both sales and purchase values against transactions in BUSY. How can I do this?
To record sale transaction in BUSY, folloe these steps:
Step 1: Go to transaction section then click on sales voucher type
Step 2: Click on Add option then create invoice with relevant details like voucher number, date, party account, item details, quantity and many more.
Step 3: After specify the details, save the invoice.
To record purchase transaction in BUSY, folloe these steps:
Step 1: Go to transaction section then click on purchase voucher type
Step 2: Click on Add option then create invoice with relevant details like voucher number, date, party account, item details, quantity and many more.
Step 3: After specify the details, save the invoice.
when I try to make changes to an existing invoice, it shows the invoice has already exist, do you want to contnue ?
Issue: When I try to edit an existing invoice, it says the invoice already exists, and it asks if I want to continue. Why does this happen?
Step 1: Understand the Problem
The issue occurs because the system has detected that there is already an invoice with the same number in the same voucher series or a different series of same voucher.
Step 2: Resolve the Issue
To fix this, you need to make changes to the invoice number. By giving the invoice a different number, you can avoid conflicts with existing invoices. This will resolve the problem, and you should be able to continue making the changes you need.
How do I input the dispatch details for a bill in BUSY Software while creating ewaybill?
If you want to specify the dispatch details while creating ewaybill please follow these steps:
Step 1: Go to transactions menu then click on voucher such as sale
Step 2: Click on add to create a new voucher then specify the required fields such as voucher number,date sale or purchase type and party name etc
Step 3: Go to item grid and do the item entry as required then while saving the voucher a transport window will appear
Step 4: Select ewaybill required option as Y and select other neccesary fields then select transaction type as Bill from dispatch from and select dispatch details required option as Y and then specify the dispatch address and save the voucher
What should I do if I entered incorrect values in invoices, credit notes, or quotations in BUSY?
To modify or edit the invoices , credit notes or quotations in BUSY follow these steps:
Step 1: Go to transaction and then click on Sales or Credit notes or Quotation as per requirement.
Step 2: Click on the Modify option and enter the voucher series, date, and voucher number of the invoice you want to modify
Step 3: After access the invoice in modify mode, can edit and mention the correct value and save the voucher.
Note: If you are eligible for E-invoicing, it is not recommended to modify the invoice. Instead, you should cancel the invoice with E invoice and then recreate the invoice with another document number.
My invoice amount is not correct in BUSY. How to resolve incorrect billing amount issues?
To resolve incorrect billing amount issues in BUSY, you can follow these steps:
1. Check the item details and quantities entered in the invoice to ensure accuracy.
2. Verify the tax rates applied to each item and make any necessary adjustments.
3. Review any discounts or promotions applied to the invoice and ensure they are correctly calculated.
4. Double-check the shipping charges, if applicable, to ensure they are included in the total amount.
5. If the issue persists, check for any manual adjustments or overrides that may have been made to the invoice amount.
6. If needed, consult the BUSY documentation or contact their customer support for further assistance in resolving the issue.
What is the process for generating GST invoices and filing GST returns using BUSY?
To create a GST invoice in BUSY, you need to follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select Sales and click on Add.
Step 3: Enter all the necessary details such as Date, Vch Number, Sale Type, Party, Item, etc and save the transaction.
Furthermore, in BUSY you can generate various GST Returns such as GSTR1, GSTR3B, GSTR ITC-04, etc. To generate them follow these steps:
Step 1: Go to Display menu and click on GST Reports.
Step 2: Select GST Returns and choose the return type which you want to generate such as GSTR1 eReturn, GSTR3B eReturn, etc.
Step 3: Select the Format and enter the Period then can generate the return.
What are best practices for purchase voucher entry to avoid GST issues in BUSY?
In BUSY, we have to add tax rate in Item master with HSN Code, GST details in party master and charge GST during Voucher entry. Accordingly will reflect in GST Reports and generate ereturn also.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Masters
Step 3: Account
Step 4: Add it and mention the Required GST Details like Country, State ,GST Number, PAN Number and Type of Dealer. GST Validate option is given.
Step 5: Item
Step 6: Add it with GST details like Correct Tax rate , HSN Code. HSN Validation option is given.
Step 7: Transaction
Step 8: Purchase
Step 9: Add
Step 10: Select the Sale/Puc Type for charging the tax and mention in party and item details.
How can i record transaction with unregistered party within state or outside the state?
If you have purchase from un registered party within or outside the state, you need to follow the below point:
1.Create an unregistered party
Step 1: Go to administration then click on master menu
Step 2: Select the account option then create the the master with type of dealer as un registered.
2.Create purchase voucher with an unregistered party within or outside state.
Step 1: Go to transaction section then select the purchase voucher option.
Step 2: Now, Click on add then mention the series, date and voucher number. Specify local purchase type in case of transaction within state and central purchase type in case of transaction outside the state.
Step 3: Mention all the required details then save the invoice.
