Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
Why can't I edit or delete vouchers in BUSY?
If you are not able to edit and delete the vouchers, Then pls follow the below steps.
Step 1: Make sure you have open the company from the super user as have no rights to the sub user.
Step 2: If you are using the approval feature and dont have rights to edit and delete the voucher.
Step 3: If you have created the challan and adjusted in the sales voucher, then not able to delete or edit the voucher.
Pls follow the below steps for User Rights :
Step 1: Click on Administration
Step 2: Then Users
Step 3: Select the user and On Expand Menu Option can give rights to the user
How to charge discount before tax in purchase voucher?
For include tax on discounted amount in purchase voucher follow these steps:
Step 1: Go to administration tab then click on configuration
Step 2: Now select voucher series configuration option and then select purchase voucher in it.
Step 3: Double click on voucher and select main series of it then click on voucher configuration option.
Step 4: In the left top side there will be an option item wise discount, enable it and save configuration tab
Step 5: For using discount go to transaction menu then click on purchase voucher.
Step 6: Select add and choose purchase type as tax inclusive or item wise.
Step 7: Now after putting item name and its quantity it will ask for putting discount value.
I am facing issues with integrating GST details in the purchase invoices in BUSY How can I resolve this
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.
Why don't I see an option to enter expenses directly in the purchase invoice apart from inventory items?
If you don't see an option to enter expenses directly in the purchase invoice apart from inventory items, you need to follow the below steps:
Step 1: Check your invoice. You should apply the expenses in the Bill Sundry.
Step 2: For this you have to create bill sundry for expenses by pressing F3 on bill sundry option , give the name of expenses as you required,
Step 3: then select the relevant information and select the option for cost of goods as NO and save the bill sundry master ,
Step 4: after this you can able to enter expenses in the purchase invoice apart from the inventory items.
Why is the sale price picked differently for the same item in different vouchers with the same date?
If the sale price is picked differently for the same item in different vouchers with the same date, you need to check the pricing mode options in the inventory tab. The sale price is automatically picked in the sales bill based on the pricing mode set in the inventory tab, such as pick from item master, item master, last sale price, multiple price list or as per the price structure. You can check this by following the steps below:
Step 1: Go to administration and click on configuration.
Step 2: Select Features and Options and choose the Inventory tab. Here, in the bottom right hand corner, click on Pricing Mode to review and adjust it accordingly.
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.
Can you walk me through step-by-step how to properly enter a sample transport number in BUSY?
Yes, you need to enable transport details option for adding transport number in BUSY by using these steps:
Step 1: Go to Administration menu and click on Configuration.
Step 2: Select Voucher Series Configuration and choose voucher type such as Sales, Sales Return, etc.
Step 3: Select your series and click on Voucher Configuration.
Step 4: Here, you have to enable option called input transportdetails and save.
Step 5: Go to Transaction menu
Step 6: Add or modify a voucher in whch you want to enter transport number
Step 7: While you saving, a transporter details window will appear
Step 8: On transporter window you can enter your Transport number in vichle Number field without any special character.
I am trying to create a sales invoice in BUSY but am unable to add details for multiple items. How can I create a sales invoice with multiple items?
If you are unable to add multiple items in sale voucher , check the follwing options:
Make sure you have created item master for multiple item. to create item follow the below steps
Step 1: Go to administration then masters and select item
Step 2: Click on add and mention item details and save
Step 3: Go to transaction then sales and add voucher with selecting multiple item created
If option showing only to mention one item in voucher , follow the below steps:
Step 1: Go to administration then configuration
Step 2: Then select option maxamum entries in voucher
Step 3: Check if one is mentioned in item entries you can change it to maximum 999
The system is automatically selecting GST invoice instead of a regular invoice. How do I create a basic invoice for services without GST?
To create a service invoice without GST then follow these steps.
Step 1. Go to Administration menu then click on Masters and then click on SaleType.
Step 2. Now click on Add button and define the saletype name.
Step 3. Then select sales account in next option to post the accounting in sales ledger.
Step 4. Now click on Non- GST option in the taxation type box and click on save button to create the service saletype without GST.
Step 5. Now create a service invoice from Sale option under the transaction menu. Then, pick the sale type you set up earlier, and make sure it creates an invoice without GST.
How can i show the expired items sales return in separate stock account in BUSY?
To show the expired items sales return in separate stock account, you need to create a separate material center and tag stock account in it. you can follow the below steps:
Step 1: Go to administration section the click on master menu.
Step 2: Select material center option and click on add and create material center master
Step 3: Disable the option of reflect the stock in balance sheet then tag the separate stock account in it then save the master.
Step 4: Now, Go to transaction section then click on sales return voucher and select add tab.
Step 5: Create the sales return voucher for expired items with newly created material center and save the invoice.
