Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I record the job work charges that the customer will pay me in BUSY?Is there any tutorial or help documentation in BUSY that explains the job work invoice process?
To generate a job work charges invoice which will pay by your customer in BUSY, you can follow these steps:
Step 1: First you need to create an item of job work from Master menu under Administration.
Step 2: You have to metion Job Work account in the field of Specify Sales Acc and other necessary fields such as Unit, Tax Category, HSN / SAC Code.
Step 3: Next, Go to Transaction menu and select Sales.
Step 4: Click on Add and enter all the necessary details such as Date, Vch No, Party, and select the Job Work item with other details and save.
BUSY has a help document and video tutorial which explains how to maintain job work.
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.
How can i resolve the issue if the tax of particular item not being charged during voucher entry?
If the tax of particular item is not charged at voucher entry in BUSY then you must check the tax category with tax rate mentioned in item master by follow these steps:
Step 1: Go to transaction section then select the required voucher type like sales, purchase etc.
Step 2: Click on add then specify the voucher number, date, party name, material center in header part of invoice.
Step 3: Now, select the item master then press alt+m on required master to access in modify mode then check the defined tax category and correct it if required.
Step 4: After ward, update all the item details along with quantity and price then apply tax and save it.
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.
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 need help understanding the billing and pricing structure of BUSY.
BUSY offers various features for billing and
pricing structures:
To create a bill in BUSY follow below steps:
Step 1: Go to transaction tab
Step 2: Then click on invoice you want to create such as sale and purchase and you can create it
Step 3: After creating invoice you can save it
You can set different pricing structures for the party by following these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration option
Step 3: Then click on features and option
Step 4: Then click on inventory tab and from that option you can use different price structures from that window such as date wise pricing ,bcn wise pricing and multiple price list category wise etc
Hw can i apply tax of an item during voucher entry in BUSY?
To apply tax of item during voucher entry, You can follow the below steps:
Step 1: Go to transaction section then click on required voucher like sales, purchase etc.
Step 2: Click on add tab and mention the voucher number, date, party name, sales or purchase type, item details along with price and quantity etc.
Step 3: After specify all details, Press F4 shortcut key to apply tax at bill sundry in case of multi rate or specific tax rate sales or purchase type or apply tax at item level by press enter key on amount at item level in case of tax inclusive and item wise sales or purchase type.
Step 4: Next, save the invoice.
How can I enable the software to round off invoice totals automatically?
You can enable the auto round off option which is used to round off the invoice amount from the voucher series configuration.
Pls Follow the below steps :
Step 1: Click on Administration
Step 2: Then Configuration
Step 3: Then Voucher series configuration
Step 4: Then select the required voucher type and series
Step 5: Then voucher configuration
Step 6: Enable the Auto round off final amount option
Step 7: Click on configure tab and select the automatic mode
Step 8: Mention the Round off plus in upper bill sundry and Round off minus in lower bill sundry
Step 9: When you save the voucher then invoice value will get auto round off.
