Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
How do I edit a submitted invoice to update the GR details?
To update the GR details on invoice in BUSY, you can follow these steps:
Step 1: Go to the Transaction menu and choose the voucher type that you want to modify or delete, such as Sales, Purchase, etc.
Step 2: Click on Modify and open the voucher that you want to edit.
Step 3: Update the GR details in Transport details window and save.
Step 4: You can open the voucher from the voucher list or from the releated ledger.
Further if you generate an e-way bill, you cannot update the GR details in it. You need to cancel the existing e-way bill and create a new one with the correct details.
Note: Take backup before making any changes.
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.
What are the steps to create an export bill in BUSY? Also, how should I address an HSN error if it occurs while generating a return in BUSY??
There are the steps to create an export bill in BUSY:
Step 1: Go to Transaction Menu
Step 2: Then click on Sale voucher
Step 3: Then click on ADD option
Step 4: select the sale type as export or zero-rated. Enter the required details of the party and items, then save the voucher by clicking on save button
Note : IF you are raise a bill with muticurrency then enable it from Accounts feature.
If you are unable to generate E-return then three available options before proceeding with the return i.e Check errors in transactions, Check errors in HSN Summary, and Check errors in document summary.
I want to know if BUSY can automate billing and invoicing or do I need to create them manually. What invoicing features does it offer?
In BUSY, you have to voucher manually by selecting party,item and other required information for billing but in pos option you can do fast billing by setting pos scanner by configuring it in BUSY and picking items in bill by scanning though using different item paramters.Other option to add invoices in BUSY in bulk,if you already have datain excel,then you can import vouchers from excel and vouchers in BUSY will be added in bulk in single import and for that you have to configure fields and arrange coloumns in excel as per BUSY.Further for any billing feature utility as per your business need,you can check for customisation which is on chargeable basis.
I am trying to generate an invoice for an SEZ unit but am unsure which party type to select. What should I choose?
To generate an invoice for an SEZ unit, you unsure which party type to select. For this, you need to do the setting for sales type in that you have to select SEZ sales type, which defaults in BUSY; if not, you have to create SEZ unit sales type for this you need to follow below step:
Go to the Administration menu.
Select Masters and then Sale Type.
Click on Add to create a new sales type.
Give a name to the sales type.
Choose the region as Central.
Select the SEZ unit as the sales type.
In this case, there's no need to change the party type. You can use your regular party, for whom you create invoices.
