Frequently Asked
Questions

Find Solutions to Common Issues Related to configurations - voucher entry both

FAQs

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.

Can i update vehicle number for my vouchers in bulk?

 Yes you can update vehicle number for your vouchers in bulk by following these steps:
Step 1: Go to administration menu then click on miscellaneous data entry option
Step 2: Click on update transport details option and select pick transactions for it as central,local or both as required
Step 3: Select pick transactions for as one party,group of parties or all as required
Step 4: Open the report as date wise or voucher number wise as required
Step 5: Specify the voucher type,series and date range and select other appropriate options as required and click on ok button
Step 6: You can update your vehicle number in bulk from its respective field
Step 7: After that save the changes

I'm having trouble entering invoices and credit notes properly in BUSY what do I do?

 Find out the steps to enter invoice in BUSY 
Step 1 : First open the company in BUSY
Step 2 : Then go to transaction menu 
Step 3 : Then select the voucher type as sales 
Step 4 : Then add voucher select voucher series and mention date and then select sales type and items and enter amount and save bill
And steps to add credit notes in BUSY
Step 1 : First open the company in BUSY
Step 2 : Then go to transaction menu 
Step 3 : Then select the voucher type as sales return (cr.note ) or credit note (W/O) items as per your requirement 
Step 4 : Then can add credit note
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