Frequently Asked
Questions

Q: How do I enter the basic amount for an item in voucher?

To enter the basic amount for an item in voucher in BUSY, follow these steps: Step 1: Go to the transactions menu then select the voucher type such as sale or purchase and click on add. Step 2: Enter the required details such as the date, voucher number, and specify the sale or purchase type. Step 3: After that select party and enter item details in voucher and enter basic amount. Step 4: Now you can add any discounts or charges if applicable in the voucher. Afterward, click on Apply Tax or press F4 in the bill sundry to add the tax amount in the voucher, then save the voucher.

Q: How do I create a bill from multiple quotations in BUSY?

To create a sales bill from multiple quotations, you can follow these steps: Step 1: Go to the Transaction menu and select Sales. Step 2: Click on Add and enter the necessary details, such as Date, Voucher No., Party name, etc. Make sure the Party name is the same as in the quotations. Step 3: On the item row, press F11 to see a window that shows you the pending quotation list. You can select the quotations that you want to adjust in the sales bill. Step 4: After selecting the quotations, the item details, such as quantity and price, will be automatically filled. You can now save the bill.

Q: What are the various data entry sections available for recording transactions?

When you open the company then on top you will find the transaction tab. In the transaction tab, you can do the transaction related to below voucher.You can create Dual Voucher, Accounting Voucher and Pure Inventory Voucher. Dual Voucher : Here Accounting and Inventory both get hit. Vouchers which are Sales, Purchase, Sales Return and Purchase Return. Accounting Voucher : It refers to where only Accounting get hit. Vouchers which are Payment, Receipt, Journal,Contra, Debit and Credit note without Items. Pure Inventory Voucher : It refers to where Only Inventory get hit. Vouchers which Matrial issue to party, Material Receive from Party, Stock Journal, Stock Transfer, Production and Unassemble.

Q: How to enter multi-rate invoices with taxable and non-taxable values?

Here are the steps for creating multirate invoices with taxable and non-taxable values: Step 1: Go to Transaction Menu Step 2: Click on Voucher Step 3: Then click on ADD and when raise new bill then salect in sale or purchase tax type as MULTYRATE GST Step 4: After enter neccessary details then go to Bill sundry field and press F4 to apply Tax. Note : If the tax category is defined as taxable in the item, tax will be levied. If the tax category is marked as exempt in the item master, no tax will be applied on the voucher.

Q: My software is not allowing me to make a sale entry in BUSY. How can I resolve this issue?

If you not able to do the sales voucher in the BUSY then follow the below steps. Step 1: make sure that you have user rights to add the sales voucher. Step 2: If you have not allow to add the back date entry then you will not be able to add the back date sales voucher. Step 3: Check if you freezed your data then will not able to do the sales entry, You can check from Administration then Utilities for data freezing. Step 4: If you are maintaining the branches and might be have no rights to add the sales voucher for that branch.

Q: How to add the ship-to address in sales voucher?

To add the ship-to address in sales voucher you need to follow below steps: Step 1: Go to Administration and then click on Configuration. Step 2: Under Configuration tab Click on Voucher Series Configuration. Step 3: Then Click on the voucher type such as sales. Step 4: Then select the voucher series and click on voucher configuration. Step 5: Enable Separate Billing Shipping details by making Y then save the configurations. Step 6: Then go to Transaction and click on Sales option. Step 7: Click on Add and while adding sales voucher just after you select the customer account, billing shipping window will appear.There you have to enter your ship to address details.

Q: How do I cancel a bill in BUSY

You can cancel any voucher in BUSY software If you want to cancel one voucher,Please follow the given steps Step 1) Modify that bill which one you want to cancel Step 2) Press Ctrl with X Step 3) It will ask to cancel, click on YES if you want to cancel oterwise click on No If you want to cancel multiple voucher, please follow the given steps Step1) Open respective report, like if you want to cancel sale vouchers then open sale report Step2) Select the entries which you want to cancel Step3) Press Ctrl with X Step4) It will ask to cancel, click on YES if you want to cancel oterwise click on No

Q: Can you explain where I can find the transaction tab in BUSY and what it's used for?

When you open the company then on top you will find the transaction tab. In the transaction tab, you can do the transaction related to below voucher.You can create Dual Voucher, Accounting Voucher and Pure Inventory Voucher. Dual Voucher : Here Accounting and Inventory both get hit. Vouchers which are Sales, Purchase, Sales Return and Purchase Return. Accounting Voucher : It refers to where only Accounting get hit. Vouchers which are Payment, Receipt, Journal,Contra, Debit and Credit note without Items. Pure Inventory Voucher : It refers to where Only Inventory get hit. Vouchers which Matrial issue to party, Material Receive from Party, Stock Journal, Stock Transfer, Production and Unassemble.

Q: How can I modify invoice details if there is any error in product name, quantity, date, etc?

To modify the invoices details in BUSY if there is any error in product name, quantity, date, etc, 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 modify. Step 3: Make the necessary corrections in the product name, quantity, date, etc and save changes. You can also open that invoice from the list of voucher or from the related ledger. Make sure to take latest backup of your data before make any changes.

Q: Can I edit supplier or customer details in a voucher after saving and finalizing it?

You can edit supplier or customer details in a voucher after saving and finalizing it as per given steps 1.Open your company and go to administration 2.Select voucher in which particular supplier used 3.Open voucher and select the party and by using shortcut alter plus M 4.Now modify party master will be opened,can make required changes in master and save the changes 5.After modifying party master,save voucher Note:It is recommended that if you have saved voucher and then modify party details of party used in voucher,it may affect deatils used in your voucher and also may affect if gst return in filled for that period in which party used in voucher

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

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

How do I enter the basic amount for an item in voucher?

To enter the basic amount for an item in voucher in BUSY, follow these steps:
Step 1: Go to the transactions menu then select the voucher type such as sale or purchase and click on add.
Step 2: Enter the required details such as the date, voucher number, and specify the sale or purchase type.
Step 3: After that select party and enter item details in voucher and enter basic amount.
Step 4: Now you can add any discounts or charges if applicable in the voucher. Afterward, click on Apply Tax or press F4 in the bill sundry to add the tax amount in the voucher, then save the voucher.

How do I create a bill from multiple quotations in BUSY?

To create a sales bill from multiple quotations, you can follow these steps:
Step 1: Go to the Transaction menu and select Sales.
Step 2: Click on Add and enter the necessary details, such as Date, Voucher No., Party name, etc. Make sure the Party name is the same as in the quotations.
Step 3: On the item row, press F11 to see a window that shows you the pending quotation list. You can select the quotations that you want to adjust in the sales bill.
Step 4: After selecting the quotations, the item details, such as quantity and price, will be automatically filled. You can now save the bill.

What are the various data entry sections available for recording transactions?

When you open the company then on top you will find the transaction tab. In the transaction tab, you can do the transaction related to below voucher.You can create Dual Voucher, Accounting Voucher and Pure Inventory Voucher.
Dual Voucher : Here Accounting and Inventory both get hit. Vouchers which are Sales, Purchase, Sales Return and Purchase Return.
Accounting Voucher : It refers to where only Accounting get hit. Vouchers which are Payment, Receipt, Journal,Contra, Debit and Credit note without Items.
Pure Inventory Voucher : It refers to where Only Inventory get hit. Vouchers which Matrial issue to party, Material Receive from Party, Stock Journal, Stock Transfer, Production and Unassemble.

How to enter multi-rate invoices with taxable and non-taxable values?

Here are the steps for creating multirate invoices with taxable and non-taxable values:
 Step 1: Go to Transaction Menu 
 Step 2: Click on Voucher 
 Step 3: Then click on ADD and when raise new bill then salect in sale or purchase tax type as MULTYRATE GST 
 Step 4: After enter neccessary details then go to Bill sundry field and press F4 to apply Tax.
 Note : If the tax category is defined as taxable in the item, tax will be levied. If the tax category is marked as exempt in the item master, no tax will be applied on the voucher.

My software is not allowing me to make a sale entry in BUSY. How can I resolve this issue?

If you not able to do the sales voucher in the BUSY then follow the below steps.
 Step 1: make sure that you have user rights to add the sales voucher.
 Step 2: If you have not allow to add the back date entry then you will not be able to add the back date sales voucher.
 Step 3: Check if you freezed your data then will not able to do the sales entry, You can check from Administration then Utilities for data freezing.
 Step 4: If you are maintaining the branches and might be have no rights to add the sales voucher for that branch.

How to add the ship-to address in sales voucher?

To add the ship-to address in sales voucher you need to follow below steps:
Step 1: Go to Administration and then click on Configuration.
Step 2: Under Configuration tab Click on Voucher Series Configuration.
Step 3: Then Click on the voucher type such as sales.
Step 4: Then select the voucher series and click on voucher configuration.
Step 5: Enable Separate Billing Shipping details by making Y then save the configurations.
Step 6: Then go to Transaction and click on Sales option.
Step 7: Click on Add and while adding sales voucher just after you select the customer account, billing shipping window will appear.There you have to enter your ship to address details.

How do I cancel a bill in BUSY

You can cancel any voucher in BUSY software
If you want to cancel one voucher,Please follow the given steps
Step 1) Modify that bill which one you want to cancel
Step 2) Press Ctrl with X
Step 3) It will ask to cancel, click on YES if you want to cancel oterwise click on No
If you want to cancel multiple voucher, please follow the given steps
Step1) Open respective report, like if you want to cancel sale vouchers then open sale report
Step2) Select the entries which you want to cancel
Step3) Press Ctrl with X
Step4) It will ask to cancel, click on YES if you want to cancel oterwise click on No

Can you explain where I can find the transaction tab in BUSY and what it's used for?

When you open the company then on top you will find the transaction tab. In the transaction tab, you can do the transaction related to below voucher.You can create Dual Voucher, Accounting Voucher and Pure Inventory Voucher.
Dual Voucher : Here Accounting and Inventory both get hit. Vouchers which are Sales, Purchase, Sales Return and Purchase Return.
Accounting Voucher : It refers to where only Accounting get hit. Vouchers which are Payment, Receipt, Journal,Contra, Debit and Credit note without Items.
Pure Inventory Voucher : It refers to where Only Inventory get hit. Vouchers which Matrial issue to party, Material Receive from Party, Stock Journal, Stock Transfer, Production and Unassemble.

How can I modify invoice details if there is any error in product name, quantity, date, etc?

To modify the invoices details in BUSY if there is any error in product name, quantity, date, etc, 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 modify.
 Step 3: Make the necessary corrections in the product name, quantity, date, etc and save changes.
 You can also open that invoice from the list of voucher or from the related ledger.
 Make sure to take latest backup of your data before make any changes.

Can I edit supplier or customer details in a voucher after saving and finalizing it?

You can edit supplier or customer details in a voucher after saving and finalizing it as per given steps
1.Open your company and go to administration
2.Select voucher in which particular supplier used
3.Open voucher and select the party and by using shortcut alter plus M
4.Now modify party master will be opened,can make required changes in master and save the changes 
5.After modifying party master,save voucher
Note:It is recommended that if you have saved voucher and then modify party details of party used in voucher,it may affect deatils used in your voucher and also may affect if gst return in filled for that period in which party used in voucher

Frequently AskedQuestions