Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I add cess for purchase and sales?
You can add cess for purchase and sales after enabling the cess from the GST VAT option.
Pls follow the below steps.
Step 1: Click on administration and then configuration
Step 2: Then features and options choose the GST VAT option then enable the cess option and save it
Step 3: Go to administration and then masters. select the item and open the tax catgeory from alt + m shortcut key adn enter the cess rate then save it.
Step 4: During voucher entry, you can apply the cess either at item level or at voucher level as per the sale purchase type has been selected by you.
How do I tag the expense account for a purchase?
In BUSY, The items purchased through purchase will be recorded in the purchase ledger, while items added as expenses will be recorded in the expense ledger which you need to tag in the item master.
Please follow the below steps to tag the expense account in the item.
Step 1: Click on administration and then masters
Step 2: Then Item and Add it by the name of expense and select the tax category.in the specify purchase account option mention the expense account and enable dont maintain stock balance then save it.
Step 3: When you pass the voucher then entry will reflect under expense account in the balancesheet.
How do I add a SEZ sales voucher in BUSY?
To add SEZ voucher in BUSY, follow these steps:
Step 1: Go to transaction section then click on Sales voucher.
Step 2: Click on Add and then mention SEZ sales type and create the invoice with required details.
Step 3: After save the Voucher.
To Create the SEZ sales type, follow the below steps:
Step 1: Go to administration then click on Master menu.
Step 2: Select the sales type and click on Add tab
Step 3: After entering the sale type name, select Central in the region field and choose SEZ unit in the type of transaction. Once these options are selected, save the sales type to confirm your choices.
How can I configure and create new invoices in BUSY?
To create a new invoice in BUSY Please follow the given steps :
Step 1: Open BUSY software
Step 2: Go to Company Menu
Step 3: Select Company and login with uername and password
Step 4: Go to Transaction Menu
Step 5: To create an invoce, click on sale or purchase voucher and then click on ADD button
Step 6: Mention the neccessary details as Party detail , Item detail along with quantity and price
Step 7: Go to Bill sundry field and press F4 for apply Tax if needed
Step 8: select the Save button to save the voucher.
Where should I go to Enter sale bill in BUSY?
If you want to enter the sales bill in BUSY you have to follow the below-given steps:-
Step1: Navigate to the Transaction menu.
Step2: Then click on the Sale option.
Step3: Then click on the Add option.
Step4: After opening the sale bill define the Header Information there such as voucher date, voucher number then sale type.
Step5: Then if you have Multi-tax rate items you can use Local/Central Item wise or Local/Central Multi-rate in case of "item- wise" Item tax is calculated automatically after entering on amount column and in case of "Multi rate" you have to press F2 then F4 to apply the tax on bill sundry.
I issued credit notes for sales returns but my accounts still show the original sales amount. What should I do?
If you issued credit notes for sales returns but your accounts still show the original sales amount, follow these steps:
Step 1: Check the account taken at the time of the sales return (credit note). If it's different, it will not reflect otherwise, it will reflect.
Step 2: If you are adding a credit note (without item) or not taking the sale account at the time of entering the voucher, it will not reflect.
Step 3: When entering a credit note (without item), adjust it with the original sales. If you want the effect in the sales account, take the sale account at the time of entry.
I want to modify an existing voucher but am unable to do so. What is the process to edit/modify vouchers?
To edit or modify an existing voucher in BUSY, you can follow these steps:
Step 1 : CLick on transactions
Step 2 : Select voucher type
Step 3 : Click on modify mode
Step 4 : Make the necessary changes to the voucher details, such as the amount, date, or any other relevant information.
Step 5 : Save the changes by clicking on the Save button.
Step 6 : If you encounter any errors or issues while saving the changes, make sure to resolve them before proceeding.
Step 7 : Once the changes are saved, the voucher will be updated with the modified information.
Do I need to do any additional configuration for dispatch details to reflect on invoice?
In BUSY, you do not need to do any addition configuration for dispatch details to reflect on invoice.
To add dispatch details on a bill in BUSY, you can follow these steps:
Step 1: Go to Transaction then click on sales voucher type
Step 2: Then click on Add tab and create sales invoice with required details
Step 3: When saving a sales invoice in BUSY, a transport window will appear. In this window, select Bill from dispatch from in the transaction type field and specify Y to enable dispatch details, then you can enter the dispatch details in the provided fields below and save the voucher.
How do I apply IGST and SGST/CGST correctly in BUSY for interstate and intrastate transactions?
To apply IGST and SGST/CGST correctly in BUSY for interstate and intrastate transactions you need to follow below steps:
Step 1: Go to Transactions then select the voucher type such as Sales, purchase, sales return purchase return etc.
Step 2: Click to Add then enter voucher series date voucher no.
Step 3: Then it will ask for sale/purchase type so have to choose local- itemwise/ taxincl/ multirate in case of intra state transactions.
Step 4: In case of Inter state transaction you have to select central-itemwise/taxincl/multirate sale/purchase type.
Step 5: Then have to enter the party details and item details accordingly and save voucher.
How do I add transporter details and pincode to generate a GST invoice without errors?
You can specify pincode in party master
And if you want to specify transport details you need to follow these steps:
Step 1: Make sure you have enabled the input transport details from voucher series configurtion
Step 2: If it is local sale/purchase then Make sure you have tick the transport details in local sale purchase option from GST/VAT configuration
Step 3: Then open the invoice specify the details such as voucher number,party name etc then save it while saving the voucher a window will appear
Step 4: Then specify the transporter details such as transporter name and its ID then proceed