Frequently Asked Questions

When party and supply are in different states, then you need to follow these steps to enter GST details while creating voucher in BUSY:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type such as Sale, Purchase etc.
Step 3: Then, select the voucher series and click on Voucher Configuration.
Step 4: Enable the option Seperate Billing / Shipping Details and save.
Step 5: Now, when you generate voucher you can enter shipping address after selecting the party.
Step 6: The Billing address will picked from the party master and shipping address will picked from shipping window.

Follow below steps for GST invoicing in BUSY:
 Step 1: Go in administration and select configuration.
 Step 2: Then select feature/options.
 Step 3: Click on GST/VAT.
 Step 4: Enable GST and mention type of dealer and filling frequency.
 Step 5: Define the GSTN in given option.
 Step 6: Create default GST masters.
 For swtiching from cash memo to B2B invoice in BUSY, follow given steps:
 Step 1: Open relevant voucher.
 Step 2: Select party who is registered and has it's company GSTN.
 Step 3: Select Sale/Purchase type as per your requirement.
 Step 4: Specify required details.
 Step 5: Apply tax and proceed for generation.

If you want to modify or delete existing transactions 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. You can also open that invoice from the list of vouchers.
 Step 2: Click on Modify and open the voucher that you want to change or remove.
 Step 3: Make the necessary changes and save them again.
 Step 4: To delete the voucher, click on Delete button or press F8 after opening it.
 Note: Take latest backup of your data before making any changes.

To convert a delivery note into an invoice in BUSY, you need to follow these steps:
Step 1: Open your company, then go to Transaction menu.
Step 2: Select Sales and click on Add.
Step 3: Pick the Type as Against Challan and select Party. The Party name should same as in the delivery note.
Step 4: Press F11 in the item row and a window of pending challan will appear.
Step 5: Select your challan by click on the check box and press Ok.
Step 6: All the details of delivery note will picked in the sales voucher you just need to save it after checking all the details.

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.

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.

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.

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.

If you want to correct the wrong entry and amount entered in voucher in BUSY, you can follow these steps:
 Step 1: Open BUSY and select the company you want to work with. Then, go to the Transactions tab and choose the type of voucher that you want to add or edit, such as sale, purchase, etc.
 Step 2: After selecting voucher type click on Modify and select the voucher no. that you want to change. You can make any changes that you want and then click on Save again.
 Step 3: You can also open that voucher from the list of vouchers.

If you are unable to change the voucher date of a transaction that you have created, it could be due to one or more of the following reasons:
 1. You do not have the necessary permission to modify the voucher. You may need to contact your administrator or supervisor to grant you the access.
 2. The data is frozen, which means that no changes can be made in that period. You may need to unfreeze the data before you can change the voucher date.
 3. The date you want to enter belongs to another financial year, which is not allowed by the software.