Frequently Asked
Questions

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

FAQs

How do I properly record specific transaction types in BUSY?

To properly record specific transaction types in BUSY, you can follow these steps:
1. Open BUSY and go to the "Transactions" section.
2. Select the appropriate transaction type from the available options (e.g., sales, purchases, expenses).
3. Fill in the required details such as date, amount, and description.
4. Specify the accounts involved in the transaction (e.g., cash, bank, customer, vendor).
5. Save the transaction to complete the recording process.
Please note that the specific steps may vary depending on the version and configuration of BUSY you are using. It is recommended to consult the BUSY user manual or seek assistance from their support team for detailed instructions.

I am getting errors when trying to generate GST/VAT tax invoices. What are some common causes and solutions for issues with tax invoice generation?

When showing error at time of error in tax invoice , you can follow the below steps to correct the errorsinvoice :
Step 1: Open the particular voucher in modify 
Step 2: Check the sale type should be correct as per tansaction type which is inter or intra state transaction 
Step 3: If sale in within then same state choose local sale type and for outside then state mention central sale tyoe
Step 4: Then if the voucher have items of different tax rate select sale type as itemwise or multirate 
By following these steps you can troubleshoot for error when post tax invoice.

How can I make the SGST CGST option appear automatic in bill sundry when making a sales bill in L/GST-Multi Rate?

To make the SGST CGST option appear automatic when making a sales bill in L/GST-Multi Rate in BUSY, you need to follow these steps :
Step 1: Go to administration and then click on configuration.
Step 2: Select tag bill sundry voucher wise. and now select voucher type as sale and select sale type as L/GST-multi rate and select voucher series.
Step 3: Now in bill sundry tag CGST and SGST with value if needed and save.
Step 4: Now in transactions add voucher it will automatic pick bill sundry or you also can press F4 key to automatic apply CGST and SGST in bill sundry.

Why is the taxation amount for IGST and CGST/SGST products with the same HSN code showing as combined/mixed in the invoices?

Even if your items having same hsn code or same tax category is used in different type of transactions,for this no need to tag either it is cgst,sgst or igst.As while voucher entry like sale or purchase,if party belongs to same state or sale purchase type is local tax,then it will apply tax as cgst and sgst.On the other hand,if during voucher entry,party belongs to other state,then it apply tax as igst or central tax on item.And in invoices show total tax amounts but it bifurcates tax amounts on the basis of either local transaction or central transactions like cgst,sgst and igst

Why is the tax of one item is not calculating during voucher entry in BUSY?

If the tax of one item is not calculating during voucher entry in BUSY then follow the below steps:
Step 1: Go to transaction section then click on required voucher type like sales, purchase etc.
Step 2: Click on add then specify the voucher series, date, number, sales type, party name and material center in heading.
Step 3: Now, select the item then press alt+m at item master to open the master in modify mode.
Step 4: Next, Check the tax category and correct tax category and save the master.
Step 5: Afterward, specify the item with quantity and price then apply tax and save the voucher.

Why do I keep getting the same item name appear below in voucher entry ?

For getting the same item name appear below in voucher entry, please follow below steps :
Step 1:  Go to Transaction menu and select Sales voucher type from submenu.
Step 2:  Click on Add Option.
Step 3:  Now fill voucher header details like , date , voucher number, MC Name , Sale type.
Step 4:  After this Click on the Item entry select Item from the list . And Enter tax details in bill sundry.
Step 5: To repeat same item in below row press F7 and fill details 
Step 6: Enter tax detils in bill sundry 
Step 7: Save the voucher

How do I generate bills from Chalan in BUSY?

To generate bills from challan 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.

How do I add narration field in BUSY

In Some Reports, There is a Narration Option given while opening the report. Further can add it through custom column in Report.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add New Column or Add New Row
For New Column :
Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data field , Formula Based and SQL Query
Step 3: Select the Category and required field.
For More Customization as per your requirement can contact to Channel Partner.

What is the process of making debit/credit notes?

If you want to enter debit credit notes then please follow the given steps 
 Step 1: Go to Transaction 
 Step 2: Then if you want to enter with item then you will enter in sales return Cr note 
 or purchase return Dr note 
 Step 3: If you want to enter without item 
 Step 4: Then enter in Dr note w/o item Or Cr note w/o item. 
 If you encounter the any issue, you can contact us through our centralized helpline at 8282828282 or
 11 4096 4096, or you can email us at support@busy.in

How do I correct errors and change account groups for transactions in BUSY?

If you found any error or mistake in voucher then you can open that voucher in modify mode and correct the mistake and resave again.
If you want to change group of an account, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Masters.
Step 2: Select Account and click on Modify. Choose the account for which you want to change group.
Step 3: Select the Account Group from the dropdown list and save changes.
Make sure to take latest backup of your data before make any changes.