Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I handle credit notes or cancelled bills in your software?
To generate a credit notes in BUSY, you can follow these steps:
Step 1: Open your company, then, go to the Transactions menu.
Step 2: For goods return from customer, select Sales Return ( Cr. Note).
Step 3: Click on Add and fill in the required details such as Date, voucher no., original voucher no., etc.
Step 4: To adjust the rate difference Cr. Note(w/o Items).
Step 5: Click on Add and fill in the required details such as Date, voucher no., GST Nature, etc.
If you want to cancel a bill, then you have open that bill and click on the cancel button or press Ctrl+X.
The tax charge on my invoice is showing % instead of %. How can I fix this?
If your invoice shows 9% tax instead of 12%, follow these steps to fix it:
Step 1:Open the Transaction menu in BUSY.
Step 2:Choose Sales and go to the Modify option.
Step 3:Provide invoice details, including the invoice number.
Step 4:Access the invoice format with the issue.
Step 5:Locate the item row with the incorrect GST tax rate (9% instead of 12%).
Step 6:Use Alt + M to modify the product.
Step 7:Change the tax category from 9% to 12% and save.
Step 8:Return to the invoice.
Step 9:Remove the product F9 key with the wrong tax rate.
Step 10:Re-enter the product, and the corrected 12% tax rate will be applied.
How can I edit the account heads or tags for a transaction that is already recorded?
You can edit the account head and tags in the recorded transactions.
Pls follow the below steps :
Step 1: Click on Transactions
Step 2: Select the required voucher type
Step 3: Open the voucher in modfy mode mode
Step 4: Then put the cursor on the account and press the shortcut key ALT+M, Account master will get open and can change the account group and save it.
Step 5: For the tags, put the cursor on the required master and press the shortcut key ALT+M, change the tag and then remove from F9 in the voucher and enter it again.
I need help understanding the invoices generated from BUSY can you explain the fields and totals?
To generate invoice from BUSY you have to click on transactions tab then you can create various invoice from that tab such as sale and purchase.
Invoices generated from BUSY have various fields and totals. The fields typically include the customer's name and address, invoice number, date, item description, quantity, rate, and amount. The totals section includes the total, which is the sum of all the amounts, followed by any applicable taxes such as CGST (Central Goods and Services Tax) and SGST (State Goods and Services Tax). Finally, the invoice will display the grand total, which is the total amount including taxes.
Are there any precautions or best practices to consider while excluding vouchers from GST return in BUSY?How do I exclude a particular voucher/bill from my GST return?
To exclude a particular voucher from the GST returns in BUSY by following these steps:
Step 1: First you need to create a new Sale / Purc Type by going to Administration menu and click on Masters.
Step 2: Select Sale Type or Purc Type and click on Add.
Step 3: Enter the necessary details such name, region, etc and set Y on Skip in GST Reports.
Step 4: Use that sale type when generate the voucher.
The voucher will exclude from the GST returns.
Before making any changes, make sure to take a backup of your data as a precaution.
I need to generate a tax invoice for an SEZ unit. What details do I need to enter in the tax invoice?
To generate a tax invoice for an SEZ unit, For this, you need to enable 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.
By enabling above option and using SEZ unit type You can generate tax invoice for SEZ unit.
I want to set up a replication invoice for a customer but can't find that option. Where is the replication invoice feature?
If you want to replicate voucher in BUSY for party,you can follow these steps
Step 1 Go to transactions
Step 2 Select voucher type which you wants to replicate and then select modify
Step 3 Enter voucher number and proceed to open voucher
Step 4 When voucher is opened,use function key f12 and then select replicate voucher
Step 5 Select type single voucher for different accounts or single voucher for different dates
Step 6 Now select account for which voucher to be generated and replicate
Step 7 Now you can check same voucher will be replicated for account you selected
What to do when a voucher is taking too much time to save and is getting corrupted in BUSY Accounting Software?
If a voucher is taking too much time to save and getting corrupted in BUSY, you need to check these steps:
Step 1: If huge items data in voucher then it will take some time to save that record.
Step 2: In case of multi user license and if taking time on the client system then you need to check the networking speed and if found issue correct it with IT person.
Step 3: If showing any error before corrupted the BUSY, then you need to check after run Reindex Database from the Housekeeping menu.
Note: Take backup of your data before running this process.
What is the process for creating a new invoice from scratch?
To create a new invoice from scratch in BUSY, you need to follow these steps:
Step 1.Click on transactions
Step 2. Go to the "Sales" menu.
Step 3. Click on the Add "New" button to create a new invoice.
Step 4. Enter the customer details, such as name, address, and contact information.
Step 5. Add the items or services you are invoicing for, along with their quantities and prices.
Step 6. Specify any applicable taxes or discounts.
Step 7. Review the invoice details and make any necessary adjustments.
Step 8. Save the invoice and generate a PDF or print it for your records or to send to the customer
How to record export expenses like commissions, freight, insurance etc.?
To record export expenses like commissions, freight, insurance, etc. in BUSY you have to create separate bill sundries so that you can mention into the export related invoices.
To create a bill sundry you can follow below steps:
Step 1: Go to Administraion then click on Masters.
Step 2: Under Masters click on Bill Sundry and then Add.
Step 3. Creating these bill sundries select correct Bill sundry type, nature, accounting in sales
Step 4: Also select correct bill sundry calculation to be fed.
Step 5: Then apply these bill sundries in your export sales invoice to record such expenses.