Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How to merge duplicate entries, create audit trails, generate reports in BUSY?
You can cancel or delete an entry if there are duplicate entries. To cancel an entry, first open the entry and use the shortcut key ALT + X and to delete an entry, first open the entry and use the key F8
And
To maintain the Audit Trail in BUSY, Follow the steps given below:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Features / Options
Step 4 : General
Step 5 : Enable in Maintain Audit Trail feature. (This feature is enabled by default, in case you specify CIN or Company's GSTIN in the company, because as per MCA guidelines, Audit Trail is mandatory for private limited and public limited companies)
Step 6 : To view the Audit Trail report, Go to Display, then Check List and press Enter on Audit Trail.
And
When users enter transactions into vouchers at the company, these transactions are added to the report. Because the report is generated on the basis of transactions. Follow the steps given below to view the report:-
Step 1 : Open Company in BUSY
Step 2 : Go to Display, various reports are available in BUSY, you can view this report as per your requirement
How to apply the correct tax rate to freight and forwarding charges in BUSY invoices?
Follow below steps to apply the correct tax rate to frieght and forwarding charges in BUSY invoices:
Step 1: Open relevant voucher.
Step 2: Specify all the details.
Step 3: Then apply freight and forwarding charges as bill sundry.
Step 4: If bill sundry not created before then press F3 on bill sundry and create with given option.
Step 5: Define name, nature other required configuration of bill sundry and save it.
Step 6: You can apply it as an item also.
Step 7: Create an item master of freight and forwarding.
Step 8: Define the group , and unit name as N/A , mention tax category as service % and HSN code of that charges.
Step 9: In bottom of master there's an option of specify sales account , you can tag it as per your requirement (this item will impact on specifed account which you have tagged)
Step 10: Select Y in don't maintain stock balance.
Step 11: Save the master and can use in invoice.
Further can share concern on support@busy.in , so that we can help you accordingly.
I have a product that normally has GST taxes added. But when purchasing from a composition dealer, the product shows error. How can I record purchase of taxable items from composition dealers?
If you have a product that normally has GST taxes added, But when you purchase from a composition dealer, the product shows errors. To record the purchase of taxable items from composition dealers, you need to follow the below steps:
Step 1: First, make sure you add a new party master for the composition dealer by pressing F3 in the party option in the voucher window, or you can add it from Administration, then select Masters, then select Account, then select Add. In that window, you should select the dealer type as composition.
Step 2: Also, you have to create one purchase type for the composition dealer by pressing F3 in the purchase type option in the voucher window, or you can add it by going to Administration, then selecting Masters, then selecting Purchase Type, then selecting Add. In that window, you should select the taxation type as composition dealer.
Step 3: After making sure of the above settings, you can pass relevant information for purchase entries from a composition dealer, like date, voucher number, and item details, and save the entry.
The above setting will help post the voucher for the composition dealer.
How can I enter vouchers in BUSY?
To Enter Vouchers in BUSY you have to follow the below given steps:-
Step 1: For Entering A Sale Bill you have to go Transaction menu then click on Sale or Supply outward option then Add button.
Step 2: Then have to mention Header Information as Party name,Date,series In Sale type you can mention Central or Local Multi rate if are using multitax rate items in vouchers either can mention one Tax rate specific Sale type.
Step 3: For Entering A Purchase voucher you have to go Transaction menu then click on Purchase or Supply Inward option then Add button.
Step 4: Then have to mention Header Information as Party name,Date,series In Purchase type you can mention Central or Local Multi rate if are using multitax rate items in vouchers either can mention one Tax rate specific Purhcase type.
Step 5: For Entering Cash or bank amount that you are Receving can do entry under Receipt voucher Under Transaction menu and Vice versa for paying cash or via bank can enter Payment voucher.
Step 6: For Any Expense entry or any other entry that you want to do you can do in Journal voucher( as this is a common voucher).
What is the process to enter export bill in BUSY to avail GST input?
To enter export bill in BUSY and avail GST input, you need to follow below steps:
Step 1: Go to Transactions then click on Sales/ Supply Outward.
Step 2: Then Add Sales voucher then add date,voucher number
Step 3: Then select sales type as central export and have to choose taxable or exempt according to bill requirement.
Step 4: Then Add party details with PIn Code as 999999
Step 5: Then enter the shipping details of the last location where your items are going to dispatched.
Step 6: Enter Item details, quantity and price details .
Step 7: Further you need to enter the shipping bill number, shipping bill date, and the port code from where your goods will be dispatched.
Step 8: After saving invoice, go to Display, GST Reports then gst returns and check the relevant GST return table then the invoice is reflecting or not.
Step 9: As it would reflect in GSTR 1 Section 6A Exports. Then you can file your return and claim GST accordingly.
It is advisable to consult with a tax professional or refer to the official GST guidelines for specific instructions on claiming the GST input.
I want to link a credit/debit note to a particular invoice. How can I do this in the software?
if you want to link debit/credit note to a particular invoice please follow these steps:
While making a debit and credit note you can link it with a particular invoice through bill by bill adjustment feature
To enable this feature and link it with invoice please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration
Step 3: Then click on features and option button
Step 4: Then click on accounts tab after that tick the bill by bill details option to enable it
Step 5: After that make sure bill by bill details option should be enable in party master
Step 6: Then while creating invoice such as sale and purchase a popup window will appear you need to select method as new reference and specify reference number and amount etc then proceed and save the invoice
Step 7: After that when you will generate debit or credit note with the same party you will get same window in that voucher also
Step 8: So specify adjustment as method then proceed
Step 9: Afterwards your debit and credit note will successfully link with a invoice
Why are my credit/debit notes not getting linked to the relevant purchase/sale invoice automatically in the software?
if you want to link debit/credit note to a particular invoice please follow these steps:
While making a debit and credit note you can link it with a particular invoice through bill by bill adjustment feature
To enable this feature and link it with invoice please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration
Step 3: Then click on features and option button
Step 4: Then click on accounts tab after that tick the bill by bill details option to enable it
Step 5: After that make sure bill by bill details option should be enable in party master
Step 6: Then while creating invoice such as sale and purchase a popup window will appear you need to select method as new reference and specify reference number and amount etc then proceed and save the invoice
Step 7: After that when you will generate debit or credit note with the same party you will get same window in that voucher also
Step 8: So specify adjustment as method then proceed
Step 9: Afterwards your debit and credit note will successfully link with a invoice
How to apply tax in the markup amount in BUSY?
Yes you can charge the taxes only on the markup value by following these steps:
Step 1: Make sure markup feature is enabled in your company
Step 2: Then go to administration menu
Step 3: Then click on masters
Step 4: Afterwards click on bill sundry
Step 5: Then click on modify or list button then open the cgst,sgst and igst master one by one
Step 6: Then copy the master by pressing f12 key
Step 7: Then click on duplicate master
Step 8: Afterwards change the name of copied bill sundry in new master as cgst for markup as recommended and same for the sgst and igst simultaneously
Step 9: Then click on net bill amount or items basic amount option as required available in the right screen of bill sundry master
Step 10: Then click on selective calculation option and select this option as y to enable it
Step 11: Then tick the markup amount
Step 12: Then press on ok button then save the changes
Step 13: Afterwards go to transactions menu and make the invoice and use bill sundry of cgst,sgst,igst for markup as per the requirement
Step 14: Then it will apply the tax on the markup value
Can I change the voucher number for GST invoices in BUSY Accounting Software? If yes, how?
It is not recommended to change the voucher numbering if gst return is already filed or e-invoice is genrated still if you want to modify check below steps
If you want to change the voucher number for your gst invoice you need to follow these steps:
Step 1: Go to transactions menu'
Step 2: Open the invoice from modify or list button in which you want to change voucher number
Step 3: Then click on voucher number field to chnage the voucher number
Step 4: If your numbering is automatic then it will not allow you to change the voucher number
Step 5: So you need to change the voucher numbering as manual
Step 6: To change the numbering as manual go to administration menu
Step 7: Then click on configuration
Step 8: Then click on voucher series configuration
Step 9: Then select the invoice such as sale,purchase etc
Step 10: Then select the series and click on voucher numbering and set it as manual and save the changes
Step 11: Now you can modify the voucher number of your gst invoice
Step 12: Before proceeding for above mentioned steps please make sure you have a latest backup of your data
What fields do I need to fill while creating a debit note/credit note?
While creating a debit note or credit note in BUSY, you need to fill in the following fields:
1. Voucher Series: Select the appropriate voucher series for the debit note or credit note.
2. Voucher Date: Enter the date of the debit note or credit note.
3. Voucher Number: Specify the unique voucher number for the debit note or credit note.
4. Purchase Type: Choose the relevant purchase type for the transaction.
5. Party: Enter the name of the party for whom the debit note or credit note is being created.
6. Original Invoice Details: If applicable, provide the voucher number of the original purchase invoice against which the debit note or credit note is being issued.
7. Item Details: Enter the details of the items or services for which the debit note or credit note is being created.
8. Tax Details: Fill in the tax details, including the tax rate and amount, if applicable.
9. Narration: Add any additional remarks or notes related to the debit note or credit note.
Please note that the specific fields may vary depending on the version and configuration of BUSY.
