Frequently Asked
Questions

Q: How do I delete or cancel an invoice that I have created incorrectly on the software?

If you want to cancel or delete your vouchers 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. 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. Step 5: To cancel invoice press ALT+X or Cancel button from top of the entry view.

Q: I made a mistake in the invoice amount. How can I edit or delete the invoice?

If you want to modify or delete your invoices 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. 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. You can also open that invoice from the list of voucher or from the related ledger.

Q: How do I record receipt of stock in one unit but issue it in another unit?

For recording receipt of stock in one unit and issue in another unit, you need to follow below steps: Step 1: Go to administration menu and select configuration from it. Step 2: Then select feature and option from it and after that select inventory option. Step 3: Under inventory tab tick on alternate unit of item and click on save button to save the changes. Step 4: Then go to administration then masters and select item then add option to add the item and maintain both unit. Step 5: After setting alternate unit for item you can enter sale purchase with both units.

Q: What should I do if I have both goods and services in my sale bill?

If you want to add sale invoice for goods and services then you should also create item for service and select in the sale voucher. To know how to create an item for service follow the below steps: Step 1: Go to administration menu then select masters. Step 2: Select item then click on add and enter the required details such as name, group, unit should be NA and specify the service account in the specify sales account at bottom. Step 3: After that click on save button to save. Now you can use that item for geneating a sales invoice.

Q: I want to enter a diesel purchase in BUSY. How should I record this transaction?

To record a diesel purchase in BUSY, you can follow these steps: Step 1: Go to transaction then Purchase and select add Step 2: Enter the supplier's name and other relevant details. Step 3: Select the diesel item from the list of items if item not showing in list you can press F3 key to create new item master Step 4: Enter the quantity of diesel purchased and the rate per unit. Step 5: Select the appropriate tax code for diesel, such as GST or any other applicable tax. Step 7: Save the voucher to record the diesel purchase transaction in BUSY.

Q: How do I track expenses and generate expense reports?

In BUSY, Can pass expenses entry either with Inventory Voucher and Account Voucher. Pls Follow the Below Steps: Through Inventory Voucher Step 1: Administration Step 2: Masters Step 3: Account Step 4: Add account under expense group Step 5: Create Item & Tag Expense Account under option Specify Purc Account & Save it. Step 6: Transactions Step 7: Add the purchase voucher with the expense item Step 8: In Balancesheet will reflect in Expense Account. Through Accounting Voucher Step 1: Administration Step 2: Masters Step 3: Account Step 4: Add account under expense group Step 5: Transactions Step 6: Add the payment voucher & Journal Voucher (Dual and Single Entry Mode in Payment)

Q: How do I record purchase returns in Bizzy?

If you want to record a purchase return 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 on the top menu bar. Step 2: Under the Transactions tab, you will find a voucher named Purchase Return (Dr. Note). Click on it to open the voucher entry window. Step 3: Enter all the necessary details of the purchase return transaction, such as the party name, invoice number, item name, quantity, rate, etc. Step 4: Click on Save to record the voucher and close the window.

Q: Can I purchase expense entry through purchase voucher?

Yes you can expense entry through purchase voucher after follow the below steps: Step 1: Go to administration then go to master Step 2: In master menu select item and click on add Step 3: Mention item name and item group and take N.A. in unit Step 4: Now go in specify purchase account which was given in bottom select specify here Step 5: Tag expense account here if account not create you can create through F3 and save master Step 6: Then go to transaction menu and select purchase voucher Step 7: Click on add and add purchase voucher and save.

Q: What is the procedure to correct mistakes made while recording invoices in BUSY?

To correct mistakes made while recording invoices in BUSY, you can edit the invoice and make the necessary changes. If the invoice has already been saved, you can still correct it by using the 'Modify' option. Additionally, you can also cancel the invoice and create a new one with the correct details.You can follow some steps to modify bill : Step 1: Go to Transaction and click on voucher type that you want to edit. Step 2: Now select Modify option and then edit your bill and also you can cancel it by click on Cancel option in bill.

Q: How can I find a particular voucher using its date and invoice number?

To find a particular voucher using its date and invoice number, you need to follow the below steps: Step 1: To find a particular voucher using its date, Go to transactions, then select Invoice, then click on List, then select the date for which you want that voucher. and you can find the invoice as you require. Step 2: To find a particular voucher using its invoice number, Go to transactions, then select Invoice, then click on the Modify option, then enter your invoice number, and then click OK or F2, and you can find the invoice you want.

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

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

How do I delete or cancel an invoice that I have created incorrectly on the software?

If you want to cancel or delete your vouchers 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.
 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.
 Step 5: To cancel invoice press ALT+X or Cancel button from top of the entry view.

I made a mistake in the invoice amount. How can I edit or delete the invoice?

If you want to modify or delete your invoices 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.
 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.
 You can also open that invoice from the list of voucher or from the related ledger.

How do I record receipt of stock in one unit but issue it in another unit?

For recording receipt of stock in one unit and issue in another unit, you need to follow below steps:
Step 1: Go to administration menu and select configuration from it.
Step 2: Then select feature and option from it and after that select inventory option.
Step 3: Under inventory tab tick on alternate unit of item and click on save button to save the changes.
Step 4: Then go to administration then masters and select item then add option to add the item and maintain both unit.
Step 5: After setting alternate unit for item you can enter sale purchase with both units.

What should I do if I have both goods and services in my sale bill?

If you want to add sale invoice for goods and services then you should also create item for service and select in the sale voucher. To know how to create an item for service follow the below steps:
Step 1: Go to administration menu then select masters.
Step 2: Select item then click on add and enter the required details such as name, group, unit should be NA and specify the service account in the specify sales account at bottom.
Step 3: After that click on save button to save. Now you can use that item for geneating a sales invoice.

I want to enter a diesel purchase in BUSY. How should I record this transaction?

To record a diesel purchase in BUSY, you can follow these steps:
Step 1: Go to transaction then Purchase and select add
Step 2: Enter the supplier's name and other relevant details.
Step 3: Select the diesel item from the list of items if item not showing in list you can press F3 key to create new item master 
Step 4: Enter the quantity of diesel purchased and the rate per unit.
Step 5: Select the appropriate tax code for diesel, such as GST or any other applicable tax.
Step 7: Save the voucher to record the diesel purchase transaction in BUSY.

How do I track expenses and generate expense reports?

In BUSY, Can pass expenses entry either with Inventory Voucher and Account Voucher.
Pls Follow the Below Steps:
Through Inventory Voucher 
Step 1: Administration
Step 2: Masters
Step 3: Account 
Step 4: Add account under expense group
Step 5: Create Item & Tag Expense Account under option Specify Purc Account & Save it.
Step 6: Transactions
Step 7: Add the purchase voucher with the expense item
Step 8: In Balancesheet will reflect in Expense Account.
Through Accounting Voucher
Step 1: Administration
Step 2: Masters
Step 3: Account
Step 4: Add account under expense group
Step 5: Transactions
Step 6: Add the payment voucher & Journal Voucher (Dual and Single Entry Mode in Payment)

How do I record purchase returns in Bizzy?

If you want to record a purchase return 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 on the top menu bar.
Step 2: Under the Transactions tab, you will find a voucher named Purchase Return (Dr. Note). Click on it to open the voucher entry window.
Step 3: Enter all the necessary details of the purchase return transaction, such as the party name, invoice number, item name, quantity, rate, etc.
Step 4: Click on Save to record the voucher and close the window.

Can I purchase expense entry through purchase voucher?

Yes you can expense entry through purchase voucher after follow the below steps:
Step 1: Go to administration then go to master
Step 2: In master menu select item and click on add
Step 3: Mention item name and item group and take N.A. in unit 
Step 4: Now go in specify purchase account which was given in bottom select specify here
Step 5: Tag expense account here if account not create you can create through F3 and save master
Step 6: Then go to transaction menu and select purchase voucher 
Step 7: Click on add and add purchase voucher and save.

What is the procedure to correct mistakes made while recording invoices in BUSY?

To correct mistakes made while recording invoices in BUSY, you can edit the invoice and make the necessary changes. If the invoice has already been saved, you can still correct it by using the 'Modify' option. Additionally, you can also cancel the invoice and create a new one with the correct details.You can follow some steps to modify bill :
Step 1: Go to Transaction and click on voucher type that you want to edit.
Step 2: Now select Modify option and then edit your bill and also you can cancel it by click on Cancel option in bill.

How can I find a particular voucher using its date and invoice number?

To find a particular voucher using its date and invoice number, you need to follow the below steps:
Step 1: To find a particular voucher using its date, Go to transactions, then select Invoice, then click on List, then select the date for which you want that voucher. and you can find the invoice as you require.
Step 2: To find a particular voucher using its invoice number, Go to transactions, then select Invoice, then click on the Modify option, then enter your invoice number, and then click OK or F2, and you can find the invoice you want.

Frequently AskedQuestions