Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
Can I use a purchase account for adjusting the expenses of damaged goods?
Yes, you can use purchase account for adjusting the expenses of damaged goods in BUSY by tagging the account in the item master, follow below steps:
Step1: Go to Administration menu and click on masters option
Step2: Then select item and add option, here you are create an item as damaged goods along with other required details.
Step3: Now go to purchase account option in item master shown in the left side of the screen and select specify here option, then select purchase voucher from dropdown and save the master.
Step4: After that you can create voucher along with damaged goods.
What is the process to upload monthly bills and sales receipts in BUSY?
If you want to upload monthly bills, sales and receipts in BUSY then please follow the given steps
Step 1: Go to transaction and select respective voucher to add transaction
Step 2: For add purchase you can select purchase then add voucher
Step 3: For add sale you can select sale then add voucher
Step 4: For add receipts then select receipt voucher and then add
If still having same issue then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in
Can the software automatically generate auto production voucher entries for manufacturing processes?
The production voucher entry provides valuable insights into the manufacturing operations, helps manage inventory levels, and facilitates accurate cost accounting.
Step1: Auto Voucher Generation:Once the sales invoice is saved, the software should automatically generate the production voucher entry based on the predefined production parameters and BOM.
Step 2 :Reviewing and Confirming:Review the auto-generated production voucher entry to ensure accuracy and correctness. Make any necessary adjustments if required.
Step 3 :Updating Inventory Records:BUSY software will automatically update the inventory records into stock ledger and stock status based on the raw material consumption and finished goods production entered in the production voucher.
How do I handle credit notes and refunds to customers in BUSY?
To generate a credit note 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.
Step 6: If you want to make refund to customer then you can create payment or journal voucher.
How do I correct mistakes or modify existing transactions in BUSY?
If you want to correct mistakes or modify existing transactions 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.
How do I add line items to an invoice in BUSY?
The production voucher entry provides valuable insights into the manufacturing operations, helps manage inventory levels, and facilitates accurate cost accounting.
Step1: Auto Voucher Generation:Once the sales invoice is saved, the software should automatically generate the production voucher entry based on the predefined production parameters and BOM.
Step 2 :Reviewing and Confirming:Review the auto-generated production voucher entry to ensure accuracy and correctness. Make any necessary adjustments if required.
Step 3 :Updating Inventory Records:BUSY software will automatically update the inventory records into stock ledger and stock status based on the raw material consumption and finished goods production entered in the production voucher.
How do I record a vendor bill or credit in BUSY
If you want to record a vendor bill then can add purchase voucher in BUSY by using below 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. Click on it to open the voucher entry window.
Step 3: Enter all the necessary details of the purchase 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.
Will the batch number be automatically populated while post sales voucher?
No, the batch number will not be automatically populated while posting sales voucher. Further, you needs to adjust the batch number manualy from drop down by follow below steps:
Step 1: Go to transaction section then click on sales voucher.
Step 2: Choose add tab then specify the voucher number,date, party name, sales type and material center in header part of invoice.
Step 3: Now, After select item details and mention quantity, a batch window will appear where you can adjust the pending batch reference from drop down.
Step 4: Next, Update the price then apply tax and save the voucher.
I am trying to record a purchase transaction using a bill of supply or purchase challan but I need help with how to adjust purchase challan against purchase properly in BUSY.
If you're using a bill of supply, also known as a purchase challan, to enter a purchase bill in BUSY, follow these steps:
Step 1: Go to the Transaction menu.
Step 2: Click on Purchase Voucher and then select the Add option.
Step 3: Define the voucher series, voucher date, voucher number, and purchase type.
Step 4: After defining the voucher header details, keep your cursor on the first row of the item and press F11. This will bring up a window for adjusting pending purchase challans.
Step 5: Choose an option to adjust the purchase challan.
How do I get tax amounts in tax summary to show on purchase voucher bills. Right now it is not showing in the voucher.
For applying tax in purchase voucher in BUSY, please follow below mentioned points:
Step 1: Ensure that the tax category is mentioned under item master.
Step 2: Go in administration,masters and click on item, select modify and in tax category specify the rate of tax want to charge in items.
Step 3: Enter voucher date, voucher number purchase type as Local/Central multirate.
Step 4: Select the item, specify qty and price of it.
Step 5: Press F4 and tick on tax summary option in the bottom left corner to view the tax summary of the transaction and save the voucher.