Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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 can't find the option to modify a voucher that I already created. How do I edit an existing voucher?
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.
I need to revise a invoice in BUSY but the party is charging me again. What should I do?
If you want to revise invoices 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.
I am unable to add new sales invoices in BUSY. It says invalid details. What should I do?
If you are unable to create sales invoice in BUSY please ensue below mentioned things:
1. Ensure that you have specify the correct details such as party name,item name and amount etc in voucher
2. Ensure that you have specify correct tax rate and correct bill sundry for tax
3. sale type should be be correct according to local or central sales as required
4. If same issue persist then make sure you are logged in with with super user
5. If not logged in with superuser login with that and try to create invoice again accordingly
How can I troubleshoot the voucher creation errors I am facing in BUSY? It fails with runtime errors.
To troubleshoot voucher creation errors in BUSY that result in runtime errors, you can try the following steps:
1. Take a backup of your data before making any changes.
2. Re-index the data in BUSY to fix any indexing issues that may be causing the errors.
3. Make sure you are logged in from the main user account with appropriate permissions.
4. Check if there are any configuration settings that need to be adjusted for voucher creation.
5. Verify that the necessary fields and information are correctly entered in the voucher.
6. If the error persists, contact BUSY customer support for further assistance.