Frequently Asked Questions

If you want to 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 No., Item Name, Quantity, Rate, etc.
Step 4: Click on Save to record the voucher and close the window.

In Sale Voucher, Select the Sale Purc Type fo Local, Central,Export, Import, Stock transfer and SEZ. as per your requirement.
Sale Purc Type 
Single Tax Rate: It is used to charge tax at voucher level, where all items belongs to single tax Rate.
Itemwise Tax Rate: It is used to charge tax at Item level.
TaxInclusive Tax Rate: It is used to charge tax at Item Level and tax value is already included in item price.
Multi Tax Rate: It is used to charge tax at voucher level, where items belongs to different tax rate.

When billing and shipping state is different then we need to maintain the billing and shipping details in the voucher.
 Pls Follow the below steps for Enabling the Billing and Shipping Details :
 Step 1: Click on Administration
 Step 2: Then Configuration
 Step 3: Then Voucher Series Configuration
 Step 4: Then select the required voucher type and series
 Step 5: Click on voucher configuration
 Step 6: Then enable the option of seperate billing/shipping details
 Step 7: During voucher entry, the billing/shipping window will get open then mention the shipping details.

Yes, you can apply separate discount for each item during voucher entry by using item wise discount feature. You can follow these steps to enable item wise discount.
Step 1: Open your company then go to administration menu and click on configuration menu.
Step 2: Select voucher series configuration and choose the voucher type such as sales, purchase, etc.
Step 3: Select the voucher series and click on voucher configuration tab and here set Y on item wise discount option.
Step 4: Specify the discount structure from the dropdown as per the requirements then save.

If the pending serial number is not showing during the voucher entry then check the below steps.
Step 1: Ensure that you have selected the correct date range in the voucher.
Step 2: If the serial number is already adjusted in some other sales voucher then will not show in dropdown during voucher entry. You can check it by applying query on item serial number from the display menu and then query system.
Step 3: Make sure that you have selected the correct material centre in which the serial number wise stock is available.

For enter expenses entry in BUSY please follow below mention steps:-
 Step 1:- Transaction Tab
 Step 2:- Payment Voucher
 enter party name against bank or cash.
 For enter receipt entery in BUSY please follow below mention steps:-
 Step 1:- Transaction Tab 
 Step 2:- Receipt Voucher 
 enter party name against bank or cash.
 For reports check in ledger by press "Alt+L" in respective party. For checking payment and receipt register of report please follow below mention steps:-
 Step 1:- Display Tab
 Step 2:- Account Books
 Step 3:- Account Register (Standard)

To resolve errors when generating purchase vouchers in BUSY, you can try the following steps:
1. Check if all mandatory fields are filled correctly, such as supplier details, item details, and tax information.
2. Verify if the voucher date is within the financial year and falls within the voucher numbering range.
3. Ensure that the voucher type and voucher series are selected correctly.
4. Double-check if the purchase ledger account is active and properly configured.
5. If you encounter any specific error message, refer to the BUSY documentation or contact their support team for further assistance.

To handle tax calculation on vouchers in BUSY, you can follow these steps:
Step 1: When generate the voucher select the proper sale purchase type as per the requirements.
Step 2: Enter the correct Tax Category in the item masters.
In BUSY, there are two options for discount calculation on invoices.
Step 1: First is item-wise discount, which will apply on the item level.
Step 2: Second discount can be apply in bill sundry, this discount will calculate on the overall bill value.
You can also add the shipping charges on the Bill Sundry in the vouchers.

If you want to add a sales invoice 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 select Sales.
Step 2: After selecting voucher click on Add and fill all the required details such as Date, Voucher no., Items, Amount, etc and save the transaction.
You can find various reports under the Display menu in BUSY, such as financial report, accounting report, inventory report, and more. You can select the report option that suits your needs.

To determine if a particular item or receipt is categorized as capital goods versus input goods, you can follow these general steps:
 Step 1: Go to transaction menu and view the Mat. recvd from party option . 
 Step 5 : Add purchase challan 
 Step 6 : select transaction type as purchase Challan . View all details . 
 Step 4: Examine the Nature of the Item and select proper ITC eligibility in the voucher entry from the given list . 
 Step 5 : Save the voucher entry .