Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How do I enter purchase details in BUSY
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.
How to apply taxes on BUSY sales vouchers?
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.
What configuration is needed to handle billing and shipping to different states accurately?
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.
Can I apply separate discount for each item during voucher entry in BUSY?
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.
Why the pending item serial number is not showing during the sales voucher?
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.
How can I upload expenses receipts in BUSY and reflect them in reports?
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)
How do I resolve errors when generating purchase vouchers in BUSY?
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.
How do I handle discounts, taxes, and shipping charges in BUSY?
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.
. How to create sales invoices, view reports in BUSY?
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.
How do I link bill of entry details with the purchase voucher for capital goods import in BUSY? It is not picking up the Bill of Entry details.
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 .