Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How can I ensure service charges are included separately in invoices?
To ensure for service charge is included in the voucher. You can either create services as an item or can apply as a bill sundry.
Pls follow the steps for services charge as an item :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Item
Step 4: Then Add by the name of service charge and select the tax category
Step 5: Go to the option specify purchase account then select the service charge account.
Step 6: When you add the voucher then mention it in the item master.
Pls follow the below steps for service charge as bill sundry :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Bill Sundry
Step 4: Then Add by the service charge and select the bill sundry type as addictive and nature as others
Step 5: Then In left bottom, Accounting in purchase then enable the affect accounting and the adjust in the purchase amount then tag the service charge account in the option account head to post and save it.
I have duplicate invoice numbers, how can I resolve this?
If the duplicate invoice exist in BUSY, then either you can manually delete the invoice or can modify the Voucher number .
To delete the one of duplicate invoice follow these steps:
Step 1: Take the latest backup of your data
Step 2: Now open your invoice in modify mode and press f8 to delete the invoice .
To modify the Invoice number follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Now, Go to administration then click on configuration and select Voucher series configuration
Step 3: Click on Sales tab then select the required series for same and then click on Voucher numbering that appear at right side of the screen.
Step 4: Now configure for Voucher numbering on manual mode from automatic and save the configuration.
Step 5: Now modify the invoice number, re configure the voucher numbering on automatic mode from voucher series configuration.
Note - When configuring voucher numbering as automatic, a window will appear for renumbering vouchers. You need to select No for the same.
I need to change the tax code applied to a transaction but I can't find an edit option. How can I update the tax code?
If you wants to modify item category for items already used in voucher,follow these steps
Step 1 Open your company and go to transactions
Step 2 Select voucher type in which you want to do modifications
Step 3 Then open list of voucher and select to open the voucher
Step 4 Now in voucher select item and use shortcut key ALT+M to modify item
Step 5 Now change tax category for item and also can use new tax category with effect from option
Step 6 Now to see latest affect in voucher,apply same item again and then apply tax
Step 6 Also you can check if any tax is applied in bill sundry,if it is applied properly or check sale or purchase type
Step 7 Now using same shortcut key alt+m,you can modify other items also in voucher and save the changes
Note:If you make any changes in item information,it may affect your existing data,so take backup before any changes and also if vouchers are already uploaded on government portal,it is recommeded not modify voucher
Is there an option to add a vouchers in BUSY Accounting Software when replicating vouchers?
To create a vouchers using replication feature in BUSY , please follow below steps :
Step 1: Go to the Administration tab and click on the Bulk Updations.
Step 2: Click on Voucher Replication and choose one of the options: Single Vch. in Different Dates or All Vch in Particular Date.
Step 3: Then, select the voucher type that you want to replicate, such as sales, purchase, receipt, etc. and click on New Template. This will open a window where you can create a template for your voucher replication.
Step 4: Click on Show Voucher List and select the voucher that you want to recur (replicate) and create template.
Step 5: Now, go back to the voucher replication window and select the voucher type and the template that you have created. Then, you can select the Basis for Voucher to Replicate, such as daily, weekly, fortnightly, or monthly as required.
Step 6: Choose the date range between which you want to recur (replicate) the vouchers and click on Replicate. This will start the replication process and show you a confirmation message.
What options do I have to customize sales workflows in BUSY?
BUSY provides several options to customize sales workflows to meet your specific business needs. Customizing your sales workflow can help streamline processes, enhance efficiency, and ensure that the software aligns with your unique requirements. Here are some of the customization options available in BUSY:
Step 1:BUSY allows you to customize voucher types, including sales vouchers. You can create new voucher types or modify existing ones to tailor them to your sales processes.
Step 2:Customize your sales order process by setting order statuses, order types, and order processing rules.
Step 3 :Define pricing structures, discounts, and price lists that suit your products or services. Configure price levels, discounts for specific customers or products, and volume-based pricing.
Step 4 :Categorize your customers into different groups or categories.
Step 5 :Add custom fields and attributes to customer records, products, or sales orders to capture specific information that is essential to your business.
Step 6 :Customize reports and dashboards to track sales performance, monitor key metrics, and gain insights into your sales processes. Create custom reports to analyze data specific to your business.
How can I add parking or toll fees to my bill and ensure that they are recorded as absolute amounts?
Yes You can add parking or toll fees to bill by following these steps:
Step 1: Go to administration menu then click on masters
Step 2: Afterwards click on bill sundry and click on add option to create it
Step 3: Then specify the name of bill sundry such as toll fees then specify bill sundry type as additive and nature as others
Step 4: Afterwards check the options in right side then select amount of bill sundry to be feed as absolute amount and select other fields according to the requirement.
Step 5: Save the bill sundry master then go to transactions menu then click on voucher such as sale,purchase etc
Step 6: Click on add to create a new voucher then specify the required fields such as voucher number,date sale or purchase type and party name etc
Step 7: Go to item grid and do the item entry as required then go to bill sundry grid and select the bill sundry that you have created for toll fees
Step 8: Then mention the amount respectively and save the voucher.
Invoice not generating, stuck in BUSY. What's causing this and how to fix?
If invoice not getting generating,stuck in BUSY it means BUSY is lagged or getting slow
So the possible causes of it as follows:
1. In case of heavy data size this issue may occur
2. May be there is corruption in your data
3. Sometime slowness of system may appear this issue
4. Using old version or release of BUSY software
5. If you have press multiple keys in your keyboard or give wrong command this issue may appear
To fix this error follow given below steps:
Step 1: Take the backup of your current data
Step 2: Make sure to install latest version of BUSY
Step 3: Open your BUSY as an admin mode
Step 3: Then open your BUSY and run reindex data base from company menu
Step 4: Then open you company and go to housekeeping menu
Step 5: Then click on check incomplete vouchers and check if any voucher shows there remove it from data base or get this correct
Step 6: Afterwards check junk characters and check
How do I enable RCM feature in BUSY
In BUSY, We can enter RCM Voucher through Sales, Purchase , Payment and Journal Voucher.
RCM Through Sales Voucher : We have to select the RCM sale / Purc Type During Voucer Entry.
RCM Through Purchase Voucher : We have to select the RCM sale / Purc Type and Select Reverse Charge Type - Either Compulsory or Service Import for other country.After that Pass the RCM Consolidated voucher from F4 Shortcut Key from Below Steps :
Step 1: Transactions
Step 2: GST Misc Utilities
Step 3: Check/ Post Consolidated RCM Payable
Step 4: Select it and post it through F4 Shortcut Key.
Step 5: Can check in GST Report
RCM Through Journal and Payment Voucher :
Step 1: Open the Expense Account Master from Masters Under Administration
Step 2: In Expense Account, Select GST Type - GST Applicable
Step 3: Mention the Tax Category, HSN Code, ITC Eligibility and RCM Nature - Either Compulsory or Service Import.
Step 4: Pass the Rcm voucher through Journal or payment with RCM -Gst Nature
Step 5: From Transactions then GST Misc Utilties Pass the RCM Consolidated Voucher through F4.
The round-off amount is getting included in the taxable value even when I post it separately. Why is this happening and how can I prevent it?
If round-off amount is getting included in the taxable value then you can follow some steps after backup of your data:
Step 1: Go to Administration and then Click on Master.
Step 2: Now click on Bill sundry and then click on Modify option.
Step 3: Now select Round off bill sundry and disable feature of adjust in amount in sale or purchase and tag ledger for round off and then save Master.
Step 4: Now open any voucher and apply round off again and save the voucher.
Step 5: Now to resave all voucher in bulk you need to go to the House Keeping.
Step 6: Now click on Regenerate Dual Voucher then it will show you the prompt for Take backup there you can Tick for option you can proceed as I have the latest backup.
Step 7: Now apply filter in which you have made changes otherwise tick on None option.
Step 8: Now Filter on date and selected voucher as per your requirement and click on OK Option. After completion of process you can check your data.
There are issues with sales invoice upload for some HSN codes after I upgraded to version. I need the version again which was working fine.
If you are experiencing issues with sales invoice uploads for specific HSN codes after upgrading to version 9.1, it's important to note that downgrading to the older version 7.1 may pose a risk of data incompatibility or corruption. Instead of reverting to an older version, consider the following steps:
1. Troubleshoot the Issue: Investigate the specific issues with sales invoice uploads for the affected HSN codes in version 9.1. Check for any error messages or logs that can provide insights into the nature of the problem.
2. Check for Updates: Verify if there are any updates or patches available for version 9.1 that address the issues you are facing. Software providers often release patches to fix bugs and improve functionality.
3. Contact Customer Support: Reach out to the software's customer support for assistance. Provide detailed information about the issues you are encountering, including error messages and steps to reproduce the problem. They may be able to provide guidance or a solution to resolve the issues in the current version.
