Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
I need to cancel a GST invoice I generated earlier. What is the correct way to do this?
To cancel a GST invoice in BUSY you can follow below steps:
Step 1: Go to transactions tab
Step 2: Then click on invoice you want to cancel such as sale and purchase etc
Step 3: Then click on modify or list option then open that invoice you want to cancel
Step 4: Then click on cancel button or press key ALT+X to cancel it
Step 5: Make sure if you have already filed your GST return in that case you need to do the amendment on GST portal
The transcript talks about BB and BC invoices. How can I generate BC invoices in BUSY? What do I need to do differently compared to BB invoices?
B2B sells to businesses that resell the products while B2C sells directly to the end consumer.
In Simple terms of BUSY we can say that If you are transacting with a party that has a GSTIN, it is considered a B2B transaction. If the party does not have a GSTIN, or if you are making a cash sale, it is considered a B2C transaction. So, for generating a B2C invoice in BUSY, you should select parties without a GSTIN number or choose a Cash account.
If I consume items in production that have specific batch numbers, how do I show those same batches when the finished goods are returned?
If the finished goods has been returned after sales, you can post the sales return with batch details to show the same batch in stock report by following these steps:
Step 1: Go to transaction section then click on sales return voucher type
Step 2: Click on add option then mention the required details of invoice.
Step 3: Once you have entered the item name and quantity, a batch details window will appear. Specify the batch number associated with the sales that were originally made and save the invoice.
The gst value shown in my sales vouchers is incorrect. How do I modify the gst value to show the right GST details?
To rectify the gst values in the sales vouher so that it will show correct gst details in reports need to assure the below steps:
Step 1: The bill sundries of CGST, SGST or IGST should created with Bill sundry nature CGST, SGST and IGST.
Step 2: Ensure that the account tagged in head to post is created with tax type as CGST SGST and IGST. under duties and taxes group.
Step 3: The amount of bill sundry to be fed as percentage of taxable value.
I am getting confused between creating a new invoice and editing an existing one. What is the right way to do this?
If you wish to create a new voucher in BUSY software, you need to follow these steps: go to 'Transaction', then click on 'Sale', and select the 'Add' option.
However, if you want to make changes to an existing voucher that you have already entered, you must follow these steps: go to 'Transaction', then click on 'Sale', select 'Modify', and define the voucher number in which you want to make changes. Once you have done that, you can make the necessary modifications to the voucher..
Configure BUSY to append new references to existing ones for a party. How?
You should follow below steps to configure BUSY to append new refernces to existing ones for a party:
Step 1: Go in administration and select configuration.
Step 2: Then select feature/options.
Step 3: Under it click on Account.
Step 4: Enable the option of Bill by Bill.
Step 5: Go in relevant party master and enable bill by billing.
Step 6: When we create same refrence number which was created before then BUSY asks you to append it.
Step 7: Can select Yes and append it.
How to check that i have created the invoices accurately in BUSY?
If you want to check that you have created the invoices accurately please follow these steps:
Step 1: Go to transactions menu and open the voucher such as sale,purchase etc and open the voucher from modify or list button
Step 2: Then check you have selected the required fields accurately such as voucher date,sale/purchase type and party name etc
Step 3: Ensure that you have selected correct tax category in item master
Step 4: Make sure you have apply the tax properly afterwards you can save the changes if required
I need to print a particular invoice in two different formats. simaltaniously
For printing a particular invoice in two different formats, follow the below steps:
Step 1: Open a BUSY company.
Step 2: Select Administration. Under Administration, select Configuration.
Step 3: Under Configuration, select the voucher series configuration.
Step 4: Under voucher series configuration, select the voucher series to configure.
Step 5: Select the voucher configuration. mention print sales invoice after saving Y, click configure button, mention number of format, specify format, select printing invoice format, mention prompt for printing Y, and mention printing option N. Save printing details. save voucher series configuration
How do I set separate stock updation dates in dual vouchers in BUSY?
To set separate stock updation dates in dual vouchers in BUSY, you need to enable the feature by clicking on Administration, Configuration, Features Options, Inventory tab and selecting the option of separate stock updation date in dual vouchers. Then, during voucher entry, when you press enter key on the voucher date, a stock updation date window will appear in which you can specify the stock updation date. Once enabled, all stock related reports will work on the stock updation date rather than the voucher date.
How do i convert a PI or a sale quotation into sales voucher?
To convert a PI or a sale quotation into sales voucher, you need to follow these steps:
Step 1: Go to transactions menu then select sales voucher and click on add.
Step 2: Enter the required details such as date, voucher number, sale type and party should be same as in the sales quoatation.
Step 3: In then item row press F11 this will open pending quotation window, you can select from them.
Step 4: The items details will be pick automatically, you just need to save this.