Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
How to record input for goods and servcies in BUSY while voucher entry?
To take input for purchase you have done,follow these steps
Step 1 Go to transactions
Step 2 Select purchase voucher to add
Step 3 Enter required details like date,voucher number,purhcase type,party etc
Step 4 Now In option itc eligibilty select input for goods or services as per section in which you want to take input
Step 5 Now proceed to add item entries and other deatils like tax and save the voucher
Step 6 Now you can check in gst returns input as per itc eligiblity section tagged in purchase voucher
To tag input for servces or expnses recorded in journal folloiw these steps
Step 1 Go to transactions
Step 2 Select to add journal voucher
Step 3 Enter date,voucher number and select gst nature like registred expeses
Step 4 Now accouting entry and while save voucher,tax window will be shown,tag itc eligiblty for itc goods or services and then save the entry
Step 5 Now you can check in gst returns input as per itc eligiblity section tagged in purchase voucher
When I try to enter GST Voucher, I get an error. How can I fix this?
If you encounter any error message while applying tax on a sale voucher in BUSY, you should follow the steps given below to rectify the issue:
Step 1: Ensure that the tax category applied to the item master matches the tax being applied at the voucher level. If there are any differences, it will result in a warning message of Invalid tax rate.
Step 2: Also, make sure that the tax rate is mentioned correctly within the tax category master that is used in the item master. To check this, place the cursor on the item name, then press ALT+M to open the item master in modification mode. Next, place the cursor on the tax category and press ALT+M to check if the tax rate within the tax category is correctly mentioned or not.
Step 3: Additionally, if you are using multi-tax rate items within one voucher, make sure you do not pick any specific sale type for any one tax rate. Instead, you should use either Local/Central Multi-rate or Item wise.
How can in send email after generating invoice from BUSY?
To send email after generating invoice from BUSY,first you need to configure for warning to send email after save invoice.
1.To configure for send email after saving sales invoice follow these steps:
Step 1: Go to administration then click on configuration
Step 2: Select the Voucher series configuration and click on Sales tab
Step 3: After click on sales tab ,select the requires voucher series and then choose voucher configuration tab that appears in right side of the screen.
Step 4: Specify Y to enable the Send Email after saving option and save the configuration.
2. To create invoice and send through email follow these steps:
Step 1: Go to Transaction and then click on Sales voucher type
Step 2: Click on Add option and create the invoice after specify relevent details.
Step 3: After save the invoice you will get popup for E mail sending , click on Yes option
Step 4: select the format for sending E mail and mention the recepient email id and then send the mail.
Can you explain how to add purchase bill and apply discounts on items according to purchase bill in BUSY?
Please follow these steps to enable item wise discount for purchase voucher and create purchase voucher in BUSY:-
Step 1 : Go to administration menu
Step 2 : Configuration then click on voucher series configuration
Step 3 : Click on purchase and then select series (main)
Step 4 : Click on voucher configuration tab and then enable item wise discount
Step 5 : Select discount structure e.g. simple discount on price / mrp etc and then save
Step 6 : Go To Transaction menu then press enter on purchase
Step 7 : Click on add option to add voucher in BUSY
Step 8 : Select series enter date , voucher number purchase type local / central according to party state & item tax rate or you can go with item wise purchase type
Step 9: Select the party and other required details and after clicking on the unit, item wise discount window will appear, then you can enter the discount on that window and after entering all the details of the voucher click on save option.
Some bills have differences due to GST round-off. How should I handle GST round-off differences in BUSY?
If bills showing differences due to round off 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.
I have different Bill To and Ship To parties but need to generate GST invoice. How can I do this?
To generate a GST invoice with different Bill To and Ship To parties, please follow these steps:
Step 1: Go to the Administration menu and click on Configuration.
Step 2: Select Voucher Series Configuration and choose the Voucher Type.
Step 3: Pick the Series and click on Voucher Configuration.
Step 4: Enable 'Separate Billing/Shipping Details' and save the configuration.
Step 5: Ensure that you enter the details and address in the account Master.
Step 6: Next, go to Transactions and add the voucher. After selecting the account, the Billing/Shipping window will appear.
Step 7: Select the appropriate party based on the GST report. If you want GST input credit for the Bill party,choose GST Report Basis As Per Party Master then add the shipping address and generate your bill.
Step 8: If you want GST input credit for the Shipping party, choose GST Report Basis Billing/Shipping Details. Then, add the shipping address or GSTIN of the Shipping party and generate your bill.
Is there a way to display insurance entry on both the party ledger and my own insurance ledger?
If you want to show a insurance entry in both party ledger and in insurance account both please follow these steps:
Step 1: Go to administration menu then click on masters submenu
Step 2: After that click on accounts and then click on add
Step 3: Then create a insurance account and select its group as indirect expense
Step 4: Afterwards save the account master
Step 5: Then click on item from the same submenu and then click on add
Step 6: Afterwards specify the name of item as insurance expense or any other as required then select the group name as general or create new group as required
Step 7: Then specify the unit name as NA and then go to the specify purchase account field available at the bottom left
Step 8: Then select it as specify here and tag the insurance expense account that you have created before
Step 9: Afterwards whenever you will do the insurance entry through purchase voucher you can see that in both party ledger as well as insurance account
