Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
How to adjust sales order reference in sale voucher
If you want to adjust the sales order reference in sale voucher please follow these steps:
Step 1: Go to transactions menu
Step 2: Then click on sale voucher
Step 3: Then click on add button
Step 4: Then specify the required fields such as date,voucher number, and other fields as required
Step 5: Then go to item grid and press the shortcut key F11
Step 6: Then tick the order number that you want to adjust and click on ok button and save the voucher
How to handle return against exported item in BUSY?
In BUSY, you can post sales return invoice against exported items by follow these steps:
Step 1: Go to transaction then click on sales return.
Step 2: Click on add then mention the invoice number, date, select export sales type, party name, material center in header part of invoice.
Step 3: Now, Mention the item details with quantity and update price then apply tax.
Step 4: While save the voucher, original sales details window will display. Update original sales invoice details in it and then save it
How do I modify or delete a wrongly generated bill?
To modify or delete a wrongly generated bill in BUSY, you need to follow these steps:
Step 1: Open your company then go to Transactions menu.
Step 2: Select the voucher type such as sales, purchase, etc then click on Modify.
Step 3: Enter then voucher series and Vch No. and open that bill.
Step 4: To delete press F8 or you can also make changes and modify it.
You can also open that bill from the list of vouchers or from the relevant account ledger.
How can I charge discount on a sale voucher?
For charge discount on sale voucher follow below steps:
Step 1: Go to administration then go to master
Step 2: In master go to bill sundry menu and click on add
Step 3: Create discount bill sundry if not created before
Step 4: Adjust in sale amount Mention N and choose specify account here
Step 5: Tag discount account in account head to post If account not create you can create through F3 and save bill sundry
Step 6: Open sale voucher and mention discount in bill sundry
How can I remove a voucher from hold status?
To remove a voucher from hold status in BUSY, follow the below steps:
Step 1: Go to transaction then select the required voucher type.
Step 2: Click on add then specify the voucher series, date, voucher number, party name and material center in heading.
Step 3: Now, Press ALT+H or click on hold vch. tab then select the restore voucher
Step 4: Select the description and click on ok to restore the hold voucher details and esc the voucher to remove the hold voucher from database.
Why can't I see a previously generated bill?
There could be some possible reasons why you are unable to see a previously generated bill or voucher as listed below
1.It is possible that the voucher was not saved or stored properly.
2.There may be an issue with the system or software used to generate the bill or software get closed before saving the voucher
3.Voucher maybe deleted,you can check it in checklist then audit trail under display
4.It may be hide for particular user or didnt have permission to view it in particular report
What invoice types are supported in BUSY?
In BUSY, We can create Dual Voucher, Accounting Voucher and Pure Inventory Voucher.
Dual Voucher : Here Accounting and Inventory both get hit. Vouchers which are Sales, Purchase, Sales Return and Purchase Return.
Accounting Voucher : It refers to where only Accounting get hit. Vouchers which are Payment, Receipt, Journal,Contra, Debit and Credit note without Items.
Pure Inventory Voucher : It refers to where Only Inventory get hit. Vouchers which Matrial issue to party, Material Receive from Party, Stock Journal, Stock Transfer, Production and Unassemble.
What voucher types does BUSY support?
In BUSY, We can create Dual Voucher, Accounting Voucher and Pure Inventory Voucher.
Dual Voucher : Here Accounting and Inventory both get hit. Vouchers which are Sales, Purchase, Sales Return and Purchase Return.
Accounting Voucher : It refers to where only Accounting get hit. Vouchers which are Payment, Receipt, Journal,Contra, Debit and Credit note without Items.
Pure Inventory Voucher : It refers to where Only Inventory get hit. Vouchers which Matrial issue to party, Material Receive from Party, Stock Journal, Stock Transfer, Production and Unassemble.
How do I change the purchase type for a voucher in BUSY?
To change the purchase type of voucher in BUSY, you need to follow these steps:
Step 1: Go to the Transaction menu and choose the purchase voucher.
Step 2: Click on Modify and open the voucher of which you want to change purchase type.
Step 3: Change the Purchase Type and save changes.
You can also open that invoice from the list of voucher or from the related ledger.
Make sure to take latest backup of your data before make any changes.
I need help understanding the billing and payments process. Who can assist?
To create a bill in BUSY or to do payment process follow below steps:
Step 1: Go to transaction tab
Step 2: Then click on invoice you want to create such as sale and purchase and you can create it
Step 3: After creating invoice you can save it
Step 4: To do the payment entry go to transaction tab and you can enter the payment entry in payment voucher
For further information you can also watch our knowledge document and help videos from help menu