Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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
How does the integration of voucher entries with Bill of Materials (BOM) impact inventory management for manufacturing companies?
To integration of voucher entries with Bill of Materials (BOM) impact inventory management for manufacturing companies follow the below steps:
Step 1 :
Accurate Inventory Tracking: By integrating voucher entries with BOM, manufacturing accurately tracks the consumption of raw materials and components for each product they produce. This helps maintain real-time inventory levels and ensures that inventory records reflect the actual materials used in production.
Step2:
Cost Allocation: The integration enables precise allocation of costs to individual products and inventory items based on their BOM components. This allows us to determine the true cost of production for each item, aiding in pricing decisions and profitability analysis.
Step 3 :
Automatic Inventory Updates: When a voucher entry is recorded for a manufacturing transaction, the integration with BOM automatically updates the inventory levels of raw materials and components.
Step 4 :
Improved Production Planning: The integration provides data on material availability and costs, enabling better production planning. Companies can ensure they have sufficient materials on hand and avoid stock outs or overstock situations.
I want the invoice discount to show up separately before the taxes. How can I configure this?
To configure the invoice discount to show up separately before the taxes in BUSY,
Step 1: Set up the discount as a line item.
Add the discount as a separate line item on the invoice. This ensures that the discount is applied before the tax calculation.
Step 2: Choose one of the two options:
Option 1: Apply the item wise discount (if required).
If you want to apply discounts to specific items within the invoice, you can set item wise discounts. This way, the discount is applied to individual items, and the total is calculated after applying the discounts.
Option 2: Apply Discount on Voucher Wise (Bill Sundry Level)
Alternatively, you can apply discounts at the voucher level, also known as the bill sundry level. This discount is applied to the entire voucher, affecting all items in the invoice.
By adding the discount as a separate line item, it will appear distinctly on the invoice. This allows it to be deducted from the total amount before taxes are applied, ensuring it's clearly visible to your customers.
How add sale invoice with alternate quantity enable in it.
To enable the alternate quantity feature and how to add voucher in BUSY with alternate unit need to follow these steps
Step 1: Go to administration menu and select configuration in it.
Step 2: In configuration option select feature and option.
Step 3: In feature and option click on inventory tab.
Step 4: From inventory tab tick on alternate unit of item option and make sure to click on save button.
Step 5: Then Go to administration menu and select item from it then click on add button and create item with both unit enable in it and you can also mention conversion factor for alternate quantity.
Step 6 Go to transaction menu and select sales from it then click on add button.
Step 5: Now add voucher with all relevant fields like voucher date, voucher number, party name and after adding quantity in voucher alternate quantity window will open.
Step 6: Lastly after adding all relevant details in voucher click on save button to save configuration.
Why does information like port code and foreign currency not show up when generating multiple invoices together in BUSY?
If you want to enable foreign currency and enter a port code, follow these steps:
Step 1: Go to the Administration menu, then click on the Configuration option.
Step 2: Now, click on Features and Options, then click on the Accounts tab and enable Multi-currency, define currency with decimal places, and save.
Step 3: Click on the Administration menu, then click on Master. After that, click on Account and then click on Modify.
Step 4: Select the account, enable Multi-currency, and save the master.
Step 5: Go to Transactions and select The Invoice. Choose the party, and a window will appear. Enter currency details, conversion amount, etc.
Step 6: If you want to enter a Port code, select the sale type as export. When you save the voucher, an Export Shipping Bill detail popup window will appear.
Step 7: Then, click on Update Port Address and enter the port code, address, place, pin code, etc. Note that the Port Code is always the last location in India.
How do I include scrap value or other additional purchase charges properly in BUSY?
You can add the additonal charges like scrap value in the purchase invoice either as an item master or as a bill sundry.
Pls follow the below steps for additional charges as an item :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Item
Step 4: Add the service charges item
Step 5: In the left side, mention the service charge account under specify purchase account.
Step 6: On the Right bottom, enable the option dont maintain stock balance.
Pls follow the below steps for additional charges as bill sundry :
Step 1: Click on Administration
Step 2: Then Masters
Step 3: Then Bill Sundry
Step 4: Then Add by the additional charges 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 additional charges account in the option account head to post and save it.
