Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
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.
Can I use Purchase Bill option to show the bought fixed asset in BUSY?
Yes, you can use Purchase bill option to show the bought fixed asset in BUSY by following below steps:
Step 1: Go to administration menu and then select masters submenu
Step 2: After that select item option and then click on add option for adding a item master for fixed asset
Step 3: Then provide the necessary details such as name, group and select Y to enable the don't maintain stock balance.
Step 4: After that in specify sales account option change not required to specify here and then choose a fixed asset account in which you want to refect the asset in balance sheet and do the same for specify account for purchase option
Step 5: Now select save option to create master
Step 6: Then go to transaction menu and submenu purchase and select add option
Step 7: After that provide the necessary details such as series, voucher number, party and post a purchase voucher by using fixed asset item and select save option to save the voucher.
How do I add additional charges like scrap value to my purchase invoices 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.
How to create invoices, track payments and manage inventory in BUSY? How to change invoice printing configuration?
To generate Invoice, follow below steps:-
Go to
Step 1 : Transactions
Step 2 : Sale
Step 3 : Add
Step 4 : Create a transactions and print the Invoice
BUSY has a Bill-by-bill Details feature to track payments and receipts.This feature is enabled by default. While creating Sales and Purchase vouchers the user can create a new reference for the transaction and adjust the bill reference in Payment and Receipt vouchers. User can view bill-by-bill reports in Outstanding Analysis under Display.
There are many features available to manage inventory in BUSY. Follow the steps below to enable these features:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Features / Options
Step 4 : Inventory
Step 5 : Enable the features as per the requirments
To Configure the Invoice / Printing. Follow the steps given below
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Invoice / Document Printing
Step 4 : Standard
Step 5 : Sale Invoice
Step 6 : Configure the printing options as per the requirments
What role does BUSY accounting software play in automatically calculating discounts and benefits based on predefined sales schemes?
BUSY accounting software plays a crucial role in automating the calculation of discounts and benefits based on predefined sales schemes.
Solution/Answer/Relevant Steps
Step 1 :
Scheme Setup:BUSY accounting software allows users to define and set up various types of sales schemes, such as quantity-based discounts, bundle offers, cashback promotions, and more.
Step 2 :
Parameter Configuration:Users can configure the parameters of each scheme, including criteria for eligibility, the scope of application, duration, and the types of products or services involved.
Step 3 :
Eligibility Check:When processing a transaction through voucher entry, the software automatically checks whether the items or services in the transaction match the criteria of any active sales schemes.
Step 4 :
Automatic Calculation:If a relevant scheme is found, the software applies the predefined calculations to automatically determine the discount or benefit that should be applied to the transaction.
Step 5 :
Accurate Discounts:BUSY accounting software performs accurate calculations, considering factors such as item quantities, unit prices, currency conversions (if applicable), and any other variables defined in the scheme.
How can I deduct vouchers of sale or purchase in BUSY while ensuring they are entered in the correct financial year?
To Enter Sale or purchase Vouchers in BUSY below are the steps to follow:-
Step 1: For Entering A Sale Bill you have to go Transaction menu then click on Sale or Supply outward option then Add button.
Step 2: Then have to mention Header Information as Party name,Date,series In Sale type you can mention Central or Local Multi rate if are using multitax rate items in vouchers either can mention one Tax rate specific Sale type.
Step 3: For Entering A Purchase voucher you have to go Transaction menu then click on Purchase or Supply Inward option then Add button.
Step 4: Then have to mention Header Information as Party name,Date,series In Purchase type you can mention Central or Local Multi rate if are using multitax rate items in vouchers either can mention one Tax rate specific Purhcase type.
Note: Before proceed to Entry Ensure you open the correct financial year for checking the financial year you can check the bottom of BUSY in which Financial year is being mentioned.
I am trying to take input of goods and services but it is not allowing me. What should I do to be able to enter this data?
To take input of goods and services have to check ITC Eligibility properly tagged in purchase voucher or journal voucher, follow below steps:
For Purchase voucher:
1. Go to the transaction tab and click on Purchase voucher.
2. Open the voucher in modify mode, then ensure that the ITC Eligibility is appropriately tagged as per the nature of the goods or services options include Input Goods/Services, Input Services, and Capital Goods/Services.
3. After tagging the ITC Eligibility, save the voucher and then check input reflected in the GST reports.
For Journal voucher:
1. Go to the transaction tab and click on the Journal voucher.
2. Open the voucher in modify mode then check GST Nature is properly tagged in the voucher and ITC Eligibility should also tag in the Register expense window as per nature of the transaction.
3. After tagging the ITC Eligibility, save the voucher and then check input reflected in the GST reports.
