Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can we configure auto round off in sales invoice?
To enable the auto round off feature in sale invoice in BUSY then you need to follow the below steps:
Step 1: Go to administration then click on confiuration
Step 2: Select the Voucher series configuration menu tehn click on Sales voucher tab
Step 3: Now, select the required sales series and click on Voucher configuration tab that appear in right side of screen
Step 4: Navigate at top right side of screen and Specify Y to enable Auto round off Final amt. feature
Step 5: Next , Click on configure tab then select the automatic option and mention the round off Bill sundry in Bill sundry fields.
Step 6: At last save the configuration , Auto round off configuration is complete.
Why are the settlement details not getting captured when I make a new sales invoice?
If the account settlement detail configuration not reflecting in sales invoices Follow these Steps:
1.Go to the Administration Select Configuration Then click on Features & options.
2.Then Click on Voucher Configuration Then Select The Voucher Type & Click on the Series .
3.Then enable Settlement Deatils & Add your Accounts.
4.Then in Caption Write The Names i.e Cash, UPI, Paytm, Googlepay Etc.
5.If you want the effect in the account ledger, press 'Y' on 'Post Settlement Data' along with the party data.
6.Then enter the transaction in the series for which you enabled the settlement option.
7.When you save the voucher, the Settlement Window will appear so you can enter the amount in that window.
I want to change the delivery address for my order. How can I do that?
If you want change delivery address in purchase order For this you can use voucher optional Field
For use voucher optional field please follow these steps:
1. Take backup of data for backup close company and go in backup data and choose company and mention user name and password and specify backup path and take backup
2. Then open company then Go in Administration
3. Then Go in voucher series configuration and select voucher type
4. Then choose series and click on voucher config
5. Then Mention number of optional field 1 then click on configuration
6. Mention field name delivery address and type text and save
7. When you add voucher show window of delivery address in this window you can mention
Delivery Addres
How do I create a bill of a party if they pay through cash?
You can create a bill of a party if they pay through cash by using the settlement feature. To configure it follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select voucher series configuration and choose the voucher type such as sales, purchase, etc.
Step 3: Choose the voucher series and click on voucher configuration.
Step 4: Here, set Y on enable settlement details option then click on configure button.
Step 5: Tick on cash then specify the cash account and in bottom set Y on post settlement data along with party data then save.
Step 6: After that when you create bill a window will appear of settlement in them you can adjust the bill value in cash.
Why is the option to pick place of supply from shipping details not working anymore?
The option for determining the Place of Supply from Shipping details will work according to the following steps:
Step 1: In the Billing/Shipping details window, you need to specify the State, and the Place of Supply will be displayed based on the State mentioned.
Step 2: In the Billing/Shipping details window, you have two options: As per party masters and Billing/Shipping details.
If you select As per party Master, then Billing to Party master and the shipping address need to be specified in this window, and the Place of Supply will be automatically determined based on the billing details.
If you select 'Billing/Shipping details,' then the Place of Supply will be as you specify in this window.
How can i differentiate between voucher numbers for sales, sale returns, and credit notes?
In BUSY, you can differentiate between voucher numbers for sales, sale returns, and credit notes by adding a prefix or suffix to the automatic voucher number. To know how to configure it follow the below steps:
Step 1: Take backup of your data.
Step 2: Open your company then go to administration menu and click on configuration sub menu.
Step 3: Select voucher series configuration then select the voucher type and choose series as main or etc.
Step 4: On right side click on voucher numbering tab and here set voucher numbering type as automatic then specify the prefix, suffix and starting number as required.
Step 5: When you save it a window will appear of renumbering press yes and check after complete the process.
How can I set particular invoice format as default for particular series?
To set particular invoice format as default for particular series you can follow some step.
Step 1: Go to administration and click on configuration.
Step 2: Now click on voucher series configuration and select voucher type and series under voucher type
Step 3: After click on series,click on voucher Configuration and then enable Print Sale Invoice
after saving voucher and after enable it configuration option will highlight, you need to click on configuration.
Step 4: Now specify the format in the field of Printing invoice format and enable other feature in configuration if required and click on OK option and save then voucher configuration window.From this configuration you can set default format for printing series wise.
I want the PO number to print before the item details on the invoice in BUSY. How can I change the printout format?
To enter PO number in vouchers, you can use voucher optional field feature in BUSY. To configure it follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Voucher Series Configuration and choose the voucher type such Sales, Purchase, etc.
Step 3: Select the series and click on Voucher Configuration.
Step 4: Mention the No of optional field as 1 and configure it with the field name as PO No. then save.
Now, when you enter the voucher can enter PO No. in the optional field.
The PO Number will be print on the header part of standard format automatically. Further if you have any customize format then you to contact them with you customize it.
When trying to generate invoices, I get an error that the invoice No.length exceeds characters. How can I fix this?
If you get an error about Invoice length then you need to edit voucher no.manually make sure voucher no.should not be greater than 16 character.If voucher no. is automatic then your need to follow some steps:
Step 1: Go to administration and then click on configuration.
Step 2: After click on configuration click on the voucher series configuration and select voucher type and series under voucher type
Step 3: After click on series click on voucher numbering option now remove some character from year or prefix or suffix after that save voucher numbering and then you will get the prompt for Renumbering you need click on Yes option.
Note- Kindly take backup before changing in voucher nunbering.
How to enable the voucher numbering for the payment voucher?
You can configure the voucher numbering for the payment voucher from the voucher series configuration.
Pleaes follow the below steps.
Step 1: Click on administration and then configuration
Step 2: Then voucher series configuration and then select required voucher type then series after that click on voucher numbering tab.
Step 3: Select voucher Numbering type as automatic and mention the renumbering frequnecy as per your need either daily, monthly or yearly.after that select the embed year in voucher number as Prefix, If want to add something before voucher number and As Suffix,If want to add something After voucher number.the voucher number should not be more than 16 characters and can use hypon and forward slash sign Only.
Step 4: During Voucher Entry, It will reflect accordingly.
