Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can I claim tax credit on exports from the government? What documents do I need?
To claim tax credit on exports from the government, you will need to provide the following documents:
Step 1. Export Invoice: This is the invoice issued for the export transaction.
Step 2. Shipping Bill: This document is generated by the customs authorities and contains details of the exported goods.
Step 3. Bill of Lading/Airway Bill: This document serves as proof of shipment and is issued by the shipping or airline company.
Step 4. Export Declaration: This is a declaration form that provides information about the exported goods.
Step 5. Letter of Credit/Bank Realization Certificate: These documents show that the payment for the exported goods has been received.
Step 6. GST Returns: You will need to submit your GST returns, including the GSTR-1 and GSTR-3B forms.
How can Configure for payment received at the time of sale?
To enter payment during sale you can use settlement feature and to enable it you need to follow some steps:
Step 1: Go to Administration and then click on Configuration.
Step 2: Now click on Voucher series and configuration and select voucher type sale.
Step 3: Now click on voucher series and then click on Voucher configuration option.
Step 4: Now enable settlement details and click its configure option.
Step 5: Now select the mode for settlement and tag account there.
Step 6: Now enable the option of Post Settlement Data along with Party Data and then click on OK option.
Step 7: Now save the voucher configuration window.
Step 8: Now During voucher entry you can enter settlement in cash or in bank in settlement window.
How can I maintain separate data for my Delivery process in the same company?
For Maintaining separate data for your Delivery process in the same company can be maintained through the voucher series option below are the steps to follow:-
Step 1: Go to the Administration menu then open the sub menu configuration option and then voucher series configuration.
Step 2: Then Click on the voucher type in which want to maintain separate data and click on Add series option.
Step 3: Name it and save the series After that a new series will start to reflect under the same voucher type.
Step 4: Go to the transaction menu open the voucher then click on Add button. Two series will appear you have to select the series accordingly in which you want to maintain the Delivery process.
What needs to be checked if Markup is not applying properly in voucher
If markup is not applying in voucher you need to check its configurations
To check its configuration follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on features and option
Step 4: Then click on inventory tab
Step 5: Then set item-wise markup type as simple or compound as per your requirement
Step 6: Then save the changes
Step 7: Then go to administration tab again click on configuration
Step 8: Then select voucher series configuration button
Step 9: Then select the invoice and press enter
Step 10: Then select the series and click on voucher configuration
Step 11: Then enable item-wise markup as 'y' as yes
Step 12: Then specify markup structure and save it
Is there any way to print sales invoice after generate in BUSY?
To print sales invoice after generate in BUSY, you can follow the below steps:
Step 1: Go to administration section then click on configuration and choose voucher series configuration.
Step 2: Now, select sales voucher type then choose main or any other required series and click on voucher configuration tab.
Step 3: Enable print sales invoice after saving then click on configure tab and save it after configuration.
Step 4: Next, Go to transaction section then click on sales invoice and select add tab.
Step 5: Here, specify the all required details then save the invoice. Afterward, you will get print sales invoice standard option popup.
Step 6: Next, Click ok tab then select format and no of copies and click on print tab.
The round-off I am applying in BUSY is not reflecting properly in some vouchers. How can I get the round-off to apply correctly?
If you want to auto round off final bill value, you can follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type that you want to apply the discount for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the Auto Round off Final Ami. feature. Set it to Y to enable it and click on configure button.
Step 4: Here, you can choose Rounding off Mode i.e, Always Upper, Always Lower & Automatic as per the need.
Now, while you save your invoice the bill value automatic rounded off as configured.
Why am I getting discrepancies due to rounding or decimal places in the values between the accounting software and AdSense?
If you want to auto round off final bill value, you can follow these steps:
Step 1: Go to Administration and click on configuration.
Step 2: Choose the Voucher Series Configuration option and select the voucher type that you want to apply the discount for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the Auto Round off Final Amount. feature. Set it to Y to enable it and click on configure button.
Step 4: Here, you can choose Rounding off Mode i.e, Always Upper, Always Lower & Automatic as per the need.
Now, while you save your invoice the bill value automatic rounded off as configured.
How do I record discounts or adjustments to vendor and customer balances? What is the procedure to account for discounts and adjustments?
To record discounts or adjustments to vendor and customer balances, you can use our item wise diecount option or you can enter discount in bill sundry to use discount bill sundry for discount. To enable item wise discount option please follow the below steps:
Step 1: Go to Administration Menu
Step 2: Click on Configuration and then press Enter on Voucher Series Configuration
Step 3: Click on Sale, then select Sale Voucher Series and then click on Voucher Configuration tab
Step 4: From here you can enable item wise diecount & save then configuration.
Step 5: While adding sale voucher pressing enter on the unit item wise discount window will appear, on that window you can specify the discount of the item.
Can we use a series only for service bills? How to skip an item's quantity and unit from it?
Yes, you can enter a service voucher with an item. For this we need to create a separate series.
Step 1: Create an item with the name of service charged from Administration ⇒ Master ⇒ Item with required configuration.
Step 2: Specify account for sale in item master if you do not want to maintain the service item in the same sale account.
Step 3 : Select your required voucher type & series and click on Voucher Configuration.
Step 4 : You can also skip Item quantity \ unit \ price from Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 5 : Add sale voucher from transaction without quantity of a service item as stock of the same will be not maintained.
Can I customize voucher formats and fields in BUSY? How to create a new series in voucher?
In BUSY, you can configure fields and options in the Voucher Series Configuration, For this you have to follow the steps given below:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Voucher Series Configuration
Step 4 : Select the Voucher and press Enter Key
Step 5 : Select Voucher Series and click on Voucher Configuration
Step 6 : Here you can configure the fields and options as per your needs
And
To add more voucher series to Voucher, follow the steps given below:-
Go to
Step 1 : Administration
Step 2 : Configuration
Step 3 : Voucher Series Configuration
Step 4 : Select the Voucher and click on Add New, a window will appear, Enter series name and Save
