Frequently Asked
Questions

Find Solutions to Common Issues Related to configurations - voucher series configuration

FAQs

Is there any way to round off the final value of the invoice ?

If our invoice value is in decimal then we can round it off by using the auto round off final amount feature.
To round off the final value of the invoice follow the below steps:
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type & series and click on Voucher Configuration.
Step 3: Select Y on “Auto Round Off Final Amt.” and click on configure. 
Step 4: In the Auto Round off Options window we can select Rounding Off Mode as Always Upper/Always Lower/Automatic as required.
Step 5: In “Bill Sundry (Upper)” select Round Off(+) and in “Bill Sundry (Lower)” select Round Off(-) Bill sundries respectively and save configuration.

How can rounding off of amounts in invoices be done in BUSY Accounting Software?

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.

How can I remove an optional field that is showing in my voucher?

To remove an optional field that is showing in voucher, you need to follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Click on Configuration and click on Voucher Series Configuration.
Step 3: Select the voucher type in which you want to remove optional field then select the Voucher Series.
Step 4: Click on Voucher Configuration and you see an option called No. of optional field.
Step 5: If you want to remove all then mention 0 other wise click on configur button and remove the required on and save changes.
Note: Take backup of your data before removing it as once removed then optional field data in previous vouchers will also delete.

How do I round off invoice amounts to nearest rupee in BUSY?

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.

How do I add settlement details like UPI, card, cash etc for a sales entry?

To add settlement details like UPI, card, cash, etc. for a sales entry settlement screen, you can follow these steps:
Step 1: Administration 
Step 2: Configuration 
Step 3: Voucher Series Configuration 
Step 4: Sales, then select Voucher Series. 
Step 5: "Enable the Settlement Details"
Step 6: Allow the required settlement modes and tag the respective account heads, 
e.g., Cash A/C for a cash settlement and 
 SBI Bank A/c for a card settlement mode.
 SBI Bank A/c for UPI
Step 7: Change the settlement mode caption name if required.
Please note that the settlement entry configuration is available for both standard and POS.
For more doubts or clarification, you can call the BUSY help desk at 8282828282.

After entering on item discount window is not appearing what should i do?

If discount window is not appearing after entering on item please follow these steps:
Step 1: Go to administration menu Then click on configuration button 
Step 2: Then click on features and option
Step 3: Then click on inventory tab
Step 4: Then select item-wise discount type as simple or compound as required
Step 5: Then save the changes
Step 6: Then go to administration menu again
Step 7: Then click on configuration
Step 8: Then click on voucher series configuration
Step 9: Then select the voucher such as sale,purchase etc after that select the series
Step 10: Then click on voucher configuration and enable the item wise discount
Step 11: Afterwards specify the discount structure as required and save the changes

How do I enable features like sale return or settlement in BUSY?

Sales Return is dual voucher which we can add it from Transaction Menu. For Settelment Details we have to enable it from Voucher Series Configuration for required voucher type.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Select the required voucher type and series
Step 5: Voucher Configuration
Step 6: Enable the Settlement details option 
Step 7: Click on Configuration tab
Step 8: Specify the settlement mode and account.
Step 9: Enable the required option as per your need
Step 10: During voucher entry, Settlement window will popup after saving the voucher.
Step 11: Can check Settlement wise report under Display Menu.
Note : Settlement Details option can be use for Standard and POS.

How can we maintain the item's extra information while feeding vouchers ?

Sometimes with items we have to maintain item extra information i.e, Width, Length, colour, describing the items etc.
To maintain the item's extra information while feeding vouchers follow the below steps:
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type & series and click on Voucher Configuration.
Step 3: Select Y on Item-wise Description and click on configure.
Step 4: In No. of description already mention 4 as we have given default 4 lines of description. Further we can increase the lines upto 20 as per the requirement and save the configuration.
Step 5: After entering the item in the voucher a window will appear to mention item description.

How do I add optional fields like PO number, PO date, and delivery challan in BUSY?

To enter PO number, PO date and delivery challan as voucher optional field in BUSY, you need to follow these steps :
Step 1 : Go to administration then configuration click on voucher series configuration.
Step 2 : Select voucher type and voucher series go to voucher series configuration.
Step 3 : Enable vocuher optional field and you can enter both alphabetic and numeric PO numbers, PO date and delivery challan in BUSY by enabling the vocuher optional field and then mentioning the PO number in the field. It can be either numeric or text and text will work as alphanumeric then click on save button.
Step 4 : Now go to transaction and add voucher.

How do I view settlement details in BUSY

Sales Return is dual voucher which we can add it from Transaction Menu. For Settelment Details we have to enable it from Voucher Series Configuration for required voucher type.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Select the required voucher type and series
Step 5: Voucher Configuration
Step 6: Enable the Settlement details option 
Step 7: Click on Configuration tab
Step 8: Specify the settlement mode and account.
Step 9: Enable the required option as per your need
Step 10: During voucher entry, Settlement window will popup after saving the voucher.
Step 11: Can check Settlement wise report under Display Menu.
Note : Settlement Details option can be use for Standard and POS.