Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
Can I add custom fields to invoices like purchase order number?
While adding invoices in BUSY,if you wants to add purchase order number field,you can mention it in narration field and the same will be shown in print too.But you can also add optional field in invoice by following these steps
Step 1 Open your company
Step 2 Go to administartion and then go to configuration
Step 3 Select voucher series configuration and then select type of voucher like sale voucher
Step 4 After selecting voucher type,select voucher series and then on the right side select voucher configuration option
Step 5 Now vouher series conguration for sale voucher will be opened
Step 6 Now from options,Specify field as 1 for No.of optional fields and then enter and now enter field name like purchase order number,type text,decimal places and maintian database and save the window inclusing voucher series configurations
Step 7 Now when you will add sale voucher,then after selectinh details in voucher like series,date party etc.,after seleting narration,optional field purchase order number field will be opened,now you can mention details in it and proceed to add your voucher and same will also br printed in sales invoice in header
What is a compound discount in BUSY Accounting Software, and how can I use it with a plus sign?
If you want to use compound discount in BUSY please follow these steps:
Step 1: Go to administration menu Then click on configuration button
Step 2: Click on features and options
Step 3: Click on inventory tab
Step 4: Select item-wise discount type as compound discount
Step 5: Save the changes
Step 6: Go to administration menu again
Step 7: Now Click on configuration sub menu
Step 8: Click on voucher series configuration
Step 9: Select the voucher such as sale,purchase etc after that select the series
Step 10: Then click on voucher configuration
Step 11: Enable item wise discount option, Afterwards specify the discount structure as required such as compound discount percentage of price and save the changes
Step 12: Then go to transaction menu and open the invoice in which you want to apply the compound
Step 13: Afterwards while creating the invoice whenever you will press enter in item grid it will give you a prompt to apply the discount as per the structure defined by you then you can specify the plus sign after entering the discount in its field and use it accordingly as required.
How to set up invoice series for POS/scanning billing?
To configure the invoice/voucher series for POS billing, you can follow the step-by-step process outlined below:
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Sales
Step 5: Add-new
Step 6: Voucher series configuration
Step 7: Configure the required elements.
Step 8: Enable Advanced POS data entry
Step 9: Define the required File-types e.g. Fixed, Variable, Semi variable etc.
Fixed: You will not be able to change the value.
Variable: The focus will be directly on the variable field.
Semi-variable: The focus will directly move to the next available variable or fixed field.
Step 10: Enable "Pick Item Names from Barcode."
Step 11: Enable "Pick Parameters from Barcode."
Step 12: Enable "Consolidate Items While Saving."
Step 13: Enable other elements like settlements, input cash tender details, bill details, etc.
Please note that in order to scan and read item barcodes in BUSY, you need to save the barcode values in the Item Alias field or Parameter barcode field. Once you've done this, you'll be able to perform barcode billing.
For further clarification, feel free to call BUSY's 24x7 support number at 8282828282.
How can I add discounts in sales in BUSY accounting software?
You can add two type of discount in sales voucher.
1. Item wise
2. Bill sundry wise
For enable item wise discount follow these steps:
step 1: Go to administration then go to configuration
step 2: Go to Features/options then go to inventory tab
step 3: Enable item wise discount type and save inventory tab
step 4: Go to administration then go to configuration
step 5: Then go to voucher series configuration click on voucher type sale
step 6: Select series and click on voucher configuration which was given on right side
step 7: Enable item wise discount and select discount structure and save configuration
For enable discount in bill sundry follow these steps:
step 1: Go to administration then go to master
step 2: Then goo to bill sundry option and check in modify bill sundry of discount is created or not
step 3: If not create click on add and give name and take bill sundry type subtractive
step 4: Take bill sundry nature Discount and tag discount account and save bill sundry
step 5: Apply bill sundry in sale voucher
The voucher series is not picking up the leading zeros. How can I ensure the leading zeros are retained?
If the voucher series is not picking up the leading zeros, you need to follow the below steps:
Step 1: Go to administration and then click on configuration.
Step 2: After clicking on configuration, click on the voucher series configuration and select voucher type and series under voucher type.
Step 3: After clicking on series, click on the voucher numbering option, then select the renumbering frequency, embed the year in the VCH number, prefix or suffix, etc.
Step 5: You have to specify the fixed length of the numeric part as Yes, the total length of the numberic part as you require (maximum of 9) and the pading character as Zero, and put the relevant information.
Step 6: After that, save voucher numbering.
Step 7: And then you will get the prompt for renumbering. If you are required to renumber, then click on the Yes option; if you are not required to renumber, then click on the NO option.
Step 8: Note: Kindly take a backup before changing the voucher number.
How can I configure the software for my business needs like invoice formats, voucher series, etc.?
To configure the software for your business needs like invoice formats and voucher series in BUSY, you can follow some steps:
1. To configure invoice Format:
Step 1: Go to Administration and then click on configuration.
Step 2: Now Click on Invoice document printing and then click on standard.
Step 3: Now click on Sales Invoice or other invoice type and then enable option as per your Requirement and save the configuration.
Note: If some Requirements does not meet with Standard configuration then you can design your format.
2. To configure Voucher Series:
Step 1- Go to administration and click on configuration.
Step 2- After click on configuration click on the voucher series configuration and select voucher type and series under voucher type and you can add new series as well by click on Add series option.
Step 3- After click on series click on voucher numbering option to set voucher numering or can do configuration as per your requirements.
Is it possible to create a predefined optional fields in BUSY?
If you want to create a predefined optional fields in BUSY please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Click on voucher series configuration
Step 3: Select the voucher such as sales,purchase etc then select the series and then click on voucher configuration button
Step 4: Select number of optional fields as 1 or more as required
Step 5: Press enter or click on configure button available at his right
Step 6: Select field name,type and select maintain master database option as Y and save the window
Step 7: Now Save the changes and then go to transactions menu
Step 8: Open the voucher for which you have enabled the optional field such as sale,purchase etc
Step 9: Click on add and then specify necessary details such as series,date,voucher number and party name etc
Step 10: After that a window will appear to specify the optional field
Step 11: Press f3 key and create predefine value for optional field that required and you can use it from dropdown menu
How to manually enter a voucher number for E-Way Bill generation in BUSY?
To manually enter a voucher number for E-Way Bill generation in BUSY, you can follow these steps:
Step1: If the voucher for which you want to generate the E-Way Bill.
Step 2: Is allowed the enter voucher number in your according the voucher number type is manually.
Step3: Enter the desired voucher number manually in the designated field.
Step 4: Save the voucher entry.
Step5: Proceed to generate the E-Way Bill using the manually entered voucher number.
Step6: If the Voucher numbering is automatic and not allow to enter voucher is your according then.
Step7: Go to the Configuration menu.
Step8: Select Voucher series Configuration.
Step9: In the Voucher series Configuration, choose the voucher type as Sales, Purchase
Step10: Click on the voucher numbering
Step11: Check the option manually, save the changes.
Step12: Now, go to the voucher entry screen.
Step13: Enter the voucher number manually
Step14: Proceed to generate the E-Way Bill using the manually entered voucher number
Where can i enter the vehicle number in sale invoice in BUSY?
To enter vehicle number in sale invoice in BUSY then follow below steps:
Step 1: Go to Administration menu and then click on configuration submenu
Step 2: Then click on voucher series configuration option and then select sale invoice and series and after that click on voucher configuration tab
Step 3: After that enable input transport details as Y and save the changes by click on save option
Step 4: Then go to Administration menu and then click on configuration submenu
Step 5: After that select features and options and then GST and VAT tab Now enable option of transport details in local sale and purchase as Y and choose save to save changes
Step 6: Then go to transaction menu and submenu sales
Step 7: After that choose the add option and provide the necessary details, including series, date, and party. Then at the time of saving the invoice a transport details window will appear allowing you to input the vehicle number and then select save option to save invoice.
How can we add a deleted voucher if voucher numbering is automatically ?
If voucher numbering is automatic and a voucher has been deleted from the mid, so to add that voucher you have to set voucher numbering manual which steps mentioned below.
To add a deleted voucher if voucher numbering is automatically 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 Numbering.
Step 3: Select Manual in “Numbering Type”, after that there two options will highlight one Duplication & Blank voucher number in that you can select Warning Only/Don’t Allow/No Action as per your requirement and press OK.
Step 4: Add that voucher by entering the voucher number manually and save.
Step 5: After adding the voucher, again set “Numbering Type” as Automatic as previous and after pressing Ok a Renumber Vouchers window will appear, on that you have to select ‘No’ if you don’t want to rearrange the voucher numbering.
Note:- Take backup before doing any changes related to voucher numbering.
