Frequently Asked Questions

If Settlement Details are not working in one Voucher Series, follow these steps:
Step 1: Go to Administration select Configuration, and click on Voucher Series Configuration.
Step 2: Select the Voucher Type then choose the series in which you want to enable Settlement Details.
Step 3: Toggle Y for Enable Settlement Details, then click on Configure. Add a tag account for settlement, write captions, and save.
Step 4: If you are using POS in this series, click on Configure Advanced POS. Enable the settlement window and configure it.
Step 5: Now, enter the voucher after filling in all the details. When you save, the Settlement window will appear, where you can add your amount.

To show mobile number and name in details for UPI transactions, if you enter a receipt voucher for UPI receipt then you need to enter name and mobile number in the voucher short/long narration. If you are using Settlement Mode option for Settlement of Voucher while saving Sales Voucher then you have to use Settlement Mode Narration option to enable it, please follow the steps given below:
1: Go to Administration Menu
2: Click on Configuration then Voucher Series Configuration
3: Press Enter on Voucher and then select Series
4: Click on Voucher Configuration tab
5: Click on Settlement Configuration tab and enable narration option and then save the configuration from both the windows.

If you have generated a debit note with the same voucher number that has already been posted, it indicates that you have configured for disallow duplicate voucher numbers. To allow for duplication of invoice numbers, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on configuration.
Step 3: Choose voucher series configuration and select the debit note voucher type.
Step 4: After select the voucher type, select series for it and then click on voucher numbering option.
Step 5: Now, select Warning Only or No Action to enable the creation of the debit note with a duplicate voucher number and save the configuration.

The different settings that can be customized in a Voucher series in BUSY are:
1. Numbering type
2. Prefix
3. Suffix
4. Starting number, Ending number
5. Optional fields
6. Item description and Item Additional fields
7. Item-wise discount 
8. Billing/Shipping details 
9. Input Item MRP
10. Item Sorting settings
11. Filter value for drop-down settings
12. Zero validation settings
13. Transporter details window settings
14. Auto-round off final amount settings
15. Print enable settings for Account voucher, Inventory voucher, Sales Invoice, Item barcode etc.
16. Send SMS, E-mail, BUSYBNS settings
17. Advanced POS Configuration 
18. Upload BDEP Setting 
19. Voucher and Item image add setting
20. Voucher caption change setting
21. Sales Invoice Google Drive upload 
22. Packing details 
23. "Copy Voucher" after saving etc.

In BUSY, a default voucher series named Main is created for all vouchers.
Further you can create multiple series as per the requirement by following these steps:
Step 1: Go to Administration section then click on Configuration menu.
Step 2: Now, Choose Voucher series configuration option and then select the required voucher type such as sales , purchase , sales return etc.
Step 3: After select the voucher type, click on Add new option to create the voucher series displayed at right side of screen.
Step 4: Next, Select the newly created series and then click on Voucher numbering option.
Step 5: After Configure voucher numbering , click on Voucher configuration to made configuration accordingly.

Yes, you can automatically pick  the item description while creating a voucher in BUSY For that you need to follow these steps :
Step 1: Go to administration menu then click on configuration and go to voucher series configuration.
Step 2: Then select voucher type and voucher series and go to voucher configuration.
Step 3: Enable item wise description and in below Set as Y to pick item description through F4 and click on ok and save button.
Step 4: Go to transactions menu add voucher for first time add manually item description and save the voucher.When you create voucher next you can pick item description multiple times without typing it repeatedly.

Date setting of Voucher
We can change the voucher date in 2 ways, one is system date and the other is last voucher date.
To pick current date while entering a voucher follow the below steps:
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Select your required voucher type the select series and click on Voucher Configuration.
Step 3: Select “System Date” in Set Default Date in Voucher as and save the configuration.
Step 4: If using POS configuration then click on configure Advanced POS options.
Step 5: Select “System Date” in the Default Value of Date field.
Step 6: Now while creating an invoice by default the system date will pick.

To add billing shipping details in invoice, you can follow these steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Choose voucher series configuration then select the required voucher type like sales, purchase etc.
Step 3: Select the series of voucher then click on voucher configuration tab which appear in right side for screen.
Step 4: Set Y on seperate billing or shipping details option and can set applicable for either all parties or only cash and bank.
Step 5: Specify the key field and gst report basis as per the requirements then save. When you add invoice a window will pop up to enter billing shipping details.

To enter PO number as optional field in voucher 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 configuration.
Step 3 : Enable vocuher optional field and you can enter both alphabetic and numeric PO numbers 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 and mention PO number in voucher.

If you require to remove the Transportation details from the voucher but still require for reporting purpose then you can follow :
1. Specify the transportation details in the party master 
2. Disable transportation details from from Voucher series configuration 
3. Disable the transportation details from GST and VAT Configuration
4. Now open the report in which you require transportation details and use custom column 
5. Create format and select the field from the party master
6. save the format and reopen the report with the new format name
7. Here it will only pick the details as you have mentioned in the party mastes such as tranporter station and PIN code