Frequently Asked
Questions

Q: Why is the account settlement detail configuration not reflecting in my sales invoices?

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.Then If you Want Effect in Account Ledger Press Y on Post Settlement Data Along With Party Data. 6.When you enter transaction in the series you enabled settlement option. 7.When you save the voucher Settlement Window appear So you Can Enter Amount on that window.

Q: How do I make a bill to ship to invoice in BUSY?

If you want to make a bill to ship to invoice in BUSY please follow these steps: Step 1: Go to administration menu then click on configuration submenu Step 2: After that click on voucher series configuration Step 3: Then select the voucher such as sale,sales return etc then select the series and then click on voucher configuration Step 4: Afterwards select separate billing and shipping details option as Y to enable it Step 5: Save the configurations Step 6: Go to transactions menu then make a invoice and while making a invoice a popup window will appear to specify shipping address you can enter it manually and create a invoice accordingly

Q: How do I change the default date option in vouchers in BUSY software ?

To change default voucher date in vouchers you can follow these steps : Step 1: Launch the software and go to 'Administration', then 'Configuration', then after select 'Voucher series configuration' option. Step 2: Select the 'Voucher' to configure, then select require series (for e.g Require voucher is Sales & Series is 'Main'.) Step 3: Select the Voucher configuration option, new window will open. Step 4: Press 'F3' key to search option 'Set default date in voucer as'. Step 5: You will get two option such as 'Last Vch. Date' & 'System Date'. Step 6: You can choose any one option as default date. Step 7: Press 'Save' button to Save this configuration.

Q: How can I include press mark, gross weight, train number, GR number, and shipping number in an invoice in BUSY Accounting Software?

To include press mark, gross weight, train number, and shipping number in an invoice using voucher optional field in BUSY Accounting Software. For transport related details such as GR RR No. and vehicle no. etc. can enter in transport window. To add a voucher optional field, 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, such as sale, purchase, etc. Step 3: Then, select the voucher series and click on Voucher Configuration. Step 4: Specify how many fields are required in the voucher and then configure the field name, type and then save the changes.

Q: How can I ensure that the voucher numbers are the same for both standard and POS billing?

To ensure that the voucher numbers are the same for both standard and POS billing in BUSY, you need to configure the voucher series for both types of billing with the same starting and ending voucher numbers, for thatyou need to follow these steps : Step 1: Take data backup from company menu data backup. Step 2: Login company and go to administration then configuration. Step 3: Click on voucher series configuration select voucher type as sale and select voucher series standard and then POS. Step 4: Go to voucher numbering set voucher type automatic and define start number and enable as Y specify ending number and define ending number."

Q: Can you help me resize the quantity column in the voucher?

You can only resize the quantity column if you using POS. To resize quantity column, follow these steps : Step 1 :Go to administration then configuration click on features and options. Step 2 : Go to POS tab and enable POS and click on save button. Step 3 : Now go to administration then configuration click on voucher series configuration Step 4 : Select voucher type and voucher series and go to voucher configuration and enable advanced POS data entry Step 5 : Click on configure advanced POS options tab and click on set grid column width and resize the quantity column in inches click on ok and save button.

Q: How do I generate invoices with sequential voucher numbering in BUSY?

To generate invoices with sequential voucher numbering in BUSY, we advice you to use automatic numbering for your vouchers. To set up automatic voucher numbering, 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 of that you want to set voucher numbering for, such as sale, purchase, etc. Step 3: Then, select the voucher series and click on Voucher Numbering. Step 4: Choose the Numbering Type as Automatic Step 5: Set the prefix, suffix, and Starting No. as per your needs and click on OK. Note: Take backup of your data before making any changes.

Q: How to get bill to ship to window while adding voucher?

To enable the option bill to ship to option 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 and enable transport details and click on save button. Step 3 : Now go to transactions and add transport details in window. Step 3 : Now in transport details window selet bill to ship to and enter the address of the party in the given fields. Save the changes and the option to enter the address will be enabled while selecting bill to ship to option.

Q: How to maintain optional field at voucher level in BUSY?

If you want to use the optional field at the voucher level, you can follow these steps: 1. Go to the Administration menu. 2. Click on the Configuration option. 3. Select the Voucher Series Configuration option. 4. Choose the voucher type in which you want to enable the optional field. 5. Click on the Series then Voucher Configuration tab. 6. SpeciFinancial Year the number of optional fields you want to use and define the caption for each field. Once you have enabled the optional field option, it will start to show at the voucher level in that particular voucher. To open it, you need to enter the narration, and then it will appear.

Q: What should I do if my vouchers are unsequenced?

If your vouchers are unsequenced in BUSY, then either you should correct them manually or renumber their numbering by following these 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.

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

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

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Dealer Complaint/Issues

Why is the account settlement detail configuration not reflecting in my sales invoices?

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.Then If you Want Effect in Account Ledger Press Y on Post Settlement Data Along With Party Data.
 6.When you enter transaction in the series you enabled settlement option.
 7.When you save the voucher Settlement Window appear So you Can Enter Amount on that window.

How do I make a bill to ship to invoice in BUSY?

If you want to make a bill to ship to invoice in BUSY please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: After that click on voucher series configuration
Step 3: Then select the voucher such as sale,sales return etc then select the series and then click on voucher configuration
Step 4: Afterwards select separate billing and shipping details option as Y to enable it
Step 5: Save the configurations 
Step 6: Go to transactions menu then make a invoice and while making a invoice a popup window will appear to specify shipping address you can enter it manually and create a invoice accordingly

How do I change the default date option in vouchers in BUSY software ?

To change default voucher date in vouchers you can follow these steps :
Step 1: Launch the software and go to 'Administration', then 'Configuration', then after select 'Voucher series configuration' option. 
Step 2: Select the 'Voucher' to configure, then select require series (for e.g Require voucher is Sales & Series is 'Main'.)
Step 3: Select the Voucher configuration option, new window will open.
Step 4: Press 'F3' key to search option 'Set default date in voucer as'.
Step 5: You will get two option such as 'Last Vch. Date' & 'System Date'.
Step 6: You can choose any one option as default date.
Step 7: Press 'Save' button to Save this configuration.

How can I include press mark, gross weight, train number, GR number, and shipping number in an invoice in BUSY Accounting Software?

To include press mark, gross weight, train number, and shipping number in an invoice using voucher optional field in BUSY Accounting Software. For transport related details such as GR RR No. and vehicle no. etc. can enter in transport window.
To add a voucher optional field, 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, such as sale, purchase, etc.
Step 3: Then, select the voucher series and click on Voucher Configuration.
Step 4: Specify how many fields are required in the voucher and then configure the field name, type and then save the changes.

How can I ensure that the voucher numbers are the same for both standard and POS billing?

To ensure that the voucher numbers are the same for both standard and POS billing in BUSY, you need to configure the voucher series for both types of billing with the same starting and ending voucher numbers, for thatyou need to follow these steps :
Step 1: Take data backup from company menu data backup.
Step 2: Login company and go to administration then configuration.
Step 3: Click on voucher series configuration select voucher type as sale and select voucher series standard and then POS.
Step 4: Go to voucher numbering set voucher type automatic and define start number and enable as Y specify ending number and define ending number."

Can you help me resize the quantity column in the voucher?

You can only resize the quantity column if you using POS. To resize quantity column, follow these steps :
Step 1 :Go to administration then configuration click on features and options.
Step 2 : Go to POS tab and enable POS and click on save button.
Step 3 : Now go to administration then configuration click on voucher series configuration 
Step 4 : Select voucher type and voucher series and go to voucher configuration and enable advanced POS data entry
Step 5 : Click on configure advanced POS options tab and click on set grid column width and resize the quantity column in inches click on ok and save button.

How do I generate invoices with sequential voucher numbering in BUSY?

To generate invoices with sequential voucher numbering in BUSY, we advice you to use automatic numbering for your vouchers. To set up automatic voucher numbering, 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 of that you want to set voucher numbering for, such as sale, purchase, etc. 
Step 3: Then, select the voucher series and click on Voucher Numbering.
Step 4: Choose the Numbering Type as Automatic
Step 5: Set the prefix, suffix, and Starting No. as per your needs and click on OK.
Note: Take backup of your data before making any changes.

How to get bill to ship to window while adding voucher?

To enable the option bill to ship to option 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 and enable transport details and click on save button.
Step 3 : Now go to transactions and add transport details in window.
Step 3 : Now in transport details window selet bill to ship to and enter the address of the party in the given fields. Save the changes and the option to enter the address will be enabled while selecting bill to ship to option.

How to maintain optional field at voucher level in BUSY?

If you want to use the optional field at the voucher level, you can follow these steps:
1. Go to the Administration menu.
2. Click on the Configuration option.
3. Select the Voucher Series Configuration option.
4. Choose the voucher type in which you want to enable the optional field.
5. Click on the Series then Voucher Configuration tab.
6. SpeciFinancial Year the number of optional fields you want to use and define the caption for each field.
Once you have enabled the optional field option, it will start to show at the voucher level in that particular voucher. To open it, you need to enter the narration, and then it will appear.

What should I do if my vouchers are unsequenced?

If your vouchers are unsequenced in BUSY, then either you should correct them manually or renumber their numbering by following these 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.

Frequently AskedQuestions