Frequently Asked Questions

If a customer wants to save a voucher in Google drive Then we have an option in BUSY.
Yes, we can save pdf file vouchers in Google Drive.
Step 1: Administration>configuration>Features & Options>General Tab> Enable Google Drive linked Feature in BUSY.
Step 2: Mention Email ID & click on authorise option for allowing BUSY in Google Drive.
Step 3: Select Voucher Type & Series then Enable Save sales invoice on google drive.
Step 4: During voucher save will get a popup by name Do you want to save in Google Drive then click on Yes.
Step 5: Open the Gmail Id & click on Google Drive option,where you can check the saved vouchers.

To round off the invoice value then you can enable the auto round off option which is used to round off the invoice amount from the voucher series configuration.
Pls Follow the below steps :
Step 1: Click on Administration and then configuration
Step 2: Then voucher series configuration and select the required voucher type and series
Step 3: Then voucher configuration and enable the Auto round off final amount option
Step 4: Click on configure tab and select the automatic mode.mention the round off plus in upper bill sundry and round off minus in lower bill sundry
Step 5: When you save the voucher then invoice value will get auto round off.

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.

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.

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.

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.

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.

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.

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."

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.