Frequently Asked
Questions

Q: How can I update the bill number automatically?

To set up automatic voucher numbering in BUSY, 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 of which you want to enable voucher numbering, such as sale, purchase, etc. Step 3: Then, select the voucher series and click on Voucher Numbering. Step 4: Choose the Numbering Type as either Automatic or Manual. Step 5: After selecting Automatic set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings. Note: Take backup of your data before making any changes.

Q: Can we pick previous shipping details which have been entered earlier in a new voucher?

Billing/Shipping Details: This features used, when a billing party location and where goods will be delivered both locations are different To pick previous shipping details which have been entered earlier in a new voucher follow the below steps: Step 1 : Enable billing \ shipping details from Administration > configuration > voucher series configuration. Step 2 : Specify the key field as Party Name/Mobile No./Email Id . Step 3 : Whichever we will select, in the voucher that key field will ask in the top option of shipping details. Step 4: We have to mention the key field value. It will automatically pick the previous details.

Q: Is there any option for re-arranging items in alphabetical order while feeding the voucher ?

In retail counters, people pick multiple items while ordering. Where if they want to search for something, it is difficult to find an item. So in that case we can arrange items in alphabetical order. After that we can find any item easily. To re-arranging items in alphabetical order while feeding the voucher 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 Item-wise in “Items Sorting While Saving” and save the configuration. While save voucher items will be rearranged alphabetically.

Q: How do I enter both alphabetic and numeric PO numbers in BUSY Accounting Software?

To enter PO number as 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 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

Q: How do I setup automatic numbering for invoices, purchase orders, etc in BUSY?

If you want to set up automatic numbering of vouchers in BUSY, you can follow these steps: Make sure to take latest backup before make any changes. 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 enable voucher numbering for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Numbering. Step 3: Choose the Numbering Type as Automatic. Step 4: After selecting Automatic set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings.

Q: What is the process for configuring the Point of Sale (POS) system?

To configure the Point of Sale (POS) system in BUSY Accounting software, you need to 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 configure it and click on save button and again to click on save button."

Q: What should I do if the e-invoice option is not appearing in BUSY after enabling integration?

For enabling E-invoice option please follow below mention steps:- Step 1:- Administration Tab, Step 2:- Configration, Step 3:- Feature / option Step 4:- GST/VAT Step 5:- E-invoice required, enter GSP id password which is created from E-way bill portal After enable E-invoice settings check by creating E-invoice with bill if not asking for E-invoice at the time of voucher creation. Please follow below mention steps:- Step 1:- Administration Tab, Step 2:- Configration, Step 3:- Voucher series configration Step 4:- Sales, select series and on right hand side click on voucher series configration option Step 5:- Generate 'E-invoice' after saving

Q: Is there an option to hide quantity,unit and price in the voucher while adding a sale?

Yes you can hide Quantity unit and price in voucher by following these steps: Step 1: Go to administration menu Step 2: Then click on configuration button Step 3: Then click on voucher series configuration Step 4: Then select the invoice such as sale,purchase etc Step 5: Afterwards click on series name then click on voucher configuration button Step 6: Afterwards select the skip item quantity/unit/price as Y to enable it Step 7: Then save the changes Step 8: Then go to transactions menu Step 9: Then click on sales voucher and click on add button Step 10: Afterwards you can see quantity,unit and price option is hide successfully

Q: I need help understanding the different voucher and receipt series. How should I set up and use series in this system?

To use voucher and receipt series in this system, you need to go to Step 1 : CLick on administration Step 2 : Then configuration Step 3 : Voucher Series Configuration Step 4 : Select voucher type and create a new series for the type of voucher you want to use. Step 5 : Then, when creating a new voucher, select the appropriate series and enter the voucher number. Step 6 : The system will automatically generate the next voucher number in the series. Step 7 : Similarly, for receipts, you can create a new series and select it when creating a new receipt.

Q: Can I add an optional field in the voucher, and will it appear in the printout given to the customer?

To add optional field in voucher and need to print the voucher, you need to follow these steps : Step 1 : Go to administration then configuration then go to voucher series configuration. Step 2 : Select voucher type and voucher series then go to voucher series configuration Step 3 : Enable optional field and go to transaction then select voucher type and add voucher with optional field and save. Step 4 : Now go to administration then configuration go to invoice/document printing select standard. Step 5 : Select voucher type and go to optional field tab and tick on print optional field and save.

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

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

How can I update the bill number automatically?

To set up automatic voucher numbering in BUSY, 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 of which you want to enable voucher numbering, such as sale, purchase, etc. 
Step 3: Then, select the voucher series and click on Voucher Numbering.
Step 4: Choose the Numbering Type as either Automatic or Manual. 
Step 5: After selecting Automatic set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings.
Note: Take backup of your data before making any changes.

Can we pick previous shipping details which have been entered earlier in a new voucher?

Billing/Shipping Details:
This features used, when a billing party location and where goods will be delivered both locations are different 
To pick previous shipping details which have been entered earlier in a new voucher follow the below steps:
Step 1 : Enable billing \ shipping details from Administration > configuration > voucher series configuration.
Step 2 : Specify the key field as Party Name/Mobile No./Email Id .
Step 3 : Whichever we will select, in the voucher that key field will ask in the top option of shipping details.
Step 4: We have to mention the key field value. It will automatically pick the previous details.

Is there any option for re-arranging items in alphabetical order while feeding the voucher ?

In retail counters, people pick multiple items while ordering. Where if they want to search for something, it is difficult to find an item. So in that case we can arrange items in alphabetical order. After that we can find any item easily. 
To re-arranging items in alphabetical order while feeding the voucher 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 Item-wise in “Items Sorting While Saving” and save the configuration. While save voucher items will be rearranged alphabetically.

How do I enter both alphabetic and numeric PO numbers in BUSY Accounting Software?

To enter PO number as 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 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 setup automatic numbering for invoices, purchase orders, etc in BUSY?

If you want to set up automatic numbering of vouchers in BUSY, you can follow these steps:
Make sure to take latest backup before make any changes.
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 enable voucher numbering for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Numbering.
Step 3: Choose the Numbering Type as Automatic. 
Step 4: After selecting Automatic set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings.

What is the process for configuring the Point of Sale (POS) system?

To configure the Point of Sale (POS) system in BUSY Accounting software, you need to 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 configure it and click on save button and again to click on save button."

What should I do if the e-invoice option is not appearing in BUSY after enabling integration?

For enabling E-invoice option please follow below mention steps:-
 Step 1:- Administration Tab,
 Step 2:- Configration,
 Step 3:- Feature / option
 Step 4:- GST/VAT
 Step 5:- E-invoice required, enter GSP id password which is created from E-way bill portal 
 After enable E-invoice settings check by creating E-invoice with bill if not asking for E-invoice at the time of voucher creation. Please follow below mention steps:-
 Step 1:- Administration Tab,
 Step 2:- Configration,
 Step 3:- Voucher series configration
 Step 4:- Sales, select series and on right hand side click on voucher series configration option 
 Step 5:- Generate 'E-invoice' after saving

Is there an option to hide quantity,unit and price in the voucher while adding a sale?

Yes you can hide Quantity unit and price in voucher by following these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on voucher series configuration
Step 4: Then select the invoice such as sale,purchase etc 
Step 5: Afterwards click on series name then click on voucher configuration button
Step 6: Afterwards select the skip item quantity/unit/price as Y to enable it 
Step 7: Then save the changes
Step 8: Then go to transactions menu
Step 9: Then click on sales voucher and click on add button
Step 10: Afterwards you can see quantity,unit and price option is hide successfully

I need help understanding the different voucher and receipt series. How should I set up and use series in this system?

To use voucher and receipt series in this system, you need to go to
Step 1 : CLick on administration
Step 2 : Then configuration
Step 3 : Voucher Series Configuration 
Step 4 : Select voucher type and create a new series for the type of voucher you want to use. 
Step 5 : Then, when creating a new voucher, select the appropriate series and enter the voucher number. 
Step 6 : The system will automatically generate the next voucher number in the series.
Step 7 : Similarly, for receipts, you can create a new series and select it when creating a new receipt.

Can I add an optional field in the voucher, and will it appear in the printout given to the customer?

To add optional field in voucher and need to print the voucher, you need to follow these steps :
Step 1 : Go to administration then configuration then go to voucher series configuration.
Step 2 : Select voucher type and voucher series then go to voucher series configuration
Step 3 : Enable optional field and go to transaction then select voucher type and add voucher with optional field and save.
Step 4 : Now go to administration then configuration go to invoice/document printing select standard.
Step 5 : Select voucher type and go to optional field tab and tick on print optional field and save.

Frequently AskedQuestions