Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
What options are available for adding multiple payment modes like PayTM credit card etc on BUSY invoices
If you want to split your bill amount into different modes of payment, such as cash, credit card, etc., you can use the Settlement feature in BUSY. To set it up, 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 that you want to set up settlement for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the "Enable Settlement Detailsfeature. Set it to Y to enable it. Then, check the boxes for the payment modes that you want to allow in the settlement window, such as cash, credit card 1, etc. Next, enter the account name and other required details and save the changes.
Step 4: Now, when you save your invoice, a settlement window will pop up where you can split your bill amount into different payment modes.
Can we create two columns in the billing section for different types of discounts?
Yes, it is possible to create two columns in the billing section for different types of discounts in BUSY by following below steps:
Step 1: Go to administration menu then select configuration option.
Step 2: Then select feature and option and then click on inventory tab.
Step 3: Then make sure to enable compound discount from discount type option and click on save button.
Step 4: After that Go to administration option and then click on masters.
Step 5: Then click on Misc. masters option and then select discount structure.
Step 6: Then click on add option to add discount structure and click on save button.
Step 7: Go to administration menu and then select configuration option.
Step 6: Then select voucher series configuration option then select sale voucher and its series.
Step 7: After selecting the series click on voucher configuration option then mention Y on item wise discount and tag the discount structure.
Step 8: Then click on save button.
How does the payment settlement feature work in BUSY?
The payment settlement feature in BUSY allows users to adjust and
allocate payments received from customers to the appropriate ledger accounts
It helps in tracking and reconciling outstanding amounts
To configure settlement features in BUSY follow below steps:
Step 1: Go to administration menu then click on configuration
Step 2: Then click on voucher series configuration option
Step 3: Then select voucher like-sale,purchase and press enter then select the series
Step 4: Then click on voucher configuration option and click on enable settlement details option
Step 5: After enable it click on configure button at his right then specify and tag cash or bank account or any other payment mode for settlement
Step 6: Then save the window and add voucher for which you enable settlement feature and while doing entry a window will appear then you can specify the payment mode for settlement and that is how you can use this feature in BUSY
The invoice numbers are not generating sequentially in BUSY. What could be the reason and solution for this?
If invoice numbering is configured in manual mode, you need to enter voucher numbering manually at every invoice, which can lead to errors. To overcome this issue, you can configure your voucher numbering in automatic mode. This will enable the system to pick voucher numbers automatically and maintain your invoice numbering in sequence.
To configure Voucher numbering on automatic mode follow the below steps:
Step 1: Take the latest backup of your data.
Step 2: Now, Go to administration then click on configuration and select Voucher series configuration
Step 3: Click on Sales tab then select the required series for same and then click on Voucher numbering that appear at right side of the screen.
Step 4: Now configure for Voucher numbering on automatic and save the configuration.
Note - When configuring voucher numbering as automatic, a window will appear for renumbering vouchers. You need to select No for the same.
I am having issues with settlement entry. the screen cannot appear correctly. How can I fix this?
To fix the issues with settlement details entry like UPI, card, cash, etc. for a sales entry, you can follow these steps:
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Sales, then select Voucher Series.
Step 5: "Enable the Settlement Details"
Step 6: Allow the required settlement modes and tag the respective account heads,
e.g., Cash A/C for a cash settlement and
SBI Bank A/c for a card settlement mode.
SBI Bank A/c for UPI
Step 7: Change the settlement mode caption name if required.
Step 8: Enable "Enforce full adjustment of amount" if required.
Step 9: Define the default settlement mode.
Step 10: Enable "Post settlement data along with party data" to post the amount to the party ledger.
Step 11: OK
Please note that the settlement entry configuration is available for both standard and POS.
For more doubts or clarification, you can call the BUSY help desk at 8282828282.
The voucher I created earlier is not accessible now. How can I regain access or retrieve it?
If the voucher you created earlier is not accessible, you need to check the Missing Voucher Number list of Voucher Numbering under Check List report. Through this report you will get all the missing voucher's number, If that voucher number is visible in the same list then you will have to re-enter that voucher again.
If you are using auto voucher numbering then you have to set voucher numbering manual so that you can add missing voucher number. To change voucher numbering type please folloe the below steps:
1: Back up your data
2: Go to Administration Menu
3: Click on Configuration and then Voucher Series Configuration
4: Click on Voucher Type (Sales, Purchase, Payment etc.) and then select the Series (for example Main Series)
5: Click on Voucher Numbering tab and select Numbering Type Manual and save it
6 Re-add missing voucher and then you have set automatically voucher numbering without
renumber all vouchers.
How can specify settlement details in sale invoice in BUSY?
To specify settlement detail for sale invoice in BUSY, follow below steps:
Step 1: Go to Administration menu and click on configuration submenu
Step 2: Then click on voucher series configuration and select sale invoice
Step 3: After that select series and voucher configuration option
Step 3: Now enable settlement detail option as Y shown in the right side of the screen and click on configure box
Step 4: here you can specify account and payment mode name in the caption field and press ok then save the configuration
Step 5: Now go to transaction menu and submenu sales then select add option
Step 6: After that provide the necessary details, including series, date, and party. Then at the time of saving the invoice a amount settlement details window will appear allowing you to specify amount in required field and then select save option to save invoice.
Configurations || Voucher Series Configuration
How do I correctly configure receipts for UPI, card, bank transfer etc?
To configure the settlement details entry like UPI, card, cash, etc. for a sales entry, you can follow these steps:
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Sales, then select Voucher Series.
Step 5: "Enable the Settlement Details"
Step 6: Allow the required settlement modes and tag the respective account heads,
e.g., Cash A/C for a cash settlement and
SBI Bank A/c for a card settlement mode.
SBI Bank A/c for UPI
Step 7: Change the settlement mode caption name if required.
Step 8: Enable "Enforce full adjustment of amount" if required.
Step 9: Define the default settlement mode.
Step 10: Enable "Post settlement data along with party data" to post the amount to the party ledger.
Step 11: OK
Please note that the settlement entry configuration is available for both standard and POS.
For more doubts or clarification, you can call the BUSY help desk at 8282828282.
Can you show me how to configure POS entry using barcodes?
To configure POS entry using barcodes in BUSY, please follow below steps:
Step 1: Go to Administration menu and then select Configuration tab
Step 3: And then seelct Voucher Series Configuration and then select Sales
Step 5: and select Add-new and agai click on the Voucher series configuration
Step 6: Here,Configure the required elements.And Enable Advanced POS data entry.
Step 9: Now,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:And then Enable Pick Item Names from Barcode. option.
Step 12: And also Enable Consolidate Items While Saving. option.
Step 13: To scan and read item barcodes in BUSY, you need to save the barcode values in the Item Alias field or Parameter barcode field.
How to enable auto round off feature in BUSY?
If you want to enable auto round off feature in BUSY please follow these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Click on voucher series configuration then select the voucher such as sale,purchase etc and then select the series name
Step 3: Then click on voucher configuration button and then select auto round off final amount option as Y to enable it
Step 4: Click on configure button available at his right
Step 5: Select round off mode as automatic for default and mention round off + in upper bill sundry and round off - in lower bill sundry
Step 6: Select Rounding off nearest to 1 and select other options as required then press ok button and then save the changes
Step 7: Then go to transactions menu and whenever you will create a new bill it will automatically round off according to the amount
