Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can I change the account for settlement ?
To change settlement account in BUSY, you need to follow these steps :
Step 1 : Go to Administration then Configurations
Step 2 : Click on voucher series configuration and select voucher type and voucher series
Step 3 : Go to voucher configuration and go to configure button for settlement and change the account and click on save buttton.
Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.
How can we upload invoices to Google Drive?
For updating an invoice on Google Drive, follow the below steps:
Step 1: Open a BUSY company.
Step 2: Select Administration. Under Administration, select Configuration. Step 3: Under Configuration, select the voucher series configuration.
Step 4: Under voucher series configuration, select the voucher series to configure.
Step 5: Select the voucher configuration. mention the sales invoice on Google Drive Y, click the configure button, mention the number of formats, and specify the format to upload.
Step 6: ; the save option to save the voucher series configuration.
How can we configure for settlement in BUSY?
To configure settlement feature in BUSY, follow these steps:
Step 1: Go to administration then click on configuration menu
Step 2: Choose voucher series configuration and select the relevant voucher type like sales, purchase etc.
Step 3: Nw, select the series anf click on voucher configuration that appeat in right sde of screen.
Step 4: Speciy Y to enable settlement details and then click on configure tab
Step 5: a window will appear for configuration , save the window after made configuration.
Can I change the voucher numbering?
To change your series voucher numbering from manual to automatic or vice versa without affecting your data in BUSY, follow these steps:
Step 1 : Go to Administration and Select Configurations
Step 2 : Choose Voucher Series Configurations
Step 3 : Select the voucher type and series you want to edit
Step 4 : Click on Voucher Numbering
Step 5 : Select the desired numbering type (Manual or Automatic)
Step 6 : Save the changes with re numbering option as No.
How to activate e-invoicing for a billing series in BUSY?
If you want to Enable E-Invoice for Particular Series, follow these steps:
Step 1: After E-Invoice configuration, enable E-Invoice for The series.To do this
Step 2: Go to Administration, select Configuration, and click on Voucher Series Configuration.
Step 3: Select the Voucher Type, then choose the series and enable E-Invoice. Press 'Y' for Input Transaction Details and generate the E-Invoice after saving.
Step 4: Then enter the voucher in the series You Enabled E-Invoice and Generate E-Invoice.
How can I check and make the settlement window automatic?
To check and make the settlement window automatic in BUSY, you need to follow these steps :
Step 1 : Go to Administration then Configurations
Step 2 : Click on voucher series configuration and select voucher type and voucher series
Step 3 : Go to voucher configuration and enable Settlement Details, and specify the settlement mode and account.
Step 4 : During voucher entry, the Settlement window will pop up after saving the voucher. Settlement Details option can be used for Standard and POS.
How can I set a system date as default date in sale voucher in BUSY?
To set a system date as default date in sale voucher follow below steps:
Step 1: Go to administration menu then select configuration option.
Step 2: Then select voucher series configuraiton option and then select the sale voucher type.
Step 3: Then under the sale voucher type select the voucher series option.
Step 4: Then click on voucher configuration option then select system date as default date in the next window of voucher series configuration.
Step 5: Then click on save button to save the cofiguration.
Why are invoice numbers auto-generated in BUSY, and how can I switch to manual numbering?
Invoice numbers are auto-generated in BUSY to ensure a systematic and sequential numbering of invoices. However, if you want to switch to manual numbering, you can do so by following these Steps:
Step 1 : take backup of your company
Step 2 : Click on administration
Step 3 :Configuration
Step 4 : Voucher Series Configuration
Step 5 : select voucher type like Sales, purchase voucher series.
Step 6 : select voucher series
Step 7 : voucher numbering
Step 8 : select numbering type as manual
Step 9 : save.
How can I configure different discount structures for each item on a sales invoice?
To configure different discount structures for each item on a sales invoice in BUSY, you need to follow these steps :
Step 1: Go to administration then Configurations menu
Step 2: Select voucher series configuration.
Step 3: Select the Voucher Type and voucher series go to voucher configuration.
Step 4: Enable item wise discount
Step 5: Now in administration go to masters
Step 6: Select item click on modify and specify sale discount structure.
Step 7: Now in voucher apply different discount for each items.
Is there any option to feed item wise discount while voucher entry in column.
To feed item wise discount while voucher entry in column 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: Enable advanced POS option.
Step 3 : Click on Configure advance POS option tab.
Step 4 : Enable discount column from there. It will pick a discount % from the item master and calculation basis from the structure mentioned in voucher series configuration.