Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
Can I automatically create a receipt voucher at the time of sale? If yes, how can I do that?
No, there is no provision to create receipt voucher automatically at the of sale. However you can adjust the payment if received at the time of sale by using the settlement feature. To configure this follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select voucher series configuration and choose the voucher type such as sales, purchase, etc.
Step 3: Choose the voucher series and click on voucher configuration.
Step 4: Here, set Y on enable settlement details option then click on configure button.
Step 5: Tick on cash and other modes then specify the cash and bank account and in bottom set Y on post settlement data along with party data then save.
Step 6: After that when you create bill a window will appear of settlement in them you can adjust the bill value in cash and in other modes.
How can I view the details of cash settlement in my billing report?
To view the details of cash settlement in your billing report on BUSY Accounting software, you need to enable the Settlement Details option , follow the steps below:
Step 1: Go to administration then click on configuration menu
Step 2: Then choose voucher series configuration and select sales and then series and
Steo 3: Now click on voucher configuration tab and speciy Y to enable settlement details and then click on configure tab.
Step 5: Then tick required settlement mode and specify the acocunts, then save the configuration by selecting save option.
Step 6: After that go to transaction menu then click on sales voucher.
Step 7: Then click on add tab and create the invoice with all necessary details.
Step 8: After that at the time of saving voucher a window will appear allowing you to specify settlement amount in approriate settlement mode then press ok and save the voucher.
I want to enable voucher series in BUSY but don't see the option. Why is it missing and how can I enable it?
Reasons why you are not able to view the voucher series configuration in BUSY.
1.User Permission: If you are logged in with the sub user and you do not have the rights to access the voucher series configuration in that case you will not be able to access this feature.
For resolving the problem of not able to view the feature of voucher series configuration need to follow given steps
Step 1:Login company with super user credentials and Go to administration menu.
Step 2:From administration menu select users option.
Step 3:Then select modify from it after that modify user window will open.
Step 4:In modify user window navigate to right hand side you will find option of menu rights.
Step 5:From menu rights option make sure that you have mark tick on voucher series configuration.
Step 6:Lastly click on save button.
why am i not able to view the feature of voucher series configuration and how to resolve it.
Reasons why you are not able to view the voucher series configuration in BUSY.
1.User Permission: If you are logged in with the sub user and you do not have the rights to access the voucher series configuration in that case you will not be able to access this feature.
For resolving the problem of not able to view the feature of voucher series configuration need to follow given steps
Step 1:Login company with super user credentials and Go to administration menu.
Step 2:From administration menu select users option.
Step 3:Then select modify from it after that modify user window will open.
Step 4:In modify user window navigate to right hand side you will find option of menu rights.
Step 5:From menu rights option make sure that you have mark tick on voucher series configuration.
Step 6:Lastly click on save button.
How do I add product description and HSN code while generating invoices in BUSY?
You can specify hsn code in item master and you can use item description option to mention product description
Follow these steps to specify the hsn code
Step 1: Go to administration menu
Step 2: Then click on masters
Step 3: Then click on item
Step 4: Then open the item master
Step 5: Then specify hsn code in item master and save it
To use product description feature follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration option
Step 3: Then click on voucher series configuration button
Step 4: Then select an invoice in which you want to use item description
Step 5: Then select the series and click on voucher configuration button
Step 6: Then enable item wise description as yes then specify number of description and save it
Can i adust the receipt amount at the time of invoice creation in BUSY?
To adjust receipt amout at the time of invoice creation in BUSY, you can use the settlement feature. Further, you can follow the steps to enable settlement feature in BUSY:
Step 1: Go to administration then click on configuration menu
Step 2: Choose voucher series configuration and select required voucher type.
Step 3: Now, select the series and 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: Tick required settlement mode and update the acocunts then save the configuration.
Step 6: After made the settlement configuration, Go to transaction section then choose the required voucher entry.
Step 7: Click on add tab then create the invoice with all necessary details.
Step 8: A settlement window will appear where you can adjust the amount in approriate settlement mode then save the voucher.
Why is the place of supply field being autopopulated based on customer GST number registration state? I want it to depend on where I am providing the actual service.
To change the Place of Supply, follow these steps:
Step 1: Go to Administration menu and then Click on Configuration.
Step 2: Select Voucher Series Configuration and choose the voucher type and series, then click on Voucher Configuration.
Step 3: On the left side, enable the feature 'Separate Billing / Shipping Details.
Step 4: Save the configuration successfully.
Step 5: Add a voucher and, next to the Party master, enter billing and shipping details accordingly. Two options are displayed in the billing and shipping details:
As per Party Master - Billing and shipping addresses will be as per the primary account master.
Billing/Shipping Details - Billing to and shipping to addresses will be mentioned in billing/shipping details.
Step 6: In the billing to ship to details options, specify the State, and you can easily determine the Place of Supply.
How do I enter the debit note number for my supplier if the option is not coming up?
If the option to enter the debit note number for your supplier is not coming up in BUSY Accounting, you can try enabling the option for debit note in the voucher type configuration.
Pleaes follow the below steps.
Step 1: Click on administration and then configuration
Step 2: Then voucher series configuration and then select required voucher type then series after that click on voucher numbering tab.
Step 3: Select voucher Numbering type as automatic and mention the renumbering frequnecy as per your need either daily, monthly or yearly.after that select the embed year in voucher number as Prefix, If want to add something before voucher number and As Suffix,If want to add something After voucher number.the voucher number should not be more than 16 characters and can use hypon and forward slash sign Only.
Step 4: During Voucher Entry, It will reflect accordingly.
How can we add separate billing and shipping details in invoice
To add separate billing shipping deatils in invoice follow these steps
Step 1 Go to administration then go to configuration
Step 2 Select voucher series configuration and then select voucher type sale
Step 3 After selecting voucher type sale select voucher series under sale
Step 4 After selecting voucher series select voucher configuration as highlighted in left side of given options
Step 5 Select voucher configuration and enable separate billing/shipping applicable for all parties or only cash/bank
Step 6 Then save the configuration
Step 7 Go to transcations and then select sale voucher and add voucher
Step 8 In voucher after selecting party a seprate billing/shipping window will be shown
Step 9 Enter required deatils for shipping party manually or pick party name from existing parties by f4
Step 10 After entering shipping details in window now proceed
What is the Settlement Window, and how can I use it to adjust payments?
The Settlement Window is a feature in BUSY that allows you to adjust payments received from customers at the time of creating a sale bill. To configure it follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select voucher series configuration and choose the voucher type such as sales, purchase, etc.
Step 3: Choose the voucher series and click on voucher configuration.
Step 4: Here, set Y on enable settlement details option then click on configure button.
Step 5: Tick on cash and other modes then specify the cash and bank account and in bottom set Y on post settlement data along with party data then save.
Step 6: After that when you create bill a window will appear of settlement in them you can adjust the bill value in cash and in other modes.
