Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
I am unable to see the discount option in sales. How can I enable discounts in the sales module?
Here are the general steps to enable and use discounts in BUSY,We can apply discount At Item Level & At Voucher Level.
For Item Level :
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Select Voucher Type & Series
Step 5: Voucher Configuration
Step 6: Enable the Item Wise Discount
Step 7: During Voucher Entry, Discount window will popup for each Item.
For Voucher Level : Apply the Discount bill sundry in voucher.
Can I change the account [Party name] name and voucher caption for a voucher I already created?
Yes, you can change or modify the account name that you have selected for your voucher.
Steps to change the account name
Step 1: Administration
Step 2: Transaction
Step 3: Sales, then modify
Step 4: Open the voucher.
Step 5: Select the account name [Party] or modify the account name by pressing the shortcut key Alt+M.
To change the voucher caption, follow the below-given steps:
Step 1: Administration
Step 2: Configuration
Step 3: General
Step 4: Change the voucher caption.
Step 5: Configuration
Step 6: Change the caption name.
Step 7: Save
How do I add an additional party on the billing sheet for separate billing and shipping addresses?
To add an additional party on the billing sheet for separate billing and shipping addresses, follow these steps:
Step 1: Go to Administration.
Step 2: Select Configuration.
Step 3: Click on Voucher Series Configuration.
Step 4: Choose the Sales voucher series you want to configure.
Step 5: Click the Configuration option within the chosen series.
Step 6: Look for the option to Enable Separate Billing and Shipping Details.
Step 7: Set it to Yes to specify the billing sheet for separate billing and shipping addresses.
Why am i unable to mention voucher number in payment voucher and how to resolve it?
If you are unable to mention the voucher number in payment voucher then you need to enable the voucher numbering by follow these steps:
Step 1: Go to administration section then click on configuration tab.
Step 2: Choose voucher series configuration and select payment voucher.
Step 3: Select series of payment voucher then click on voucher numbering tab.
Step 4: In voucher numbering type, select manual or automatic as per choice then save the configuration and select no for renumbering voucher option.
I need to change the voucher date but the number is getting changed automatically. How to stop this?Can you explain the numbering system and series of vouchers in BUSY?
If your voucher numbering is changing automatically it means you made some changes in your voucher numbering so it is always recommended to take latest backup of your data before doing any major changes and when you change your voucher numbering a popup window will appear that shows renumbering all vouchers if you select yes in that window your old voucher number may be disturbed so its preferred to select no in this window and then proceed
Is there an option to save my invoice formate print settings in BUSY so I don't have to select print options every time?
Yes, there an option to save your invoice format print settings in BUSY, to enable this need to follow the below step:
Step 1: Go to Administration.
Step 2: Choose Configuration.
Step 3: Access Voucher Series Configuration.
Step 4: Select Sales Invoice.
Step 5: Pick your series.
Step 6: Under configuration, enable Print Sales Invoice after Saving.
Step 7: Specify the number of formats and choose your preferred format.
By doing this, you won't need to select print options every time you generate an invoice.
Why doesn't the mobile app automatically show the current date's transactions? I have to keep changing the date range manually.
While feeding the Recept entry from the mobile app, if the current date does not come automatically, see the following steps:
Step 1: Login to the company from BUSY
Step 2: Open Administration Click on Configuration.
Step 3: Select Voucher Serise Configuration
Step 4 Make the defults in the voucher the System Date.
Step 5: Click on Save to save the configuration.
Step 6: Now go to Administration Data Export Import Cloud Sync Option.
Step 7: Click on Incremental Upload to refresh the setup
The auto-generated invoice numbers are picking up but not the manual ones I enter in BUSY. Why is this happening?
This issue may be happening because BUSY is set to
auto generate invoice numbers instead of using manual entries
To change the setting of auto numbering to manual numbering
follow the steps
1 take backup and go to administration menu and click on configuration
2 click on voucher series configuration and select voucher Type and
select the series then click on voucher numbering
3 set numbering type manual and save
How can multi go-down inventory be used to specify warehouse preferences for stock in BUSY Accounting Software?
In BUSYWe have to use Multi Godown Feature Either at Voucher or At Item Level,Please Follow the Below Steps:
Step 1: Go to Administration menu and then select Configuration tab.
Step 2: And then select Features and Options tab and then select Inventory option
Step 3: Enable the Multi Godown Inventory then tick on Material Centre at item level if required.
Step 4: During voucher entry, Material centre window will popup in each item or else will show on header part.
I want to check my round-off settings. Where can I find and adjust the round-off configuration?
For configure Round off option please follow these steps:
1. Go in Administration then go in configuration
2. Then Go in voucher series configuration and select voucher type
3. Then select series and click on voucher configuration
4. Enable Auto Round off final amount and click on configure
5. Select Rounding off mode and mention bill sundry accordingly
6. Mention Rounding off nearest to value and click ok and save configuration