Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
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.
The invoice number is not updating automatically when I create a new invoice. How can I fix this?
First you will need to configure voucher numbering automatic in BUSY,so you can follow given steps:
Step 1:Go to the Administration menu,
Step 2:Click on Configuration,
Step 3:Click voucher series configuration,
Step 4:Click on sales and select series,
Step 5:Click voucher numbering,Here you can set your voucher numbering automatically.
Step 6:Set numbering type automatic,
Step 7:Renumbering Frequency Set Yearly,select suffix or prefix,
Step 8:Mention seperator slash or highfin and year format,as you want.
Step 9:Suffix or prefix should be alphabaticaly,
Step 10:Select starting number and you can also set padding character in numbering if you wants,
step 11:Click ok,then window will appear,If you want to set voucher numbering from the beginning, please select the Re
numbering option as Yes,Other wise you can select as No.
Now, when you enter any voucher, the numbering will be generated automatically.
Is it possible to store payment mode details in the billing section/ during sale voucher in BUSY software? If yes, how?
Yes, it is possible to store payment mode details in the billing section of BUSY software. To do so, you need to follow below steps:
Step 1: Go to Administration menu
Step 2: Click on Configuration and then click on voucher series configuration,
Step 3: Then press enter on sale and select series ( main)
Step 4: Then, click on voucher configuration tab which is available on right hand side of the screen
Step 5: Enable settlement details option and click on configure tab to configure it
Step 6: Tick the payment mode like Cash, Card 1,2 etc. and specify the account name and caption of payment mode and enable other options as per your requirement and save.
During saving the sale voucher, a settlement window will appear, then you can select the receipt mode Cash/UPI/Bank and save the voucher.
How can we configure separate sales voucher series for the mobile application and tag users in Cloud sync for invoice creation?
1.To configure separate voucher series for Mobile application follow these steps:
Step 1: Go to administration then click on configuration tab
Step 2: Select the voucher series configuration open and then click on sales voucher type
Step 3: Then click on Add new tab and give a suitable name for series and then configure for automatic voucher numbering
2.To tag voucher series in cloud sync user follow these steps:
Step 1: Go to Administration then click on User tab
Step 2: Select the cloud sync user and then click on add option
Step 3: Mention then username and password for user , tick on required reports in application and tick for sales invoice and tag series for same .
Step 4: After save the user , Go to administration then Data export import and click on Cloud sync option
Step 5: Proceed to Bulk upload option.
