Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can I enable the feature for billing and shipping address from the voucher series configuration?
To enable the feature for billing and shipping address from the voucher series configuration, 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 such as sale, purchase etc.
Step 3: Then, select the voucher series and click on Voucher Configuration.
Step 4: Enable Separate Billing and Shipping Details and then save the changes.
Step 5: Add sale invoice with Billing and shipping address.
Why is the date on my invoices is not picking automatically as per the system date?
If the date of your invoices is not picking up automatically as per the system date please follow these steps:
Step 1: Go to administration menu Then click on configuration button
Step 2: Then click on voucher series configuration
Step 3: Then select the voucher such as sale, purchase etc
Step 4: Afterwards select the series and then click on voucher configuration
Step 5: Then set default date in voucher as system date and save the changes
Where can I find the option to add item descriptions configuration?
To configure the item description in voucher, follow these steps:
Step 1: Go to administration section then click on configuration option.
Step 2: Choose voucher series configuration then select the required voucher type like sales, purchase etc.
Step 3: Select the series of voucher then click on voucher configuration tab which appear in right side for screen.
Step 4: Enable item wise description then configure it by specify the number of line required for description and save it.
Is it possible to filter item drop down during transactions?
Yes, you can filter the item drop down during the transaction in BUSY by follow these steps:
Step 1: Go to administration section then click on configuration
Step 2: Select voucher series configuration then choose the required voucher type and series.
Step 3: Specify Y to enable filter value for item drop down then specify the value based on which item records will be filtered and shown in the list in voucher and then save the configuration.
Where is the transport detail option in BUSY?
In BUSY, the transport details window will appear at voucher entry for which you need to enable the transport details option by following these steps:
Step 1: Go to administration then click on configuration
Step 2: Choose the voucher series configuration then select the required voucher type with its series
Step 3: Click on voucher configuration then Specify Y for input transport details option which appear at top right side of screen and then save the configuration.
. Apply discount in BUSY invoice.
To apply discount in BUSY invoice, follow :
Step 1 : CLick on administration
Step 2 : Configuration
Step 3 : Features and options
Step 4 : Inventory
Step 5 : Select item wise discount type as needed and save
Step 6 : Voucher series configuration
Step 7 : Select voucher type and go to voucher series configuration
Step 8 : Set the discount type and save
Step 9 : Apply discount in invoice
I want to change the invoice numbering or sequence in BUSY. What is the procedure?
To change the invoice numbering or sequence in BUSY please refer below steps
Step 1: Go to Administration.
Step 2: Go to Configuration.
Step 3: Then go to Voucher Series Configuration.
Step 4: Select voucher type and select series name.
Step 5: Then press ALT+N or click on voucher numbering
Step 6: From here you can change the Voucher number sequence
Note: Please make sure to take backup of the data before doing any process.
Why am I unable to add vehicle numbers for transport details in BUSY e invoices?
To Add a vehicle number in BUSY you can follow these steps:
Step 1:Go to Administration menu,
Step 2:Click Configuration,
Step 3:Click voucher series configuration,
Step 4:Select sale then select series,click voucher configuration,here you can find the option is input transport detail,specify Y then save this window.
Step 5:After that when you will enter a voucher while saving a transport window will appear,Here you can mention vehicle number and other transport details on it.
How can you enable settlement details in Purchases and Sales in BUSY Accounting Software?
To enable settlement details in purchases and sales in BUSY, you need to follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Select Configuration and click on Voucher Series Configuration.
Step 3: Select the voucher type such as Sales then select the Voucher Series.
Step 4: Click on Voucher Configuration and set Y on Enable Settlement Details feature.
Step 5: Click on configure button and mention settlement modes and account then save.
Can I configure to pick system date during voucher entry in BUSY?
Yes, you can configure for pick system date during voucher entry in BUSY by follow these steps:
Step 1: Go to administration section then click on configuration.
Step 2: Choose the voucher series configuration then select the required voucher like sales, purchase etc.
Step 3: Choose the voucher series then click on voucher configuration tab which appear in right side of screen.
Step 4: Now, select system date in set dafault date in voucher field then save it.