Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
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.
The voucher numbering is not happening automatically in sequential order. How can I fix this?
If the voucher numbering is not happening automatically in sequential order, you need to follow the below steps:
Step 1: Go to administration and then click on configuration.
Step 2: After clicking on configuration, click on the voucher series configuration and select voucher type and series under voucher type.
Step 3: After clicking on series, click on the voucher numbering option, then select the renumbering frequency, embed the year in the VCH number, prefix or suffix, etc., and put the relevant information.
Step 4: After that, save voucher numbering.
Step 5: And then you will get the prompt for renumbering. If you are required to renumber, then click on the Yes option; if you are not required to renumber, then click on the NO option.
Step 6: Note: Kindly take a backup before changing the voucher number.
Can I use the same voucher number for both cash and bank transactions?
To use the same voucher number for both cash and bank transactions, you need to follow these steps :
Step 1 : Go to administration then configuration
Step 2 : Click on voucher series configuration then select voucher type and voucher series
Step 3 : Then go to voucher configuration and enable settlement details and configure cash and bank.
Step 4 : Now go to transaction add same single voucher number under same voucher in settlement details define both cash and bank amount.
OR
Step 1 : Go to administration then configuration
Step 2 : Click on voucher series configuration then select voucher type and voucher series
Step 3 : Then go to voucher numbering set voucher number as manual
Step 4 : Now go to transaction and click on voucher type add and define same voucher number for both cash and bank transactions.
How to enter shipping details in sale voucher
To enter shipping address in sale invoice,
you need to enable Billing Shipping feature by using these steps:
Step 1: Go to Administration menu and click on Configuration.
Step 2: Select Voucher Series Configuration and choose voucher type such as Sales, Sales Return, etc.
Step 3: Select your series and click on Voucher Configuration.
Step 4: Here, you can enable option called Seperate Billing / Shipping Details and save.
Step 5: Modify or add you sale voucher after selecting the party you will get billing shipping window on billingshipping window you can enter shipping details with gst report basis as per master if you to show party details of party master details in gstr1 then select as per party want or if you want to show shipping details as billed party details on gst then select billing shipping details.
How to enable item-wise discount feature in BUSY?
If you want to enable item-wise discount feature in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration button
Step 3: Then click on features and option
Step 4: Then click on inventory tab
Step 5: Then make sure item-wise discount type should be selected as simple or compound and save the changes
Step 6: Then go to administration menu again
Step 7: Then click on configuration button
Step 8: Then click on voucher series configuration
Step 9: Then select the voucher such as sale,purchase etc
Step 10: Then select the series and then click on voucher configuration
Step 11: Then specify the discount structure and save the changes
Step 12: Then go to transactions menu then open the voucher such as sale,purchase etc
Step 13: Then you can create the voucher and specify the discount as required from there
Is there any way to set a default print format and No. of copies while printing invoice ?
To set a default print format and No. of copies while printing invoice 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: Select Y on “Print Sales Invoice After Saving” after that a configure tab appears.
Step 4: In the Printing Details window you can select the required format in ‘Printing Invoice Format 1”.
Step 5: Select Y on ”Specify Default No. of Copies” and can mention No. of Copies as required
Step 6: If you want no one can change No. of Copies while printing then select Y on “Can Change No. of Copies”.
Step 7: If you don't want to see printing formats other than the default format while printing then select Y on “Freeze Invoice Format”.
How does the willing shipping address work in BUSY?
To use the billing shipping feature in BUSY, follow these steps:
1.Enable the Billing shipping feature
Step 1: Go to the administration menu and select configuration from it.
Step 2: In the configuration menu select voucher series configuration.
Step 3 Then select the relevant voucher and its series then click on voucher configuration.
Step 4: Then in the voucher configuration window mention Y on the separate billing shipping details.
2.Use of billing shipping at voucher entry.
Step 1:Go to transaction then select the required voucher type like sales, purchase, sale return etc.
Step 2:Click on Add option and create the invoice with required details.
Step 3:While saving the invoice, the Billing Shipping window will appear where you need to specify the GST report basis to appear data in gst report then mention the shipping address in its relevant field and save the invoice.
How can i made settlement adjustment during sales voucher entry in BUSY?
To made settlement adjustment during sales voucher entry in BUSY, first you need to enable the settlement feature by follow the below steps:
Step 1: Go to administration then click on configuration menu
Step 2: Choose voucher series configuration and select sales.
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 click on sales voucher enrty.
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.
How can I add more details of item in sales orders and invoices?
If you want to add more details for each item in your vouchers, you can use the item-wise description feature. To enable this feature, 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 that you want to apply the discount for, such as sale, purchase, etc. Then, select the voucher series and click on Voucher Configuration.
Step 3: You will see the Item-wise Description feature. Set it to Y to enable it. By default, you can enter up to 4 lines of description for each item. You can increase this limit up to 20 lines if needed.
Step 4: Now, when you create an invoice, you can enter the addtional information for each item after entering the item details.
How can I prevent the software from showing incorrect bill numbers?
To prevent the software from showing incorrect bill numbers then set the voucher numbering automatic for the voucher. It will automatically pick the correct number.
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.
