Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
The round off amount is being calculated incorrectly. What could be the reason for this? How can I fix it?
If the round-off amount is being calculated incorrectly, follow these steps.
Step 1. If you have enabled the auto round-off option, go to Administration, select Configuration, and click on Voucher Series Configuration.
Step 2. Choose the Voucher Type, click on the Series, and then select Voucher Configuration.
Step 3. Click on 'Configure Auto Round Off Final Amount' and check the bill sundry settings in 'Bill Sundry (Upper),' 'Bill Sundry (Lower),' and 'Round Off Nearest To,' i.e., if you select '1,' it will round off under Step 1.
Step 4. If you are facing round-off issues in TDS/TCS, go to Administration, select Configuration, and click on Features & Options.
Step 5. Then click on TDS/TCS, select the 'Amount Round Off' options, and check your selection.
My voucher numbers are not in sequence. How can I correct the numbering sequence in BUSY?
If your voucher numbers are not in sequence, then you can correct them by following steps:
Step 1: Go to Administration and click on configuration.
Step 2: Select Voucher Series Configuration and the choose the voucher type such as Sales, Purchase, etc.
Step 3: Select the voucher series and click on voucher numbering.
Step 4: Set the Numbering Type as Manual and enter the voucher numbers manually for each voucher.
Step 5: Set the Numbering Type as Automatic and enter the prefix, suffix and starting number for the vouchers.
Step 6: Click on OK and then click on Yes when asked to renumber the vouchers. This will arrange the voucher numbers in sequence automatically.
Note: Take latest backup of your data before make any changes in the voucher numbering.
How do I set automatic voucher numbering in the sales invoice?
To set automatic voucher numbering in the sales invoice, you can follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to Administration and click on configuration.
Step 3: Choose the Voucher Series Configuration option and select the voucher type of which you want to configure the automatic voucher numbering, such as sale, purchase, etc.
Step 4: Then, select the voucher series and click on Voucher Numbering.
Step 5: Choose the Numbering Type as Automatic.
Step 6: After selecting Automatic set the prefix, suffix, and Starting No. as per your needs and click on OK to save the settings. After clicking on OK, a window will appear for renumbering vouchers. Click on the NO option if you do not want to change the voucher numbers of existing vouchers.
How can I add item descriptions during voucher entry in BUSY?
To add item description during voucher entry in BUSY, 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.
Step 5: Now, Go to transaction then select the required voucher and click on add tab.
Step 6: Next, specify the voucher number, series, date, sales type, party name and material center in header part.
Step 7: After specify the item details, item description window will appear. You can specify item description and create the voucher.
How do I setup discount structures in BUSY?
We can apply discount At Item Level and We have to create Discount structure with simpe discount, same nature and with Different Nature in case of compound discount.
Discount with Same Nature : We can add more then one discount with PLUS Sign.
Discount with Different Nature : We can add with maximum 5 Discount with Percentage,absolute amount,Main Qty, Alternate Qty and Packaging Qty.
Pls Follow the Below Steps:
Step 1: Administration
Step 2:Configuration
Step 3: Features and Options
Step 4: Inventory
Step 5: Item Wise Discount Type - Compound Discount
Step 6: Masters
Step 7: Misc Masters
Step 8: Discount Structure create it
Step 3: Voucher Series Configuration
Step 4: Select Voucher Type & Series
Step 5: Voucher Configuration
Step 6: Enable the Item Wise Discount and Select it Discount Nature.
Step 7: During Voucher Entry, Discount window will popup for each Item.
How can I add a mode of payment other than cash in BUSY Accounting Software?
Add a mode of payment other than cash in BUSY For Settlement Details we have to enable it from Voucher Series Configuration for required voucher type.
Please Follow the Below Steps:
Step 1:Go to Administration menu and then select Configuration tab
Step 2: After then select option of Voucher Series Configuration
Step 3: Select the required voucher type and series and click on the Voucher Configuration option
Step 4: And then Enable the Settlement details option
Step 5: Click on Configuration tab and Specify the settlement payment mode and account.
Step 6: After then Enable the required option as per your need
Step 7: During voucher entry, Settlement window will popup after saving the voucher.
Step 8: Can check Settlement wise report under Display Menu.
Step 9: Settlement Details option can be use for Standard and POS.
What is the use of Fix length of numeric part in voucher numbering?
To Fix length of numeric part in voucher numbering follow the below steps:
Step 1: Administration=>Configuration=>Voucher series configuration.
Step 2: Select Voucher type & series then click on voucher numbering option.
Step 3: Select the Voucher numbering ‘Automatic’ then mention the renumbering frequency & embed year as per your requirement.
Step 4: Enable the option ‘Fix length of numeric part and specify the padding details.
Step 5: In padding details, First option ‘Total length of numeric part’ mention the characters of the voucher number you required.
Step 6: In padding details, the second option ’Padding characters’ mention ‘0’.
Step 7: During voucher entry , then voucher number will show with 001. ( for eg. if in the ‘Total length of numeric part’ you have mentioned the 3 characters and in ’Padding characters’ option added 0).
How do I generate a serial or voucher number in BUSY for my invoice?
To generate serial or voucher number in BUSY for your invoice, you can 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 of that you want to set voucher numbering for, such as sale, purchase, etc.
Step 3: Then, select the voucher series and click on Voucher Numbering.
Step 4: Choose the Numbering Type as either Automatic or Manual.
Step 5: If you want to enter voucher number manually the select as Manual and set warning for duplicate and blank voucher numbers as the requirements.
Step 6: For automatic numbering type, set the prefix, suffix, and Starting No. as per your needs and click on OK.
Note: Take backup of your data before making any changes.
I want to change the point of sale configuartions in BUSY. How can I update this?
To configure or change point of sale or POS settings in BUSY,follow these steps
Step 1 Open you company and go to administartion
Step 2 Go to configuration and then select voucher series configuration
Step 3 Now select sale voucher and then series
Step 4 After selecting voucher series under sales voucher,on the right side,select voucher configuration option is higlighted and voucher series configuration window will be highlighted
Step 5 Now on bottom of voucher series configuration window,select configure advanced pos options
Step 6 Now in pos configurations,you can set date,party,sale type,material centre and other fields to fixed,semi vaiable or variable and then save the changes and save the main window
Step 7 Now add sale voucher with pos enabled series,you can changes according to you made
The green vehicle number is not printing on the left side on the invoice as needed in BUSY. What should I do?
If you are unable to find the place to define the PO number in the voucher then please
follow the given steps
Step 1: Go to administration then configuration then voucher series configuration then
select desired voucher type in which you want to mention PO number then
series.
Step 2: Then voucher configuration then No of optioanal fields write down 1 here.
Step 3: Then voucher optional fields configuration window will open where in you
will mention green vehicle number text in the field name column and
select type as text then keep maintain master database N then save.
Step 4: Now, while entering voucher you will get a window of optional fields in which you
will specify green vehicle number.
