Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher series configuration
How can I maintain the description of an item in the database for future use?
You can maintain the description of an item in the BUSY by following these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on voucher series configuration after that select the voucher such as sale,purchase etc
Step 3: Select the series and click on voucher configuration button
Step 4: Then select item wise description option as Y to disable it and save the changes after that click on configure button
Step 5: Afterwards specify the number of description and specify other fields as required and click on ok button and save the changes
Step 6: Go to transactions menu to create a new invoice after that whenever you you will create the voucher you will see description option for each of the item
How can I avoid voucher duplicacy in BUSY?
To avoid duplicate vouchers in BUSY, you can configure automatic voucher numbering by follow these steps:
To change your voucher numbering to manual follow these steps:
Step 1: Go to administration menu then click on configuration option
Step 2: Then click on voucher series configuration and select the required voucher type like sales, purchase etc.
Step 3: After choose the voucher type, select its series and then click on voucher numbering option appear at rights side of screen.
Step 4: Specify Automatic in numbering Type and the configure the setting by specify prefix, suffix, starting number etc.
Step 5: Save the voucher numbering option and click on no for renumber all voucher for particular series.
Note: Please ensure that you have a latest backup of your data before following above steps.
I want to add custom fields like PO number and delivery date to BUSY invoices. How can I do this?
To enter PO number and delivery date in vouchers, you can use voucher optional field feature in BUSY. To configure it follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Voucher Series Configuration and choose the voucher type such Sales, Purchase, etc.
Step 3: Select the series and click on Voucher Configuration.
Step 4: Mention the No of optional field as 2 and configure it with the field name as PO No. and Deliver Date then save.
Now, when you enter the voucher can enter PO No. in the optional field.
The PO Number and Delivery will be print on the header part of standard format automatically. Further if you have any customize format then you to contact them with you customize it.
I am unable to find the place to define the PO number in the voucher in BUSY. Please guide.
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 PO 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 PO number.
Why am I unable to configure voucher series in BUSY or why is the option not appearing?
If you can't see the voucher series configuration tab, it means you are logged in as a sub user with limited access. To enable this option, follow these steps:
Step 1: Firstly you have to login your company with super user login credentials.
Step 2: Now Go to Administration then click on user tab
Step 3: Afterward , Click on modify option and select the required user master
Step 4: Here you need to navigate at top right side in menu rights and expand the administration and then configuration tab
Step 4: Now check on voucher configuration option and save the user configurations
Step 5: Finally login the same company with sub user and check the voucher configuration option under configuration tab.
Why am I unable to access or validate certain features/options in BUSY? What can I do to get access?
If you are unable to access Features and Options in BUSY,it may be the reason is you are a sub user
And you are running your company by login in as a sub user,To access features and options,you will need to log in as an admin user and grant rights,you need to follow these steps:
Step 1:First you have to Login your company as admin user,
Step 2:Go to Administration menu,
Step 3:click users,
Step 4:Open that user in modify mode,
Step 5:Go menu rights,
Step 6:Click Administration,then click configuration,then check the check box of Feature and option,give rights,then save this comfiguration.
Step 7:Now you can re login as sub user again then check features and options tab will be shown.
The software automatically enables the print option after saving a voucher. How can I disable this feature?
If the software automatically prints after saving a voucher, and you want to turn this feature off, here's how you can do it:
Step 1: First, figure out which voucher you want to disable the auto-print feature for.
Step 2: Go to the administration section and select configuration. Then, choose voucher series configuration and pick the specific voucher series you're interested in. For example, if you're dealing with sales vouchers, select the series you're using (e.g., main).
Step 3: In the chosen series, navigate to the voucher configuration option. On the right side of the screen, you'll find the print sales invoice after saving option. You can disable this option to stop the software from automatically printing after saving the voucher.
One series sale vouchers are not reflected in the sales register. What could be the reason?
Voucher Series Group
By using voucher series groups, we can check reports of all those series those are tagged in that voucher series group.
If One series sale vouchers are not reflected in the sales register follow the below steps:
Step 1: Go to Administration ⇒ Configuration ⇒ Voucher Series Configuration.
Step 2: Click on voucher series group option.
Step 3 : Select name of the voucher series group.
Step 4 : Check the series of those vouchers are not showing in the report. Is it tagged in it or not?
Step 5: If not then need to tag voucher series into that voucher series group.
Step 6: Then open the report by selecting the name of that voucher series group. All entries of that series will reflect in it.
How can we configure auto round off in sales invoice?
To enable the auto round off feature in sale invoice in BUSY then you need to follow the below steps:
Step 1: Go to administration then click on confiuration
Step 2: Select the Voucher series configuration menu tehn click on Sales voucher tab
Step 3: Now, select the required sales series and click on Voucher configuration tab that appear in right side of screen
Step 4: Navigate at top right side of screen and Specify Y to enable Auto round off Final amt. feature
Step 5: Next , Click on configure tab then select the automatic option and mention the round off Bill sundry in Bill sundry fields.
Step 6: At last save the configuration , Auto round off configuration is complete.
Why are the settlement details not getting captured when I make a new sales invoice?
If the account settlement detail configuration not reflecting in sales invoices Follow these Steps:
1.Go to the Administration Select Configuration Then click on Features & options.
2.Then Click on Voucher Configuration Then Select The Voucher Type & Click on the Series .
3.Then enable Settlement Deatils & Add your Accounts.
4.Then in Caption Write The Names i.e Cash, UPI, Paytm, Googlepay Etc.
5.If you want the effect in the account ledger, press 'Y' on 'Post Settlement Data' along with the party data.
6.Then enter the transaction in the series for which you enabled the settlement option.
7.When you save the voucher, the Settlement Window will appear so you can enter the amount in that window.
