Frequently Asked Questions

If you are using bill by bill feature in BUSY, then you reconcile generated invoices with payment received by using these steps:
Step 1: Go to the Display menu and click on Account Books.
Step 2: Select Account Registers(Standard) and Choose Sales Register.
Step 3: You can filter the report by party as One Party, All Parties, Selected Parties or Group of Parties.
Step 4: Enter the date range and set Y on Show Payment / Receipt Details.
Step 5: This report will show you the reciept payment amount with status.
Step 6: Also which bill payment is pending it will show in red color.
Alternatively you can also view Bills Receivable report from outstanding analysis to check bill wise oustanding.

If monthly sales report is lower compared to account register or there is a any mismatch in your data please follow given below steps:
 Step 1: Check you have selected correct date range while opening the report
 Step 2: Make sure All the entries should be correct
 Step 3: Check the data in short range and find the date from where it is showing mismatch
 Step 4: Then try to find that entry that is causing mismatch in data
 Step 5: Afterwards correct the entries accordingly and check
 Step 6: If same issue persist run update master balance from house-keeping menu but make sure you have the latest backup of your data and proceed

To reflect credit note in ledger automatically in BUSY you can follow the steps. 
 Step 1. Go to administration menu click 
 Step 2. Configuration click 
 Step 3. Features or options click 
 Step 4. Accounts tab click 
 Step 5. You will get an option in left side posting in accounts through sales return and purchase return 
 Step 6. Enable that option 
 Now you can check the credit note details in ledger if still same issue then you can follow these process 
 Step 1. Resave the vouchers. 
 Step 2. Make sure all the necessary details, such as the customer/vendor name, invoice number, and amount, are correctly entered.

To enter cash and bank book entries on a daily basis in accounting software, follow these steps:
 1. Open the accounting software and navigate to the cash or bank book section. 
2. Select the option to create a new entry or transaction. 
3. Enter the date of the transaction, usually the current date.
 4. Specify whether it is a cash or bank transaction. 
5. Enter the details of the transaction, such as the amount, description, and any relevant account codes.
 6. Save the entry and repeat the process for each daily transaction. 
7. Ensure that the entries are accurate and balanced before finalizing them.
8. And check daily summary for cash or bank from display

To check your account balance and transaction history in BUSY, you can follow these steps:
 Step 1 : Open BUSY and log in to your account.
 Step 2 : Click on display
 Step 3 : In Account books Select the "Account Ledger" or "Account Summary" report.
 Step 4 : Choose the desired account for which you want to check the balance and transaction history.
 Step 5 : Set the date range for the transactions you want to view.
 Step 6 : Click on the "Generate" or "View" button to generate the report.
 Step 7 : The report will display the account balance and transaction history for the selected account within the specified date range.

Some key features like adding custom fields may be missing in your version of BUSY due to limitations or restrictions in that particular version.if is about custom column option then in certain reports you can not add column such as balance sheet,profit and loss etc.it is also depend on Model that your are using it should be Standard or Enterprise as in Basic Model Custom column option is not available only columnar report option is avaialable for some reports and these are Accounts Register,inventory Register,Cash or Bank Book,Stock status,Party Item Analysis and Parameter Stock Status.Make sure if you add custom column in report then it should be login from Super user of Your company.

You can access various reports related to sales, purchases, inventory, etc. in BUSY by following these steps:
 Step 1: Open BUSY and select the company you want to work with. Then, go to the Display tab on the top menu bar.
 Step 2: Under the Display tab, select Account Books and then click on Account Registers (Standard). This will open a list of different reports that you can choose from, such as sales register, purchase register, etc.
 Step 3: To view the inventory status of your items, go back to the Display tab and select Stock Status. This will show you the current stock position of your items along with their rates and values.

To see the bifurcated report for the tax amount, but the software is not splitting it correctly into the two amounts, you need to check the below steps:
 Step 1: Go to Display, then select Account Books.
 Step 2: then select Account Registers (standard), then select Sales Register, then select all sales types.
 Step 3: then select All parties, then select the sales registered date range for which you want to see the bifurcated report.
 Step 4: In that, you will find the option to show bifurcation of amounts. Set Yes to this option.
 Step 5: and then press F2 or OK to load the report; it will show the bifurcated tax amount.

To ensure that both purchase invoice entries are displayed in BUSY, please check the following:
 1. Verify that both entries have been saved correctly. Double-check if you have saved the second entry properly.
 2. Check the filters or search criteria applied in the software. Make sure that the filters are not excluding the second entry from being displayed. Adjust the filters if necessary.
 3. Confirm that the date range selected for viewing the entries includes the date of the second purchase invoice. Expand the date range if needed.
 If the issue persists, it is recommended to reach out to BUSY's customer support for further assistance in troubleshooting the problem.

If your credit notes is not getting reflected in the sales register then follow the steps 
 1 Go to administration menu and click on configuration then click on feature 
 2 click on accounts and enable posting in accounts through sales return and purchase return option 
 and save 
 3 Go to the sale return bvoucher and open it in modify mode tag original sale voucher details 
 then adjust the bill reference with original sale voucher 
 4 go to display menu and click on account books then click on account register standard 
 then click on sale register select all sale type all party then fill period and ok