Frequently Asked Questions

There could be several reasons why HDFC Bank is not showing up as an option for payment transfer in BUSY. It is possible that BUSY does not have a partnership or integration with HDFC Bank for payment transfers. Another possibility is that there may be a technical issue or temporary unavailability of HDFC Bank as a payment option in BUSY. It is recommended to contact BUSY's customer support or HDFC Bank directly for more information and assistance with this issue.

To update the clearing date for unclear data for bank reconciliation in Bulk, follow the below steps:
Step 1: Go to display section then click on bank reconciliation option
Step 2: Click on show uncleared entries then specify the bank account and date range and open the report.
Step 3: Select the required entries by click on entries with CTRL key and then press f4 shortcut key to clear the entry.
Step 4: Mention the clearing date and specify Y to clear full voucher. 

To fix the error you are encountering when trying to reconcile your bank statement in BUSY, you can try the following steps:
 Step 1 : Double-check the transactions entered in BUSY for any errors or discrepancies.
 Step 2 : Verify that the transactions in BUSY match the transactions on your bank statement.
 Step 3 : Ensure that the correct mapping of transaction categories is applied.
 Step 4 : Look for any duplicate transactions and merge them if necessary.

To properly enter outstanding cheques and deposits in BUSY for reconciliation, follow these steps:
Step 1: Open BUSY and navigate to the relevant Payment/Receipt module.
Step 2: Input the necessary entry with the mode set as Post-Dated Cheque (PDC) and include the PDC Date.
Step 3: Regularize the PDC and update the PDC Date when depositing the cheque into the bank.
Step 4: After the cheque clears, ensure to match the transaction in the bank reconciliation to maintain accurate financial records.

To reconcile bank transactions in BUSY You need to follow the steps 
 Step1 open company and go to display menu and click on bank reconcilation 
 Step2 Click on show uncleared entries and select bank 
 Step3 select date range and date to reconcile 
 Step4 press F4 to clear entries as per bank ststement and fill clearing date box 
 Step5 then go to reconcile statement option under bank reconcilation and match the statement

To edit or change the clearing status of a bank entry through the Bank Reconciliation feature, follow these steps:
 Step 1: Go to Display then select Bank reconciliation menu
 Step 2: Click on show all entries option from menu
 Step 3: Next, select the Bank Account Master, specify the date range, and then click on the Ok button.
 Step 4: Now, You can edit the clearning status of bank entry through F4 shortcut key.

To correct the issue of the software not reflecting the correct bank balance after reconciliation, you can try the following steps. 
 Step 1. Double-check all the transactions entered in the software for any errors or duplicates.
 Step 2. Ensure that the transaction categories are mapped correctly.
 Step 3. Verify that the opening balances in the software match the actual bank statement.
 Step 4. Reconcile the bank statement again, carefully matching each transaction.

If you want to unclear the entry that is showing in cleared you need to follow these steps:
Step 1: Go to display menu
Step 2: Then click on bank reconciliation 
Step 3: Then click on show cleared entries
Step 4: Afterwards select the bank account name and select the date range and open the report
Step 5: Then press F4 shortcut key and select clear entry option as N to unclear it and press enter

You need to manually cross verify the mismatch between the bank reconciliation statement in BUSY and the bank statement report.
 To check the cleared status entries in BUSY for cross verification follow the below steps:
 Step 1: Go to Display and click on Bank reconciliation report
 Step 2: Now, select show cleared entries option 
 Step 3: Choose the required bank account , mention the date range and press on OK tab.

If you want to enable the features of Bank Reconciliation or some other featues then follow the steps.
 Step 1. Open company with super user
 Step 2. Go to Administration menu
 Step 3. Then click on configuration optoin
 Step 4. Now click on Features and Options
 Step 5. Then click on Account button feature.
 Step 6. Now Enable Bank Reconciliation features in bottom of Account feature page then click on save button.