Frequently Asked Questions

In BUSY we can only see bank statment, we cant reconcile it. To reconcile your bank statement in BUSY, you can follow these Steps:
Step 1 : Click on display
Step 2 : Bank reconciliation
Step 3 : Show all enteries
Step 4 : Select your bank and open report
Step 5 : Check and clear entry by shortcut key "F4"
Step 6 : After that can check reconciliation statement

To carry last year uncleared entries to current financial year, you need to follow these steps:
Step 1: Go to last financial year then go to administration menu then select change financial year option.
Step 2: Select carry bank reconciliation entries to then click on start button.
Step 3: After complete the process change financial year again and check the uncleared entries in current financial year.

To identify any mismatch in the bank reconciliation, you can view the bank reconciliation statement and match with yout actual statement. To know how to check this report follow the below steps:
Step 1: Go to display menu then select bank reconciliation option and click on bank reconciliation statement.
Step 2: Select the bank account and enter the date range then open the report.

To mention the clearing date for the bank reconciliation in BUSY follow below steps:
Step 1: Go to display option then select bank reconciliation option.
Step 2: Then select the show all entries then mention the account name and date range for reconciliation.
Step 3: After opening the account for bank reconciliation press F4 key for clearing date for the entry in bank reconciliation.

To check the clearing date of a bank entry in BUSY, you need to follow these steps:
Step 1: Go to display menu then select bank reconciliation option and click on show cleared entries.
Step 2: Select your bank account then enter date range and open the report.
Step 3: After opening it you will see all the cleared entries with the clearing date.

To unclear bank entry in Bank reconciliation, follow these steps:
Step 1: Go to display section then click on bank reconciliation option
Step 2: Click on show cleared entries then specify the bank account and date range and open the report.
Step 3: Select the required entry and then press f4 shortcut key, then specify the N for clear entry and save the window.

Yes, you can see all uncleared entries of your bank by following these steps:
Step 1: Go to display menu then select bank reconciliation option and click on show uncleared entries.
Step 2: Select your bank account then enter date range and open the report.
Step 3: After opening it you will see all uncleared entries which you can also clear by pressing F4.

The Bank Reconciliation statement shows the entries of deposits and issue that you have made. If you want to edit a deposit entry, you can click on it and see all the receipt vouchers related to it. You can then open the voucher that you want to change and make the necessary modifications. After that, you can save the voucher again.

BUSY has a option of Bank Reconciliation, to view that reports follow these steps:
 Step 1: Go to Display menu and click on Bank Reconciliation.
 Step 2: Here, you can select the report among these, Show All Enteries, Show Uncleared Entries, Show Cleared Entries and Reconciliation Statement.
 Step 3: Enter you month date range and can see the data.

If you want to see your bank statements in BUSY please follow these steps:
Step 1: Go to display menu
Step 2: Then click on bank reconciliation report 
Step 3: By viewing this report you can access your bank relate entries in BUSY
Step 4: Apart from that you can also check ledger of the bank accounts to view the bank entries