Frequently Asked
Questions

Q: How do I record onaccount entries properly in BUSY

BUSY to check and adjust bills with missing or pending references. Here's a more detailed breakdown of the steps you mentioned: Step 1 :Log in to your BUSY. Step 2 :Look for the option to generate an Outstanding Analysis Reportor a similar report that displays information about unpaid or outstanding bills. Step 3 :Within the Outstanding Analysis Report, there should be an option to access an On-Account Entry Reportor a similar report. Step 4 :Open the On-Account Entry Report to view the list of bills or invoices with missing or pending references. Step 5 :Maintain clear documentation of the adjustments made to each bill, including the date, user responsible for the modification, and the nature of the references added. Step 6:Once you have adjusted all the bills with missing or pending references, exit the On-Account Entry Report or return to the main menu or report section.

Q: How do I adjust an onaccount entry in BUSY

BUSY to check and adjust bills with missing or pending references. Here's a more detailed breakdown of the steps you mentioned: Step 1 :Log in to your BUSY. Step 2 :Look for the option to generate an Outstanding Analysis Reportor a similar report that displays information about unpaid or outstanding bills. Step 3 :Within the Outstanding Analysis Report, there should be an option to access an On-Account Entry Reportor a similar report. Step 4 :Open the On-Account Entry Report to view the list of bills or invoices with missing or pending references. Step 5 :Maintain clear documentation of the adjustments made to each bill, including the date, user responsible for the modification, and the nature of the references added. Step 6:Once you have adjusted all the bills with missing or pending references, exit the On-Account Entry Report or return to the main menu or report section.

Q: How do I record payments received against invoices in BUSY

In BUSY, you can record customer payments and adjust them against specific bills using the following steps: Step 1 :Launch the BUSY and log in to your account. Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. Step 3 :Fill in Receipt Details: In the Receipt Entry form, you need to provide the following information: Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.). Narration. Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against. Step 5 : create a payment entry or adjust against an invoice. Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry. Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

Q: How do I record a payment received from a customer against an outstanding invoice

In BUSY, you can record customer payments and adjust them against specific bills using the following steps: Step 1 :Launch the BUSY and log in to your account. Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. Step 3 :Fill in Receipt Details: In the Receipt Entry form, you need to provide the following information: Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.). Narration. Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against. Step 5 : create a payment entry or adjust against an invoice. Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry. Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

Q: How do I record customer payments and adjust against bills in BUSY

In BUSY, you can record customer payments and adjust them against specific bills using the following steps: Step 1 :Launch the BUSY and log in to your account. Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. Step 3 :Fill in Receipt Details: In the Receipt Entry form, you need to provide the following information: Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.). Narration. Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against. Step 5 : create a payment entry or adjust against an invoice. Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry. Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

Q: How do I apply a payment to an open invoice in BUSY

In BUSY, you can record customer payments and adjust them against specific bills using the following steps: Step 1 :Launch the BUSY and log in to your account. Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. Step 3 :Fill in Receipt Details: In the Receipt Entry form, you need to provide the following information: Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.). Narration. Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against. Step 5 : create a payment entry or adjust against an invoice. Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry. Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

Q: How do I enter a payment that has been received into BUSY

In BUSY, you can record customer payments and adjust them against specific bills using the following steps: Step 1 :Launch the BUSY and log in to your account. Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. Step 3 :Fill in Receipt Details: In the Receipt Entry form, you need to provide the following information: Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.). Narration. Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against. Step 5 : create a payment entry or adjust against an invoice. Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry. Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

Q: How do I properly set up and use accounts receivable (AR) features in BUSY?

In BUSY, We have Bill by Bill feature which is used to Create and Adjust the party references in the voucher. Track Accordingly from Outstanding Report that for which voucher the amount is pending from the party. Pls Follow the Below Steps : Step 1: Administration Step 2: Configuration Step 3: Features and Options Step 4: Account Step 5: Enable the Bill by Bill Feature Step 6: Open the Account Master and Enable the Bill by Bill. Step 7: During Purchase Voucher, Create the Reference Step 8: In Payment Voucher, Adjust that reference Outstanding Analysis Option. Pls Follow Below Steps : Step 1: Display Step 2: Outstanding Reports Amount Receivable and Amount Payable - Here can check customer data with outstanding balance amount. Bills Receivable and Bills Payable : Here can check customer voucher according to References.

Q: How do I filter statements based on outstanding amount?

To print Statement of A/C with filter on outstanding amount can follow these steps: Step 1: Open BUSY and select the company you want to work with. Then, go to the Print / Email / SMS tab on the top menu bar and click on Outstanding Analysis. Step 2: Here you will find an option of Statement of A/C and select Standard / T- Format as required. Step 3: Now you can select Group of Accounts / Selected Accounts as needed and choose Yes on Print Covering Letter With Statement of A/C ? Step 4: You can use the option named "Print for Accounts having Balance" to filter the accounts that have a certain amount of balance. You can enter the amount in the field next to the option and click on Print. This will print only the accounts that match your criteria.

Q: How do I apply payments to outstanding bills in BUSY

In BUSY, you can record customer payments and adjust them against specific bills using the following steps: Step 1 :Launch the BUSY and log in to your account. Step 2 :locate and select the Payment Voucher Step 3 :Fill in Payment Details: In the Receipt Entry form, you need to provide the following information: Party Name,Payment Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.). Narration. Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against. Step 5 : create a payment entry or adjust against an invoice. Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry. Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

Find Solutions to Common Issues Related to accounting-reports - outstanding analysis

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Dealer Complaint/Issues

How do I record onaccount entries properly in BUSY

BUSY to check and adjust bills with missing or pending references. Here's a more detailed breakdown of the steps you mentioned:
Step 1 :Log in to your BUSY.
Step 2 :Look for the option to generate an Outstanding Analysis Reportor a similar report that displays information about unpaid or outstanding bills.
Step 3 :Within the Outstanding Analysis Report, there should be an option to access an On-Account Entry Reportor a similar report. 
Step 4 :Open the On-Account Entry Report to view the list of bills or invoices with missing or pending references. 
Step 5 :Maintain clear documentation of the adjustments made to each bill, including the date, user responsible for the modification, and the nature of the references added.
Step 6:Once you have adjusted all the bills with missing or pending references, exit the On-Account Entry Report or return to the main menu or report section.

How do I adjust an onaccount entry in BUSY

BUSY to check and adjust bills with missing or pending references. Here's a more detailed breakdown of the steps you mentioned:
Step 1 :Log in to your BUSY.
Step 2 :Look for the option to generate an Outstanding Analysis Reportor a similar report that displays information about unpaid or outstanding bills.
Step 3 :Within the Outstanding Analysis Report, there should be an option to access an On-Account Entry Reportor a similar report. 
Step 4 :Open the On-Account Entry Report to view the list of bills or invoices with missing or pending references. 
Step 5 :Maintain clear documentation of the adjustments made to each bill, including the date, user responsible for the modification, and the nature of the references added.
Step 6:Once you have adjusted all the bills with missing or pending references, exit the On-Account Entry Report or return to the main menu or report section.

How do I record payments received against invoices in BUSY


In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. 
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.
Step 5 : create a payment entry or adjust against an invoice. 
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

How do I record a payment received from a customer against an outstanding invoice


In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. 
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.
Step 5 : create a payment entry or adjust against an invoice. 
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

How do I record customer payments and adjust against bills in BUSY


In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. 
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.
Step 5 : create a payment entry or adjust against an invoice. 
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

How do I apply a payment to an open invoice in BUSY


In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. 
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.
Step 5 : create a payment entry or adjust against an invoice. 
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

How do I enter a payment that has been received into BUSY


In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption. 
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.
Step 5 : create a payment entry or adjust against an invoice. 
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

How do I properly set up and use accounts receivable (AR) features in BUSY?

In BUSY, We have Bill by Bill feature which is used to Create and Adjust the party references in the voucher. Track Accordingly from Outstanding Report that for which voucher the amount is pending from the party.
 Pls Follow the Below Steps :
 Step 1: Administration
 Step 2: Configuration
 Step 3: Features and Options
 Step 4: Account
 Step 5: Enable the Bill by Bill Feature
 Step 6: Open the Account Master and Enable the Bill by Bill.
 Step 7: During Purchase Voucher, Create the Reference
 Step 8: In Payment Voucher, Adjust that reference
 Outstanding Analysis Option. Pls Follow Below Steps :
 Step 1: Display
 Step 2: Outstanding Reports 
 Amount Receivable and Amount Payable - Here can check customer data with outstanding balance amount.
 Bills Receivable and Bills Payable : Here can check customer voucher according to References.

How do I filter statements based on outstanding amount?

To print Statement of A/C with filter on outstanding amount can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Print / Email / SMS tab on the top menu bar and click on Outstanding Analysis.
Step 2: Here you will find an option of Statement of A/C and select Standard / T- Format as required.
Step 3: Now you can select Group of Accounts / Selected Accounts as needed and choose Yes on Print Covering Letter With Statement of A/C ?
Step 4: You can use the option named "Print for Accounts having Balance" to filter the accounts that have a certain amount of balance. You can enter the amount in the field next to the option and click on Print. This will print only the accounts that match your criteria.

How do I apply payments to outstanding bills in BUSY

In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Payment Voucher
Step 3 :Fill in Payment Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Payment Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.
Step 5 : create a payment entry or adjust against an invoice. 
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.

Frequently AskedQuestions