Frequently Asked
Questions

Q: What is the procedure to adjust an incorrect or unlinked customer payment

To adjust an incorrect or unlinked customer payment, you typically follow these steps: Step 1. Open your accounting software or financial management system. Step 2. Locate the transaction you want to record the partial payment or adjustment for. Step 3. Edit the transaction details to reflect the partial payment or adjustment amount. Step 4:In the payment section, you should be able to specify the amount of the partial payment you are receiving. Step 5 :Often, you will see a field where you can allocate or apply the payment to specific invoice items. Step 6 :Ensure that the payment date is accurate and matches the date when you received the partial payment. Step 7:Once you've entered the partial payment amount and allocated it to the invoice, save the changes.

Q: How can I remove an incorrect payment linkage or adjustment

If you need to remove an incorrect payment linkage or adjustment in your accounting records, you should follow a systematic approach to maintain accurate financial records. Here are the steps to remove an incorrect payment linkage or adjustment: Step 1 :Carefully review your accounting records to identify the specific incorrect payment linkage or adjustment. Step 2 :Determine whether it's a simple data entry mistake, an incorrect allocation, or a more complex issue. Step 3 :Refer to your company's accounting policies and guidelines to understand the correct procedure for removing incorrect linkages or adjustments. Step 4 :Before making any changes, back up your accounting data. Step 5 :Locate the payment or adjustment entry that contains the incorrect linkage. This may be in your accounting software or ledger.

Q: How do I reconcile invoices with payments received 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: Im having trouble understanding how to enter references and adjustments in BUSY Can you explain the proper way to do this

Entering references and adjustments in BUSY involves accurately recording transactions, such as bill references, adjustments, or corrections. Here's a step-by-step guide on how to do this properly: Step 1 :Choose the appropriate transaction type, such as a sales invoice, purchase invoice, receipt, or payment. Step 2 :Enter all relevant transaction details, including date, party name, item or service details, quantities, prices, and amounts Step 3 :Enter the reference number or identifier that links this transaction to a specific invoice or document. Step 4 :In the adjustment entry screen, you may have the option to enter a reference that links this adjustment to the original transaction. This helps track the relationship between the two Step 5 :Review the adjustment details to ensure they accurately reflect the correction or change.

Q: Why cant I see some bills under Due in Outstanding Analysis report in BUSY

If you are experiencing issues with the due bill report in BUSY software, there could be several reasons why due bills are not appearing as expected. Here are some steps you can follow to open report and resolve the issue Step 1 Fist modify account master and check MAINTAIN BILL BY BILL BALANCING is enable or not Step 2 It should be enabled Step 3 Now modify the transaction and check bill references must be created in transaction Step 4 Go on display Step 5 Click on outstanding analysis Step 6 Click on bill receivable or payable Step 7 While opening report there is a option TYPE OF ENTRRIES TO BE CONSIDERED select here DUE Step 8 Select date range properly and check

Q: How to check total pending and received amounts for all parties 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 SalesVoucher, Create the Reference Step 8: In Receipt 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 modify the opening balance for a ledger in BUSY

To modify the opening balance for a ledger in BUSY, you can follow these steps: 1. Open BUSY software and log in to your account. 2. Go to the "Accountsmenu and select "Ledgerfrom the dropdown. 3. Search for the ledger for which you want to modify the opening balance. 4. Double-click on the ledger to open its details. 5. In the ledger details, you will find an option to modify the opening balance. 6. Enter the new opening balance and save the changes. 7. The opening balance for the ledger will be modified accordingly. Please note that the exact steps may vary slightly depending on the version of BUSY software you are using. It is recommended to refer to the BUSY user manual or contact their support for detailed instructions.

Q: Stock Aging Report opening Very Slow?

Stock Ageing Report Opening Very slowly, you need to follow the below reasons: 1. Take a backup and re-index the database. 2. Make sure you are using the updated version, and if any release updates or statutory updates are pending, then install them. 3. You need to check that your drive has sufficient space to run. 4. Check and close any unnecessary background programmes, freeing up disc space on your computer. 5. Set the compatibility of BUSY.exe. 6. Go to the start menu and write UAC (User account control setting) and set the same to Never NotiFinancial Year. 7. Restart the system and check the speed issue now. 8: Disable any antivirus or firewall temporarily to check if they are causing the slowdown. 9: Provide rights to the BUSY Win folder.

Q: The due date is showing the wrong date It is showing the date we created the invoice instead of the due date entered How can I fix this

If your accounting software is displaying the wrong due date on invoices and showing the date of invoice creation instead of the due date you entered, it's important to address this issue promptly to ensure accurate financial records. Here are steps to help you fix this problem: Step 1 :Start by reviewing the settings and preferences related to invoice generation in your accounting software. Step 2 :Double-check that you are entering the correct due dates when creating invoices. Step 3 :For invoices that currently display the wrong due date, you may need to edit and correct them individually. Step 4 :If the problem persists and you've exhausted your troubleshooting efforts, consider reaching out to the customer support team of your accounting software provider.

Q: How can we check the Bills receivable report of Pending sales invoice? where can i view cancelled invoice report?

To check the Bills receivable report of pending sales invoice in BUSY, follow these steps: Step 1: Go to Display section then click on Outstanding analysis report. Step 2: Choose the Bills receivable option then you can select the party as per requirement. Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report. To check the cancelled invoice report, follow these steps: Step 1: Go to Display section then click on Outstanding analysis report. Step 2: Choose the Check list menu then select the voucher numbering reports. Step 3: Select the Cancelled Voucher Numbers option, choose the voucher type and set the date range. Then, click on the OK button/tab to view the report.

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What is the procedure to adjust an incorrect or unlinked customer payment

To adjust an incorrect or unlinked customer payment, you typically follow these steps:
Step 1. Open your accounting software or financial management system.
Step 2. Locate the transaction you want to record the partial payment or adjustment for.
Step 3. Edit the transaction details to reflect the partial payment or adjustment amount.
Step 4:In the payment section, you should be able to specify the amount of the partial payment you are receiving. 
Step 5 :Often, you will see a field where you can allocate or apply the payment to specific invoice items. 
Step 6 :Ensure that the payment date is accurate and matches the date when you received the partial payment. 
Step 7:Once you've entered the partial payment amount and allocated it to the invoice, save the changes.

How can I remove an incorrect payment linkage or adjustment


If you need to remove an incorrect payment linkage or adjustment in your accounting records, you should follow a systematic approach to maintain accurate financial records. Here are the steps to remove an incorrect payment linkage or adjustment:
Step 1 :Carefully review your accounting records to identify the specific incorrect payment linkage or adjustment. 
Step 2 :Determine whether it's a simple data entry mistake, an incorrect allocation, or a more complex issue.
Step 3 :Refer to your company's accounting policies and guidelines to understand the correct procedure for removing incorrect linkages or adjustments. 
Step 4 :Before making any changes, back up your accounting data. 
Step 5 :Locate the payment or adjustment entry that contains the incorrect linkage. This may be in your accounting software or ledger.

How do I reconcile invoices with payments received 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.

Im having trouble understanding how to enter references and adjustments in BUSY Can you explain the proper way to do this


Entering references and adjustments in BUSY involves accurately recording transactions, such as bill references, adjustments, or corrections. Here's a step-by-step guide on how to do this properly:
Step 1 :Choose the appropriate transaction type, such as a sales invoice, purchase invoice, receipt, or payment.
Step 2 :Enter all relevant transaction details, including date, party name, item or service details, quantities, prices, and amounts
Step 3 :Enter the reference number or identifier that links this transaction to a specific invoice or document.
Step 4 :In the adjustment entry screen, you may have the option to enter a reference that links this adjustment to the original transaction. This helps track the relationship between the two
Step 5 :Review the adjustment details to ensure they accurately reflect the correction or change.

Why cant I see some bills under Due in Outstanding Analysis report in BUSY

If you are experiencing issues with the due bill report in BUSY software, there could be several reasons why due bills are not appearing as expected. Here are some steps you can follow to open report and resolve the issue
 Step 1 Fist modify account master and check MAINTAIN BILL BY BILL BALANCING is enable or not
 Step 2 It should be enabled
 Step 3 Now modify the transaction and check bill references must be created in transaction
 Step 4 Go on display
 Step 5 Click on outstanding analysis
 Step 6 Click on bill receivable or payable
 Step 7 While opening report there is a option TYPE OF ENTRRIES TO BE CONSIDERED select here DUE
 Step 8 Select date range properly and check

How to check total pending and received amounts for all parties 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 SalesVoucher, Create the Reference
Step 8: In Receipt 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 modify the opening balance for a ledger in BUSY

To modify the opening balance for a ledger in BUSY, you can follow these steps:
1. Open BUSY software and log in to your account.
2. Go to the "Accountsmenu and select "Ledgerfrom the dropdown.
3. Search for the ledger for which you want to modify the opening balance.
4. Double-click on the ledger to open its details.
5. In the ledger details, you will find an option to modify the opening balance.
6. Enter the new opening balance and save the changes.
7. The opening balance for the ledger will be modified accordingly.
Please note that the exact steps may vary slightly depending on the version of BUSY software you are using. It is recommended to refer to the BUSY user manual or contact their support for detailed instructions.

Stock Aging Report opening Very Slow?

Stock Ageing Report Opening Very slowly, you need to follow the below reasons:
1. Take a backup and re-index the database.
2. Make sure you are using the updated version, and if any release updates or statutory updates are pending, then install them.
3. You need to check that your drive has sufficient space to run.
4. Check and close any unnecessary background programmes, freeing up disc space on your computer.
5. Set the compatibility of BUSY.exe.
6. Go to the start menu and write UAC (User account control setting) and set the same to Never NotiFinancial Year.
7. Restart the system and check the speed issue now.
8: Disable any antivirus or firewall temporarily to check if they are causing the slowdown.
9: Provide rights to the BUSY Win folder.

The due date is showing the wrong date It is showing the date we created the invoice instead of the due date entered How can I fix this

If your accounting software is displaying the wrong due date on invoices and showing the date of invoice creation instead of the due date you entered, it's important to address this issue promptly to ensure accurate financial records. Here are steps to help you fix this problem:
Step 1 :Start by reviewing the settings and preferences related to invoice generation in your accounting software. 
Step 2 :Double-check that you are entering the correct due dates when creating invoices. 
Step 3 :For invoices that currently display the wrong due date, you may need to edit and correct them individually.
Step 4 :If the problem persists and you've exhausted your troubleshooting efforts, consider reaching out to the customer support team of your accounting software provider.

How can we check the Bills receivable report of Pending sales invoice? where can i view cancelled invoice report?

To check the Bills receivable report of pending sales invoice in BUSY, follow these steps:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the Bills receivable option then you can select the party as per requirement.
Step 3: A window will appear, Select Pending for type of entries to be considered and Press on OK tab and view the report.
To check the cancelled invoice report, follow these steps:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the Check list menu then select the voucher numbering reports.
Step 3: Select the Cancelled Voucher Numbers option, choose the voucher type and set the date range. Then, click on the OK button/tab to view the report.

Frequently AskedQuestions