Frequently Asked Questions

In BUSY we have option for Salesman-wise Receivable & Payable reports. To view these reports can follow below steps:
Step 1: Open BUSY and choose the company you want to work with. Then, go to the Display tab and click on Outstanding Analysis.
Step 2: Choose the Salesman-wise Receivables & Payables option and select whether you want to view the report for one salesman or all salesmen. Then, enter the date range and you will see a report of the receivables and payables for each salesman.
Step 3: You can also view various reports filtered by salesman name, such as sale register, purchase register, bill receivables, etc. You can use these reports to analyze the performance and transactions of each salesman.

In BUSY , we have option for Salesman-wise Receivable & Payable reports. To view these reports can follow below steps:
Step 1: Go to the company you want to work with. Then, go to the Display tab and click on Outstanding Analysis.
Step 2: Choose the Salesman-wise Receivables & Payables option and select whether you want to view the report for one salesman or all salesmen. Then, enter the date range and you will see a report of the receivables and payables for each salesman.
Step 3: You can also view various reports filtered by salesman name, such as sale register, purchase register, bill receivables, etc. You can use these reports to analyze the performance and transactions of each salesman.

To configure the logo for a standard invoice in the invoice document printing configuration, follow these step-by-step instructions. To configure BUSY to print the GST number on your invoices and bills, you can follow these steps:
Step 1 : Log in to your invoicing or accounting software.Navigate to the configuration settings for invoices.
Step 2 : Within the configuration settings, look for an option related to Invoice Document Printing .
Step 3 : In the Invoice Document Printing settings, locate and select the option for Standard Invoice.
Step 4: Within the Standard . configuration, you will find options for Company information.Look for the setting as per company creation setting .This option allows you to include the GSTIN on your invoices.

Certainly, here is the step-by-step for generating an outstanding report in BUSY showing amounts owed by date:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :Look for the Displayor Reportssection in the software's menu. 
Step 3 :Within the Display or Reports section, find the option that allows you to generate a report on Amounts Receivable - Payableor Bills Receivable and Payable ,Aging Analysis.
Step 4 :After selecting the report option, you will likely be prompted to specify the date range for the report.
Step 5 :Depending on your needs, you may have the option to customize the report settings. 
Step 6 : This action will prompt the software to generate the outstanding report.

If you forgot to create or adjust bill references while creating the invoice you can follow below methods:
Method 1: Open each bill and create or adjust bill references and save it again.
Method 2: Use a utility for auto adjust references. To use it can follow these steps:
Step 1: Go to Administration and click on Utilities.
Step 2: Select Reference Management and click on Auto Adjust References.
Step 3: Select Bill-wise References and you can select the range All Accounts / Group of Accounts / One Account as required and press.
Step 4: This process will create or adjust bill references for invoices on FIFO basis.
Before doing this process make sure to take latest backup of your data.

Certainly, here is the step-by-step for generating an outstanding report in BUSY showing amounts owed by date:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :Look for the Displayor Reportssection in the software's menu. 
Step 3 :Within the Display or Reports section, find the option that allows you to generate a report on Amounts Receivable - Payableor Bills Receivable and Payable Aging Analysis.
Step 4 :After selecting the report option, you will likely be prompted to specify the date range for the report.
Step 5 :Depending on your needs, you may have the option to customize the report settings. 
Step 6 : This action will prompt the software to generate the outstanding report.

Certainly, here is the step-by-step for generating an outstanding report in BUSY showing amounts owed by date:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :Look for the Displayor Reportssection in the software's menu. 
Step 3 :Within the Display or Reports section, find the option that allows you to generate a report on Amounts Receivable - Payableor Bills Receivable and Payable ,Aging Analysis.
Step 4 :After selecting the report option, you will likely be prompted to specify the date range for the report.
Step 5 :Depending on your needs, you may have the option to customize the report settings. 
Step 6 : This action will prompt the software to generate the outstanding report.

FIFO means First in First Out. It is a method of adjusting bills based on the order of payments or receipts. The first bill is matched with the first payment or receipt, and so on.
BUSY has a utility which auto adjust the bill references on FIFO basis. To use it follow these steps:
Step 1: Go to Administration then click on Utilities.
Step 2: Select Reference Management and click on Auto Adjust References.
Step 3: Select Bill wise References and can select either All Accounts, Group of Accounts or One Account.
Step 4: Press Ok to run the process. This will auto create and adjust reference on FIFO basis.
Note: Take backup of your data before running this process.

for creating new item please follows the steps : Open the company then Administration then MastersthenItemthenAdd 
You will be prompted to fill in various details about the item, which may include:
Item Name: Give the item a descriptive name.
Item Codeor Alias: Assign a unique identifier for the item.
Category: Categorize the item based on your business's needs.
Unit of Measurement (UOM): Specify how the item is measured (e.g., each, kg, liter).
Tax Details: Set up tax information for the item, including tax rates and exemptions.
Pricing: Define the selling price, cost price, and other pricing details.
Description: Add any additional information or description for the item. and finally click on save button or press F2 Key to save the Master

To generate custom reports you can use the custom colum in reports follow the steps to do the process
1 open the report where you want to add custom column 
2 then click on custom column option and create a name 
3 then click on add column and fill a header name and set the position of colum
set alignment and data type as text or numeric or date 
4 then select data field and click on category and select the form where from you choose 
the custom field 
5 then click on field and select the alphabetical option and search the field name you want then select and save field and save format and save