Frequently Asked Questions

Sales Return is dual voucher which we can add it from Transaction Menu. For Settelment Details we have to enable it from Voucher Series Configuration for required voucher type.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Configuration
Step 3: Voucher Series Configuration
Step 4: Select the required voucher type and series
Step 5: Voucher Configuration
Step 6: Enable the Settlement details option 
Step 7: Click on Configuration tab
Step 8: Specify the settlement mode and account.
Step 9: Enable the required option as per your need
Step 10: During voucher entry, Settlement window will popup after saving the voucher.
Step 11: Can check Settlement wise report under Display Menu.
Note : Settlement Details option can be use for Standard and POS.

to customize the outstanding report in BUSY to include the broker name by adding a custom column. 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 Reportor a similar report that displays information about unpaid or outstanding bills.
Step 3 :Within the Outstanding Report, there should be an option to customize the report's columns and fields. 
Step 4 :In the customization window, look for the field labeled Salesman Nameor a similar field that corresponds to the broker name.
Step 5 :After adding the Salesman Namefield to the report, reload or refresh the report to apply the customization.

To export reports or invoices from BUSY, you can follow these steps: 1. Open the desired report or invoice in BUSY. 2. Look for the export option, usually represented by an icon or a menu. 3. Click on the export option and choose the desired format, such as PDF or Excel. 4. Select the destination folder where you want to save the exported file. 5. Click on the Export or Save button to initiate the export process. 6. Once the export is complete, you can access the exported file in the specified folder. Please note that the exact steps may vary slightly depending on the version and configuration of your BUSY.

To get the bill details along with the total outstanding amount for a customer, Please follow the steps : 
Step 1 : 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 2 :After selecting the report option, you will likely be prompted to specify the date range for the report.
Step 3 :Step 2 :After selecting the report option, you will likely be prompted to specify the report view like due , pending , or All including . 
Step 4 : Select as per you requirement and save the changes and generate the report.

If you want to set up Saleman in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on Configuration.
Step 2: Under Configurations, select Features or Options and then click on the Accounts tab. Here, you will find the Salesman or Broker-wise Reportingoption. Just click on the checkbox to turn it on and configure it as per the requirements.
Step 3: Now go to Administration tab and click on Masters. Select Salesman and click on Add to create to create salesman master.
Now, you can mention saleman name while generating invoices and track their performances.

In BUSY, the difference between amount receivable and amount payable is as follows:
- Amount Receivable: This refers to the total amount of money that a business is owed by its customers or clients for goods or services provided. It represents the outstanding payments that are yet to be received.
- Amount Payable: On the other hand, amount payable refers to the total amount of money that a business owes to its suppliers or vendors for goods or services received. It represents the outstanding payments that are yet to be made.
In summary, amount receivable is the money owed to the business, while amount payable is the money owed by the business.

To resolve the error message while running payroll in BUSY, you can check the following:
 Step 1 : Ensure that the salary structure and components defined for employees match with the ones set up during payroll configuration.
 Step 2 : Verify that the account selected for salary voucher is of the employee and the voucher type is set to reverse (credit instead of debit) to create a liability.
 Step 3 : Double-check the data entered for each employee, including salary details, deductions, and allowances, to ensure accuracy.
 Step 4 : Make sure that all necessary payroll and statutory configurations are properly set up in BUSY before processing salaries.

Step 1. Open BUSY and log in to your account.
Step 2. Navigate to the Displaysection or menu.
Step 3 :In the list of available reports, locate and select the Outstanding Bills Receivable Report.
Step 4 :Look for a filter or checkbox that allows you to exclude certain parties from the report. 
Step 5 :Choose the Party-Wisesorting option. This will arrange the outstanding bills by the parties or customers to whom they are owed.
Step 6 :Select the appropriate time frame or older daysbasis you want for the report.
Step 7 :After setting your preferences, click the Generateor Run Reportbutton to generate the Outstanding Bills Receivable Report based on your selected criteria.

While checking bills receivable or payable report in BUSY software, there is an option to select DUE or ALL
 Please find the give process to open report and difference
 Step 1 Go on display
 Step 2 Click on outstanding analysis
 Step 3 Click on bill receivable or payable
 Step 4 while opening report, there is option TYPE OF ENTRIES TO BE CONSIDERED
 Step 5 If you will select here DUE, then only due entry will show, against which payment or receipt not adjusted
 Step 6 If you will select here ALL INCLUDING CLEAR, then all entry will show, even its due or adjusted againsta payment or receipt

Step 1. Open BUSY and log in to your account.
Step 2. Navigate to the Displaysection or menu.
Step 3 :In the list of available reports, locate and select the Outstanding Bills Receivable Report.
Step 4 :Look for a filter or checkbox that allows you to exclude certain parties from the report. 
Step 5 :Choose the Party-Wisesorting option. This will arrange the outstanding bills by the parties or customers to whom they are owed.
Step 6 :Select the appropriate time frame or older daysbasis you want for the report.
Step 7 :After setting your preferences, click the Generateor Run Reportbutton to generate the Outstanding Bills Receivable Report based on your selected criteria.