Frequently Asked
Questions

Q: How to link a payment to an open sales invoice in the system

To link a payment to an open sales invoice in the system, you typically follow these steps: Step 1. Open BUSY and log in to your account. Step 2. locate and select the Receipt Voucheror Receipt Entryoption. Step 3 :In the Receipt Entry form, you will need to fill in the following information:Party Name,Receipt Date,Nature of Receipt: As you mentioned, mention the nature of the receipt as Advance Receipt..,Amount,Narration. Step 4 :To adjust the advance payment against the respective invoice, you need to access the ledger for the party who made the advance payment. Step 5 :You can crete the payment voucher or Sales voucher to adjust the same recipt .

Q: How do I check outstanding paymentsreceivables for a particular customer or party

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.

Q: How can I see the partywise breakup of payments received in BUSY

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.

Q: How do I view billwise details for a party in BUSY

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.

Q: How do I check outstanding billsdues for a party in BUSY

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.

Q: How do I configure taxes in BUSY for sales invoices

Configuring taxes in the BUSY can be accomplished by following these step-by-step instructions. Step 1: Begin by accessing the Administration tab and selecting Masters. Within this section, locate and choose the Tax Category Options. Step 2 : Next, proceed to Add New Tax Category, which grants you the ability to establish diffent tax categories tailored to your specific needs. Step 3. Create tax categories based on your requirements (e.g., GST, VAT). Step 4:. Set the tax rates for each category. Step 5: Save the changes. Once you have configured the tax categories and rates, you can apply them to your transactions and generate tax reports in BUSY..

Q: I want to check bill payment timelines but the reports are not providing voucher level details. How can I get payment timelines at voucher level?

Here are the steps to generate an outstanding analysis Bill-wise in BUSY to find individual invoices bill payment timelines: Step 1: Go to Display Menu Step 2: click on Outstanding Analysis options Step 3: Choose Bills Receivable option. Step 4: Select Bills Receivable for one account and Select type of entries to be considered (pending,due, all includeing cleared) Step 5: Pick the account master for which you want to check the bill-wise outstanding amount. Step 6: Set the date range, select "Bills Status as on date," and click "Yes" to show bills adjustment details. Step 7: Also you can select as you required options and click on OK options to generate report.

Q: How do I get a list of debtors with the broker name and amount owed by each debtor

To check outstanding paymentsorreceivables for a particular customer or party in BUSY, you can use the Outstanding Analysisfeature. This feature allows you to view the amount receivable or payable for different parties. Simply navigate to the Outstanding Analysisoption in the software and select the specific customer or party you want to check. The report will display the outstanding amount and other relevant details for that customer or party.To get a list of debtors with the broker name and amount owed by each debtor, you can use the outstanding analysis report. This report provides a breakdown of the amounts owed by each debtor, including the broker name.

Q: How do I resolve issues with missing or incorrect voucher references in BUSY

To resolve issues with missing or incorrect voucher references in BUSY, you can follow these steps: 1. Open BUSY and go to the voucher entry screen. 2. Check if the voucher reference field is empty or incorrect. 3. If it is empty, enter the correct voucher reference. 4. If it is incorrect, delete the existing reference and enter the correct one. 5. Save the changes and verify if the voucher reference is now correct. 6. If the issue persists, check if there are any settings or preferences related to voucher references that need to be adjusted. 7. Consult the BUSY user manual or contact BUSY support for further assistance in resolving the issue.

Q: Some references seem to disappear or get removed in BUSY Why does this happen and how can I get them back

In BUSY, if references are accidentally removed or need to be restored, you have a couple of options to address this issue: Step 1 :The safest and most reliable way to restore references and other data is to use a backup of your company's data. Step 2 :Find a recent backup that includes the references you need to restore. Step 3 :Once the backup is restored, your references and other data should be back to their previous state. Step 4 :BUSY may provide a utility or tool for auto-adjusting references within the software. This tool is designed to help you automatically adjust references if they become disconnected or broken.

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

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

How to link a payment to an open sales invoice in the system

To link a payment to an open sales invoice in the system, you typically follow these steps:
Step 1. Open BUSY and log in to your account.
Step 2. locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :In the Receipt Entry form, you will need to fill in the following information:Party Name,Receipt Date,Nature of Receipt: As you mentioned, mention the nature of the receipt as Advance Receipt..,Amount,Narration.
Step 4 :To adjust the advance payment against the respective invoice, you need to access the ledger for the party who made the advance payment.
Step 5 :You can crete the payment voucher or Sales voucher to adjust the same recipt .

How do I check outstanding paymentsreceivables for a particular customer or party

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.

How can I see the partywise breakup of payments received in BUSY

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.

How do I view billwise details for a party in BUSY

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.

How do I check outstanding billsdues for a party in BUSY

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.

How do I configure taxes in BUSY for sales invoices

Configuring taxes in the BUSY can be accomplished by following these step-by-step instructions. 
Step 1: Begin by accessing the Administration tab and selecting Masters. Within this section, locate and choose the Tax Category Options. 
Step 2 : Next, proceed to Add New Tax Category, which grants you the ability to establish diffent tax categories tailored to your specific needs. 
Step 3. Create tax categories based on your requirements (e.g., GST, VAT).
Step 4:. Set the tax rates for each category. 
Step 5: Save the changes. 
Once you have configured the tax categories and rates, you can apply them to your transactions and generate tax reports in BUSY..

I want to check bill payment timelines but the reports are not providing voucher level details. How can I get payment timelines at voucher level?

Here are the steps to generate an outstanding analysis Bill-wise in BUSY to find individual invoices bill payment timelines:
Step 1: Go to Display Menu 
Step 2: click on Outstanding Analysis options
Step 3: Choose Bills Receivable option.
Step 4: Select Bills Receivable for one account and Select type of entries to be considered (pending,due, all includeing cleared)
Step 5: Pick the account master for which you want to check the bill-wise outstanding amount.
Step 6: Set the date range, select "Bills Status as on date," and click "Yes" to show bills adjustment details.
Step 7: Also you can select as you required options and click on OK options to generate report.

How do I get a list of debtors with the broker name and amount owed by each debtor

To check outstanding paymentsorreceivables for a particular customer or party in BUSY, you can use the Outstanding Analysisfeature. This feature allows you to view the amount receivable or payable for different parties. Simply navigate to the Outstanding Analysisoption in the software and select the specific customer or party you want to check. The report will display the outstanding amount and other relevant details for that customer or party.To get a list of debtors with the broker name and amount owed by each debtor, you can use the outstanding analysis report. This report provides a breakdown of the amounts owed by each debtor, including the broker name.

How do I resolve issues with missing or incorrect voucher references in BUSY

To resolve issues with missing or incorrect voucher references in BUSY, you can follow these steps:
1. Open BUSY and go to the voucher entry screen.
2. Check if the voucher reference field is empty or incorrect.
3. If it is empty, enter the correct voucher reference.
4. If it is incorrect, delete the existing reference and enter the correct one.
5. Save the changes and verify if the voucher reference is now correct.
6. If the issue persists, check if there are any settings or preferences related to voucher references that need to be adjusted.
7. Consult the BUSY user manual or contact BUSY support for further assistance in resolving the issue.

Some references seem to disappear or get removed in BUSY Why does this happen and how can I get them back

In BUSY, if references are accidentally removed or need to be restored, you have a couple of options to address this issue:
Step 1 :The safest and most reliable way to restore references and other data is to use a backup of your company's data.
Step 2 :Find a recent backup that includes the references you need to restore.
Step 3 :Once the backup is restored, your references and other data should be back to their previous state.
Step 4 :BUSY may provide a utility or tool for auto-adjusting references within the software. This tool is designed to help you automatically adjust references if they become disconnected or broken.

Frequently AskedQuestions