Frequently Asked Questions

Recording Purchaseor sales in BUSY involves creating a Purchase or sales voucher or entry that captures the transaction details. Here's a step-by-step guide on how to record credit sales:
Step 1 :In the software's Transaction menu navigate to the Salesor Purchase Section. Look for an option that allows you to...

Recording Purchaseor sales in BUSY involves creating a Purchase or sales voucher or entry that captures the transaction details. Here's a step-by-step guide on how to record credit sales:
Step 1 :In the software's Transaction menu navigate to the Salesor Purchase Section. Look for an option that allows you to...

Find out the reports which you can check to see your sales in BUSY
 Step 1 : You can go to transaction
 Step 2 : Then go to sales 
 Step 3 : Then go to list 
 Step 4 : Then check sales list report 
 Step 5 : And if you wants to check item wise sales 
 Step 6 : Then go to display
 Step 7 : Then sales analysis 
 Step 8 : And then can check mutiple report with items wise details as per there requirement
 And find out the report which you can check to see your Expense in BUSY
 Step 1 : Go to Display 
 Step 2 : Then go to Gst reports
 Step 3 : Then go to Gst audit report
 Step 4 : Then go to Gst audit expense 
 Step 5 : Then can check expense - Gst nature wise report or Gst nature - Expense wise report as per your requirement 
 And find out the report to check account receivables
 Step 1 : Go to Display
 Step 2 : Then go to Outstanding Analysis report 
 Step 3 : And then check Amount receivable report with all accounts or group of accounts as per your requirement

To generate ageing reports for multiple states, you use custom column of state column & then apply multi filter. To configure it please follow the stepsbelow:
Step 1: Open ageing Bills payable /receivable report without filter on state option
Step 2: Click on the Custom Column option which is available at the top right on the report
Step 3: Then enter the name of the format and then press enter
Step 4: After this click on Add new column/row
Step 5: Enter the column title(State), then specify the position after which column you want to add the new column
Step 6: Select the data type(text) and then choose alignment and enter charcter
Step 7: Click on the data field and then select the category from which you want the data to appear in a new column(Account Master) and then select the account name col. (F1) select column field in which account name is showing 
Step 8:Click on filed & select the field accordingly(ACC_STATE) and then save field & then save then column 
Step 9: Re-open the Ageing Bills receivable/payable report with new created format
Step 10: Press F7 on report & then apply multiple filter on state and check 

Certainly, here are the steps to update master balances in the current financial year (FY) using the Update Master Balancesutility and then carry forward the balances to the next FY using the Change FYprocess in accounting software:
Step 1:Access your accounting software and log in with administrative or appropriate user credentials.
Step 1 :Look for the Update Master Balancesor a similar option. This utility is typically used to adjust or correct balances in the current FY.
Step 3 :In the Update Master Balancesutility, you may need to specify the parameters for the balances you want to update. 
Step 4 :Find the Change FY process. This process is used to transition from the current FY to the next FY.
Step 5 :In the Change FYprocess, specify the start and end dates for the next FY.
Step 6 :Within the Change FYprocess, you should see an option to carry forward balances from the current FY to the next FY.
STep 7 :The software will carry forward the balances from the current FY's closing balances to the next FY's opening balances.
Step 8 :After completing the FY change process, review the results to ensure that the balances have been correctly carried forward.

Certainly, here are the steps to update master balances in the current financial year (FY) using the Update Master Balancesutility and then carry forward the balances to the next FY using the Change FYprocess in accounting software:
Step 1:Access your accounting software and log in with administrative or appropriate user credentials.
Step 1 :Look for the Update Master Balancesor a similar option. This utility is typically used to adjust or correct balances in the current FY.
Step 3 :In the Update Master Balancesutility, you may need to specify the parameters for the balances you want to update. 
Step 4 :Find the Change FY process. This process is used to transition from the current FY to the next FY.
Step 5 :In the Change FYprocess, specify the start and end dates for the next FY.
Step 6 :Within the Change FYprocess, you should see an option to carry forward balances from the current FY to the next FY.
STep 7 :The software will carry forward the balances from the current FY's closing balances to the next FY's opening balances.
Step 8 :After completing the FY change process, review the results to ensure that the balances have been correctly carried forward.

To run payroll for your employees in BUSY , follow these steps:
 Step 1. Set up employee details: Add employee information such as name, designation, bank account details, and salary components.
 Step 2. Configure salary structure: Define the salary components like basic salary, allowances, deductions, etc., and assign them to the employees.
 Step 3. Process attendance and leave: Record employee attendance and leave details accurately to calculate salaries correctly.
 Step 4. Generate salary vouchers: Create salary vouchers for each employee, specifying the salary components and amounts.
 Step 5. Verify and approve vouchers: Review the salary vouchers for accuracy and approve them for payment.
 Step 6. Process payroll: Calculate the net salary for each employee based on the approved vouchers and generate the payroll report.
 Step 7. Make salary payments: Transfer the salary amount to the employees' bank accounts using the payment mode configured in BUSY.
 Step 8. Generate salary slips: Generate customized salary slips for each employee, reflecting the salary details and deductions.
 Step 9. Maintain payroll reports: Keep track of payroll reports such as salary register, bank advice, and TDS reports for future reference and compliance.

If you're trying to adjust a bill in your accounting software, and it's not allowing you to make the necessary changes, there could be several reasons for this issue. Here are some steps to troubleshoot and resolve the problem:
Step 1 :Ensure that you have the necessary user permissions or access rights to modify bills or invoices in the software. 
Step 2 :Verify the status of the bill. Some accounting software restricts editing bills that have been marked as paid or finalized. 
Step 3 :Check if there are date restrictions in place. Some software might prevent you from modifying bills that are outside a certain date range. 
Step 4 : Make sure that modifying the bill won't result in a negative vendor or customer balance. If the bill is linked to other transactions (e.g., payments, credits), altering it may affect the overall balance. 
Step 5 :Some accounting software has lock periods, which prevent changes to transactions in closed accounting periods.
Step 6 :If you've tried the above steps and are still unable to adjust the bill, it's a good idea to contact customer support for your accounting software.

In an account ledger, you can indeed track and view all transactions related to a particular party or account. This ledger serves as a comprehensive record of financial transactions between your business and that specific party. Here's what you can typically see in an account ledger:
Step 1 :The date on which each transaction occurred.
Step 2 :Details of all invoices issued to the party, including invoice numbers, invoice dates, and the amounts billed for goods or services.
Step 3 :Information about payments received from the party, including payment dates, payment amounts, and payment methods.
Step 4 :If there are any adjustments or credits made to the account, these will be recorded with relevant details.
Step 5 :The ledger will display the outstanding balance, which is the net amount the party owes you after considering both invoices and payments.
Step 6 :Each transaction, whether it's an invoice or payment, is typically associated with a reference number or identifier. This reference number helps you track which payment corresponds to which invoice.
Step 7 :Some ledgers may include space for notes or comments that provide additional information about specific transactions.

Processing a customer refund for returned goods or order cancellation is a standard procedure in many businesses. Here's a step-by-step guide on how to process a customer refund:
Step 1 :Before processing a refund, ensure that the return of goods or order cancellation meets your company's return policy criteria.
Step 2 :Determine the correct refund amount. This may include the original purchase price, taxes, shipping fees, or any applicable restocking fees.
Step 3 :Contact the customer to confirm the return or cancellation request and inform them of the refund process
Step 4 :Identify the customer and the original transaction (invoice or order).Enter the refund amount, including any taxes or fees.Choose the payment method for the refund (e.g., original payment method, check, store credit).
Step 5 : If you are issuing a refund through the original payment method (e.g., credit card, PayPal), process the refund using the same method. 
Step 6 :If you received returned goods, update your inventory system to reflect the returned items.
Step 7 :After issuing the refund, reconcile your accounting records to ensure that your financial statements accurately reflect the refund transaction.