Frequently Asked Questions

In BUSY, you can find reports to see how many days a customer payment has been outstanding by accessing the Accounts Receivable Aging report.
Step 1 :This report will consolidate all transactions for that party, including invoices, payments, and adjustments.
Step 2 :Look for a report titled Bills Receivableor Outstanding Bills.
Step 3 :Generate the report, and it will show you the outstanding bills receivable for the selected parties or all parties, including details like invoice numbers, due dates, and amounts

To verify the accuracy of bill receivable report with pending status, you can cross verify with amount receivable report and find the discrepencies. Follow these steps for amount receivable report:
Step 1: Go to Display section then click on Outstanding analysis report.
Step 2: Choose the amount receivable report then select the party to be selected
Step 3: Mention the date range and view the report.
Note- To cross verify two reports and identify mismatches, review the data within a short range.

To view pending bills and payments of a particular customer you can check Bills Receivable and Bills Payable report in BUSY by using these steps:
Step 1: Go to Display menu then go to Outstanding Analysis.
Step 2: Select Bills Receivable or Bills Payable then select One Account.
Step 3: Select your account and select Type of Entries to be Considered as Pending.
Step 4: Enter the date range and set Y on Show Bills Adjustments Details then can view the report.

To view pending bills that are 60 or 70 days old in BUSY, you need to follow these steps:
Step 1: Go to Display menu then go to Outstanding Analysis.
Step 2: Select either Bills Receivable or Bills Payable as required.
Step 3: Enter the date range and enable the required parameters then mention your 60 or 70 days in Consider Bills older than (Days) field.
Step 4: You will see all the pending bills which are 60 or 70 days old.

You can check bills are due or pending in BUSY software
 Please follow the given steps
 Step 1 Go on display
 Step 2 Click on Outstanding analysis
 Step 3 Click on bills receivable for customers and click on bills payable for vendors
 Step 4 During open the report there is a option TYPE OF ENTRIES TO BE CONSIDERED select here PENDING OR DUE
 Step 5 After open the report you can check which bills are due or pending

for track your account receivable in BUSY please follow the below steps
 step 1: go to the outstanding analysis option under display menu 
 step 2: there you can see amount receivable and bills receivable option 
 step 3: you can open report with one or multipe accounts or group wise
 step 4: select party, mentioned start and end date also there is other options you can select relevant option as per you required and open report .

To resolve the mismatch between amount receivable and bill receivable report, follow the below steps:
Step 1: Go to display section then click on outstanding analysis.
Step 2: Choose On account entries then select the account master.
Step 3: Specify the date range and open the report.
Step 4: Now, open the invoice in modify mode and create or adjust the reference as per requirement.
Step 5: After made correction in on account entries, check the Bill receivable and amount receivable report.

You can use bill by bill feature and create a unique bill reference number for each invoice and adjust it with payments. To enable this feature follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options then click on Accounts tab.
Step 3: Enable the feature of Bill by Bill Details and configure it.
Step 4: You also need to enable in the party master.
Now, when you create invoice can create bill references.

To check the pending bills report in BUSY, follow these steps:
Step 1: Go to the Display section and click on Outstanding Analysis.
Step 2: Choose the Bills Receivable you can filter the report by One Account, All Accounts, Group of Accounts or Selected Accounts. 
Step 3: Then, enter the date range, select the pending in type of entries to be considered field and open the report.
The report will show you the data based on the bill reference number.

In the Bills receivable reports , net amount not match with the actual recived amount,please follow below steps:
Step 1: Check the Invoice details and final amount of the Invoice.
Step 2: Verify the reciept entry to check the adjustment details . Make sure to cross-check against your records.
Step 3: You need to check the On account entries to verify the outstanding payments. 
Step 4: You have to reconcile your accounts with the help of Ledeger reconcillation feature.