Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - outstanding analysis
Why am I not able to see some unadjusted entries in the pending/outstanding analysis section? Where else can I check for unadjusted amounts?
You can check the missing unadjusted entries from outstanding bills receivable/payable under Outstanding Analysis from the Display menu. Open the report with the type of entries to be considered – Pending, with Show on Account Entries (If you forget to create reference with an entry you check the details through On Account Entries option).
Should I use the Bill By Bill details window in BUSY or simply view the account ledger? What is the recommended approach?
Bill by Bill feature is used to create bill references which you can adjust with payments and receipts and can track bill wise outstanding. When the account ledger show overall transaction and final closing balance of that account not show bill wise outstanding.
So its totally depends on your requirements which option you should use.
From where to view pending entries of bill recievable from previous years in BUSY after carrying forward balances. Please advise.
You can view the pending entries of bill receivable form the below steps.
Step 1: Click on Display Menu
Step 2: Then Outstanding Analysis report
Step 3: Then Bills receivable
Step 4: Here select the required group and account for which you want to view the report with the last year datew range.
What reports in BUSY will show me aging information without requiring reference numbers to be entered?
To check ageing reports without bill references in BUSY, you need to follow these steps:
Step 1: Go to Display menu and click on Outstanding Analysis.
Step 2: You can select Ageing Receivables / Payables (FIFO Basis)
Step 3: You can select either Party wise or Party Group wise then enter the date and view the report.
I need help matching payments to invoices. Some invoices seem to be missing payments.
To match payments to invoices you can follow the steps
1 Go to display menu and click on Outstanding analysis
2 then click on on account entries
3 select all account and date range then ok
4 select each on account entries for payment and adjust it with proper invoice
reference number and save
The current date is not updating automatically in the aging reports. I have to manually enter it every time. Is there a way to auto populate the current date?
There is no way to automatically fill the current while opening ageing report date when opening an aging report. Default aging or any other report's pick, last voucher date automatically in ending date, but if you want the current date then you have to enter the current date manually while opening the report.
How can I view the monthly outstanding amounts and bill-wise outstanding amounts?
To view monthly outstanding amounts and bill-wise outstanding amounts in BUSY, you need to follow these steps :
Step 1 : Go to Display then Outstanding Reports
Step 2 : And select Bill Receivable. From there, you can view outstanding amounts for all accounts or a specific account, and filter by date range or bill-wise.
Where do I access the sundry debtors outstading in the software?
To check outstanding of sundry debtors in BUSY, you need to follow these steps:
Step 1: Go to Display menu then go to Outstanding Analysis.
Step 2: Select Bills Receivable and then Group of Account.
Step 3: Next, enter the Sundry Debtors as group name and then enter the date range and generate the report.
How can I open Bill Receivable and Payable report in BUSY?
To open Bill Receivable and Payable reports in BUSY, follow these steps:
Step 1: Go to the Display menu and then click on Outstanding Analysis.
Step 2: Select Bills Receivable and Bills Payable report.
Step 3: Select one account or group of accounts as per required and then mention the date range for the report.
Customize SMS alerts with invoice details.
To customize SMS alerts with invoice in BUSY, we have to follow:
Step 1 : Click on administration
Step 2 : Configuration
Step 3 : Features and options
Step 4 : Enterprise features
Step 5 : Enable alert
Step 6 : Add new alert for invoice with SMS
Step 7 : Save