Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - outstanding analysis
How to track accounts receivable/payable and generate sales/purchase reports?
If you want to view Amount Receivables / Payables in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Display tab and click on Outstanding Analysis.
Step 2: Choose the Amount Receivable / Amount Payable that you want to view. You can filter the report by All Accounts, Group of Accounts or Selected Accounts. Then, enter the end date for tracking the outstanding amount and open the report.
To generate Sales / Purchase reports, you can follow these steps:
Step 1: Go to the Display menu and click on Account Books. Then, select Account Registers (Standard).
Step 2: Select the Sales Register / Purchase Register that you want to view. You can filter the report by All Parties, Group of Parties, Selected Parties or One Party.
Step 3: Enter the date range and open the report. This will show you the Sale / Purchase data for the specified period.
How do I record purchase invoices and payments in BUSY
To create and customize vouchers in BUSY, you can follow these steps:
1. Open BUSY and go to the Vouchers section.
2. Click on the Create Voucherbutton to start creating a new voucher.
3. Select the type of voucher you want to create, such as sales, purchase, payment, receipt, etc.
4. Fill in the necessary details in the voucher, such as party name, item details, amounts, etc.
5. Customize the voucher format by going to the Voucher Configurationsettings.
6. In the Voucher Configuration settings, you can customize the layout, font, logo, and other elements of the voucher.
7. Save the voucher once you have entered all the required information and customized the format.
8. You can also create voucher templates for recurring transactions to save time in the future.
Please note that the specific steps may vary slightly depending on the version of BUSY you are using. It is recommended to refer to the software's user manual or contact their customer support for detailed instructions.
How to manage accounts receivable and payable in BUSY?
If You Want To manage accounts receivable and payable in BUSY Follow These Steps:
1.Its mandatory To enable Bill by Bill Ref. in Accounts.
2.For Enable Bill By Bill Go to Administration Then Configuration
3.Then Select Features & option then Clcik on Accounts & Enable bill by Bill & save the page.
4.Then in Account master Enable Bill By Bill.
5.Then Enter The Voucher & Create Bill by Bill Reference in Transactions.
6.For Trackig Go To the Display Menu Then Click on Outstanding Analysis.
7.Then Click on Bills Receivable/Payable
8.Many Options Appear i.g. If You Want To Generate Reports For One Accounts Click on Account Option Then Select Accordingly.
9.Select Date Range, Accounts & Other Options Then Press F2(OK) & Generate the Reports.
10.In This Report You Can Track All of Your Bills With Pending Amount & date, Due Amount & date, Adjuted Amount & date
How do I assign routes to accounts in BUSY
In BUSY you can also user Account Category Option, by using this you can create multiple account category and can tag into the expense master and can categorize your expenses.To assign routes to accounts in BUSY, you can go to the Account Master and select the account for which you want to assign a route.To know how to create Account Category can follow these steps: Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab on the top menu bar and click on Configurations. Step 2: Select Features or Options and click on Accounts. Step 3: Here you will find a feaure with named Maintain Account Category, jusk click on check box to turn it on and can mention caption as needed. Step 4: Now, when you create an expense master, you can create Account Category and tag into that master and categorize your expense accordingly.
How do I check my outstanding collection amounts for specific product groups in BUSY
To generate various reports, including audit logs, in BUSY, you can go to the Reports section in the software. From there, you can select the specific report you want to generate, such as the Audit Trail report. The software will then generate the report based on the selected parameters and display it for you to view or export. 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.
How do I know the total amount still pending for a party in BUSY
To generate various reports, including audit logs, in BUSY, you can go to the Reports section in the software. From there, you can select the specific report you want to generate, such as the Audit Trail report. The software will then generate the report based on the selected parameters and display it for you to view or export. 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.
How do I generate reports in BUSY for accounts receivable accounts payable etc
To generate various reports, including audit logs, in BUSY, you can go to the Reports section in the software. From there, you can select the specific report you want to generate, such as the Audit Trail report. The software will then generate the report based on the selected parameters and display it for you to view or export. 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.
How can I see the pendingunpaid bills for a customer in BUSY
To generate various reports, including audit logs, in BUSY, you can go to the Reports section in the software. From there, you can select the specific report you want to generate, such as the Audit Trail report. The software will then generate the report based on the selected parameters and display it for you to view or export. 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.
How do I generate a report showing invoices Ive created for sales and the payments Ive received for those invoices
To generate a report that shows only new invoices and payments for the current month, you can apply a filter based on the date range. Set the start date as the beginning of the current month and the end date as the current date. This will display only the invoices and payments made within the current month.
Step 1 :Launch the BUSY and log in to your account.
Step 2 :Look for the Displayor Reportssection in the software's menu.
Step 3 :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 4 :After selecting the report option, you will likely be prompted to specify the date range for the report.
Step 5 :Depending on your needs, you may have the option to customize the report settings.
Step 6 : This action will prompt the software to generate the outstanding report.
How can I generate a report that shows only new invoices and payments for the current month
To generate a report that shows only new invoices and payments for the current month, you can apply a filter based on the date range. Set the start date as the beginning of the current month and the end date as the current date. This will display only the invoices and payments made within the current month.
Step 1 :Launch the BUSY and log in to your account.
Step 2 :Look for the Displayor Reportssection in the software's menu.
Step 3 :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 4 :After selecting the report option, you will likely be prompted to specify the date range for the report.
Step 5 :Depending on your needs, you may have the option to customize the report settings.
Step 6 : This action will prompt the software to generate the outstanding report.
