Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - outstanding analysis
How do I track account receivables in BUSY?How do I reconcile bank transactions with BUSY?
To track account receivable you can follow some steps:
Step 1: Go to Display and click on Outstanding Analysis.
Step 2: Now click on Amount receivable report and select the option for party for which you want to see Amount Receivable report.
Step 3: Now enter time period and can enable options as per your requirement in report and click on OK Option.
To Reconcile Bank entries you need to follow some steps:
Step 1: Go to Administratin and then click on Configuration.
Step 2: Now click on Feature and Option and then click on Accounts Option.
Step 3: Now tick on Back Reconciliation option and save the configuration.
Step 4: Now Go to the Display and then click on Bank Reconciliation report
Step 5: Now click on Show Uncleared entries report and select Bank account the time period and click on OK Option.
Step 6: Now click F4 to clear entries and check Reconciliation Statement report in bank reconciliation report.
What steps are required when receiving a payment over the counter from a walkin customer
In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.You can adjust invoice referance one by one in same entry.
Step 5 : create a payment entry or adjust against an invoice.
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.
How do I adjust multiple invoices in BUSY when a payment is received
In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.You can adjust invoice referance one by one in same entry.
Step 5 : create a payment entry or adjust against an invoice.
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.
How do I record an accounts receivable payment against an invoice in BUSY
In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.You can adjust invoice referance one by one in same entry.
Step 5 : create a payment entry or adjust against an invoice.
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.
How do I record an advance payment from a customer in BUSY
In BUSY,: To record an advance payment from a customer in BUSY, you can follow these steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.You can adjust invoice referance one by one in same entry.
Step 5 : create a payment entry or adjust against an invoice.
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.
How do I adjust or link bills to payments in BUSY
In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.You can adjust invoice referance one by one in same entry.
Step 5 : create a payment entry or adjust against an invoice.
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.
How do I record a payment from a customer in BUSY
In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.You can adjust invoice referance one by one in same entry.
Step 5 : create a payment entry or adjust against an invoice.
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.
How do I enter a receiptpayment against a bill in BUSY
In BUSY, you can record customer payments and adjust them against specific bills using the following steps:
Step 1 :Launch the BUSY and log in to your account.
Step 2 :locate and select the Receipt Voucheror Receipt Entryoption.
Step 3 :Fill in Receipt Details:
In the Receipt Entry form, you need to provide the following information:
Party Name,Receipt Date,Amount,Mode of Payment: Choose the mode of payment (e.g., Cash,Bank Transfer,Cheque,etc.).
Narration.
Step 4 :Within the customer's ledger, you will see a list of outstanding bills or invoices. Identify the bill(s) you want to adjust the payment against.You can adjust invoice referance one by one in same entry.
Step 5 : create a payment entry or adjust against an invoice.
Step 6 :After filling in the payment details and adjusting the payment against the bill(s), save the payment entry.
Step 7 :After saving, you can review the customer's ledger to ensure that the payment has been adjusted against the selected bills.
I maintain billbybill in BUSY but still some bill amounts are not getting adjusted Why
If you're maintaining bills bill by billin BUSY and you're experiencing issues where some bill amounts are not getting adjusted properly, there could be several reasons for this. Here are some common causes and troubleshooting steps to help you address the issue:
Step 1 :Double-check that you've entered the bills accurately in BUSY.
Step 2 :Verify the bill dates, amounts, and other details to ensure they match the actual bills you received.
Step 3 : In BUSY, you typically need to link payments to specific bills to mark them as paid.
Step 4 : If the payments don't match the total amount of the bills, the adjustment won't be complete until the amounts match.
Step 5 :If you're making partial payments toward bills, make sure that you've correctly entered these partial payment transactions in BUSY.
Step 6 :If you deal with multiple currencies, ensure that the currency of the bill matches the currency of the payment.
What steps should I follow to generate and export reports on outstanding receivables and payables in BUSY?
You should follow below steps to generate and export report on outstanding receivables and payables in BUSY:
Step 1: Go in display section.
Step 2: Then select the outstanding analysis option.
Step 3: There's two option of receivables and payables report in BUSY:
: Bills receivables and payables.
: Amount receivables and payables.
Note: For bills receivables and payables (Bill By Bill features must be enable) and bill wise reference must be created in each and every voucher.
Step 4: Click on desired report and mention required details.
Step 5: Open the report and press ALT+E to export the report.
Step 6: Select the data format which is pre defined like, Microsoft Excel, Google Sheet, PDF, HTML,CSV.
Step 7: Click OK
For further can call us on our Helpline No. 8282828282 or can share your concern on support@busy.in
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