Frequently Asked Questions

To configure salesman and asign to customer then please follow the steps : 
Step 1: Go to Administration Menu 
Step 2: Click on Configuration Option 
Step 3: Then click on Feature and option 
Step 4: Then click on Accounts feature 
Step 5: Then Enable Salesman/broker-wise reporting option and configure it as per your requirement 
Step 6: Then save the configuration
Step 7: then go to masters option 
Step 8:Select Salesman then click on the ADD box to generate a new salesman profile, inputting the relevant details.
Step 9: Then save the configuration detail 
Step 10: When creating a voucher, you have the option to specify a salesman and assign a customer to them. Additionally, you can specify the salesman in the masters section.

If you want to change the currency of previously created invoics from INR to USD 
 then please follow the given steps
 Step 1: Make sure you have enabled option of multi currency.
 Step 2: Open the voucher in which you want to change the currency.
 Step 3: Then select the party master then press Alt + M for open in modified mode.
 Step 4: Then turn multi currency option to Y then save 
 Step 5: While saving voucher currency detail window will appear here you will 
 decide currency of invoice set it to USD then save.
 Step 6: Make sure you have selected the sale type itemwise.
 Step 7: Now your currency will get change successfully.

Yes you can enter multiple addresses in one ledger by following these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on features and options and click on accounts tab
Step 3: Afterwards tick the checkbox of maintain multiple account aliases option and click on configure button availble at his right
Step 4: Then tick the checkbox of specify different address details with multiple alias
Step 5: Click on ok button then save the changes
Step 6: After that go to administration menu and click on masters then click on accounts
Step 7: Open the account from modify or list then click on multiple alias available at the bottom
Step 8: After that you can specify the multiple addresses with alias

There is no option for auto reconcile when payment received against bills. However we have option of Ledger Reconciliation for reconcile entries in the ledger manually.
To use this feature follow these steps:
Step 1: Open your company then, go to the Administration tab and click on configuration.
Step 2: Select Features / Options and then click on the Accounts tab. 
Step 3: Enable the option called Ledger Reconciliation and save.
Step 4: To open your ledger, press ALT+L and choose the account ledger that you want to reconcile.
Step 5: Enter the date range for the reconciliation and select Y for Enable Reconciliation. 
Step 6: In the report, you can press F4 to reconcile each entry. You can also add remarks if needed.

If You want track invoice paid or unpaid for this you have to use bill by bill feature
for use bill by bill feature please follow these steps:
1. Go in administration then go in configuration 
2. Then Go in features/option then go in accounts tab 
3. Then enable bill by bill feature 
4. Then Open party master and maintain bill by bill yes and save 
5. Then pass sale or purchase voucher and create new reference 
6. Then pass payment or receipt voucher and adjust bill reference 
7. Then Go in Display then outstanding analysis
8. Then Go in bills receivable report and open for one account or group account 
9. Take type of entry is pending or all cleared

Yes you can set the limit for a transaction amount in BUSY by following these steps:
Step 1: Go to administration menu then click on configuration menu
Step 2: After that select features and options then click on accounts
Step 3: Then open accounts tab and tick the credit limits check box to enable it and save the changes
Step 4: Afterwards go to administration menu again then go to masters and open the account master from modify or list button
Step 5: After that press enter on group after that a window will appear then select want to define credit limit option as Y and then enter the amount on maximum credit allowed field and then press ok and save the changes 

Here are the steps for enabling the feature of credit limit in BUSY :
Step 1: Go to administration menu 
Step 2: Then click on configuration 
Step 3: Then click on feature and option 
Step 4: Then click on Accounts option 
Step 5: Then tick on Credit Limit option and click on save button to save the configuration 
Step 6: Then Go to masters option from Administration menu 
Step 7: Then click on Accounts option 
Step 8: Then click on modify button and open party master in modify mode 
Step 9: Here you are specify credit days for sale and purchase shown in the right side of the window
Step 10: Then click on save button to save the configurations

Customization in report is available for an extend within the BUSY, to apply customization follow below steps:
Step 1: Open report in which you want to add any additional value
Step 2: Click on custom column option, available for standard model only
Step 3: Add format and configure new columns and rows
Step 4: To view effect reload report with newly added format
BUSY provides 2 types of dashboard option first one is party dashboard we can configure party dashboard from 
Step 1: Go to the Administration, click on conifguration
Step 2: Select feature/option, Click on accounts tab
Step 3: Click configure button for party dashboard and specify your requiurements
Second dashboard is User dashboad, which can be configured from User dashboard option under configuration option.

To track expenses by department or project you can follow the steps 
1 go to administration menu and click on configuration then click to feature options 
2 select accounts and enable cost centre 
3 then at the time of Expense ledger creation enable cost centre on it 
4 now at the time of saving expense voucher select the cost centre name for expense and 
if the cost centre not created then press F3 to create a new cost centre and save 
5 now go to display menu and click on cost centre reports 
6 select the cost centre ledger and ok 
7 select cost centre name then select account of expense and fill the date range and ok

If you want to enable cost centre feature please follow these steps:
Step 1: Go to administration menu Then click on configuration button
Step 2: Then click on features and option and click on accounts tab
Step 3: Afterwards tick the cost centre feature  and save the changes
Step 4: Then go to administration menu again
Step 5: Afterwards click on masters 
Step 6: Then click on accounts
Step 7: Then open the account from modify or list button in which you want to use cost centre feature
Step 8: Afterwards press enter key in continuous then cost centre window will appear 
Step 9: Then select allocate amount to cost centre option as Y then press ok button then save the changes