Frequently Asked Questions

In BUSY, Create Merchant as Account Master and do the transactions. 
 Pls find the below Steps for Party Dashboard :
 Step 1: Administration
 Step 2: Configuration 
 Step 3: Features and Options
 Step 4: Accounts
 Step 5: Enable the Party Dashboard Option and show party dashboard after selecting the party in the voucher.
 Step 6: Click on Configure Tab, If you want to configure as per your requirement or leave it as blank then will show according to standard format.
 We can configure party dashboard from party dashboard option from configuration Under Administration.

No, BUSY software does not have automatic bank reconciliation. For enabling the feature of bank reconciliation in BUSY need to follow below given steps.
 Step 1: Go to administration menu and select configuration from it.
 Step 2: Then select featue and option after that select accounts option.
 Step 3: In accounts tick on bank reconciliation option and click on save button to save the changes.
 Step 4: Then go to display option and select bank reconciliation option and open the report by mentioning the date range.
 Step 5: Press F4 key to clear entry.

To create sub ledgers and link with main ledger, first you need to enable that feature in BUSY by following these steps:
Step 1: Go to Administration then click on Configuration.
Step 2: Select Features / Options and click on Accounts Tab.
Step 3: Enable the feature called Maintain Sub Ledgers and save.
Step 4: Next, go back to Administration menu and click on Masters.
Step 5: Select Account then Add, and enter all the necessary details such as Name, Group, Address, etc.
Step 6: You need to mention the Ledger Type as Sub Ledger and specify the main ledger.

If a receipt is cut in cash and it does not reflect in the party's ledger, it is a PDC entry and you have to regularise it to reflect in party ledger . To regularise PDC entry follow the bellow steps:
Step 1: Go to administration then select miscellaneos data entry 
Step 2: Select regularise PDC option 
Step 3: Select one bank or all bank as per requirement
Step 4: Now select date range and open report 
Step 5: Now select the entry you want to regularise and click on regularise option present bottom of report 

No, The warning for Due bill of Party While Invoicing only works when a party has a payment due and you are creating a new invoice for them. 
If you want to prevent saving a voucher without a bill reference number, you can follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options then click on Accounts tab.
Step 3: Click on the Configure button next to the feature of Bill by Bill Details.
Step 4: Tick the option of Enforce full amount allocation to References and save changes.

For credit card transaction can use Bank Reconcilation feature which is used to reconcile the bank records with transaction which maintain in BUSY.
 Pls Follow Below Steps for Bank Reconciliation :
 Step 1: Click on Administration
 Step 2: Then Configuration
 Step 3: Then Features & Options
 Step 4: Then Accounts
 Step 5: Enable the Bank Reconciliation Option
 Step 6: Pass the Voucher entry with Bank Account Name
 Step 7: Display
 Step 8: Bank Reconciliation
 Step 9: Show Uncleared Entries
 Step 10: Press F4 for clear the entry 
 Step 11: Reconciliation Statement

Here are the steps for changing stock status as manual :
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 Feature 
Step 5: Then select as manually in the option of Balance sheet stock updation 
Step 6: Then Click on save button 
Step 7: Then go to display menu 
Step 8: Then click on Final result option 
Step 9: Then click on balance sheet option 
Step 10: There click on closing stock option and update maunally 

If you are unable to see salesman details in voucher then follow the below 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 make sure to click on salesman/broker wise reporting option 
Step 6: Then click on configure box and make sure to select voucher level option 
Step 7: Then click on Ok button 
Step 8: Then open voucher in modify mode and when saving voucher you can check salesman detail

In BUSY, We have Budget feature which we can maintain for Expenses and Fixed Assets. 
 Pls Follow the Below Steps :
 Step 1: Click on Administration
 Step 2: Then Configuration
 Step 3: Then Features and Options
 Step 4: Then Account
 Step 5: Then enable the Budget Option
 Step 6: Go to the Masters
 Step 7: Then Modify 
 Step 8: Enable the Budget Option and specify for each Month.
 Step 9: Can Set warning from warning Alarm Option
 Step 10: For Reports, Can Check in MIS Report Under Display Menu.

When you are using the bill by bill feature,then in bill by bill window which get open while saving the voucher.
 Step 1: The reference number pick automatically as per the voucher number.
 Step 2: In the purchase or sale voucher, The new reference get created and we adjust in the payment and receipt voucher. Makre sure this should be proper. If append is showing instead of new reference in the sales or purchase voucher then its means that the reference is already created in the BUSY with same voucher number.