Frequently Asked
Questions
Find Solutions to Common Issues Related to features - accounts
Is there an option to record partial payments received for an invoice in the software?
Yes, you can use bill by bil feature and adjust the partial amount payment received for an invoice. To use bill by bill follow these steps :
Step 1: Go to administraiton click on configuration select features and options
Step 2: Select account and enable bill by bill and click on save button.
Step 3: Now create a bill reference in sale bill and then adjust the partial amount payment received for an invoice by adjusting that bill reference.
How do I set up and manage credit limits for customers in BUSY?
To manage credit limit for accounts 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 credit limit option and then go to the Adminisration.
Step 4: Now click on Master and click on Accounts
Step 5: Now click on Modify option and select account master enter the credit limit in master the resave master
What caused the mismatch between dates and transaction types in my reports
The discrepancies noted in your reports, particularly in the context of dates and transaction types, may be attributable to potential inaccuracies in data entry and misconfigured settings within the reporting system. We strongly recommend conducting a comprehensive review of your data input procedures, alongside a thorough verification of the settings within your reporting system. This proactive approach will enable you to pinpoint and effectively address the root causes of these discrepancies, ultimately leading to their resolution.
Can I generate broker commission reports? What do they show?
You can view the commission earned by each salesman/broker in a report. To do this, follow these steps:
Step 1:Go to Display then Commission Calculation.
Step 2:Choose the voucher type that you want to see.
Step 3:Select the salesman/broker range that you want to see. You can choose one or all of them.
Step 4:Enter the date range that you want to see.
Step 5:The report will show you how much commission each salesman/broker earned in that period.
I entered a sales invoice and later created a credit note against it. But the invoiced amount still shows as outstanding in customer ledger. How can I ensure credit notes adjust against original invoices in the system?
To ensure credit notes adjust against original invoice you need to to follow the steps
1 go to administration menu and click on configuration then click to feature option
2 go to accounts tab and enable posting in accounts through sales return or purchase
return and save
3 then to to transaction menu and open the credit note voucher from the list and
adjust the credit note refernce against the original voucher number and save
I am having trouble with regularizing a PDC entry. Why is the software not automatically taking the date or updating the information?
The PDC entry needs to be manually regularized every time and the software does not automatically update the information or take the date,please follow below steps:
Step 1: Go to the Administration tab and click on Miscellaneous Data Entry.
Step 2: Select the Regularize PDF option and filter by One Bank or All Banks.
Step 3: Enter the date range and open the report. Select the entry that you want to regularize and click on the Regularize button.
Is there a feature to automatically remind me of credit limits? If yes, where can I find it in the configuration?
Yes, there is a feature to automatically remind you of credit limits in BUSY. you can configure it from the below steps.
Step 1: Go to administration and then configuration
Step 2: Then features and options and choose the accounts tab, enable the credit limit option and save it
Step 3: Click on administration and then masters
Step 4: Select the required account in modify and enter the credit limit after pressing enter on account group then save it.
What is the auto-create reference option in BUSY and how does it work?
In BUSY, We have Bill by Bill Feature. It is used to create and adjust references of the party voucher to get proper outstanding Report. Auto Adjust is used to adjust the references automatically on FIFO Basis For One, Selected and Group of Party.
Pls Follow the Below Steps :
Step 1: Administration
Step 2: Utilities
Step 3: Reference Management
Step 4: Auto Adjust Reference
We can auto adjust Bill Wise, Batch Wise, Order Wise. Do this process After backup.
Can i create reference number automatically in voucher
Yes you can create a reference number automatically in voucher by following these steps:
Step 1: Go to administration menu then click on configuration submenu
Step 2: Then click on features and options then click on accounts tab
Step 3: Then click on configure available at the right side of bill by bill details feature
Step 4: After that tick the auto create party references in sales voucher and purchase voucher and click on ok then save the changes
How can I generate installments in BUSY
To generate installments in BUSY, follow these steps:
Step1 Go to Administration and click on Feature Options.
Within the Account tab, enable Bill by Bill Details.
Step2 ModiFinancial Year the account master and enable the Bill by Bill Details option.
Step3 While entering a sale bill in the Bill by Bill Adjustment Amount window, tick Split Ref and speciFinancial Year the number of installments along with the installment basis.
By following these steps, you can easily generate installments in BUSY.