Frequently Asked Questions

: Creating a new account master in BUSY Software is simple and efficient. Just follow these steps:
Step 1: Open your company in BUSY Software.
Step 2: Navigate to the Administration menu and select Master.
Step 3: Click on the 'Add' option to create a new account.
Step 4: Follow the provided instructions to input the necessary details alongwith account group details, and then save the master.
Congratulations! Your new account master has been successfully created in BUSY Software

The bill by bill option is not working during voucher entry in BUSY due to these possible reasons.
1. The feature of Bill by Bill Details is disabled in the Accounts tab.
2. The option of Maintain Bill by Bill Balancing is disabled in the Account Master.
3. If the bill by bill details window is not appear during voucher entry then might you have enabled Auto Create Party Reference option under Bill by Bill Details Configuration.

In BUSY, you can record accounting vouchers such as payment, receipt, contra and can mention NEFT and RTGS as intrument details in it. To enable it follow these steps:
Step 1: Go to Administration and click on Configuration.
Step 2: Select Features / Options then click on Accounts tab.
Step 3: Tick on the option called Maintain Bank Instrument Details and save.
Step 5: Now, when you record vouchers you can enter the Inst. Type and Inst. No.

If you are unable to specify closing stock manually then follow the below steps :
Step 1: Go to Administration menu 
Step 2: Click on Configuration 
Step 3: Then click on Feature and option 
Step 4: Then click on accounts feature 
Step 5: Then select manually in the given option of Balance Sheet stock updation 
Step 6: Then click on save button 
Step 7: After that you can manually enter closing stock in balance sheet

If you have entered a payment or receipt voucher as post dated cheque entry then you can regularize that by using these steps:
Step 1: Go to administration menu and select miscellaneous data entry option.
Step 2: Select regularize PDC option and choose either one bank or all banks.
Step 3: Enter the date range then open the report and after opening it select that entry which cheque is cleared.
Step 4: After selecting click on regularize button.

For tracking expenses, You can use tracking number feature in BUSY.
follow the below steps:
Step 1: Go to Administration
Step 2: Configuration
Step 3: Features / Options
Step 4: enable maintain tracking number in voucher.
Step 5: Select voucher type where you will enter your expense voucher. E.g. Journal Voucher.
Step 6: Add journal voucher from transaction.
Step 7: It will ask for putting tracking no, in it.
Step 8: Now you can check your expense wise tracking number report from display.

To tag the Account Head for BUSY Masters, first identify the nature of the account whether it's Expense, Income, Sundry Debtors, Sundry Creditors, Bank, or Cash, etc. Then, select the appropriate Account Group, or you can consider it as an Account Head and associate it with the Master. If you need more information about this Account Group tagging, you can search with Google to identify the group and then proceed with tagging it.

The bill by bill window not showing during voucher entry in BUSY due to these possible reasons.
1. The feature of Bill by Bill Details is disabled in the Accounts tab.
2. The option of Maintain Bill by Bill Balancing is disabled in the Account Master.
3. If the bill by bill details window is not appear during voucher entry then might you have enabled Auto Create Party Reference option under Bill by Bill Details Configuration.

If you want to mention the cheque clearing date in receipt voucher, you need to follow these steps:
Step 1: Go to administration menu then select configuration sub menu.
Step 2: Select features and options and click on account tab.
Step 3: Here, tick on post dated cheques in payment or receipt vouchers option and save.
Step 4: Now, when you enter the receipt voucher you can specify the type as PDC and mention the PDC date.

For bank reconciliation in BUSY enable option first please follow below mention steps:-
 Step 1:- Administration Tab
 Step 2:- Configration 
 Step 3:- Feature / option
 Step 4:- Accounts
 Step 5:- Bank Reconcilation option click on checkbox and save
 Step 6:- Go to Display tab 
 Step 7:- Bank Reconciliation, Select relevant option wants to check clear entry, unclear entry 
 For entry clear press F4 on entry and enter date of clear