Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I am unable to add a custom column to my sales register for TCS amount. How can I do this?
To add a custom column for TCS amount in the sales register of BUSY, you can follow these steps:
Step 1: Open the sales register in BUSY.
Step 2: Navigate to the Custom Columns section.
Step 3: Create a format name of your choice.
Step 4: Click on Add New...
I want to reconcile my sales with the invoices generated in the software. How can I extract and tally the invoice numbers or IRN numbers for a period?
To reconcile your sales with the invoices generated in the BUSY,
You need to add the IRN numbers in the sales register report to reconcile the sales with the e-invoices generated. For this, you need to follow the below steps:
Step 1: Go to Display, then select Account Books, and...
How can I customize the report to include/exclude certain fields and export in excel?
Please follow the below steps for standard customization in report:
if you want to remove any column from a report:
1: Open report in which you want to add / remove some column
2: Click on cutom column which is available in report on top right
3: Enter format you...
How can I capture mobile numbers of customers who pay in cash and get reports on it?
First, You need to mention the customers mobile numbers in Billing/shipping window ,So that we can capture it and get report by adding custom column of that field and to mention it follow below steps:
Step 1: Go in administration and select configuration.
Step 2: Then select voucher series configuration....
Why am I getting an error message when trying to generate reports in BUSY?
Error messages when trying to generate reports in BUSY can be caused by a variety of factors. These errors can range from simple configuration issues to more complex software or data problems. To address this issue, you should follow a systematic troubleshooting approach:
Step 1 :Start by carefully reading and...
I need to add custom fields like customer GSTIN to my sales invoices. How can I do this?
To add custom fields like customer GSTIN to your sales invoices, register. You need to follow the below steps:
Step 1: In the default setting of standard format GSTIN already coming in Sales Invoice,
Step 2: If it's designed, you can modify the invoice format by contacting the dealer.
Step...
How can I troubleshoot problems with loading or viewing certain reports like sales analysis by HSN code in BUSY?
If it is taking long time for opening the report, might be report size is heavy. Furthermore you can troubleshoot by following the below mentioned steps.
Note : Plaese take latest backup before running any process.
Step 1: Go to housekeeping then click on reindex.
Step 2: Select you can...
Why am I unable to see the full sales report in BUSY? It is only showing partial figures.
If you are unable to see the full sales report in BUSY and it is only showing partial figures, there could be a few possible reasons for this issue.
1. Date Range: Make sure you have selected the correct date range for the sales report. Check if the report is...
I need to pull old purchase data with GRN details for reporting. How can I get historical data with additional fields?
To see purchase data along with GRN then you need to add Custom Column and you can follow some steps:
Step 1: Go to the Display and click on Accounts Books.
Step 2: Now click on Accounts Register Standard and then select purchase Register and select the option for purchase type and parties for which report will be generate.
Step 3:Now specify time period and then enable Tax bifurcation and other option as per your requirement for report and then press OK Option.
Step 4: Open your report and then click on Custom Column option.
Step 5: Now enter any name in format name field and press Enter key.
Step 6: Now click on Add column option then Specify the heading of the column,Show after which Column,Data type as Text,Alighment,No. of characters,Category in Data field as Inventory voucher body then click on Field.
Step 4: Now Select the field for GRN Wherever you have entered during voucher entry wheather it is in GR RR No. Field or add optional field and save the format and then reload report from starting with select Add custom column format name during select time period for report.
I posted a bill sundry of freight in a sale voucher in BUSY but the freight and forwarding amount is not showing up anywhere. Where did it go?
If you have posted a bill sundry of freight in a sale voucher in BUSY software, but the freight and forwarding amount is not showing up anywhere, you need to follow the below-given steps:
Step 1: Check if you have tagged any account within the bill sundry. To check this, follow the steps given below:
- Go to the Administration menu.
- Click on the Master option and select bill sundry.
- Click on the modify option and open the bill sundry.
- Check under Accounting in the sale option if you have defined the account in front of the head to post.
- If you have not tagged the Freight account here, you need to tag it to reflect the "freight amount applied in sale" to the ledger. But if you have tagged an account, it will not affect the taxable amount of sale.
Step 2: If you want to add the freight amount with the sale taxable amount, you should not tag the account there. To check the report, you need to follow the below-given steps:
- Go to the Display menu.
- Click on the Inventory book and select bill sundry ledger.
- From there, you can check your freight amount.
