Frequently Asked Questions

If you want to check account balance then follow the given steps :
 Step 1: Go to Display menu 
 Step 2: Click on Account books 
 Step 3: Then click on Account ledger option
 Step 4: Then click on Account wise option 
 Step 5: Then click on standard option 
 Step 6: Then select particular account or all account as per your requirement 
 Step 7: Then Specify date range and click on Ok button 
 Step 8: Here you are check the balance of the account 
 Note : If you are having difficulty accessing this report, please verify that you are logged into the company using the sub-user login credentials. If yes, then it indicates that you do not have the necessary rights to access it.

If the formatting of report is incorrect in BUSY, you can adjust or reset through custom column option by follow these steps: 
 Step 1: Open the required report in BUSY. 
 Step 2: Click on Custom Column in the report’s header part. 
 Step 3: Create a Format Name and click on Add New Col. 
 Step 4: Now, add the custom columns as per requirement and save the format. 
 Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data. 
 The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option from the configuration tab under Administration.

To add custom columns in reports in BUSY, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.

To check if any vouchers are non-taxable, you need to follow the below steps:
 Step 1: Go to Display, then select Account Books.
 Step 2: then select Account Registers (standard), then select Sales Register or which report you want to check, then select date range and relevant information, then select all sales types.
 Step 3: then select All parties, then select the sales registered date range for which you want to check the non-taxable.
 Step 4: In that, you will find the option to show bifurcation of amounts. Set yes to this option.
 Step 5: and then press F2 or OK to load the report; it will show the bifurcated tax amount, in that you can see the GST amount bifurcation in that you will the taxable value and not-taxable value.

If you are operating two companies and having issues with getting separate sale reports for each then follow the steps 
 Step1 open BUSY and go to open company option 
 Step2 select your first company out of two companies and open it 
 Step3 then go to Display menu and click on account books 
 Step4 click on account register standard then click sale register 
 Step5 click on all sale type then all parties and set date range for sale report 
 and enable bifurcation of amount then press Ok 
 Step6 after opening the report click on export and then select excel option and set the path for export the sale details then export 
 like the same way open the other company and export the report

If you are getting an error while opening report from a certain month please follow given below steps:
Step 1: Open the report in a short date range and try to find the issue
Step 2: If you find the issue solve it accordingly
Step 3: If you are facing same issue then you need to do some troubleshoots
Step 4: To do troubleshoot go to house-keeping menu
Step 5: Check incomplete vouchers,junk characters and run reindex databases
Step 6: Make sure you are using latest version of BUSY software
Step 7: If your data size is heavy may be its taking time to open so we recommend to open data between a specific date range
Step 8: If still issue not resolved reinstall your BUSY software
Note: Before doing any troubleshoot take the latest backup of your data

s : Ledger reconciliation is the process to cross verify the party's data report with the data maintained in our books. Purpose of ledger reconciliation is to find the discrepancies if present and take required steps for correction.
To reconcile customer ledger from our records follow the below steps:
Step 1: Go in administration > Configuration > Features and option > Accounts tab > Enable Ledger reconciliation feature.
Step 2: Open party ledger from display > account books > account ledger or Press ALT+L (Shortcut to open account ledger) 
Step 3: Press Y to Enable ledger reconciliation and open the report.
Step 4: Press F4 key to reconcile each entry.
Remark - Ledger report with Ledger reconciliation feature will not open if the details to be shown are either Full vouchers or All other accounts.

To reconcile accounts in BUSY, follow these steps:
Step 1: Open BUSY and go to the "Administrationsection.
then click on configuration, then select 'features/Options', then click on Accounts option & search for 'Ledger Reconciliation' by pressing 'F3' Key & tick on that option to enable it & save this information.
Step 2: Then Press 'Alt + L' Key to open account ledger report.
Step 3: Select Account which you want to reconcile, then choose the date range
Step 4: Click on 'Enable Reconciliation' option & set as 'Y', then select 'Enteries to be shwon' option as 'Y', Choose any one option Like 'All' & press 'Ok' to open that Report.
Step 5: Select appropriate entries for reconciliation and then press 'F4' Key to reconcile that entry, select option as 'Y' & mentioned desire remark if require.

To reconcile your laser balance reports with actual data, you can follow these steps in BUSY:
 1. Verify Opening Balances: Cross-check the opening balances shown in the laser balance reports with the actual opening balances outside the software.
 2. Identify Discrepancies: Compare the account balances shown in the software with the actual account balances. Identify any discrepancies or differences.
 3. Investigate Transactions: Review the transactions recorded in BUSY for any errors or missing entries that may be causing the discrepancies.
 4. Make Adjustments: Correct any errors or missing entries in BUSY to align the software balances with the actual data.
 5. Reconcile Closing Balances: Once the adjustments are made, verify that the closing balances in the laser balance reports match the actual closing balances.

To see Cash Sales you need to follow some steps: 
 Step 1: Click on Display and then click Accounts Book.
 Step 2: Now click on Accounts ledger and then click on Account wise option.
 Step 3: Now click on standard option and then click One Account .
 Step 4: Now enter cash ledger name in account name field and specify period and enable other option as per requirement in reports.
 Step 5: Now click on Ok option after open ledger you can click on Filter option.
 Step 6:Now specify Type in filter on field. 
 Step 4: Now specify operator as Having and then specify value as sale and filter type and click on filter option .with this filter option you can see only sale voucher with cash.