Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I need help reconciling discrepancies in my account balances in BUSY. What troubleshooting steps can I perform?
To reconcile discrepancies in your account balances in BUSY, you can perform the following troubleshooting steps:
Step 1 : Verify Opening and Closing Balances: Cross-check the opening and closing balances in your accounts with the actual balances outside the software.
Step 2 : Check Data Entry Errors: Review your data entry for any mistakes or incorrect entries that may be causing the discrepancies.
Step 3 : Match Invoices and Payments: Ensure that invoices and payments are accurately recorded and matched in the software.
Step 4 : Reconcile Bank Statements: Compare your bank statements with the transactions recorded in BUSY to identify any discrepancies.
Step 5 : Review Transaction Dates: Check if the dates of your transactions are correctly entered and match the actual transaction dates.
Why don't I see an option to filter or view cash transactions separately in BUSY sales reports?
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.
I want to reconcile my ledger balance reports with actual data. What process should I follow to do this?
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.
I am trying to tally my total annual cash sales in BUSY. Which reports or features should I use?
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.
Why am I unable to see certain details or reports in BUSY that I need for my work?
If you are unable to see certain details or reports in BUSY that you need for your work
then please follow the given steps
Step 1: Make sure you have enabled the feature that you require for your work.
Step 2: You can see the features by following below steps.
Step 3: Go to the adminstration
Step 4: Then configuration you can check various features here further for more
Step 5: You can check in the feature option
Step 6: You can check here in different option available.
Step 7: For report you can go to display menu.
If still having any issue then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in
Can I make changes to the standard vendor list format or do I need to make a new custom format?
Cannot Make Changes to the Standard Format You can add Custom column in Report If you want to add Custom columns, follow these steps:
Step 1: Open your report. On the upper side, you will find the options for custom columns.
Step 2: Click on custom column, then give a name in the format name field.
Step 3: Mention the heading Name, position, data type, alignment, and character.
Step 4: In the field value details, choose the data field.
Step 5: In the data field option, choose the category.
Step 6: Then choose the column you want in the report & save.
Step 7: If you do not want to see any predefined column, untick the column.
Step 8: Save the field and format.
Step 9: Now reopen the report with the format name that you created.
How do I find the original invoice number in BUSY when processing a sales return without the invoice copy?
To check the original invoice number in the BUSY for sale return entry process, you can check the party ledger and search the relevant sales invoice manually and get the original invoice number.
To open the party ledger book, follow these steps:
Step 1: Go to display section then click on account books
Step 2: Choose the account ledger then select the account wise option.
Step 3: Select the standard format to show ledger, select one party then a window will appear where you need to specify the party master and the date range and click on ok tab to view the report.
Step 4: Afterward, search for the original invoice manually and find the voucher number for the same.
Note: In BUSY, you can open the sales ledger by pressing ALT+L shortcut key.
What books of accounts and registers are maintained automatically in BUSY?
In BUSY, the following books of accounts and registers are maintained automatically:
1. Cash Book: Records all cash transactions.
2. Bank Book: Tracks all bank transactions.
3. Sales Register: Maintains a record of all sales transactions.
4. Purchase Register: Keeps track of all purchase transactions.
5. Journal Register: Records all non-cash transactions.
6. General Ledger: Maintains a summary of all accounts.
7. Trial Balance: Provides a summary of all ledger balances.
8. Profit and Loss Account: Shows the company's income and expenses.
9. Balance Sheet: Provides a snapshot of the company's financial position.
10.Inventory Books: Provides a detailed sale register with item details.
11.Stock status: Provides detailed and summary report of closing stock.
These books and registers are automatically updated as you enter transactions in BUSY.
Is there an option to bulk add multiple custom columns together?
If you want to add Custom columns in Bulk, follow these steps:
Step 1: Open your report. On the upper side, you will find the options for custom columns.
Step 2: Click on custom column, then give a name in the format name field.
Step 3: Mention the heading Name, position, data type, alignment, and character.
Step 4: In the field value details, choose the data field.
Step 5: In the data field option, choose the category.
Step 6: Then choose the column you want in the report & save.
Step 7: Then add Other Columns by follow Steps 4 to 6 & save
Step 8: If you do not want to see any predefined column, untick the column.
Step 9: Save the field and format.
Step 10:Now reopen the report with the format name that you created.
How do I customize sales reports to add transporter details?
To add transporter details in sales report you need to follow the steps
1 go to transaction menu and click on sale then click to list
2 select date range and ok to open the report
3 click on custom column and put a name
4 Click on add column fill the heading name as transporter select the required position
and select data type as text
5 select alighnment to show the report and select the character number of custom field
6 select data field and click on category and select inventory vouvcher header field
7 click on fields then click on voucher hedaer and select the field transport
8 click on save field and save format then open the sale list with the new report format
