Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I need help adding custom columns in the software to track additional data. Can that be done?
If you want to add custom column then please follow the given
steps
Step 1: Open desired reports then click on the custom columns
then enter the format name.
Step 2: Then click on add new col then enter the heading
then select the position then select data type then
alignment then no of chars.
Step 3: Then select data field then select category as per
the field requirement.
Step 4: Then select master name col if you select account master
or item master in the category field then click on the
fields button and and search the field and enter.
Step 5: Then click on save fld. button then exit.
Step 6: While opening report you need to select format name
instead of standard to see the cusomized report.
How can we get the clubbed report of cash and bank books?
Clubbed cash and bank books will display both cash and bank data in a single report. In BUSY , we are required to create columnar report for bank and cash books.
To get the clubbed report of cash and bank books follow the below steps:
Step 1: For creating columnar report , Go to administration > configuration > columnar reports > Cash/Bank book > Select Bank/ cash accounts and save the configuration ( Press F9 key to delete row if required ).
Step 2: For open the clubbed report , Go to display > account books > Cash/Bank book > multiple column > Open.
It will reflect all selected cash/bank account data in a single report.
Remark - Maximum 5 cash/bank accounts can be selected for configure cash/bank columnar report.
How do I arrange the sales register alphabetically by party in BUSY?
You can access various reports related to sales, purchases, inventory, etc. in BUSY by following these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Display tab on the top menu bar.
Step 2: Under the Display tab, select Account Books and then click on Account Registers (Standard). This will open a list of different reports that you can choose from, such as sales register, purchase register, etc.
Step 3: To view the inventory status of your items, go back to the Display tab and select Stock Status. This will show you the current stock position of your items along with their rates and values.
Step 4: Sort on party name alphabetically click on party name tab
What accounting reports are available in BUSY? How frequently are they updated?
BUSY provides a variety of accounting reports to help you to manage your business finances effectively. Some of the reports are:
1. Financial Reports: These include Balance Sheet, Profit & Loss Account, Trial Balance, etc.
2. Account Books: These include Account Ledger, Sales Register, Purchase Register, etc.
3. GST Reports: These include GSTR-1, GSTR-2, GSTR-3B, GSTR-4, GSTR-9, etc. These reports help you to comply with the GST laws and regulations in India.
4. Outstanding Analysis Reports: These include Bills Receivables, Bills Payables, Aeging Reports, etc. These reports help you to manage your cash flow and credit control.
5. MIS Reports: These include Profitability Report, Cash Flow, Fund Flow, Ratio Analysis, Multi Company Results, etc.
The data in these reports updates automatically on real time basis.
How can I identify and fix discrepancies in my accounts in BUSY?
To identify and fix discrepancies in your accounts in BUSY, you can follow these steps:
Step 1. Review your account ledgers, balance sheets, and reports to identify any inconsistencies or discrepancies.
Step 2. Cross-verify opening and closing balances to pinpoint the specific accounts where issues exist.
Step 3. Check the vouchers and entries related to those accounts for any errors or incorrect data.
Step 4. Make adjustments and rectify any data entry mistakes or inaccuracies.
Step 5. Match invoices and receipts to ensure they are accurately recorded.
Step 6. Reconcile and verify GST amounts voucher-by-voucher between BUSY and the government portal.
Step 7. Update to the latest version of BUSY to ensure you have the most recent bug fixes and improvements.
Step 8. Take backups of your data before making any changes or corrections.
Why does the BUSY appear partial transaction in data?
If some partial data is displaying in data, check the possible reason:
1.Confirm that if the invoice is posted with a zero value, it will not appear in the report.
2.If a particular voucher has been canceled, it will also not appear in the ledger report.
3.Confirm that the correct party is selected in the purchase voucher, and make corrections if needed.
4.Check if any other account is incorrectly tagged in the item master instead of the purchase or sales account. Correct the tagging if the wrong account is updated and then resave the invoice.
5.If the wrong account is tagged in the purchase or sales type, correct the account tagging in the purchase/sales account information field, and resave the invoice.
6.Check the company you are checking, must be the correct one.
I want to export my invoice and payment reports from BUSY. How can I do this?
To export invoice from BUSY, you can follow these steps:
Step 1: First open the invoice and click on the Print button or press ALT+P. Then, you need to select your format and click on Export button or press ALT+E.
Step 2: Choose Data Format such as PDF, HTML or XML and press OK.
To view & export payment report in BUSY, you can follow these steps:
Step 1: Go to the Display menu and click on Account Books.
Step 2: Select Account Registers(Standard) and Choose Payment Register.
Step 3: Enter the date range and can view the report.
To export that report use the Export (ALT+E) option to export it in a compatible file format such as Excel, CSV, PDF & Google Sheet.
Can you guide me how to add a custom column in sales register report?
If you want to add a custom column in sales register report please follow these steps:
Step 1: Go to display menu then click on account books
Step 2: Then click on account registers then click on sales register
Step 3: Open the report and select sale type and party as all or one as required
Step 4: Specify the date range and then generate the report
Step 5: Then click on custom column and enter a format name
Step 6: After that press enter and click on add new column and then specify the heading,position and data type as required
Step 7: Afterwards mention the alignment and number of characters
Step 8: Select category and click on field then select the field after that save the field then save the format
Can we check sales reports with unapproved/rejected entries and how do we identify them?
To check sales reports with unapproved/rejected entries and how do we identify them follow the below steps:
Step 1: Go to Display >Account book >Account register (Standard ) >Sales register >Open report after enabling Include unapproved/rejected entries .
We can identify Unapproved and rejected entries by the colour mark mentioned just before the date in the report.
Red colour will indicate unapproved entries and Brownish red colour will indicate rejected entries.
Voucher/master Approval
Voucher/Master approval is a feature through which can provide approval rights of different vouchers and masters to different users.
Enable Voucher / Master Approval feature in Administration > Configuration > Features / Options > Enterprise Features tab and configure approval rights.
Video link for Voucher/master approval - Voucher - Master Approval in BUSY (Hindi)
The payment I make to the party only shows the item amount. I also want to show the GST amount separately. How can I do this in BUSY?
To show two separate amounts and reference numbers in payment invoices generated
through BUSY one for item and one for the gst amount you need to follow the steps
Step1 go to the transaction menu and click on purchase and click to add
Step2 make the voucher with neccessary details and save the voucher
Step3 when the reference generation box open click on new reference then click on split reference select number of refernce 2 select basis as specified gap days 0 and click on split then save
step4 then go to payment voucher and save the voucher with details then at the time of
saving a reference box will open select adjustment and select the separate reference
