Frequently Asked Questions

Solutions to common issues related to Accounting ReportsAccount Books.

BUSY FAQ subcategory answers and support

Support

Step-by-step Answers

Why the party name is showing blank in that party ledger?

If the party name is showing blank in the ledger then make sure that while opening the ledger then there is a option of account name to be shown by should be as name instead of alias.

How to create a date range report in BUSY

To view your data for a specific period, you can select the Start Date and End Date options in any report in BUSY. You can also press F2 to change the date range without leaving the report.

How can i filter on a accout books report?

To apply filter in account books report, you need to follow these steps :
Step 1: Go to display then account books
Step 2: Open a report you need and now press F7 key and apply filter in report.

How can I check bank balances in BUSY

To see your bank balance, you can open the Bank Account Ledger. It will show you the balance up to the date you opened the ledger. You can use the shortcut key ALT+L to open a ledger.

How are parties/customers tagged into groups for reporting?

If you open any report like - sale or purchase register, payment or receipt or journal register , account ledger , gst report you can open report with one party , group of party or all parties.

How do I get total sales amount

You can use various reports in BUSY to see your total sales amount. Some of these reports are: Sales Register, Profit & Loss, Sales Ledger, etc. You can access any of these reports to analyze your data.

What sales reports are available in BUSY?

BUSY provides following reports regarding sales in different formats:
1. Accounting sale register
2. Sales Summary
3. Sale type wise GST reporting
4. Inventory sale register
5. Sales item wise Analysis
6. Sales party wise Analysis
7. Supply outward register with tax bifurcation etc

I want to view purchase invoices summarized by invoice rather than line item. The current report shows each item on separate lines. How can I change the report to group by invoice instead?

To see purhcase invoice wise report , follow these steps:
Step1 : Click on display
Step 2 : Account Books
Step 3 : Account register
Step 4 : Purchase register
Step 5 : Open check report

I am unable to export my sales register to Excel. It is exporting as a CSV file instead. How can I get it to export as an Excel file?

When exporting the sales register to Excel, it exports as a CSV file. This happens because when importing the report, you need to select the data format as Microsoft Excel before exporting the data into Excel.

I want to understand how to navigate between different months and dates in the transaction history. What steps should I follow?

To navigate between months and dates in transaction history, you can select the desired date range and use the arrow buttons to move between months. Alternatively, you can use the F5 key to summarize the report.
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