Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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
What are the different places I should check if my sales reports are showing inconsistent totals compared to entries?
If your sales reports are showing inconsistent totals compared to entries, you should check the following places in BUSY:
1. Sales Register: Verify the individual sales entries and their amounts.
2. GST Reports: Compare the total sales amount in the GST report with the sales register.
3. HSN Summary: Check if the total sales value matches the HSN summary report.
4. Party Groups: Ensure that the total sales for each party group matches the individual party sales.
5. Batch-wise Stock Reports: Look for any incorrect sales entries against batch numbers with insufficient stock.
6. Profit/Loss Reports: Check if the sales and profit/loss figures align.
By examining these areas, you can identify any discrepancies and troubleshoot the inconsistent totals in your sales reports.
I am unable to find a certain invoice in the software even though my supplier has submitted it. What should I do to get this invoice to show up?
If voucher are not showing in BUSY and your supplier has submitted the invoice then you recheck invoices from purchase register that are entered or not.If is not entered then you have to add again BUSY. To see Purchase Register in BUSY 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.In this report you can see the voucher that you have entered in BUSY.
I need to find a past entry I created but am unable to locate it. How can I search for entries in BUSY?
If you are unable to generate past entry reports in BUSY please follow these steps:
Step 1: Make sure that the date you are specifying while opening the report belongs to the current financial year
Step 2: Make sure you are checking correct report
Step 3: Make sure transactions existance is available in the company or not
Step 4: Make sure you have specific rights to view the report if you are logged in with subuser
If you want to search entries in BUSY follow given below steps:
Step 1: Go to display menu and click on query system or press key ALT+Q
Step 2: Then click on query on transactions
Step 3: Afterwards you can search your past entries
I updated the master balances in BUSY but it is still showing the wrong opening balance for next financial year
Sometimes, the opening balance in an account may not match the closing balance of the previous financial year, even after running the update master balance option. In such cases, you can try the following troubleshooting steps:
Take backup before making any changes.
Step 1: Run update master balance in last year and change the financial year with New & Changed Masters.
Step 2: Open that master in last year and resave that account master and then change the financial year with New & Changed Masters.
If same issue persists then you can also reach out to us anytime on our 24X7 helpline number: 8282828282 or 011 40964096. The executive guide you the process for renewal and payment process. Alternatively, you can email us your query at support@busy.in.
Can I create a custom purchase ledger for a supplier to track the total purchases and payments separately?
If you want to Track total Purchases & payment seperatly Follow these steps to add Accont groups and Account names:
Step 1: To do this, go to Administration, then Masters, and then Account Group.
Step 2: Click on Add and enter the name of your Account Group.
Step 3: If you want to make it primary, press Y. If you want to tag it in another group, set it under the group and save.
Step 4: For Account Creation, go to Administration, then Masters, and then Account.
Step 5: Click on Add and enter the name of your Account. Select the group and save.
Step 6: Proceed to the transaction menu and make the necessary entries.
Step 7: Now You Can See The Ledger account Wise Or account Group Wise.
Is there a way to filter sales summary reports in BUSY by voucher series for a specific shop?
In order to filter sales report by specific voucher series for a specific shop need to follow below steps:
Step 1: Go to Administration then Configuration.
Step 2: Under configuration tab click on voucher series configuration, then go to Voucher Series Group
Management.
Step 3: Further, you have to create a voucher series group and tag the specific series accordingly.
Step 4: Then go to Display then Account Books then Account Registers Standard
Step 5: Click on the Sales Register then Select the specific voucher series group and date range then
open the report
Step 6. After opening report, Click on Summary option at the Bottom right and summarize on Material
Centre. Like this you can get your specific report.
