Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How can we add shipping details column in sales report?
In BUSY, you can add billing and shipping details through a custom column in the accounting and inventory reports. To do this, you need to create new report format and select the relevant data fields to display the necessary information in the report.
Pls Follow the Below Steps for add custom column in report :
Step 1: Open The Required sale Report.
Step 2: Click on Custom column (The option will appear at the top of the BUSY screen)
Step 3: Provide report format name.
Step 4: Add New Column
Step 5: Provide heading name , position and select the required field from Inventory Voucher (header)
Step 6: Save the format and reopen the report with new format .
Note- Custom column feature is not available in Basic model of BUSY.
Can I customize the format of my reports in BUSY?
In BUSY, you can add columns in reports as per your requirements by using the custom column feature. To know how to use this follow the below steps:
Step 1: Open the desired report in which you want to add a column.
Step 2: Click on custom column option available in the report’s header part.
Step 3: Create a format name and click on add new column. 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.
My sales register report is not showing all the required information like GST number, invoice total etc. What should I check to make sure it displays properly?
If you want to add cusom fields like party name gst number and invoice date in sales
register
Step 1: Go to display report then account books
Step 2: Then select account register standard then sale register then all sale type
then all parties then enter starting date and ending date and enable option of
show party tin gstin no turn it to Y then Ok
Step 3: Then here you have all information which you want to see.
Step 4: Make sure you are opening report with standard format.
Step 5: Press Alt + D for default alignment of column.
Step 6: Make sure you have enabled the option for which you are looking for in the
report.
What will be the reason if the ledger book of one party shows the account name of another party master?
If in the ledger book of one party , showing the account name of another party master then we need to check the tagging of the account either in item master , sale/purchase type.
Mostly such issues occurred due to tagging of different accounts in item master in place of sale and purchase account.
Step 1: Open ledger ( Press Alt+L or go to display >account book > account ledger book ).
Step 2: Open the entry in which another account master is displaying.
Step 3: Open item masters in modify mode (Press alt +M at item grid to open master in modify mode) and check account tagged in place of sale and purchase account .
Step 4: Correct tagging in item master and check the report.
Access issues to features mentioned during sales in BUSY: troubleshooting and resolution.
If you are experiencing access issues to features in BUSY that were promised during the sales process, it's important to address this concern promptly. Here's a step-by-step guide to troubleshooting and resolving these issues:
Step 1 :Start by reviewing the sales agreement or contract you have with BUSY.
Step 2 ;Verify that your user account has the necessary permissions to access the features you're having trouble with.
Step 3 :Make sure you are using the latest version of BUSY.
Step 4 :If you believe there is a discrepancy between what was promised during the sales process and what you are currently able to access, contact BUSY's sales or customer support team. They can help clarify the features included in your package.
Why am I unable to generate settlement amount even though debit and credit values are showing equal?
If you are unable to generate a settlement amount even though the debit and credit values are showing equal, it could be due to other factors affecting the settlement process and for this you can follow some steps:
Step 1: Go to Administration and then click on Configuration.
Step 2:Now click Voucher series Configuration and select voucher type
Step 3: Now click on Series of voucher and then click on Voucher configuration option.
Step 4: Now seach Settlement option by F3 key and then in configuration enable post settlement data along with party data and then click on OK option and save the configuration.
Step 5: Now resave voucher and then check ledger it will show you entries with settlement ledger.
How do I check account balances in BUSY?
A physical stock voucher entry is a type of transaction used to update the physical stock quantities in the inventory. It is commonly used to record changes in stock levels due to various reasons, such as receipt of new stock, transfer of stock between locations, or physical counting for stock adjustments.
Solution/Answer/Relevant Steps
Stock Inflow: This type of voucher entry is used to record the inflow of stock into the inventory. It may include transactions like purchase receipts, production receipts, and stock transfers into the inventory from other locations.
Stock Outflow: This type of voucher entry is used to record the outflow of stock from the inventory. It may include transactions like sales deliveries, stock transfers out to other locations, and stock write-offs.
Why can't I view previously generated invoices on the software?
If you have entered vouchers in BUSY, but they are not visible on the sale list or report, it may be due to the Approval option being enabled. To fix this, follow the steps mentioned below:
Step 1: Log in to the company's admin user.
Step 2: Navigate to the Display menu, then click on the Checklist.
Step 3: Click on Voucher/Master Approval Report and select the 'To be approved vouchers' option. Approve the vouchers from there.
If you are not using the Approval option, and the vouchers are still not reflecting in the list, I recommend taking a backup and running the 'Regenerate Dual Voucher' function. If the issue persists, please seek assistance from BUSY customer support at 8282828282.
How do I generate invoice reports filtered by customer?
In the BUSY, generating customized invoice reports by customer is a straightforward process. Begin by navigating to the Reports section and selecting the Sales Register report. To narrow down the results to a specific customer, simply utilize the convenient filter feature located at the top of the software. Within the filter options, choose the specific customer for whom you wish to generate the report. Once applied, this filter will instantly provide you with a comprehensive list of invoices directly related to the selected customer. This invaluable filter feature is not limited to the Sales Register alone; you can employ it across various report types, making it a versatile tool for tailoring your financial data to meet your specific business needs.
How do I customize sales register columns in BUSY
Pls Follow the Below Steps :
Step 1: Display Menu
Step 2: Account Books
Step 3: Account Register
Step 4: Sales Register
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add New Column or Add New Row
For New Column :
Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data field , Formula Based and SQL Query
Step 3: Select the Category and required field.
For New Row :
Step 1: Enable the sub details option
Step 2: Mention the Show After and Column Field, For when should show and under Which Column.
Step 3: Select the Category, Column Name and Required Field.
