Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
I want to check the ledger for a particular party in BUSY. What steps should I follow?
To check the ledger for a particular party in BUSY, follow these simple steps:
Option 1: Press Alt + L and specify the party name and put the relevant information with date range and press OK and F2 to open the leadger.
Option 2:
Step 1: Go to Display.
Step 2: Select Account Books.
Step 3: Choose Account Ledger.
Step 4: Pick "Account-Wise."
Step 5: Select the ledger format (Standard or T-format).
Step 6: Choose the party account (one, a group, all, or selected accounts).
Step 7: Specify the party name.
Step 8: Provide the relevant date range.
Step 9: Press OK or Press F2 to open the ledger.
How can I customize the audit trail view to add columns like original quantity?
If the formatting of report is incorrect in BUSY, you can adjust or reset through custom column option by follow these steps:
Step 1: Open the required report in BUSY.
Step 2: Click on Custom Column in the report’s header part.
Step 3: Create a Format Name and click on Add New Col.
Step 4: Now, add the custom columns as per requirement and save the format.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option from the configuration tab under Administration.
What sales reports available in BUSY?
Analysis report displays details of all the Sales and Sales Return transactions. From this report you can also view details of items sold or returned through specific brokers.
To view Sales Analysis reports, click Display > Sales Analysis option. On clicking the Sales Analysis option, 14 options are displayed. The options are:
Item-wise,Party-wise,Item Group-wise,·Party Group-wise,·One Party-All Items,One Party-Group of Items,·One Party-All Item Groups,One Party Group-All Items,One Party Group-Group of Items,·One Item-All Parties·One Item-Group of Parties,·One Item-All Party Groups,·One Item Group-All Parties,
·One Item Group-Group of Parties
In the Account Registers (Standard) option, you can print all the account registers in the Standard format as created by BUSY. On clicking the Account Registers (Standard) option, list of following Sales registers appear.
Sales Register,Sales Return Register.
I am confused about the credit and debit entries in my account. Can you explain how credits and debits work in BUSY?
In a BUSY,credit and debit entries in any ledger reflect on the basis of the entry in which they have been either debited or credited. To understand the meaning of debit and credit amounts reflecting in the ledger, firstly you have to know about the account group nature. If the account group has a debit in nature and the ledger shows a debit side value, that means that particular account value is increasing in your company. On the other hand, if the ledger shows a credit side value, that means the account value is decreasing or reducing in your company. Whatever the side has a higher value, the difference of debit and credit will come on the basis of it.
