Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
I need to reconcile my payments but am unable to do so in BUSY. What should I do to fix this?
For the reconciliation of the Payment vouchers you can refer to below reports :
1. List of Payement voucher
2. Payment register available in Account books under Display menu
Here you need to manual reconcile this report. Further we have the provision for ledger reconciliation and Bank reconcilation so for the same you can refer these steps :
1. Go to Administration
2. Click on Configuration and move to features and options
3. Go to Accounts and enable Bank Reconciliation and Ledger reconciliation
4. Now for ledger reconciliation you can open the ledger of the respective party and use F4
5. For Bank reconciliation you can move to display menu and click on Bank reconciliation report
6. Here also you can use F4 key for reconciliation purpose
I need to generate monthly sales and purchase registers for my auditor. How can I do this in BUSY?
To generate monthly sales and purchase registers in BUSY for your auditor, you can follow these steps:
1. Open BUSY.
2. Go to the Display then Go in Accounts book
3. Select the Sales Register standard option for the sales register report.
4. Choose the desired date range for the report.
5. Click on the Generate button to generate the sales register report.
6. Similarly, select the Purchase Register option for the purchase register report.
7. Specify the date range for the report.
8. Click on the Generate button to generate the purchase register report.
9. Save the reports in the required format (e.g., Excel) and provide them to your auditor.
I am trying to generate sales reports for last month but the reports are not showing any data. Why am I unable to generate reports in the software?
To generate reports for the last month in BUSY, make sure all transactions are properly recorded and try running the report again. If you are still having issues so open any sales voucher of last month and resave then check Report if entry show then follow these steps:
1. Take backup of your data
2. Go in House-keeping then go in regenrate dual voucher
3. Click You can proceed as I have the latest backup.
4. Then click on filter date range and select last month starting date and end date
5. click on selected vouchers and select sale in voucher type
6. click yes on run Regenrate dual voucher Then check Report
I created a new expense group for custom duties in BUSY but cant find it What did I do wrong
If you created a new expense group for custom duties in BUSY but cannot find it, there could be a few reasons for this.
First, double-check that you saved the new expense group correctly. Make sure you clicked on the save button after creating it.
Next, verify that you are looking in the correct location or check account group list also from master tab.
If you still cannot find the new expense group, it is possible that there was an error during the creation process. Try recreating the expense group and ensure all the necessary information is filled in correctly.
If none of these solutions work, it may be helpful to consult BUSY's user manual or contact their customer support for further assistance."
How can we check sales register in BUSY? How can we send invoice to the customer through Email?
To check the sales register in BUSY, follow these steps:
Step 1: Go to Display section then click Account books .
Step 2: Now, Choose the Account registers standard menu then select sales register report.
Step 3: Next, Click on All sales type and all party
Step 4: Mention the date range , Press on OK tab and view the report.
To send invoice to the customer through email in BUSY, follow these steps:
Step 1: Go to transaction section then select the required voucher type
Step 2: Click on modify tab and access the invoice in modify mode.
Step 3: Press ALT+M shortcut key to command Email then select the required format.
Step 4: Specify the recipient mail id and then click on Send option.
