Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How can I generate sales reports with multiple filters in BUSY?
In BUSY, you can generate sales reports with multiple filters to refine and customize the data you want to view. Generating sales reports with filters allows you to analyze your sales data more effectively.
Step 1 :Open BUSY and navigate to the Display menu .
Step 2 :Choose the type of sales report you want to generate. Common options include "Sales Register," "Sales Summary," "Sales by Customer," "Sales by Product," and Sales Analysis.
Step 3 :Apply Filters:
Look for options to apply filters to your report. Filters allow you to narrow down the data based on specific criteria. Common filters may include:
Date Range: Specify a date range for the report, such as a specific month, quarter, or year.
Customer: Filter by customer name or customer category to view sales data for a particular customer or group of customers.
Product/Item: Filter by product or item name or category to focus on sales of specific items.
Salesperson: If applicable, filter by salesperson to see sales data for individual team members.
Location/Branch: If your business has multiple locations or branches, filter by location to isolate sales data for a particular branch.
What steps do I need to take to add a party name column in the sales summary report in BUSY?
There is no need to add party name column in Sales register as its already given as Particulars and if it's not available then you can follow the below steps:
Step 1: Go to Display, then Account Books.
Step 2: Under Account Books books option Click on Account Registers Standard
Step 3: Then click on Sales register option, then Select all parties and date range.
Step 4: After opening report, Click on Custom Columns at right corner.
Step 5: Add a new custom column format by giving any name.
Step 6: Then Click on Add new Col. then provide heading name of the column.
Step 7: Then Select Position, Data Type as Text, Alignment and Number of characters.
Step 8: Then Select the Field Value Details as Data Field and in that have to Select Category as Inventory Voucher Header.
Step 9: Further have to Click on Field and Choose PARTY NAME field.
Step 10: Then Click on Save field and Save format and then reopen the sales report with New custom column format and you will get the party name column.
Is there a way to customize columns in sales summary reports in BUSY to include party names?
There is no need to customize party name column in Sales register as its already given as Particulars and if it's not available then you can follow the below steps:
Step 1: Go to Display, then Account Books.
Step 2: Under Account Books books option Click on Account Registers Standard
Step 3: Then click on Sales register option, then Select all parties and date range.
Step 4: After opening report, Click on Custom Columns at right corner.
Step 5: Add a new custom column format by giving any name.
Step 6: Then Click on Add new Col. then provide heading name of the column.
Step 7: Then Select Position, Data Type as Text, Alignment and Number of characters.
Step 8: Then Select the Field Value Details as Data Field and in that have to Select Category as Inventory Voucher Header.
Step 9: Further have to Click on Field and Choose PARTY NAME field.
Step 10: Then Click on Save field and Save format and then reopen the sales report with New custom column format and you will get the party name column.
How do I generate sales reports and customize my dashboard in BUSY?
If you want to generate sales report in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Display tab and click on Account Books.
Step 2: Select Account Registers(Standard) and choose Sales Register, You can filter the report by All Sale Type or One Sale Type.
Step 3: Enter the date range and open the report and can view your sales data.
You can also view other sales report such as Sales Analysis Inventory Sales Register etc to analys your data under the display menu.
To configure User Dash Board can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration menu and click on Configuration.
Step 2: Select "User Dash Board Configuration" and choose your User Name for which you want to configure it.
Step 3: Next, you need to enable or disable the specific details that you want to see on your dashboard when you log in to your company. You can do this by setting Y or N for each option.
How to generate detailed reports from BUSY?
To generate detailed reports from BUSY, you can follow these steps:
1. Open BUSY software on your computer.
2. Navigate to the section or module from which you want to generate a report.
3. Look for an option or button that says "Reports" or something similar.
4. Click on the "Reports" option to access the report generation menu.
5. Select the type of report you want to generate, such as sales report, inventory report, or financial report.
6. Customize the report parameters, if applicable, such as date range, specific data fields, or filters.
7. Once you have set the desired parameters, click on the "Generate" or "Run" button to generate the report.
8. The report will be generated and displayed on your screen.
9. You can then save the report in a desired format, such as PDF or Excel, or print it for further analysis or distribution.
Please note that the specific steps may vary depending on the version and configuration of the BUSY software you are using. It is recommended to refer to the software's user manual or contact BUSY support for detailed instructions tailored to your specific setup.
How do I generate evaluation reports in BUSY?
BUSY provides a variety of evaluation reports under Display menu. Some of the reports are:
1. Financial Reports: These include Balance Sheet, Profit & Loss Account, Trial Balance, etc.
2. Account Books: These include Account Ledger, Sales Register, Purchase Register, etc.
3. GST Reports: These include GSTR-1, GSTR-2, GSTR-3B, GSTR-4, GSTR-9, etc. These reports help you to comply with the GST laws and regulations in India.
4. Outstanding Analysis Reports: These include Bills Receivables, Bills Payables, Aeging Reports, etc. These reports help you to manage your cash flow and credit control.
5. MIS Reports: These include Profitability Report, Cash Flow, Fund Flow, Ratio Analysis, Multi Company Results, etc. These reports help you to measure and compare the performance of different segments of your business.
6. Inventory Reports: These include Stock Status, Inventory Books, Inventory Summary, etc. These reports help you to manage your stock.
To export data from BUSY, you can go to the respective report (e.g., Accounts, Inventory, etc.), select the desired data, and use the Export (ALT+E) option to export it in a compatible file format such as Excel, CSV, PDF & Google Sheet.
How can I handle opening balances for parties across different financial years?
Opening Balances here refers to Closing Balance which from Last Year in Current Year Books of Account.
To handle Opening Balance in BUSY one have to feed Balances in Accounts Master only in Begining Financial Year when we start using BUSY (If any) and for all Other Financial Year it comes Automatic from Last Financial Year which we can change but if we wants to change we can Split that Financial Year and make necessary changes.
In above schenario 2 points arises.
A) Feeding of Balance in Opening Financial Year
B) Split the Financial Year and Feed the Balances as required.
In both the case One can See that one can Feed Opening Balances in Account Master of BUSY.
To feed Opening Balances follow below Steps.
Step 1: Click on Administration
Step 2: Click on Master
Step 3: Click on Modify
Step 4: Select required Account from Dropdownlist in which One wants to Feed Opening Balance
Step 5: Specify Opening Balance in Op. Bal option of BUSY
Step 6: Click on Save
In above case one should remember that your are not using Bill by Bill feature of BUSY.
I need help understanding accounting terminology like accounts payable, accounts receivable, general ledger, etc. Can you explain?
Certainly! Here's a brief explanation of some accounting terminology:
1. Accounts Payable: This refers to the money a company owes to its suppliers or vendors for goods or services received but not yet paid for.
2. Accounts Receivable: This represents the money owed to a company by its customers for goods or services provided but not yet paid for.
3. General Ledger: It is a record that contains all the financial transactions of a company, organized by accounts. It provides a complete overview of a company's financial activities.
4. Balance Sheet: This is a financial statement that shows a company's assets, liabilities, and shareholders' equity at a specific point in time. It provides a snapshot of the company's financial position.
5. Income Statement: Also known as the Profit and Loss Statement, it shows a company's revenues, expenses, and net income or loss over a specific period. It helps assess the company's profitability.
These are just a few key terms, but there are many more in the field of accounting.
How do I ensure I'm charged the correct current rate when reordering items?
There are no particular report from where we can check the rate of item is correctly entered while reordering the same. Furthermore we can check the separate report of invoice with price details. below mentioned steps to be followed.
Step 1: Go to display menu then click on Quotatio/order/challan processing report.
Step 2: Click on pending orders option then select purchase orders either item wise or party wise.
Step 3: Select the party and item as per your prefrence like one or all.
Step 4: Enable or disable the option as per your requirement.
Step 5: A reprt will show as per the item or party then enter on the voucher which ypu want to clear.
Step 6: Again Go to display menu then click on Quotatio/order/challan processing report.
Step 7: Click on order wise statement then selet purchase order.
Step 8: Select either date wise or voucher wise as per your requirement.
Step 9: Enable or disable the options as per your choice.
Step 10: Now you can check the item with the relevent details like price and quantity while reordering the same.
How to resolve missing transactions in reports?
If some transactions are missing in the report, then you can try these steps to resolve it:
1. The transactions might be deleted. So if the transaction deleted then you need enter again.
2. The transactions might be hidden. You can press ALT+F9 to unhide the transactions and see them in the report.
3. The report has been opened with a different voucher series than the transactions. You can check the voucher series of your transactions and the report and make sure they match.
4. The report has been opened with a different material center than the transactions.
5. The report has been opened with a wrong date range. You can check the date range of your report and make sure it covers the period of your transactions.
There may be other reasons depending on the situation. If you still cannot find your missing transactions, you can contact us for further assistance on our 24X7 helpline number: 8282828282 or 011 40964096. Alternatively, you can email us your query at support@busy.in.
