Frequently Asked Questions

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.

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.

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.

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.

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

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.

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.

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.

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.

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.