Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
How do I record both credit and debit in a single payment voucher in BUSY
In BUSY, you can record both credit and debit in a single payment voucher by following these steps:
1. Open the software and go to the voucher entry section.
2. Select the payment voucher option.
3. Enter the necessary details such as the payment date, party name, and payment amount.
4. In the ledger account section, select the first account that you want to credit.
5. Enter the amount in the credit column.
6. Select the second account that you want to debit.
7. Enter the amount in the debit column.
8. Repeat steps 4 to 7 for any additional accounts you want to credit or debit.
9. Save the voucher.
By following these steps, you can record both credit and debit in a single payment voucher in BUSY.
How do I configure in the report to show zonewise debtors in BUSY
For Zone Wise , We can add the debtors state or if mention Zone wise as Party Group then can add Custom Column Field and Filter accordingly.
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 - State orAccount Group, Position - After which column want to show ,Data type Field - Text and Alignment as per your need.
Step 2: Select the Field Value - Data Field
Step 3: Select the Category - Inventory or Accounting Vouchers Header or Account Master
Step 4: Select the Field Name - Party State or Party Group
How do I reconcile bills with payments in BUSY?
If you are using bill by bill feature in BUSY, then you reconcile your bills with payment by using these steps:
Step 1: Go to the Display menu and click on Account Books.
Step 2: Select Account Registers(Standard) and Choose Sales Register or Purchase Register.
Step 3: You can filter the report by party as One Party, All Parties, Selected Parties or Group of Parties.
Step 4: Enter the date range and set Y on Show Payment / Receipt Details.
Step 5: This report will show you the reciept payment amount with status.
Step 6: Also which bill payment is pending it will show in red color.
Alternatively you can also view Bills Receivable or Bills Payable report from outstanding analysis to check bill wise oustanding.
How do I add or remove columns in bills receivable?
If you want to add columns to a report, you can do so through custom columns:
Step 1: Open your report. On the upper side, you will find the options for custom columns.
Step 2: Click on custom column, then give a name in the format name field.
Step 3: Mention the heading Name, position, data type, alignment, and character.
Step 4: In the field value details, choose the data field.
Step 5: In the data field option, choose the category.
Step 6: Then choose the column you want in the report.
Step 7: If you do not want to see any predefined column, untick the column.
Step 8: Save the field and format.
Step 9: Now reopen the report with the format name that you created.
