Frequently Asked Questions

Q: Is there a way to summarize data across multiple accounts or ledgers?

After open ledger you can press f5 and take field account and click on Auto summary,show sub detail and click on summarize

Q: Can I generate reports based on the PO number in BUSY?

Yes, you can generate reports based on the PO number in BUSY by adding custom column for optional field in existing report.

Q: What is the process for requesting customized report in BUSY

If you want a customized report as per your requirements in BUSY, then you need to contact to your authorized channel partner.

Q: How do I filter reports by a specific vendor

In BUSY, we can do filter in any report for the required field,Either click on Filter option or Press F7 Shortcut Key

Q: How can I see detailed transactions instead of summaries for accounts

If you want to see detailed transactions instead of summaries for accounts in BUSY, then you can view that Account Ledger.

Q: Can you show me where to find the balance of party?

To see balance of party you can check ledger from shortcut key ALT L or can check accounts book in display

Q: How do I find a past invoice made in BUSY

To locate an invoice in BUSY, you can look in the ledger of the party that is involved in that invoice.

Q: How do I check my total monthly purchases in BUSY

Under Display Menu, Can check the Monthly Purchase Summary as per Accounting and Inventory in Accounts Summary and Inventory Summary Report.

Q: How to fix issues with accessing customer accounts in BUSY?

Please explain your problem in more detail. What kind of difficulty are you having while accessing a customer’s account in BUSY?

Q: How do I check my total monthly sales in BUSY

Under Display Menu, Can check the Monthly Sales Summary as per Accounting and Inventory in Accounts Summary and Inventory Summary Report.

Solutions to common issues related to Accounting Reports — Account Books.

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Step-by-step Answers

Is there a way to summarize data across multiple accounts or ledgers?

After open ledger you can press f5 and take field account and click on Auto summary,show sub detail and click on summarize

Can I generate reports based on the PO number in BUSY?

Yes, you can generate reports based on the PO number in BUSY by adding custom column for optional field in existing report.

What is the process for requesting customized report in BUSY

If you want a customized report as per your requirements in BUSY, then you need to contact to your authorized channel partner.

How do I filter reports by a specific vendor

In BUSY, we can do filter in any report for the required field,Either click on Filter option or Press F7 Shortcut Key

How can I see detailed transactions instead of summaries for accounts

If you want to see detailed transactions instead of summaries for accounts in BUSY, then you can view that Account Ledger.

Can you show me where to find the balance of party?

To see balance of party you can check ledger from shortcut key ALT L or can check accounts book in display

How do I find a past invoice made in BUSY

To locate an invoice in BUSY, you can look in the ledger of the party that is involved in that invoice.

How do I check my total monthly purchases in BUSY

Under Display Menu, Can check the Monthly Purchase Summary as per Accounting and Inventory in Accounts Summary and Inventory Summary Report.

How to fix issues with accessing customer accounts in BUSY?

Please explain your problem in more detail. What kind of difficulty are you having while accessing a customer’s account in BUSY?

How do I check my total monthly sales in BUSY

Under Display Menu, Can check the Monthly Sales Summary as per Accounting and Inventory in Accounts Summary and Inventory Summary Report.

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