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: I am unable to perform some tasks like generating GST summary for purchase returns. Can you guide me on the right process to do this?

Can check report by display - account book - account register - purchase return register -select period and then open report.

Q: I purchased some assets like a refrigerator using the journal entry voucher. How can I see those purchases together with my inventory purchases?

No you cannot see fixed assets purchase with inventory purchases if you did the entry of fixed assets in journal voucher

Q: Is there a way to remove the GST nature column from the expense report I only need the GST number

Yes, it is possible to remove any column from the report by using the custom column feature available in each report.

Q: Can I customize sales reports to show certain fields like order number party code etc on the item details level

Yes, you can customize sales reports to show certain fields like order number and party code on the item details level.

Q: I am unable to download account reports in BUSY. It says "generated by others". How do I fix this?

In BUSY, you can export your accounting reports any time and it will not give any error of generated by others.

Q: I need to generate a monthly summary report of my financial transactions in BUSY. How can I do this?

To view monthly transaction follow: Step 1 : CLick on display Step 2 : Account summary Step 3 : MOnthly summary

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

I am unable to perform some tasks like generating GST summary for purchase returns. Can you guide me on the right process to do this?

Can check report by display - account book - account register - purchase return register -select period and then open report.

I purchased some assets like a refrigerator using the journal entry voucher. How can I see those purchases together with my inventory purchases?

No you cannot see fixed assets purchase with inventory purchases if you did the entry of fixed assets in journal voucher

Is there a way to remove the GST nature column from the expense report I only need the GST number

Yes, it is possible to remove any column from the report by using the custom column feature available in each report.

Can I customize sales reports to show certain fields like order number party code etc on the item details level

Yes, you can customize sales reports to show certain fields like order number and party code on the item details level.

I am unable to download account reports in BUSY. It says "generated by others". How do I fix this?

In BUSY, you can export your accounting reports any time and it will not give any error of generated by others.

I need to generate a monthly summary report of my financial transactions in BUSY. How can I do this?

To view monthly transaction follow:
 Step 1 : CLick on display
 Step 2 : Account summary
 Step 3 : MOnthly summary

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