Frequently Asked Questions

Q: How do I view historical and pending quotations?

Under Display Menu, We can check Quotation Processing Report. This Report shows data related to pending quotation and quotation wise adjustment.

Q: How do I remove sales ledger filters

If you have applied filter in sales ledger and want to remove it then click on "Remove Filterbutton or press ALT+R.

Q: How can I check if the same payment reference number in multiple modules/reports refers to the same payment when the amounts are different?

In this case using bill by bill and in against single bill different and multiple amount reference has been adjusted

Q: Can I add a tag to Salesman in BUSY and generate a report based on that tag?

Yes, you can add a tag to Saleman in BUSY and generate a saleman wise report based on that tag.

Q: Can we open the same report in another window to cross-check the values in the purchase voucher?

Yes, you can open the same report in another window to cross-check the values in the purchase voucher in BUSY

Q: Are you able to help walk me through a match that isn't balancing?

Please provide me additional information which Report are you matching,Further cross verify your all entry like amount,date and other information.

Q: Why cant I pull day reports instead of only monthly in BUSY

In BUSY you can view various reports for a day only by enter the date range while opening the report.

Q: How do I share past year's sales vouchers and reports with you?

You can share past year sale voucher or report by switch financial year in previous year and then export report.

Q: What is the proper way to move reports between folders in BUSY?

To move reports between folders in BUSY, you can simply drag and drop the report from one folder to another.

Q: . How do I show sales returns in the sales reports?

In Some Sales report there is option to include Sales Return Also which are Account Sales Register, Sales Analysis etc.

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

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Step-by-step Answers

How do I view historical and pending quotations?

Under Display Menu, We can check Quotation Processing Report. This Report shows data related to pending quotation and quotation wise adjustment.

How do I remove sales ledger filters

If you have applied filter in sales ledger and want to remove it then click on "Remove Filterbutton or press ALT+R.

How can I check if the same payment reference number in multiple modules/reports refers to the same payment when the amounts are different?

In this case using bill by bill and in against single bill different and multiple amount reference has been adjusted

Can I add a tag to Salesman in BUSY and generate a report based on that tag?

Yes, you can add a tag to Saleman in BUSY and generate a saleman wise report based on that tag.

Can we open the same report in another window to cross-check the values in the purchase voucher?

Yes, you can open the same report in another window to cross-check the values in the purchase voucher in BUSY

Are you able to help walk me through a match that isn't balancing?

Please provide me additional information which Report are you matching,Further cross verify your all entry like amount,date and other information.

Why cant I pull day reports instead of only monthly in BUSY

In BUSY you can view various reports for a day only by enter the date range while opening the report.

How do I share past year's sales vouchers and reports with you?

You can share past year sale voucher or report by switch financial year in previous year and then export report.

What is the proper way to move reports between folders in BUSY?

To move reports between folders in BUSY, you can simply drag and drop the report from one folder to another.

. How do I show sales returns in the sales reports?

In Some Sales report there is option to include Sales Return Also which are Account Sales Register, Sales Analysis etc.

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