Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
Why does the purchase invoices not appear in their respective ledger book?
If the purchase invoices are not displaying in their respective ledger, check the possible reasons:
1.Confirm that if the purchase invoice is posted with a zero value, it will not appear in the ledger report.
2.If a particular voucher has been canceled, it will also not appear in the ledger report.
3.Confirm that the correct party is selected in the purchase voucher, and make corrections if needed.
4.Check if any other account is incorrectly tagged in the item master instead of the purchase account. Correct the tagging if the wrong account is updated and then resave the invoice.
5.If the wrong account is tagged in the purchase type, correct the account tagging in the purchase account information field, and resave the invoice.
Where can I find the option to add/enable custom columns?
If you want to Add Custom Column, follow these steps:
Step 1: To do this, 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 & save.
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.
I am not able to see one of my sales vouchers in the ledger. It shows in the sales list but not in the ledger. What should I do?
If you notice that a sale entry you made in BUSY is not showing up in the sale ledger, it could be due to using a different account for the sale either in the sale type or within the item master. To fix this, you should check the account used and correct it if necessary. If the issue is with the account within the item master, you should correct the account master then reapply the item at voucher level. If the issue is with the account within the sale type, you should correct it and then resave the voucher. Once the corrections are made, the voucher should start to show up automatically in the sale ledger.
Why is the unit price not showing in the customized purchase register? It only shows the total amount.
If Unit Price Not Showing in the Customized Purchase register, follow these steps:
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 Unit 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.
Why am I getting error messages when trying to generate reports in BUSY? How can I fix this?
If you are getting error messages when trying to generate reports in BUSY
software then follow the given steps
Step 1: Take the Backup of the company
Step 2: Then follow the below given step for the reindex
Step 3: Go to the Housekeeping
Step 4: Then run the reindex function
Step 5: Then check again for the report
Step 6: if it shows 3354 then check in the short range and resave the voucher of that date wherein error is coming.
If still having same issue then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in
How do i export my sale register report from BUSY?
If you want to export the sale register report from BUSY please follow these steps:
Step 1: Go to the display menu then click on account books
Step 2: Then click on account registers (standard) then click on sales register and open the report by selecting sale type as all,one or group wise and same for the party
Step 2: Then specify the date range and select the other fields as per the requirements
Step 3: Then open the report and then check
Step 4: Afterwards click on export button or press ALT+E key to export the report
Step 5: Then you can export the report in excel ,google sheet and in pdf etc as required
I want to delete some old custom reports in BUSY. What is the procedure?
To delete a custom column format that you have added in a report, you need to follow these steps:
Step 1: Open the report with the custom column format that you want to delete.
Step 2: Click on the Custom Columns button from the top.
Step 3: Click on Delete Format and proceed.
Furthermore if you customize any report then you can delete it by using these steps:
Step 1: Go to Administration and click on Utilities.
Step 2: Select Customization and then Custom Report.
Step 3: Choose Delete Custom Report and select the format from the dropdown list and press OK.
Note: Take latest backup of your data before making any changes.
The credit note I generated is not reflecting in ledger automatically in BUSY. What should I do?
To reflect credit note in ledger automatically in BUSY you can follow the steps.
Step 1. Go to administration menu click
Step 2. Configuration click
Step 3. Features or options click
Step 4. Accounts tab click
Step 5. You will get an option in left side posting in accounts through sales return and purchase return
Step 6. Enable that option
Now you can check the credit note details in ledger if still same issue then you can follow these process
Step 1. Resave the vouchers.
Step 2. Make sure all the necessary details, such as the customer/vendor name, invoice number, and amount, are correctly entered.
How do I enter cash and bank book entries on a daily basis in the accounting software
To enter cash and bank book entries on a daily basis in accounting software, follow these steps:
1. Open the accounting software and navigate to the cash or bank book section.
2. Select the option to create a new entry or transaction.
3. Enter the date of the transaction, usually the current date.
4. Specify whether it is a cash or bank transaction.
5. Enter the details of the transaction, such as the amount, description, and any relevant account codes.
6. Save the entry and repeat the process for each daily transaction.
7. Ensure that the entries are accurate and balanced before finalizing them.
8. And check daily summary for cash or bank from display
I want to check my account balance and transaction history in BUSY. What steps should I follow?
To check your account balance and transaction history in BUSY, you can follow these steps:
Step 1 : Open BUSY and log in to your account.
Step 2 : Click on display
Step 3 : In Account books Select the "Account Ledger" or "Account Summary" report.
Step 4 : Choose the desired account for which you want to check the balance and transaction history.
Step 5 : Set the date range for the transactions you want to view.
Step 6 : Click on the "Generate" or "View" button to generate the report.
Step 7 : The report will display the account balance and transaction history for the selected account within the specified date range.
