Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
Why are some key features like adding custom fields missing in my version of BUSY?
Some key features like adding custom fields may be missing in your version of BUSY due to limitations or restrictions in that particular version.if is about custom column option then in certain reports you can not add column such as balance sheet,profit and loss etc.it is also depend on Model that your are using it should be Standard or Enterprise as in Basic Model Custom column option is not available only columnar report option is avaialable for some reports and these are Accounts Register,inventory Register,Cash or Bank Book,Stock status,Party Item Analysis and Parameter Stock Status.Make sure if you add custom column in report then it should be login from Super user of Your company.
How can I generate purchase reports for a specific supplier in BUSY?
You can access various reports related to sales, purchases, inventory, etc. in BUSY by following these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Display tab on the top menu bar.
Step 2: Under the Display tab, select Account Books and then click on Account Registers (Standard). This will open a list of different reports that you can choose from, such as sales register, purchase register, etc.
Step 3: To view the inventory status of your items, go back to the Display tab and select Stock Status. This will show you the current stock position of your items along with their rates and values.
How do I customize other reports like sales register in BUSY
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, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data field , Formula Based and SQL Query
Step 3: Select the Category and required field.
For New Row :
Step 1: Enable the sub details option
Step 2: Mention the Show After and Column Field, For when should show and under Which Column.
Step 3: Select the Category, Column Name and Required Field.
For More Customization as per your requirement can contact to Channel Partner.
How do I reconcile generated invoices against payments received?
If you are using bill by bill feature in BUSY, then you reconcile generated invoices with payment received 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.
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 report from outstanding analysis to check bill wise oustanding.
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