Frequently Asked Questions

To see the payment adjustment details in vendor ledger you need to follow the steps 
1 go to the transaction menu and click on purchase voucher type then select the 
voucher from the list and open it 
2 click on party name and press alter M to modify and enable Bill by bill maintain option 
and save 
3 then at the time of saving purchase voucher generate new reference number and save 
4 then again go to transaction menu and click on payment 
5 go to list of payment and select the payment voucher in which showing issue and adjust 
the reference number at the time of saving with the purchase voucher to see the effect in ledger

BUSY provides several reconciliation and auditing features to review accounts and entries. These features include:
 1. Bank Reconciliation: BUSY allows you to reconcile your bank statements with your accounting records. You can mark cheques as cleared or uncleared and enter the clearing date to ensure accurate reconciliation.
 2. GST Reconciliation: The software provides a GST reconciliation feature that allows you to match your GST portal data with your accounting entries. This helps in identifying any discrepancies and ensures accurate GST reporting.
 3. Audit Trail: BUSY has an audit trail feature that logs all user activities and changes made to transactions. This allows you to track who created or modified a transaction, providing transparency and accountability.

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.

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.

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.

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.

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

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.

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

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.