Frequently Asked Questions

If you want to reconcile the sales data from different platforms is correctly entered in BUSY then you can follow these Steps 
 Step 1 : Open BUSY software then Open company. 
 Step 2 : Go to display menu then enter. 
 Step 3 : Go to account books then enter. 
 Step 4 : Go to account registers standard then enter 
 Step 5 : Go to sales register then enter go with all sale type and all accounts then select date range, yes the option of show bifurcation of amounts then open report. 
 Through this you can check all transaction one by one with the amount in BUSY software.

If you did multiple sale entry but BUSY is showing only one entry in that case several reasons of it you need to ensure in your company:
1. Ensure that you have created all the invoices properly
2. Make sure you have specific rights to view the sale report
3. If you dont have rights to view the report you need to login with superuser and provide the rights to subuser for viewing the sale report
4. Ensure that you are checking date in specific financial year where you did the sale entry
5. Make sure you have selected correct date range while opening the sale report
6. Make sure you are using latest version of your BUSY software

If you want to update chart of accounts then please follow the given steps
 Step 1: Go to administration menu then master.
 Step 2: Then account option and then list.
 Step 3: Then Screen then standard format then all accounts
 Step 4: Then show GST details option will appear turn it yes.
 Step 5: Then chart of account has opened here you can delete account by press F8
 For add press ALT + F1 and for modification just select and enter on master
 to open in modified mode.
 Step 6: Then after make changes in master just need to save it. resultant chart of 
 account will update as per changes made.

If you want to apply multiple filters simultaneously in any reports then please follow
 the given steps
 Step 1: Click on filter option in any report.
 Step 2: Then at the bottom there is two option single and multiple filter. 
 Step 3: For multiple filter you need to tick on multiple filter then configure multiple filters
 window will open
 Step 4: Select column in filter on field column then operator then value then select filter
 type having as it is then match case yes
 Step 5: Then enter formula for filter as per example given below then save.
 Step 6: Then click on filter option then your report will be filtered.

If you are unable to view the reports and showing RTE5 in BUSY follow the below steps: 
Step 1: Open company in BUSY 
Step 2: Go to house keeping menu 
Step 3: Then click on Reindex database option 
Step 4: Then click on second option of You can proceed as i have latest backup 
Step 5: Then click on OK button, a message appear proceed for reindex database, click on OK 
Step 6: Then It start the process and take few minutes to complete it 
Step 7: After completioon the process, a confirmation message will appear on the screen
Step 8: Then you can review the reports
Note: Take latest backup of the company data

To customize column in BUSY , you can follow the below steps:
 Step 1: Open the report you want to add column 
 Step 2: Select the option given above for custom column and mention format name 
 Step 3: Then mention column heading , position and data field that should show in column 
 Step 4: Save the format and reopen the report with created format 
 Note : Custom column only available in Standard and Enterprise model of BUSY not in Basic
 To customize report in Basic model you can use the option of columnar report from configuration option . Is only has Limit report option to customize.

If you're using BUSY and you notice a wrong voucher entry in one of your party 
ledgers, even though it doesn't belong to that party, you can follow these steps to fix it:
Step 1: Open the voucher from the party ledger by using Ctrl+l.
Step 2: Check if any wrong ledger tagging is being done within the item master.
Step 3: To check this, keep the cursor on the item name and press Alt+m. If a wrong ledger
 is tagged so remove that and set it as "Not Required" and save the master.
Step 4: After taking a backup, go to the Housekeeping menu and run "Regenerate Dual 
Voucher" to correct the same in bulk.

If your purchase reports are not getting generated there could be the several reasons of it:
 1. login in with subuser and dont have appropriate rights to view the report
 2. checking wrong or false report
 3. purchase data is not available in your company
 4. Corruption in your data
 To solve this issue please follow these steps:
 Step 1: Logged in with superuser and then check the report
 Step 2: Give the reports viewing rights to all the subusers 
 Step 3: If checking wrong report then make sure to generate correct report available in BUSY 
 step 4: If any corruption found in data contact to your channel partner

To see dealer wise sale bill report in BUSY, you can follow these steps:
Step 1: Go to the Display menu.
Step 2: Click on Accounts book.
Step 3: Then click on Account Register and select Sale Register.
Step 4: Open the report for All parties or a specific party.
Step 5: After opening the report, you need to add a column through custom column.
Step 6: In the upper tab, you will find the option of Custom column, through which you can
add the desired column in which you are maintaining your dealer name. 
Once you have added the dealer field, you can apply summary on the dealer column and it 
will show you the dealer wise bills.

To search the specific party transaction in BUSY, you can open the party ledger book and apply filter as per need by follow these steps:
Step 1: Go to administration then select Account books menu
Step 2: Choose the Account ledger report and then select Account Wise option
Step 3: Select the standard format for viewing the ledger report and choose the specific party for which you want to open the report.
Step 4: After specifying the account name in the Select Account field, set the date range. click on the Ok button. The ledger report will display the data for the selected party.
Step 5: Now, Apply filter by pressing F7 shortcut key as per requirement.