Frequently Asked Questions

To search for specific party names and transactions in BUSY, you can check the ledger reports, follow the below steps for checking the ledger report. 
 1. Go to the Display tab and click on Account books. 
 2. Click on the Account ledger then enter the account name for which you want to check the transaction. 
 3. Enter the date range also as per requirement while opening the ledger report. 
 4. Check all the vouchers related to the account showing in the ledger report. 
 Note: Account Ledger report can be open by the shortcut key ALT+L also.

To get sales data for a custom date range in BUSY, you can use the Sales Register option. 
 Please follow the below steps:
 Step 1 : Go to Display menu
 Step 2 : Click on Account Book / inventory books( with inventory details if you want to check sale report)
 Step 3 : Account register standard / Inventory register standard
 Step 4 : Click on Sale register
 Step 5 : Open the Sales Register and select the desired date range, which in this case would be from May to June. This will display the sales data for that specific period.

Your turnover amount is not reducing after debit notes and credit notes; you need to follow the below steps:
 Step 1: First, you need to check in which ledger account your debit and credit note amount is reflected to ensure the deduction is properly made.
 Step 2: If your debit and credit note account ledgers are tagged with a purchase account, then it will deduct from your purchase amount.
 Step 3: So please make sure this is done to ensure they are deducted properly; if it is not, then you need to check the tagged account in which they are refelecting.

To see the purchase bills in BUSY , you can follow the below steps:
Step 1: Go to transaction then click on purchase 
Step 2: Select list option 
Step 3: Then mention date range for which want to see puchase bills and click on Ok 
Note: If list option is not visible then have to check user rights, for this have to check the following 
Step 1: Go to administration then users and select modify 
Step 2: In menu rights below transaction click on purchase and tick option of purchase list.
By following these steps you will be abel to see purchase bills

If you want to check the tax amount and taxable amount for different groups in your purchase please follow these steps:
Step 1: Go to display menu
Step 2: Then click on account books 
Step 3: Then click on account registers (standard)
Step 4: Then click on purchase register
Step 5: Then select on all sale type
Step 6: Afterwards select group of parties
Step 7: Select the group and specify the date range and other details
Step 8: Make sure show bifurcation of amounts option should be selected as Y
Step 9: Then open the report after that you can see the taxable amount and tax amount both

If you want to find the ledger for a reconciliation please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on configuration 
Step 3: Then click on features and option
Step 4: Afterwards click on accounts 
Step 5: Then tick the ledger reconciliation option to enable it and save the changes
Step 6: Then go to display menu
Step 7: Then click on account books
Step 8: Then click on account ledger 
Step 9: Then open account ledger and select ledger name and select enable recociliation option as Y then open the report
Step 10: Then you can press F4 to reconcile your entry

To view bills for a specific branch and material center in BUSY, you need to follow these steps:
Step 1: Open your company then go to Transactions menu.
Step 2: Select Sales, Purchase, etc as required then click on List and choose Screen option.
Step 3: Select the branch name and relevant voucher series from the dropdown list then enter the date range.
Step 4: Set Y on Show Material Centre Name then press ok to open the report.
Step 5: After opening it check the all bills of that branch and if showing multiple material centres then you can filter on that by pressing F7.

In the contra voucher in BUSY, the main difference between credit and debit is the direction of the transaction.
Credit: When you enter an amount in the Credit column of the contra voucher, it means you are reducing the balance of a particular account or recording an outgoing transaction.
Debit: On the other hand, When you enter an amount in the Debit column of the contra voucher, it means you are increasing the balance of a particular account or recording an incoming transaction.
In summary, credit is used for outgoing transactions or reducing balances, while debit is used for incoming transactions or increasing balances.

When recording or entering a sales invoice through a sale voucher in BUSY, the ledgers will be affected in the following ways:
 Step 1: The sale ledger, which is tagged within the sale type, will be affected.
 Step 2: The party or cash ledger defined in the party name will also be affected.
 Step 3: The tax ledger will be affected, but only if taxes are applied in the sale voucher. This is because whenever a sale voucher entry is passed, the party/cash account is debited, the sale account is credited, and the tax account is also credited.

If you want to see the Purchase register, follow these steps:
Step 1: Go to the Display Menu, then click on Inventory Books, and select Inventory Register (Standard).
Step 2: Select Purchase Register and view the details with the item.
Step 3: If you want to see item details in another report, you can add the item field through a custom column if the field is available on that report.
Step 4: You can also See in accounts Books for this Go to the Display Menu, then click on Accounts Books, and select Accounts Register (Standard).
Step 5: Select Purchase Register and view the details.