Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How can I add a new column in sales register report?
To add a new column in sales register report, follow these steps:
Step 1: Go to display section then click on account book
Step 2: Choose the account register standard then click on sales register
Step 3: Select all sales type, all party, specify date range and open the report.
Step 4: Click on custom column then specify format name
Step 5: click on add new col. then mention heading, postion and data type.
Step 6: Select the category then click on field.
Step 7: Select the required field and save the field then save the format.
Step 8: Reopen the report with created format.
How can I generate buyer and seller invoice reports in BUSY?
To generate buyer reports you need see Sales report and to generate Seller Report
You can check Purchase report and for this you need to follow some steps:
Step 1: Go to the Display and click on Accounts Books.
Step 2: Now click on Accounts Register Standard and then select Sale or purchase Register and select the option for sale type or purchase type and parties for which report will be generate.
Step 3:Now specify time period and then enable other option as per your requirement for report and then press OK Option.
How can we check Receipt/Payment voucher report with bank instrument details?
Banking instrument means a negotiable instrument including a cheque, draft, RTGS , NEFT ,ECS, IMPF , bill of exchange etc.
Bank Instrument Details feature is to be enabled from Administration >Configuration >Features and option >Accounts tab. After enabling the above option you will be able to maintain a bank instrument in payment/receipt/journal/contra voucher entry.
To check Receipt/Payment voucher report with bank instrument details follow the below steps:
Step 1: Go to Display > Account books >Account registers (Standard ) >Receipt/Payment register > enable Show Bank Instruments Details > Report will appear with Bank Instrument type and its number in column.
The opening balance is showing in the new month even though it was zero in the previous month. Why is this happening and how can I resolve it?
If it is showing opening balance in the new month even though it was zero in
the previous month then please follow the given steps
Step 1: Open the previous financial year then go to Housekeeping menu.
Step 2: Then update master balance then OK.
Step 3: Then go to administration menu then change financial year then
select next financialy year
Step 4: Then click on yes for carry balances then new & change master then
start.
Step 5: Now you opening balance must match with your closing balance of
previous mont.
Some of my data seems to be missing in the reports created in BUSY. Why is this happening and how can I ensure complete data is showing?
If created data seems missing in reports and want to ensure it then follow the steps
1 Go to the Display menu and click on checklist and click on voucher numbering reports
then click on cancelled voucher number and select voucher and date range to check which voucher
is cancelled or click on missing voucher number to check missing voucher number details
2 it could be possible that the voucher is not saved properly so go to house keeping menu and click
on check incomplete voucher details to check which voucher is incompleted
I need to view the details of a credit note issued to a customer some time back. How can I find it in the software?
In BUSY credit note voucher is of two types,one as sales return with item and other credit note without item.To check it or find credit follow these steps
Step 1 Open your company and go to transactions
Step 2 Select sales return vouhcer or credit note without item,which is required
Step 3 Then click on modify and enter voucher number you are looking for
Step 4 Now sales retrun or credit note without item voucher will be loaded
Step 5 You can also load list of sales return or credit note without item vouchers by following same steps
Why is the taxable and tax amount column showing blank in the journal register even the tax has already been levied?
If taxable and tax amount column showing blank in the journal register even the tax has already been levied follow the below steps:
Step 1: Go to display > Account Book > Account register (Standard) > Journal register > enable Show Bifurcation of Amount feature.
Step 2: After opening the report ,Open the entry in which taxable and tax value are blank.
Step 3: In the journal voucher , mention all the necessary details like purchase bill number , taxable amount , tax rate etc in the registered expense window .
Remark - Same query can also occur in credit/debit note register.
I want to view my total sales, taxable sales value for a period. How can I generate this report?
To see total sale and taxable value sale you can follow the below steps:
Step 1: Go to display then select account books and click on account registers standard
Step 2: Then select sale register and select all sale type
Step 3:Select all parties then mention date range
Step 4: Mention yes in show amount bifurcation and open report
Step 5: In the report you can total bill amount , sale amount and taxable amount voucher wise
By following the steps you can see report for total sale amount and taxable sale amount
How to Check a Day Book?
To Check a Day Book follow the below steps:
Step 1: Go to Display > Account Book > Day Book (Day Book can be display with or without cash book)
Step 2: While opening the report , a window will appear to open the day book with cash or without cash balance.
Day book without cash balance will display accounting entries posted in the selected date range but if the same report opens with cash , Report will open in T format and display cash balance .
Step 3: After selecting the option , mention the date range and open the report.
How can I get the groupwise and partywise sale report
Groupwise and Partywise Sale Report can be Generated from Sales Register in BUSY.
To Generate Group and/or Party Wise Report in BUSY follow below Steps.
Step 1: Click on Display
Step 2: Click on Account Books
Step 3: Select Account Registers (Standard) / Account Registers (Columnar)
Step 4: Click on Sales Register
Step 5: Click on All Sale Type / One Sale Type
Step 6: Click on Group of Parties for Group Wise Report / One Party for Party Wise Report
Step 7: Select Group for Group Wise Report from the List / Party for Party Wise Report from the List
Step 8: Click on OK(F2)