Frequently Asked Questions

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

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.

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

To generate sales register for a specific period in BUSY, you can follow 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: Enter the date range that you want to filter the report by and can view the report. You can also change the date by press F2 without exiting the report.
 Step 4: If you want to export that report then use the Export(ALT+E) option to export it in a compatible file format such as Excel, CSV, PDF & Google Sheet.

If you want to view Credit / Debit Notes for a particular party in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Display tab and click on Account Books.
Step 2: Select Account Registers(Standard) and choose the report option available such as Sales Return (Cr. Note)Register and Purchase Return(Dr. Note) Register.
Step 3: Then, you need to choose One party and enter the Party Name.
Step 4: Next, you need to enter the Date Range for which you want to see the report and click on Open.

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.

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.

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.

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.

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)