Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How do I add my company logo to the reports?
If you want to add the company logo in the reports then you need to create the report format and add the logo field.As the logo not shows in the standard report format.and add the logo field.
Pls follow the below steps :
Step 1: Click on Administration
Step 2: Then Configurations
Step 3: Then Report header printing
Step 4: Create new header format
Step 5: Then click on Configure tab
Step 6: Select the logo field from print style option which shows at left bottom then specify the image path and other header part required details.
How do I generate account statements in BUSY
To generate Statement of A/C in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Print / Email / SMS tab on the top menu bar and click on Outstanding Analysis.
Step 2: Here you will find an option of "Statement of A/Cand select Standard / T- Format as required.
Step 3: Now you can select One Account, Group of Accounts and Selected Accounts to generate.
Step 4: Enter the date range and can Print / Export / Email / SMS as required.
I'm having trouble seeing last month's sales and purchases in my reports. What could be causing this?
If you are unable to see last month's sales and purchases in reports follow these steps:
Step 1: Go to Transactions, then click on Sales and open the list with the date range. If no data is shown, check it with admin user.
Step 2: If you do not have the rights to see reports then you cannot see the reports. Check your user rights for this.
Step 3: Ensure data is not deleted or corrupted.
Step 4: If audit trail is enabled check the details in the checklist audit trail report and verify if the voucher is modified or deleted.
I'm not able to see my full statement/data in BUSY. How can I see the full statement?
To Solve the issue of not seeing full data or statement in BUSY you need to follow the steps
1 Check the date range you have selected to view the report it should be proper
2 It could be possible that the user ID you are using in BUSY it dont have the rights to see
the reports then you have to login with your admin id and change the user rights for your
user ID
3 It could be possible that you have seeing the report in a wrong financial year so change
the financial year accordingly
How can I get the actual, perfect account heads to show for all my entries?.
show all entries under actual account head please follow the below steps
step 1: go to the Account books under display menu
step 2: open account register under account books and click on sales register
step 3: mentioned sales type and select report on the basis of all parties, group of parties , one party or selected parties.
step 4: then mentioned series, start and end date also there is other relevant options you can select as per your requirement and open report there you can find entries as per you post in account
Why is the ITC balance coming through to the next month even after I had settled it to zero in the previous month? How can I stop this carry forward?
If your ITC balance is zero in previous month and having balance in the opening
month of next year 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 month.
Why is the account column showing blank in the day book while other details like amount, voucher number and date are getting displayed correctly?
If account column showing blank in the day book while other details like amount, voucher number and date are getting displayed correctly follow the below steps:
Step 1: Go to Display >Account book > Day book > check field - account to be shown by ( Given Field has 3 options - Name , Print name and Alias ) .
Step 2: If the selected field is blank in account master , the account column will show blank.
Remark - Above issue occurred only with print name or alias as both the field is optional in account master .
I made a purchase voucher with different item rates but the report shows them all as the same. Why is this happening?New
There could be the several reason if you have did entry with different tax rate but in report all are showing the same:
1. If you have not apply tax properly in that case you may face this issue
2. If you have used single tax rate for voucher from purchase type in that case this issue may occurs
3. If you have do wrong entry then you may face this issue
4. If you have selected wrong tax category in item master then this issue may occurs
5. After checking all of these correct your mistake in entry and then check
How can we get financial year wise opening and closing balance if we open ledger for multiple financial years?
To get financial year wise opening and closing balance if we open ledger for multiple financial years follow the below steps:
Step 1: Go to Display > Account book >Account ledger or Press Alt+L shortcut key .
Step 2: After mentioning the starting Date of the previous financial year , Select Y to the Show year wise opening & closing balance field . The report will show year wise opening and closing balance.
The above feature will not work if we open the ledger report with {Details to be shown} all other details (Auto) and other details (Auto).
I want to check the total tax paid to a specific GST number from purchase vouchers. What report should I use?
To check total tax paid to a specific GST number from purchase vouchers, follow these steps:
1.Go to the Display menu.
2.Check and open Account Books.
3.Within Account Books, open the Purchase Register.
4.Choose All Purchase Types.
5.Select one specific party or multiple parties.
6.Enter the date range and other relevant filter details.
7.Enable the option to Show Payment/Receipt Details.
8.Open the generated report.
You will find a bill-wise breakdown of GST amounts and the status information indicating whether the payment is cleared, pending, or partial.