Frequently Asked
Questions

Q: How to use the multiple filter option in sale register?

To use the multiple filter option in sale register in BUSY, follow below steps: Step 1: Go to Display menu and then click on gst reports option Step 2: Then select gst registers option and then sale register option after that select required details with starting date and ending date and then press ok to view report Step 3: Now press F7 short cut key and select the filter option as multiple filter. Then choose the filter criteria in configure multiple filter window according to your preference, then press save and apply it by pressing filter option.

Q: How do I correct an opening balance error in BUSY?

To correct an opening balance error in BUSY, you can follow these steps: 1. Go to the Administration 2. Masters 3. Account then modify 2. Choose the ledger account for which you want to correct the opening balance. 3. Click on the "Opening Balance" options 4. Make the necessary changes to the opening balance amount. 5. Save the changes and exit the ledger. Please note that correcting the opening balance may impact the overall financial statements. Another important point to note is that you cannot alter the existing year opening balance of a party if you have multiple financial years' in BUSY data.

Q: How do I find the register in BUSY?.

There two types on register in BUSY account register and inventory Register To find the Account register in BUSY you should follow the steps Step1 Open the company and go to Display menu Step2 Click on account books and click on account register standard Step3 select the register you want to open To find the inventory register in BUSY you should follow the steps Step1 Go to display menu and click on Inventory books Step2 Click on inventory register standard Step3 select the register you want to open

Q: My sales invoices are not getting auto-updated in the books. What could be wrong?

If your invoices not auto-updated in book you need to check the following mentioned points: 1. Open the voucher and check the accounting effect , in which account it reflect 2. Check the tagging if it tag in different account then will reflect in that account ledger 3. To check the tagging Go to Item Master and look for the option Specify account for sales if there is any account tagged then change that and 4. Save the changes and then resave the voucher and that will reflect in Account ledger 5. Check the Groups defined in items and expense

Q: How do I view ledger details for parties I have paid or received payments from in BUSY

To view ledger details for parties you have paid or received payments from in BUSY, follow these steps: 1. Open BUSY. 2. Go to the Display and then Account Books menu. 3. Select Account Ledger Report Option. 4. Select Account-Wise Option under Account Ledger. 5. Select Your Preferable Ledger dispaly format like Standard,T-Format,MultiCurrency etc. 7. Select One Account,Group of Accounts,All Accounts or Selected Accounts as per your Requirement. 6. Select Report Filers as per your requirement and Execute Ledger Report. Note: For Single/One Party Ledger you can Press Alt/Ctrl + L from any Screen to direct Open Ledger Report Screen for One Account.

Q: My party-wise outstanding is not accurate. What settings do I need to check to fix this?

If your party-wise outstanding in BUSY is not accurate, you may need to check several settings to fix this issue: Step 1: Double-check that you've recorded all transactions correctly, including sales, purchases, and payments. Step 2: Make sure that credit and debit notes are properly accounted for. Step 3: Verify that the payment terms for each party are correctly set up. Step 4: Regularly reconcile your accounts to ensure that all transactions Step 5: Use aging reports to track outstanding balances for different time periods (e.g., 30 days, 60 days, 90 days).

Q: How can we summarise the journal register as per GST nature mentioned in invoice?

F5 Shortcut key will work to apply summary in any report. To summarise the journal register as per GST nature mentioned in invoice follow the below steps: Step 1: Go to display > Account book >Account Register (Standard)>Journal register Step 2: Specify `Y` to show GST nature field , report will appear with GST nature data. Step 3: For summarising the report , press F5 and select the field-GST nature or any field on which you are required to summarise the report. After summarising , the report will display a combined record of selected fields (GST nature).

Q: How can I find a daily or date-wise summary of the total amount spent on a particular party/vendor for purchases?

To find a daily or date-wise summary of the total amount spent on a particular party/vendor for purchases, you can follow these steps: Step 1: Go to the Display menu, click on Account Books, and select Account Registers Standard. Step 2: Select Purchase Register. A window will appear for selecting the purchase register to be shown. Choose one party. Step 3: Enter the particular party/vendor name in the Select Party section and specify the date range to view the daily summary. Step 4: Click on OK or press F2, and the report will generate successfully

Q: How do I generate various sales reports in BUSY?

If you want to generate sales report 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 Sales Register, You can filter the report by All Sale Type or One Sale Type. Step 3: Enter the date range and open the report and can view your sales data. You can also view other sales report such as Sales Analysis Inventory Sales Register etc to analys your data under the display menu.

Q: How do I get a salesmanwise sales report in BUSY

If you want to view salesman wise sales report 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: Select the "Salesman Rangefrom the dropdown list ONE, ALL, SELECTED. Step 4: After select the saleman range then enter the date range and can view the report salesman wise. Step 5: 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.

Find Solutions to Common Issues Related to accounting-reports - account books

Taxation (GST/VAT/TDS/TCS/RCM)

Export/Import/Data Conversion

Errors (RTE/Ransome), Feedbacks and Bugs

Barcode, QR Code and Lable Printing

License Management/Softlock/Hardlock

Enquiry/Upgrade/Visit/Renewal

UMS Related Issue (Dealer Query)

Software Features

Implementation

Dealer Complaint/Issues

Enquiry/Upgrade/Visit/Renewal

Dealer Complaint/Issues

How to use the multiple filter option in sale register?

To use the multiple filter option in sale register in BUSY, follow below steps:
Step 1: Go to Display menu and then click on gst reports option 
Step 2: Then select gst registers option and then sale register option after that select required details with starting date and ending date and then press ok to view report 
Step 3: Now press F7 short cut key and select the filter option as multiple filter. Then choose the filter criteria in configure multiple filter window according to your preference, then press save and apply it by pressing filter option.

How do I correct an opening balance error in BUSY?

To correct an opening balance error in BUSY, you can follow these steps:
1. Go to the Administration 
2. Masters
3. Account then modify
2. Choose the ledger account for which you want to correct the opening balance.
3. Click on the "Opening Balance" options
4. Make the necessary changes to the opening balance amount.
5. Save the changes and exit the ledger.
Please note that correcting the opening balance may impact the overall financial statements. Another important point to note is that you cannot alter the existing year opening balance of a party if you have multiple financial years' in BUSY data.

How do I find the register in BUSY?.

There two types on register in BUSY account register and inventory Register 
 To find the Account register in BUSY you should follow the steps 
 Step1 Open the company and go to Display menu 
 Step2 Click on account books and click on account register standard 
 Step3 select the register you want to open 
 To find the inventory register in BUSY you should follow the steps 
 Step1 Go to display menu and click on Inventory books 
 Step2 Click on inventory register standard 
 Step3 select the register you want to open

My sales invoices are not getting auto-updated in the books. What could be wrong?

If your invoices not auto-updated in book you need to check the following mentioned points:
1. Open the voucher and check the accounting effect , in which account it reflect
2. Check the tagging if it tag in different account then will reflect in that account ledger
3. To check the tagging Go to Item Master and look for the option Specify account for sales if there is any account tagged then change that and 
4. Save the changes and then resave the voucher and that will reflect in Account ledger
5. Check the Groups defined in items and expense

How do I view ledger details for parties I have paid or received payments from in BUSY

To view ledger details for parties you have paid or received payments from in BUSY, follow these steps:
1. Open BUSY.
2. Go to the Display and then Account Books menu.
3. Select Account Ledger Report Option.
4. Select Account-Wise Option under Account Ledger.
5. Select Your Preferable Ledger dispaly format like Standard,T-Format,MultiCurrency etc.
7. Select One Account,Group of Accounts,All Accounts or Selected Accounts as per your Requirement.
6. Select Report Filers as per your requirement and Execute Ledger Report.
Note: For Single/One Party Ledger you can Press Alt/Ctrl + L from any Screen to direct Open Ledger Report Screen for One Account.

My party-wise outstanding is not accurate. What settings do I need to check to fix this?

If your party-wise outstanding in BUSY is not accurate, you may need to check several settings to fix this issue:
 Step 1: Double-check that you've recorded all transactions correctly, including sales, purchases, and payments.
 Step 2: Make sure that credit and debit notes are properly accounted for. 
 Step 3: Verify that the payment terms for each party are correctly set up. 
 Step 4: Regularly reconcile your accounts to ensure that all transactions 
 Step 5: Use aging reports to track outstanding balances for different time periods (e.g., 30 days, 60 days, 90 days).

How can we summarise the journal register as per GST nature mentioned in invoice?

F5 Shortcut key will work to apply summary in any report.
To summarise the journal register as per GST nature mentioned in invoice follow the below steps:
 
Step 1: Go to display > Account book >Account Register (Standard)>Journal register
Step 2: Specify `Y` to show GST nature field , report will appear with GST nature data.
Step 3: For summarising the report , press F5 and select the field-GST nature or any field on which you are required to summarise the report. After summarising , the report will display a combined record of selected fields (GST nature).

How can I find a daily or date-wise summary of the total amount spent on a particular party/vendor for purchases?

To find a daily or date-wise summary of the total amount spent on a particular party/vendor for purchases, you can follow these steps: 
Step 1: Go to the Display menu, click on Account Books, and select Account Registers Standard. 
Step 2: Select Purchase Register. A window will appear for selecting the purchase register to be shown. Choose one party. 
Step 3: Enter the particular party/vendor name in the Select Party section and specify the date range to view the daily summary. 
Step 4: Click on OK or press F2, and the report will generate successfully

How do I generate various sales reports in BUSY?

If you want to generate sales report 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 Sales Register, You can filter the report by All Sale Type or One Sale Type.
Step 3: Enter the date range and open the report and can view your sales data.
You can also view other sales report such as Sales Analysis Inventory Sales Register etc to analys your data under the display menu.

How do I get a salesmanwise sales report in BUSY

If you want to view salesman wise sales report 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: Select the "Salesman Rangefrom the dropdown list ONE, ALL, SELECTED. 
Step 4: After select the saleman range then enter the date range and can view the report salesman wise.
Step 5: 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.

Frequently AskedQuestions