Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How can I filter sales reports by date range for a particular customer in BUSY
To generate sales report of a customer 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 One Party option and choose the party name from the dropdown menu.
Step 4: Enter the date range that you want to filter the report by and can view the report.
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.
How can we check the ledger report as per daily balance instead of running?
Daily Balance means the balance of account after all transactions on a particular date and Running Balance means balance of account after every transaction.
To check the ledger report as per daily balance instead of running follow the below steps:
Step 1: Press Alt+L or go to display >account book >account ledger
Step 2: Specify 'Y' in for the data field - Show Daily Balance instead of Running Balance.
Ledger book will display the balance of the account according to the date. If we disable the above feature balance will display after every transaction.
I want to view my bank statement in BUSY. What should I do?
If you want to view your bank statment in BUSY then please follow the
given steps
Step 1: There is an add on of the ICICI bank account which allow you to see your bank account
statement.
Step 2: If you have bank account apart from ICICI then you have to see your ledger if you have
entered all transaction releated to your bank account.
For further clarification you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in
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.
Where can I find the purchase register in BUSY
To view Purchase Register 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 Purchase Register.
Step 3: You can filter the report by One Party, ALL Parties, Group of Parties & Selected Parties.
Step 4: Enter the date range that you want to filter the report by and can view the report.
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.
How do I access purchase register in BUSY
To view Purchase Register 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 Purchase Register.
Step 3: You can filter the report by One Party, ALL Parties, Group of Parties & Selected Parties.
Step 4: Enter the date range that you want to filter the report by and can view the report.
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.
How do I view purchases for a specific party in BUSY
To view purchases of a party 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 Purchase Register.
Step 3: Select One Party option and choose the party name from the dropdown menu.
Step 4: Enter the date range that you want to filter the report by and can view the report.
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.
How can we check sales/purchase vouchers report with GST bifurcation?
To check the Sales/Purchase report with tax bifurcation in BUSY , follow these steps:
Step 1: Go to Display then click on Accounts Book Tab
Step 2: Now select the Account registers standard option
Step 3: Now, you can select Sales register or Purchase register
Step 4: After click on required report , select all sales/pur type option and all party
Step 5: At last, mention the date range and enable show Bifurcation of amount by Specify Y.
Step 6: Click on OK tab and you report is ready with tax breakup.
I need help understanding the account effects of an entry made in BUSY. Can you explain?
To check the accounting effects of an entry, you can check the accounts ledger by follow these steps:
Step 1: Go to administration then select Account books menu
Step 2: Choose the Account ledger report and then select Account Wise option
Step 3: Select the standard format for viewing the ledger report and choose the specific party for which you want to open the report.
Step 4: After specifying the account name in the Select Account field, set the date range. click on the Ok button. The ledger report will display the data for the selected party.
How do I select a date range to view sales for a particular month in BUSY
To view sales report of a date 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.