Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
Why am I unable to generate sales reports specifically for my desired company?
If you are unable to generate sales reports specially for your desired company then
follow the steps
Step1 open BUSY and go to open company option
Step2 select your desired company and open it
Step3 then go to Display menu and click on account books
Step4 click on account register standard then click sale register
Step5 click on all sale type then all parties and set date range for sale report
and enable bifurcation of amount then press Ok
I am unable to view my customer's full account statement in BUSY. How can I see the entire statement?
To check the full customer account statemeny, you can view the account ledger book in BUSY by following these steps:
Step 1: Go to Display section and then click on Account Books menu
Step 2: Select the account ledger and then press Account wise option
Step 3: Choose the standard format and then select one account
Step 4: Specify the account name then Click on OK tab
Note - You can press ALT+L shortcut to access ledger book for single account.
I want to hide the account name, but now the narration is also hidden in sales register. How can I show narration but not account name?
To hide the account name but you want to show narration in report, you can follow these steps:
Step 1: Open the sales register.
Step 2: Click on the custom column and create a new format for a new report.
Step 3: Hide the Account name and add Narration column.
Step 4: Save the report configuration successfully.
Note: The custom column is a feature of the standard and enterprise models. It will not work in the basic model. You can upgrade the basic model to the standard and enterprise models.
Why are the correct amounts not reflecting in the ledger reports even after making changes in the entry?
If the correct amounts not reflecting in the ledger reports even after making changes in the entry then you need to check these steps:
Step 1: Review that entry and make sure the correct account name is specified in that.
Step 2: Resave that entry and check.
Step 3: Ensure that you are check correct account ledger report with correct date range.
Step 4: If entry is related to previous year then have to carry balanes with new and change in next year after taking latest backup of data.
Mismatch is showing in my ledger how to resolved it?
If you are facing mismatch in ledger please follow these steps to resolved it:
Step 1: Take a backup of your data then open your company in BUSY
Step 2: Go to house keeping menu and click on update master balances and run this utility
Step 3: Afterwards check the ledger report again
Step 4: If still same issue persist check the report in short range and find the date from the mismatch is start occuring
Step 5: Try to solve if mistake found in that particular date of entries
How to view old sales register in BUSY
To view sales 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 Sales Register.
Step 3: You can filter the report by All Parties, Group of Parties, One Party or Selected Parties
Step 4: Enter the date range and open the report. You can mention only current financial year date. if you want to see previous financial year date then you need to go previous financial year and open the report.
I want to customize my chart of accounts. What is the process for adding/editing/deleting accounts?
Yes you can delete, edit, or add account masters. However if a master is used in any voucher you cannot delete it. Follow these steps for adding/editing/deleting accounts:
Step 1: Go to Administration, click on Masters then click on Accounts.
Step 2: If you want to add an account click on Add. If you want to edit, click on Modify.
Step 3: Add or edit the details then save. If you want to delete, press F8.
Step 4: Open the list of account masters then press F8 to delete."
Why am I unable to see sale and purchase return bills in the party ledgers?
If you are unable to see sale and purchase return bills in the party ledgers then you need to enable the option from the accounts tab.
Step 1: Click on administration and then configuration
Step 2: Then features and options and choose the accounts
Step 3: Enable the Posting in accounts through sales return and purchase return an save it.
Step 4: Go to transaction and resave any one sales return and purchase return voucher.
Step 5: After that run the dual voucher from housekeeping menu after the data backup.
Why am I unable to customize or add columns in certain reports or modules in BUSY?
In certain reports you can not add column such as balance sheet,profit and loss etc.it is also depend on Model that your are using it should be Standard or Enterprise as in Basic Model Custom column option is not available only columnar report option is avaialable for some reports and these are Accounts Register,inventory Register,Cash or Bank Book,Stock status,Party Item Analysis and Parameter Stock Status.Make sure if you add custom column in report then it should be login from Super user of Your company.
How can I add a custom column in reports in BUSY Accounting Software?
To add a custom column in reports in BUSY Accounting Software, follow these steps:
Step 1: Open specific report as per required.
Step 4: Click on custom column then specify Format Name.
Step 5: Click on add new column then mention heading, position and data type.
Step 6: Select category such as Inventory Vouchers(Header), Inventory Vouchers(Body), Account Master, Item Master etc. as per required field.
Step 7: After selecting category click on field option and choose the field then save the format.
Step 8: Reopen the report with created format.