Frequently Asked Questions

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.

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.

To generate combine  registered sales for local and central GST purposes, you can follow these steps:
Step 1: Go to the Display menu and click on Account Books. Then, select Account Registers (Standard).
Step 2: Select the Sales Register / Purchase Register that you want to view. You can filter the report by All Parties, Group of Parties, Selected Parties or One Party.
Step 3: Enter the date range and open the report. This will show you the Sale / Purchase data for the specified period.

Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add New Column or Add New Row
For New Column :
Step 1: Mention the Heading - Email ID, Position - After which column want to show ,Data type Field - Text and Alignment as per your need.
Step 2: Select the Field Value - Data Field
Step 3: Select the Category - Inventory Vouchers Header
Step 4: Select the Field Name - Email ID

If you are unable to view reports then please check the given steps:
 Step 1: You will need to check company is login with super user or sub user 
 Step 2: When a company logs in with a sub-user account, there is a potential scenario where the sub-user may not have the necessary permissions to access and view reports.
 Step 3: In this scenerio, you need to login company with super user and give rights to sub user to view the reports

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.

BUSY provides various reports through that you can do auditing and reconcilation. To check the reports follow the given steps
 Step 1 Go on display
 Step 2 Click on account book
 Step 3 Account register standard
 Step 4 Sale register, here you can check the sale report
 If you wan to check sales analysis, Please follow the given steps
 Step 1 Go on display
 Step 2 Click on sales analysis
 Step 3 Here you can select on which basis you want to check reports

In BUSY, you can customize the display of reports using the Custom Column feature. This feature allows you to change the order of columns and align them according to your preferences.You can follow the below steps:
Step 1: First Open then required report in BUSY.
Step 2: Click on custom column feature displayed at top of the report.
Step 3: Specify the name for format and then customize the report as per your requirement.
Step 4: Finally, Save the format and reopen the report with newly created format.

To generate sales report of all parties 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 All Parties and enter the date range that you want to filter the report by and can view 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.

To use the 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. Then choose the filter criteria according to your preference and apply it by pressing filter option.