Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I am facing problems with incorrect balances being shown. How can I troubleshoot and identify the root cause?
To troubleshoot and identify the root cause of incorrect balances being shown in account reports you can follow these steps:
1. Review the entries made in the BUSY to ensure that there are no mistakes or incorrect values entered.
2. Make sure that the transactions are correctly categorized and mapped to the appropriate accounts.Check billing party is selected proerly according to the transactions
3. Check if there are any duplicate entries that might be affecting the balances. Remove any duplicates to see if it resolves the issue.
4. Review the opening balances for each account to ensure they are entered correctly or any changes made in previous year may affect opening balance in current financial year
5. Check all item entries are correclty done and if there is any tagging in it affect that account is correct and also can reapply item in voucher if made any changes
6. Check all over amount including tax amounts in vouchers is correct
7. Also after backup,you can update master balances from hoousekeeping if needed or regenrate dual vouchers for masters,if any changes made after voucher entries
I need help with configuring the custom report settings in BUSY. What options are available?
BUSY has a built-in feature for adding columns in reports. You can use the Custom Column option to create and customize your own columns.
To add custom columns in reports, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
What is the process and cost for custom BUSY reports
If you want to add custom columns in reports, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
Furthermore if you wish to customize your own report then you need to contact to your authorized channel partner they will guide you process and cost for the same.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
How do I add CGST and SGST to get total GST amount
To see the GST as a single column instead of separate columns for CGST and SGST, you can create a new column based on a formula that adds the values of CGST and SGST. Here are the steps to add a new column:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col. Enter the details such as heading, position, data type, etc. for the new column. Data type should be numeric for apply formula.
Step 4: Add format by sign of (+) between the fields and save changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
How can I download or export the e-invoices generated in BUSY to Excel for reconciliation?
There is no option in BUSY by default to export the generated e invoice details from BUSY
to excel but you can add a custom column report in sale register and export the datils
follow the steps to do the process
1 Go to display menu and click on account books then click on account register standard
2 Click on sale register then select all sale type all party select the date range and
open the report
3 click on custom column and give a new format name then click on add column
4 set a header name as IRN no select the position to add column select data type text
select alignment number of character for the field then select data field then select category
and select inventory voucher header field
5 click on field then click on alphabetic and select IRN no field and save
like the same way you can insert other coulmns related to E invoice and save then save the format
6 then open the custom report and click on export option then select excel and set the path to export and ok
I want to export a detailed transaction list from BUSY to Excel but I don't see an export option. Is there a way to export transactions to Excel?
Yes, there is a way to export transactions to excel, you need to follow the below steps:
Step 1: Go to Display, then select Account Books, and choose Account Registers (Standard).
Step 2: In the register list, you'll find options for various transaction types, such as sale, purchase, sales return, purchase return, receipt, payment, journal, contra, debit, and credit notes.
Step 3: Select the specific register for the type of transaction you want to export.
Step 4: Choose whether you want to see all sales types or a specific sales type in the sales register.
Step 5: Select the party account for one account, a group of accounts, all accounts, or selected accounts.
Step 6: Specify the date range and other relevant information, then click OK or press the F2 key to generate the report.
Step 7: Step 1: Within the report, locate the transaction details list.
Step 8: At the top of the report, you'll find an export option. Click on it.
Step 9: Select the desired export data path and click OK to export the transaction report in Excel.
By following these steps, you can easily export your transactions to an Excel file in BUSY.
Why are some transactions missing in reports?
There are several possible reasons why some transactions are missing in the report. Some of the common reasons are:
1. The transactions have been deleted. You can check the Deleted Vouchers from the audit trail report to see if any transactions have been deleted by mistake.
2. The transactions have been hidden. You can press ALT+F9 to unhide the transactions and see them in the report.
3. The report has been opened with a different voucher series than the transactions. You can check the voucher series of your transactions and the report and make sure they match.
4. The report has been opened with a different material center than the transactions.
5. The report has been opened with a wrong date range. You can check the date range of your report and make sure it covers the period of your transactions.
There may be other reasons depending on the situation. If you still cannot find your missing transactions, you can contact us for further assistance on our 24X7 helpline number: 8282828282 or 011 40964096. Alternatively, you can email us your query at support@busy.in.
I need to add Custom fields like Quantity and Rate to the standard reports in BUSY. What is the process for adding user-defined columns in BUSY reports?
If you want quantity and rate fields in reports,you can open and then add custom column for quantity and rate fields as available by selecting coloumn number and heading in custom coloumns and also you must have stanrard or enterprise model to add custom column and user right to add columns in reports.
When you will open report,On top right select custom columns,then follow these steps
Step 1 add format name for custom column and then add new columns
Step 2 Mention heading for columns like quantuty or rate,then position,data type,alighnment and amount details if data type is numeric
Step 3 Now in data field,select category like master,or accounting or inventory voucher header or body and then click on fields and fields for data will be loaded
Step 4 Now select quantity or rate fields from the list and then save the changes
Step 5 Now again open report,select format name you have added and then date range and then load report
Step 6 Now you can check column quantity and rates will be shown in report
How do I edit or customize reports in the software
BUSY has a built-in feature for adding columns in reports. You can use the Custom Column option to create and customize your own columns.
To add custom columns in reports, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
How do I create customized profitability report in BUSY
BUSY has a built-in feature for adding columns in reports. You can use the Custom Column option to create and customize your own columns.
To add custom columns in reports, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
