Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How do I print a sales register of all invoices for a date range for a customer?
To print a sales register of all invoices for a specific date range for a customer in BUSY, you can follow these steps:
Step 1: Open the software and login to the company.
Step 2: Go to Display, then Account Books, then Account Registers (standard), then Sales Register.
Step 3: After that, you will find the option of Sales Registered to be shown for all sales types and one sales type, then select the relevant option.
Step 4: After that, you will find the option of sales registered for all parties, groups of parties, one party, and selected parties, then select a customer for whom you want to see the report.
Step 5: After that, you will find the option for a date range, then type the relevant date range and select relevant information if required, press Y on that particular window, and then execute the report.
Step 6: After that, you will find your sales registered for all invoices for a specific date range for a customer in BUSY.
How do I get the supplier credit note number of my party into the reports as a custom column?
You can enter the supplier credit note number in the purchase return voucher and add that column to the Purchase Return Register by following these steps:
Step 1: After open the report, click on "Custom Columnsin the report’s header part.
Step 2: 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 3: Select a category and click on Fields. Search for the field called "SUPPLIER_CREDIT_NOTE_NOand select that field and save.
Step 4: 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 to add a custom column in the purchase register for supplier credit note number
You can enter the supplier credit note number in the purchase return voucher and add that column to the Purchase Return Register by following these steps:
Step 1: After open the report, click on "Custom Columnsin the report’s header part.
Step 2: 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 3: Select a category and click on Fields. Search for the field called "SUPPLIER_CREDIT_NOTE_NOand select that field and save.
Step 4: 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 customize sales report columns in BUSY
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.
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 define columns in BUSY report
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.
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.
I am not able to see the sales report updated in real-time. What should I do?
If you are not able to see the sales report updated in real-time, there could be several reasons for this issue. To troubleshoot and resolve the problem, you can follow these steps:
step 1 : Make sure that the data source for the sales report is functioning correctly.
Step 2 ; Look for a "Refresh" button or option in your reporting tool, and try refreshing the report to see if the data updates.
Step 3 : If you have synchronisation processes, verify that they are functioning properly and updating the data in real-time.
Step 4 : Sometimes, there may be delays in data processing or updates due to system limitations or network issues.
Step 5 : Ensure that you have the necessary permissions and access rights to view real-time data.
Step 6 : Check the performance of your server or database to make sure it's not a bottleneck.
Step 7 :Older versions may have bugs or limitations that affect real-time data updates.
How do I customize BUSY reports to add columns like Created By
If you want to add column of created by 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 called "VCH_CREATED_BYand select that field and save.
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.
I am trying to open a report in BUSY but it is not opening in the format I want. How can I select a different format?
If you are opening a report and it is not as per your requirement then please
follow the given steps
Step 1: You can look for other report in display menu.
Step 2: further you can customize your report as per your requirement.
Step 3: Open any report then click on custome column option then enter format name
then click on add column or if you do not want to see any column then untick it.
Step 4: Then enter heading and set position and data type then alignment then no of
chars then select data field option then come to category field and select
item master if you want to add master related information like gstin select
inventory voucher header for voucher related information like voucher number
and party name.
Step 5: Then select field and select command line from the list and save.
Step 6: Then re open the report with new format to see added column.
How can I add columns from the main voucher content in BUSY reports
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 check the item details along with the account details of the party?
If you want to check item details with account details, follow these steps:
Step 1: You can check in Account Ledger. Open the ledger by pressing Ctrl+L, then press Y to show item details, and you can check the account with items.
Step 2: Alternatively you can add a custom column in any report. To do this, open your report. On the upper side you will find the options for custom columns.
Step 3: Click on custom column then give a name in the format name field.
Step 4: Mention the heading Name position, data type, alignment, and character.
Step 5: In the field value details choose the data field.
Step 6: In the data field option, choose the category.
Step 7: Then choose the column you want in the report & save.
Step 8: If you do not want to see any predefined column, untick the column.
Step 9: Save the field and format.
Step 10: Now reopen the report with the format name that you created.
