Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
The reports in BUSY are not matching my actual business finances. What could cause this discrepancy and how can I fix it?
If your reports in BUSY are not matching with actual business finances, you can try the following steps.
Step 1. Check the date of the invoices. Then check the accounts you have used.
Step 2. Verify the tax type selected in the voucher. The tax amount should be calculated according to the invoice.
Step 3. Double-check the data entry for accuracy and make any necessary corrections.
Step 4. Look for any discrepancies or errors in the account statements and reconcile them.
When I click on a customer in my favorites, I only see one row. How can I see their complete billing details?
To generate Sales / Purchase complete billing details , 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.
I am trying to reconcile my bank statement with BUSY but it is showing a mismatch. What could be the reason?
Pls Follow the Below Steps for Matching Bank Reconciliation :
Step 1: Check last year Pending entries properly get carry forward in current financial Year.
Step 2: As per Bank Book, Correct the entries have been cleared by you from F4
Step 3: After Data Backup, Run Update master from Housekeeping.
Step 4: Check in Short Range in Balance Sheet,You will get a particular mismatch date.
Step 5: In that Particular Date, Check the entries from Day Book and correct it.
How do I filter and customize reports in BUSY?
To apply filter in reports user FILTER option or press F7 on your keyboard, specify fields and value for filter and view report.
Customization in report is available for an extend within the BUSY, to apply customization follow below steps:
Step 1: Open report in which you want to add any additional value
Step 2: Click on custom column option, available for standard model only
Step 3: Add format and configure new columns and rows
Step 4: To view effect reload report with newly added format
How can we check multiple currency report?
Companies of import-export business have to deal in more than one currency. For this purpose they can enable the Multi Currency feature through which they can use various currencies while making sale / purchase or payment / receipt transactions.
To check multiple currency report follow the below steps:
Step 1: Go to Display > Account Book > Account ledger > Account- wise > Multi currency >Select the account master > Select Currency details - Alt currency.
Report will show data in multi currency .
How can I find the ledger for an account on BUSY?
If you want to check balance of an account in BUSY, you can follow these steps:
Step 1: Press ALT+L to open account ledger and specify the account name of which you want to check the balance.
Step 2: Then, you need to enter the Date Range for which you want to see the report and click on OK or press F2.
Step 3: The report will show you the Closing Balance of the selected account for the given period.
How do I add custom column for reference numbers in BUSY
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, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data field , Formula Based and SQL Query
Step 3: Select the Category and required field.
For More Customization as per your requirement can contact to Channel Partner.
How do I filter sales reports by date in BUSY
To generate 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.
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.
Can I generate sales reports by product category in BUSY?
If you want to generate sales reports by product category then please follow the
given steps
Step 1: Go to Display option then sales analysis.
Step 2: Then Item wise then standard date voucher wise then group of item
Then date wise/
Step 3: Then enter name of item group and starting date and ending date and
check other option too then ok
Step 4: Then report on the basis of category will open make sure you must have
maintain category in group name.
How do I customize reports in BUSY
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, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data field , Formula Based and SQL Query
Step 3: Select the Category and required field.
For More Customization as per your requirement can contact to Channel Partner.