Frequently Asked Questions

If your bill history for certain months is incomplete in BUSY, you can follow these steps:
 1. Check if the bills are entered correctly and completely in the software.
 2. Verify if there are any pending bills that need to be entered or updated.
 3. Ensure that the bills are assigned to the correct accounts and parties.
 4. Double-check if the bills are properly dated and categorized.
 5. If the issue persists, contact BUSY customer support for further assistance.

No, it is not necessary for the entire ledger to be shown in one ledger in BUSY , It can be viewed by grouping similar accounts together. To view account leder please follow below 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.

Bill status and color show payment and receipt status of entry it show payment or Receipt pending or not, If you do partial payment or Receipt partial payment show partial in status and show in brown color.If payment not received show in Red color and show pending in status. if payment cleared show in green color mention cleared in status.
Note- For this you have to use bill Reference feature otherwise show entry in blue color and show status N/A 

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.

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.

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.

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.

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.

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.

To generate the purchase order from the sales order then follow the below steps.
Step 1: Click on display and then order processing
Step 2: Select pending order and then sales order
Step 3: while opening the sales order enable the option show item current stock and deficiency. after that select the required items press f4 shortcut key to generate the purchase order.
Step 4: you can generate it either deficiency wise or critical level wise as per specified in the item master.