Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
How do I customize reports as per my needs?
BUSY has a built-in feature for adding columns in reports. You can use the Custom Column option to add columns in your report by using these steps:
Step 1: Open your company then, the desired report that you want to add a column to.
Step 2: Click on Custom Column in 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 from the configuration tab under Administration.
Incorrect account balances after bank import. Fix?
If you are experiencing incorrect account balances after importing bank transactions into BUSY, you can try the following steps to fix the issue:
Step 1 : Double-check the imported transactions: Review the imported bank transactions in BUSY and ensure that they are accurately recorded.
Step 2 : Verify the account mappings: Make sure that the bank transactions are correctly mapped to the appropriate accounts in BUSY.
Step 3 : Check for duplicate transactions: Look for any duplicate transactions that may have been imported, as they can cause discrepancies in the account balances.
Step 4 : Reconcile the accounts: Use the reconciliation feature in BUSY to match the imported bank transactions with the corresponding transactions in BUSY. This can help identify and resolve any discrepancies.
Step 5 : Seek assistance from BUSY support: If the issue persists, reach out to BUSY customer support for further assistance in troubleshooting and resolving the incorrect account balances.
I am not able to customize the columns in my sales voucher list report How can I customize the columns
If you want to add custom columns in the Sales List, you can follow these steps:
Step 1: Open the Sales List.
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.
