Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How can I fix the incomplete voucher issue with blank sales vouchers?
To fix the incomplete voucher issue with blank sales vouchers then you either you can open the voucher and add the required details or you can delete the vouchers from the alt+f8 shortcut key.
Pls follow the below steps to check the incomplete voucher report.
Step 1: Take the backup of your company
Step 1: Click on Housekeeping
Step 2: Then Check Incomplete vouchers
Step 3: Then Press ALT+F8 to delete all the vouchers or you can open and modify it.
How can I view the monthly summary for a specific month?
To view the monthly summary for a specific month either of account and inventory in BUSY, then you need to follow the below steps.
Step 1: Click on Display and sub menu Account Summary or Inventory Summary
Step 2: Then Monthly summary and choose the option to view as per your requiredment for single Account or Group, single Item or Group. After that mention the specific month and can also compare it from last three years if required.
Why are the check numbers not populating in the ledger reports
The absence of check numbers in ledger reports may stem from a misconfiguration within the BUSY Software. It is advised to review the settings and configurations pertaining to check numbers during the ledger report generation process. Furthermore, thorough validation of data input is essential to ensure accurate recording of check numbers in the system, potentially resolving the issue. Should the problem persist, reaching out to technical support or the system administrator for additional assistance is recommended.
How do I add a custom column in BUSY sales register
Under Display Menu, Open the Sales Register from Account Books or in Inventory Books as per your requirement.
Pls Follow the Below Steps for Custom Column:
Step 1: Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add new column
Step 4: Mention the Heading, Position ,Data Field and Alignment as per your need.
Step 5: Select the Field Value - Data field , Formula Based and SQL Query
Step 6: Select it Category and required field.
What steps to add state and TIN custom fields to report
.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
Step 3: Select the Category - Account Master or Inventory Header
Step 4: Select the State and TIN field one by one.
How do I get a monthly sales report in BUSY
If you want to see monthly sales in BUSY, you can follow these steps:
Step 1: Go to Display and click on Account Summary.
Step 2: Choose Monthly Summary and select either Vertical or Horizontal, depending on how you want to see the data.
Step 3: Choose One Account or Group of Accounts and enter the sales account.
Step 4: Specify the starting and ending month and view the report. This will show you the consolidated sales for each month.
How do I customize party state and TIN in reports
.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
Step 3: Select the Category - Account Master or Inventory Header
Step 4: Select the State and TIN field one by one.
Bills created yesterday not reflecting today in BUSY, why?
after Create Bills in BUSY if bill Showing Books follow the Step
Step 1: Open the Bill Modify Mode go to Transcation Click on Sale then Click on Modify
Step 2: Select Voucher Serise and put voucher no which no Showing then Click on ok
Step 3: after Click on ok if Bill not Showing then your bill was deleted
Step 4: if Bill Showing Check Party Name and Voucher date .
What does updating master balance do in BUSY
Updating master balances option from Housekeeping Tab update balances of all masters. Which is used to show an accurate image of financial statements. If did any modification in master balances sometmes the reflection not show proper so we recommend take backup of data and then process update master balances option from House-keeping Tab.
Note:- Take backup first before proceeding. For backup go to Company Tab then Backup data. select company define data path and process for backup
How can I see monthly sales details
If you want to see monthly sales in BUSY, you can follow these steps:
Step 1: Go to Display and click on Account Summary.
Step 2: Choose Monthly Summary and select either Vertical or Horizontal, depending on how you want to see the data.
Step 3: Choose One Account or Group of Accounts and enter the sales account.
Step 4: Specify the starting and ending month and view the report. This will show you the consolidated sales for each month.