Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
How can I add custom columns to my purchase register report in BUSY
If you want to add custom columns in the Purchase Register, you can follow these steps:
Step 1: Open the Purchase Register.
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.
What is the procedure to modify purchase register format in BUSY
In Purchase Register you can add columns as per your requirements by using these steps:
Step 1: Open the Purchase Register.
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 add column to sales ledger report
If you want to add custom column in sales ledger, you can follow these steps:
Step 1: Open the sales ledger.
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 add formula based columns in my reports in BUSY?
To add formula based columns in BUSY, 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. Data type should be numeric for apply formula.
Step 4: Mention fields with formula signs and save it.
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 can i add party state column in purchase list in BUSY?
To add party state column in purchase list then follow these steps:
Step 1: Go transaction menu and select the purchase invoice
Step 2: After that select list option and then press on screen option
Step 3: Then specify voucher series, date range and then enable disable other function as per requirement and after that choose ok to view list
Step 4: After that select custom column option from title bar then specify format name and press enter key
Step 5: Then select add new column option and mention heading, position and date type along with other details as per preference
Step 6: Now select account master in category data filed and F3 in account name column then press on fields option
Step 7: Then select alphabetic option and now search ACC_STATE and select field name and then press save field option and save the format by pressing yes
Step 8: After that reopen purchase list with selecting new format name.
