Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
What should I do if sale entry not show in sale ledger?
If sale entry not show in sale ledger then follow these steps:
Step 1: Go to admnistration then go to master
Step 2: Now Go to Item master and open item master
Step 3: Check may be any other account tag in item master
Step 4: If other account tag then value show in this account instead of sale ledger or sale account
Step 5: Change account and tag sale account and resave voucher then check sale ledger
How to download invoice reports for a specific period in BUSY?
To download or export invoice report for a specific time period then follow the given steps:
Step 1: Go to Display Menu
Step 2: Click on Account Books Option
Step 3: Then click on Account register (Standard)
Step 4: Then click on Specific report like sale or puchase register
Step 5: Then specify Date range and get a list of all invoices
Step 6: Then click on export button to export all the invoices in respective form
How do I change the report format to A format?
To change report format, have to add custom column, follow the steps to add custom column:
Step 1: After opening your desired report click on custom column option present on top of report
Step 2: Mention format name
Step 3: Specfity heading of column, position and data type
Step 4: Then slect field and save format
Step 5: Now open the report agian with your created format
Note: Custom column option only available for standard and enterprise model.
How do I open an ABG account ledger in BUSY?
For check accounting ledgers in BUSY you can follow these steps:
Step 1: Go in Display.
Step 2: Then select Account Books.
Step 3: Then select Account Ledger.
Step 4: Then select Account wise Standard or T Format in which you want to see.
Step 5: Then select option All account, One account, Selected account and Group of account.
Step 6: Then open it & check accordingly.
Step 7: Also you can press ALT + L for see account ledger via shortcut.
How do I view my old invoices in the software?
To view the old invoices in BUSY software follow below mentioned steps:
Step 1: Go to transaction tab then select invoice like-sale and purchase for which you want to check old invoices
Step 2: Then open that invoice from list or modify option and you will be able to see old bills in BUSY
apart from that you can also check old invoices from display menu through various reports like - sales analysis and sales register etc.