Frequently Asked Questions

To add an optional field in report, follow these steps:
Step 1: Open specific report as per requirement.
Step 2: Click on Custom Columns which appear on top of the screen.
Step 3: Now add Format Name and click on add new column or row as per required.
Step 4: Mention Heading name, position and data type and then select inventory vouchers(Header) in category option.
Step 5: Now click on field tab and choose optional field from voucher Header section.

If you want to export sales register report from BUSY please follow these steps:
Step 1: Go to display menu
Step 2: Then click on account books
Step 3: Then click on account registers
Step 4: Then click on sales register 
Step 5: Then select sale type and party as all,one or group as required and open the report
Step 6: Then click on export button and then select the data format as required and click on ok to export

If the last year sales is showing instead of the current financial year, then might you have open the last financial year you have to change it from the below steps.
 Step 1: Click on Administration
 Step 2: Then change financial year
 Step 3: Then select the current year and change it without carry forward the balances.
 If you have spiltted your company then make sure that you have open the correct financial year company.

To search an invoice by bill number in BUSY, you need to follow these steps:
 Step 1: Go to Transaction menu and select the voucher type such as Sales, Purchase, etc.
 Step 2: Click on Modify then enter the Bill number and can open the invoice.
 Step 3: You can also open the Sales / Purchase Register with GSTIN option Y.
 Step 4: Press F3 to search an invoice by bill number and GST number.

You can search the last year voucher in the current financial year by opening the account ledger by using the shortcut key CLT+L or from below steps.
 Step 1: Click on Display
 Step 2: Then Account Books
 Step 3: Then Account Ledger
 Step 4: Then Account wise 
 Step 5: Then open the ledger by selecting the last year date range.
 Also can check the past voucher by changing the last financial year from administration.

To check consolidate statement of pending payment from different party then follow the below steps :
 Step 1: Go to Display menu 
 Step 2: Click on Accounts books option 
 Step 3: Then click on Account register (standard) option 
 Step 4: Then click on Payment register option 
 Step 5: Then Specify date range and click on OK button 
 Step 6: here you are check list of payment from different party

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.

for Check Registered and Unregisterd Party from BUSY Software See the below Step 
 Step 1: Go to Administration Click on Account then Click on List 
 Step 2: Select Option Screen Click on Stander and Select group as Sundry Debtors 
 Step 3: after Select group Enable option Show GST Details 
 Step 4: Click on ok for Generate Report 
 Step 5: Click on Summary and Summarised on type of Dealer filed

To customize the formatting options in BUSY, you can create custom formats for invoices, reports, and vouchers. This allows you to add or remove columns, change the layout, and include additional details as per your requirements. You can also customize the print settings, such as adjusting alignment and layout. If you need assistance with customization, you can contact BUSY support or a BUSY dealer who can help you create a customized format for a fee.

If the sales register total does not match with the individual voucher total, then check the below steps.
Step 1: Make sure you have enter the voucher with the correct amount with tax rate.
Step 2: After the data backup, run the update master balance from housekeeping menu.
Step 3: If still issue presists, then voucher list and sales register in the short range then you will get date from which the mismatch is coming then correct it.