Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How can I add optional field in reports?
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.
How to export sales register report from BUSY?
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
How do I find register showing tax rate and base amount separately
To see seperate base amount and tax in Sale / Purchase, etc register in BUSY, you can follow these steps:
Step 1: Go to the Display menu and click on Account Books.
Step 2: Select Account Registers(Standard) and Choose Sales Register / Purchase Register, etc.
Step 3: Enter the date range and can view that report. And enable "Show Bifurcation of Amounts?"
Step 4: The report will show you data along with tax bifurcation.
How to access data for a specific sales account within the software?
To access data for a specific sales account within the BUSY Accounting software, follow the step below:
Step 1: Go to display option and click on account books
Step 2: Now select account ledger then account wise
Step 3: Select standard option then click on one account
Step 4: Now select account name and date range of desired financial year then open report
Note: You can also open single account ledger report by sortcut Control/Alt + L
How can I check the account balance for a customer?
To check account balance of party or customer in BUSY, follow these steps:
Step 1: Go to Display section and then click on Account Books menu
Step 2: Select the account ledger and then press Account wise option
Step 3: Choose the standard format and then select one account
Step 4: Specify the account name and you can check account balance from its ledger book.
Note - You can press ALT+L shortcut to access ledger book for single account.
From where can I see the sale register in BUSY?
To see the sales register in BUSY, follow the below steps:
Step 1: Open your company then go to display menu and click on account books option.
Step 2: Select account registers (standard) then choose sales register and select all sale type.
Step 3: You can select party's range base on your requirements then enter the date range and set Y or N on the required options.
Step 4: Press ok to open the report and can see.
How to check total tax on sales in BUSY
If you want to see total tax on sales in BUSY, then you can check the sales register by using these steps:
Step 1: Go to the Display menu and click on Account Books.
Step 2: Select Account Registers(Standard) and Choose Sales Register.
Step 3: Enter the date range and can view that report. And enable "Show Bifurcation of Amounts?"
Step 4: The report will show you sales data along with the tax columns and total tax amount.
How to correct an overstatement in account balance?
To correct an overstatement in account balance in BUSY, you need to carefully review all your entries in BUSY to check for mistakes, then go back to the source documents to verify the accuracy of the original transactions. Correct data entry errors by modifying those entries and re-entering them correctly. In some cases, journal entries may be required to correct errors. Consult an accountant if you are unsure about the use of journal entries.
I am unable to see my transaction history in the reports. How can I generate transaction reports?
In BUSY , we cannot check transaction hisory in any report. Further we can check other reports like ledger & day book .
you have the follow the below steps for this:
1. Go to display menu and click on account books.
2. Select accounr ledger and click on account wise.
3. Select ledger for one account or all account then select the date range.
4. press ok
How can I analyze my sales data in Excel? How can I export it from BUSY?
If you want to check and export Sales Analysis report to excel in BUSY, you can follow these steps:
Step 1: Go to Display and click on Sales Analysis.
Step 2: Select the appropriate report combination that best suits to your need such as Item-wise, Party-wise, etc. And can see the report and analys your data.
Step 3: Use the Export (ALT+E) option to export it in a compatible file format as Microsoft Excel.