Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I need to open a customer's account report. How do I do that?
If you want to check an account in BUSY, you can follow these steps:
Step 1: Press ALT+L to open account ledger and specify the account name of which you want to check the balance.
Step 2: Then, you need to enter the Date Range for which you want to see the report and click on OK or press F2.
Step 3: The report will show you the Closing Balance of the selected account for the given period.
How can I generate a report to see registered and unregistered parties separately?
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
How do I check the billing reports and history in BUSY to audit what bills have been generated?
To check billing report, you can see sales register in BUSY 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.
Furthermore, if you are using Audit Trail feature then you can see Audit Trail report. This report will provide you history of bill and including modification and deletion made to them.
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.
How do I summarize the sales register by party to avoid thousands of transaction lines
To get a summary of the sales register by party name in BUSY, you can do the following:
Step 1: Open the sales register that you want to summarize.
Step 2: Click on the Summary button or press F5 on your keyboard. This will open the Summary screen.
Step 3: Select Account from the dropdown list of Summarize on. This will group the transactions by party name and show you the total amount for each party.
My account is showing incorrect balances. How can I troubleshoot and correct this?
If your account is showing incorrect balances then please follow the given steps
Step 1: Take the backup of the company.
Step 2: Then Go to Housekeeping
Step 3: Then Update master balances
Step 4: Then again check account ledger
If you encounter the any issue, you can contact us through our centralized helpline at 8282828282 or
11 4096 4096, or you can email us at support@busy.in.
How can I view my account ledger in BUSY for a particular account?
If you want to see the Account Ledger of a particular account in BUSY, you can follow these steps:
Step 1: Go to Display menu and click on Account Books then Account Ledger.
Step 2: Select Account-wise and click on One Account.
Step 3: Choose the account name from the dropdown list.
Step 4: Enter the date range and open the report.
Step 5: You can also press shortcut key ALT+L to ledger.
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