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

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.

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

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.

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.

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.

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.

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.

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