Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How can I add custom columns to my purchase register report in BUSY
If you want to add custom columns in the Purchase Register, you can follow these steps:
Step 1: Open the Purchase Register.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
What is the procedure to modify purchase register format in BUSY
In Purchase Register you can add columns as per your requirements by using these steps:
Step 1: Open the Purchase Register.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
How do I add column to sales ledger report
If you want to add custom column in sales ledger, you can follow these steps:
Step 1: Open the sales ledger.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
How do I add formula based columns in my reports in BUSY?
To add formula based columns in BUSY, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col. Enter the details such as heading, position, data type, etc. for the new column. Data type should be numeric for apply formula.
Step 4: Mention fields with formula signs and save it.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
How can i add party state column in purchase list in BUSY?
To add party state column in purchase list then follow these steps:
Step 1: Go transaction menu and select the purchase invoice
Step 2: After that select list option and then press on screen option
Step 3: Then specify voucher series, date range and then enable disable other function as per requirement and after that choose ok to view list
Step 4: After that select custom column option from title bar then specify format name and press enter key
Step 5: Then select add new column option and mention heading, position and date type along with other details as per preference
Step 6: Now select account master in category data filed and F3 in account name column then press on fields option
Step 7: Then select alphabetic option and now search ACC_STATE and select field name and then press save field option and save the format by pressing yes
Step 8: After that reopen purchase list with selecting new format name.
How do I customize the columns in a report to show the party name instead of the account name
If you want to add custom column in report, you can follow these steps:
Step 1: Open the desired report.
Step 2: Click on "Custom Columnsin the report’s header part.
Step 3: Create a Format Name and click on Add New Col.. Enter the details such as heading, position, data type, etc. for the new column.
Step 4: Select a category and click on Fields. Search for the field that you want to add and select it. Save your changes.
Step 5: Reopen the report with the format name that you created. You will see your new column with the appropriate data.
The Custom Column feature is only available in the Standard and Enterprise editions of BUSY. If you are using the Basic edition, you can add columns by using the Columnar option.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
How can I add a custom column for narration in purchase list in BUSY?
To add a custom column for narration in purchase list in BUSY accounting software, follow these steps:
Step 1: Go transaction menu and select the purchase invoice
Step 2: After that select list option and then press on screen option
Step 3: Then specify voucher series, date range and then enable disable other function as per requirement and after that choose ok to view list
Step 4: After that select custom column option from title bar then specify format name and press enter key
Step 5: Then select add new column option and mention heading, position and date type along with other details as per preference
Step 6: Now select inventory voucher header master in category then press on fields option
Step 7: Then select alphabetic option and now search NARRATION and select field name and then press save field option and save the format by pressing yes
Step 8: After that reopen purchase list with selecting new format name.
What are the different reports I can generate from BUSY and how?
BUSY provides a variety of accounting reports to help you manage your business finances effectively. Some of the reports are:
1. Financial Reports: These include Balance Sheet, Profit & Loss Account, Trial Balance, etc.
2. Account Books: These include Account Ledger, Sales Register, Purchase Register, etc.
3. Inventory Books: These include Day Book, Stock Ledger, Inventory Register, etc.
4. GST Reports: These include GSTR-1, GSTR-2, GSTR-3B, GSTR-4, GSTR-9, etc. These reports help you to comply with the GST laws and regulations in India.
5. Outstanding Analysis Reports: These include Bills Receivables, Bills Payables, Aeging Reports, etc. These reports help you to manage your cash flow and credit control.
6. MIS Reports: These include Profitability Report, Cash Flow, Fund Flow, Ratio Analysis, Multi Company Results, etc. These reports help you to measure and compare the performance of different segments of your business.
You can generate all these reports under the Display menu.
I need to analyze transporter usage over time. What reports can help with this?
There are no specific reports in the given context to analyse transporter usage over time
but you can use custom column report to analyze it follow the steps to show transport details
in the sale list
1 go to transaction menu and click on sale then click to list
2 select date range and ok to open the report
3 click on custom column and put a name
4 Click on add column fill the heading name as transporter select the required position
and select data type as text
5 select alighnment to show the report and select the character number of custom field
6 select data field and click on category and select inventory vouvcher header field
7 click on fields then click on voucher hedaer and select the field transport
8 click on save field and save format then open the sale list with the new report format
What customization options are available for reports in BUSY? How can I customize existing reports or create new reports?
To customization reports in BUSY you can follow the steps
1 Go to display menu and select the reports you want to customize
2 Open the report with particular date range
3 Click on the Custom colum option to generate any custom field as per your
requirement
4 Fill a custom format name and click on add column
5 fill the header field and select the position where the custom column need to
generate select type as text select the lenght of field and its alignment
6 select the data field option and on category option choose the source the path
from where you want to pick the report
7 click on field then choose the particular field searching from alphabetical option
then save field and save format
8 now open the same report with same process and select the new custom format
to view your customize report
