Frequently Asked Questions

To send single broker wise sales report through email, follow these steps:
Step 1: Go to print/email/sms then click on account books option
Step 2: Click on account register (Standard) then select sales register.
Step 3: Click on all sales type then all parties option 
Step 4: Specify date range then select one in select salesman range and specify broker name.
Step 5: Click on email option then mention the email id and send the report.

To filter the sales register by date range in BUSY, follow these steps:
1. Open the BUSY software.
2. Go to the Sales Register or Sales module.
3. Look for the option to filter or search within the sales register.
4. Select the date range option.
5. Enter the start date and end date for the desired range.
6. Apply the filter or search.
7. The sales register will now display only the transactions within the specified date range.

If you want to check sale report then you can follow the steps. 
 Step 1. Go to display menu click 
 Step 2. Account books click 
 Step 3. Account register standard 
 Step 4. Sales register click 
 Step 5. All sale type click 
 Step 6. Then Choose party according to your preference 
 Step 7. Then choose date range and open report 
 Now you can check sales

To check gstr2a,2b status in the ledger report by following below steps:
Step1: Go to Display menu and click on account books submenu.
Step2: Then click on account ledger section and select account wise and one account option.
Step3: Mention account name and date range and enable or disable other required details as per your requirement and press ok.
Step4: Here you can press F6 function key to check status of gstr2a and 2b in BUSY.

We can check Cash/Bank book from accounts book reports.
To check Cash and Bank transactions in one report follow the below steps:
Step 1: Go in Display => Account books=> Cash/bank book >select single column
Step 2: Select account of either Cash / Bank 
Step 3: Report will show payment and receipt with respective accounts. 
Remark - Post dated cheque Data can also be included in the Bank book after enabling Include PDC entries .

For check ledger follow these steps:
1. Go in Display then go in Accounts Book
2. Then go in Account ledger then go in account wise
3. Then click on standard or T-Format and open Report
Note- You can use shortcut key Alt+L for open ledger
For check stock detail follow these steps:
1. Go in Display then go in stock status 
2. Then go in closing stock Alphabetical 
3. Then click on Detailed and check Report accordingly

To apply filter on any report in BUSY, you can do the following:
Step 1: Open the report in which you want to apply filter. 
Step 2: Click on the Filter button or press F7 on your keyboard. This will open the Filter screen.
Step 3: Select Field from the dropdown list of Filter on Field on which you want to apply filter.
Step 4: You can also apply Single Filter or Multiple Filter.

If you want to add columns of address, phone number or email id in account master report do follow some steps:
Step: 1 Open account list or report.
Step: 2 Click on custom column tab and enter format name.
Step: 3 Do select account maser field on category and select address or phone number or email id field one by one.
Step: 4 Save the format and reload report after select new created format name.

Reasons for not able to access the transactions made before company registration are:
 1. If your books commencing date is after the date of company registration then you will not be able to view or add the transactions before that date.
 2. If you do not have rights to view the transactions or certain report as sub user in that case also you will not be able to view transactions.

If you want to check your Cash Data, you can use the Cash Book report in BUSY. To view this, you can follow these steps:
Step 1: Go to the Display menu and click on Account Books.
Step 2: Select Cash/Bank Book and choose Single Column.
Step 3: Specify the Cash Account and enter the date range and open the report.
Step 4: The report will display you the Cash Receipt and Payment Column wise.