Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How to apply filters in the accounting software to view specific transactions like cash deposits
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.
Unable to open specific ledger or transactions in BUSY. What could be the reason?
If you are unable to open specific ledger or transaction in BUSY then follow the below steps:
Note : Take latest backup of the data
Step 1: Check ledger in short range like month wise
Step 2: When you are found particular date then open day book
Step 3: Then check entries in that particular date and resave the voucher
Step 4: Then check ledger or transaction
Where can I check the status of bills paid, pending, cancelled etc in BUSY?
In BUSY, if you are using bill by bill feature then you can see the Purchase Register to check the status of bills.
To check this follow these steps:
Step 1: Go to Display menu and click on Account Books.
Step 2: Select Account Registers ( Standard) then select Purchase Register.
Step 3: Enter the date range and set Y on Show Payment / Receipt Details.
This report will show the bill status and cancelled invoices.
How can I filter and send all sales data between two dates via email?
To filter and send all sales data between two dates via email, you can use the Sales Register report and apply the date filter. Then, export the report in Excel format and attach it to an email to send it.for that go to :
Step 1 : CLick on display
Step 2 : Account books
Step 3 : Account register
Step 4 : Sales register
Step 5 : Select date range
Step 6 : Sent via email.
How to view total Sale / Purchase GST for each item in BUSY?
If you want to view total Sale / Purchase Gst amount of each item in BUSY, you can follow these steps:
Step 1: Go to Display and can select either Sales Analysis or Purchase Analysis.
Step 2: Select Item-wise and then Standard-Date / Voucher - wise.
Step 3: When you open the report set Y on Show Value of Items? and Show GST Amt.?
Now, the report display you item-wise sales and GST amount also.
How do I add columns in BUSY for distributor phone number, address, and email id? Where can I add these columns?
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.
Why can't I access or view certain transactions made before company registration in BUSY? How to resolve this?
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.
My sales and purchase registers are displaying incorrect values after making changes in the local GST bill sundry. How can I correct this?
When you do the changes in the local GST bill sundry then do the below steps.
Step 1: Open the voucher, then remove the gst bill sundry from F9 and re enter it again in the voucher for reflecting the changes.
Step 2: Then run regenerate dual voucher from housekeeping by selecting the none for filter voucher on the basis.
Note : Do this process after the data backup.
I am not able to see my bill in ledger, One bill is missing. How can I solve this?
To view ledger bills in a report, you can follow these steps to resolve the issue:
Step 1: Ensure you have specified a date range within which the bill is present.
Step 2: Verify that the bill amount is not zero.
Step 3: Make sure you have entered the correct party name.
Step 4: Ensure you have not canceled or deleted the bill.
Step 5: If the issue persists, contact customer support for further assistance.
how to check the details of cancelled invoice in BUSY?
To check the details of cancelled invoice, you may follow the below mentioned steps :
Step 1: Go to Display menu and select Checklist oprion.
Step 2: Click on voucher numbering reports then you can select the option of cancelled voucher numbers.
Step 3: Select the voucher type with required opion for which you want to open the report. Open the report and can check the details of cancelled invoice.