Frequently Asked Questions

You can see the all month purchase data in the monthly report from below steps.
 Step 1: Click on Display
 Step 2: Then Account Books
 Step 3: Then Account Summary
 Step 4: Then Monthly Summary
 Step 5: Then vertical or horizontal as per your need and select the group of account as purchase and view the report.
 Additionally, you can view the multiple purchase report from the Display menu.

If you are not able to view the services invoices then check the below steps.
 Step 1: Make sure that the service account has been properly tagged either in the service bill sundry or service item as you have applied in the voucher.So that you can check the service account ledger.
 Step 2: If you are sub user then you should have rights to access the vouchers in BUSY.

If you want to filter the cash receipt in the receipt list, you can follow these steps:
Step 1: Open the receipt list.
Step 2: Click on Filter button or press F7 a filter screen will appear.
Step 3: Select Account from the dropdown list on the Filter on Field and select Having in the Operator.
Step 4: Specify "Cashin the value and click on filter button. Now only cash receipt will reflect.

It is possible that some quantity are still pending and shows in pending order when entering new sale then you can pending reports of sale order:
Step 1: Go to Display menu 
Step 2: Click on Order processing report 
Step 3: Then click on Order wise statement report 
Step 4: Then click on sale order and here you can check pending qty and cleared qty separately in the given report

To generate sales report 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.
Step 3: Enter the date range and can view that report.
Step 4: If you want to export that report then use the "Export(ALT+E) option to export it in a compatible file format such as Excel, CSV, PDF & Google Sheet.

There are different reports available in the software, such as sales order reports, amount receivable reports, and inventory summary reports, Accounting registers, GST Reports , Ereturns , Audit Trail Report Inventory reports , Profitability reports . These reports can be customized by adding or removing columns, filtering data, and selecting specific parameters. To customize a report, you can go to the report settings or customization options within the software.

To check the purchase of a specific branch in BUSY, you need to follow these steps:
Step 1: Open your company then go to Transactions menu.
Step 2: Select Purchase then click on List and choose Screen option.
Step 3: Select the branch name and relevant voucher series from the dropdown list then enter the date range.
Step 4: Press Ok to open the report and can see the purchase of select branch.

To find the older invoices or documents in BUSY you can follow the steps
1 by pressing F11 key you can change financial year 
2 then go to display menu and click on account books 
3 click on account register standard and click on sale register then select all sale type and all 
party and select the date range thenopen report 
4 select the voucher from the list you want

To check monthly Bank Statement in BUSY, you can check Bank ledger by press ALT+L and specify the bank name and date range.
You can also view the Bank Book by using these steps:
Step 1: Go to Display and click on Account Books.
Step 2: Select Cash / Bank Book and click on Single Column.
Step 3: Enter the bank name and start date and end date and can view the report.

To check your account balance in BUSY, you can follow these steps
1. Press the shortcut Alt+L to view the ledger report directly.
2. Alternatively, you can go to "Display,then "Account Books."
3. Choose "Account Ledger,followed by "Account-wise."
4. Select "Standard."
5. Pick one or selected account.
6. Specify the required account name.
6. Set the date range.
7. Click "OKto view the report.
8. In this report, you can see the opening, closing, and all necessary information.