Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
How do I filter cash receipts from bank receipts in the receipts list of 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.
Why are old cleared sales order still showing in pending when entering new sale ?
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
How do I generate a sales report in BUSY for a date range
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.
what is the process to view previous period or months GST invoices in BUSY ?
view previous period or months GST invoices in BUSY follow the below steps
step 1: go to the account books under display menue
step 2: then open account sales & purchase registers
step 3: Once inside the sales and purchase registers, set the parameters to generate the specific report you need like start & end date , amount bifurcation & other relevent options & open report
How do I search for a specific voucher number in the ledger in BUSY?
If you want to search for the specific voucher number in the ledger then follow the below steps.
Step 1: Open the ledger
Step 2: Click on search option or can press shortcut key F3
Step 3: Then mention the voucher number in search field
Step 4: Select the voucher number in Search IN option
Step 5: Then click on search after that voucher number will show.
How can I check enter narrations in account report without party name.
If you want to check entered narration in account report but not want to show party name along with it , so you can create custom column for report by following ways:
1: After openning then report go to custom column, enter format name.
2: Uncheck account name field, and add new column with narration name and specify field in it.
3: save format and reload report with new created format.
Where can I find the sales register in BUSY?
To view sales 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.
Step 3: You can filter the report by All Parties, Group of Parties, One Party, Selected Parties.
Step 4: Enter the date range that you want to filter the report by and can view the report.
How do I enter purchase amount in BUSY
To enter a purchase amount in BUSY, you can follow these steps:
1. Open the BUSY software on your computer.
2. Go to the "Purchaseor "Purchase Entrysection.
3. Select the vendor or supplier from whom you made the purchase.
4. Enter the details of the purchase, such as the item name, quantity, and rate.
5. Input the purchase amount in the designated field.
6. Save or submit the purchase entry.
I am unable to remove certain default columns like Document Number when modifying my custom report format. How can I delete default columns I don't want?
In case of default columns in report you cannot delete it but you can remove it or hide it by following these steps:
Step 1: Open the report
Step 2: Then click on custom column
Step 3: Then specify format name
Step 4: Afterwards untick the field id of that column that you dont want in report
Step 5: Save the changes and save the format
The party ledger I created shows the wrong company data when I enter it in BUSY. What should I do?
If the ledger shows data from another company, you can check this by examining the Item Master. Verify if you have tagged this account in the item master as a Sales account or Purchase account. When you enter any voucher, its amount will be reflected in that ledger. Similarly, if you tag that account in Bill Sundry, the amount will also be affected. Therefore, check all these taggings.