Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I made a purchase return entry but it is not reflecting correctly. What could be the reason?
To fix issues with your purchase return entry in BUSY:
1:Enable Posting:In the administration menu, go to Configuration under Features and enable posting in accounts through sales return and purchase return. Save changes.
2:Adjust purchase Voucher:Open the Purchase return voucher in modify mode.
3:Tag original purchase voucher details and adjust the bill reference with the original purchase voucher.
4:Check purchase return Register:Navigate to display, click on Account Books, and select purchase return Register.
5:Choose all sale types and parties, fill in the period, and click Ok.
6:Verify User Rights:Ensure the user has sufficient rights to view purchase return data.
7:Approve Pending Vouchers:If there are pending vouchers for approval, approve them. The entry should reflect automatically.
8:Check Date Range:Confirm you are checking data in the correct date range.
Following these steps will help address issues with the accurate reflection of purchase return entries in BUSY.
I want sales data for all accounts together. How can I view aggregated sales data?
To view aggregated sales data for all accounts together in BUSY, you can use the Sales Register / sale analysis option.
Please follow the below steps:
Step 1 : Go to Display menu
Step 2 : Click on Account Book / inventory books( with inventory details if you want to check sale report)
Step 3 : Account register standard / Inventory register standard
Step 4 : Click on Sale register
Step 5 : Open the Sales Register with all parties and select the desired date range, . This will display the sales data of all parties in one report.
Please follow the below steps for sales analysis:
Step 1 : Go to Display menu
Step 2 : Click on sale analysis
Step 3 : You can check party wise option or you can select any other option as per your requirement.
How can I look up invoice history for the last days?
To check the invoic history of last 5 days, please follow the below mentioned steps:
Step 1: Go to administration then configuration.
Step 2: Click on Feature & options then go to Inventory tab.
Step 3: Check the option of show last trasactions during sales and mention the number of days as 5.
Step 4: Click on save button and quit from there.
Step 5: Now you can check the invoice history during the entry of voucher.
Further if you want to check the report separately, can also refer the reports mention in below steps.
Step 1: Go to display menu then click on Account or inventry books.
Step 2: Click on day book and filter on date range in which you want to check.
Step 3: Enable or disable the options accordingly and now open the report s.
Step 4: It will take some time if have many vouchers, now check.
How do I customize reports to add additional columns or details?
To add additional columns in BUSY reports, you can follow these steps:
Step 1: Open your company then, the desired report that you want to add a column to.
Step 2: Click on Custom Column in 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 from the configuration tab under Administration.
How do I reconcile the ledger
BUSY has a "Ledger Reconciliationfeature that helps you to match your ledger entries with your books. You can use this feature to verify the accuracy and completeness of your accounting records. To use this feature can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration tab and click on configuration.
Step 2: Under Configurations, select Features / Options and then click on the Accounts tab. Here, you will find the Ledger Reconciliation option. Just click on the checkbox to turn it on.
Step 3: To open your ledger, press ALT+L and choose the account ledger that you want to reconcile.
Step 4: Enter the date range for the reconciliation and select Y for Enable Reconciliation.
Step 5: In the report, you can press F4 to reconcile each entry. You can also add remarks if needed.
What would be the reason behind the entries in the sales register being shown in red colour?
If the entries in the sales register being shown in red colour check the below steps:
Step 1: Go to Display >Account Books >Account Register (Standard ) >Sale register
Step 2: open the report after enabling show payment/receipt details , the entries whose payment/receipt are pending that will appear in red colour.
Remark - Above option is linked with the Bill by Bill Details feature.
Bill by Bill Details ( administration > configuration > features and option >account tab )
Through the Bill by Bill feature , a bill reference along with due date can be maintained for a single transaction that helps in tracking the due dates when the payment is due and also show reports for pending bills , cleared bills , due bills and so on.
Video link for Maintaining Bill by bill - Maintain Bill by Bill details in BUSY (Hindi)
How do I check which transporter was used for each voucher?
To check which transport is used in which voucher then you need to create a custom column
to view this report follow the steps to create custom report
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
How do I run reports in the accounting software
To run reports in the accounting software, you typically need to follow these steps:
1. Open the accounting software.
2. Look for a menu or tab labeled "Reportsor something similar.
3. Click on the "Reportsmenu or tab.
4. Select the type of report you want to run, such as profit and loss, balance sheet, or sales report.
5. Choose the specific parameters or filters for the report, such as the date range or specific accounts.
6. Click on the "Runor "Generatebutton to generate the report.
7. Wait for the software to process the report.
8. Once the report is generated, you can usually view it on the screen, print it, or save it as a file.
Please note that the exact steps may vary depending on the specific accounting software you are using. It's always a good idea to consult the software's user guide or help documentation for more detailed instructions.
How do I clear pending references in the sales order report?
By following the below mentioned steps, you may clear the pending references from sale order report.
Step 1: Go to display menu then click on Quotatio/order/challan processing report.
Step 2: Click on pending orders option then select sale orders either item wise or party wise.
Step 3: Select the party and item as per your prefrence like one or all.
Step 4: Enable or disable the option as per your requirement.
Step 5: A reprt will show as per the item or party then enter on the voucher which ypu want to clear.
Step 6: Place the cursor on the entry which you want to clear the press F4 for the clear.
Step 7: Now a window appeares. enetr the clearing date of the voucherwith the relevent details and remarks.
Step 8: Click on ok button to save. Now that entry will not show in pending sale order report.
How do I customize fields and column in reports?
You can add there required fields or column through the custom column option which is available in the standard and enterpise model.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and Click on Custom Column Option
Step 2: Mention the Format Name
Step 3: Click on Add New Column or Add New Row
For New Column :
Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need.
Step 2: Select the Field Value - Data Field
Step 3: Select the required Category - Account Master or Inventory Header
Step 4: Select the required field
For New Row :
Step 1: Enable the sub details option
Step 2: Mention the Show After and Column Field, For when should show and under Which Column.
Step 3: Select the Category, Column Name and Required Field.
For further customization you can contact to the channel partner.
