Frequently Asked Questions

There are no specific reports in the given context to analyse transporter usage over time 
but you can use custom column report to analyze it follow the steps to show transport details 
in the sale list 
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

To customization reports in BUSY you can follow the steps 
1 Go to display menu and select the reports you want to customize 
2 Open the report with particular date range 
3 Click on the Custom colum option to generate any custom field as per your 
requirement 
4 Fill a custom format name and click on add column 
5 fill the header field and select the position where the custom column need to 
generate select type as text select the lenght of field and its alignment 
6 select the data field option and on category option choose the source the path 
from where you want to pick the report 
7 click on field then choose the particular field searching from alphabetical option 
then save field and save format 
8 now open the same report with same process and select the new custom format 
to view your customize report

To reconcile your accounts when the balances don't match your records, you can follow these steps:
 Step 1 : Review your transactions: Check all the transactions recorded in your accounts, including deposits, withdrawals, and any adjustments made.
 Step 2 : Verify opening and closing balances: Ensure that the opening and closing balances in your records are accurate and match the actual amounts.
 Step 3 : Check for data entry errors: Look for any mistakes in entering transaction amounts, dates, or account numbers. Correct any errors you find.
 Step 4 : Match transactions: Compare your bank or financial institution statements with your records to identify any missing or duplicate transactions. Make sure all transactions are accounted for.
 Step 5 : Reconcile discrepancies: If you find any discrepancies, investigate the cause and make the necessary adjustments to bring your balances in line with your records.

To customize or edit the existing report you can use custom column feature but you need 
to ensure that you are using standard or enterprise model and your user ID have the permission 
to edit custom column 
To add custom column in existing report you need to follow the steps 
1 open the existing report and click on custom column 
2 type a new name for the report then click on add column and fill a header name then set the 
position of column and type as text 
3 then select data field and click on category and select the options from where the data will pick 
then click on field and select the option and field from the list which you want to add as a custom column 
4 save the field and save the format 
5 then open the same report with new format name

To reconcile a bank statement in BUSY, follow these steps:
 Step 1 : Go to the "Banking" option in BUSY from accounts.
 Step 2 : Select the bank account you want to reconcile.
 Step 3 : Click on the "Reconciliation" option.
 Step 4 : Enter the statement date and closing balance from your bank statement.
 Step 5 : Review the list of transactions in BUSY and compare them with your bank statement.
 Step 6 : Mark the transactions that match by checking the box next to them.
 Step 7 : If there are any discrepancies, investigate and correct them.
 Step 8 : Once all transactions are matched or corrected, click on the "Reconcile" button.
 Step 9 : Verify that the closing balance in BUSY matches the closing balance on your bank statement.
 Step 10 : Save the reconciliation and generate a reconciliation report for your records.

To add a custom column in sale register follow the steps 
1 go to display menu and click on account books then click to account register standard 
2 then click to sale register 
3 then select all sale type all party select the date range and enable bifurcation of amount and ok 
4 then click on custom column 
5 type a new name for the report then click on add column and fill a header name then set the 
position of column and type as text 
6 then select data field and click on category and select the options from where the data will pick 
then click on field and select the option and field from the list which you want to add as a custom column 
7 save the field and save the format 
8 then open the same report with new format name

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.

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.

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.

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.