Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
I am having issues with incorrect balances showing in BUSY. What could be causing this and how can it be fixed?
Having issue with incorrect balance showing in BUSY could be
generate by different cause to solve this problem follow the steps
Step1 Incorrect banace can be generated due to incorrect
ledger adjustment or entry so ensure that all the voucher entered
in BUSY are correct
Step2 due to inproper ledger tagging and bill sundry master tagging
also the cause of showing missmatch in balances so ensure that
all bill sundry master are tagged properly
Step3 If balance showing different in outside of report and inside of Report
go to house keeping menu and run update master balance
Step4 Check the opening trial of current year and closing trial of previous
year if not matched the data then go to previous year and run update master
balance from house keeping and run Carry forward data to next year from change
financial year option
I am unable to generate financial statements or reports. It shows an error message. How can I fix this?
If you are unable to generate financial statements or reports in BUSY and receive an error message, there are a few steps you can take to try and fix the issue:
1. Check your report filters: Make sure you have selected the correct time period and filters for the report you are trying to generate. Incorrect filters can cause errors.
2. Update your software: Ensure that you are using the latest version of BUSY. Sometimes, updating the software can resolve compatibility issues and fix errors.
3. Restart the software: Close BUSY and reopen it. Sometimes, a simple restart can resolve temporary glitches or errors.
4. Contact customer support: If the issue persists, it is recommended to reach out to BUSY's customer support team. They can provide specific troubleshooting steps or further assistance to resolve the error.
I want to know if there is any difference in quantities of entries from my side versus the other party side. How can I compare quantities?
You can check or reconcile ledger of the parties and here are the steps :
Step 1: Go to Administration menu
Step 2: Click on configuration
Step 3: Then click on Feature and option
Step 4: Then click on Accounts option
Step 5: Then enable ledger reconcilation option as Y
Step 6: Then click on Ok button and save the configuration
Step 7: Then go to display menu
Step 8: Then click on account books option
Step 9: Then click on Account ledger option
Step 10: Then select one party and enable ledger reconcilation option as Y
Step 11: Then click on Ok button
Step 12: here you are check the entries and update the status by pressing F4 key that the entries are matches or not
Troubleshoot error in generating billing statements.
To troubleshoot errors in generating billing statements in BUSY, you can try the following steps:
Step 1 : Check if all the required information, such as customer details and billing address, is entered correctly.
Step 2 : Verify that the billing statement template is set up correctly and all necessary fields are included.
Step 3 : Ensure that there are no missing or incorrect data entries in the billing statement.
Step 4 : Check if there are any specific error messages or codes provided by the software and refer to the BUSY documentation or contact customer support for assistance in resolving the specific error.
Step 5 : If the issue persists, try generating the billing statement for a different customer or using a different template to identify if the problem is specific to a particular customer or template.
