Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
Locating options to check specific details or data in BUSY and where to find them?
If you are locating options to check specific details or data in BUSY then
you can follow the given steps
Step 1: Go the Display menu
Step 2: Here you can see the details related to ledger and Item
Step 3: To see the account related details select the account books and then
account register.
Step 4: To see the Item related details select the inventory books and then
inventories register.
Step 5: To see the account payable and account receivable then select outstandin analysis
Step 6: Further you can use search menu to locate the particular details in righ side of BUSY
dashboard
If still having any issue then you can contact us on our centerlized 24*7 helpline
number i.e. 8282828282 or 011-40964096.
You can also share your query on support@busy.in
I am unable to generate reports in BUSY. How can I resolve this issue?
To resolve the issue of being unable to generate reports in BUSY, you can try the following steps:
1. Check if you have the necessary permissions to generate reports. Ensure that your user account has the appropriate access rights.
2. Verify that you have selected the correct report type and parameters. Make sure you have chosen the desired date range, filters, and other relevant options.
3. Ensure that you have entered all the required data accurately. Double-check if any mandatory fields are left blank or contain incorrect information.
4. Restart the software and try generating the reports again. Sometimes, a simple restart can resolve temporary glitches or errors.
5. If the issue persists, contact BUSY customer support for further assistance. They will be able to provide specific troubleshooting steps based on your situation.
How do I customize and generate reports for selected parties/accounts only in BUSY?
To customize and generate reports for selected parties/accounts only in BUSY, you can follow these steps:
1. Open BUSY and go to the Reports section.
2. Select the type of report you want to generate, such as sales report or purchase report.
3. Look for the option to filter or customize the report. This may vary depending on the specific report you are generating.
4. In the filter or customization options, you should find an option to select specific parties or accounts.
5. Choose the parties or accounts you want to include in the report.
6. Customize any other settings or parameters as needed.
7. Generate the report and it will only include data for the selected parties/accounts.
Please note that the exact steps may vary slightly depending on the version of BUSY you are using.
