Frequently Asked Questions

Yes, you can check the sales report for single sales type in BUSY, follow the below steps:
Step 1: Go to display section then click on account book
Step 2: Choose the account register (standard) then click on sales register 
Step 3: Select one sales type, all party then specify sales type master with date range and open the report.

There are following ways for filtering and grouping Sales Register data which are mentioned below:
 Step 1: There is option of Summary, which you can use to group the available fields in the report and summarize data
 Step 2: There is option of filter, which we can use to apply filter on any particular field or formula based.

To check the total sales and purchases for the previous month in BUSY, follow these steps:
Step 1: Go to the Reports or display section and then choose account books
Step 2: Then account registers (standard) and select 'Sales Register' and 'Purchase Register' respectively. Set the date range for the previous month and the software will generate the required report.

Yes, you can view the daily transactions report by following these steps:
Step 1: Go to the Display menu.
Step 2: Click on Account Books and then select Day Book.
Step 3: Choose Cash Balance to Yes/No as per your requirement. Then, select the date and choose the fields you want to enable or disable. Finally, save your preferences and open.

To see bill vouchers of a specific party in BUSY, you need to follow these steps:
Step 1: Go to Display menu then go to Account Books.
Step 2: Select Account Registers (Standard) then can choose Sales Register, Purchase Registe, etc.
Step 3: Then, select One Party and enter the date range.
Step 4: You will see all vouchers of that party.

If you want to filter on payment cash in report. Follow these steps for filtering:
Step 1: Open the report, then press F7 or click on the upper side of the report.
Step 2: Set the filter on fields as Cash.
Step 3: In set the operator Take Having and in filter type Having (As it is) and click on filter.

For Trading history you can check sale purchase Report 
 For open Sale Report and purchase Report please follow these steps: 
 1. Go in Display 
 2. Then Go in Accounts book 
 3. Then Go in Account Register standard 
 4. Then Go in sale register and open Report and same as open purchase register Report

You can see the all month purchase data in the monthly report from below steps.
 Step 1: Click on Display
 Step 2: Then Account Books
 Step 3: Then Account Summary
 Step 4: Then Monthly Summary
 Step 5: Then vertical or horizontal as per your need and select the group of account as purchase and view the report.

You can export the required columns in excel from the below steps.
 Step 1: In the report, create the new format by click on custom column option.
 Step 2: Then untick the column field which is not required by you and save it.
 Step 3: Then open the same report with new format and then export it.

To get some missing details like payment mode in the exported file, you have to check the report that you have exported whether you will get the payment mode in that report or not, if not, then You can add custom column of payment mode through custom column option in account sale register and then export .