Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
Where to find registers in BUSY
If you want to see Account Registes in BUSY, you can follow these steps:
Step 1: Go to the Display menu and click on Account Books.
Step 2: Select Account Registers(Standard). Under that you can choose multiple registers such as Sales Register, Purchase Register, etc as needed.
If you want to see Inventory Registes in BUSY, you can follow these steps:
Step 1: Go to the Display menu and click on Inventory Books.
Step 2: Select Inventory Registers(Standard). Under that you can choose multiple registers such as Sales Register, Purchase Register, etc as needed.
BUSY also have an option of GST Registers, use these steps to access them.
Step 1: Go to the Display menu and click on GST Reports.
Step 2: Select GST Registers. Under that you can choose multiple registers such as Supply Outward Register, Supply Inward Register,etc as needed.
What is the process to add a custom column? Do I need to login as the main user?
It's not mandatory to log in with the superuser if the sub-user has the rights they can also add a custom column. If you want to add columns to a report, follow these steps:
Step 1: Open your report. On the upper side, you will find the options for custom columns.
Step 2: Click on custom column, then give a name in the format name field.
Step 3: Mention the heading Name, position, data type, alignment, and character.
Step 4: In the field value details, choose the data field.
Step 5: In the data field option, choose the category.
Step 6: Then choose the column you want in the report.
Step 7: If you do not want to see any predefined column, untick the column.
Step 8: Save the field and format.
Step 9: Now reopen the report with the format name that you created.
What should I do if some of my sales data seems to be missing in the reports?
If some sales data are missing in the report, then you can try these steps to resolve it:
Step 1: The transactions might be deleted. So if the transaction deleted then you need enter again.
Step 2: The transactions might be hidden. You can press ALT+F9 to unhide the transactions and see them in the report.
Step 3:The report has been opened with a different voucher series than the transactions. You can check the voucher series of your transactions and the report and make sure they match.
Step 4: The report has been opened with a different material center than the transactions.
Step 5: The report has been opened with a wrong date range. You can check the date range of your report and make sure it covers the period of your transactions.
How can i view sale report with billing and shipping details?
In BUSY, there is no default sales report with billing and shipping details. However you can add columns in sale list by using custom column feature. To know how to add custom columns follow the below steps:
Step 1: Open the sales report in which you want to add a column.
Step 2: Click on custom column option available in the report’s header part.
Step 3: Create a format name and click on add new column. 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 billing and shipping fields 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.
