Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
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.
How do I change column size or formatting in BUSY reports
We can change column size by Dragging it and In Custom Column Option, we add it required Field in reports.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: 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 , Formula Based and SQL Query
Step 3: Select the Category and 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 More Customization as per your requirement can contact to Channel Partner.
How can I add custom columns in BUSY Reports?
To add custom columns in reports in BUSY, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columns" 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.
If you need any assistance you can reach out to us on our 24X7 helpline number: 8282828282 or 011 40964096. You can also email us your query at support@busy.in.
The account Ladger is showing both debits and credits balances for an account. How can I stop it from showing credits balances?
If account ledger is showing both debits and credits balance for an account, you can follow these steps to stop from showing credits balances:
Method 1: With the help of Custom Column
Step 1: Open the ledger of an account.
Step 2: Click on the custom column and create a new format for a new report.
Step 3: Hide the credit side column and save the configuration successfully.
Step 4: Now, you can view only debit balances of an account.
Method 2: With the help of Sorting
Step 1: Open the ledger of an account.
Step 2: Double-click on the debit side column, all debit balances figures will appear first.
Note: Custom column is a feature of the standard and enterprise models. It will not work in the basic model. You can upgrade the basic model to the standard and enterprise models.
I want to check the account balance but am unable to find the option. How can I view the balance?
If you want to check account balance then follow the given steps :
Step 1: Go to Display menu
Step 2: Click on Account books
Step 3: Then click on Account ledger option
Step 4: Then click on Account wise option
Step 5: Then click on standard option
Step 6: Then select particular account or all account as per your requirement
Step 7: Then Specify date range and click on Ok button
Step 8: Here you are check the balance of the account
Note : If you are having difficulty accessing this report, please verify that you are logged into the company using the sub-user login credentials. If yes, then it indicates that you do not have the necessary rights to access it.
The formatting of my report looks incorrect in BUSY. How can I adjust or reset the formatting?
If the formatting of report is incorrect in BUSY, you can adjust or reset through custom column option by follow these steps:
Step 1: Open the required report in BUSY.
Step 2: Click on Custom Column in the report’s header part.
Step 3: Create a Format Name and click on Add New Col.
Step 4: Now, add the custom columns as per requirement and save the format.
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.
