Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I want to export a detailed transaction list from BUSY to Excel but I don't see an export option. Is there a way to export transactions to Excel?
Yes, there is a way to export transactions to excel, you need to follow the below steps:
Step 1: Go to Display, then select Account Books, and choose Account Registers (Standard).
Step 2: In the register list, you'll find options for various transaction types, such as sale, purchase, sales return, purchase return, receipt, payment, journal, contra, debit, and credit notes.
Step 3: Select the specific register for the type of transaction you want to export.
Step 4: Choose whether you want to see all sales types or a specific sales type in the sales register.
Step 5: Select the party account for one account, a group of accounts, all accounts, or selected accounts.
Step 6: Specify the date range and other relevant information, then click OK or press the F2 key to generate the report.
Step 7: Step 1: Within the report, locate the transaction details list.
Step 8: At the top of the report, you'll find an export option. Click on it.
Step 9: Select the desired export data path and click OK to export the transaction report in Excel.
By following these steps, you can easily export your transactions to an Excel file in BUSY.
Why are some transactions missing in reports?
There are several possible reasons why some transactions are missing in the report. Some of the common reasons are:
1. The transactions have been deleted. You can check the Deleted Vouchers from the audit trail report to see if any transactions have been deleted by mistake.
2. The transactions have been hidden. You can press ALT+F9 to unhide the transactions and see them in the report.
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.
4. The report has been opened with a different material center than the transactions.
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.
There may be other reasons depending on the situation. If you still cannot find your missing transactions, you can contact us for further assistance on our 24X7 helpline number: 8282828282 or 011 40964096. Alternatively, you can email us your query at support@busy.in.
I need to add Custom fields like Quantity and Rate to the standard reports in BUSY. What is the process for adding user-defined columns in BUSY reports?
If you want quantity and rate fields in reports,you can open and then add custom column for quantity and rate fields as available by selecting coloumn number and heading in custom coloumns and also you must have stanrard or enterprise model to add custom column and user right to add columns in reports.
When you will open report,On top right select custom columns,then follow these steps
Step 1 add format name for custom column and then add new columns
Step 2 Mention heading for columns like quantuty or rate,then position,data type,alighnment and amount details if data type is numeric
Step 3 Now in data field,select category like master,or accounting or inventory voucher header or body and then click on fields and fields for data will be loaded
Step 4 Now select quantity or rate fields from the list and then save the changes
Step 5 Now again open report,select format name you have added and then date range and then load report
Step 6 Now you can check column quantity and rates will be shown in report
How do I edit or customize reports in the software
BUSY has a built-in feature for adding columns in reports. You can use the Custom Column option to create and customize your own columns.
To add custom columns in reports, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin 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.
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.
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.
How do I create customized profitability report in BUSY
BUSY has a built-in feature for adding columns in reports. You can use the Custom Column option to create and customize your own columns.
To add custom columns in reports, you can follow these steps:
Step 1: Open the desired report that you want to add a column to.
Step 2: Click on "Custom Columnsin 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.
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.
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.
How can I generate sales reports with multiple filters in BUSY?
In BUSY, you can generate sales reports with multiple filters to refine and customize the data you want to view. Generating sales reports with filters allows you to analyze your sales data more effectively.
Step 1 :Open BUSY and navigate to the Display menu .
Step 2 :Choose the type of sales report you want to generate. Common options include "Sales Register," "Sales Summary," "Sales by Customer," "Sales by Product," and Sales Analysis.
Step 3 :Apply Filters:
Look for options to apply filters to your report. Filters allow you to narrow down the data based on specific criteria. Common filters may include:
Date Range: Specify a date range for the report, such as a specific month, quarter, or year.
Customer: Filter by customer name or customer category to view sales data for a particular customer or group of customers.
Product/Item: Filter by product or item name or category to focus on sales of specific items.
Salesperson: If applicable, filter by salesperson to see sales data for individual team members.
Location/Branch: If your business has multiple locations or branches, filter by location to isolate sales data for a particular branch.
What steps do I need to take to add a party name column in the sales summary report in BUSY?
There is no need to add party name column in Sales register as its already given as Particulars and if it's not available then you can follow the below steps:
Step 1: Go to Display, then Account Books.
Step 2: Under Account Books books option Click on Account Registers Standard
Step 3: Then click on Sales register option, then Select all parties and date range.
Step 4: After opening report, Click on Custom Columns at right corner.
Step 5: Add a new custom column format by giving any name.
Step 6: Then Click on Add new Col. then provide heading name of the column.
Step 7: Then Select Position, Data Type as Text, Alignment and Number of characters.
Step 8: Then Select the Field Value Details as Data Field and in that have to Select Category as Inventory Voucher Header.
Step 9: Further have to Click on Field and Choose PARTY NAME field.
Step 10: Then Click on Save field and Save format and then reopen the sales report with New custom column format and you will get the party name column.
Is there a way to customize columns in sales summary reports in BUSY to include party names?
There is no need to customize party name column in Sales register as its already given as Particulars and if it's not available then you can follow the below steps:
Step 1: Go to Display, then Account Books.
Step 2: Under Account Books books option Click on Account Registers Standard
Step 3: Then click on Sales register option, then Select all parties and date range.
Step 4: After opening report, Click on Custom Columns at right corner.
Step 5: Add a new custom column format by giving any name.
Step 6: Then Click on Add new Col. then provide heading name of the column.
Step 7: Then Select Position, Data Type as Text, Alignment and Number of characters.
Step 8: Then Select the Field Value Details as Data Field and in that have to Select Category as Inventory Voucher Header.
Step 9: Further have to Click on Field and Choose PARTY NAME field.
Step 10: Then Click on Save field and Save format and then reopen the sales report with New custom column format and you will get the party name column.
How do I generate sales reports and customize my dashboard in BUSY?
If you want to generate sales report in BUSY, you can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Display tab and click on Account Books.
Step 2: Select Account Registers(Standard) and choose Sales Register, You can filter the report by All Sale Type or One Sale Type.
Step 3: Enter the date range and open the report and can view your sales data.
You can also view other sales report such as Sales Analysis Inventory Sales Register etc to analys your data under the display menu.
To configure User Dash Board can follow these steps:
Step 1: Open BUSY and select the company you want to work with. Then, go to the Administration menu and click on Configuration.
Step 2: Select "User Dash Board Configuration" and choose your User Name for which you want to configure it.
Step 3: Next, you need to enable or disable the specific details that you want to see on your dashboard when you log in to your company. You can do this by setting Y or N for each option.
How to generate detailed reports from BUSY?
To generate detailed reports from BUSY, you can follow these steps:
1. Open BUSY software on your computer.
2. Navigate to the section or module from which you want to generate a report.
3. Look for an option or button that says "Reports" or something similar.
4. Click on the "Reports" option to access the report generation menu.
5. Select the type of report you want to generate, such as sales report, inventory report, or financial report.
6. Customize the report parameters, if applicable, such as date range, specific data fields, or filters.
7. Once you have set the desired parameters, click on the "Generate" or "Run" button to generate the report.
8. The report will be generated and displayed on your screen.
9. You can then save the report in a desired format, such as PDF or Excel, or print it for further analysis or distribution.
Please note that the specific steps may vary depending on the version and configuration of the BUSY software you are using. It is recommended to refer to the software's user manual or contact BUSY support for detailed instructions tailored to your specific setup.
