Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account books
I'm getting an error when I try to pull up data from a certain month. How can I troubleshoot date range issues?
If you are getting an error while opening report from a certain month please follow given below steps:
Step 1: Open the report in a short date range and try to find the issue
Step 2: If you find the issue solve it accordingly
Step 3: If you are facing same issue then you need to do some troubleshoots
Step 4: To do troubleshoot go to house-keeping menu
Step 5: Check incomplete vouchers,junk characters and run reindex databases
Step 6: Make sure you are using latest version of BUSY software
Step 7: If your data size is heavy may be its taking time to open so we recommend to open data between a specific date range
Step 8: If still issue not resolved reinstall your BUSY software
Note: Before doing any troubleshoot take the latest backup of your data
Is there any option for reconciling customer ledger from our records.
s : Ledger reconciliation is the process to cross verify the party's data report with the data maintained in our books. Purpose of ledger reconciliation is to find the discrepancies if present and take required steps for correction.
To reconcile customer ledger from our records follow the below steps:
Step 1: Go in administration > Configuration > Features and option > Accounts tab > Enable Ledger reconciliation feature.
Step 2: Open party ledger from display > account books > account ledger or Press ALT+L (Shortcut to open account ledger)
Step 3: Press Y to Enable ledger reconciliation and open the report.
Step 4: Press F4 key to reconcile each entry.
Remark - Ledger report with Ledger reconciliation feature will not open if the details to be shown are either Full vouchers or All other accounts.
How do I reconcile accounts in BUSY
To reconcile accounts in BUSY, follow these steps:
Step 1: Open BUSY and go to the "Administrationsection.
then click on configuration, then select 'features/Options', then click on Accounts option & search for 'Ledger Reconciliation' by pressing 'F3' Key & tick on that option to enable it & save this information.
Step 2: Then Press 'Alt + L' Key to open account ledger report.
Step 3: Select Account which you want to reconcile, then choose the date range
Step 4: Click on 'Enable Reconciliation' option & set as 'Y', then select 'Enteries to be shwon' option as 'Y', Choose any one option Like 'All' & press 'Ok' to open that Report.
Step 5: Select appropriate entries for reconciliation and then press 'F4' Key to reconcile that entry, select option as 'Y' & mentioned desire remark if require.
What reporting options does BUSY have?
BUSY provides a variety of accounting reports to help you manage your business finances effectively. Some of the reports are:
1. Financial Reports: These include Balance Sheet, Profit & Loss Account, Trial Balance, etc.
2. Account Books: These include Account Ledger, Sales Register, Purchase Register, etc.
3. GST Reports: These include GSTR-1, GSTR-2, GSTR-3B, GSTR-4, GSTR-9, etc. These reports help you to comply with the GST laws and regulations in India.
4. Outstanding Analysis Reports: These include Bills Receivables, Bills Payables, Aeging Reports, etc. These reports help you to manage your cash flow and credit control.
5. MIS Reports: These include Profitability Report, Cash Flow, Fund Flow, Ratio Analysis, Multi Company Results, etc. These reports help you to measure and compare the performance of different segments of your business.
I need help reconciling discrepancies in my account balances in BUSY. What troubleshooting steps can I perform?
To reconcile discrepancies in your account balances in BUSY, you can perform the following troubleshooting steps:
Step 1 : Verify Opening and Closing Balances: Cross-check the opening and closing balances in your accounts with the actual balances outside the software.
Step 2 : Check Data Entry Errors: Review your data entry for any mistakes or incorrect entries that may be causing the discrepancies.
Step 3 : Match Invoices and Payments: Ensure that invoices and payments are accurately recorded and matched in the software.
Step 4 : Reconcile Bank Statements: Compare your bank statements with the transactions recorded in BUSY to identify any discrepancies.
Step 5 : Review Transaction Dates: Check if the dates of your transactions are correctly entered and match the actual transaction dates.
Why don't I see an option to filter or view cash transactions separately in BUSY sales reports?
To see Cash Sales you need to follow some steps:
Step 1: Click on Display and then click Accounts Book.
Step 2: Now click on Accounts ledger and then click on Account wise option.
Step 3: Now click on standard option and then click One Account .
Step 4: Now enter cash ledger name in account name field and specify period and enable other option as per requirement in reports.
Step 5: Now click on Ok option after open ledger you can click on Filter option.
Step 6:Now specify Type in filter on field.
Step 4: Now specify operator as Having and then specify value as sale and filter type and click on filter option .with this filter option you can see only sale voucher with cash.
I want to reconcile my ledger balance reports with actual data. What process should I follow to do this?
To reconcile your laser balance reports with actual data, you can follow these steps in BUSY:
1. Verify Opening Balances: Cross-check the opening balances shown in the laser balance reports with the actual opening balances outside the software.
2. Identify Discrepancies: Compare the account balances shown in the software with the actual account balances. Identify any discrepancies or differences.
3. Investigate Transactions: Review the transactions recorded in BUSY for any errors or missing entries that may be causing the discrepancies.
4. Make Adjustments: Correct any errors or missing entries in BUSY to align the software balances with the actual data.
5. Reconcile Closing Balances: Once the adjustments are made, verify that the closing balances in the laser balance reports match the actual closing balances.
I am trying to tally my total annual cash sales in BUSY. Which reports or features should I use?
To see Cash Sales you need to follow some steps:
Step 1: Click on Display and then click Accounts Book.
Step 2: Now click on Accounts ledger and then click on Account wise option.
Step 3: Now click on standard option and then click One Account .
Step 4: Now enter cash ledger name in account name field and specify period and enable other option as per requirement in reports.
Step 5: Now click on Ok option after open ledger you can click on Filter option.
Step 6:Now specify Type in filter on field.
Step 4: Now specify operator as Having and then specify value as sale and filter type and click on filter option .with this filter option you can see only sale voucher with cash.
Why am I unable to see certain details or reports in BUSY that I need for my work?
If you are unable to see certain details or reports in BUSY that you need for your work
then please follow the given steps
Step 1: Make sure you have enabled the feature that you require for your work.
Step 2: You can see the features by following below steps.
Step 3: Go to the adminstration
Step 4: Then configuration you can check various features here further for more
Step 5: You can check in the feature option
Step 6: You can check here in different option available.
Step 7: For report you can go to display menu.
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
Can I make changes to the standard vendor list format or do I need to make a new custom format?
Cannot Make Changes to the Standard Format You can add Custom column in Report If you want to add Custom columns, 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 & save.
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.
