Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account summary
What steps should I follow to add text to the header and footer of my reports in BUSY?
The Following Steps should be follow to add text to the header and footer in BUSY
Columnar reports.
Step 1. Go to Administration menu then click on Configuration option.
Step 2. Then click on Columnar Reports and click on Account registers.
Step 3. Now select the report type as Sale...
I cannot find the options for generating reports in BUSY. Where are the reporting features located?
here is a step-by-step guide on how to generate various reports in BUSY:
Step 1 :Start by opening the BUSY on your computer.
Step 2 :Enter your login credentials to access the software.
Step 3 :Look for the "Reports" or "Financial Reports" tab in the main menu.
Step 4 :Choose the type of report you want to generate. For example, you can select "Profit & Loss Statement," "Balance Sheet," "Cash Flow Statement," "Sales Report," "Purchase Report," "Inventory Report," "Customer Statement," or "Vendor Statement," depending on your needs.
Step 5 :After selecting a report type, you will typically need to set reporting parameters. These parameters may include the date range for the report, specific accounts or items to include, and any other relevant filters.
Step 6 :Once you have configured the reporting parameters, click on the "Generate" or "Run" button.
Step 7 : If you want to save or share the report, look for options to export it in different formats such as PDF, Excel, or CSV.
You have successfully generated various reports in BUSY to track your business's performance. Repeat these steps whenever you need to access up-to-date financial and performance information for your company.
Generating various reports from data in BUSY and understanding the process.
here is a step-by-step guide on how to generate various reports in BUSY:
Step 1 :Start by opening the BUSY on your computer.
Step 2 :Enter your login credentials to access the software.
Step 3 :Look for the "Reports" or "Financial Reports" tab in the main menu.
Step 4 :Choose the type of report you want to generate. For example, you can select "Profit & Loss Statement," "Balance Sheet," "Cash Flow Statement," "Sales Report," "Purchase Report," "Inventory Report," "Customer Statement," or "Vendor Statement," depending on your needs.
Step 5 :After selecting a report type, you will typically need to set reporting parameters. These parameters may include the date range for the report, specific accounts or items to include, and any other relevant filters.
Step 6 :Once you have configured the reporting parameters, click on the "Generate" or "Run" button.
Step 7 : If you want to save or share the report, look for options to export it in different formats such as PDF, Excel, or CSV.
You have successfully generated various reports in BUSY to track your business's performance. Repeat these steps whenever you need to access up-to-date financial and performance information for your company.
How can I customize the fields that show in my reports 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.
The dashboard is not showing me today's cash balance by default. How can I set it to show today's balance?
The dashboard in BUSY will display the cash balance up to the date of the last transaction recorded in the cash ledger, and it won't automatically show today's cash balance by default.for configuration follow the following Steps: Step 1: Go to Administration Menu
Step 2: Click on Configuration option
Step 3: Click on User Dash Board configuration option
Step 4: The User Dashboard Configuration window will appear. Select the username for which you want to configure the dashboard.
Step 5: Do Yes to Cash Balances & Sale Till date option to be show on User Dash Board and Click Save to apply the configuration. Step 6: Re-login with the same user to view the updated dashboard. Step 7: After re-logging in with the same user, a pop-up window for "My Dashboard" will appear in BUSY. Select the desired date to generate and display the report or view the cash balance up to that specific date.
I want to add narrations/remarks column in the purchase registers. How can I do this configuration?
The narration which you have mentioned in the purchase voucher then can add the narration column in the purchase report through the custom column option.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and 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
Step 3: Select the required Category from which you want to select the field
Step 4: Select the required field of that category
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.
The register format I created is not pulling some required fields like GRN no. What should I do to get those details in the register output?
If you want to add the GR RR number field in the report then you can add it through custom column.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and 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
Step 3: Select the required Category from which you want to select the field
Step 4: Select the required field of that category
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.
How can I customize purchase reports to show the vendor's name rather than the vendor code?
Yes,You can customize the purchase report to show in the vendor name instaed of vendor code.
When you open the purchase report there you will get the option account to be shown by - Name instead of alias.
We can also add it through custom column if account name is not showing in the purchase report.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and 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
Step 3: Select the Category - Account Master or Inventory Header
Step 4: Select the field of Account name
I am unable to generate reports with all the required fields like GR/RR numbers. How can I include additional fields in my reports?
If you want to add the additional field in the report then you can add it through custom column.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and 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
Step 3: Select the Category - Account Master or Inventory Header
Step 4: Select the 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.
I want to add or remove fields in an existing BUSY report template. How can I customize reports?
You can customize the sales report through custom column.
Pls Follow the Below Steps for Custom Column in Reports:
Step 1: Open the required report and 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
Step 3: Select the Category - Account Master or Inventory Header
Step 4: Select the 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.
