Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account summary
What's the process for downloading reports from BUSY?
There is no downloading option is available in the BUSY software. From BUSY, we can export it report from Display menu.Here we can check any report related to financial, accounting and inventory with multiple filteration option.
Pls follow the below steps :
Step 1: Go to the Display menu
Step 2: Open the required reports with the date range or monthly
Step 3: Click on export option then can export it in the formats which are Excel, Google Sheet, CSV,PDF,HTML, Text File Delimited and Fixed Width.
What charts of accounts and templates come pre-loaded in BUSY?
To open the charts of accounts and templates pre loaded in BUSY you need to follow the steps
1 go to display menu and click on account Books where you will get account ledger option
cash or bank book option multiple account register option party day book and account activity
report option
2 Click on account summary to get the following report or templates
daily balance daily summary monthly summary consolidated summary minimum or maximum ledger
balance pdc details settlement summary report account ledger comparison etc
I imported last year's data but am still unable to compare month-to-month revenue year-over-year in BUSY. What am I missing?
If you want compare month to month revenue year over year then please follow
the given steps
Step 1: Make sure you have previous financial year in company.
Step 2: Go to display menu then account summary
Step 3: Then monthly summary then vertical then account then one account
Step 4: Then select one account then enter account name then compare values
with last year set number of year you want to comapre with then select
month from to to then ok.
How can I create a shortcut command to quickly access the consolidated account summary report
If you want to create a shorcut to access the consolidated account summary report in BUSY, you can follow these steps:
Step 1: Go to Display and click on Account Summary.
Step 2: Select Consolidated Summary and choose either Account - wise or Account Group - wise.
Step 3: After select click on the button available called "Create Shortcutat the bottom.
Step 4: Next, you can create a shortcut key combination, but make sure that key is not used previously, you have to create a unique one and save.
How do I categorize transactions and run reports by category?
You can categorize transactions entries based on accounting and inventory principles. If you're not familiar with accounting in BUSY, consider joining our free weekly live training sessions to enhance your knowledge. Additionally, you can explore BUSY on YouTube. For more details about joining the BUSY training program, please contact us at trainings@busy.in.
Reports for the transactions you enter can be automatically generated in the backend. These reports are accessible under the 'Display' menu.
For further queries, feel free to contact the centralized BUSY 24x7 support number: 8282828282.
How to troubleshoot when unable to generate reports in BUSY?
When required reports are not showing in the display menu.
Pls follow the below steps :
Step 1: Make sure that you have user rights to view the report.
Step 2: Check if you have applied any filer or summary in the report.
Step 3: Make sure that the report which you want should be in your license BUSY model.
According to the BUSY Model, There are some features which reports are available in Standard and Enterprise Model but not in the Basic Model.
I want to show a detailed breakup of the credit card payments received from customers. How can I generate this report in the software?
If you added the credit card as a payment method in the settlement details during voucher entry in BUSY, then you can check settlement details report by using these steps:
Step 1: Go to Display menu and click on Account Summary.
Step 2: Select Settlement Details then One Settlement Mode.
Step 3: Now, select the voucher type and select the settlement mode which you have set for credit card then enter the date range.
This report will show the amount received through credit cards.
Where can I find missing options like report generation in BUSY?
In BUSY, There is a Display menu for the reports. From here we can check any report related to financial, accounting and inventory with multiple filteration option.
If some reports are missing then pls follow the below steps :
Step 1: Make sure that the company is open from the super user as for sub user have not given rights to view the report.
Step 2: If still issue presists, then contact on customer support 24x7 on 8282828282 or email at support@busy.in
How to view sales summary in BUSY?
If you want to see sales summary in BUSY, you can follow these steps:
Step 1: Go to Display and click on Account Summary.
Step 2: Choose Monthly Summary and select either Vertical or Horizontal, depending on how you want to see the data.
Step 3: Choose One Account or Group of Accounts and enter the sales account.
Step 4: Specify the starting and ending month and view the report. This will show you the consolidated sales for each month.
Where is sales summary option in BUSY
If you want to see sales summary in BUSY, you can follow these steps:
Step 1: Go to Display and click on Account Summary.
Step 2: Choose Monthly Summary and select either Vertical or Horizontal, depending on how you want to see the data.
Step 3: Choose One Account or Group of Accounts and enter the sales account.
Step 4: Specify the starting and ending month and view the report. This will show you the consolidated sales for each month.
