Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account summary
I need to customize the default sales report template in BUSY. How can I do this?
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.
Can I add custom fields or data to transactions in BUSY?
Yes, You can add the custom column in the required 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 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 check the payment done through PayTM transactions?
For checking transaction done through transaction, please follow below mentioned steps:
Step 1: Go to administration tab.
Step 2:Click on configuration tab.
Step 3: Click on voucher series configuration, select voucher type and then series.
Step 4: Click on voucher configuration and enable settlement details in voucher.
Step 5: Click on configure option and specify the mode of settlement such as cash, paytm, bank etc. and save.
Step 6: Post sale voucher and at time of saving voucher, specify the mode of transaction in it.
Step 7: For report, go to display menu and click on account summary.
Step 8: Select settlement summary mode as paytm and specify the date range in it.
Why are certain transactions not appearing in reports in BUSY?
When some transaction are not showing in the reports,then pls check the below steps :
Step 1: Make sure that the accounts which is used the in the voucher is properly tag in the correct account group. As according to the account group, its shows in the reports.
Step 2: Open that transaction and resave it as sometimes get refresh and shows in the reports.
Step 4: Check the approval rights, if voucher is unapproved then will not reflect it.
Step 3: If the voucher entries are correct but still showing then after data backup, run the dual voucher option from housekeeping.
Why is the payment receipt date not capturing in BUSY reports? How can I view or update the payment receipt date?
To update payment & receipt date not showing in BUSY. first you need to check payment and receipt voucher date. To generate Payment & Receipt Register follow the following steps:
Step 1: Go to Display Menu
Step 2: Click on Account Register option
Step 3: Under Account Register option click on Choose Payment Register or Receipt Register Report option.
Step 4: For example, selected Payment Register.
Step 5: In the Payment Register window, choose the date range and other required options.
Step 6: click on ok to generate report
Step 7: After generating the Payment Register report, on the screen, the first column will display the payment date.
How do I generate quarterly sales reports in BUSY
You can generate sales report on quarterly or date range based, please follow the given steps
Step 1 Go on display menu
Step 2 Click on account book
Step 3 Click on account register standard
Step 4 Click on sale register and during open the report mention here date range
If you want to generate sales analysis on quarterly basis, please follow the given steps
Step 1 Go on display menu
Step 2 Click on sales analysis
Step 3 Select here on which basis you need to generate report
Step 4 Click on Standard quarterly and open the report
I am unable to generate consolidated reports for my sales group. The system is showing data for individual accounts instead. How can I generate consolidated reports?
Yes you can generate consolidated reports group wise - follow the following Steps: Step 1: Go to Display Menu and click on Account Summary option
Step 2: Under Consolidated Summary: click on account Group-wise report option
Step 3: Select All Groups to check the consolidated summary or choose Group of Groups for a specific selection.
step 4: For Example: Choose Group of Group option.
step 5: A pop-up window will appear; select the group name you want to generate a consolidated summary for, such as the sale group.
Step 6: Select date range and other required option.
Step 7: Click On OK.
I am unable to see the cash, UPI and bank receipts separately in one report. How can I view them together?
To view cash, UPI, and bank receipts together in one report follow the following Steps:
Step 1: Go to Display Menu
Step 2: Click on Account Summary option
Step 3: Under Account Summary option click on Settlement Summary Report
Step 4: Select Settlement Summary to be generated choose series -wise or user- wise.
Step 5: For exmaple selected Series-wise.
Step 6: An on window of of Settlement summary select required option with date range.
Step 7: Click OK to generate the report.
Step 8: View the report displaying Total Bills, Total Bill Amount, CASH, UPI, Amount, Dr. To party.
Why do my sales and purchase registers show incorrect values?
If value is showing incorrect the sales and purchase register. Make sure the below steps :
Step 1: Make sure that you have properly configured the sale /purc type and GST bill sundry which is applied in the voucher.
Step 2: Check the other bill sundry configurations for the cost of goods and accounting for sale and puchase.
Step 3: If you have applied any discount at item level then check the cost of goods and accounting for sale and puchase option from discount structure you have selected under voucher series configuration.
I want to compare current year sales data with previous years. How can I view comparative reports in BUSY?
To view comparative sales reports in BUSY. you can generate sales Analysis party-wise or item wise with option of Standard- Monthly. Also you can generate comparative sales reports by.
Step 1: Go to Display Menu
Step 2: Click on Account Summary option.
Step 3: Click on Monthly Summary option.
Step 4: choose vertical or horizontal option.
Step 5: Select Monthly Summary for Account and select one account option
Step 6: Select Account Name As sales or as you required. and select compare values with last year (1 Year)
Step 7: Select Month Range and click on OK.
