Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account summary
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.
I want to check the sales comparison report for a particular month. What is the process to generate this report for a specific month in BUSY?
For sale comparison you can check monthly sale summary Report,For view monthly summary Report please follow these steps:
1. Go In Display then go in Account summary
2. Then click on Monthly summary then click on vertical
3. Then click on Account then click on one Account
4. Mention Account Name then Mention from month and to month
5. Show Report month wise on enter you can check detail data
How do I apply filters in the software to view data for a specific vendor or time period?
To filter vouchers to update vendor in BUSY , to resolve using the following steps:
Step 1: Go to display menu in the comapny .
Step 2: Nevigate the reports option .
Step 3: Select specific report which you want to filter .
Step 4 : In the registers view the report and press F7 to filter the report .
Step 6: Seelct party name column
Step 5 : Apply filter on the field .
I'm trying to view my total sales for a date range in BUSY but it is not showing me the totals. How can I get the total sales for a custom date range?
In BUSY,You can check the total sales data from Display menu.
You can see the purchase report from below steps.
Step 1: Click on Display
Step 2: Then Account Books
Step 3: Then Account Register
Step 4: Then Sales Register
Step 5: Then vertical or horizontal as per your need and select the group of account as sales and view the report.
Additionally, you can view the multiple sales report from the Display menu.
I want to check the turnover details of parties in my BUSY. How can I get this report?
You can generate party turnover in BUSY. To check party turnover in BUSY, follow the following Step:
Step 1: Go to Display Menu
Step 2: Click on Account Summary option
Step 3: Under Account Summary option click on Party Turnover Details Report.
Step 4: In the Party Turnover Details window, choose the party name and voucher type (sales or purchase).
Step 5: Set the date range and other required options.
Step 6: Click OK to generate the party turnover report.
How can I see the cash balance at closing time each day
To see the cash balance at closing time each day, you can check below given reports. Follow the steps
1. Display
2. Account Summary
3. Daily Balance/Daily Summary
4. Select the Cash ledger and view the report
5. Another report available in the drop-down menu is Cash/Credit Summary.
6. Or you can also view the "settelementreport in BUSY
In BUSY, you can also configure the "My Dashboardconfiguration to view all types of daily business information on a single screen.
I am having trouble generating accurate reports and analytics. What reports are available, and how can I customize them?
In BUSY, there are various reports available such as financial reports, GST reports, sales reports, aging reports, balance sheet reports, and more. These reports can be customized by selecting specific fields, date ranges, filters, and formats according to your requirements. You can also export the reports to Excel or PDF formats. If you are having trouble generating accurate reports, you can reach out to the BUSY support team for assistance.
How can i see all the rent amount month wise of whole year in BUSY?
To see all the rent amount month wise of whole year in BUSY, you need to follow these steps:
Step 1: Go to display menu then select account summary option.
Step 2: Select monthly summary then select vertical and click on account.
Step 3: Choose one account then mention the rent account and specify april to march.
Step 4: Press ok to open the report and you will month wise debit and credit amount.
Acounting mismatch sale analsis and sale register what to do?
If accounting mismatches the sale analysis and sale register, you need to follow the below steps:
Step 1: Run date master balances from the housekeeping option.
Step 2: Make sure you match the taxable amount and total amount according to the sales report and sales analysis.
Step 3: If there is still a mismatch in the showing, you need to check month and date-wise, especially the different showing in which month or date.