Frequently Asked
Questions

Find Solutions to Common Issues Related to accounting-reports - account summary

FAQs

Can I see my purchase totall amount month-wise in BUSY?

Yes, you can see your purchase total amount month-wise in BUSY accounting software by following below steps:
Step 1: Go to display menu and submenu account summary
Step 2: Then select monthly summary and then vertical option
Step 3: After that select account and then one account, Now specify account name as purchase account and other details as per requirement and press ok to view the report.

How can I view my bills that settled on credit card during sale?


To see the bills that is settled on credit card you need to follow some steps:
Step 1: Go to Display and click on Account summary option.
Step 2: Now click on Settlement details option and select series wise.
Step 3: Now select One settlement mode and then select voucher type.
Step 4: Now select settlement mode Credit card and date range and click on OK Option.

How do I see the balance for all my accounts in BUSY for a certain time period like April till now?

To see the balance of all accounts for a period in BUSY, you need to follow these steps:
Step 1: Go to Display menu then click on Account Summary.
Step 2: Select Consolidated Summary and choose Account wise.
Step 3: Select All Accounts and enter the required period then can open the report.
This report will show you all accounts Opening Balance, Debit, Credit and Closing Balance.

What BI/analytics options are available for consolidated reporting in BUSY?

You can view the consolidated report for both account and inventory in BUSY. You can find the Account Summary and Inventory Summary options in the Display menu. These options will show you the summary of your account and inventory transactions for a given period. 
BUSY also has a report called "Multi Company Results" that allows you to view consolidated reports for multiple companies

Can I see a report of the average monthly balance for a party in BUSY over the past year?

Yes you can see the report of the average monthly balance for a party in BUSY 
follow the steps to do so
1 Go to display menu and click to account summary
2 click on monthly summary then click to vertical
3 click on account then one account
4 then select the party name and month range and press ok

What are the options for filtering the consolidated sales report by date range or other criteria?

Can you please provide me with more details on what specific filters you want to apply to the
Consolidated Sale report? This will help me to provide more targeted and accurate guidance
on how to proceed. Are you looking to filter by date range, product category, location, or some
other criteria? The more information you can provide, the better I can assist you.

How can I see purchase analysis for a particular party from within the ledger

If you want to check purchase analysis of a specific party in BUSY, you can follow these steps:
Step 1: Go to Display and click on Purchase Analysis.
Step 2: Select "Party-wiseand choose from Standard-Date/Voucher - wise / Standard-Monthly / Standard-Quaterly, etc.
Step 3: Select One Party and enter the party name and open the report.
This report will show purchases of that party.

How do I print a summary of my daily sales for the past year?

To print a summary of daily sales for the past year in BUSY you need to follow the steps 
1 Go to previous year by pressing F11 key
2 Then go to display menu and click on account summary
3 click on daily summary and select account name as sales
4 fill the whole year date range and ok

How to check monthly summary reports in BUSY?

To view monthly summary in BUSY, you can follow these steps:
Step 1: Go to Display and click on Account Summary.
Step 2: Select Monthly Summary can choose either Vertical or Horizontal.
Step 3: You can filter the report by One Account, All Accounts, Group of Accounts or Selected Accounts.
Step 4: Enter the Star & End Month and can open ther report.

How can I filter purchase reports by individual parties in BUSY

You can filter the purchase report by individual party in BUSY
Please follow the given steps
Step 1 Go on display menu
Step 2 Click on account books
Step 3 Click on account registers standard
Step 4 Click on purchase register
Step 5 During open the report select one party and mention the party name then open report