Frequently Asked
Questions
Find Solutions to Common Issues Related to accounting-reports - account summary
I'm looking for the transaction details for my sundry creditors. What report should I run?
If you want to find transaction details for sundry creditors, follow these steps:
1.Go to Account Summary.
2.Open Transaction Summary within Account Summary.
3.Filter by Group of Accounts, choose sundry creditors.
4.Set Date Range and apply necessary filters.
5.Press OK to confirm.
Following these steps will help you retrieve the transaction details for your sundry creditors.
How do I apply filters to see specific tax rates in a BUSY bill summary?
To apply filters and see specific tax rates in a BUSY bill summary, you need to select the tax rate column, enter the desired tax rate percentage, choose the 'having' option, and then auto filter the report. This will filter and show only the bills with the selected tax rate.
How can i generate a report for payment receive from parties during the year in BUSY?
To check the payment receive from parties during the year, follow the below steps:
Step 1: Go to display section then click on account summary.
Step 2: Choose the transaction summary then select the party
Step 3: Specify the date range and open the report.
Step 4: Now, check the Receipt (Net amount).
How can I generate a report to view my total sales for a specific period in BUSY?
We can view multiple sales reports in BUSY from display menu with specific period.
Pls follow the below steps :
Step 1: Can check the account and inventory sales register
Step 2: Can check the sales analysis report
Step 3: Can check the sales gst register
How can I remove the opening balance row from the consolidated sales report?
To remove the Opening Balance column from the Consolidated Sales Report in BUSY, you
need to follow these steps:
Step 1: Add a custom column.
Step 2: Untick the Opening column.
Step 3: Reopen the report with this format.
After following these steps, the report will show without the Opening Balance column.
What is the process for generating a consolidated ledger report in BUSY?
To check a consolidated summary of ledgers in BUSY, you need to follow these steps:
Step 1: Go to Display then click on Account Summary.
Step 2: Select Consolidated Summary and can select either Account wise or Account Group wise.
Step 3: Enter the date range and can see the report.
What reports are available for analyzing sales by customer account
You can check Customer wise sales analysis report in BUSY software
Please follow the given steps
Step 1 Go on administration
Step 2 Click on sales analysis
Step 3 Click on party wise
Step 4 Click on standard date voucher wise
Step 5 Open this report and check
How can we check party wise turnover greater than specific amount in sale.
In BUSY if you want to check party wise turnover exceeding with specific amount you may follow given steps:
Step1: Go to Display menu.
Step2: Then press in account summary tab.
Step3: Select party turnover Details report.
Step4: Specify Date range and amount in consider turnover amount field and open report.
How do I get details of my daily cash balance
You can get details of daily cash balance in BUSY
Step 1 Go on Display menu
Step 2 Click on Account books
Step 3 Click on Cash Bank books
Step 4 Select here Single column
Step 5 Select here cash account date range and open the report
Why am I unable to add columns to the monthly summary report?
If you are unable to add any Custom Column in the Monthly report then the same might be due to below reasons :
1. Unavailibility of the Custom Column feild for that report.
2. Data field and Formula based field are not available and only showing SQL Query.