Frequently Asked Questions

To export transaction details into Excel, you can use the export option in BUSY. Open the report you want to export and press ALT plus E key or navigate to top of the report and click on export option, choose the Excel format, and click on export. The transaction details will be exported to an Excel file that you can save and open.

To export invoices for the last quarter, follow these steps: 
 1. Go to the Display tab then click on Account Books. 
 2. Click on Account Register (Standard) and then select voucher type as per required. 
 3. Select the date range of the quarter then open the report. 
 4. Click on export and choose Microsoft Excel in data format.

In BUSY, you cannot select a date range for importing voucher entries through Excel directly. Instead, you have to configure the date in Excel at the entry level if multiple vouchers exist for different dates. Alternatively, you can specify a single date in the Import Voucher from Excel screen at the key field if vouchers in Excel belong to the same date.

Can we export credit note voucher in excel form or in any other form 
 for export credit note voucher in excel or in other form
 Step 1: Go in Display
 Step 2: Then Account Books
 Step 3: Then Account Registers (standard)
 Step 4: Credit note register
 Step 5: the open in date range and export in excel or in other form

To export vouchers from BUSY to excel, you need to follow these steps:
Step 1: Go to Transaction menu and select the voucher type such as Sales, Purchase, etc.
Step 2: Click on List and enter the period and open the report.
Step 3: Now, click on Export button or press ALT+E and select the data format as Microsoft Excel then file path and export.

You can integrate manual record with BUSY, like you can enter data manually from the manual register, or you can import your data from excel also.
 Further company will recommend you to use BUSY software for any transaction so that you can get accurate reporting from the software.
 If you find any difficulty in data entering, kindly reach on BUSY customer support

To limit the narration column to a specific number of characters in the exported CSV file, you can use a text editor or spreadsheet software to truncate or cut off the text after a certain number of characters. Alternatively, you can use programming languages like Python or R to manipulate the CSV file and limit the characters in the narration column.

To import data into BUSY from an Excel workbook, follow these steps:
Step 1: Go to the Administration menu and click on Data Export Import.
Step 2: Click on Import Vouchers from Excel.
Step 3: Select the Voucher Type and configure the format by selecting fields.
Step 4: Choose the Excel sheet, sheet number, starting and ending row numbers, then proceed with the import.

To ensure that the voucher number matches with the Excel sheet in BUSY, you need to mention the correct voucher number in seperate column and when you create format for import map the voucher number field with that column. You also make sure that the voucher numbers you have entered in the sheet are not already exist in the database.

To import vouchers from Excel in BUSY, you can follow these steps: 
Step 1: Go to Administration menu then Click on Data Export Import option.
Step 2: Select Import Vouchers from Excel and Select Voucher Type.
Step 3: Now Create Format ,Configure Format of data field as per excel column.
Step 4: Specify or select the Excel file path and click Import.