Frequently Asked
Questions

Find Solutions to Common Issues Related to data-conversion - xml pdf

FAQs

Is there a way to export a report automatically at the end of the day in BUSY Accounting Software?

There is no option to export a report automatically, to export report please follow below steps: 
Step 1: Open the user activity report from check list under Display menu
Step 2: Click on the export button or press ALT+E on your keyboard to open the export window.
Step 3: Choose the file format that you want to export your data to, such as Excel, CSV, PDF & Google Sheet. You can also change the file name and location if needed.
Step 4: Click on the OK button to export your data.

I am unable to export or save my sales invoice as a PDF. How can I resolve this?

If you are unable to export or save your sales invoice as a PDF then please follow 
 the given step
 Step 1: Open the sale invoice
 Step 2: Then press Print button
 Step 3: Then select sales invoice
 Step 4: Then select to export option then your invoice will be exported in the PDF format.
 If still having any issue then you can contact us on our centerlized 24*7 helpline 
 number i.e. 8282828282 or 011-40964096. 
 You can also share your query on support@busy.in

How can I create an XML file for exporting transactions?

To create an XML file for exporting transactions from BUSY, you need to follow these steps:
Step 1: Open your company then go to administration menu and click on data export import sub menu.
Step 2: Select data export or import XML option and click on export data then choose transactions.
Step 3: Here, you need to select voucher type, series and enter the date range of which vouchers you want to export.
Step 4: Select the file path which you want to export file and click on export button to proceed.

How do I generate a PDF invoice in BUSY?

To create a PDF file of your invoice, you can follow these steps:
Step 1: Open the invoice that you want to export to PDF in BUSY.
Step 2: Click on the Print button or press ALT+P on your keyboard to open the print window.
Step 3: Select the printing format that you prefer and click on the Export button.
Step 4: Choose PDF as the Data Format and select the location where you want to save the PDF file.
Step 5: Click on the OK button to export your invoice to PDF.

The PDF statement exported from BUSY does not contain all the details. What should I do?

If pdf exported from BUSY does not contain all the details then please follow the given steps
 Step 1: Try to export with print option With From BUSY and as it is from grid
 Step 2: Ensure Format selected for export in PDF is correct
 Step 3: Ensure information wanted to export must be enabled Before export.
 If still having same issue then you can contact us on our centerlized 24*7 helpline
 number i.e. 8282828282 or 011-40964096.
 You can also share your query on support@busy.in

How do I change the save location of reports in BUSY?

To change the export report location in BUSY, follow these steps: 
 Step 1: Open the desired report in BUSY 
 Step 2: Click on the Export tab located at the top of the screen or press the shortcut ALT+E to export report data. 
 Step 3: Select the data format in which you want to export, such as Microsoft Excel, PDF, CSV, or any other preferred format. 
 Step 4: Change the export report location in the File Name field and click on the OK button.

I am trying to transfer data from one company to another, but the data is not showing up. How can I resolve this?

To transfer data from one company to another , follow the steps below :
Step 1: Go to administration then data export import 
Step 2: Then select data export import XML
Step 3: Now select export data then transaction
Step 4: Select date range then mention path and export
Step 5: Now go to other company 
Step 6: Go to administration then data export import 
Step 7: Then select data export import XML
Step 8: Select import data and select the file earlier exported 
Step 9: Then press ok and import

What should I do when my report printing says "report width is too large to be exported to PDF"?

"When encountering the error message 'report width is too large to be exported to PDF,' you can follow these steps to resolve the issue:
Shrink the Page Size: Go to Administration > Hardware Configuration and reduce the shrink percentage.
Adjust Margins: In Administration > Hardware Configuration, modify the top and left margins as needed.
Reduce Font Sizes: If necessary, decrease the font sizes.
Check and Remove Unnecessary Fields: Eliminate any unnecessary fields you have used in the report.
If the problem persists, please don't hesitate to contact BUSY support at 8282828282."

Is there an option to export returns in PDF format instead of Excel/CSV? If yes, how?

Yes, BUSY allows to export GST return in PDF format instead of Excel or CSV. To do this you need to follow these steps:
 Step 1: Open the Display menu and select GST Reports.
 Step 2: Select GST Returns and choose return type which you want to export such as GSTR1, GSTR2, GSTR3B,etc.
 Step 3: Enter the period and open the report.
 Step 4: Now, click on Export button or press ALT+E and select PDF as Data Format.
 Step 5: Specify the path and press Ok.

Where can I find tutorials or resources on generating and sending statements?

You can find tutorials or resources on generating reports in help menu there are many content available you can check.
For sending settlement report you need to follow these steps:
Step 1: Go to Display.
Step 2: Click on Account Summary.
Step 3: Select Settlement Summary.
Step 4: Series wise or user wise as per your requirement select.
Step 5: Specify voucher type and voucher series then date range Select.
Step 6: Give command of Alt+P Select from BUSY click on Export.
Step 7: Data Format select PDF File name define and OK.