Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
How can I select the option for a single voucher in different dates or different accounts while replicating vouchers?
To select single voucher in different dates or different account while replicating vouchers, you need to follow these steps:
Step 1: Open your company, then go to the Administration tab and click on the Bulk Updations.
Step 2: Select Voucher Replication and choose either Single Vch. for Different Accounts or Single Vch. in Different Dates.
Step 3: Then, select the voucher type and click on New Template. This will open a window where you can create a template for your voucher replication.
Step 4: Click on Show Voucher List and select the voucher that you want to replicate and create template.
Step 5: Now, go back to the voucher replication window and select the voucher type and the template that you have created.
Step 6: Then, you can select the Basis for Voucher to Replicate, such as daily, weekly, fortnightly, or monthly as required.
Step 7: Choose the date range between which you want to replicate the voucher and click on Replicate.
How to correct the HSN code length as per the annual turnover slab in BUSY?
You can correct the HSN code length in BUSY according to the annual turnover slab by following these steps:
Step 1: To update the HSN code for each item, you can edit the item master and save it again.
Step 2: Alternatively, you can update it in bulk by going to Administration menu.
Step 3: Select Bulk Updations and click on Update Item Tax Category / HSN Code.
Step 4: Select the HSN Code option and choose the items you want to update, such as Group of Items, Selected Items or All Items.
Step 5: You can also filter the items by an existing HSN Code and replace it with a new HSN Code.
Step 6: You can enter the new HSN code without any filter as well.
Step 7: You can also specify the date for updating the HSN code.
Note: Make sure to take latest backup of your data before make any changes.
I want to change the tax category for several items but it is not updating in the voucher. What should I do to update tax rates in bulk?
If you want to correct tax categories in item master, you can follow these steps: Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters. Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from. Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one. Step 4: Click on Save to apply the changes and close the window.
Step 5: to bulk updation go to Bulk updation .
Step 6: multiple item cretion and modification Step 7 ; apply new tax rate and save the changes
I am unable to change the tax rate for some of my items. How can I update the tax rate for multiple items together?
If you want to correct tax categories in item master, you can follow these steps: Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters. Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from. Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one. Step 4: Click on Save to apply the changes and close the window.
Step 5: to bulk updation go to Bulk updation .
Step 6: multiple item cretion and modification Step 7 ; apply new tax rate and save the changes
The tax rate is showing incorrectly for some of my items. How can I correct the tax rate in the accounting software?
If you want to correct tax categories in item master, you can follow these steps: Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters. Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from. Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one. Step 4: Click on Save to apply the changes and close the window.
Step 5: to bulk updation go to Bulk updation .
Step 6: multiple item cretion and modification Step 7 ; apply new tax rate and save the changes
I want to set up automated recurring transactions in BUSY but cannot figure out how to do so. What steps do I need to take to set up recurring transactions?
To set up automated recurring transactions in BUSY but cannot figure out how to do so, you need to follow the below steps:
Step 1: Go to Administration, then choose Bulk Updations, and select Voucher Replication.
Step 2: In Voucher Replication, choose Single Voucher in Different Dates.
Step 3: Select the voucher type as Journal.
Step 4:Create a new template by clicking on the New Template option. Specify the voucher type as Journal.
Step 5:Click Show Voucher List, select the voucher series, set the date range, and load the list.
Step 6:Choose the voucher you want to replicate monthly and click OK.
Step 7:Enter a template name and save it.
Step 8:Select the template you just created and click OK.
Step 9:Specify the replication basis as Monthly.
Step 10:Set the start and end dates, define the number of copies per day, and click the Replicate option.
By following these steps, you can easily pass the recurring transactions entries every month in BUSY.
Instead of % GST, % is reflecting in my invoices for some items. How can I resolve this bulk change in tax rate?
If you want to bulk change in tax rate, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Step 5: to bulk updation go to Bulk updation .
Step 6: multiple item cretion and modification Step 7 ; apply new tax rate and save the changes
My accounting software is showing wrong GST percentage for many items. How can I rectify this mistake most efficiently?
If you want to bulk change in tax rate, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the tax rate for. This will open the item details window where you can see a field named Tax Category. You can change the tax rate from there by selecting a different tax category or creating a new one.
Step 4: Click on Save to apply the changes and close the window.
Step 5: to bulk updation go to Bulk updation .
Step 6: multiple item cretion and modification Step 7 ; apply new tax rate and save the changes
How do I replicate an old voucher for payment in BUSY Accounting Software?
To replicate an old voucher for payment in BUSY, you need to follow these steps:
Step 1: Open your company, then go to the Administration tab and click on the Bulk Updations.
Step 2: Select Voucher Replication and choose one of the option as per the requirements.
Step 3: Then, select the voucher type as payment and click on New Template. This will open a window where you can create a template for your voucher replication.
Step 4: Click on Show Voucher List and select the voucher that you want to replicate and create template.
Step 5: Now, go back to the voucher replication window and select the voucher type and the template that you have created.
Step 6: Then, you can select the Basis for Voucher to Replicate, such as daily, weekly, fortnightly, or monthly as required.
Step 7: Choose the date range between which you want to replicate the voucher and click on Replicate.
How do I update TCS in all vouchers in bulk after enabling TCS?
To update TCS in all vouchers in bulk after enabling TCS, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updations.
Step 3: Click on Bulk voucher creation/modification
Step 4: Click on configure tab then select the required voucher type
Step 5: Choose the add format and give name to the format.
Step 6: select the format, click on configure then configure the format as per data entry.
Step 7: Now, go to bulk updation window again then select the voucher type, select format, select modify existing voucher in voucher details to be update.
Step 8: Press on ok then select the series and date range for which you want to modify.
Step 9: Update the TCS in bill sundry field and save the window.
Note: Through bulk updation, you can apply TCS in Bill sundry field but you need to create the TCS reference manually.
