Frequently Asked Questions

To update tax category and hsn code throught multiple items for multiple items in BUSY, you need to follow these steps:
Step 1: Take backup of your company.
Step 2: Open your company then go to administration menu.
Step 3: Click on bulk updations then select multiple item creation or modification.
Step 4: Tick on modify existing master and select the key field as name.
Step 5: Click on select fields and choose the tax category, hsn code and other mandatory fields then save.
Step 6: After that click on load masters and select the required items then you can update the tax category and hsn code in the relevant columns then save.

In BUSY, you can enable do not maintain stock balance option for item master through bulk updation in BUSY,You can follow these step:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Bulk updation menu
Step 3: Select Multiple item creation and modification then tick on modify existing master and select Name in key field.
Step 4: Click on select fields and Choose item name, item group, item unit and do not maintain stock balance field and click on save.
Step 5: Now, Load the master and Specify Y to enable the do not maintain stock balance in window and save the details.

Yes, you can update data in multiple fields of vouchers at once by follow these steps:
Step 1: Take backup of your company.
Step 2: Open your company then go to administration menu.
Step 3: Select bulk updations and click on bulk voucher creation or modification.
Step 4: Select the voucher type such as sales, purchase, etc then click on configure button.
Step 5: Here, you need to add format and configure all the fields used in the voucher.
Step 6: Select the format you have created and press F2 and you will see every field in columns.
Step 7: You can update data as per the requirements in the relevant columns then save.

If you want to transfer some entries of an item to the another item, then you need to modify vouchers individualy. But if you want to transfer all the entres of an item to the another item then you can merge them by using these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Click on Bulk Updations then click on Merge Masters and select Items.
Step 3: Select the Source and Target Item and set Y on option available Delete Source Item After Merging Data.
Step 4: Click on Ok to proceed and check after complete it.
Note: Take backup of your data before doing this process.

If you want to change sale type in sales vouchers in bulk, you need to follow these steps:
Step 1: Open your company then go to Administration.
Step 2: Select Bulk Updations and click on Bulk Voucher Creation / Modification.
Step 3: Select the voucher type as Sales click on Configure button.
Step 4: Here, you need to Add Format and configure all the fields used in the voucher.
Step 5: Now, select the format you have created and press F2 and you will see every field columns.
Step 6: Here you will see sale type column and you can update it as required.
Note: Take backup of your data before making any changes.

To select the series and load purchase vouchers in Buk voucher creation / modification option, you need to follow these steps:
Step 1: Open your company then go to Administration.
Step 2: Select Bulk Updations and click on Bulk Voucher Creation / Modification.
Step 3: Select the voucher type such as Sales, Purchase, etc then click on Configure button.
Step 4: Here, you need to Add Format and configure all the fields used in the voucher.
Step 5: Now, select the format you have created and press F2.
Step 6: Here, select the Vch Series and date range then click on Load Vouchers.
Note: Take backup of your data before making any changes.

In BUSY, you can update item name in bulk only when alias of item exists in its master. Further, you cannot modify item name without the existance of item alias. To modify item name in BUSY through bulk updation, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updation option.
Step 3: Choose the multiple item creation/modification then click on modify existing master then select Alias in key field.
Step 4: Here, click on Select Fields and choose the name and alias field.
Step 5: Now, Load Master and update the changes in the relevant column then save.

If a ledger is not showing in the last year but showing in the current year, then may that ledger is not created or deleted in last year. To make it appear in last year also, you need to follow these steps:
Step 1: Open your company with current financial year then go to Administration tab.
Step 2: Select Bulk Updations and click on Masters Synchronization option.
Step 3: Select Master Type as Account then load master list and select the required ledger.
Step 4: Mention last year in the Target Financial Year field then press Ok to proceed.
Note: Take backup of your data before running this process.

You should follow below steps to update the minimum stock level for multiple items at once rather than changing them one by one:
Step 1: Take latest backup of your data.
Step 2: Then go in administration and select bulk updation option.
Step 3: Then select multiple item modification/creation.
Step 4: Then click on modify existing item and on right hand there is an option of select field.
Step 5: Then select the field of item_minimum_level , save and go back.
Step 6: Then click on load masters and select master as per your requirement.
Step 7: Then after loading the master data mention the stock level and proceed for saving.

If you need to update in bulk for the multiple parties,Then there is a option of bulk updation.
 Multiple Account Creation and Modification :
 Step 1: Click onAdministration
 Step 2: Then Configuration
 Step 3: Then Bulk Updations
 Step 4: Then Multiple account Creation Modification
 Step 5: Select either for New and Existing masters then select the Key Field should be name if alias is blank.
 Step 6: Click on Select Filed tab then select the required field which you want to update in bulk
 Step 7: Then Load Masters
 Step 8: Either can mention manually or can do copy paste from excel sheet.