Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
Can you explain the process of selecting source and target accounts while merging accounts in BUSY?
To merge accounts in BUSY, you need to select the source account which is the account you want to merge and the target account in which you want to merge the source account by follow these steps:
Step 1: Take the latest backup of data.
Step 2: Open your company then go to Administration menu.
Step 3: Click on Bulk Updations then click on Merge Masters and select account.
Step 4: Select the Source and Target master and set Y on option available Delete Source Account After Merging Data if you want to delete the source account.
Step 5: Click on Ok to proceed and check after complete it.
Can I enter the value of opening stock while doing bulk updation? If yes, how?
Yes, you can update opening stock of items in bulk only in the begining financial year of company. To do this follow these steps:
Step 1: Open your company then go to Administration.
Step 2: Select Bulk Updations and click on Multiple Item Creation / Modification.
Step 3: Click on Modify Existing Masters and select then Key field as Name or Alias.
Step 4: Here, already a column appear of Op. Stock if not showing you can add it by click on Select Fields.
Step 5: Now, Load Master and enter the opening stock in the relevant column then save.
Note: Take backup of your data before making any changes.
How do I select a template for generating bills for a certain date range?
To select a template for generating bills for a certain date range 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 either Single Vch. for Different Accounts, Single Vch. in Different Dates, etc.
Step 3: Select the voucher type and the template that you have created.
Step 4: Then, you can select the Basis for Voucher to Replicate, such as daily, weekly, fortnightly, or monthly as required.
Step 5: Choose the date range between which you want to replicate the voucher and click on Replicate.
Can I made changes in item master through bulk updation in BUSY?
Yes, you can made changes in item master through bulk updation in BUSY by follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration then click on bulk updation option.
Step 3: Choose the multiple item creation/modification then click on modify existing master then Key field as Name if you want to change alias or select Key field as Alias if you to change name.
Step 4: Here, click on Select Fields and choose the name or alias, item sales price field and other as per requirement.
Step 5: Now, Load Master and update the changes in the relevant column then save.
How can I synchronize master details to another financial year in Bulk?
To synchronize master details to another financial year in BUSY, 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: Choose master synchronization then select master type, name in key field.
Step 4: Click on load master list then click on show list and select master.
Step 5: Select required financial year in target financial year in which you want to synchronize account details then tick on both common and new masters of source financial year.
Step 6: Tick on update master group if you want to update master groups then click on ok tab.
Is there a way to echo or repeat entries in BUSY?
Yes there is a way to repeat entries in BUSY
Follow the steps to do repeated entries
1 make the voucher first in BUSY
2 go to administration menu and click on bulk updation
3 Click on set voucher as template and select voucher type
then select the voucher from list which you want to repeat and create
a new template and OK
4 Then click on bulk updation and select voucher Replication and select
single voucher in different dates then select voucher type and the template
you created
5 select the basis on which it will repeat and date range then click on replicate
How can I add opening balances of accounts in bulk?
To add opening balances of account in bulk, you need to follow these steps: You can add opening balances only in the beginning financial year of a company.
Step 1: Go to administration menu then click on bulk updations sub menu.
Step 2: Select multiple account creation or modification then tick on modify existing master and choose the Key Field as Name.
Step 3: Here showing field of opening balance if not showing you can add by clicking on select fields button.
Step 4: Click on load masters button and select the required accounts and after that you can add opening balances in the relevant column then save.
I need to merge two customer accounts in BUSY but don't see any merge function. Is there a way to do this?
Yes You can merge two customer accounts in BUSY.You are going to merge the data of two accounts.if you continue, all the data of the source account will be merged into the data of the target account including opening balances.please note that this operation can not be reversed back. so please take backup before merge account data.
Step 1: Go to Administration Menu.
Step 2: Click on Bulk updations option.
Step 3: Click on Merge Masters.
Step 4: Click on Accounts.
Step 5: Select Source Account And Target Account.
Step 6: Select Yes If you want to delete source account after merging data.
I am unable to update HSN codes in bulk for multiple items. How can I do this in BUSY?
If you want to update HSN in bulk for multiple items, can do the same from bulk updation options. Do follow the above mentioned steps:
Step 1: Go to administration then choose Bulk updation option.
Step 2: Choose update item tax category or HSN code.
Step 3: A window appeares and configure it with old and new HSN with the effect date.
Step 4: You can update HSN of the item on the basis of group of items or selected items.
Step 5: Click on save button to update in bulk.
Step 6: Now you can check in item master one by one.
Is there an option to modify invoice through bulk updation in BUSY?
Yes, You can modify the invoice through bulk updation in BUSY by follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updation tab.
Step 3: Choose bulk voucher creation and modification then select required voucher type then click on configure tab.
Step 4: Now, create format then select each and every field which you have entered in voucher then save it.
Step 5: Next, Click on modify voucher, update the created format then click on update.
Step 6: Specify the voucher series, starting and ending date, click on load vouchers then save the details after modification.