Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
I need to change the tax rate on all old vouchers. What is the easiest way to do bulk updates in the software?
To update the tax category for multiple old vouchers and sales entries in your account in BUSY you need to follow the below steps:
Step 1: Go to Administration and then Bulk Updation.
Step 2: Under bulk updation, click on multiple voucher creation modification.
Step 3: Select the kind of voucher you wants to update in.
Step 4: Further have to click on configure option and Select the voucher.
Step 5:After selecting voucher, few options will appear at right side, then have to add format.
Step 6: After Adding format, you have to define the component names further a dialogue will appear with default fields.
Step 7: After configuring bulk update format have to escape window, and then you to check the options accordingly and update.
This feature allows you to update tax categories in bulk for multiple vouchers and sales entries at once, saving you time and effort.
What is the process to update the tax category for multiple old vouchers and sales entries in my account?
To update the tax category for multiple old vouchers and sales entries in your account in BUSY you need to follow the below steps:
Step 1: Go to Administration and then Bulk Updation.
Step 2: Under bulk updation, click on multiple voucher creation modification.
Step 3: Select the kind of voucher you wants to update in.
Step 4: Further have to click on configure option and Select the voucher.
Step 5:After selecting voucher, few options will appear at right side, then have to add format.
Step 6: After Adding format, you have to define the component names further a dialogue will appear with default fields.
Step 7: After configuring bulk update format have to escape window, and then you to check the options accordingly and update.
This feature allows you to update tax categories in bulk for multiple vouchers and sales entries at once, saving you time and effort.
Can you explain how to use the bulk update feature for payment and receipt entries?
To use the bulk payment feature in BUSY, follow these steps:
Step 1: Go to administration section then click on bulk updation
Step 2: Click on bulk payment then amount payable or bills payable as per requirement
Step 3: Now, specify the date range then click on down arrow
Step 4: Select the voucher type, date , account in bank/cash acc field and discount account
Step 5: Next, update the amount as per payment made and save the window.
To use the bulk receipt feature in BUSY, follow these steps:
Step 1: Go to administration section then click on bulk updation
Step 2: Click on bulk payment then amount receivable or bills receivable as per requirement
Step 3: Now, specify the date range then click on down arrow
Step 4: Select the voucher type, date , account in bank/cash acc field and discount account
Step 5: Next, update the amount as per payment receive and save the window.
