Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
Where can I find the option to zero opening balances of accounts in bulk?
To zero opening balances of accounts in bulk you can use Bulk Updation feature by using these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Select Bulk Updations and click on Multiple Account Creation / Modification.
Step 3: Tick on Modify Existing Masters and select Key Field as Name.
Step 4: Here, you will see opening balance column if not showing then you add it by click on Select Fields.
Step 5: Then, load masters and remove the amount showing in the opening balance column.
Note: Opening balance can be remove / edit only in the begining financial year of company.
What is the process for modifying bills in bulk updation?
To modify the bills through bulk updation in BUSY, 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.
How do I modify all items in bulk for updates?
To modify all items in bulk for update in BUSY, 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.
Can I change group of multiple item at once?
Yes, you can change group of multiple item at once 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 group field and other as per requirement.
Step 5: Now, Load Master and update the changes in the relevant column then save.
Is there an option to two account master with different alias in BUSY?
Yes, it is possible to merge two account master with different alias in BUSY. You can follow these steps to merge two account master:
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 master which you want to merge and select Target master in which you want to merge the data then set Y/N for Delete Source Account After Merging Data as per need.
Step 5: Click on Ok to proceed and check after complete it.
I want to modify HSN codes mapped to my inventory. What is the correct process?
for Bulk Modify item HSN codes See the Process
Step 1: Go to Administration Click on Multiple Item Creation Modifaction Option
Step 2: in Item Modification Windows Click on Modify Existing Master option Select key field Name
Step 3: Click on Select Field tab in Field Available search menu type HSN_CODE and lick on greater than arrow then click on save
Step 4: Now Click on Load Master Tab then Click All Item then Click on show List click Select all then ok
Step 5: in Item Modification Windows modify HSN No as requried then Click on Save
Is it possible to merge two items with different alias?
Yes, it is possible to merge two items with different alias in BUSY. You can follow these steps to merge two item master:
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 item.
Step 4: Select the Source master which you want to merge and select Target master in which you want to merge the data then set Y/N for Delete Source Account After Merging Data as per need.
Step 5: Click on Ok to proceed and check after complete it.
What is the process for merging masters in BUSY ?
There are the process for merging masters in BUSY :
Step 1: Go to Administration menu
Step 2: click on Bulk updation option
Step 3: Then click on merge masters option
Step 4: Then click on Accounts or item option as per your requirement
step 5: Then specify the Source account that you want to change with the correct one
Step 6: Then specify the Target account that you want to select as correct one
Step 7: Then click on OK button and it start the process of merging data
Step 8: After completing the process, a confirmation message will appear
Can I create different voucher templates for different parties?
Yes, you can create different voucher templates for different parties in BUSY by using these steps:
Step 1: Open your company then go to Administration tab.
Step 2: Select Bulk Updations and click on Set Voucher as Template.
Step 3: Select the voucher type such as Sales, Purchase, etc and click on Show Vouchers List.
Step 4: Enter the voucher series and date range then click on Show List.
Step 5: Select the required party's voucher of which you want to create template then press OK and mention the template name then save.
Step 6: Follow the same process for another party's vouchers.
How do I merge duplicate accounts in BUSY?
In BUSY you can't create account master with same Name or Alias. However, if you want to merge two accounts, you can follow these steps:
Take latest backup of your data before make any changes.
Step 1: Go to Administration menu and click on Bulk Updations.
Step 2: Select "Merge Masters" option and click on Accounts.
Step 3: Here you need to mention Source & Target Account and set Y if you want to Delete Source Account After Merging Data
Step 4: Please note you cannot merge them if the source account has an opening balance in running financial year.