Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
I need to exit a voucher but it says it is a longer exit. What does that mean and what should I do?
If you need to exit a voucher but it says it is a longer exit, it means the voucher has been corrupted or not saved properly at the time of saving. This can be a system issue, so the voucher showing does not exit. To solve this, you need to take a data backup and put the data on the rewrite book from the housekeeping option. It will remove the entry that does not exit, and you will receive the note pad for the entry that was deleted, so you have to pass again that deleted entry.
Can you guide me on the process to update the purchase type to local or central?
To update the purchase type to local or central, please follow below steps:
Step 1: Go to Administration menu and then select sales type option
Step 2: And then select Modify tab and select particular party details.and click on the save button.
Step 3: We can also add the in Bulk for sales type. Click On Below Options.
Step 1: Go to Administration menu and then
Step 2: Multiple Account Creation/Modifcation option.
Step 2: Select the Either New Master / Modify Masters then field of sales type, Account Name.
Step 3: Click on Load Master then add it sales Type
How do I bulk update sale purchase price in item master in BUSY?
To bulk update sale purchase price in item master in BUSY follow below steps:
Step 1: Firstly take latest backup of the data.
Step 2: Go to Administration menu and click on bulk updation submenu.
Step 3: Select Multiple item creation and modification then tick on modify existing master and select Name or Alias in key field.
Step 4: Click on select fields and select the required field along with item sale price and purchase price field then click on save.
Step 5: Now, Load the master and update the sale and purchase price in the required column and save the details.
Is it possible to copy the HSN codes in bulk from Excel?
Yes, it is possible to copy the HSN codes in bulk from Excel into BUSY. To do this follow these steps:
Step 1: Open your company then go to administration menu.
Step 2: Select bulk updations and click on multiple item creation or modification.
Step 3: Tick on modify existing master and choose key field as name then click on select fields.
Step 4: Select the HSN code field then save. After that click on load master and select your required items.
Step 5: After loading the item you can copy HSN codes from the excel sheet in the HSN Code column.
Can I update the sale price of all the items at once or do I have to do it one by one?
Yes, you can update the sale price of all the items at once in BUSY by using 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 required fields then save.
Step 6: After that click on load masters and select the required items then you can update the sales price in the relevant column then save.
Is there a feature to bulk upload items in BUSY? How can I use it?
Yes, there is a feature to bulk upload item master in BUSY by using Multiple Item Creation and Modification process, follow these steps:
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 add new master or modify exiting master and select Name or Alias in key field in case of modify master.
Step 4: Click on select fields and select the required field and then click on save.
Step 5: Now, you can update item master in bulk.
How do I remove bulk opening balances of accounts in BUSY Accounting software?
To remove opening balances of accounts in bulk, you need to follow 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.
How can I modify the item master through bulk update in BUSY?
To modify the item master through bulk update 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 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 etc.
Step 5: Now, Load Master and update the changes in the relevant column then save.
How to tag broker name in bulk in account master?
To tag broker names in bulk in an account master, follow these steps:
Step 1: Salesman feature must be enabled from Account Tab and salesman name also created from Master tab.
Step 2: Now Go to administration section then click on Bulk updation menu
Step 3: Select Multiple account creation and modification.
Step 4: Click on select field and pick broker applicable and broker name field and then click on save tab.
Step 5: Now click on Load Masters and pick Account master as per required then mention applicability and broker name.
Note: Take the latest backup of data before any process.
How can i update details of account masters in bulk?
To update details of account masters in bulk, you need to follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Click on Bulk Updations then select Multiple Account Creation / Modification.
Step 3: Click on Modify Existing Master and select the Key field as Name / Alias.
Step 4: Click on Select Fields and choose the required fields which you want to update then save.
Step 5: Now, click on Load Masters and after loading you can update changes in the relevant column then save.
Note: Take backup of your data before making any changes.