Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
How do I change the main unit for all my inventory items together? Is there a bulk update option?
Here are the bulk options available to modify the main unit of all items in BUSY :
Step 1: Go to Administration Menu
Step 2: Click on Bulk updation option
Step 3: Then clcik on Multiple Item creation/modififcation option
Step 4: Select Modify existing master and select Name in the Key Field Option
Step 5: Then click on Select Fields button and Select ITEM_MAIN_UNIT tehn clcik on Right side arrow and save the selecetd field by click on save button
Step 6: Then click on Load Masters button and select All Item or Item Group then click on Show list option
Step 7: Here, you can select all items by clcik on Select All option or you can select particular item then click on Ok button
Step 8: Afterward, you can change Unit and click on save button to save the configuration
Is there an option to replicate an old voucher for payment in BUSY Accounting Software?
Yes, You can replicate an old payment voucher in BUSY by 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 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 can I set a discount of a specific amount to be automatically applied on all items in my billing process?
To set a discount of a specific amount to be automatically applied on all items in your billing process, you need to follow these steps:
Step 1: Open your company then go to administration menu and click on bulk updations sub menu.
Step 2: Select update item price or discount option and here tick on discount then tick on all items.
Step 3: At bottom tick on equals in select basis and specify the discount amount by tick on absolute then ok.
Step 4: After that go back to administration menu then click on configuration sub menu.
Step 5: Choose voucher series configuration then select the required voucher type like sales, purchase etc.
Step 6: Select the series of voucher then click on voucher configuration tab which appear in right side for screen.
Step 7: Set Y on item wise discount option and specify discount structure as simple discount, absolute amount then save.
