Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
How can I merge accounts of two financial years?
If you want to merge two accounts in BUSY, you can follow these steps:
Step 1:Take latest backup of your data before make any changes.
Step 2: Go to Administration menu and click on Bulk Updations.
Step 3: Select Merge Masters option and click on Accounts.
Step 4: Here you need to mention Source & Target Account.
Step 5: Then, set Y if you want to Delete Source Account After Merging Data.
Step 6: Please note you cannot merge them if the source account has an opening balance in running financial year.
I want to update my party master details. How can I do this and make sure its accurate?
To update party master details in BUSY, please follow below steps:
Step 1: Go to Administration menu and then select Account 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 opening Balances in Bulk for Accounts. 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 Opening Balance, Account Name.
Step 3: Click on Load Master then add it opening balances.
How can set the critical level in multiple account at once in BUSY?
To set critical level in Multiple account at once in BUSY, follow these step:
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 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 minimum level quantity, maximum level quantity and reorder level quantity then click on save.
Step 5: Now, Load the master and update the details and save the details.
How can I modify the voucher series in voucher in Bulk?
To modify the voucher series in Voucher through bulk updation, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updation.
Step 3: Choose bulk voucher creation and modification then select the required voucher type.
Step 4: Click on configure then create format then select field which you have entered in voucher then save it.
Step 5: Click on modify voucher, select format then click on update tab.
Step 6: Specify the voucher series, starting and ending date, click on load vouchers then save the details after modification.
How can I change the name of an item in bulk?
In BUSY, you can update item name in bulk only when alias of item exists in its master. To modify item name in BUSY through bulk updation, 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 select Alias in key field.
Step 4: Here, click on Select Fields and choose the name and alias field.
Step 5: Now, Load Master and update the changes in the relevant column then save.
How do I input gst number into multiple parties in BUSY?
To input gst number into multiple parties in BUSY, you need to follow 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 account creation or modification.
Step 4: Tick on modify existing master and select the key field as name or alias.
Step 5: Click on select fields and choose the gst number field then save.
Step 6: Now, click on load masters and select the required parties then you can input the gst number in the relevant column then save.
How to merge duplicate customer profiles in BUSY?
If you want to merge two accounts in BUSY, you can follow these steps:
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.
Step 4: Then, set Y if you want to Delete Source Account After Merging Data
Step 5: Please note you cannot merge them if the source account has an opening balance in running financial year.
Note: Take latest backup of your data before make any changes.
How to merge two accounts on BUSY?
If you want to merge two accounts in BUSY, you can follow these steps:
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.
Step 4: Then, set Y if you want to Delete Source Account After Merging Data
Step 5: Please note you cannot merge them if the source account has an opening balance in running financial year.
Note: Take latest backup of your data before make any changes.
How does the bulk receipt process work in BUSY? Can this be used to apply multiple payments without references?
To know bulk receipts process in BUSY, you need to follow these steps:
Step 1: Go to Administration then click on Bulk Updations.
Step 2: Select Bulk Receipts and can select either Amount Receivable or Bills Receivable.
Step 3: Enter the bill status as on date and select account range then click on the down arrow.
Step 4: Select the voucher type such as Journal or Receipt and voucher series.
Step 5: Enter the date, then receipt mode and discount ( if required)
Step 6: After verifying entries can save it.
Further, you can use bulk payments without bill references.