Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
Can I schedule recurring payments in BUSY Accounting Software?
There is no provision to schedule recurring payments in BUSY. However you can post same payment voucher on different dates by using Voucher Replication feature. To know how to use this 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 to link local and interstate parties to GSTIN for GSTR filing?
To link GSTIN for local and interstate parties then please follow the steps given below:
Note : Please take latest bcakup of data
Step 1: Go to Administration Menu
Step 2: Click on Bulk Updations
Step 3: Then click on Multiple Account Creation/Modification
Step 4: Then Click on Modify Existing Matser
Step 5: select in the key field as NAME and then click on select Fields option
Step 6: Next, click on the Fields available option, specify GST_NO and click the right-side arrow button. Then, save the selected field by clicking on the Save button.
Step 7: After that click on Load Masters option
Step 8: Then select All Accounts or Account Group and then click on Show List button
Step 9: select respective parties and click on Ok button
Step 10: After ward all the selected parties show in Bulk updation window then mention GST number in the respective field then save the details by click on save button
The tax category for some of my items is showing incorrectly as % instead of %. How can I modify the tax category for multiple items together?
To modify the tax category for multiple items together, 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 update bulk process use the Bulk updateion option from administration menu
Step 6: Select multiple tax category creation and modification option
Please note to take latest Backup of your data before make any changes in your data.
Why am I unable to see the option for updating both HSN code and tax category together in the bulk update menu?
To modify the tax category for multiple items together, 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 update bulk process use the Bulk updateion option from administration menu
Step 6: Select multiple tax category creation and modification option
Please note to take latest Backup of your data before make any changes in your data.
Why can't I modify tax categories directly when doing bulk update of HSN codes in BUSY?
To modify the tax category for multiple items together, 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 update bulk process use the Bulk updateion option from administration menu
Step 6: Select multiple tax category creation and modification option
Please note to take latest Backup of your data before make any changes in your data.
Some of my items are missing HSN codes. How can I identify such items and update the HSN codes for them in bulk?
To modify the HSN Code for multiple items together, 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 hsn code for. This will open the item details window where you can see a field named HSN codes. You can change the hsn code 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 update bulk process use the Bulk updateion option from administration menu
Step 6: Select multiple item creation and modification option
Please note to take latest Backup of your data before make any changes in your data.
I am unable to find the option for updating item description in bulk. Is there a way to do this?
To modify the item and updating description for multiple items together, 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 description for. This will open the item details window where you can see a field named Item desc. You can change the description 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 update bulk process use the Bulk updateion option from administration menu
Step 6: Select multiple item creation and modification option
Please note to take latest Backup of your data before make any changes in your data.
Is it possible to automatically replicate entries for a specific account in the software?
Yes, it is possible to automatically replicate entries for a specific account in BUSY using the Voucher Replication feature.
To know how to use this feature 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 to bulk update state codes in BUSY sales invoices?
to bulk update state codes in BUSY sales invoices, 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 Account and then click on Modify. This will open a list of your accounts that you can choose from.
Step 3: Select the Account that you want to change the State code for. This will open the item details window where you can see a field named station and place of supply . You can change the state code .
Step 4: Click on Save to apply the changes and close the window.
Step 5: to update bulk process use the Bulk updateion option from administration menu
Step 6: Select multiple Account creation and modification option
Please note to take latest Backup of your data before make any changes in your data.
How can I select the option for a single voucher in different dates or different accounts while replicating vouchers?
To select single voucher in different dates or different account while replicating vouchers, 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 either Single Vch. for Different Accounts or Single Vch. in Different Dates.
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.
