Frequently Asked
Questions

Find Solutions to Common Issues Related to configurations - bulk updation

FAQs

How do I merge two duplicate accounts that were created for the same user?

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 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.
Note: Take latest backup of your data before make any changes.

Can I set up template for common vouchers to save time in creation?

Yes, you can set template for common vouchers to save time in creation by following 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 voucher of which you want to create template then press ok and mention the template name then save.

Can I enter the MRP for multiple items in bulk in BUSY?

Yes, you can enter the MRP for multiple items in bulk in BUSY by follow these steps:
Step 1: Go to administration section then click on bulk updation option.
Step 2: Choose the multiple item creation/modification then click on modify existing master and select name in key field.
Step 3: Here, click on Select Fields and choose the required field along with item MRP field.
Step 4: Now, Load Master and update the changes in the relevant column then save.
Note- Take the latest backup of your data before doing any process.

How do I merge accounts belonging to two different businesses 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 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.
Note: Take latest backup of your data before make any changes.

How can i merge the account master 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 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.
Note: Take latest backup of your data before make any changes.

How can I merge duplicate customer records in BUSY?

If you want to merge two customer accounts in BUSY, 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.

How do I merge accounts/customers in BUSYAccounting?

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 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.
Note: Take latest backup of your data before make any changes.

Can MRP feature be enabled for all items at once?

Yes, MRP feature can be enabled for all items at once in BUSY by using these steps:
Step 1: Open your company then go to Administration.
Step 2: Select Bulk Updations and click on Multiple Item Creation / Modification.
Step 3: Click on Modify Existing Masters and select then Key field as Name or Alias.
Step 4: Then, Select Fields and choose Enable MRP Stock field and save.
Step 5: Now, Load Master and specify Y in the relevant column then save.
Note: Take backup of your data before making any changes.

How can I change item's discount in bulk updation?

If you want to change item's discount in bulk, you need to follow these steps:
Step 1: Open your company then go to Administration.
Step 2: Select Bulk Updations and click on Multiple Item Creation / Modification.
Step 3: Click on Modify Existing Masters and select then Key field as Name.
Step 4: Click on Select Fields and select discount field then Load Masters.
Step 5: After loading that group items you can make change discount in the relevant columns then save.
Note: Take backup of your data before making any changes.

How do I merge two accounts in BUSY?

If you want to merge two accounts in BUSY, 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.