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 you walk me through the process of update changes in a financial year for a particular account?

To update changes in a financial year for a particular account, you need to follow these steps:
Step 1: Open your company with current financial year then go to Administration tab.
Step 2: Select Bulk Updations and click on Masters Synchronization option.
Step 3: Select Master Type as Account then load master list and select the required account.
Step 4: Mention the year in which you want to update changes in the Target Financial Year field then press Ok to proceed.
Note: Take backup of your data before running this process.

Can you guide me the process of updating opening balances of accounts in bulk?

To update opening balance of accounts in bulk, you need to 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 Account Creation and Modification then tick on Modify Existing master and choose the Key Field as Name.
Step 4: Here showing field of opening balance if not showing you can add by clicking on Select Fields button.
Step 5: Load Master and update the opening balance in the relevant column then save.

How can I remove sales discount in item master through discount structure in BUSY?

To remove the sales discount in item master 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 menu
Step 3: Select Multiple item creation and modification then tick on modify existing master and select Name in key field.
Step 4: Click on select fields and select the required field along with item discount sturcture field then click on save.
Step 5: Now, Load the master and update the details and save it.