Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
How can i enter an entry on a date of every month?
To enter an entry on a date of every month 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 from the available options 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 create every month 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, select single voucher in different dates and click on monthly option.
Step 7: Enter the date range between which you want to replicate the voucher and click on Replicate.
Why am I unable to perform tasks like uploading data or generating reports? The software says "processing" but nothing happens.
There could be several reasons why you are unable to perform tasks like uploading data or generating reports in the software. Some possible reasons could be:
Step 1 : Slow internet connection
Step 2 : Large file size: If you are trying to upload a large file or generate a report with a lot of data, it may take longer to process. Be patient and allow the software enough time to complete the task.
Step 3 : Software glitch: Sometimes, software glitches can occur, causing tasks to get stuck in the "processing" stage. Try refreshing the page or restarting the software to see if it resolves the issue.
Step 4 : Insufficient system space: If your computer or device does not have enough memory or processing power, it may struggle to handle complex tasks. Close any unnecessary programs or applications running in the background to free up system resources.
How do I duplicate same vouchers in bulk in BUSY?
To duplicate same vouchers in bulk, 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 from the available options 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 do I add multiple invoices/bills in one go in BUSY? Is there a way to batch process them?
Yes you can add multiple invoices in one go To add multiple invoices in one go you need to use excel import utility or bulk voucher creation utility
For excel import process follow these:
Step 1: Go to administration menu
Step 2: Then click on data export import option
Step 3: Then click on import vouchers from excel
Step 4: By using this feature you can add multiple vouchers in one go but you have maintain data in excel accordingly
For bulk voucher creation follow these:
Step 1: Go to administration menu
Step 2: Then click on bulk updations option
Step 3: Then click on bulk voucher creation/modification
Step 4: Afterwards select the vouucher and configure the format and you can generate invoice in one go
Note: Take the latest backup of your current data then proceed for above mentioned steps
How can I generate a production voucher when an items stock is negative?
To generate a production voucher when an item's stock is negative, you need to follow these steps:
Step 1: First you need to make sure the Manufacturing feature is enabled by going to Administration menu then click on Configuration sub menu.
Step 2: Select Features and Options and click on Inventory tab then tick on Enable Manufacturing Features.
Step 3: Go back to Administration menu and click on Bulk Updations sub menu.
Step 4: Select Auto Generate Production Vouchers and choose One Item, Group of Item or All Item as required.
Step 5: Select Voucher Series and enter the date range .
Step 6: If the Bill of Material is not created then set Y on Generate Stock Journal Voucher if no BOM exists for an Item.
Step 7: Press Ok button to start the process.
Step 8: If any item's stock is positive then it won't generate stock for those items.
How to add, remove, and merge customer accounts in BUSY?
In BUSY, we can add and remove masters as per our requirement. If Transaction already exists of the account then not able to remove it. We have to open the account master in modify mode then press F8 shortkey for deletion.
Pls Follow the Below Steps For Account Creation:
Step 1: Administration
Step 2: Masters
Step 3: Account
Step 4: Add
Pls Follow the Below Steps For Merge Masters :
Step 1: Administration
Step 2: Bulk Updation
Step 3: Merge Masters
Step 4: Accounts
Step 5: Select Source Account - Mention the account which want to merge.
Step 6: Select Target Account - Mention the account in which want to merge the source account.
Step 7: Delete source data after merging , Either do Yes or No as per your requirement.
Note : Do this process after the Data Backup.
