Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
Does BUSY allow scheduling auto-billing on specific dates?
Yes, you can auto generate voucher for specific dates by using the feature of replication. To use the voucher replication feature in BUSY need to follow below mention steps.
Step 1: Take a latest backup of the data.
Step 2: Go to administration menu then select bulk updation option.
Step 3: In bulk updation option select voucher replication.
Step 4: In next window of voucher replication select the replicate voucher basis and create new template then select the frequency to replicate.
Step 5: Then click on replicate button to replicate voucher.
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.
How do I create a template for making daily bills in BUSY Accounting Software?
To create a template for making daily bills in BUSY, you need to follow 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 that voucher of which you want to create template then press OK and mention the template name then save.
How do I update my items with a 6-digit HSN code in bulk?
To update 6 digit HSN code in item in Bulk, you need to follow these steps:
Step 1: Open your company then go to Administration tab.
Step 2: Select Bulk Updations and click on Update Item Tax Category / HSN Code.
Step 3: Tick on HSN Code and can select All Items, Group of Items or Selected Items.
Step 4: You can filter on existing HSN Code and mention the 6 digit HSN Code in New HSN Code Field then save.
Note: Take backup of your data before doing this process.
I need help merging two accounts or transferring funds between accounts.
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.
Where can I find the option to update the HSN code in multiple items in BUSY?
To update the hsn code in multiple items in BUSY, follow these steps:
Step 1: Take backup of your data.
Step 2: Open your company then go to Administration tab.
Step 3: Select Bulk Updations and click on Update Item Tax Category / HSN Code option.
Step 4: Tick on HSN Code and can select All Items, Group of Items or Selected Items as per the requirements.
Step 5: You can filter on existing HSN Code and mention the 6 digit HSN Code in New HSN Code Field then save.
How can I enter purchase rates for items in BUSY Accounting Software while doing bulk updation?
To enter purchase rates of items 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 or Alias.
Step 4: Then, Select Fields and choose then purchase price field and save.
Step 5: Now, Load Master and enter the purchase price in the relevant column then save.
Note: Take backup of your data before making any changes.
Can I auto-create an invoice from a challan in BUSY? If not, what is the solution?
Yes, you can auto create an invoice from a challan in BUSY by 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 auto creation of invoice challan then click on invoice from challan.
Step 4: Mention the voucher type, series, challan type, starting and ending date.
Step 5: Select the party range then click on show challan and select the required challan.
Step 6: Mention the sales series, sales type then click on generate.