Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
How do I select "All Accounts" in the bulk update section for updating opening balances?
To select all account in bulk updation section, Follow the below steps:
Step 1: Go to administration then Bulk updation
Step 2: Select multiple account creation/ modifications
Step 3: Select modify existing master and key field
Step 4: Then go to select field and choose field for the information you want to modify
Step 5: Now go to load master and select account and press ok
Step 6: all master will show in list change the required information then and save
I want to merge some items in BUSY, what should I do?
In BUSY, you can merge two items in BUSY by follow these steps:
Step 1: Take the latest backup of data.
Step 2: Open your company then go to Administration menu.
Step 3: Click on Bulk Updations then click on Merge Masters and select item.
Step 4: Select the Source and Target master and set Y on option available Delete Source item After Merging Data if you want to delete the source item.
Step 5: Click on Ok to proceed and check after complete it.
How to auto-generate sale bills on BUSY? What is the process?
Here are the steps to auto generate sale bill :
Step 1: Go to Administration menu
Step 2: Click on Bulk updation option
Step 3: Then click on auto creation Invoice/Challan
Step 4: Then click on Invoice from challan or order
Step 5: Then select voucher details and click on show challan or order option
Step 6: Then Click on Select All and specify sale type in Invoice to be created option then click on generate button to start auto generation of invoice
If there are duplicate parties in BUSY Accounting Software, how can I merge them?
To merge duplicate parties in BUSY follow below steps:
Step1: Firstly you need to take backup of your data
Step2: Then click on administration menu and click on bulk updation option
Step3: Now select merge masters section and click on accounts option
Step4: Here you are select source account in the respective field, which you want to replace with correct one
Step5: Then select the correct account in the target account option and enable other option as per your need and press on ok.
How can I delete unused account with zero balances related to tax?
To delete unused account with zero balance related to tax in BUSY, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updation tab.
Step 3: Select delete unused masters then choose Account in select master type for deletion field.
Step 4: Click on group of account in account deletion for then select duties and taxes group.
Step 5: Specify N for delete accounts with opening balance and click on ok tab.
How can I merge two ledger accounts for the same party?
If you want to merge two accounts in BUSY, you need to follow these steps:
Step 1: Open your company then go to Administration menu.
Step 2: Click on Bulk Updations then click on Merge Masters and select Accounts.
Step 3: Select the Source and Target master and if you wish to delete the source master then set Y on option available.
Step 4: Click on Ok to proceed and check after complete it.
Note: Take backup of your data before doing this process.
What should I do if I have already made a transaction with an item and now want to merge it with another item?
If you have made transaction with an item and now you want to merge that item with another master then follow these steps:
Step 1: Take a latest backup of the data.
Step 2: Go to administration menu and seleck bulk updation.
Step 3: Click on merge master then select item.
Step 4: Mention the source and target master to be merge.
Step 4: Specify Y/N according to your need on delete source item after merging data.
Step 5: Then click on ok button.
Can I enter item opening stock and amount for multiple items at once or should I do it one by one?
You can enter item opening stock and amount in bulk by following these steps :
Step 1: Take data backup from company menu bakcup data
Step 2: Now login company and go to administration
Step 3: Click on Bulk updations select multiple item creation or modification
Step 4: Select modify master in select field select opening stock and opening amount field and load item master and now update the item opening stock and amount in bulk and click on save button.
I have duplicate party names for the same GSTIN in BUSY. How do I fix this?
To fix the issue of duplicate party names in BUSY you can use the merge masters option follow below steps to use merge masters option:
Step 1: Take a latest backup of the data.
Step 2: Go to administration menu and select bulk updation option.
Step 3: Then select merge masters option and then select accounts option.
Step 4: And then mention source and target master and mention Y/N in delete source master after merging data.
Step 5: Then click on ok button.
How do I merge two items in my stock?
To merge two items of stock in BUSY, follow these steps:
Step 1: Take the latest backup of data.
Step 2: Open your company then go to Administration menu.
Step 3: Click on Bulk Updations then click on Merge Masters and select item.
Step 4: Select the Source and Target master and set Y on option available Delete Source item After Merging Data if you want to delete the source item.
Step 5: Click on Ok to proceed and check after complete it.