Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
I need to enter a recurring journal entry every month in BUSY. Is there a way to set up recurring journal entries?
To enter a recurring journal entry every month in BUSY, youn need to follow the below steps:
Step 1: Go to Administration, then choose Bulk Updations, and select Voucher Replication.
Step 2: In Voucher Replication, choose Single Voucher in Different Dates.
Step 3: Select the voucher type as Journal.
Step 4:Create a new template by clicking on the New Template option. Specify the voucher type as Journal.
Step 5:Click Show Voucher List, select the voucher series, set the date range, and load the list.
Step 6:Choose the voucher you want to replicate monthly and click OK.
Step 7:Enter a template name and save it.
Step 8:Select the template you just created and click OK.
Step 9:Specify the replication basis as Monthly.
Step 10:Set the start and end dates, define the number of copies per day, and click the Replicate option.
By following these steps, you can easily replicate journal entries every month in BUSY.
I created some items incorrectly under the wrong units. How can I move them to the correct units in bulk?
Here are the option for changing unit of item in bulk:
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
I want to standardize units of all my inventory items. How can I do it in bulk?
Here are the process of update unit of item in bulk.
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
Can i do production for an item when its stock goes negative?
Yes, you can do production for negative items in bulk by using 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.
Why is my recurring invoice not generating automatically in BUSY?
There could be several reasons why your recurring invoice is not generating automatically in BUSY. Some possible reasons could be:
Step 1. The recurring invoice feature is not enabled or properly set up in your software.
Step 2. There may be an issue with the schedule or frequency settings of the recurring invoice.
Step 3. The necessary customer or product information may be missing or incorrect.
Step 4. There could be a technical issue or bug in the software that is preventing the automatic generation of recurring invoices.
To resolve this issue, you can try the following steps:
Step 1. Check the settings and configuration of the recurring invoice feature in BUSY.
Step 2. Verify that the schedule and frequency settings are correctly set for the recurring invoice.
Step 3. Ensure that all required customer and product information is entered accurately.
How do I setup recurring invoices for repeated sales in BUSY?
Setting up recurring invoices for repeated sales in BUSY allows you to automate the invoicing process for customers with regular billing cycles. Here's a step-by-step guide on how to set up recurring invoices:
Step 1:Open BUSY and navigate to the "Voucher Series Configuration".
Step 2 :To set up recurring invoices, you'll likely need to create a new voucher type specifically for this purpose.
Step 3:Customize the settings for the recurring invoice voucher type to match your requirements. This may include specifying the fields to be included, default accounts, and any other relevant details.
Step 4 :Within the voucher type configuration, look for an option to enable recurring invoices. This option may be labeled as "Recurring" or "Repeat" invoicing.
Step 5 :Enter the details of the invoice, including line items, quantities, prices, taxes, and any other relevant information. This forms the template for each recurring invoice.
Can I edit multiple vouchers together in BUSY to link them to salesmen rather than editing each voucher individually
If you want to update salesman in multiple voucher in BUSY in bulk. Plesae follow the given steps
Step 1 Go on administration menu
Step 2 Click on bulk updation
Step 3 Click on bulk voucher modification creation
Step 4 Select here in which transaction you want to update salesman
Step 5 Then click on configure and select transaction type
Step 6 Add here format and configure this, during configuration add broker name filed
Step 7 Then go back and select trahnsaction type then select format and click on update
Step 8 Select here voucher series, and date and click on load vouchers
Step 9 Mention here broker name and save it
For further query please contact on our toll free helpline number 8282828282 or on landline 01140964096, our support executive will guide you the process
How can I import or sync data from vouchers into the monthly bills in BUSY?
You can import the data through Excel or CSV. You have to export the data from other accounting software to excel and then can import in BUSY as per the BUSY format.Excel import process done on chargeable basis from the channel partner.
Pls Follow the Below Steps for Excel Import :
Step 1: Click on Administration
Step 2: Then Data Export Import
Step 3: Then Import Vouchers from Excel
Step 4: Then Select the required Voucher Type
Step 5: Then Create the Format
Step 6: Then Configure the Format of data field as per excel column
Step 7: Specify the Excel data sheet & Import it.
Note :- Do this Process After Data Backup.
When th vouchers get import in BUSY the automatically you can check the monthly bills as per the vouchers.
How can I replicate weekly payment voucher in BUSY?
To replicate the weekly payment voucher in BUSY, 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, Select Weekly as the Basis for Voucher to Replicate
Step 7: Choose the date range between which you want to replicate the voucher and click on Replicate.
