Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
How can I update 4 digit hsn in item master in Bulk?
To update 4 digit HSN in item master in Bulk, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on master menu.
Step 3: Select Bulk updation then Choose Check/update item hsn/tax category.
Step 4: Select the item master range then you can update the hsn and save the window.
How do I determine which item is the source item for merging and what happens to the opening balance?
To determine the source item for merging in BUSY Accounting software, you need to designate a main specific item as the target and the item you wish to merge as the source. The opening balance of the source item will be added to the opening balance of the target item only in the beginning financial year.
How can I find the admin user to access the merge account option in bulk updation?
If you are unable to see Merge Master option the might be you are logged in your company from the sub user, in that case you need to login your company from Super / Admin user. If you do not have admin user access then you need consult with with that person who created the company.
Can I merge multiple inventory items with different batch numbers?
Yes, you can merge multiple inventory items with different batch numbers in BUSY by designating a main specific item as the target and the item you wish to merge as the source. However, it's important to note that when you merge items, the opening balances associated with them will not be combined; they will remain separate.
Customize voucher templates in BUSY.
Yes, you can Customize voucher templates in BUSY ,you need to follow :
Step 1 : CLick on administration
Step 2 : Bulk updation
Step 3 : Voucher template tagging
Step 4 : Set voucher template for the voucher you need to do
Step 5 : Select voucher type
Step 6 : tag voucher template tagging
I need help merging duplicate customer profiles in BUSY.
To merge your duplicate accounts in BUSY you can follow this steps:
Step 1: Go to administration menu
Step 2: Then click on bulk updations option
Step 3: Then click on merge masters option and click on account
Step 4: now you will be able to merge masters but before proceeding take the latest backup of your data
I need to edit a sales invoice to change some items from goods to services. What is the best way to do this without impacting the overall invoice amount?
To change the goods to services, go to:
Step 1 : Take backup of your company
Step 2 : Click on administration
Step 3 : Bulk updation
Step 4 : Multiple tax category creation/modification
Step 5 : MOdify master and load list
Step 6 : Change type in bulk from goods to services and save
I need help merging duplicate customer records in BUSY. What is the process for doing this?
If you want to merge different duplicate customer records in BUSY please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on bulk updations
Step 3: Afterwards click on merge masters
Step 4: Then click on account
Step 5: Specify source and target account and proceed
I need help to merge duplicate party records in BUSY. Who can assist me?
To merge your duplicate party in BUSY you can follow this steps:
Step 1: Go to administration menu
Step 2: Then click on bulk updations option
Step 3: Then click on merge masters option and click on account
Step 4: now you will be able to merge masters but before proceeding take the latest backup of your data"
How can I update pricing details in bulk for multiple inventory items at once?
update pricing details in bulk for multiple inventory items at once then follow these steps
1. go to the bulk updation under administration menu
2. then multiple item creation/modification
3. then select master creation/modification basis as modify existing master
4. load item list
5. and update all masters price in bulk at once. then save it.