Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
Can you help me understand the chart of accounts and how to modify it?
To modify and understand the chart of accounts, you need to follow the below steps:
You can do with two options, i.e., a single indivisual account and bulk updates.
Step for single-way:
Step 1: Go to Administration, then select Masters, then select Account, then select List, then select Screen, then select Standard, then select All Accounts, then select Relevant Information, and press OK or F2 to load the list of accounts.
Step 2: After loading the report, you can see all the accounts, then select the one you want to modify.
Steps for bulk updating:
Step 1: Go to Administration, then select Bulk Updations, then select Multiple Account Creation/Modification,
Step 2: Click on Modify Existing Master, then select the fields you want to modify and load the master.
Step 3: After loading the details, you can modify the chart of accounts.
Can I take a backup of my data and update all my items with the new tax category at once?
Yes, you can take a backup of your data in BUSY and update all your items with the new tax category at once.
To take backup of your data, follow these steps:
Step 1: Open BUSY then click on company menu.
Step 2: Choose the backup data option then select required company
Step 3: Mention the company admin username and password and click on ok tab
Step 4: Specify the path for backup and click on ok to take backup.
To update tax category 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 tax category save the window.
Is it possible to replicate single voucher for different parties in BUSY?
Yes, it is possible to replicate single voucher for different parties in BUSYby follow these steps:
Step 1: Take the latest backup of BUSY data.
Step 2: Go to the Administration tab and click on the Bulk Updations.
Step 3: Select Voucher Replication then choose single voucher for different account in replicate voucher field.
Step 4: 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 5: Click on Show Voucher List and select the voucher that you want to replicate and create template.
Step 6: Now, go back to the voucher replication window and select the voucher type and the template that you have created.
Step 7: Then, Update basis for voucher to replicate and click on replicate option.
What is the Master Synchronizer option in BUSY and how do I use it?
Masters Synchronization utility provides you the facility to synchronize Masters of one financial year to another financial year. In other words, if you want to coordinate masters of two different financial year then you can use this utility.
To use the Masters Synchronization feature in BUSY, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Bulk updattion
Step 3: Choose the Masters Synchronization then select the master type then specify the key field for same
Step 4: Afterward, load the masters and select those which you want to sync to another financial year.
Step 5: Now, mention the target financial year, tick on both common and new master of source financial year.
Step 6: Click on Ok tab and let the process complete.
I want to modify multiple vouchers at once. What is the fastest way to do this?
If you want to modify multiple vouchers at once you have two options through bulk updation utility or excel import
To modify multiple vouchers in bulk through bulk updation utility please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on bulk updations
Step 3: Then click on bulk voucher creation/modification
Step 4: By using this option you can modify multiple vouchers at once
To modify multiple vouchers in bulk through excel import please follow these steps:
Step 1: Go to administration menu
Step 2: Then click on data export import
Step 3: Then select import vouchers from excel option
Step 4: By using this utility you can modify multiple vouchers at once
What are the different options available in voucher replication?
In BUSY, you can replicate single voucher for different account, single voucher for different date and all voucher in a particular date.
To replicate voucher in BUSY, follow these steps:
Step 1: Go to the Administration tab and click on the Bulk Updations.
Step 2: Select Voucher Replication and replicate voucher option.
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, Update basis for voucher to replicate and click on replicate option.
Why modifying vouchers one by one is taking time?
When you modify vouchers one by one it will take time as compare to do in bulk because you need to open and resave each voucher. To modify vouchers in bulk, you need to follow these steps:
Step 1: Take backup of your company.
Step 2: Open your company then go to administration menu.
Step 3: Select bulk updations and click on bulk voucher creation or modification.
Step 4: Select the voucher type such as sales, purchase, etc then click on configure button.
Step 5: Here, you need to add format and configure all the fields used in the voucher.
Step 6: Select the format you have created and press F2 and you will see every field in columns.
Step 7: You can update data as per the requirements in the relevant columns then save.
