Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
Will there be any issues if I update voucher numbers in bulk?
Yes there could be a several issues you may face if you update voucher numbers in bulk:
1. If you forget to take any field while updating voucher in bulk that is used in voucher that imformation will be removed from existing vouchers
2. If you did the improper updation you may face disturbance in voucher number
My accountant says the trial balance generated from BUSY has incorrect balances. How can I troubleshoot and identify the cause for incorrect trial balance?
Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).
I made changes in some vouchers but my reports are still showing differences. What should I do to sync and update the changes?
Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).
What processes should I run regularly to keep my accounts and reports updated with the latest data?
Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).
My account balance appears incorrect. What should I check to find the cause of the discrepancy?
Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).
The reports in BUSY are showing outdated data. How can I refresh the data?
Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).
I need help merging accounts/clients in BUSY. What is the process?
To merge your 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 entered a purchase invoice and the tax rate is showing as % instead of % for some services. Why is it picking up the wrong tax rate and how can I correct this?
To correct tax rate, 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 12% to 18% and save
My service invoice shows tax at % instead of %. How can I change the tax rate for specific services without impacting other items?
To correct tax rate, 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 12% to 18% and save
I want to set up automatic bank feeds in BUSY. What information do I need to provide and how can I get started?
There is a option for automatic transaction that is voucher replication you can use it to pass automatic transaction in bulk :
Step 1 : CLick on administration
Step 2 : Bulk updation
Step 3 : Voucher replication
Step 4 : Create template
Step 5 : Set configuration
Step 6 : Run replicate