Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
How can opening balance issues be resolved in BUSY Accounting Software when merging accounts?
If you want to merge two accounts and your financial year is in continution then source account opening balance can not be merged into target account.
If you still wish to merge then you have to split the current financial year then you can merge.
Note: Take backup of your data before making any changes.
How can I manually delete unused accounts without affecting existing entries in the software?
You can delete the multiple unused accounts at once in BUSY from the below steps.
Step 1: Take the backup of your data
Step 2: Click on Administration and then bulk updations
Step 3: Then delete unused masters option and select the required master type and click on ok for deletion with or without opening balances.
How can I delete multiple unused accounts at once in BUSY Accounting software?
You can delete the multiple unused accounts at once in BUSY from the below steps.
Step 1: Take the backup of your data
Step 2: Click on Administration and then bulk updations
Step 3: Then delete unused masters option and select the required master type and click on ok for deletion with or without opening balances.
I need help merging two accounts together. What is the process for this?
To merge two accounts together follow the below mention steps:
Step 1: Go to Aministration
Step 2: Click on Bulk Updation
Step 3: Click on Merge Master
Step 4: Select Account
Step 5: Select Source and Target account
Step 6: Click on OK
Note: You cannot merge data if source account have opening balance
How do I configure the system to auto-generate RCM vouchers in BUSY?
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
How can I update HSN codes and GST rates for multiple items together in BUSY? Is there a bulk update feature?What is the process for generating consolidated e-way bills in BUSY?
Yes there is a bulk feature to update multiple items in bulk:
Step 1 : Take backup
Step 2 : Click on administration
Step 3 : Bulk updation
Step 4 : Multiple item creation/modification
Step 5 : Modify item load list
Step 6 : Call field hsn code and GST rate
Step 7 : Update in bulk and save
Can you help me delete unused accounts in BUSY?
Yes, we will help you to delete the unused account in BUSY from the below steps.
Step 1: Click on Administration
Step 2: Then Bulk Updations
Step 3: Then Delete unused masters
Step 4: Then select the account type which you want to delete it and save it.
Note : Do this process after the data backup.
I want to set up recurring transactions in BUSY. What steps should I follow?
To set up recurring 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
Is there a default option to add rows in the multiple item creation/modification in BUSY?
To add rows in multiple item creation/modification in BUSY, follow these steps:
Step 1: Go to administration then click on bulk updation
Step 2: Choose multiple item creation/modification then click on add rows tab which appear at bottom of screen.
Step 3: Now, specify the number of rows then click on ok tab.
How do I set up and configure the recurring invoices feature in BUSY?
To set up and configure the recurring invoices feature in BUSY, you need to follow :
Step 1 : Click on administration
Step 2 : Bulk updation
Step 3 : Voucher replication
Step 4 : Create template
Step 5 : Select the process
Step 6 : Run the replication