Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
I need to update HSN codes urgently before month end. Is there a way to fast track the update process?
Yes, you can fast track the update process for HSN codes in BUSY by using the bulk updation option. To update bulk hsn code in item master follow below given steps.
Step 1: Take a latest backup of the data.
Step 2: Go to administration menu and select bulk updation option.
Step 3: From bulk updation option select multiple item creation/modification.
Step 4: In the next window of mulitple item creation/modification click on select field option.
Step 5: Then select hsn code field and save button to add hsn code column.
Step 6: Then click on load data to select item to be updated either all item or group of item.
Step 7: After loading data click on save button to save the change in bulk.
How can I merge or delete duplicate customer records in BUSY?
In BUSY, we can delete masters as per our requirement if no vouchers exists of that account. If vouchers 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 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.
How can i transfer or sync account in last financial year from current year?
You can transfer or sync account in last financial year from current year by following below steps:
Step1: Go to administration menu and then click on bulk updation submenu
Step2: Now click on Master synchronization option and select master type as account and in key field select name
Step3: Then click on load master list and select all account or group of account as per your requirement and then click on show list option and select accounts and press ok
Step4: Now select target financial year in which you want to update master and then select other required option as per your need and press Ok
Step5: After completing the process a confirmation message will appear on the screen and then you can check the updated account in last year
Can you show me how to select a field to modify an items name or alias in bulk?
If you want to change name or alias for multiple items in bulk, you need to follow these steps:
Step 1: Open your company then go to Administration.
Step 2: Select Bulk Updations and click on Multiple Item Creation / Modification.
Step 3: Click on Modify Existing Masters and select then Key field as Name if you want to change alias or select Key field as Alias if you to change name.
Step 4: Here, click on Select Fields and choose the name or alias and other required field which you want to update
Step 5: Now, Load Master and update the changes in the relevant column then save.
Note: Take backup of your data before making any changes. To change the name alias should be updated in the item masters.
