Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
When searching for a vendor account in BUSY, I'm getting multiple entries with the same name. How can I merge or clean up the duplicate vendor accounts?
If you are searching for a vendor account in BUSY and you are getting multiple entries with the same name, you can follow these steps to merge or clean up the duplicate vendor accounts:
Step 1: Go to Administration and click on Bulk Updations.
Step 2: Select Merge Masters and click on Accounts.
Step 3: A Merge Account Data window will appear. Enter your first account in the Select Source Account column from which you want to transfer your account details.
Step 4: Enter your second account in the Select Target Account in which all your data is to be transferred.
Step 5: Enable Delete Source Account After Merging Data for duplicate account to be clean-up.
Step 6: Click on OK, and after this, your account data will merge successfully.
How can I modify existing items of a group in bulk?
To modify existing items of a group in bulk, you need to follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Open your company then go to administration menu and click on bulk updation.
Step 3: Choose the multiple item creation or modification then click on modify existing master then select name in key field.
Step 4: Here, click on select fields button and select the required field by double click on them which you want to modify then save.
Step 5: Then, click on load masters button and tick on item group then select the group name.
Step 6: After that click on show list and select items then press ok. After loading item you can update details in the relevant columns then save.
How can i modiFinancial Year the master in Bulk?
To modiFinancial Year master in Bulk from BUSY, follow these steps:
Step 1: Go to administration section then click on Bulk updation menu
Step 2: Select Multiple account creation and modification for account master and select multiple item creation and modification for item master.
Step 3: Clicking on modiFinancial Year the existing master tab then select the key field.
Step 4: Afterward, Click on select field and choose the required fields as per need then save the window.
Step 5: Now load the masters and edit or update the details as per need then save the window.
Note- You cannot modiFinancial Year the item name or alias if both are not updated in master as both the master and alias mandatory in order to modiFinancial Year any one field.
What is the Bulk Updation feature in BUSY and how can I use it to change TDS payee category for parties?
In bulk updation we can change any information for all master together.like item alias ,party group and party mobile number etc.
For change payee category in bulk please follow these steps
1. Go in Administration then go in bulk updation
2. Then go in multiple account creation/modification
3. Then click on modify existing master and take name in key field
4. Click on select field take account name field and tds deductee category code field
5. Click on save then click on load master and select all account or group of account
6. click on show list and select master through manually or click on select all
7. Mention value in tds deductee category field and click on save
Note- Do any changes after take latest data backup
Can I update the unit name for all items at once instead of individually?
Yes, you can update the unit name in bulk from the below steps.
Step 1: Take the backup of your company
Step 2: Go to administration and then configuration
Step 3: Then bulk updations and select the multiple item creation and modification. click on modify existing master then select key field as name if alias is blank.
Step 4: Choose the select field button and from field available you have to choose item main unit. by using arrow key move to the field selected then save it.
Step 5: Click on load master button, press the show list button then select all or group of item as required. all the items will get load then you can change the item unit in bulk and save it.
