Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
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.
Save changes to HSN code in an item in BUSY. Troubleshoot.
If you want to change the HSN code for an item, follow these steps:
Step 1: Go to Administration, click on Masters, and select Item Master.
Step 2: Click on Modify, enter the name of the item, change the HSN code, and save.
Step 3: If you want to modify HSN codes in bulk, go to Administration, and click on Bulk Updation.
Step 4: Select Update Item Tax Category/HSN Code, then select the HSN code.
Step 5: It will show the HSN code to be updated. Select the group of items or specific items as needed.
Step 6: If you want to update the HSN code, press 'Y' to filter by the HSN code, enter the new HSN code, and save.
How do I bulk update accession codes in masters in BUSY?
If you want to update any code Account / Item Master, then you can update in Alias.
To update the account alias in bulk, you need to follow these steps: (Make sure to take backup of your data before making any changes).
Step 1: Go to Administration menu and click on Bulk Updations.
Step 2: Select Multiple Account / Item Creation / Modification and click on Modify Existing Master.
Step 3: Choose Name in the Key Field and click on Select Fields.
Step 4: Search the field where you mentioned that code and double on that to select it and save.
Step 5: Click on Load Master, you can load either ALL or Group.
Step 6: After master appearing in the table you can update and save changes.
I imported my inventory list into BUSY but now all the costs are wrong. How can I update the cost information for multiple items at once?
If you want to update the price of multiple items at once please follow these steps:
For excel follow this:
Step 1: Go to administration menu
Step 2: Then click on data export import
Step 3: Then click on import masters from ms excel
Step 4: Then click on items
Step 5: Then tick the modify existing masters
Step 6: Select the required fields and make excel sheet to import data for price and cost modification in item master select excel file
Step 7: Afterwards proceed for the import process
For bulk updations follow this:
Step 1: Go to administration menu
Step 2: Then click on bulk updations
Step 3: Then click on multiple item creation/modification
Step 4: By using this option you can update price for the multiple items
How to correct errors made in opening entries?
Opening balances can be rectified or edit only begining of the Year. Means in which year company get created. Please follow steps how to correct opening balances in bulk or single
For Bulk correct please follow below mention steps:- Click on
Step 1:- Administration Tab,
Step 2:- Bulk Updation,
Step 3:- Multiple Accont Creation/ Modification "Or" For items- Multiple Item Creation/ Modification,
Step 4:- Modify Existing Master "Or" Item
Step 5:- Load Master "Or' Item
Do the changes in theOpening balances.
Note:- Please Take backup first
For Single Item or Master opening balance modification follow below mention steps:- Click On
Step 1:- Administration tab,
Step 2:- Masters,
Step 3:- Account
Step 4:- Modify,
Step 5:- Select master and change in opening balance.
Short Cut Key for Modification is "Alt+M"
Ledger Opening Showing invalid Amount what to do ?
If the ledger opening shows an invalid amount, you need to check and follow the below steps:
Step 1: Switch to the previous financial year.
Step 2: Go to the housekeeping option and update the master balance.
Step 3: After updating the balance, go to Administration, then select Change Financial Year. In this, click on your current year in which you want to check your opening balances.
Step 4: And then it will ask, Do you want to carry forward the balance set? Yes, and carry forward balance in all masters.
Step 5: Then click on the strat tab to start the process.
Step 6: It will carry forward your entire closing balance to the next financial year and show you the valid opening balances.
How do I update item sales price in Bulk in BUSY?
To update item sales price in bulk in BUSY, 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, item sales price field and other as per requirement.
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.
