Frequently Asked Questions

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

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.

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.

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. 

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.

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

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.

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.

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.

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