Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - bulk updation
Why are some items showing the incorrect GST/HSN code? How can I modify the GST/HSN code for multiple items at once?
If you want to correct HSN Code in item master, you can follow these steps:
Step 1: Open BUSYand select the company you want to work with. Then, go to the Administration tab and click on the Masters.
Step 2: Under Masters, select Item and then click on Modify. This will open a list of your items that you can choose from.
Step 3: Select the item that you want to change the HSN Code for. Step 4: Click on Save to apply the changes and close the window.
Step 5: to bulk updation go to Bulk updation .
Step 6: multiple item cretion and modification Step 7 ; apply new HSN Code and save the changes
How do I update the main unit for multiple items in Bulk Updation?
To update the main unit for multiple items in Bulk, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on Bulk updation menu
Step 3: Select Multiple item creation and modification then tick on modify existing master and select Name or Alias in key field.
Step 4: Click on select fields and select the required field along with item main unit field then click on save.
Step 5: Now, Load the master and update the unit of item in window and save the details.
Note- The main unit items will not change in bulk if the master has already been used. Further, you can change the unit individually in item master.
Where can i update account master in bulk in BUSY?
You can update account master in bulk in BUSY by following below steps:
Step1: Go to Administration menu and then click on bulk updation option
Step2: Now click on multiple account creation/modifcation option and select modify existing master
Step3: Then click on select field option and here you can select any field that you want to update in bulk in the account master
Step4: After that click on load master option shown in the right side of the window and then select all account or group of account as per your requirement and click on show list option and load master
Step5: Then you can mention the updated details of account master and save the changes by click on save button
What steps should I follow for bulk item creation and modification in BUSY?
To perform bulk item creation and modification in BUSY, follow these steps:
1. Go to the "Administration" section in BUSY.
2. Look for the "Bulk Options" menu.
3. Select "Item Creation/Modification" from the options.
4. Create or modify the items in bulk using the provided template.
5. Save the template/format for future use.
6. To create new items in bulk, fill in the necessary details in the template and import it.
7. To modify existing items in bulk, make the required changes in the template and import it.
8. Ensure that the changes are reflected properly in the software.
Please note that these steps may vary slightly depending on the version of BUSY you are using.
Bulk validation of HSN codes on BUSY invoice. Is it possible?
If you want to validate HSN codes in bulk then please follow the given steps
Step 1: Go to transaction menu then GST misc. utilities.
Step 2: Then Validate HSN online then you will get window of validate HSN for
where in you have two option single and multiple HSN click on muliple HSN.
Step 3: Then validate hsn online window will open where in you will select all item
radio button then tick incluce item with blank HSN then load data so that list
of all item will be displayed then tick select all option.
Step 4: Then click on validate online then status of all HSN will be shown with
respective portal.
How to modify account masters in bulk?
If you want to modify accounts master please follow these steps:
For bulk updation follow this:
Step 1: Go to administration menu
Step 2: Then click on bulk updations
Step 3: Then click on multiple accounts creation/modification
Step 4: Then click on modify existing master option
Step 5: Afterwards select the field for which you want to do the changes
Step 6: Then load the masters and do the required changes
For excel import 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 accounts
Step 5: Then click on modify existing masters option then do the import process accordingly from excel after maintain the sheet in excel
What is the process for merging accounts in the software ?
Find out the steps to follow to merge accounts in BUSY
Note : First take backup of your BUSY data and then start the process
Step 1 : Go to administration
Step 2 : Then go to Bulk updation
Step 3 : Then go to merge masters
Step 4 : Then go to master
Step 5 : Then go to accounts
Step 6 : Then select the account which you wants you remove in source account option
Step 7 : Then select the account which you wants to use further in target account option
Step 8 : further you can enable delete source account after merging data option and start the merging process
Can you explain how to set up a repeated payment voucher to be generate automatically every month?
BUSY doesnot have any provision to generate automatic payment voucher every month, Further, you can post payment voucher for every month in Bulk by follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updation
Step 3: Click on voucher replication then select single voucher in different date in replication voucher field.
Step 4: Select the payment voucher in voucher type the click on new template.
Step 5: Now, select voucher type then click on show list and select the required voucher which you want to replicate then create template.
Step 6: Next, select the template then click on monthly
Step 7: Specify the date and click on replicate.
I am unable to combine multiple invoices with same party details. How can I do this?
To change party details in multiple invoices you can follow below steps:
Step 1: Take a latest backup of the data.
Step 2: Go to administration menu and select bulk updation option.
Step 3: Then select bulk voucher creation/modification option.
Step 4: In next window of bulk updation of inventory voucher need to click on configure button on right hand side window to configure a template.
Step 5: Select relevant option from the update voucher details i.e add or modify.
Step 6: Then click on update option to update the party details in invoice.
Stpe 7: Lastly click on save button to save the configuration.
Note: Template should be in same format as you enter the vochers which is to be updated.
What is the process for updating bulk data like accession codes and HSN codes in BUSY
To update the HSN code & accession codes 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 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 HSN code field 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 masters appearing in the table you can enter the HSN Code.
Step 7: And for any code you update in alias and save changes.