Frequently Asked Questions

In BUSY, when you create new financial year then all items will transfer from previous year to next year automatically. Further if some items have not been carry forwarded then you can follow these steps:
Step 1: Take backup of your company.
Step 2: Open your company and go to previous financial year then go to administration menu.
Step 3: Select bulk updations then click on masters synchronization.
Step 4: Choose the master type as item then select name as key field.
Step 5: Click on load master list button and select the required accounts then ok.
Step 6: Select the target financial year as next financial year.
Step 7: Press ok to start the process and check after complete it.

In BUSY, when you create new financial year then all accounts will transfer from previous year to next year automatically. Further if some accounts have not been carry forwarded then you can follow these steps:
Step 1: Take backup of your company.
Step 2: Open your company and go to previous financial year then go to administration menu.
Step 3: Select bulk updations then click on masters synchronization.
Step 4: Choose the master type as account then select name as key field.
Step 5: Click on load master list button and select the required accounts then ok.
Step 6: Select the target financial year as next financial year.
Step 7: Press ok to start the process and check after complete it.

If any party master is not existing in current year but exist in previous financial year then follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updations.
Step 3: Choose master synchronization then select account in master type, name in key field.
Step 4: Click on load master list then click on show list and select master.
Step 5: Select required financial year in target financial year in which you want to synchronize account details then tick on both common and new masters of source financial year.
Step 6: Tick on update master group if you want to update master groups then click on ok tab. 

to bulk modify Invoice dates for multiple invpoice see the Step 
 Step 1 : Go to Administration then Bulk Updations click onBulk Voucher Creation / Modification Option 
 Step 2 : Select Voucher Type Sales then in Select format Click on Configure select sale Click on Add format Option CReate New Format after select format click on Configure and load defauly components click on save 
 Step 3: after Select format Click on Modify Existing Voucher Option then Click on update tab 
 Step 4: in Modify Sales Voucher Windows Select Voucher Serise and to from Date 
 Step 5: after Select date Click on Load Voucher Modify Bill date and save

Yes, you can update the unit of item master in bulk if the particular item is unused otherwise, you need to modify unit manually in item master. follow these steps  to update unit in bulk:
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.

If you want to add opening stock of all 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 or Alias.
Step 4: Here, already a column appear of Op. Stock if not showing you can add it by click on Select Fields.
Step 5: Now, Load Master and enter the opening stock in the relevant column then save.
Note: Take backup of your data before making any changes. Opening balance can be add or modify in the begining financial year of the company.

To enter purchase entries for multiple parties through bulk updation in BUSY, follow these steps:
Step 1: Take the latest backup of your data.
Step 2: Go to administration section then click on bulk updation tab.
Step 3: Choose bulk voucher creation / modification then select purchase or supply inward in select voucher type field then click on configure tab.
Step 4: Click on purchase or supply inward then click on add new and create a format.
Step 5: Now, select the format and configure it by specify required field from drop down then save it.
Step 6: Next, Click on add new voucher, specify newly created format, click on update then specify the voucher details and save it.

To tag voucher template with master in BUSY, follow these steps:
Step 1: Go to administration section then click on bulk updation option.
Step 2: Choose set voucher as template then select voucher type and click on show voucher list.
Step 3: Now, mention voucher series, starting and ending date ,click on show list ,select the voucher then save it.
Step 4: Enter template name then select the created template and click on ok tab.
Step 5: Next, Select voucher template tagging from bulk updation option.
Step 6: Here, Tick on account and specify the account master, select required voucher type with template then tick on header entries, items entries, BS entries as per need and save the configuration.

To change group of account in bulk in BUSY follow below steps:
Step1: Firstly take backup of the company data
Step2: Go to Administration menu and then click on bulk updation submenu
Step3: Then click on multiple account creation or modification option and select modify existing master and click on select fields shown in the right side of the screen
Step4: Now select field ACC_GROUP and press right side arrow and save the configuration 
Step5: Then click on Load masters option and select all account or group of account as per your preference and click on ok 
Step6: Now specify correct group of account in the required column and save the changes by click on save button

To tag voucher template with voucher in BUSY, follow these steps:
Step 1: Go to administration section then click on bulk updation option.
Step 2: Choose set voucher as template then select voucher type and click on show voucher list.
Step 3: Now, mention voucher series, starting and ending date ,click on show list ,select the voucher then save it.
Step 4: Enter template name then select the created template and click on ok tab.
Step 5: Next, Select voucher template tagging from bulk updation option.
Step 6: Here, Tick on account and specify the account master, select required voucher type with template then tick on header entries, items entries, BS entries as per need and save the configuration.