Frequently Asked Questions

Yes, it is recommended to check the opening balances after carry forwarding the balances in BUSY, by using these steps :
Step 1: Go to administration menu then click on Change financial year 
Step 2: Then click on New year from and click on Ok button to create new year.
Step 3: Click on start button to start the process.
Step 4: After completing it you will get an pop-up of financial year changed successfully and click on Ok button to auto switch in the new year.
Step 5: In new year go to display menu and click on the trial balance.
Step 6: Select opening trial mismatch from previous year then open the report if no data is showing here then no balance mismatch from last year to current year.

If you want to split the financial year in BUSY, you should follow these steps:
Before you make any changes, take the latest backup of your data.
Step 1: Go to Company menu and click on Split Financial Year.
Step 2: Choose the company that you want to split the financial year for.
Step 3: Enter your username and password, if required, and select the financial year that you want to split. You will only see the first and last financial year of the company.
Step 4: If you want to remove the selected financial year from the original company after splitting, check the option After splitting delete above F.Y. from the source company.
Step 5: Click on Split to proceed. A new company will be created with the selected financial year.

If your sundry debtors opening balance is not matching with last year closing balance please follow given steps:
Step 1: Take a backup of your data then go to previous financial year by pressing F11 shortcut key
Step 2: Then run update master balance from house keeping menu in previous financial year
Step 3: Then go to administration menu and click on change financial year 
Step 4: Afterwards select financial year from and then it will ask you to carry forward the balance select it as yes and with new and changed masters 
Step 5: Then you can click on start button to start the carry forward the balances
Step 6: After completion of the process check that opening balance is matching with last year closing or not

To split the financial year from your existing company in BUSY then check the below steps:
Step 1: Take the backup of your data
Step 2: Click on Company menu and submenu Split Financial Year
Step 3: Then select the company from which you want to split the financial year and mention the company admin username and password if required
Step 4: After that choose the financial year which you want to split you can only split either first financial year or last finacial year
Step 5: Then Untick the option after splitting delete the Financial Year from the source company as If you Don't want to delete it from the source company.
Step 6: Click on Split  after that you will receive a confirmation of Spliting financial year

To split the financial year from your existing company in BUSY then check the below steps:
Step 1: Take the backup of your data
Step 2: Click on Company menu and submenu Split Financial Year
Step 3: Then select the company from which you want to split the financial year and mention the company admin username and password if required
Step 4: After that choose the financial year which you want to split you can only split either first financial year or last finacial year
Step 5: Then Untick the option after splitting delete the Financial Year from the source company as If you Don't want to delete it from the source company.
Step 6: Click on Split  after that you will receive a confirmation of Spliting financial year

The procedure to update the last years stock in the current year stock in BUSY is given below:
Step 1: First take the latest backup of your data.
Step 2: Then open company in last year financial year from where you want to update the stcok.
Step 3: Then in menu, go in administration.
Step 4: Then select the change financial year option.
Step 5; Select desired financial year.
Step 6: Click on carry forward balances.
Step 7: Select all master or new and changed master as per requirement.
Step 8: Click on start and change financial year.
Step 9: Then check the stock balances it will update.
If still issue persists first update master balances through house-keeping option then do the procedure of change financial year, or can share concern on support@busy.in

To carry forward master in current financial year that i have recently created  in previous year then follow these steps:
Step 1: Take the latest backup of your data before any process
Step 2: Go to the Administration menu and then click on Change Financial submenu
Step 3: after tht select the Previous year and change the final year or Use F11 short cut key to change Financial
Step 4: Then Go to the Administration menu and then click on Change Financial option submenu
Step 5: Now select the Financial in which you want carry forward the master
Step 6: Then select Yes option for carry forward the balance and then select new and change master option for carry forward the master
Step 7: After select the start option.

To remove the previous financial year from the company then either can split it or delete the financial year. You can split the first financial year of last financial year for the particular company.
To split the financial year follow the below steps.
Step 1: Take the backup of your data
Step 2: Click on Company menu and submenu Split Financial Year
Step 3: Then select the company from which you want to split the financial year and mention the company admin username and password if required
Step 4: Then choose the financial year which you want to split and Untick the option after splitting delete the FY from the source company as If you Don't want to delete it from the source company.
Step 5: Click on Split.

To split the financial year of your company in BUSY then check the below steps:
Step 1: Take the backup of your data
Step 2: Click on Company menu and submenu Split Financial Year
Step 3: Then select the company from which you want to split the financial year and mention the company admin username and password if required
Step 4: After that choose the financial year which you want to split you can only split either first financial year or last finacial year
Step 5: Then Untick the option after splitting delete the Financial Year from the source company as If you Don't want to delete it from the source company.
Step 6: Click on Split after that you will receive a confirmation of Spliting financial year

When you create new financial year the masters details will automatically carry forward, but if not done for any master then you can use the master synchronization utility by using these steps:
Step 1: Open your company and go to previous financial year then go to administration menu.
Step 2: Select bulk updations then click on masters synchronization.
Step 3: Choose the master type as account, item, etc then select name and key field.
Step 4: Click on load master list button and select the required masters then ok.
Step 5: Select the target financial year in which you want to carry forward the details and choose options to update master based on your requirements.
Step 6: Press ok to start the process and check after complete it.