Frequently Asked Questions

To update the letter case of my item names without manually editing each one,please follow below steps: 
Steps for Import Master from Excel:
Step 1:   go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Master from MS Excel option and select the type of master that you want to import, such as Items, Accounts, etc. 
Step 3: Here, you need to map the fields in BUSY with the columns in Excel. 
Step 4: After mapping all the columns, select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete.

To import data from excel in BUSY, follow these steps:
Step 1: Go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the required voucher type.
Step 3: After selecting the voucher type, click on the configure button and create a format for the voucher. 
Step 4: Then, map the fields in BUSY with the columns in Excel. You can select the fields from the drop-down list and match them with the Excel columns. 
Step 5: Select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete

To import voucher from excel in BUSY, follow these steps:
Step 1: Go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the required voucher type.
Step 3: After selecting the voucher type, click on the configure button and create a format for the voucher. 
Step 4: Then, map the fields in BUSY with the columns in Excel. You can select the fields from the drop-down list and match them with the Excel columns. 
Step 5: Select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file. Then, click on the Import button and wait for the import process to complete

If you have imported a sales voucher, but it is not reflecting in the software, consider the following steps to troubleshoot and resolve the issue: 
 1. The import process to ensure that it was completed successfully. Verify that the data file used for import is in the correct format and contains the necessary information. 
 2. Confirm that the data in the imported file is mapped correctly to the corresponding fields in the software. 
 3. Check any error messages or notifications that might have occurred during or after the import. These messages can provide insights into why the voucher is not reflecting as expected. 
 4. If the issue persists contact customer support for further assistance.

Customization in report is available for an extend within the BUSY, to apply customization follow below steps:
Step 1: Open report in which you want to add any additional value
Step 2: Click on custom column option, available for standard model only
Step 3: Add format and configure new columns and rows
Step 4: To view effect reload report with newly added format
Step 5: Click on the export button or press ALT+E on your keyboard to open the export window.
Step 6: Choose the file format that you want to export your data to, such as Excel, CSV, PDF & Google Sheet. You can also change the file name and location if needed.
Step 7: Click on the OK button to export your data.

If the transactions are not matched then you need to check the format which you have configured in the excel and the column which you have configured in the BUSY as per excel should be same.
 Pls Follow the Below Steps for Excel Import : 
 Step 1: Click on Administration 
 Step 2: Then Data Export Import 
 Step 3: Then Import Vouchers from Excel 
 Step 4: Then Select the required Voucher Type 
 Step 5: Then Create the Format 
 Step 6: Then Configure the Format of data field as per excel column 
 Step 7: Specify the Excel data sheet & Import it. 
 Note :- Do this Process After Data Backup.

Yes, you can export voucher data to Excel from BUSY, make changes to the data in Excel, and then import it back into BUSY. By following steps:
For export option:
Step 1: Go to transactions
Step 2: Select voucher you want to export and modify
Step 3: Go to list option
Step 4: Configure that lost as per the requirement.
Step 5: Click on export button on top
Step 6: Then export in excel.
Now we can make changes as per our need.
Now import steps are below:
Step 1: After all changes configuring excel data. 
Step 2:Go to Administration 
Step 3: Data Export Import
Step 4: Import voucher/Master from excel. 
Step 5: We need to configure excel structure in BUSY. By selecting each and every data column.

To ensure the accuracy and integrity of the data during the import process in BUSY, you need to follow these steps:
 Step 1: For excel import, make sure the excel sheet has correct data and matches the format set in BUSY.
 Step 2: Specify the correct excel sheet path, number, and row range to avoid importing wrong or incomplete data.
 Step 3: For XML import from another company, make sure both companies have the same configuration to avoid errors during import.
 Step 4: For Tally XML import, make sure all the required data is successfully exported from Tally.
 Step 5: If the data size is large in Tally, export it in parts and import it in BUSY.

Yes it is possible to import bank statement into BUSY for reconcilation 
 To import bank ststement in BUSY you need to follow the steps
 Step1 go to administration menu and click on data export Import 
 Step2 Click on import vouchers from excel and select import voucher type as Receipt or payment which ever 
 you want to import then click on select format configure option 
 Step3 Create a excel template as per your bank statement data available in excel and make sure all 
 colums head should be same as per excel and BUSY and save 
 Step4 select the excel file path sheet number and row number to import and click on import

To customize forms templates and working flow in BUSY you should follow the steps 
1 go to administration menu and click on data export import 
2 click on import voucher from excel 
3 select the voucher type and click on configure to create new template 
4 then select the specific voucher and add to create a template name and save 
5 select the new template name and click on configure 
6 make yes on show default components and make your excel template as it is shown 
in here and save it 
7 then select other details in the excel import form and set the path of excel template and set 
sheet number row number and save