Frequently Asked
Questions
Find Solutions to Common Issues Related to data-conversion - voucher import export
How can I customize validations, numbering formats, and automatic document generation in BUSY according to my business needs?
Customizing validations, numbering formats, and automatic document generation in BUSY can be crucial for aligning the software with your specific business needs. The level of customization available may depend on the version of BUSY you're using, but here are some general steps to help you get started:
Step 1 ;...
How do I import transactions from my bank into BUSY
BUSY does not have a default option to directly import bank data into the software. However, you can import bank transactions from an excel sheet that you have prepared for entries such as receipts, payments, etc.
Steps for Import Vouchers From Excel:
Step 1: Open BUSY and select the company...
What steps are necessary for importing data from Excel into BUSY?
These are the steps that are necessary for importing data from Excel into BUSY.:
Step 1: Go to Administration Menu
Step 2: Click on Data Export Import option
Step 3: Click on Import voucher from excel
Step 4: Select Voucher Type
Step 5: Select Format if not created then click...
How do I import my existing data into BUSY? What file formats does it support?
The term "unrecognised database" typically refers to a situation where a database management system or application fails to recognize or open a database file due to various reasons. The specific reason for an "unrecognised database" error can vary depending on the context and the software involved.
Cause 1 : Network...
Resolving issues causing a failed export of reports from BUSY and steps to troubleshoot and resolve the problem?
To resolve issues causing a failed export of reports from BUSY, you can follow these troubleshooting steps:
Step:1Check the file format: Ensure that you are exporting the reports in a compatible file format, such as Excel or PDF.
Step:2 Verify file permissions: Make sure that you have the necessary permissions...
I want to sync my inventory and account data between BUSY software and another application on a daily basis. What is the process to set up daily ad-sync?
To sync my inventory and account data between BUSY software and another application on a daily basis BUSY invoices in bulk using the Data Export Import feature:
Step 1 : Need to create a spreadsheet (e.g., Excel) that includes columns for the necessary information, such as invoice numbers and corresponding serial numbers.
Step 2 : Under the Administration menu, you should find the Data Export Import or a similar option. Click on it to proceed,
Step 3 : Within the Data Export Import menu, you'll typically have options for both Masters and Vouchers. In this case, you'll want to choose Vouchers since you are working with invoice data.
Step 4 : Click on the Vouchers option to initiate the bulk import for invoices.Browse your computer to select the Excel file that contains your serial number data. This file should be structured with columns for invoice numbers and serial numbers.
Step 5 : After mapping the fields, review your choices to make sure everything is correctly matched. Then, proceed to start the import process.
Step 6 : BUSY will display the progress of the import. Depending on the size of your data, this may take some time.
How to import data into BUSY from Excel/CSV?
In BUSY, we can import data of Masters and Transactions from Excel/CSV
Pls Follow the Below Steps for Masters Import Process :
Step 1: Click on Administration
Step 2: Then Data Export Import
Step 3: Then Import Masters from MS Excel
Step 4: Then Select Items or any other master as per your requirement.
Step 5: Cick on New Masters, If masters are not in BUSY and If we click on Existing Masters then it will do modification as per your requirement.
Step 6: Select the required field and excel column then move it to the Field as connected by clicking on arrow.
Step 7: Mention the Excel Sheet path and import it.
Pls Follow the Below Steps for Vouchers Import Process :
Step 1: Administration
Step 2: Data Export Import
Step 3: Import Vouchers from Excel
Step 4: Select the required Voucher Type
Step 5: Create Format
Step 6: Configure Format of data field as per excel column
Step 7: Specify the Excel data sheet & Import it.
Note :- Do Process After Data Backup and it is done on chargeable basis direct from Company end and from the Channel Partner.
How to configure GST setup in BUSY? How can we export data in Excel from BUSY?
To configure GST setup in BUSY, you can follow the below steps:
Step 1: Go to administration then click on configuration tab.
Step 2: Then click on Features and option menu and select GST/VAT tab from it.
Step 3: First enable GST/VAT reporting option and Set the type as GST.
Step 4: Provide the GSTIN, GST portal username, dealer type, and return filing frequency.
Step 5: Save the GST configuration to apply the changes.
In BUSY, exporting the entire dataset to Excel in a single command is not supported. However, individual reports can be exported to Excel. To export a specific report, you need to follow these steps:
Step 1: First , generate the report you want to export in excel from BUSY.
Step 2: Press the shortcut key ALT+E to initiate the export command in BUSY. From the export options, select the data format as Microsoft Excel.
Step 3: After selecting the Microsoft Excel format, specify the location where the Excel file should be generated.
Step 4: Once the location is set, click on the Ok button to confirm. The exported Excel file will be created in the specified location.
I imported data into BUSY but it looks wrong, how can I fix it?
If you have imported data from Excel to BUSY and it looks incorrect, don't worry, there are some easy steps to follow for rectification.
Step 1: If tax is not showing in the voucher and you have applied the sale or purchase type as item-wise, then you need to modify the vouchers in bulk from Administration, then select the Data Export/Import option and finally select the Import Data from Excel option.
Step 2: Click on the Select Voucher Type button and choose the format. Then, click on the Modify Existing Vouchers option.
Step 3: Now, tick the Tax Amount and Item Amount within the auto-calculate amount option.
Step 4: Click on the Import button and select "Yes" to Overwrite All. Your tax will start showing automatically with other details.
If you have applied the sale or purchase type as Multi-Rate, then you have to maintain bill sundry name, percentage, and amount fields in the Excel import template and in Excel itself.
If there are any error messages that appear while importing the voucher, let us know, and we will assist you more accurately.
Is there a way to import data or vouchers through an Excel spreadsheet to avoid having to enter each one manually?
Yes, it is possible to import vouchers through an Excel to avoid manual entry in BUSY Software.
To import voucher from excel, you can follow the below steps:
Step 1: Open your company then go to the Administration tab and click on the Data Export Import.
Step 2: Choose the Import Vouchers from Excel option and select the type of voucher.
Step 3: After selecting the voucher type, click on the configure button.
Step 4: Create a format for the voucher. 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: After mapping all the columns, select the Excel File Path and enter the Starting & Ending Row and Sheet Number of your Excel file.
Step 6: Then, click on the Import button and wait for the import process to complete.
Note- Take the latest backup of data before any process.
Please also refer to document and video tutorials for know more about the import process.
