FrontAccounting/C2/Setup-in-FA/English-timed

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Time Narration
00:01 Welcome to this tutorial on Set Up FrontAccounting.
00:06 In this tutorial, we will learn:
00:09 FrontAccounting interface,
00:12 various modules in the Setup tab.
00:15 Also, we will learn how to:
00:17 create our own organization or company,
00:21 setup user accounts,
00:24 setup access permissions,
00:27 and setup display.
00:30 To record this tutorial, I am using
00:33 Ubuntu Linux OS version 14.04
00:38 and FrontAccounting version 2.3.24
00:43 To follow this tutorial, you should have
00:45 knowledge of higher secondary commerce and knowledge of Accounting.
00:51 Let us start by opening the FrontAccounting interface.
00:55 Click on the browser, type: localhost slash account and press Enter.
01:03 The login page appears.
01:06 Recall, during installation, we had created admin user.
01:12 So here, type username as adminand password as spoken.
01:20 Then click on Login button.
01:24 The FrontAccounting window opens.
01:27 Standard modules have been provided in FrontAccounting.
01:32 The various modules are:

Sales Purchases Items and Inventory Manufacturing Dimensions Banking and General Ledger and Setup

01:45 We will learn about all these modules in the upcoming tutorial.
01:50 Let us start with the Setup tab in FrontAccounting.
01:54 The setup tab is used for Company Setting,
01:58 Parameters, default values and preferences are entered in this option.
02:05 Click on the Setup tab.
02:08 We can see the default icons which have to be filled to Setup a company. They are :
02:15 Company Setup

User Accounts setup Access setup Display Setup Fiscal Years

02:24 Let us create a new organisation or Company by clicking on the Company Setup icon.
02:30 In the Name field, by default, we can see the name of the company ST COMPANY PVT. LTD.
02:37 This is because we had given this name during installation.
02:42 But here you can also change the name based on how you want it to appear in the reports.
02:49 I will keep the same name.
02:52 Scroll down.
02:54 Since my company is in India, I will setup the Home Currency to Rupees.
03:00 We will be using this information later in this tutorial.
03:05 In the Home currency field, click on the drop-down menu.
03:09 A list of options will appear.
03:12 But Rupees is not avialable in the list.
03:16 Let us see how to add a new currency to the list here.
03:21 Click on the Banking and General Ledger link in the top menu.
03:26 In the Maintenance panel, click on Currencies.
03:30 A new window appears.
03:33 Type 'INR' in the Currency Abbreviation field and Rs in the Currency Symbol field.
03:42 In the Currency Name field, enter Rupees.
03:46 In the Hundredths Name field, enter Hundred and in the Country field, enter India.
03:54 Now click on Add new button.
03:58 We can see a message New currency has been added.
04:02 Let us go back to the Company Setup page.
04:05 For this, click on Setup in the top menu and then on Company setup icon.
04:12 In the Address field, You have to give your company’s address.
04:17 In the Phone No. field, you have to give your company’s phone number.
04:22 In the E-mail address field, give your company’s official email-id.
04:28 Click on the Home Currency drop-down box.
04:31 We can now see Rupees in the list.
04:34 Select Rupees.
04:36 Now, I will do the setup of fiscal year.
04:40 When you create a new Company, you should check that the Fiscal Year is set up correctly.
04:46 By default, FrontAccounting software shows the fiscal year from January to December.
04:53 This is not suitable for companies and organisation in India.
04:58 So here, we can create our own financial year which is from April to March.
05:05 Click on Update button to save the entries.
05:10 Let us change the Fiscal Year to Financial Year.
05:14 Click on the Setup tab of FrontAccounting.
05:18 Click on to the Fiscal Years icon.
05:21 You can see that the Fiscal year begins from 01 January 2015 to 31 December 2015.
05:30 First, I will create a dummy period for 3 months from 01 January 2016 to 31 March 2016.
05:38 This is because, we have to fill the gap between
05:42 the Fiscal year i.e. 1st January 2015 to 31st December 2015
05:50 and the Financial year which is from 1st April 2016 to 31st March 2017.
05:58 I will select the 3 months dummy period from 01 January 2016 to 31 March 2016.
06:08 Now, click on the Add New button.
06:12 Here, you can see the dummy period is created.
06:16 A message appears and it says -“New Fiscal year has been added”.
06:22 Then, I will type the next financial year, from 1 April 2016 to 31 March 2017.
06:31 Again, click on the Add new button.
06:35 Here, you can see the Financial Year has been created.
06:39 Once again, the same message appears -“New Fiscal year has been added”.
06:45 Now, we need to update these changes in the Company setup.
06:50 Click on the Setup tab.
06:52 Then click on the Company Setup icon.
06:55 Under Fiscal year field, click on the drop-down menu.
06:59 Select the current Financial Year.
07:02 Click on the Update button.
07:05 A message appears and says - “Company Setup has been updated”.
07:11 Now, we have to close and delete the fiscal year and the 3 months dummy period,

except the current financial year.

07:19 I will demonstrate the same.
07:21 Again, click on the Setup tab.
07:24 Click on the Fiscal years icon.
07:27 We can see the Fiscal year from 1st January 2015 to 31st December 2015.
07:35 Click on Edit icon, then select Yes from the Is Closed drop-down menu.
07:43 Click Update button.
07:46 A message appears - “Selected fiscal year has been updated”.
07:51 Now, I will click on the cross sign (X) for deleting the year.
07:56 A dialog box appears to confirm. Click on the Ok button.
08:02 A message appears as “Selected fiscal year has been deleted”.
08:07 Likewise, I will remove the dummy period also.
08:18 Now you can see, the current Financial Year has remained.
08:23 Here, you will see the updated Financial Year in pink colour.
08:28 Thus, we have updated the Company Setup.
08:32 Again click on the Setup icon.
08:35 Click on the User Accounts Setup.
08:38 We can see the admin user login information such as-
08:41 Full Name , Email, Access Level etc.
08:46 Recall, these information are entered during the installation.
08:51 Let us create a new user login.
08:54 In the User login field, I will type sheetalvp as a new user.
09:00 Type the password in the password field.
09:04 In the Full Name field, I will type Sheetal Prabhu.
09:08 In the Telephone No field, I will type my phone no.
09:12 Next is Email Address.
09:15 I will type sheetalvp@ spoken-tutorial.org
09:22 In Access Level field, click on the drop-down menu and select Sub Admin.
09:28 In the Language field, by default, the drop down menu option is English.
09:34 Here, POS means Point of Sale.
09:38 We will keep the Default option.
09:41 Click on the Printing option drop down menu.
09:44 I will select Browser printing support.
09:48 Next, by default, the checkbox is checked for Popup window for the reports option.
09:55 Click on Add new button.
09:58 We can see the message ‘A new user has been added’.
10:02 We can also see that the new user is added in the panel below the admin.
10:08 Again, click on the Setup icon.
10:12 Next, let us see Access setup
10:16 Click on the Role drop down menu.
10:19 I will select Sub admin.
10:22 We can see the default access given for a Sub admin to use. Scroll down.
10:28 We can see the permissions available for the sub admin.
10:33 You can also check or uncheck the boxes as required for the Sub admin to use.
10:39 Click on Save Role button.
10:42 A message appears as “Security role has been updated”.
10:47 Again, click on the Setup icon to see the next tab.
10:52 Display Setup is used to change the Decimal places,

Date format and Separators and other parameters.

11:01 We can see the number of decimal places for Prices/amounts, Quantities

Exchange rate and Percentages.

11:10 We can change the date format and date separators by selecting the drop-down menu.
11:16 We can see various Miscellaneous settings also.
11:20 Click on Update button to save the changes.
11:24 We can see a message- “Display settings have been updated”.
11:29 This brings us to the end of this tutorial.
11:32 Let us summarize.
11:34 In this tutorial, we learnt about:
11:37 FrontAccounting interface,
11:39 various modules in the Setup tab.
11:43 Also, we have learnt how to:

create our own organisation or Company,

11:49 setup user accounts,
11:51 setup access permissions,
11:54 setup display.
11:56 As an Assignment,
11:57 open the FrontAccounting interface.
12:00 Add a new user using user account setup.
12:04 Give Access Level as an Accountant.
12:08 This video summarises the Spoken Tutorial project.
12:12 If you do not have good bandwidth, you can also download and watch it.
12:17 The Spoken Tutorial Project Team:

Conducts workshops using spoken tutorials,

12:22 gives certificates to those who pass an on-line test.
12:27 For more details, please write to us contact@spoken-tutorial.org
12:31 The Spoken Tutorial Project is funded by NMEICT, MHRD, Government of India.
12:38 The script and video has been contributed by Sheetal Prabhu. This is Nirmala Venkat, signing off. Thank you for joining.

Contributors and Content Editors

Ranjana, Sandhya.np14