View source for GNUKhata/C2/Create-Account-in-GNUKhata/English

Title of script: Create Account in GNUKhata

Author: Trupti Kini

Keywords: video tutorial


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|| '''Visual cue'''
|| '''Narration'''

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||'''Display desktop''' 
|| Welcome to the tutorial on '''Create Account in GNUKhata'''

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|| '''Show Slide '''
'''Learning Objectives'''
|| 
In this tutorial, you will be able to:
* Create New organization
* Set preferences
* Add an account
* Login into GNUKhata

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||'''Show Slide'''
'''System Requirements'''
|| 
In this tutorial, I am using
* '''Ubuntu 12.04''' Operating System
* '''GNUKhata''' version 1.2
* '''Firefox''' version 17.0

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|| '''Show Slide'''
'''System Requirements'''
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* '''GNUKhata''' works well on  all versions of '''Ubuntu''' 
* Starting from 11.04 and above. 
* It has also been tested on '''Debian Distro''' of '''GNU/Linux'''.

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||
||
To open '''GNUKhata''' interface:
* We recommend '''Mozilla Firefox''' version 3.6 or above.
* '''GNUKhata''' runs smoothly on  browsers like '''Chromium''' and '''Opera'''.

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|| Open Terminal
Execute on terminal
'''sudo startgk'''
||
* To run '''GNUKhata''', you need to start the server on your machine. 
* To start the server, open the terminal by pressing '''Ctrl+Alt+T'''      
* Then type '''sudo startgk''' and hit '''Enter'''.
* Give root password if asked


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|| Open '''Firefox''' and type in the address bar
'''http://localhost:8080''' 
|| 	
* To run GNUKhata on your machine, open the '''Firefox''' browser
* Type in the address bar '''http://localhost:8080''' 
* Press enter 

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|| '''GNUKhata's''' welcome screen
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This is the Welcome screen of '''GNUKhata'''.

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|| Point to buttons 
* Select Existing Organization
* Create New Organization 
|| 
* In this tutorial we will again create a new organization.
* For this, click on '''Create New Organization''' button.


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|| In  '''Organization Name''' textbox, type '''Free Accounting Foundation''' and '''Organization Type''' '''NGO'''
|| 
* Here, in the '''Organization Name''' field, let's type  '''Free Accounting Foundation'''
* Let me select '''NGO''' as my option for '''Organization Type'''. 


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||Enter the financial year  
|| 
* Here in '''From date''' I will type 
**'''01''' press enter
**'''04''' press enter   
**'''2011''' press enter
* '''To date''' appears automatically 

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|| Click on '''Next'''
|| 
Now, press the '''Next''' button.

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|| Screen 2
Point to '''State''' and press '''Save''' button
|| 
* In this page, we will select '''Maharashtra''' for '''State''' 
* Click on '''Save''' button. 


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||Screen 3
Point to two checkboxes:
* '''Projectwise Accounting''' 
* '''Manual Account Codes'''
|| 
On the next webpage, 
* Check  '''Projectwise Accounting''' 
* Type in first textbox '''spoken tutorial'''  and for sanctioned amount type '''800''' 
* Check '''Manual Account Codes'''  checkbox too
* The steps till now were like a revision to the tutorial '''Welcome To GNUKhata'''.

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|| Press '''Save''' button
|| 
* After stating your preferences, press '''Save''' button.
* A message appears at the top - '''Your preferences have been saved'''. 

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||
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After adding the preferences, we can create new accounts.


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||Click on '''Create Account''' button 
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For now I will click on '''Create Account''' button to create a few accounts. 


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||Screen 4
|| 
Here, we have to add accounts for the organization. 

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||Point to '''Group Name''' and '''Sub-group Name'''
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Every account falls under a Group and optionally a Sub-Group. 


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|| Click on dropdown of '''Group Name''' 
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Click on '''Group Name''' dropdown to see all the group names provided by '''GNUKhata'''. 

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||Point to '''Corpus''', '''Current Liability''', '''Loans(Liability)'''
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* The Groups '''Corpus''', '''Current Liability''', '''Loans(Liability)'''.
* These accounts will have '''Credit opening balance'''. 

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||Point to '''Current Asset''', '''Fixed Assets''' and '''Loans (Asset)'''.
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Then, there are groups like 
* '''Current Asset'''
* '''Fixed Assets''' 
* '''Loans (Asset)'''.
These accounts will normally have '''Debit opening balance'''.

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||Point to  '''Direct Income''', '''Indirect Income''', '''Direct Expense''' and '''Indirect Expense'''.
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The groups 
* '''Direct Expense'''
* '''Direct Income'''
* '''Indirect Expense'''
* '''Indirect Income'''
These accounts will not have any opening balance. 

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||
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All other groups will have an '''opening balance'''.

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||Choose '''Current Asset''' from '''Group Name''' drop down. 
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* I will choose '''Current Asset''' as '''Group Name'''. 
* '''Assets''' represent everything which has a monetary value and which a business owns  
 

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||Point to '''Sub-Group Name''' 
Click on the dropdown of '''Sub-Group Name'''
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* After selecting '''Group Name''', you have to select the '''Sub-Group Name''' as required. 
* These are the subgroups provided by '''GNUKhata'''. 
* You can add any '''Sub-Group Name'''  as you wish. 
* For now, I will choose '''Bank''' as a '''Sub-Group Name'''. 


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||Choose '''Bank''' from  '''Sub-Group Name''' drop down
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* But you can create additional subgroups also.  
* We will learn that in another tutorial. 

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||Point to '''Account Name''' text box.
Enter '''SBI'''
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* In the '''Account name'''  field,  type account name as '''SBI'''. 


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||Point to '''Account Code'''
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* Recall, we had preferred to create account codes manually earlier.
* So here,we see a field for account code. 

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||Point to '''Account Code'''
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* '''GNUKhata''' suggests an account code, as you can see. 
* We can edit the suggested code.
* We can even leave it as it is


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||Point to '''Debit opening balance''' textbox
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* Next, let's enter the '''Debit Opening Balance'''. 
* The default value as you can see is '''0.00''' 
* You can accept this or enter any positive or negative value. 

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||Enter '''5000''' in '''Debit opening balance''' textbox
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I will enter '''5000''' as '''Debit opening balance'''.



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||Point to '''Total Debit  Opening Balance'''
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The total of all '''Debit Opening Balances''' entered so far will be displayed here. 

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||Point to '''Total Debit  Opening Balance'''
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* Right now it is '''0.00''' 
because we have not yet saved this account with its debit opening balance.

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||Point to '''Total Credit Opening Balance'''
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Next, the total of all '''Credit Opening Balances''' so far entered is displayed here. 

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||Point to '''Total Credit Opening Balance'''
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* Right now it is '''0.00''' 
because no account with credit opening balance has been saved.

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||Point to '''Difference in Opening Balance''' 
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The last field displays the difference between debit and credit opening balances. 


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||Press '''Save''' button
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After filling all the necessary data, I will press the '''Save''' button.


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|| Point to message '''Account SBI added successfully'''
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* A message appears at the top 
* You have successfully entered the desired account.

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||Point to '''Total Debit Opening Balance'''
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Notice, the amount in the '''Total Debit Opening Balance''' has been updated. 

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||Point to '''Total Debit Opening Balance''' and  '''Total Credit Opening Balance'''.
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* '''Total Debit Opening Balance''' 
* '''Total Credit Opening Balance''' 
depend on what type of opening balance you have entered. 

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|| Point to '''Total Debit Opening Balance''', '''Total Credit Opening Balance''' and '''Difference in Opening Balances'''. 
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Note that, 
* '''Total debit opening balance'''
* '''Total credit opening balance''' 
* '''Difference in opening balances''' 
are read-only fields.

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||
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They get updated after saving a new account.  

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|| Click'''Finish''' button.
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* If you wish you can  create more accounts.
* Else click on the '''Finish''' button. 
* I will click on '''Finish''' button

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||Screen 4
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Congratulations! You have now created the books for the organization  '''Free Accounting Foundation '''.

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||Point to '''Username''' and '''password'''.
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* Next, a new screen appears
* It asks for the '''username''' and '''password'''.

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||Point to '''admin''' username.
Click on '''Login''' button
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* The default username and the password is '''admin'''.
* You can change it later if you want.
* Now lets click on the '''Login''' button.

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|| Screen 5
|| 
Note, a new page appears with the name of the organization and the financial year period at the top.
 
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||
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Notice the menu bar at the top with some options.

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||Click on '''Logout''' 
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To logout, you can click on the '''Logout''' option at the top right of the screen. 

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|| Show Slide
Summary
|| 
So in this tutorial we have learnt to : 
* Create New organization
* Set preferences
* Add an account
* Login into GNUKhata

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||/*Slide 9*/
Assignment
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Create: 
* Account '''Machinery''' which has group name '''Fixed Assets''' and sub-group '''Plant Machinery'''.
* Account '''New Machinery Company''' will be under group '''Current Liability''' and sub-group '''Sundry Creditors for Purchase'''.

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|| 
|| 
* Watch the video available at:  http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
* It summarizes the Spoken Tutorial project 
* If you do not have good bandwidth, you can download and watch it

|-
|| Spoken Tutorial Workshops
|| 
The Spoken Tutorial Project Team 
* Conducts workshops using spoken tutorials 
* Gives certificates to those who pass an online test 
* For more details, please write to contact@spoken-tutorial.org

|-
|| Show Acknowledgement Slide 
Acknowledgement
|| 
* Spoken Tutorial Project is a part of the Talk to a Teacher  project
* It is supported by the National Mission on Education through  ICT, MHRD, Government of India
* More information on this Mission is available at:  http://spoken-tutorial.org\NMEICT-Intro

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|| Thanks for joining
|| 
* That’s it for this tutorial. This is Trupti Kini from the GNUKhata project, IIT Bombay.
* Thank you for watching. 






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