Sandhya.np14 at 12:45, 14 June 2018

2018-06-14T12:45:57Z

Ranjana at 05:54, 25 January 2018

2018-01-25T05:54:12Z

Ranjana: Created page with " {| border=1 || '''Time''' || '''Narration''' |- | 00:01 | Welcome to this tutorial on '''Set Up FrontAccounting'''. |- | 00:06 | In this tutorial, we will learn: |-..."

2018-01-25T05:50:14Z

Created page with " {| border=1 || '''Time''' || '''Narration''' |- | 00:01 | Welcome to this tutorial on '''Set Up FrontAccounting'''. |- | 00:06 | In this tutorial, we will learn: |-..."

New page

{| border=1
|| '''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 '''admin'''and 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 dropdown 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’ll 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''' ie.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 dropdown 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'''('''X) sign''' 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 dropdown 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 <br/>

|-
| 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 NirmalaVenkat signing off. Thank you for joining.

|}

@@ Line 9: / Line 9: @@
 |-
-|  00:06
+| 00:06
-|   In this tutorial, we will learn:
+| In this tutorial, we will learn:
 |-
-|  00:09
+| 00:09
 | '''FrontAccounting''' interface
 |-
-|  00:12
+| 00:12
 | Various modules in the '''Setup''' tab
 |-
-|  00:15
+| 00:15
 | Also, we will learn how to:
 |-
-|  00:17
+| 00:17
-| * Create our own Organization or Company
+| Create our own Organization or Company
 |-
-|  00:21
+| 00:21
 | Setup user '''accounts'''
 |-
-|  00:24
+| 00:24
 | Setup access permissions
 |-
-|  00:27
+| 00:27
 | and Setup display
 |-
-|  00:30
+| 00:30
 | To record this tutorial I am using,
 |-
-|  00:33
+| 00:33
 | '''Ubuntu Linux ''' OS version 14.04
@@ Line 57: / Line 57: @@
 |-
-|  00:45
+| 00:45
 | Knowledge of higher secondary commerce and Knowledge of Accounting.
@@ Line 94: / Line 94: @@
 |-
 | 01:32
-|  The various modules are:
+| The various modules are:
 '''Sales'''
 '''Purchases'''
@@ Line 108: / Line 108: @@
 |-
-|  01:50
+| 01:50
-|  Let us start with the '''Setup tab''' in '''FrontAccounting'''.
+| Let us start with the '''Setup tab''' in '''FrontAccounting'''.
 |-
@@ Line 116: / Line 116: @@
 |-
-|  01:58
+| 01:58
 | '''Parameters, default values''' and '''preferences''' are entered in this option.
@@ Line 129: / Line 129: @@
 |-
 | 02:15
-|  '''Company Setup'''
+| '''Company Setup'''
 '''User Accounts setup'''
 '''Access setup'''
@@ Line 137: / Line 137: @@
 |-
 | 02:24
-|  Let us create a New Organisation or Company by '''clicking''' on the '''Company Setup icon.'''
+| 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.'''
+| In the '''Name''' field, by default, we can see the name of the company '''ST COMPANY PVT. LTD.'''
 |-
@@ Line 165: / Line 165: @@
 |-
 | 03:00
-|  We will be using this information later in this tutorial.
+| We will be using this information later in this tutorial.
 |-
@@ Line 189: / Line 189: @@
 |-
 | 03:26
-|   In the '''Maintenance''' panel, click on '''Currencies.'''
+| In the '''Maintenance''' panel, click on '''Currencies.'''
 |-
@@ Line 296: / Line 296: @@
 |-
-|  05:42
+| 05:42
 | the '''Fiscal year''' ie.1st January 2015 to 31st December 2015
@@ Line 325: / Line 325: @@
 |-
-|  06:31
+| 06:31
 | Again, click on the '''Add new''' button.
@@ Line 362: / Line 362: @@
 |-
-|  07:05
+| 07:05
 | A message appears and says -
 “Company Setup has been updated”.
 |-
-|  07:11
+| 07:11
-|  Now, we have to close and delete the '''fiscal year''' and the 3 months '''dummy period''',
+| Now, we have to close and delete the '''fiscal year''' and the 3 months '''dummy period''',
 except the current '''financial year'''.

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

Sandhya.np14 at 12:45, 14 June 2018

Ranjana at 05:54, 25 January 2018

Ranjana: Created page with " {| border=1 || '''Time''' || '''Narration''' |- | 00:01 | Welcome to this tutorial on '''Set Up FrontAccounting'''. |- | 00:06 | In this tutorial, we will learn: |-..."