Difference between revisions of "FrontAccounting/C2/Setup-in-FA/English"

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Line 3: Line 3:
 
'''Author: Sheetal Prabhu'''
 
'''Author: Sheetal Prabhu'''
  
−
'''Keywords: Setup icon, Company Setup, User access icon, fiscal year, display Setup'''
+
'''Keywords: Setup, Company Setup, User access, fiscal year, Display Setup'''
−
 
+
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
 
| style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Visual Cue'''</center>
 
| style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Visual Cue'''</center>
Line 30: Line 29:
 
* Create our own Organisation/ Company
 
* Create our own Organisation/ Company
 
* Set up user accounts
 
* Set up user accounts
−
* Set up access permissions
+
* Set up access permissions and
−
* and set up the display  
+
* Set up the display  
 +
 
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 3'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 3'''
Line 44: Line 44:
 
* '''Ubuntu Linux '''OS version 14.04
 
* '''Ubuntu Linux '''OS version 14.04
 
* '''FrontAccounting''' version 2.3.24
 
* '''FrontAccounting''' version 2.3.24
−
 
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 4'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 4'''
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* Knowledge of higher secondary commerce and
 
* Knowledge of higher secondary commerce and
−
* Knowledge of accounting.
+
* Knowledge of Accounting.
−
 
+
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start by opening the '''FrontAccounting '''interface'''.'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start by opening the '''FrontAccounting '''interface'''.'''
  
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|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Enter''' Username and Password''' >>''' Click''' on login
+
| style="border:1pt solid #000000;padding:0.097cm;"| Enter''' Username and Password''' >>''' '''
 +
 
 +
Click on '''login'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| The '''login '''page appears.
 
| style="border:1pt solid #000000;padding:0.097cm;"| The '''login '''page appears.
  
Line 73: Line 73:
  
 
Then click on '''Login '''button.
 
Then click on '''Login '''button.
 +
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to>>''' FrontAccounting''' >> page
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to>>''' FrontAccounting''' >> window
 
| style="border:1pt solid #000000;padding:0.097cm;"| The''' FrontAccounting''' window opens.
 
| style="border:1pt solid #000000;padding:0.097cm;"| The''' FrontAccounting''' window opens.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Point to''' options of Front Accounting''' Interface'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Point to''' options of '''Front Accounting '''Interface
 
| style="border:1pt solid #000000;padding:0.097cm;"| Standard modules have been provided in '''FrontAccounting.'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Standard modules have been provided in '''FrontAccounting.'''
  
Line 92: Line 93:
 
* '''Banking and General Ledger '''and
 
* '''Banking and General Ledger '''and
 
* '''Setup '''<br/>  
 
* '''Setup '''<br/>  
 +
 
We will learn about all these modules in the upcoming tutorial.
 
We will learn about all these modules in the upcoming tutorial.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start with the''' setup tab''' in '''FrontAccounting'''.
 
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start with the''' setup tab''' in '''FrontAccounting'''.
  
Line 102: Line 104:
  
 
| style="border:1pt solid #000000;padding:0.097cm;"| The''' setup tab''' is used for '''Company Setting.'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| The''' setup tab''' is used for '''Company Setting.'''
−
 
 
'''Parameters, default values '''and '''preferences '''are entered in this option.
 
'''Parameters, default values '''and '''preferences '''are entered in this option.
  
Line 118: Line 119:
 
* '''Fiscal Year'''
 
* '''Fiscal Year'''
  
−
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the default icons which have to be filled, to '''Setup''' a company:
+
 
 +
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the default icons which have to be filled, to '''Setup''' a company as:
  
 
* '''Company Setup'''
 
* '''Company Setup'''
Line 125: Line 127:
 
* '''Display Setup'''
 
* '''Display Setup'''
 
* '''Fiscal Years'''
 
* '''Fiscal Years'''
−
 
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Company Setup icon'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Company Setup icon'''
Line 132: Line 133:
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Name '''field
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Name '''field
 +
 +
Point''' >>'ST COMPANY PVT. LTD'>>'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| In the''' Name '''field''',''' by default, we can see the name of the company ''''ST COMPANY PVT. LTD'.'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| In the''' Name '''field''',''' by default, we can see the name of the company ''''ST COMPANY PVT. LTD'.'''
  
Line 138: Line 141:
 
But here you can also change the name based on how you want it to appear in the reports.
 
But here you can also change the name based on how you want it to appear in the reports.
  
−
I will keep the same name''' 'ST COMPANY PVT. LTD'.'''
+
I will keep the same name''' '''
  
 
|-
 
|-
Line 149: Line 152:
  
 
'''400072.'''
 
'''400072.'''
 +
 
You have to give your company’s address.
 
You have to give your company’s address.
  
Line 161: Line 165:
 
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''E-mail address '''field, give your company’s official email-id.
 
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''E-mail address '''field, give your company’s official email-id.
  
−
I will type [mailto:accounting@spoken-tutorial.org accounting@spoken-tutorial.org]
+
I will type [mailto:org accounting@spoken-tutorial.org]
 +
 
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Home Currency '''>>
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Home Currency '''>>
Line 169: Line 174:
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Now I’ll do the setup of '''fiscal''' '''year'''.
 
| style="border:1pt solid #000000;padding:0.097cm;"| Now I’ll do the setup of '''fiscal''' '''year'''.
  
Line 181: Line 186:
 
By default, '''FrontAccounting '''software shows the fiscal year from '''January to December.'''
 
By default, '''FrontAccounting '''software shows the fiscal year from '''January to December.'''
  
−
This is not suitable for Companies and Organisations in India.
+
This is not suitable for Companies and Organisation in India.
  
 
So here, we can create our own '''financial year,''' which is from '''April to March'''.
 
So here, we can create our own '''financial year,''' which is from '''April to March'''.
Line 226: Line 231:
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the new row of '''dummy period'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the new row of '''dummy period'''
−
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the dummy period is created,
+
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the '''dummy''' '''period''' is created,
  
 
A message appears and it says -
 
A message appears and it says -
  
 
'''“New Fiscal year has been added”'''.
 
'''“New Fiscal year has been added”'''.
 +
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Type '''1 April 2016 to 31 March 2017.'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Type '''1 April 2016 to 31 March 2017.'''
Line 247: Line 253:
 
“'''New Fiscal year has been added”'''.
 
“'''New Fiscal year has been added”'''.
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we need to update these changes in the '''Company setup '''icon.
 
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we need to update these changes in the '''Company setup '''icon.
  
Line 259: Line 265:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click '''Fiscal''' '''year''' Drop downbox >> Current Financial year.
 
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click '''Fiscal''' '''year''' Drop downbox >> Current Financial year.
−
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Under '''Fiscal year''' field, click on the dropdown menu and select the '''current Financial Year.'''
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Under '''Fiscal year''' field, click on the dropdown menu  
 +
 
 +
select the '''current Financial Year.'''
  
 
|-
 
|-
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|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''delete year row'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''delete year row'''
−
| style="border:1pt solid #000000;padding:0.097cm;"| Now I will demonstrate the same.  
+
| style="border:1pt solid #000000;padding:0.097cm;"| I will demonstrate the same.  
  
 
|-
 
|-
Line 301: Line 309:
  
 
'''“Selected fiscal year has been updated”'''
 
'''“Selected fiscal year has been updated”'''
 +
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Cross''' '''sign''' to delete
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Cross''' '''sign''' to delete
Line 306: Line 315:
  
 
A dialog box appears to confirm. Click on the '''Ok''' button.
 
A dialog box appears to confirm. Click on the '''Ok''' button.
−
A message appears that says -  
+
 
 +
A message appears -  
  
 
“'''Selected fiscal year has been deleted”.'''
 
“'''Selected fiscal year has been deleted”.'''
Line 323: Line 333:
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Thus, we have updated the '''Company Setup.'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Thus, we have updated the '''Company Setup.'''
  
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|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' User Accounts Setup>>''' icon
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' User Accounts Setup>>''' icon
−
| style="border:1pt solid #000000;padding:0.097cm;"| Now let us see the''' User Accounts Setup'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' User Accounts Setup'''.
  
 
|-
 
|-
Line 344: Line 354:
  
 
Recall these information are entered during the installation.
 
Recall these information are entered during the installation.
−
 
 
Let us create a''' '''new''' user login.'''
 
Let us create a''' '''new''' user login.'''
  
Line 357: Line 366:
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Full Name field>>'''type  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Full Name field>>'''type  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In '''Full Name field''', I will type '''Sheetal Prabhu.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Full Name field''', I will type '''Sheetal Prabhu.'''
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' Telephone No>>'''  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' Telephone No>>'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In '''Telephone No field''',
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Telephone No field''',
  
 
I will type my phone no. '''022-25764229.'''
 
I will type my phone no. '''022-25764229.'''
Line 381: Line 390:
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>''' User's POS>>'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>''' User's POS>>'''
 +
  
 
Point to '''Default'''
 
Point to '''Default'''
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|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Use popup window for reports'''>>  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Use popup window for reports'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| By default, the checkbox is checked for '''Popup window for the reports '''option.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Next, by default the checkbox is checked for '''Popup window for the reports '''option.
  
 
|-
 
|-
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|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the >> '''Access level field>> sub-admin'''  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the >> '''Access level field>> sub-admin'''  
−
 
 
Scroll down to show the access permission
 
Scroll down to show the access permission
  
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“'''Security role has been updated”.'''
 
“'''Security role has been updated”.'''
 +
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
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| style="border:1pt solid #000000;padding:0.097cm;"| Click >>'''Display Setup '''>> icon
 
| style="border:1pt solid #000000;padding:0.097cm;"| Click >>'''Display Setup '''>> icon
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Display Setup icon''' is used to change the
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Display Setup icon''' is used to change the
−
 
+
* '''Decimal places, '''
−
'''decimal places, '''
+
* '''Date format and '''
−
 
+
* '''Separators and other parameters.'''
−
'''date format and '''
+
−
 
+
−
'''separators and other parameters.'''
+
−
 
+
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Decimal Places'''>>
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Decimal Places'''>>
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the number of decimal places for  
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the number of decimal places for  
  
−
'''Prices/amounts, Quantities, Exchange rates and Percentages.'''
+
* '''Prices/amounts'''
 +
* '''Quantities'''
 +
* '''Exchange rate and '''
 +
* '''Percentages'''
  
 
|-
 
|-
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* Set up access permissions
 
* Set up access permissions
 
* Set up the display  
 
* Set up the display  
−
 
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''8'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''8'''
  
 
'''Assignment'''
 
'''Assignment'''
−
 
 
| style="border:1pt solid #000000;padding:0.097cm;"| As an '''Assignment''',
 
| style="border:1pt solid #000000;padding:0.097cm;"| As an '''Assignment''',
  
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* Add a new user using '''user account setup'''
 
* Add a new user using '''user account setup'''
 
* Give '''Access Level''' as an '''Accountant'''  
 
* Give '''Access Level''' as an '''Accountant'''  
 +
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''9'''
 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''9'''
  
 
'''Acknowledgement'''
 
'''Acknowledgement'''
−
 
+
| style="border:1pt solid #000000;padding:0.097cm;"| This video summarises the Spoken Tutorial project
−
| style="border:1pt solid #000000;padding:0.097cm;"| This video summarizes the Spoken Tutorial project
+
  
 
If you do not have good bandwidth, you can also download and watch it.
 
If you do not have good bandwidth, you can also download and watch it.
Line 529: Line 536:
  
 
For more details, please write to
 
For more details, please write to
−
 
 
'''contact@spoken-tutorial.org'''
 
'''contact@spoken-tutorial.org'''
 
|-
 
|-
Line 537: Line 543:
  
 
This tutorial is contributed by '''Sheetal Prabhu'''.
 
This tutorial is contributed by '''Sheetal Prabhu'''.
 +
 
'''Thank you''' for joining.
 
'''Thank you''' for joining.
 
|}
 
|}

Revision as of 16:36, 19 February 2016

Title of the Script : Setup in FrontAccounting

Author: Sheetal Prabhu

Keywords: Setup, Company Setup, User access, fiscal year, Display Setup

Visual Cue
Narration
Slide 1

Title Slide

Hello everyone

Welcome to this tutorial on, Set Up FrontAccounting

Slide 2

Learning Objectives

In this tutorial,we will learn
  • FrontAccounting interface
  • Various modules in the Setup tab

Also, we will learn how to:

  • Create our own Organisation/ Company
  • Set up user accounts
  • Set up access permissions and
  • Set up the display
Slide 3

System Requirements

  • Ubuntu Linux OS Version 14.10
  • FrontAccounting Version 2.3.24
To record this tutorial, I am using
  • Ubuntu Linux OS version 14.04
  • FrontAccounting version 2.3.24
Slide 4

Pre -requisites

To follow this tutorial you should have
  • Knowledge of higher secondary commerce and
  • Knowledge of Accounting.
Narration Let us start by opening the FrontAccounting interface.
Click on browser >>localhost/account >> Press Enter Click on the browser, type localhost/account

and press Enter.

Enter Username and Password >>

Click on login

The login page appears.

Recall that during installation, we had created admin user.

So, here type username as admin and password as spoken.

Then click on Login button.

Point to>> FrontAccounting >> window The FrontAccounting window opens.
Point to options of Front Accounting Interface Standard modules have been provided in FrontAccounting.
Point to the options as per the narration The various modules are:
  • Sales
  • Purchases
  • Items and Inventory
  • Manufacturing
  • Dimensions
  • Banking and General Ledger and
  • Setup

We will learn about all these modules in the upcoming tutorial.

Narration Let us start with the setup tab in FrontAccounting.
Point to Setup Icon>> click on it The setup tab is used for Company Setting.

Parameters, default values and preferences are entered in this option.

Click>> Setup tab>> Click on the Setup tab
Point to Setup tab
  • Company Setup
  • User Accounts setup
  • Access setup
  • Display Setup
  • Fiscal Year


We can see the default icons which have to be filled, to Setup a company as:
  • Company Setup
  • User Accounts setup
  • Access setup
  • Display Setup
  • Fiscal Years
Click >> Company Setup icon Let us create a New Organisation/Company by clicking on the Company Setup icon.
Point to >>Name field

Point >>'ST COMPANY PVT. LTD'>>

In the Name field, by default, we can see the name of the company 'ST COMPANY PVT. LTD'.

This is because we had given this name during installation.

But here you can also change the name based on how you want it to appear in the reports.

I will keep the same name

Click>> Address field In the Address field, I will type

A-123, Highway Industrial Estate,

Andheri Link Road, Sakinaka, Andheri (E)

400072.

You have to give your company’s address.

Click>> Phone no field >> In the Phone No. field,

Once again, you have to give your company’s phone number.

Click>> E- mail Address field>> In the E-mail address field, give your company’s official email-id.

I will type accounting@spoken-tutorial.org

Click>> Home Currency >> In the Home currency field, click on the dropdown menu.

A list of options will appear. I will select Rupee.

Narration Now I’ll do the setup of fiscal year.
Slide 5

Fiscal Year setup

When you create a new Company, you should check that the Fiscal Year is set up correctly

By default, FrontAccounting software shows the fiscal year from January to December.

This is not suitable for Companies and Organisation in India.

So here, we can create our own financial year, which is from April to March.

Click >> Update button>> Click on Update button to save the entries.
Come back to Frontaccounting Let us change the Fiscal Year to Financial Year.
Point to Setup icon Click on the Setup tab of FrontAccounting.
Point >> Fiscal Years icon Click on to the Fiscal Years icon.
Click>>Fiscal Year icon You can see that, by default, the Fiscal year begins from 01 January 2015 to 31 December 2015.
Type 01 January 2016 to 31 March 2016. First, I will create a dummy period for 3 months from 01 January 2016 to 31 March 2016.
Slide 6 This is because we have to fill the gap between
  • the Fiscal year ie.1st January 2015 to 31st December 2015
  • and the Financial year which is from 1st April 2016 to 31st March 2017
Click >> Calendar icon to select the date I will select the 3 months dummy period from 01 January 2016 to 31 March 2016.

Now, click on the Add New button.

Point to the new row of dummy period Here, you can see the dummy period is created,

A message appears and it says -

“New Fiscal year has been added”.

Type 1 April 2016 to 31 March 2017.

Click on Add new

Then, I will type the next financial year, from 1 April 2016 to 31 March 2017.

Again, click on the Add new button.

Point to >> Financial Year field>> Here, you can see the Financial Year has been created.

Once again, the same message appears -

“New Fiscal year has been added”.

Narration Now, we need to update these changes in the Company setup icon.
Click Setup tab >>Company setup icon Click on the Setup tab.

Then click on the Company Setup icon.

Click Fiscal year Drop downbox >> Current Financial year. Under Fiscal year field, click on the dropdown menu

select the current Financial Year.

Click >> Update button

Highlight the message.

Click on the Update button.

A message appears and says -

“Company Setup has been updated”.

Click >> Calendar icon to select the date Now, we have to close and delete the fiscal year and the 3 months dummy period, except the current financial year.
Point to the delete year row I will demonstrate the same.
Click on the >> Setup Tab>> Again, click on the Setup tab

Click on the Fiscal years icon

Point to Fiscal Year We can see the Fiscal year from 01-01-2015 to 31-12-2015
Click >> Edit Icon of Fiscal year>> Click on Edit icon, then select Yes from the Is Closed drop down menu.
Click >> Update button Click Update button.

A message appears -

“Selected fiscal year has been updated”

Click>> Cross sign to delete Now, I will click on the cross (X) sign for deleting the year.

A dialog box appears to confirm. Click on the Ok button.

A message appears -

“Selected fiscal year has been deleted”.

Point to Dummy period and show how to delete Likewise, I will remove the dummy period also.
Point to 1 April 2016 to 31 March 2017 Now, you can see the current Financial Year has remained.
Point to Current Financial Year. Here, you will see the updated Financial Year in pink colour.
Narration Thus, we have updated the Company Setup.
Point to Setup icon Again click on the Setup icon.
Click>> User Accounts Setup>> icon Click on the User Accounts Setup.
Point to the User login field We can see the admin user login information such as
  • Full Name
  • Email
  • Access Level etc.

Recall these information are entered during the installation. Let us create a new user login.

Point >> User Login>>type In the User login field, I will type sheetalvp as a new user.
Click >> Password>>type Type the password in the password field.
Point >>Full Name field>>type In the Full Name field, I will type Sheetal Prabhu.
Point >> Telephone No>> In the Telephone No field,

I will type my phone no. 022-25764229.

Point >> E mail Address>> Next is Email Address.

I will type sheetalvp@ spoken-tutorial.org

Point >> Access Level>>Sub Admin In Access Level field, click on the drop down menu and select Sub Admin.
Point>>language>> In the Language field, by default, the drop down menu option is English.
Point to >> User's POS>>


Point to Default

Here, POS means Point of Sale.

We will keep the Default option.

Point to >>Printing profile>> Click on the Printing option drop down menu.

I will select Browser printing support.

Point to >>Use popup window for reports>> Next, by default the checkbox is checked for Popup window for the reports option.
Click on Add new button Click on Add new button.

We can see the message ‘A new user has been added’.

Point to the new user below the admin. We can also see that the new user is added in the panel below the admin.
Point to Setup icon Again, click on the Setup icon.
Click>> Access setup icon>> Next, let us see Access setup
Click>>Role>> drop down menu Click on the Role drop down menu.

I will select Sub admin.

Point to the >> Access level field>> sub-admin

Scroll down to show the access permission

We can see the default access given for a Sub admin to use.

Scroll down.

We can see the permissions available for the sub admin to use.

Point to available field You can also check or uncheck the boxes as required for the Sub admin to use.
Point to >> Save Role button>> Click on Save Role button.

A message appears -

“Security role has been updated”.

Point to Setup icon Again, click on the Setup icon to see the next tab.
Click >>Display Setup >> icon Display Setup icon is used to change the
  • Decimal places,
  • Date format and
  • Separators and other parameters.
Point >>Decimal Places>> We can see the number of decimal places for
  • Prices/amounts
  • Quantities
  • Exchange rate and
  • Percentages
Point>> Date Format and Separators>> We can change the date format and date separators by selecting the dropdown menu.
Point >>Miscellaneous >> We can see various Miscellaneous Settings also.
Point to >> Update button>> Click on Update button to save the changes.

We can see a message appears and says that-

“Display settings have been updated”.

This brings us to the end of this tutorial. Let us summarize.
Slide 7

Summary

In this tutorial, we had learnt about
  • FrontAccounting interface
  • Various modules in the Setup tab

Also, we have learnt how to:

  • Create our own Organisation/ Company
  • Set up user accounts
  • Set up access permissions
  • Set up the display
Slide 8

Assignment

As an Assignment,
  • Open the FrontAccounting interface
  • Add a new user using user account setup
  • Give Access Level as an Accountant
Slide 9

Acknowledgement

This video summarises the Spoken Tutorial project

If you do not have good bandwidth, you can also download and watch it.

Slide 10 The Spoken Tutorial Project Team:

Conducts workshops using spoken tutorials

Gives certificates to those who pass an on-line test

For more details, please write to contact@spoken-tutorial.org

Slide 11 The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.

This tutorial is contributed by Sheetal Prabhu.

Thank you for joining.

Contributors and Content Editors

Nancyvarkey, Nirmala Venkat, Sandhya.np14, Sheetal

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