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

From Script | Spoken-Tutorial
Jump to: navigation, search
Line 14: Line 14:
 
| style="border:1pt solid #000000;padding:0.097cm;"| Hello everyone
 
| style="border:1pt solid #000000;padding:0.097cm;"| Hello everyone
  
−
Welcome to this tutorial on,''' Set Up FrontAccounting'''
+
Welcome to this tutorial on ''' Set Up FrontAccounting'''.
  
 
|-
 
|-
Line 20: Line 20:
  
 
'''Learning Objectives'''
 
'''Learning Objectives'''
−
| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial,we will learn
+
| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn:
  
 
* '''FrontAccounting''' interface
 
* '''FrontAccounting''' interface
Line 27: Line 27:
 
Also, we will learn how to:
 
Also, we will learn how to:
  
−
* Create our own Organisation/ Company
+
* Create our own Organization/ Company
−
* Setup user accounts
+
* Setup user '''account'''s
 
* Setup access permissions and
 
* Setup access permissions and
 
* Setup display  
 
* Setup display  
Line 37: Line 37:
 
'''System Requirements'''
 
'''System Requirements'''
  
−
* '''Ubuntu Linux''' OS Version 14.10
+
* '''Ubuntu Linux OS''' Version 14.10
 
* '''FrontAccounting''' Version 2.3.24
 
* '''FrontAccounting''' Version 2.3.24
  

Revision as of 16:34, 13 July 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 Organization/ Company
  • Setup user accounts
  • Setup access permissions and
  • Setup 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 ifootwearcon to see the next tab.
Click >>Display Setup >> icon Display Setup 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
  • Setup user accounts
  • Setup access permissions
  • Setup 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

Retrieved from "https://script.spoken-tutorial.org/index.php?title=FrontAccounting/C2/Setup-in-FA/English&oldid=27362"