Difference between revisions of "FrontAccounting-2.4.7/C2/Setup-in-FrontAccounting/English"

From Script | Spoken-Tutorial
Jump to: navigation, search
(Created page with " {| style="border-spacing:0;" | style="background-color:#cc99cc;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| <cent...")
 
Line 21: Line 21:
 
Also, we will learn how to:  
 
Also, we will learn how to:  
  
* Create our own Organization or Company  
+
* Create our own organization or '''Company'''
* Setup user '''accounts'''  
+
* Setup '''user accounts'''  
* Setup access permissions and  
+
* Setup '''access''' permissions and  
 
* Setup display  
 
* Setup display  
 
|-
 
|-
Line 49: Line 49:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Narration'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Narration'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us open the '''FrontAccounting '''interface'''.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us open the '''FrontAccounting '''interface.
  
 
|-
 
|-
Line 72: Line 72:
  
 
|-
 
|-
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Point to''' options of '''Front Accounting '''Interface  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Point to''' options of '''FrontAccounting '''Interface  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Standard '''modules''' have been provided in '''FrontAccounting.'''  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Standard modules have been provided in '''FrontAccounting.'''  
  
 
|-
 
|-
Line 89: Line 89:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Narration'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Narration'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us start with the '''Setup '''tab''' '''in '''FrontAccounting'''.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us start with the '''Setup '''tab in '''FrontAccounting'''.  
  
 
|-
 
|-
Line 95: Line 95:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Setup''' tab.
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Setup''' tab.
  
This '''module''' is used for '''Company Setting.'''  
+
This module is used for '''Company Setting.'''  
  
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> '''Company Setup link'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> '''Company Setup link'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us create a new '''Organisation''' or '''Company''' by clicking on the '''Company Setup '''link'''.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us create a new organisation or '''Company''' by clicking on the '''Company Setup '''link.  
  
 
|-
 
|-
Line 105: Line 105:
  
 
Point '''>>'ST COMPANY PVT. LTD'>>'''  
 
Point '''>>'ST COMPANY PVT. LTD'>>'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Name '''field''',''' by default, we can see the name of the company ''''ST Company Pvt Ltd'.'''  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| 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.  
 
This is because we had given this name during installation.  
Line 125: Line 125:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Continue on '''Home currency''' field
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Continue on '''Home currency''' field
  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| But '''Indian''' '''Rupees''' is not available in the list.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| But '''Indian Rupees''' is not available in the list.  
  
 
Since our company is in '''India''', we will setup the '''home currency '''to '''Indian Rupees'''.  
 
Since our company is in '''India''', we will setup the '''home currency '''to '''Indian Rupees'''.  
Line 139: Line 139:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on '''Currencies.'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on '''Currencies.'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on '''Currencies '''link'''.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on '''Currencies '''link.  
  
 
A new window appears.  
 
A new window appears.  
  
 
|-
 
|-
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type ''''INR'''' in the '''Currency Abbreviation'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type ''''INR'''' in the '''Currency Abbreviation 'Rs' in the Currency Symbol field.'''
 
+
'''Rs' in the Currency Symbol field.'''
+
  
 
'''Currency Name field type 'Indian Rupees'. '''
 
'''Currency Name field type 'Indian Rupees'. '''
Line 152: Line 150:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type ''''INR'''' in the '''Currency Abbreviation '''field and ''''Rs'''' in the '''Currency Symbol''' field.  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type ''''INR'''' in the '''Currency Abbreviation '''field and ''''Rs'''' in the '''Currency Symbol''' field.  
  
In the '''Currency Name '''field, type ''''Indian''' '''Rupees''''.  
+
In the '''Currency Name '''field, type ''''Indian Rupees''''.  
  
 
In the '''Hundredths Name''' field, type ‘'''Paise’''' and in the '''Country''' field type ''''India''''.  
 
In the '''Hundredths Name''' field, type ‘'''Paise’''' and in the '''Country''' field type ''''India''''.  
Line 166: Line 164:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us go back to the''' Company setup '''page.
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us go back to the''' Company setup '''page.
  
For this, click on the '''Setup '''tab in the top menu and then on '''Company setup''' link.  
+
For this, click on the '''Setup '''tab in the top menu and then on '''Company Setup''' link.  
  
 
|-
 
|-
Line 190: Line 188:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next, type the  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next, type the  
  
* Company’s address,  
+
* '''Company'''’s address,  
 
* Domicile
 
* Domicile
 
* Phone no,  
 
* Phone no,  
 
* Email address and
 
* Email address and
* Company GST number
+
* '''Company GST''' number
  
 
in the respective fields as shown here.
 
in the respective fields as shown here.
Line 202: Line 200:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, click on the '''Home Currency '''drop-down box.  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, click on the '''Home Currency '''drop-down box.  
  
Select ' '''Indian''' '''Rupees''''.  
+
Select ' '''Indian Rupees''''.  
  
 
|-
 
|-
Line 208: Line 206:
  
 
Point to the fiscal year
 
Point to the fiscal year
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next we will learn about '''fiscal''' '''year'''.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next we will learn about '''fiscal year'''.  
  
 
By default the previous financial year, i,e 1<sup>st</sup> January to 31<sup>st</sup> December 2018 is shown as closed.
 
By default the previous financial year, i,e 1<sup>st</sup> January to 31<sup>st</sup> December 2018 is shown as closed.
Line 215: Line 213:
  
 
It may differ when you are practicing.
 
It may differ when you are practicing.
 
+
|-
Note that the date format is in '''MMDDYYYY'''.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|Text on screen for date format
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Note that the date format is in '''MMDDYYYY'''.
  
 
|-
 
|-
Line 222: Line 221:
  
 
'''What is Fiscal year?'''
 
'''What is Fiscal year?'''
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| * It is a period that a company uses for accounting purposes and preparing financial statements.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| What is '''Fiscal year?'''
 +
* It is a period that a '''Company''' uses for accounting purposes and preparing financial statements.
  
 
* It varies across countries.
 
* It varies across countries.
Line 230: Line 230:
  
 
'''Fiscal Year setup'''  
 
'''Fiscal Year setup'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| * When a new '''Company''' is created in '''FrontAccounting''', the '''Fiscal Year '''has to be set up correctly.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Fiscal Year setup'''
 +
* When a new '''Company''' is created in '''FrontAccounting''', the '''Fiscal Year '''has to be set up correctly.
  
* By default, '''FrontAccounting '''software shows the fiscal year from '''January to December '''
+
* By default, '''FrontAccounting '''software shows the '''fiscal year''' from '''January to December '''
  
 
|-
 
|-
Line 238: Line 239:
  
 
'''Fiscal Year setup'''  
 
'''Fiscal Year setup'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| * This is not suitable for Companies and Organisation in India.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|  
* We have to set up the''' Fiscal Year''' from 1<sup>st</sup> April to 31<sup>st</sup> March for that financial year.
+
* This is not suitable for '''Companies''' and organisations in India.  
 +
* We have to set up the''' fiscal year''' from 1<sup>st</sup> April to 31<sup>st</sup> March for that financial year.
 
* This is as per '''Indian Accounting Standards'''.
 
* This is as per '''Indian Accounting Standards'''.
  
Line 267: Line 269:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>>'''Fiscal Year icon'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>>'''Fiscal Year icon'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see that, by default the '''Fiscal year '''begins from '''01 January 2018 '''to '''31 December 2018.'''  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see that, by default the '''Fiscal Year '''begins from '''01 January 2018 '''to '''31 December 2018.'''  
  
 
|-
 
|-
Line 278: Line 280:
 
'''Why dummy period?'''
 
'''Why dummy period?'''
  
* '''the Fiscal year''' ie.1st January to 31st December
+
* the '''Fiscal year''' ie.1st January to 31st December
 
* and the '''Financial year''' which is from 1st April to 31st March
 
* and the '''Financial year''' which is from 1st April to 31st March
  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| This is because we have to fill the gap between  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| This is because we have to fill the gap between  
  
* '''the Fiscal year''' ie.1st January to 31st December  
+
* the '''Fiscal year''' ie.1st January to 31st December  
 
* and the '''Financial year''' which is from 1st April to 31st March  
 
* and the '''Financial year''' which is from 1st April to 31st March  
  
Line 292: Line 294:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| You may be in a different financial year when you are practising this tutorial.
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| You may be in a different financial year when you are practising this tutorial.
  
In that case, you have to set up the fiscal year for all the previous years upto the current financial year.
+
In that case, you have to set up the '''fiscal year''' for all the previous years upto the current financial year.
  
 
A sample is shown here for your understanding.
 
A sample is shown here for your understanding.
Line 304: Line 306:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the new row of '''dummy period'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the new row of '''dummy period'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the '''dummy''' '''period''' is created.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the '''dummy period''' is created.
  
 
A message appears - “'''New Fiscal year has been added”'''.  
 
A message appears - “'''New Fiscal year has been added”'''.  
Line 312: Line 314:
  
 
Click on the '''Add new''' button
 
Click on the '''Add new''' button
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Then, we can see the current '''financial year''' is''' '''from '''1 April 2019 to 31 March 2020.'''  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Then, we can see the current '''financial year''' is from '''1 April 2019 to 31 March 2020.'''  
  
Keep the '''“Is closed” '''option to '''No”''' as we will be using the current financial year for accounting purposes.
+
Keep the '''“Is closed” '''option to '''“No”''' as we will be using the current financial year for accounting purposes.
  
 
Again, click on the '''Add new '''button.  
 
Again, click on the '''Add new '''button.  
Line 328: Line 330:
  
 
Click on '''Edit icon''', in the '''Is Closed '''drop down menu, select '''Yes.'''
 
Click on '''Edit icon''', in the '''Is Closed '''drop down menu, select '''Yes.'''
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the Fiscal year from 1st January 2018 to 31st December 2018 as closed.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the '''fiscal year''' from 1st January 2018 to 31st December 2018 as closed.  
  
 
We have created the dummy period from 1<sup>st</sup> January 2019 to 31st March 2019.  
 
We have created the dummy period from 1<sup>st</sup> January 2019 to 31st March 2019.  
Line 351: Line 353:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to X sign
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to X sign
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The''' cross '''('''X) sign''' is for deleting the year.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The''' cross (X) sign''' is for deleting the year.  
  
 
Right now, we will not delete any rows.  
 
Right now, we will not delete any rows.  
Line 363: Line 365:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Setup '''tab.
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Setup '''tab.
  
Then click on the '''Company Setup '''link'''.'''
+
Then click on the '''Company Setup '''link.
  
 
|-
 
|-
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click '''Fiscal''' '''year''' Drop down box >> Current Financial year.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click '''Fiscal year''' Drop down box >> Current Financial year.  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Fiscal year''' field, click on the dropdown menu.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Fiscal year''' field, click on the drop-down menu.
  
 
Select the '''current Financial Year as 1<sup>st</sup> April 2019 '''to '''31<sup>st</sup> March 2020 '''which is shown as''' active.'''
 
Select the '''current Financial Year as 1<sup>st</sup> April 2019 '''to '''31<sup>st</sup> March 2020 '''which is shown as''' active.'''
Line 375: Line 377:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Scroll down and go to '''Login Timeout''' option.
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Scroll down and go to '''Login Timeout''' option.
  
We will increase to 600000 seconds so that frequent '''logout''' or '''timeout''' can be avoided.
+
We will increase to 6 lakh seconds so that frequent '''logout''' or '''timeout''' can be avoided.
  
 
|-
 
|-
Line 389: Line 391:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again click on the '''Setup '''tab'''.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again click on the '''Setup '''tab.
  
 
|-
 
|-
Line 417: Line 419:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point>>'''language'''>>  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point>>'''language'''>>  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Language field''', by default, the drop-down menu option''' '''is '''English.'''  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Language field''', by default, the drop-down menu option is '''English.'''  
  
 
|-
 
|-
Line 433: Line 435:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >>'''Use popup window for reports'''>>  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >>'''Use popup window for reports'''>>  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next, by default, the checkbox is checked for '''Popup window for the reports '''option.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next, by default, the checkbox is checked for '''popup''' window for the '''reports '''option.  
  
 
|-
 
|-
Line 448: Line 450:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again, click on the '''Setup '''tab'''.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again, click on the '''Setup '''tab.  
  
 
|-
 
|-
Line 456: Line 458:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>>'''Role'''>> drop down menu  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>>'''Role'''>> drop down menu  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Role''' drop-down menu and select '''Sub admin.'''  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Role''' drop-down menu and select '''Sub Admin.'''  
  
 
|-
 
|-
Line 462: Line 464:
  
 
Scroll down to show the access permission  
 
Scroll down to show the access permission  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the default access given for a '''Sub admin '''to use'''.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the default '''access''' given for a '''Sub Admin '''to use.
  
 
Scroll down.  
 
Scroll down.  
  
We can see the permissions available for the '''Sub admin.'''  
+
We can see the permissions available for the '''Sub Admin.'''  
  
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to available '''field'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to available '''field'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| You can also check or uncheck the boxes as required for the '''Sub admin''' to use.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| You can also check or uncheck the boxes as required for the '''Sub Admin''' to use.  
  
 
|-
 
|-
Line 478: Line 480:
 
A message appears as “'''Security role has been updated”.'''  
 
A message appears as “'''Security role has been updated”.'''  
  
Likewise, you can create several users as per your requirement and give the required permissions.
+
Likewise, you can create several '''users''' as per your requirement and give the required permissions.
  
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again, click on the '''Setup '''tab''' '''and then on '''Display Setup '''link'''.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again, click on the '''Setup '''tab and then on '''Display Setup '''link.
  
 
|-
 
|-
Line 488: Line 490:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Display Setup''' is used to change the  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Display Setup''' is used to change the  
  
* Decimal places,
+
* '''Decimal Places''',
* Date''' '''format''' '''and''' '''
+
* '''Date format and Separators '''
* '''Separators '''and other '''parameters.''' <br/>
+
* and other '''parameters.'''
  
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point >>'''Decimal Places'''>>  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point >>'''Decimal Places'''>>  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the number of decimal places for  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the number of '''Decimal Places''' for  
  
 
* '''Prices/amounts'''  
 
* '''Prices/amounts'''  
Line 503: Line 505:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point>> '''Date Format and Separators'''>>  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point>> '''Date Format and Separators'''>>  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can change the date format and date''' separators''' by selecting the drop-down menu.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can change the '''Date format and Separators''' by selecting the drop-down menu.  
  
We will change the '''Date format''' to '''DDMMYYYY'''
+
We will change the '''Date format''' to '''DDMMYYYY'''.
  
 
|-
 
|-
Line 513: Line 515:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >> '''Update button'''>>  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >> '''Update button'''>>  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Update button '''to save the changes.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Update''' button to save the changes.  
  
 
We can see a message “'''Display settings have been updated”.'''  
 
We can see a message “'''Display settings have been updated”.'''  
Line 519: Line 521:
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the new date format
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the new date format
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now we will check the fiscal year date format.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now we will check the '''fiscal year''' date format.
  
Go to '''Setup tab''', under '''Company Setup''' panel, click on '''fiscal years '''link'''.'''
+
Go to the'''Setup tab'''.
  
We can see the date format has been changed to '''DDMMYYYY''' format.
+
Under '''Company Setup''' panel, click on '''Fiscal Years '''link.
  
Recall, initially when we added the fiscal year it was '''MMDDYYYY''' format.
+
We can see the '''date format''' has been changed to '''DDMMYYYY''' format.
 +
 
 +
Recall, initially when we added the '''fiscal year''' it was '''MMDDYYYY''' format.
  
 
|-
 
|-
Line 538: Line 542:
  
 
* '''FrontAccounting''' interface and
 
* '''FrontAccounting''' interface and
* Various '''modules''' in the '''Setup''' tab  
+
* Various modules in the '''Setup''' tab  
  
 
Also, we have learnt how to:  
 
Also, we have learnt how to:  
  
* Create our own Organisation or Company  
+
* Create our own organisation or '''Company'''
 
* Setup '''user accounts'''  
 
* Setup '''user accounts'''  
* Setup '''access permissions'''  
+
* Setup '''access''' permissions and
 
* Setup display  
 
* Setup display  
 
|-
 
|-
Line 555: Line 559:
 
* Give '''Access Level''' as an '''Accountant'''  
 
* Give '''Access Level''' as an '''Accountant'''  
 
|-
 
|-
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide''' '''12:'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 12:'''
  
 
'''Acknowledgement'''  
 
'''Acknowledgement'''  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| * The video at the following link summarises the Spoken Tutorial project.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|  
 +
* The video at the following link summarises the Spoken Tutorial project.
 
* Please download and watch it
 
* Please download and watch it
 
|-
 
|-
Line 580: Line 585:
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
  
More information on this mission is available at
+
More information on this mission is available at this link.
 
+
this link.
+
  
 
|-
 
|-
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|  
 
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|  
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The script and video has been contributed by Spoken Tutorial team. This is Pratik kamble signing off. Thanks''' '''for joining.  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The script and video has been contributed by Spoken Tutorial team. This is Pratik kamble signing off. Thanks for joining.  
  
 
|}
 
|}

Revision as of 13:03, 4 November 2019

Visual Cue
Narration
Slide 1:

Title Slide

Welcome to the spoken tutorial on Setup in 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 or Company
  • Setup user accounts
  • Setup access permissions and
  • Setup display
Slide 3:

System Requirement

To record this tutorial, I am using
  • Ubuntu Linux OS version 16.04
  • FrontAccounting version 2.4.7
Slide 4:

Pre -requisites

To follow this tutorial you should have
  • Knowledge of higher secondary commerce and
  • Knowledge of Accounting.
Slide 5:

Start XAMPP service

Start the XAMPP services before you begin working on FrontAccounting interface.
Narration Let us open the FrontAccounting interface.
Click on browser >>localhost/account >> Press Enter Open the browser and type localhost slash account and press Enter.
Enter Username and Password >>

Click on login

The login page appears.

Recall that during installation, we had created the admin user.

Type the username as admin and password as spoken.

Then click on the Login button.

The FrontAccounting window opens.
Point to options of FrontAccounting Interface Standard modules have been provided in FrontAccounting.
Point to the options as per the narration We will learn about
  • Sales
  • Purchases
  • Items and Inventory
  • Banking and General Ledger and
  • Setup

modules in the upcoming tutorials.

Narration Let us start with the Setup tab in FrontAccounting.
Point to Setup tab >> click on it Click on the Setup tab.

This module is used for Company Setting.

Click >> Company Setup link Let us create a new organisation or Company by clicking on the Company Setup link.
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.

However, you can change the name based on how you want it to appear in the reports.

I will keep the same name.

Scroll down.

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

A list of options will appear.

Continue on Home currency field But Indian Rupees is not available in the list.

Since our company is in India, we will setup the home currency to Indian Rupees.

Let us learn how to add a new currency to the list here.
Click on the Banking and General Ledger Click on the Banking and General Ledger tab in the top menu.
In the Maintenance panel, click on Currencies. In the Maintenance panel, click on Currencies link.

A new window appears.

Type 'INR' in the Currency Abbreviation 'Rs' in the Currency Symbol field.

Currency Name field type 'Indian Rupees'.

Type 'INR' in the Currency Abbreviation field and 'Rs' in the Currency Symbol field.

In the Currency Name field, type 'Indian Rupees'.

In the Hundredths Name field, type ‘Paise’ and in the Country field type 'India'.

click on 'Add new' button. Now click on 'Add new' button at the bottom of the window.

We can see a success message- 'New currency has been added'.

click on Setup >> Company setup Let us go back to the Company setup page.

For this, click on the Setup tab in the top menu and then on Company Setup link.

Click>> Address field

A-123, Highway Industrial Estate,

Andheri, Link Road, Sakinaka, Andheri(E) Mumbai - 400072

Click>> Domicile field >> India

Click>> Phone no field >>

022 25764279

Click>> E- mail Address field>>

accounting@spoken-tutorial.com

Type

37AAAPP2678Q1ZP in the Company GSTNo

Next, type the
  • Company’s address,
  • Domicile
  • Phone no,
  • Email address and
  • Company GST number

in the respective fields as shown here.

Click on the Home Currency and select Indian Rupees Now, click on the Home Currency drop-down box.

Select ' Indian Rupees'.

Narration

Point to the fiscal year

Next we will learn about fiscal year.

By default the previous financial year, i,e 1st January to 31st December 2018 is shown as closed.

At the time of recording this tutorial, the date is as shown on the screen.

It may differ when you are practicing.

Text on screen for date format Note that the date format is in MMDDYYYY.
Slide 6:

What is Fiscal year?

What is Fiscal year?
  • It is a period that a Company uses for accounting purposes and preparing financial statements.
  • It varies across countries.
Slide 7a:

Fiscal Year setup

Fiscal Year setup
  • When a new Company is created in FrontAccounting, the Fiscal Year has to be set up correctly.
  • By default, FrontAccounting software shows the fiscal year from January to December
Slide 7b:

Fiscal Year setup

  • This is not suitable for Companies and organisations in India.
  • We have to set up the fiscal year from 1st April to 31st March for that financial year.
  • This is as per Indian Accounting Standards.
Let us switch back to the FrontAccounting interface.
Click >> Update button>> Scroll down and click on the Update button to save the entries.
Point to the message We can see a message- Company setup has been updated.
Come back to Frontaccounting Now, we will change the Fiscal Year to the current Financial Year.
Point to Setup icon Click on the Setup tab of FrontAccounting.
Point >> Fiscal Years icon Click on the Fiscal Years link.
Click>>Fiscal Year icon We can see that, by default the Fiscal Year begins from 01 January 2018 to 31 December 2018.
narration So first, we will create a dummy period for 3 months from 01 January 2019 to 31 March 2019.
Slide 8:

Why dummy period?

  • the Fiscal year ie.1st January to 31st December
  • and the Financial year which is from 1st April to 31st March
This is because we have to fill the gap between
  • the Fiscal year ie.1st January to 31st December
  • and the Financial year which is from 1st April to 31st March
Slide 9: Important Note

Show the image Sample_Fiscalyear.png (shared in the drive)

You may be in a different financial year when you are practising this tutorial.

In that case, you have to set up the fiscal year for all the previous years upto the current financial year.

A sample is shown here for your understanding.

Click >> Calendar icon to select the date First, select the 3 months dummy period from 01 January 2019 to 31 March 2019.

Now, click on the Add New button.

Point to the new row of dummy period We can see the dummy period is created.

A message appears - “New Fiscal year has been added”.

Type 1 April 2016 to 31 March 2017.

Click on the Add new button

Then, we can see the current financial year is from 1 April 2019 to 31 March 2020.

Keep the “Is closed” option to “No” as we will be using the current financial year for accounting purposes.

Again, click on the Add new button.

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

Point to second row

Click on Edit icon, in the Is Closed drop down menu, select Yes.

We can see the fiscal year from 1st January 2018 to 31st December 2018 as closed.

We have created the dummy period from 1st January 2019 to 31st March 2019.

We will change the Is Closed option to Yes.

Click on Edit icon.

In the Is Closed drop down menu, select Yes.

Repeat the same steps to close all the previous financial years if they are not required.

Click Update button. Click on Update button.

A message appears - “Selected fiscal year has been updated”

Likewise you can use the Edit button to make changes.

Point to X sign The cross (X) sign is for deleting the year.

Right now, we will not delete any rows.

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

Then click on the Company Setup link.

Click Fiscal year Drop down box >> Current Financial year. In the Fiscal year field, click on the drop-down menu.

Select the current Financial Year as 1st April 2019 to 31st March 2020 which is shown as active.

Point to Login timeout Scroll down and go to Login Timeout option.

We will increase to 6 lakh seconds so that frequent logout or timeout can be avoided.

Click >> Update button

Highlight the message.

Click on the Update button.
Next we will setup User Accounts.
Point to Setup icon Again click on the Setup tab.
Click>> User Accounts Setup>> icon Click on the User Accounts Setup link.
Point to the User login field We can see the admin user login information such as
  • Full Name
  • Email
  • Access Level, etc.

Recall this information was entered during the installation. Let us create a new user login.

Point to the details I have typed the new user details as shown here.

Likewise, enter your new user details.

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 option>> In Printing option drop-down menu, keep the default option 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 the 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 tab.
Click>> Access setup icon>> Next, let us see Access setup.
Click>>Role>> drop down menu Click on the Role drop-down menu and 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.

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>> Then click on Save Role button.

A message appears as “Security role has been updated”.

Likewise, you can create several users as per your requirement and give the required permissions.

Point to Setup icon Again, click on the Setup tab and then on Display Setup link.
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 Separators by selecting the drop-down menu.

We will change the Date format to DDMMYYYY.

Point >>Miscellaneous >> We can see various Miscellaneous Settings also.
Point to >> Update button>> Click on the Update button to save the changes.

We can see a message “Display settings have been updated”.

Point to the new date format Now we will check the fiscal year date format.

Go to theSetup tab.

Under Company Setup panel, click on Fiscal Years link.

We can see the date format has been changed to DDMMYYYY format.

Recall, initially when we added the fiscal year it was MMDDYYYY format.

This brings us to the end of this tutorial. Let us summarize.
Slide 10:

Summary

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

Also, we have learnt how to:

  • Create our own organisation or Company
  • Setup user accounts
  • Setup access permissions and
  • Setup display
Slide 11:

Assignment

As an assignment,
  • Add a new user using User Accounts Setup
  • Give Access Level as an Accountant
Slide 12:

Acknowledgement

  • The video at the following link summarises the Spoken Tutorial project.
  • Please download and watch it
Slide 13:

About workshops

The Spoken Tutorial Project Team conducts workshops and gives certificates.

For more details, please write to us.

Slide 14:

Forum for specific questions:

Please post your timed queries in this forum.
Slide 15:

Acknowledgement

Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

The script and video has been contributed by Spoken Tutorial team. This is Pratik kamble signing off. Thanks for joining.

Contributors and Content Editors

Nancyvarkey, Nirmala Venkat, Pratik kamble