Difference between revisions of "FrontAccounting-2.4.7/C2/Setup-in-FrontAccounting/English"
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Also, we will learn how to: | Also, we will learn how to: | ||
− | * Create our own | + | * Create our own organization or '''Company''' |
− | * Setup | + | * Setup '''user accounts''' |
− | * Setup access permissions and | + | * Setup '''access''' permissions and |
* Setup display | * Setup display | ||
|- | |- | ||
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|- | |- | ||
| 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. |
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|- | |- | ||
− | | 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 ''' | + | | 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 | + | | 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.''' |
|- | |- | ||
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|- | |- | ||
| 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 | + | | 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'''. |
|- | |- | ||
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| 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 | + | 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 | + | | 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. |
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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 | + | | 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. | ||
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| 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 | + | | 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'''. | ||
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|- | |- | ||
| 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.''' |
− | + | ||
− | + | ||
'''Currency Name field type 'Indian Rupees'. ''' | '''Currency Name field type 'Indian Rupees'. ''' | ||
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| 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 | + | 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''''. | ||
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| 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 | + | For this, click on the '''Setup '''tab in the top menu and then on '''Company Setup''' link. |
|- | |- | ||
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| 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, |
* 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. | ||
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| 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 | + | Select ' '''Indian Rupees''''. |
|- | |- | ||
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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 | + | | 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. | ||
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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'''. | ||
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'''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 | + | | 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. | ||
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'''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 ''' |
|- | |- | ||
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'''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 | + | | 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''' | + | * 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'''. | ||
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|- | |- | ||
| 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 | + | | 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.''' |
|- | |- | ||
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'''Why dummy period?''' | '''Why dummy period?''' | ||
− | * ''' | + | * 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 |
* and the '''Financial year''' which is from 1st April to 31st March | * and the '''Financial year''' which is from 1st April to 31st March | ||
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| 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. | ||
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|- | |- | ||
| 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 | + | | 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”'''. | ||
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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 | + | | 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 | + | 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. | ||
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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 | + | | 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. | ||
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|- | |- | ||
| 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 | + | | 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. | ||
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| 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 | + | | 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 | + | | 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.''' | ||
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| 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 | + | We will increase to 6 lakh seconds so that frequent '''logout''' or '''timeout''' can be avoided. |
|- | |- | ||
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|- | |- | ||
| 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. |
|- | |- | ||
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|- | |- | ||
| 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 | + | | 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.''' |
|- | |- | ||
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|- | |- | ||
| 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 ''' | + | | 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. |
|- | |- | ||
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|- | |- | ||
| 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 | + | | 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 | + | | 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 | + | 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 | + | | 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 | + | | 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. |
|- | |- | ||
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| 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''', |
− | + | * '''Date format and Separators ''' | |
− | * | + | * 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 | + | | 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 | + | | 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 | + | | 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 | + | Go to the'''Setup tab'''. |
− | + | 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 | + | * Various modules in the '''Setup''' tab |
Also, we have learnt how to: | Also, we have learnt how to: | ||
− | * Create our own | + | * Create our own organisation or '''Company''' |
* Setup '''user accounts''' | * Setup '''user accounts''' | ||
− | * Setup '''access | + | * 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 | + | | 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 | + | | 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
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Slide 1:
Title Slide |
Welcome to the spoken tutorial on Setup in FrontAccounting. |
Slide 2:
Learning Objectives |
In this tutorial, we will learn:
Also, we will learn how to:
|
Slide 3:
System Requirement |
To record this tutorial, I am using
|
Slide 4:
Pre -requisites |
To follow this tutorial you should have
|
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
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
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?
|
Slide 7a:
Fiscal Year setup |
Fiscal Year setup
|
Slide 7b:
Fiscal Year setup |
|
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?
|
This is because we have to fill the gap between
|
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
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.
|
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
|
Point >>Decimal Places>> | We can see the number of Decimal Places for
|
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
Also, we have learnt how to:
|
Slide 11:
Assignment |
As an assignment,
|
Slide 12:
Acknowledgement |
|
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. |