Difference between revisions of "GNUKhata/C2/Welcome-to-GNUKhata/English"

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Title of script: Welcome to GNUKhata
 +
 +
Author: Trupti Kini
 +
 +
Keywords: video tutorial
 +
 
{| border=1
 
{| border=1
 
|| '''Visual cue'''
 
|| '''Visual cue'''
Line 5: Line 11:
 
|-
 
|-
 
||'''Display desktop'''  
 
||'''Display desktop'''  
−
|| Welcome to this series of spoken tutorials on '''GNUKhata''' version 1.1
+
|| '''Welcome to GNUKhata'''  
  
 
|-
 
|-
Line 11: Line 17:
 
'''Learning Objectives'''
 
'''Learning Objectives'''
 
||  
 
||  
−
At the end of this tutorial, you will be able to:
+
In this tutorial, you will be able to:
−
* Install '''GNUKhata''' on your local machine
+
* Install '''GNUKhata'''
−
* Use '''GNUKhata''' software
+
* Run '''GNUKhata''' on your machines
−
* Explore the interface of '''GNUKhata'''
+
* Register an organization for a financial year
−
* Explore features of '''GNUKhata'''
+
* Set Preferences for the Organization
  
 +
|-
 +
||'''Show Slide'''
 +
'''System Requirement'''
 +
||
 +
In this tutorial, I am using
 +
* '''Ubuntu 12.04''' Operating System
 +
* '''GNUKhata''' version 1.2
 +
* '''Firefox''' version 17.0
  
 
|-
 
|-
−
|| '''Show Slide'''
+
||'''Show Slide'''
 
'''System Requirements'''
 
'''System Requirements'''
 
||  
 
||  
−
* '''Ubuntu 12.04''' Operating System
 
 
* '''GNUKhata''' works well on  all versions of '''Ubuntu'''  
 
* '''GNUKhata''' works well on  all versions of '''Ubuntu'''  
 
* Starting from 11.04 and above.  
 
* Starting from 11.04 and above.  
 
* It has also been tested on '''Debian Distro''' of '''GNU/Linux'''.
 
* It has also been tested on '''Debian Distro''' of '''GNU/Linux'''.
 +
  
 
|-
 
|-
 
||
 
||
 
||
 
||
−
To open '''GNUKhata''' interface, we use:
+
To open '''GNUKhata''' interface:
−
* It is recommended that users use '''Mozilla Firefox''' version 3.6 or above.
+
* We recommend '''Mozilla Firefox''' version 3.6 or above.
−
* '''GNUKhata''' can also run smoothly on other browsers like '''Chromium''' and '''Opera'''.
+
* '''GNUKhata''' runs smoothly on browsers like '''Chromium''' and '''Opera'''.
−
 
+
  
 
|-
 
|-
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||
 
||
 
'''GNUKhata''' is a '''Free and Open Source (FOSS) Accounting Software'''.  
 
'''GNUKhata''' is a '''Free and Open Source (FOSS) Accounting Software'''.  
−
It can be deployed by:
+
It provides a  solution for basic book keeping.
−
* Both profit making and Non-profit making organisations
+
It can be deployed by:  
−
* NGOs.
+
* Profit making organizations and  
−
It provides a '''Free and Open Source(FOSS)''' solution for basic book keeping.
+
* Non-profit making organizations like  NGOs.  
−
* This project was initiated by '''Mr. Krishnakant Mane''' from '''IIT-Bombay
+
−
* He is the Team Leader of this Project.
+
  
 
|-
 
|-
 
|| '''GNUKhata''' Official Website
 
|| '''GNUKhata''' Official Website
 
||  
 
||  
−
For more information about '''GNUKhata''', please visit our website '''http://gnukhata.org'''.
+
For more information on '''GNUKhata''', please visit our website '''http://gnukhata.org'''.
  
−
 
−
|-
 
−
||
 
−
||
 
−
You can:
 
−
* Create accounts
 
−
* Add transactions
 
−
* View reports.
 
−
* Unique feature like '''Extended Trial Balance''' has been included.
 
−
* Stands out to be a class apart from the other existing accounting software.
 
  
 
|-
 
|-
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||
 
||
 
* So let us now see how to install '''GNUKhata''' on '''Linux''' machines.
 
* So let us now see how to install '''GNUKhata''' on '''Linux''' machines.
−
* For this, download the latest version of '''GNUKhata''' from '''http://www.gnukhata.org/public'''
+
* For this, you need to have the root admin access.
  
 +
|-
 +
||Go to '''http://www.gnukhata.org/public'''
 +
||Let us go to the URL '''http://www.gnukhata.org/public'''
  
 
|-
 
|-
−
||/* switch to demo */
+
||/* on the browser window*/
−
Installation of '''GNUKhata'''
+
* Click on '''installer_1.2.tar.gz'''  
−
||
+
* When download window pops up, choose '''Save file''' option and click '''OK'''
−
* The installer is named '''GNUKhata-installer_1.1.tar.gz'''
+
||From this webpage, download '''installer_1.2.tar.gz''' on your machine by clicking on it
−
* Right click on the '''installer''' and select '''Extract here'''.  
+
* When download window pops up, choose '''Save file''' and click on '''OK'''
−
* Open a '''terminal''' by pressing '''Ctrl+Alt+T'''
+
  
  
 
|-
 
|-
−
||Update applications in your machine
+
||Copy '''installer_1.2.tar.gz''' to '''Home''' folder.
−
||
+
||Copy the downloaded tar file  from your '''Downloads''' to your '''Home''' folder
−
Type the command '''sudo apt-get update'''
+
  
 
|-
 
|-
 +
||Go to the '''Home''' folder
 +
||Now go to your '''Home''' folder
 +
 +
|-
 +
||Right-click on the '''installer_1.2.tar.gz''' then select '''Extract here'''
 +
Installation of '''GNUKhata'''
 
||
 
||
−
||
+
Right-click on the '''installer_1.2.tar.gz''' and select '''Extract here'''.
−
Now, through the '''terminal''', go inside the '''installer''' folder by typing
+
 
−
'''cd installer_1.1'''
+
  
  
 
|-
 
|-
 +
||Press '''Ctrl+Alt+T'''
 +
Installation of '''GNUKhata'''
 
||
 
||
−
||
+
Open '''terminal''' by pressing '''Ctrl+Alt+T'''.
−
Once inside the '''installer''' directory, execute the following two commands:
+
 
−
* '''chmod +x ./gkinstall.sh'''
+
−
* With this command, we are giving the executable permission
+
−
* '''sudo ./gkinstall.sh'''
+
−
* With '''sudo''' command, we are giving root user privilege.
+
−
* This installation takes some time.
+
  
 
|-
 
|-
−
||Start '''GNUKhata'''
+
||Type '''sudo apt-get update'''  and press '''Enter'''
 
||
 
||
−
When the prompt returns without any error:
+
* Type the command '''sudo apt-get update'''
−
* Type the command '''sudo startgk'''
+
* Press '''Enter'''
 +
* Give the root password if asked
  
  
 
|-
 
|-
−
||Opening '''GNUKhata'''
+
||Type '''cd installer_1.2'''  and press '''Enter'''
 
||
 
||
−
To run '''GNUKhata''' on your machine:
+
Now, go inside the '''installer_1.2''' folder by typing '''cd installer_1.2'''
−
* Open the '''Firefox''' browser.  
+
* Press '''Enter'''
−
* Type '''http://localhost''' in the address bar.  
+
−
* You will be able to run '''GNUKhata'''.
+
−
* If you cannot run '''GNUKhata''' with this '''url''', please type '''http://localhost:8080'''
+
−
 
+
  
 
|-
 
|-
−
||/* switch to '''GNUKhata''' web page */
+
||Type '''sudo chmod +x ./gkinstall.sh''' and press '''Enter'''
−
'''GNUKhata''' Demo
+
 
||
 
||
−
Let us see the demo of all the features available in '''GNUKhata'''.  
+
* Once inside the '''installer_1.2''' directory, execute the following command:
−
* This is the Main screen of '''GNUKhata'''.
+
'''sudo chmod +x ./gkinstall.sh'''
−
On the top you can see:
+
* Press '''Enter'''
−
* Organization name
+
* Give the root password if asked
−
* Dates for the financial year.
+
* With this command, we are giving the executable permission
  
  
 
|-
 
|-
 +
||Type '''sudo ./gkinstall.sh'''  and press '''Enter'''
 
||
 
||
 +
* Now, type '''sudo ./gkinstall.sh'''
 +
* Press '''Enter'''
 +
* With '''sudo''' command, we are giving root user privilege.
 +
* This installation will take some time.
 +
 +
|-
 +
||Type '''sudo startgk''' and press '''Enter'''
 
||
 
||
−
* There are various menus listed one next to each other.
+
When the prompt returns without any error, type '''sudo startgk''' and press '''Enter'''
−
* Let us quickly go through each of them.
+
  
 
|-
 
|-
−
||Point to '''Master''' menu
+
||Open Firefox and type in the address bar
 +
'''http://localhost:8080'''
 
||
 
||
−
Under '''Master''' menu, you can see options like :
+
* To run '''GNUKhata''' on your machine, open the '''Firefox''' browser.
−
* '''Account Creation/Find/Edit'''
+
* Type in the address bar '''http://localhost:8080''' and then press enter.
−
* '''Edit Organisation details'''
+
−
* '''Add More Projects'''
+
−
* '''Bank Reconciliation'''.  
+
  
  
 
|-
 
|-
−
||Click on '''Account Creation/Find/Edit'''.
+
|| '''GNUKhata's''' welcome screen
−
||
+
||  
−
In account creation, you have twelve group names.  
+
This is the Welcome screen of '''GNUKhata'''.
  
 
|-
 
|-
−
||Click on drop down of '''Group name'''.
+
|| Point to buttons
−
||
+
* '''Select Existing Organization'''
−
You can choose an appropriate Group.
+
* '''Create New Organization'''
 +
 
 +
||  
 +
Here you see two buttons:
 +
* '''Selecting Existing Organization'''
 +
* And the second is '''Create New Organization'''
  
 
|-
 
|-
−
||Click on drop down of '''Sub- Group name'''
+
||  
−
||
+
Click on '''Create New Organization''' button
−
* You can choose the respective Sub-group.  
+
||  
 +
* Since we have just installed '''GNUKhata''', we will have to create a new organization.
 +
* For this, click on '''Create New Organization''' button.
  
 
|-
 
|-
−
||
+
||Point to the four options '''Organization Name''', '''Organization Type''', '''Financial year From date''' and '''To date'''
−
||
+
||  
−
* You can enter the new account in account name field and
+
Four important options of GNUKhata appear on the screen:
−
* Opening balance in the box labeled '''Opening balance'''.
+
* '''Organization Name'''.  
 +
* '''Organization Type'''.
 +
* '''Financial Year  From Date''' and
 +
* '''To date'''
  
 +
|-
 +
|| In  '''Organization Name''' text box, type '''Welcome'''
 +
||
 +
* Here, in the '''Organization Name''' field, let's type the name of a company.
 +
* For example, '''Welcome'''
  
 
|-
 
|-
−
||Point to '''Editing Organisation Details'''
+
|| Choose from the drop down of '''Organization Type'''
−
||
+
||  
−
Here, you can edit the organisation details.  
+
* Next, under '''Organization Type''', we have two choices '''Profit Making''' and '''NGO''' 
 +
* Let me select '''NGO''' as my option.  
  
 +
|-
 +
||Enter the financial year 
 +
||
 +
* Now we have to specify '''From Date''' and '''To Date'''
 +
* I will type in from date
 +
**'''01''' press enter
 +
** '''04''' press enter
 +
**'''2011''' press enter
 +
* '''To date''' appears automatically
  
 
|-
 
|-
−
||Adding Projects
+
|| Click on '''Next'''
−
||
+
||  
−
* For a large organisation, '''GNUKhata''' provides an option for maintaining accounts Projectwise.  
+
Now, press the '''Next''' button.
  
−
* You can add one or more projects and view the reports projectwise.
+
|-
 +
|| Screen 2
 +
Point to '''Welcome''' and Financial Year
 +
||
 +
The name of the organization and the financial year period appears at the top.  
  
  
 
|-
 
|-
−
||'''Bank Reconciliation'''
+
|| Point to the various text boxes
−
||
+
||  
−
A '''Bank reconciliation''' is a process which:
+
* Information pertaining to the organization has to be filled here.
−
* Explains the difference between the bank balance
+
* For now, I will choose not to fill any of these details, as they are optional.  
−
* It is shown in an organization's bank statement as supplied by the bank,
+
−
* The corresponding amount is shown in the organization's own accounting records at a particular point in time.  
+
  
 
|-
 
|-
−
||
+
|| Point to '''Save''' button
−
||
+
||  
−
In '''Bank Reconciliation''', you can reconcile transactions at frequent intervals.  
+
If you choose to fill details here, then click on '''Save''' button before proceeding.  
  
 +
|-
 +
|| Click on '''Skip''' button
 +
||
 +
However, since we are not entering any details here, let's press the '''Skip''' button.
  
 
|-
 
|-
−
||'''Transaction'''  menu
+
|| Point to loader
−
||
+
||  
−
* Under '''Transaction''' option, we have 10 different transactions
+
* Note, we have to wait for some time, because the database is being created.
−
* We can add, edit or delete the transaction under this menu.  
+
* This is a one-time process while creating a new organization.  
  
 +
|-
 +
||Screen 3
 +
Point to two checkboxes:
 +
* '''Projectwise Accounting'''
 +
* '''Manual Account Codes'''
 +
||
 +
* On the next webpage, you have to choose the '''Preferences''' for your organisation.
 +
There are two checkboxes here:
 +
* '''Projectwise Accounting'''
 +
* '''Manual Account Codes'''
  
 
|-
 
|-
−
|| '''Reports''' menu
+
|| Point to 1st check box '''(Projectwise Accounting)'''
−
||
+
||  
−
Under '''Reports''' we can view financial reports in the form of:
+
If you want project wise accounting,  then check the '''Projectwise Accounting''' checkbox.
−
* '''Ledger'''
+
−
* '''Trial Balance'''
+
−
* '''Project Statement'''
+
−
* '''Cash flow'''
+
−
* '''Balance Sheet'''  
+
  
  
 
|-
 
|-
−
||
+
|| Check '''Projectwise Accounting''' checkbox >> Point to the new textboxes below.
−
||
+
||
−
* '''Profit and Loss''' account, in case of a '''Profit Making'''
+
* Note what happens when this checkbox is checked.  
−
* For '''NGO''', we will have '''Income and Expenditure''' report instead of '''Profit and Loss'''.
+
* Two new textboxes appear below
  
  
 
|-
 
|-
−
||'''Reports''':Click on '''Ledger'''
+
|| Point to the first textbox >> Type '''spoken tutorial'''
−
||
+
||  
−
You can view the '''Ledger''' with or without narration by:
+
* We have to type the name of that project in the first textbox.
−
* Selecting an account name  
+
* So, let's type '''spoken tutorial'''.
−
* Entering the date range
+
−
* These dates must fall in between the start and end of financial year.  
+
−
* You can view '''ledger''' even for individual projects.  
+
  
 
|-
 
|-
−
||'''Reports''':Click on '''Trial Balance''' ('''Extended Trial Balance''')
+
||Point to the second textbox >> Type '''800'''
 
||
 
||
−
Under '''Trial Balance''', you can select one amongst the three Trial Balances i.e
+
* Enter the '''sanctioned amount''' for that project, in the next textbox.
−
* '''Net Trial Balance'''  
+
* Let's enter '''800''' as the '''sanctioned amount'''.
−
* '''Gross  Trial Balance'''
+
−
* '''Extended Trial Balance'''  
+
  
 
|-
 
|-
−
||
+
|| Point to '''Add more projects''' option
−
||
+
||
−
* Let us see the '''Extended  Trial Balance''' and click on '''View'''.  
+
* To add more than one project name, click on '''Add More Projects''' option.  
−
* Similarly, we can select '''Gross''' and '''Extended Trial Balance'''.  
+
* I won't do it for now since it will be a repetitive task.  
−
* '''Extended Trial Balance''' is one of the unique additions in '''GNUKhata'''.
+
 
 +
.
  
 
|-
 
|-
−
||'''Reports''':Click '''Project Statement'''  
+
|| Point to '''Manual Account Codes''' check box
−
||
+
||  
−
* In '''Project Statement''', you have:  
+
* Next checkbox is for Manual Account codes.
−
* cash inflow
+
If you check this check-box:  
−
* outflow for individual projects.
+
* The account code will be auto-generated while creating accounts.
 +
* You can optionally give account codes manually while creating accounts.  
 +
       
  
 
|-
 
|-
−
||'''Reports''':Go to '''Balance Sheet'''
+
|| Check '''Manual Account Codes''' checkbox
−
||
+
||  
−
You can view '''Balance Sheet''' for the selected period within the financial year in two formats. i.e
+
* Many organizations and individuals choose to maintain the account code manually
−
* '''Conventional Balance Sheet('''horizontal balance sheet''')
+
* So I will check this checkbox.
−
* '''Sources and application of funds'''('''vertical balance sheet''')
+
  
 +
|-
 +
|| Press '''Save''' button
 +
||
 +
* After stating your preference, press '''Save''' button.
 +
* A message will be displayed at the top - '''Your preferences have been saved'''.
  
 
|-
 
|-
−
||'''Reports''':Click '''Profit and Loss''' (or '''Income and Expenditure''')
 
 
||
 
||
−
In '''Profit and Loss''' account you will be able to see:
+
||
−
* The report for '''Profit and Loss''' account
+
After adding the preferences, we can create new accounts by clicking on '''Create Account''' button
−
* For a period within the financial year of an '''Profit Making'''.
+
−
* For a '''NGO''' organisation, this report will be '''Income and Expenditure'''.
+
  
 
|-
 
|-
−
||Administration Menu
+
|| Point to the '''Quit''' button
 
||
 
||
−
In '''Administration''' menu you can:
+
* At this point if you want to quit GNUKhata, you can click on '''Quit''' button.
−
* Create a new user
+
* For now I will click on '''Quit''' button.  
−
* Even change the password of that existing user.
+
  
 +
|-
 +
||Point to welcome screen
 +
||
 +
* You are directed to the '''Welcome Screen of GNUKhata'''
 +
* Click on '''Select Existing Organization''' button
 +
* You will notice the created organization appears in the list.
  
 
|-
 
|-
−
||'''Help''' Menu
+
||Type '''sudo stopgk''' to stop '''GNUKhata'''
 
||
 
||
−
Under '''Help''' menu:
+
* To stop '''GNUkhata''', switch to the terminal, type '''sudo stopgk''' and press enter.
−
* You can see list of '''Shortcut keys''' for all the activities.
+
* Give root password if asked
−
* You can see list of authors in the '''Authors''' option,  
+
−
* The full license text in '''License''' option.  
+
−
* The '''Manual''' option will have the complete manual which is under construction.
+
  
 +
|-
 +
|| Show Slide
 +
Summary
 +
||
 +
So in this tutorial we have learnt :
 +
* To install '''GNUKhata'''
 +
To create:
 +
* New organization
 +
* Set preferences
  
  
 
|-
 
|-
−
||Stop '''GNUkhata'''
+
||/*Slide 9*/
 +
Assignment
 
||
 
||
−
To stop '''GNUkhata''',  type on the '''terminal''' '''sudo stopgk'''  
+
* Set Preferences
 +
** Select '''Projectwise Accounting''' and type in first textbox '''Spoken Tutorial''' and for sanctioned amount type '''800'''
 +
** Select '''Manual Account Code'''
 +
** Click on '''Save''' button
 +
 
 +
 
  
  
−
|-
 
−
||Summary
 
−
||
 
−
So in this tutorial we have seen:
 
−
* How '''GNUKhata''' can be used for Accounting purposes.
 
−
* We have also seen how to install '''GNUKhata'''.
 
  
 
|-
 
|-
−
||
+
||  
−
||
+
||  
 
* Watch the video available at:  http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
 
* Watch the video available at:  http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
 
* It summarizes the Spoken Tutorial project  
 
* It summarizes the Spoken Tutorial project  
Line 306: Line 357:
  
 
|-
 
|-
−
||Spoken Tutorial Workshops
+
|| Spoken Tutorial Workshops
−
||
+
||  
 
The Spoken Tutorial Project Team  
 
The Spoken Tutorial Project Team  
 
* Conducts workshops using spoken tutorials  
 
* Conducts workshops using spoken tutorials  
Line 314: Line 365:
  
 
|-
 
|-
−
||Acknowledgement
+
|| Show Acknowledgement Slide
−
||
+
Acknowledgement
 +
||  
 
* Spoken Tutorial Project is a part of the Talk to a Teacher  project
 
* Spoken Tutorial Project is a part of the Talk to a Teacher  project
 
* It is supported by the National Mission on Education through  ICT, MHRD, Government of India
 
* It is supported by the National Mission on Education through  ICT, MHRD, Government of India
 
* More information on this Mission is available at:  http://spoken-tutorial.org\NMEICT-Intro
 
* More information on this Mission is available at:  http://spoken-tutorial.org\NMEICT-Intro
−
 
  
 
|-
 
|-
−
||Thank You!
+
|| Thanks for joining
−
||
+
||  
−
* That’s it for this tutorial.  
+
* That’s it for this tutorial. This is Trupti Kini from the GNUKhata project, IIT Bombay.
−
* In the upcoming tutorials, we shall learn more about  deploying  '''GNUKhata'''.  
+
 
* Thank you for watching.  
 
* Thank you for watching.  
−
* This is '''Trupti''' signing off, Good Bye.
+
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
|}

Latest revision as of 11:16, 22 July 2013

Title of script: Welcome to GNUKhata

Author: Trupti Kini

Keywords: video tutorial

Visual cue Narration
Display desktop Welcome to GNUKhata
Show Slide

Learning Objectives

In this tutorial, you will be able to:

  • Install GNUKhata
  • Run GNUKhata on your machines
  • Register an organization for a financial year
  • Set Preferences for the Organization
Show Slide

System Requirement

In this tutorial, I am using

  • Ubuntu 12.04 Operating System
  • GNUKhata version 1.2
  • Firefox version 17.0
Show Slide

System Requirements

  • GNUKhata works well on all versions of Ubuntu
  • Starting from 11.04 and above.
  • It has also been tested on Debian Distro of GNU/Linux.


To open GNUKhata interface:

  • We recommend Mozilla Firefox version 3.6 or above.
  • GNUKhata runs smoothly on browsers like Chromium and Opera.
What is GNUKhata?

GNUKhata is a Free and Open Source (FOSS) Accounting Software. It provides a solution for basic book keeping. It can be deployed by:

  • Profit making organizations and
  • Non-profit making organizations like NGOs.
GNUKhata Official Website

For more information on GNUKhata, please visit our website http://gnukhata.org.


Download GNUKhata
  • So let us now see how to install GNUKhata on Linux machines.
  • For this, you need to have the root admin access.
Go to http://www.gnukhata.org/public Let us go to the URL http://www.gnukhata.org/public
/* on the browser window*/
  • Click on installer_1.2.tar.gz
  • When download window pops up, choose Save file option and click OK
From this webpage, download installer_1.2.tar.gz on your machine by clicking on it
  • When download window pops up, choose Save file and click on OK


Copy installer_1.2.tar.gz to Home folder. Copy the downloaded tar file from your Downloads to your Home folder
Go to the Home folder Now go to your Home folder
Right-click on the installer_1.2.tar.gz then select Extract here

Installation of GNUKhata

Right-click on the installer_1.2.tar.gz and select Extract here.


Press Ctrl+Alt+T

Installation of GNUKhata

Open terminal by pressing Ctrl+Alt+T.


Type sudo apt-get update and press Enter
  • Type the command sudo apt-get update
  • Press Enter
  • Give the root password if asked


Type cd installer_1.2 and press Enter

Now, go inside the installer_1.2 folder by typing cd installer_1.2

  • Press Enter
Type sudo chmod +x ./gkinstall.sh and press Enter
  • Once inside the installer_1.2 directory, execute the following command:

sudo chmod +x ./gkinstall.sh

  • Press Enter
  • Give the root password if asked
  • With this command, we are giving the executable permission


Type sudo ./gkinstall.sh and press Enter
  • Now, type sudo ./gkinstall.sh
  • Press Enter
  • With sudo command, we are giving root user privilege.
  • This installation will take some time.
Type sudo startgk and press Enter

When the prompt returns without any error, type sudo startgk and press Enter

Open Firefox and type in the address bar

http://localhost:8080

  • To run GNUKhata on your machine, open the Firefox browser.
  • Type in the address bar http://localhost:8080 and then press enter.


GNUKhata's welcome screen

This is the Welcome screen of GNUKhata.

Point to buttons
  • Select Existing Organization
  • Create New Organization

Here you see two buttons:

  • Selecting Existing Organization
  • And the second is Create New Organization

Click on Create New Organization button

  • Since we have just installed GNUKhata, we will have to create a new organization.
  • For this, click on Create New Organization button.
Point to the four options Organization Name, Organization Type, Financial year From date and To date

Four important options of GNUKhata appear on the screen:

  • Organization Name.
  • Organization Type.
  • Financial Year From Date and
  • To date
In Organization Name text box, type Welcome
  • Here, in the Organization Name field, let's type the name of a company.
  • For example, Welcome
Choose from the drop down of Organization Type
  • Next, under Organization Type, we have two choices Profit Making and NGO
  • Let me select NGO as my option.
Enter the financial year
  • Now we have to specify From Date and To Date
  • I will type in from date
    • 01 press enter
    • 04 press enter
    • 2011 press enter
  • To date appears automatically
Click on Next

Now, press the Next button.

Screen 2

Point to Welcome and Financial Year

The name of the organization and the financial year period appears at the top.


Point to the various text boxes
  • Information pertaining to the organization has to be filled here.
  • For now, I will choose not to fill any of these details, as they are optional.
Point to Save button

If you choose to fill details here, then click on Save button before proceeding.

Click on Skip button

However, since we are not entering any details here, let's press the Skip button.

Point to loader
  • Note, we have to wait for some time, because the database is being created.
  • This is a one-time process while creating a new organization.
Screen 3

Point to two checkboxes:

  • Projectwise Accounting
  • Manual Account Codes
  • On the next webpage, you have to choose the Preferences for your organisation.

There are two checkboxes here:

  • Projectwise Accounting
  • Manual Account Codes
Point to 1st check box (Projectwise Accounting)

If you want project wise accounting, then check the Projectwise Accounting checkbox.


Check Projectwise Accounting checkbox >> Point to the new textboxes below.
  • Note what happens when this checkbox is checked.
  • Two new textboxes appear below


Point to the first textbox >> Type spoken tutorial
  • We have to type the name of that project in the first textbox.
  • So, let's type spoken tutorial.
Point to the second textbox >> Type 800
  • Enter the sanctioned amount for that project, in the next textbox.
  • Let's enter 800 as the sanctioned amount.
Point to Add more projects option
  • To add more than one project name, click on Add More Projects option.
  • I won't do it for now since it will be a repetitive task.

.

Point to Manual Account Codes check box
  • Next checkbox is for Manual Account codes.

If you check this check-box:

  • The account code will be auto-generated while creating accounts.
  • You can optionally give account codes manually while creating accounts.


Check Manual Account Codes checkbox
  • Many organizations and individuals choose to maintain the account code manually
  • So I will check this checkbox.
Press Save button
  • After stating your preference, press Save button.
  • A message will be displayed at the top - Your preferences have been saved.

After adding the preferences, we can create new accounts by clicking on Create Account button

Point to the Quit button
  • At this point if you want to quit GNUKhata, you can click on Quit button.
  • For now I will click on Quit button.
Point to welcome screen
  • You are directed to the Welcome Screen of GNUKhata
  • Click on Select Existing Organization button
  • You will notice the created organization appears in the list.
Type sudo stopgk to stop GNUKhata
  • To stop GNUkhata, switch to the terminal, type sudo stopgk and press enter.
  • Give root password if asked
Show Slide

Summary

So in this tutorial we have learnt :

  • To install GNUKhata

To create:

  • New organization
  • Set preferences


/*Slide 9*/

Assignment

  • Set Preferences
    • Select Projectwise Accounting and type in first textbox Spoken Tutorial and for sanctioned amount type 800
    • Select Manual Account Code
    • Click on Save button



Spoken Tutorial Workshops

The Spoken Tutorial Project Team

  • Conducts workshops using spoken tutorials
  • Gives certificates to those who pass an online test
  • For more details, please write to contact@spoken-tutorial.org
Show Acknowledgement Slide

Acknowledgement

  • Spoken Tutorial Project is a part of the Talk to a Teacher project
  • It is supported by the National Mission on Education through ICT, MHRD, Government of India
  • More information on this Mission is available at: http://spoken-tutorial.org\NMEICT-Intro
Thanks for joining
  • That’s it for this tutorial. This is Trupti Kini from the GNUKhata project, IIT Bombay.
  • Thank you for watching.




Contributors and Content Editors

Nancyvarkey, Trupti

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