Difference between revisions of "Aakash-Business-Tool/C2/Account-Management/English"

From Script | Spoken-Tutorial
Jump to: navigation, search
(Created page with ' {| style="border-spacing:0;" | style="border-top:1.05pt double #808080;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|…')
 
Line 1: Line 1:
 
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
 
| style="border-top:1.05pt double #808080;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| '''Visual cue'''  
 
| style="border-top:1.05pt double #808080;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| '''Visual cue'''  
Line 8: Line 7:
  
 
/* Slide 1 */  
 
/* Slide 1 */  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Welcome to this tutorial on '''Account Management''' in '''ABT'''.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
Welcome to this tutorial on '''Account Management''' in '''ABT'''.  
  
 
|-
 
|-
Line 14: Line 14:
  
 
'''Learning Objectives''' /*Slide 2 */  
 
'''Learning Objectives''' /*Slide 2 */  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| In this tutorial, you will be able to:  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
In this tutorial, you will be able to:  
  
 
* Create Account  
 
* Create Account  
Line 27: Line 28:
 
'''System Requirements'''  
 
'''System Requirements'''  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| In this tutorial, I am using
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| In this tutorial, I am using
 
+
* '''ABT''' 1.0
<nowiki>* </nowiki>'''ABT''' 1.0
+
* '''Android''' 4.2
 
+
<nowiki>* </nowiki>'''Android''' 4.2
+
  
 
|-
 
|-
Line 58: Line 57:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Select '''Free Accounting Foundation''' from Organization drop down  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Select '''Free Accounting Foundation''' from Organization drop down  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * We had already created an organization called '''Free Accounting Foundation''' in '''Managing organization''' tutorial  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 +
* We had already created an organization called '''Free Accounting Foundation''' in '''Managing organization''' tutorial  
  
 
* We will select it from the drop-down list.  
 
* We will select it from the drop-down list.  
Line 74: Line 74:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Select '''guest''' for role
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Select '''guest''' for role
 
* Automatically '''Username''' & '''Password''' will be  
 
* Automatically '''Username''' & '''Password''' will be  
  
Line 81: Line 82:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Screen 3  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Screen 3  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Entered in the respective fields
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
Entered in the respective fields
 
* Tap on '''Log in''' button to continue
 
* Tap on '''Log in''' button to continue
  
Line 88: Line 90:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Master Menu'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Master Menu'''
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * We are now on the master menu of '''ABT'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* We are now on the master menu of '''ABT'''
  
  
Line 98: Line 101:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Group name'''
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Group name'''
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Let's choose '''Direct Expense''' from group name
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
Let's choose '''Direct Expense''' from group name
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to sub group
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to sub group
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Notice that the drop-down list for sub-group does not have any sub-groups by default.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
Notice that the drop-down list for sub-group does not have any sub-groups by default.  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| <nowiki>* If you do not wish to create a sub-group, you can select </nowiki>'''No Sub-group''' option.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* If you do not wish to create a sub-group, you can select '''No Sub-group''' option.  
  
<nowiki>* But for this entry, let us choose the </nowiki>'''Create New Subgroup '''option.  
+
* But for this entry, let us choose the '''Create New Subgroup '''option.  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to new subgroup textbox
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to new subgroup textbox
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| <nowiki>* As soon as we do this, a new text box appears. </nowiki><nowiki>* Here, we can type the name of the subgroup we wish to create. </nowiki><nowiki>* Let us type </nowiki>'''Salary''' in the text-box.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* As soon as we do this, a new text box appears.  
 +
* Here, we can type the name of the subgroup we wish to create.  
 +
* Let us type '''Salary''' in the text-box.  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to subgroup list
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to subgroup list
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Newly created subgroup name appears in the subgroup list after saving the account  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
Newly created subgroup name appears in the subgroup list after saving the account  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to account name field
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to account name field
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| I will type '''Salary For Employees''' in the account name field
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
I will type '''Salary For Employees''' in the account name field
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| No opening balance
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| No opening balance
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * There is no provision to enter an opening balance for this account.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* There is no provision to enter an opening balance for this account.  
 
* This is because, an account under the group '''Direct Expense''' cannot have an opening balance.  
 
* This is because, an account under the group '''Direct Expense''' cannot have an opening balance.  
  
Line 131: Line 143:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to account code field
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to account code field
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| <nowiki>* Notice that the Account Code is automatically generated. </nowiki><nowiki>* You can change this account code if you wish. </nowiki>
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Notice that the Account Code is automatically generated.
 +
* You can change this account code if you wish.  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| More features – '''Editing Accounts'''  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| More features – '''Editing Accounts'''  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Now what if we typed the name incorrectly? What do we do?  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Now what if we typed the name incorrectly? What do we do?  
 
* Well, don't worry at all! We can edit as well as delete the accounts.  
 
* Well, don't worry at all! We can edit as well as delete the accounts.  
  
Line 142: Line 157:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on '''Find / Edit''' tab  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on '''Find / Edit''' tab  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * When we tap on edit account tab we see page to edit account
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* When we tap on edit account tab we see page to edit account
  
  
Line 148: Line 164:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Search Account By''' drop-down  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Search Account By''' drop-down  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Now you can see a drop-down menu - '''Search Account By'''  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Now you can see a drop-down menu - '''Search Account By'''  
 
* The account can be searched by either '''Account Name''' or '''Account Code'''.  
 
* The account can be searched by either '''Account Name''' or '''Account Code'''.  
 
* There is no provision of this dropdown if '''Manual Account Codes''' was not checked
 
* There is no provision of this dropdown if '''Manual Account Codes''' was not checked
Line 157: Line 174:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Select '''Account Name''' from the dropdown  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Select '''Account Name''' from the dropdown  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| <nowiki>* Let us search the account by </nowiki>'''Account Name'''.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Let us search the account by </nowiki>'''Account Name'''.  
  
<nowiki>* List of account names will be seen below</nowiki>
+
* List of account names will be seen below
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to the Search result  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to the Search result  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| <nowiki>* Tap on </nowiki>'''Salary For Employees'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 
+
* Tap on '''Salary For Employees'''
<nowiki>* Here, the details for </nowiki>'''Salary For Employees''' is displayed.  
+
* Here, the details for '''Salary For Employees''' is displayed.  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to prompt box
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to prompt box
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| A prompt box appears which asks whether we want to:
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
A prompt box appears which asks whether we want to:
  
<nowiki>* </nowiki>'''Edit Account''' Or
+
* '''Edit Account''' Or
  
<nowiki>* </nowiki>'''Delete Account '''
+
* '''Delete Account '''
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on '''Edit''' button  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on '''Edit''' button  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * To edit the details of this account, let us tap on '''Edit''' '''Account '''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* To edit the details of this account, let us tap on '''Edit''' '''Account '''
 
* This will make the account '''editable'''.  
 
* This will make the account '''editable'''.  
  
Line 184: Line 204:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Change '''Salary For Employees''' to '''Salary for Staffs'''  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Change '''Salary For Employees''' to '''Salary for Staffs'''  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Only account name and opening balance are editable
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Only account name and opening balance are editable
 
* '''Salary For Employees''' is under the Group '''Direct Expense'''.  
 
* '''Salary For Employees''' is under the Group '''Direct Expense'''.  
 
* Hence, we can only edit the account name and not the opening balance  
 
* Hence, we can only edit the account name and not the opening balance  
Line 193: Line 214:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on '''Save''' button  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on '''Save''' button  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| To save the changes made, tap on '''Save''' button.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
To save the changes made, tap on '''Save''' button.  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Confirmation Message  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Confirmation Message  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Message appears saying changes made successfully
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Message appears saying changes made successfully
  
  
Line 203: Line 226:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"|  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Similarly, you can edit the Account details by searching with '''Account Code'''.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Similarly, you can edit the Account details by searching with '''Account Code'''.  
  
  
Line 209: Line 233:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Delete Account  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Delete Account  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Now we will see how to delete this account  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Now we will see how to delete this account  
 
* We can delete only those accounts which has no opening balance and no transaction  
 
* We can delete only those accounts which has no opening balance and no transaction  
  
Line 216: Line 241:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on delete button  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Tap on delete button  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| <nowiki>* To delete the account, </nowiki>tap on the '''Salary For Staffs'''
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|
 +
* To delete the account, tap on the '''Salary For Staffs'''
  
'''<nowiki>* </nowiki>'''Tap on '''Delete''' option  
+
* Tap on '''Delete''' option  
  
 
|-
 
|-
Line 239: Line 265:
  
 
Summary  
 
Summary  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| In this tutorial we have learnt about:  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
In this tutorial we have learnt about:  
  
 
* Create Account  
 
* Create Account  
Line 251: Line 278:
  
 
Assignment  
 
Assignment  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| Create account with:
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
Create account with:
 
* Group name - '''Current Asset''', Sub Group name - '''Bank''' and Account Name - '''SBI'''.  
 
* Group name - '''Current Asset''', Sub Group name - '''Bank''' and Account Name - '''SBI'''.  
 
* Group name - '''Current Asset''' and Sub-group name – '''Cash '''and Account Name''' - Cash On Hand. '''
 
* Group name - '''Current Asset''' and Sub-group name – '''Cash '''and Account Name''' - Cash On Hand. '''
Line 260: Line 288:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| /*Slide 10*/  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| /*Slide 10*/  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Watch the video available at: [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* Watch the video available at: [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]  
 
* It summarizes the Spoken Tutorial project  
 
* It summarizes the Spoken Tutorial project  
 
* If you do not have good bandwidth, you can download and watch it  
 
* If you do not have good bandwidth, you can download and watch it  
Line 282: Line 311:
  
 
Acknowledgement  
 
Acknowledgement  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * Spoken Tutorial Project is a part of the Talk to a Teacher project  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* 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  
Line 290: Line 320:
 
|-
 
|-
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Thanks for joining  
 
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:none;padding:0.049cm;"| Thanks for joining  
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"| * That’s it for this tutorial. This is Trupti Kini, IIT Bombay.  
+
| style="border-top:none;border-bottom:1.05pt double #808080;border-left:1.05pt double #808080;border-right:1.05pt double #808080;padding:0.049cm;"|  
 +
* That’s it for this tutorial. This is Trupti Kini, IIT Bombay.  
 
* Thank you for watching.  
 
* Thank you for watching.  
  

Revision as of 15:49, 17 October 2013

Visual cue Narration
Display desktop

/* Slide 1 */

Welcome to this tutorial on Account Management in ABT.

Show Slide

Learning Objectives /*Slide 2 */

In this tutorial, you will be able to:

  • Create Account
  • Edit Account
  • Delete Account


Show Slide

System Requirements

In this tutorial, I am using
  • ABT 1.0
  • Android 4.2
Prerequisites

/*Slide 4*/

For this tutorial, you must be familiar with:
  • The principles of book keeping.
  • How to run and start ABT
  • How to Create a New Organization

If not, for relevant tutorials please visit http://spoken-tutorial.org

Start ABT Select ABT application on Android 4.2
ABT's Welcome screen We will see ABT's welcome screen
Tap on Select Existing Organization button We will choose the Select Existing Organization button
Select Free Accounting Foundation from Organization drop down
  • We had already created an organization called Free Accounting Foundation in Managing organization tutorial
  • We will select it from the drop-down list.


Point to the Financial year dates The financial year we had set is shown now.
Tap on Login button Now, we shall tap on Login button and go ahead to the login screen.
  • Select guest for role
  • Automatically Username & Password will be


Screen 3

Entered in the respective fields

  • Tap on Log in button to continue


Point to Master Menu
  • We are now on the master menu of ABT


Let us create one more account int his tutorial
Point to Group name

Let's choose Direct Expense from group name

Point to sub group

Notice that the drop-down list for sub-group does not have any sub-groups by default.

  • If you do not wish to create a sub-group, you can select No Sub-group option.
  • But for this entry, let us choose the Create New Subgroup option.
Point to new subgroup textbox
  • As soon as we do this, a new text box appears.
  • Here, we can type the name of the subgroup we wish to create.
  • Let us type Salary in the text-box.
Point to subgroup list

Newly created subgroup name appears in the subgroup list after saving the account

Point to account name field

I will type Salary For Employees in the account name field

No opening balance
  • There is no provision to enter an opening balance for this account.
  • This is because, an account under the group Direct Expense cannot have an opening balance.


Point to account code field
  • Notice that the Account Code is automatically generated.
  • You can change this account code if you wish.
More features – Editing Accounts
  • Now what if we typed the name incorrectly? What do we do?
  • Well, don't worry at all! We can edit as well as delete the accounts.


Tap on Find / Edit tab
  • When we tap on edit account tab we see page to edit account


Point to Search Account By drop-down
  • Now you can see a drop-down menu - Search Account By
  • The account can be searched by either Account Name or Account Code.
  • There is no provision of this dropdown if Manual Account Codes was not checked
  • Only Search by Account Name would have been visible


Select Account Name from the dropdown
  • Let us search the account by </nowiki>Account Name.
  • List of account names will be seen below
Point to the Search result
  • Tap on Salary For Employees
  • Here, the details for Salary For Employees is displayed.
Point to prompt box

A prompt box appears which asks whether we want to:

  • Edit Account Or
  • Delete Account
Tap on Edit button
  • To edit the details of this account, let us tap on Edit Account
  • This will make the account editable.


Change Salary For Employees to Salary for Staffs
  • Only account name and opening balance are editable
  • Salary For Employees is under the Group Direct Expense.
  • Hence, we can only edit the account name and not the opening balance
  • Let us modify the account name to Salary For Staffs.


Tap on Save button

To save the changes made, tap on Save button.

Point to Confirmation Message
  • Message appears saying changes made successfully


  • Similarly, you can edit the Account details by searching with Account Code.


Point to Delete Account
  • Now we will see how to delete this account
  • We can delete only those accounts which has no opening balance and no transaction


Tap on delete button
  • To delete the account, tap on the Salary For Staffs
  • Tap on Delete option
Point to message confirmation A confirmation message appears where we will choose Yes to delete.
Success message A success message then appears saying desired account deleted.
We now successfully edited and deleted an account.



/*Slide 8*/

Summary

In this tutorial we have learnt about:

  • Create Account
  • Edit Account
  • Delete Account


/*Slide 9*/

Assignment

Create account with:

  • Group name - Current Asset, Sub Group name - Bank and Account Name - SBI.
  • Group name - Current Asset and Sub-group name – Cash and Account Name - Cash On Hand.
  • Group name - Current Asset and Sub-group name - Cash and Account Name - Cash


/*Slide 10*/


Spoken Tutorial Workshops

/*Slide 11*/

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, IIT Bombay.
  • Thank you for watching.


Contributors and Content Editors

Nancyvarkey, Trupti