Difference between revisions of "Aakash-Business-Tool/C2/Set-Preferences/English"

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Title of script: Setting Preferences
 
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Author: Trupti Rajesh Kini
 
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{| border=1
 
{| border=1
−
|| '''Visual cue'''
+
| '''Visual cue'''  
−
|| '''Narration'''
+
| '''Narration'''  
  
 
|-
 
|-
−
||Display desktop  
+
| Display desktop  
 +
 
 
/* Slide 1 */  
 
/* Slide 1 */  
−
||
+
| Hello and welcome to this spoken tutorial on '''Setting Preferences''' in '''ABT.'''
−
Welcome to this tutorial on Setting Preferences in ABT.  
+
  
 
|-
 
|-
−
||Show Slide  
+
| Show Slide 2
−
||
+
| In this tutorial, you will be able to:  
−
Learning Objectives /*Slide 2 */
+
 
−
In this tutorial, you will be able to:  
+
* Edit/Delete organisation details  
−
* Edit/Delete organisation details
+
* Add/Edit/Delete project  
−
* Add/Edit/Delete project
+
* Rollover  
−
* Rollover
+
* Export/Import organisation  
−
* Export/Import organisation
+
  
 
|-
 
|-
−
||Show Slide  
+
| '''Show Slide'''
−
||
+
 
−
System Requirements  
+
'''System Requirements''' /*Slide 3 */
−
In this tutorial, I am using
+
| In this tutorial, I am using  
−
* ABT 1.0
+
 
−
* Android 4.2
+
* '''ABT''' 1.0  
 +
* '''Android''' 4.2 (Jelly Bean)
 +
* Rooted tablet
  
 
|-
 
|-
−
|| Prerequisites
+
| /*Slide 4 */  
−
/*Slide 4*/  
+
| For more information visit
−
||
+
 
−
For this tutorial, you must be familiar with:  
+
[https://github.com/androportal/ABT https://github.com/androportal/ABT] '''
 +
 
 +
[http://aakashlabs.org/docs/abt/index.html http://aakashlabs.org/docs/abt/index.html] '''
 +
 
 +
|-
 +
| '''Prerequisites'''
 +
 
 +
/*Slide 5*/
 +
| For this tutorial, you must be familiar with:  
 +
 
 
* The principles of book keeping.  
 
* The principles of book keeping.  
−
* How to run and start ABT  
+
* How to run and start '''ABT'''
−
* How to Create a New Organization
+
* How to create a new organization
−
If not, for relevant tutorials please visit http://spoken-tutorial.org
+
  
 +
If not, for relevant tutorials please visit [http://spoken-tutorial.org/ http://spoken-tutorial.org]
  
 
|-
 
|-
−
||Start ABT
+
| Start ABT  
−
||
+
| Select '''ABT''' application on '''Android 4.2.'''
−
Select ABT application on Android 4.2
+
  
 
|-
 
|-
−
||ABT's Welcome screen  
+
| Point to ABT's Welcome screen  
−
||
+
| We will see '''ABT''''s welcome screen.
−
We will see ABT's welcome screen  
+
  
 
|-
 
|-
−
||Tap on Select Existing Organization button  
+
| Point to '''Select Existing Organization''' button  
−
||
+
|Tap on '''Select existing organization''' button.
−
* We had already created an organization called Free Accounting Foundation in Managing organization tutorial
+
 
−
* We will select it from the drop-down list.  
+
We have already created an organization called '''ST'''.
  
 
|-
 
|-
−
||Tap on  Login button  
+
| Point to Login button  
−
||
+
| Let's login as '''guest'''
−
* Lets Login as guest
+
  
 
|-
 
|-
−
||Point to Master Menu
+
| Point to Master Menu  
−
||
+
| We are now on the master menu of''' ABT .'''
−
We are now on the master menu of ABT
+
  
 
|-
 
|-
−
||Point to Preferences
+
| Point to '''Preferences '''
−
||
+
| Tap on ''' Preferences''' option.
−
Select Preferences option from master menu to edit organisation details or Add/Edit/Delete project.
+
 
 +
In '''Preferences''', we can see
 +
* '''Edit/Delete organisation''' and
 +
* '''Add/Edit/Delete project''' options
 +
 
 +
 
 +
First, let's edit/delete organisation.
  
 
|-
 
|-
−
||Point to Edit/Delete option
+
| Point to the new screen
−
||
+
| The organization details page becomes editable.
−
Lets choose Edit/Delete organization option from select preference
+
  
 +
|-
 +
| Point to '''City '''
 +
|Select '''Maharashtra''' for '''State''' and '''Mumbai''' for '''City'''.
  
 
|-
 
|-
−
||Point to new screen
+
| Point to''' Save '''button
−
||
+
| Save the changes.
−
* The entire organization becomes editable
+
  
 
|-
 
|-
−
||Point to city
+
| Point to '''Reset''' button
−
||
+
| If we want to reset all the fields, tap on '''Reset''' button.
−
Let us select Mumbai  for city
+
  
 
|-
 
|-
−
||Point to save button  
+
| Point to '''Delete '''button  
−
||
+
| Tap on '''Delete ''' button to delete the organization.
−
Tap on save button to save the changes
+
  
 +
We can delete organization for a particular financial period.
  
 
|-
 
|-
−
||Point to reset button
+
|Tap on OK
−
||
+
| Tap on '''OK''' for confirmation.
−
If we want to add organization details newly we can tap on reset button
+
  
 
|-
 
|-
−
||Point to delete button
+
|
−
||
+
|When we delete an organization, we are directed back to the welcome screen of '''ABT'''.
−
Tap on delete button if we want to delete the organization
+
  
 
|-
 
|-
−
||Point to confirmation box
+
| Point to '''Add/Edit/Delete project '''
−
||
+
| Now let us learn what is '''Add/Edit/Delete project.'''
−
* There will be confirmation twice
+
−
* In the first confirmation, it asks whether we want to delete organization for the given financial year.  
+
−
* Tap Yes if you want to delete
+
−
* In the next, it gives warning that by deleting organization we will loose data and session will be closed
+
−
* Tap Ok if you really want to delete
+
  
 
|-
 
|-
−
||Point to the main screen
+
| Point to Login
−
||
+
|  
−
* If we delete, we will be directed to the main screen
+
Select organization '''Free Accounting Foundation'''.
−
* I wont delete for now
+
  
 +
|-
 +
|Login as admin
 +
|Login as '''admin'''
  
 
|-
 
|-
−
||Point to Add/Edit/Delete project
+
| Point to Preferences
−
||
+
| Tap on '''Preferences'''
−
* We will now see what is Add/Edit/Delete project
+
 
 +
Now, let us select''' Add/Edit/Delete project'''
  
 
|-
 
|-
−
||Point to Enter projectname
+
| Point to '''Enter projectname'''
−
||
+
| Here we can add project names.
−
* Here we have to add projects
+
 
−
* Lets enter ABT
+
Let's us add '''ABT''' and tap on '''Add Project''' button.
−
* Tap on Add project button
+
  
 
|-
 
|-
−
||Point to the added project
+
| Point to project name
−
||
+
|Here I have already added one project called '''Spoken-Tutorial'''
−
* It says the project added successfully
+
−
* We can view it on the transaction in master menu
+
−
* In the drop down of Project,we can view the created voucher
+
−
* Now we can create vouchers as per projects
+
  
 
|-
 
|-
−
||Point to project name
+
| Point to '''Spoken Tutorial'''
−
||
+
| Now, when we tap on the '''Project name''', we get 2 options:
−
* Now when we tap on the project name on screen, we get two options
+
−
**Edit project name  
+
* '''Edit project name''' &
−
**Delete project
+
* '''Delete project '''
  
 
|-
 
|-
−
||Point to Edit project name
+
| Point to '''Edit project name'''
−
||
+
| Let us try to '''Edit project name.'''
−
* Lets choose Edit project name
+
Let us change to '''ST'''
−
* A window appears with name of the project editable
+
−
* Change ABT  to Aakash Business Tool
+
−
* Tap on Done
+
  
 +
|-
 +
| Point to success message
 +
| Project name successfully changed to '''ST'''
  
 
|-
 
|-
−
||Point to the changed name
+
| Point to '''Delete project '''
−
||
+
| Likewise, we can delete projects.
−
* We can view the name changed successfully
+
 
 +
But note, if project has transactions, it can not be deleted.
 +
 
 +
Now, let us learn what is rollover.
  
 
|-
 
|-
−
||Point to Delete project
+
| Point to Login
−
||
+
| For that go to the welcome screen of '''ABT'''.
−
* Likewise if we want to delete project, we can choose Delete project
+
 
−
* If project has transactions, it can not be deleted.  
+
Let us create an organization called '''ST''' of type '''Profit Making'''.
 +
 
 +
For the financial period '''1st April 2012''' to '''31st March 2013'''
  
 
|-
 
|-
−
||Point to rollover
+
|Login as guest
−
||
+
|Login as '''guest'''
−
* Go to Master menu > Rollover.
+
−
* Click on Rollover, it will prompt accourding to following conditions:
+
−
** It will check for financial period
+
−
** If it is not completed financial to date then, it prompt for can not rollover, since financial year is not completed!!.
+
−
Else if financial year is completed then it prompt to rollover has been done.
+
−
Rollover will be done only once in a financial period
+
−
If you click on it again, it prompt rollover has done already!!
+
  
 +
|-
 +
| Point to organization details page
 +
| Skip organization details page
  
 
|-
 
|-
−
||Point to Export organization
+
| Point to '''Rollover'''
−
||
+
|Now, let us see what is '''Rollover'''
−
* Go to Master menu > Export organisation.
+
−
* Export organisation :
+
−
** Go to Master menu > Export organisation.
+
−
** It will pop up a dialog box  which ask’s “Do you want to export organisation”.
+
−
** If Yes then, it will prompt “organisation has been exported to /mnt/sdcard/export/”.
+
  
 
|-
 
|-
−
||Point to export
+
| Point to '''Rollover'''
−
||
+
|Now, let us tap on '''Rollover'''.
−
* See, there is a location in tablet called /mnt/sdcard/export
+
 
−
* We can find exported organisation sql formated file there
+
It asks whether we want to rollover to next financial year.
 +
 
 +
Tap on '''Yes'''
  
 
|-
 
|-
−
||Point to main page of ABT
+
| Point to '''Rollover'''
−
||
+
|We are directed back to the welcome screen.
−
* Import organisation :
+
 
−
** To import same organisation in another tablet just transfer export folder, provided ABT is installed.  
+
With the message that rollover has been done successfully.
−
** Import organization option is available at first page of ABT
+
  
 
|-
 
|-
−
||Point to import organization
+
| Go to Master menu > Rollover.
−
||
+
 
−
* Just click on Import organization
+
Point to rollover
−
* It will show all available exported organisation and financial years to import it on current tablet.  
+
|Rollover can be done according to following conditions:
−
* Now, select organisation name and it’s financial year which you would like to import
+
 
−
* Tap on Import button.
+
* It will check for financial period.
 +
* If it has not completed financial period, rollover wont happen.
 +
* Rollover will be done only once in a financial period.
 +
* If you tap on it again, it prompt '''Rollover has been done already!!'''
  
 
|-
 
|-
−
||Summary
+
| Point to financial periods
−
||
+
|Here in financial year we will see 2 financial year periods:
−
* Let's summarise
+
* The period for which we created the organization and
−
*In this tutorial, we learnt to view
+
* The period after rollover
−
** Edit/Delete organisation details
+
 
−
** Add/Edit/Delete project
+
 
−
** Rollover
+
The closing balance of all the,
−
** Export/Import organisation
+
* Ledger accounts
 +
* Groups/Subgroups &
 +
* User details
 +
are forwarded to new financial period
  
 
|-
 
|-
−
||Assignment
+
|  
−
||
+
|Now, let us learn what is Import & Export organization.
−
As an assignment, add project Spoken Tutorial
+
  
 
|-
 
|-
−
||
+
| select '''Free Accounting Foundation''' organization.
−
||
+
|Let us select '''Free Accounting Foundation''' organization.
−
Watch the video available at
+
−
http:spoken-tutorial.org/
+
−
+
−
It summarizes the Spoken Tutorial
+
−
project
+
  
−
If you do not have good
+
|-
−
bandwidth, you can download
+
|Point to Login
−
and watch it
+
|Login as '''admin'''
  
 
|-
 
|-
−
||Spoken tutorial Workshops
+
| Go to Master menu > Export organization.
−
||
+
−
The Spoken Tutorial Project Team
+
  
−
Conducts workshops using spoken tutorials
+
Point to Export organization
 +
|Tap on '''Export organization''' option
  
−
Gives certificates to those who pass an online test  
+
It will ask whether we want to export organization.
 +
 
 +
Tap on '''Yes.'''
 +
 
 +
It will say organization '''Free Accounting Foundation has been exported to /mnt/sdcard/export/'''".
 +
 
 +
We can check the path for the file.
 +
 
 +
It is a path located in the tablet.
 +
 
 +
|-
 +
|
 +
| Now, let us learn how to import organization.
 +
 
 +
|-
 +
| Point to main page of ABT
 +
|For that go back to the welcome screen of '''ABT'''
 +
 
 +
For import organization, '''ABT''' must be installed in the tablet.
 +
 
 +
We can import organization in any tablet.
 +
 
 +
It can be done by transferring export folder to internal '''SD card.'''
 +
 
 +
|-
 +
| Point to '''Import organization'''
 +
| '''Import organization''' option is available on main page drawer of '''ABT'''.
 +
 
 +
Tap on '''Import organization'''.
 +
 
 +
It will show all available exported organizations and financial years to be imported.
 +
 
 +
|-
 +
| Point to '''Import organization'''
 +
|Select '''Free Accounting Foundation'''
 +
 
 +
Tap on '''Import'''
 +
 
 +
|-
 +
| Point to success message
 +
|It will say, '''Organization Free Accounting Foundation''' for the financial year has been imported successfully.'''
 +
 
 +
|-
 +
| Summary
 +
| So, in this tutorial we have learnt 
 +
* how to Edit/Delete organisation details
 +
* how to Add/Edit/Delete project
 +
* how to Rollover
 +
* how to Export/Import organisation
 +
 
 +
|-
 +
| Assignment
 +
| As an assignment, add project '''Aakash'''.
 +
 
 +
|-
 +
|
 +
| Watch the video available at http:spoken-tutorial.org/
 +
 
 +
It summarizes the Spoken Tutorial project
 +
 
 +
If you do not have good bandwidth, you can download and watch it
 +
 
 +
|-
 +
| 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  
 
For more details, please write to contact@spoken-tutorial.org  
  
 
|-
 
|-
−
||Acknowledgements
+
| Acknowledgements  
−
||
+
| 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  
−
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  
+
More information on this Mission is available at [http://spoken-tutorial.org/ http://spoken-tutorial.org] /NMEICT-Intro  
−
http://spoken-tutorial.org /NMEICT-Intro
+
 
 +
|-
 +
|
 +
|That's it for this tutorial.  This is Trupti Kini from IIT Bombay.  Thank you very much for watching.
 +
|}

Latest revision as of 22:11, 20 March 2014

Visual cue Narration
Display desktop

/* Slide 1 */

Hello and welcome to this spoken tutorial on Setting Preferences in ABT.
Show Slide 2 In this tutorial, you will be able to:
  • Edit/Delete organisation details
  • Add/Edit/Delete project
  • Rollover
  • Export/Import organisation
Show Slide

System Requirements /*Slide 3 */

In this tutorial, I am using
  • ABT 1.0
  • Android 4.2 (Jelly Bean)
  • Rooted tablet
/*Slide 4 */ For more information visit

https://github.com/androportal/ABT

http://aakashlabs.org/docs/abt/index.html

Prerequisites

/*Slide 5*/

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.
Point to ABT's Welcome screen We will see ABT's welcome screen.
Point to Select Existing Organization button Tap on Select existing organization button.

We have already created an organization called ST.

Point to Login button Let's login as guest
Point to Master Menu We are now on the master menu of ABT .
Point to Preferences Tap on Preferences option.

In Preferences, we can see

  • Edit/Delete organisation and
  • Add/Edit/Delete project options


First, let's edit/delete organisation.

Point to the new screen The organization details page becomes editable.
Point to City Select Maharashtra for State and Mumbai for City.
Point to Save button Save the changes.
Point to Reset button If we want to reset all the fields, tap on Reset button.
Point to Delete button Tap on Delete button to delete the organization.

We can delete organization for a particular financial period.

Tap on OK Tap on OK for confirmation.
When we delete an organization, we are directed back to the welcome screen of ABT.
Point to Add/Edit/Delete project Now let us learn what is Add/Edit/Delete project.
Point to Login

Select organization Free Accounting Foundation.

Login as admin Login as admin
Point to Preferences Tap on Preferences

Now, let us select Add/Edit/Delete project

Point to Enter projectname Here we can add project names.

Let's us add ABT and tap on Add Project button.

Point to project name Here I have already added one project called Spoken-Tutorial
Point to Spoken Tutorial Now, when we tap on the Project name, we get 2 options:
  • Edit project name &
  • Delete project
Point to Edit project name Let us try to Edit project name.

Let us change to ST

Point to success message Project name successfully changed to ST
Point to Delete project Likewise, we can delete projects.

But note, if project has transactions, it can not be deleted.

Now, let us learn what is rollover.

Point to Login For that go to the welcome screen of ABT.

Let us create an organization called ST of type Profit Making.

For the financial period 1st April 2012 to 31st March 2013

Login as guest Login as guest
Point to organization details page Skip organization details page
Point to Rollover Now, let us see what is Rollover
Point to Rollover Now, let us tap on Rollover.

It asks whether we want to rollover to next financial year.

Tap on Yes

Point to Rollover We are directed back to the welcome screen.

With the message that rollover has been done successfully.

Go to Master menu > Rollover.

Point to rollover

Rollover can be done according to following conditions:
  • It will check for financial period.
  • If it has not completed financial period, rollover wont happen.
  • Rollover will be done only once in a financial period.
  • If you tap on it again, it prompt Rollover has been done already!!
Point to financial periods Here in financial year we will see 2 financial year periods:
  • The period for which we created the organization and
  • The period after rollover


The closing balance of all the,

  • Ledger accounts
  • Groups/Subgroups &
  • User details

are forwarded to new financial period

Now, let us learn what is Import & Export organization.
select Free Accounting Foundation organization. Let us select Free Accounting Foundation organization.
Point to Login Login as admin
Go to Master menu > Export organization.

Point to Export organization

Tap on Export organization option

It will ask whether we want to export organization.

Tap on Yes.

It will say organization Free Accounting Foundation has been exported to /mnt/sdcard/export/".

We can check the path for the file.

It is a path located in the tablet.

Now, let us learn how to import organization.
Point to main page of ABT For that go back to the welcome screen of ABT

For import organization, ABT must be installed in the tablet.

We can import organization in any tablet.

It can be done by transferring export folder to internal SD card.

Point to Import organization Import organization option is available on main page drawer of ABT.

Tap on Import organization.

It will show all available exported organizations and financial years to be imported.

Point to Import organization Select Free Accounting Foundation

Tap on Import

Point to success message It will say, Organization Free Accounting Foundation for the financial year has been imported successfully.
Summary So, in this tutorial we have learnt
  • how to Edit/Delete organisation details
  • how to Add/Edit/Delete project
  • how to Rollover
  • how to Export/Import organisation
Assignment As an assignment, add project Aakash.
Watch the video available at http:spoken-tutorial.org/

It summarizes the Spoken Tutorial project

If you do not have good bandwidth, you can download and watch it

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

Acknowledgements 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

That's it for this tutorial. This is Trupti Kini from IIT Bombay. Thank you very much for watching.

Contributors and Content Editors

Nancyvarkey, Trupti

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