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'''
 
* Install '''GNUKhata'''
 
* Run '''GNUKhata''' on your machines
 
* Run '''GNUKhata''' on your machines
−
* Register an organisation for a financial year
+
* Register an organization for a financial year
−
* Set Preferences for the Organisation
+
* Set Preferences for the Organization
−
* Create Accounts in '''GNUKhata'''
+
−
* Login into '''GNUKhata'''
+
  
 
|-
 
|-
 
||'''Show Slide'''
 
||'''Show Slide'''
−
'''System Requirements'''
+
'''System Requirement'''
 
||  
 
||  
−
To record this tutorial, I am using
+
In this tutorial, I am using
 
* '''Ubuntu 12.04''' Operating System
 
* '''Ubuntu 12.04''' Operating System
−
* '''GNUKhata''' version 1.1
+
* '''GNUKhata''' version 1.2
−
* '''Firefox''' version 3.6 or above.
+
* '''Firefox''' version 17.0
  
 
|-
 
|-
−
|| '''Show Slide'''
+
||'''Show Slide'''
 
'''System Requirements'''
 
'''System Requirements'''
 
||  
 
||  
Line 35: Line 39:
 
* 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'''.
  
 
|-
 
|-
Line 47: Line 52:
 
||
 
||
 
'''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.  
  
 
|-
 
|-
 
|| '''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'''.
  
  
Line 62: Line 67:
 
||
 
||
 
* 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'''
  
 
|-
 
|-
−
||Point to the installer named '''GNUKhata-installer_1.1.tar.gz'''  
+
||/* 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
 +
* When download window pops up, choose '''Save file''' and click on '''OK'''
  
  
 
|-
 
|-
−
||'''Right-click''' on the '''installer''' >> select '''Extract here'''  
+
||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'''
 
Installation of '''GNUKhata'''
 
||
 
||
−
'''Right-click''' on the '''installer''' and select '''Extract here'''.  
+
Right-click on the '''installer_1.2.tar.gz''' and select '''Extract here'''.  
 +
 
 +
 
  
 
|-
 
|-
−
||Press Ctrl+Alt+T  
+
||Press '''Ctrl+Alt+T'''
 
Installation of '''GNUKhata'''
 
Installation of '''GNUKhata'''
 
||
 
||
−
Open a '''terminal''' by pressing '''Ctrl+Alt+T'''
+
Open '''terminal''' by pressing '''Ctrl+Alt+T'''.
  
  
 
|-
 
|-
−
||Type '''sudo apt-get update'''  
+
||Type '''sudo apt-get update'''  and press '''Enter'''
 
||
 
||
−
Type the command '''sudo apt-get update'''
+
* Type the command '''sudo apt-get update'''
 +
* Press '''Enter'''
 +
* Give the root password if asked
 +
 
  
 
|-
 
|-
−
||Type '''cd installer_1.1'''  
+
||Type '''cd installer_1.2'''  and press '''Enter'''
 
||
 
||
−
Now, through the '''terminal''', go inside the '''installer''' folder by typing '''cd installer_1.1'''
+
Now, go inside the '''installer_1.2''' folder by typing '''cd installer_1.2'''
 +
* Press '''Enter'''
  
 
|-
 
|-
−
||Type '''chmod +x ./gkinstall.sh'''  
+
||Type '''sudo chmod +x ./gkinstall.sh'''  and press '''Enter'''
 
||
 
||
−
* Once inside the '''installer''' directory, execute the following command:
+
* Once inside the '''installer_1.2''' directory, execute the following command:
−
'''chmod +x ./gkinstall.sh'''
+
'''sudo chmod +x ./gkinstall.sh'''
−
 
+
* Press '''Enter'''
 +
* Give the root password if asked
 
* With this command, we are giving the executable permission
 
* With this command, we are giving the executable permission
 +
  
 
|-
 
|-
−
||Type '''sudo ./gkinstall.sh'''  
+
||Type '''sudo ./gkinstall.sh'''  and press '''Enter'''
 
||
 
||
 
* Now, type '''sudo ./gkinstall.sh'''
 
* Now, type '''sudo ./gkinstall.sh'''
 +
* Press '''Enter'''
 
* With '''sudo''' command, we are giving root user privilege.  
 
* With '''sudo''' command, we are giving root user privilege.  
−
* This installation takes some time.
+
* This installation will take some time.  
−
 
+
−
|-
+
−
||Type '''sudo startgk'''
+
−
||
+
−
When the prompt returns without any error, type the command '''sudo startgk'''
+
−
 
+
−
|-
+
−
||Open Firefox browser'''
+
−
||
+
−
To run '''GNUKhata''' on your machine, open the '''Firefox''' browser.  
+
  
 
|-
 
|-
−
||Type '''http://localhost''' in the address bar'''
+
||Type '''sudo startgk''' and press '''Enter'''
 
||
 
||
−
* Type '''http://localhost''' in the address bar.
+
When the prompt returns without any error, type '''sudo startgk''' and press '''Enter'''
−
* You will be able to run '''GNUKhata'''.
+
  
 
|-
 
|-
−
||Type '''http://localhost:8080''' in the address bar'''
+
||Open Firefox and type in the address bar
 +
'''http://localhost:8080'''
 
||
 
||
−
If you cannot run '''GNUKhata''' with this '''url''', please type '''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''' 1st screen
+
|| '''GNUKhata's''' welcome screen
 
||  
 
||  
 
This is the Welcome screen of '''GNUKhata'''.
 
This is the Welcome screen of '''GNUKhata'''.
Line 139: Line 156:
 
|-
 
|-
 
|| Point to buttons  
 
|| Point to buttons  
−
* Select Existing Organisation
+
* '''Select Existing Organization'''
−
* Create New Organisation
+
* '''Create New Organization'''
  
 
||  
 
||  
 
Here you see two buttons:
 
Here you see two buttons:
−
* The first one is '''Selecting Existing Organisation'''  
+
* '''Selecting Existing Organization'''  
−
* And the second is '''Create a New Organisation'''.
+
* And the second is '''Create New Organization'''
  
 
|-
 
|-
 
||  
 
||  
−
Click on '''Create New Organisation''' button
+
Click on '''Create New Organization''' button
 
||  
 
||  
−
* Since we have just installed '''GNUKhata''', we will have to create a new organisation.  
+
* Since we have just installed '''GNUKhata''', we will have to create a new organization.  
−
* For this, click on '''Create New Organisation''' button.
+
* For this, click on '''Create New Organization''' button.
  
 
|-
 
|-
−
||Point to the four options '''Organisation Name''', '''Organisation Type, '''Financial year From date''' and '''To date'''
+
||Point to the four options '''Organization Name''', '''Organization Type''', '''Financial year From date''' and '''To date'''
 
||  
 
||  
−
Note the four most important options of '''GNUKhata''':
+
Four important options of GNUKhata appear on the screen:  
−
* The first is '''Organisation Name'''.
+
* '''Organization Name'''.  
−
* The second is the '''Organisation Type'''.  
+
* '''Organization Type'''.  
−
* The third is the Financial year start-date i.e '''From Date''' and finally
+
* '''Financial Year  From Date''' and  
−
* The Financial end-date i.e '''To date'''
+
* '''To date'''  
  
 
|-
 
|-
−
|| <span style="color:red">  In  '''Organisation Name''' textbox, type '''Free Accounting Foundation''' </span>
+
|| In  '''Organization Name''' text box, type '''Welcome'''
 
||  
 
||  
−
Here in the textbox for '''Organisation Name''':
+
* Here, in the '''Organization Name''' field, let's type the name of a company.
−
Let us type a name of a company, in the '''Organisation Name:''' textbox.  
+
* For example, '''Welcome'''
−
 
+
−
Say, '''Free Accounting Foundation'''.
+
  
 
|-
 
|-
−
|| Choose '''NGO''' from the dropdown of '''Organisation Type'''.
+
|| Choose from the drop down of '''Organization Type'''
 
||  
 
||  
−
Next, we have to choose between an '''NGO''' or a '''Profit Making''' organisation.
+
* Next, under '''Organization Type''', we have two choices '''Profit Making''' and '''NGO''' 
−
 
+
* Let me select '''NGO''' as my option.  
−
Let me select '''NGO''' as my option.  
+
  
 
|-
 
|-
−
||  <span style="color:red"> In '''From Date''' field, type '''01-04-2011''' and '''To Date''' field, type '''31-03-2012'''  </span>
+
||Enter the financial year  
 
||  
 
||  
−
Now we have to specify '''From Date''' and '''To Date''' for the financial year.
+
* Now we have to specify '''From Date''' and '''To Date'''
−
 
+
* I will type in from date
−
I will type '''01-04-2011''' and '''31-03-2012''' respectively.
+
**'''01''' press enter
 +
** '''04''' press enter
 +
**'''2011''' press enter
 +
* '''To date''' appears automatically
  
 
|-
 
|-
Line 191: Line 208:
  
 
|-
 
|-
−
|| Chosen details appears now on the top of the screen
+
|| Screen 2
 +
Point to '''Welcome''' and Financial Year
 
||  
 
||  
−
The name of the organisation and the chosen financial year appears at the top.
+
The name of the organization and the financial year period appears at the top.  
  
−
|-
 
−
||
 
−
||
 
−
<span style="color:green"> This is how you have to write the script.  </span>
 
−
 
−
<span style="color:green"> This procedure has been mentioned in the Checklist.  You are required to adhere to all the criteria in the Checklist, at all stages of Creation.</span>
 
−
 
−
<span style="color:green"> I have completed upto this point.  Please do likewise for the rest of the script.  </span>
 
−
 
−
<span style="color:green"> After you have done so, I will get this script validated by a novice (an MCom post-graduate).  You may need to revise the script based on the feedback received.  </span>
 
  
 
|-
 
|-
−
|| Organisation details
+
|| Point to the various text boxes
 
||  
 
||  
−
* You can enter information such as the '''address''', '''contact details''' etc.
+
* Information pertaining to the organization has to be filled here.
−
* For now, I will choose not to enter any of these details as they are optional.
+
* For now, I will choose not to fill any of these details, as they are optional.  
  
 
|-
 
|-
−
|| Click on '''Save''' button
+
|| Point to '''Save''' button
 
||  
 
||  
−
If you choose to fill details here, then click the '''Save''' button.
+
If you choose to fill details here, then click on '''Save''' button before proceeding.  
  
 
|-
 
|-
 
|| Click on '''Skip''' button
 
|| Click on '''Skip''' button
 
||  
 
||  
−
However, since we are not entering any details, let's press the '''Skip''' button.
+
However, since we are not entering any details here, let's press the '''Skip''' button.
  
 
|-
 
|-
−
|| Page Load
+
|| Point to loader
 
||  
 
||  
−
* Note, we have to wait for some time, because the database is being created.
+
* Note, we have to wait for some time, because the database is being created.  
−
* We have to go through this process only once while creating a new organisation.
+
* This is a one-time process while creating a new organization.  
  
 
|-
 
|-
−
||
+
||Screen 3
−
Next page:
+
Point to two checkboxes:
−
Two preferences option
+
* '''Projectwise Accounting'''
 +
* '''Manual Account Codes'''
 
||  
 
||  
−
* Here you have to choose your '''Preferences''' for your organisation.
+
* On the next webpage, you have to choose the '''Preferences''' for your organisation.  
−
* There are two checkboxes.
+
There are two checkboxes here:
 +
* '''Projectwise Accounting'''
 +
* '''Manual Account Codes'''
  
 
|-
 
|-
−
|| 1st check box
+
|| Point to 1st check box '''(Projectwise Accounting)'''
 
||  
 
||  
−
* The first one is '''Projectwise Accounting'''.
+
If you want project wise accounting,  then check the '''Projectwise Accounting''' checkbox.  
−
* This is to be used if you have different ongoing projects
+
−
* If you wish to keep Project wise records for your organisation.
+
−
* If you want project wise accounting only then check this box.
+
  
  
 
|-
 
|-
−
|| Check 1st checkbox
+
|| Check '''Projectwise Accounting''' checkbox >> Point to the new textboxes below.
 
||  
 
||  
−
See what happens when this checkbox is checked
+
* Note what happens when this checkbox is checked.
 +
* Two new textboxes appear below
  
  
 
|-
 
|-
−
|| 2 Textboxes appear
+
|| Point to the first textbox >> Type '''spoken tutorial'''
 
||  
 
||  
−
* Two new textboxes appear below
+
* We have to type the name of that project in the first textbox.
−
* You have to enter the name of the project in one textbox.
+
* So, let's type '''spoken tutorial'''.
−
* Enter sanctioned amount for that project in another textbox
+
−
* Let me enter '''spoken tutorial''' as my project name.
+
−
* '''800''' as sanctioned amount.
+
  
 
|-
 
|-
−
|| '''Add more projects''' option
+
||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
 
||  
 
||  
−
* For adding more than one project name click '''Add More Projects''' option.
+
* To add more than one project name, click on '''Add More Projects''' option.  
−
* I won't do it now since it will be a repetitive task.
+
* I won't do it for now since it will be a repetitive task.  
  
 
.
 
.
  
 
|-
 
|-
−
|| 2nd check box
+
|| Point to '''Manual Account Codes''' check box
 
||  
 
||  
−
Next is for '''Manual Account codes'''.
+
* Next checkbox is for Manual Account codes.  
−
If you check this check-box:
+
If you check this check-box:  
−
* The '''account code''' however will be auto-generated while creating accounts.  
+
* The account code will be auto-generated while creating accounts.  
−
* You can optionally give '''account codes''' manually while creating accounts.  
+
* You can optionally give account codes manually while creating accounts.  
 
          
 
          
  
 
|-
 
|-
−
|| Check 2nd checkbox
+
|| Check '''Manual Account Codes''' checkbox
 
||  
 
||  
−
*Many organisations or individuals choose to maintain account code manually
+
* Many organizations and individuals choose to maintain the account code manually
−
*So I will check this checkbox.
+
* So I will check this checkbox.
  
 
|-
 
|-
 
|| Press '''Save''' button
 
|| Press '''Save''' button
 
||  
 
||  
−
* After stating your preference, press '''Save''' button.  
+
* After stating your preference, press '''Save''' button.
−
* You will get a message at the top saying '''Your preferences have been saved'''.
+
* A message will be displayed at the top - '''Your preferences have been saved'''.  
−
* Having given preferences now, we have to create new accounts.  
+
  
 
|-
 
|-
−
|| Press '''Quit''' button
 
 
||
 
||
−
*At this point if you want to quit the program you can press the '''quit''' button.
 
−
*For now I will choose to create accounts.
 
−
*So let me create a few accounts.
 
−
 
−
|-
 
−
||Screen 4
 
−
Creating Account
 
−
||
 
−
* Note, every account falls under a group and optionally a subgroup.
 
−
* Of the main groups some will have opening balances
 
−
* Incomes and expenses will not have opening balance, as per standard accounting practice.
 
−
 
−
|-
 
−
|| Click on dropdown of '''Group Name'''
 
−
||
 
−
* The first is '''Group Name'''.
 
−
* Click on dropdown to see all Group names provided by the software.
 
−
 
−
|-
 
−
|| Choose '''Current Asset'''
 
−
||
 
−
* Select a group name.
 
−
* Here I choose '''Current Asset''' as Group name.
 
−
*Assets represent everything which a business owns and has money value.
 
−
 
−
|-
 
−
||Point to '''Loans(Asset)'''
 
 
||
 
||
−
* '''Loans(Asset)''' means loans given to the creditors.
+
After adding the preferences, we can create new accounts by clicking on '''Create Account''' button
−
* It is long-term loan, usually given to outsiders.
+
−
 
+
  
 
|-
 
|-
−
||Point to '''Loans (Liability)'''
+
|| Point to the '''Quit''' button
 
||
 
||
−
* '''Loans (Liability)''' taken from others will be mentioned in this group.
+
* 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 '''sub group'''
+
||Point to welcome screen
−
 
+
−
Click on the dropdown of '''sub groups'''
+
 
||
 
||
−
* After selecting Group name you have to select '''subgroup name''' as required.
+
* You are directed to the '''Welcome Screen of GNUKhata'''
−
* These subgroups are also provided by the software.
+
* 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.
−
* There are Groups like '''Capital''', '''Current Liability''', '''Loans(Liability)''',
+
* Give root password if asked
−
* These accounts will have  credit opening balance.
+
−
* There are groups like '''Current Assets''', '''Fixed Assets''' and '''loans (Assets)''',
+
−
* These accounts will normally have Debit opening  balance.
+
−
You can create additional subgroups which we will see in the tutorial titled '''Account Management'''.
+
−
 
+
  
 
|-
 
|-
−
||Click on '''Bank'''
+
|| Show Slide
−
||
+
Summary
−
But for now, I shall choose '''Bank''' as a subgroup name.
+
−
 
+
−
|-
+
−
||Point to '''Account Name'''
+
−
||
+
−
* Next field is '''Account name'''
+
−
*Here I enter the name of the Account as '''SBI'''.
+
−
 
+
−
 
+
−
|-
+
−
||Point to '''Account Code'''
+
−
||We had preferred to create account codes manually
+
−
* So,we see a field for account code.
+
−
* '''GNUKhata''' suggests an '''account code''' as you can see.
+
−
*We can edit the suggested code or leave it as it is.
+
−
 
+
−
 
+
−
|-
+
−
||Point to '''Debit opening balance''' textbox
+
−
||
+
−
* Let's enter the '''debit opening balance'''.
+
−
* The default value as you can see is '''0.00'''
+
−
* You can accept this or enter any positive or negative value.
+
−
 
+
−
|-
+
−
||Enter '''5000'''
+
−
||
+
−
I will enter '''5000''' as '''debit opening balance'''.
+
−
 
+
−
 
+
−
 
+
−
|-
+
−
||Point to '''Total Debit  Opening Balance'''
+
−
||
+
−
It gives you the total of all Debit Opening Balances so far entered.
+
−
 
+
−
|-
+
−
||
+
−
||
+
−
Right now it is '''0''' because we have not yet saved the account with debit opening balance.
+
−
 
+
−
|-
+
−
||Point to '''Total Credit Opening Balance'''
+
−
||
+
−
It gives you the total of all Credit Opening Balances so far entered.
+
−
 
+
−
|-
+
−
||
+
−
||
+
−
Right now it is '''0''' because no account with credit opening balnce has been saved.
+
−
 
+
−
|-
+
−
||Point to '''Difference in Opening Balance'''
+
−
||
+
−
It gives difference between debit and credit opening balances.
+
−
 
+
−
 
+
−
|-
+
−
||'''Save''' button
+
−
||
+
−
After filling all the necessary data, I will press the '''Save''' button.
+
−
 
+
−
 
+
−
 
+
−
 
+
−
 
+
−
|-
+
−
|| Successfully created account message
+
 
||  
 
||  
−
* Here you are.Message appears at the top which tells tells you have successfully created the desired account.
+
So in this tutorial we have learnt :
−
 
+
* To install '''GNUKhata'''
−
|-
+
To create:
−
|| Point to '''total debit opening balance'''
+
* New organization
−
||
+
* Set preferences
−
* Note that the amounts in the total debit have been updated.
+
−
* Total Debit and Credit opening balance depends on what type of opening balance you have entered.
+
−
* Note that, the fields '''Total debit opening balance''', '''Total credit opening balance''' and '''Difference in opening balance''' are read only
+
−
* They get updated after saving a new account.
+
  
  
 
|-
 
|-
−
|| Select '''Finish''' option.
+
||/*Slide 9*/
 +
Assignment
 
||
 
||
−
If you do not wish to create any more accounts, click '''Finish''' button.
+
* 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
  
−
|-
 
−
||
 
−
||
 
−
Congratulations! You have now created the books for the organisation  '''Free Accounting Foundation '''.
 
  
−
|-
 
−
||
 
−
Next page
 
−
'''Username''' and '''password'''.
 
−
||
 
−
Next, a new screen appears which asks for the '''username''' and '''password'''.
 
  
  
−
 
−
 
−
 
−
 
−
|-
 
−
|| '''Logout'''
 
−
||
 
−
* For demo, the '''username''' and the '''password''' is '''admin'''.
 
−
* You can change it later if you want.
 
−
* Lets click '''Login''' button.
 
−
* If you ever wish to logout, you can click on '''Logout''' at the top right of the screen
 
−
 
−
|-
 
−
|| When '''Login''' button is clicked.
 
−
||
 
−
* Note, a new page appears with the name of the organisation
 
−
* It even has financial year and the menu bar at the top.
 
−
 
−
 
−
|-
 
−
||To Stop '''GNUkhata'''
 
−
||
 
−
To stop '''GNUkhata''',  type on the '''terminal''' '''sudo stopgk'''
 
−
 
−
|-
 
−
||
 
−
||
 
−
In the next few tutorials, we will learn about all the features that are available in '''GNUKhata’s''' Menu.
 
−
 
−
 
−
|-
 
−
|| Show Slide
 
−
Summary
 
−
||
 
−
So in this tutorial we have seen :
 
−
* How to install '''GNUKhata'''
 
−
How to create:
 
−
* New organisation
 
−
* Set preferences
 
−
* Add an account and finally log into '''GNUKhata'''.
 
  
 
|-
 
|-
Line 523: Line 375:
 
|| Thanks for joining
 
|| 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.
 
* Thank you for watching.  
 
* Thank you for watching.  
  

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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