Difference between revisions of "FrontAccounting-2.4.7"

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'''FrontAccounting''' (FA) is a free and open source accounting software. FA is a multi-locational, multi-user, multi-lingual, multi-currency web-based accounting system for the entire Enterprise Resource Planning (ERP) chain written in PHP, using MySQL. FrontAccounting is developed by an international team. Senior developer Joe Hunt (@joe) lives in Sweden and Janusz Dobrowolski (@itronics) is in Poland, while other developers come from  USA, Canada, Egypt, Dubai, India, Australia, and elsewhere.  
+
'''FrontAccounting''' (FA) is a free and open source accounting software. FA is a multi-locational, multi-user, multi-lingual, multi-currency web-based accounting system for the entire Enterprise Resource Planning (ERP) chain written in PHP, using MySQL. FrontAccounting is developed by an international team. Senior developer Joe Hunt (@joe) lives in Sweden and Janusz Dobrowolski (@itronics) is in Poland, while other developers come from  USA, Canada, Egypt, Dubai, India, Australia, and elsewhere.  Dr. Ap.Muthu lives in India and Singapore and joined the project in 2009 and maintains the OpenVZ port of the bleeding edge FrontAccounting Template besides contributing to the Wiki and the forums extensively.  
  
 
FrontAccounting works on '''Linux''', '''Windows''' and '''Mac''' operating systems. It automates accounting tasks. It contains a number of ready to use reports. It helps to manage all aspects of business. i.e from job costing to inventory management to financial statements
 
FrontAccounting works on '''Linux''', '''Windows''' and '''Mac''' operating systems. It automates accounting tasks. It contains a number of ready to use reports. It helps to manage all aspects of business. i.e from job costing to inventory management to financial statements
  
The contributors who helped create this tutorial series are - '''Sheetal Prabhu, Nirmala Venkat, Praveen Somu, Arvind Pillai, Pratik Kamble '''and''' Nancy Varkey '''- all from Spoken Tutorial Project, IIT Bombay. The effort has been moderated and coordinated by the Spoken Tutorial team, IIT Bombay.  
+
The contributors who helped create this tutorial series are - '''Sheetal Prabhu, Nirmala Venkat, Praveen Somu, Arvind Pillai, Pratik Kamble '''and''' Nancy Varkey '''- all from Spoken Tutorial Project, IIT Bombay. The effort has been moderated and coordinated by the Spoken Tutorial team, IIT Bombay. The team received ample and timely guidance from Dr. Muthu. 
  
 
'''Learners:''' UG/PG Commerce students, Commerce teachers, Accountants, Finance professionals
 
'''Learners:''' UG/PG Commerce students, Commerce teachers, Accountants, Finance professionals
  
 +
<blockquote style="background-color: cornsilk; border: solid thin grey;">
 +
 +
'''Important note to System Administrators: '''
 +
 +
1.  Please ensure that you have the done the '''XAMPP''' and '''FrontAccounting''' installation successfully before the learners begin to learn from this tutorial series.
 +
 +
2. You may get some port error message while starting the XAMPP services. To change these ports, refer to the '''Additional Reading Material'''
 +
of the Installation tutorial.
 +
 +
3. Follow each steps as shown in the installation tutorial to do a successful installation.
 +
 +
</blockquote>
  
 
=== Basic Level ===
 
=== Basic Level ===
 
#Overview of FrontAccounting  
 
#Overview of FrontAccounting  
#*About FrontAccounting
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#*Introduction to FrontAccounting
 +
#*Prerequisites for learning FrontAccounting
 +
#*OS and FrontAccounting version used
 
#*Features of FrontAccounting
 
#*Features of FrontAccounting
 
#*Who can use FrontAccounting?
 
#*Who can use FrontAccounting?
#*Glimpse of Spoken Tutorials available on FrontAccounting series
+
#*Glimpse of Spoken Tutorials available on FrontAccounting
 +
#*Future tutorials in FrontAccounting
 +
#*About Spoken Tutorial project
 +
#*About Spoken Tutorial workshops
 +
#*Timed discussion forum of Spoken Tutorials
 
#Installation of FrontAccounting on Linux OS
 
#Installation of FrontAccounting on Linux OS
 +
#*Installation FrontAccounting on Linux OS
 
#*System prerequisites for installation
 
#*System prerequisites for installation
#*Demonstration on how to install XAMPP on linux
+
#*Demonstration on how to install XAMPP on Linux
 
#*Start the XAMPP services  
 
#*Start the XAMPP services  
 
#*Download FrontAccounting software
 
#*Download FrontAccounting software
 +
#*Move the folder account into the web server's root directory
 
#*Create Users and Database for FrontAccounting
 
#*Create Users and Database for FrontAccounting
 
#*Steps to follow to do the installation
 
#*Steps to follow to do the installation
 
#*Login to the FrontAccounting interface
 
#*Login to the FrontAccounting interface
#*Additional Reading material for solutions if Port error in XAMPP services
+
#*Additional Reading material for solutions if port error in XAMPP services
 +
#*About Spoken tutorial project
 
#Installation of FrontAccounting on Windows OS
 
#Installation of FrontAccounting on Windows OS
#*System pre requisites for installation
+
#*Installation FrontAccounting on Windows OS
 +
#*System prerequisites for installation
 
#*Demonstration on how to install XAMPP on Windows
 
#*Demonstration on how to install XAMPP on Windows
 
#*Start the XAMPP services  
 
#*Start the XAMPP services  
 
#*Download FrontAccounting software
 
#*Download FrontAccounting software
 +
#*Move the folder account into the web server's root directory
 
#*Create Users and Database for FrontAccounting
 
#*Create Users and Database for FrontAccounting
 
#*Steps to follow to do the installation
 
#*Steps to follow to do the installation
 
#*Login to the FrontAccounting interface
 
#*Login to the FrontAccounting interface
#*Additional Reading material for solutions if Port error in XAMPP services
+
#*Additional Reading material to resolve Port error in XAMPP services
 +
#*About Spoken tutorial project
 
#Setup in FrontAccounting
 
#Setup in FrontAccounting
 
#*Various modules in setup
 
#*Various modules in setup
Line 51: Line 75:
 
#*List of various Class types
 
#*List of various Class types
 
#*List of various Class names
 
#*List of various Class names
#*How to create new GL Groups and GL Accounts?
+
#*How to create new GL Groups?
 +
#*Demonstration of adding Unique ID
 +
#*How to create new GL Accounts?
 
#Journal Entry and Balance sheet in FrontAccounting
 
#Journal Entry and Balance sheet in FrontAccounting
 +
#*Various modules in Banking and General Ledger
 
#*How to introduce capital in the business?
 
#*How to introduce capital in the business?
 
#*Example for journal entry
 
#*Example for journal entry
Line 58: Line 85:
 
#*View the journal entry
 
#*View the journal entry
 
#*Enter a new journal entry
 
#*Enter a new journal entry
 +
#*Reference number for each journal entry
 
#*How to add an attachment for the journal entry
 
#*How to add an attachment for the journal entry
#*Balance sheet Drilldown option
+
#*Balance sheet Drill down option
#*How to void a transaction
+
#*How to void a transaction?
 
#Items and inventory in FrontAccounting
 
#Items and inventory in FrontAccounting
#*What are items nad inventory?
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#*Various modules in Items and inventory
 +
#*What are items and inventory?
 
#*How to set units of measure?
 
#*How to set units of measure?
 
#*How to set the Item Categories for items?
 
#*How to set the Item Categories for items?
#*Default Item Categories in FrontAccounting
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#*Default Item categories in FrontAccounting
 
#*Add a new Item category for Finished Goods
 
#*Add a new Item category for Finished Goods
 
#*Add a new Item for Finished Goods
 
#*Add a new Item for Finished Goods
#*Assign sales prices to individual Sales item
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#*Assign sales prices to individual sales item
 
#*Different Item types
 
#*Different Item types
 
#*Different Sales types
 
#*Different Sales types
 
#Taxes and Bank Accounts in FrontAccounting
 
#Taxes and Bank Accounts in FrontAccounting
#*Add a new tax
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#*About Taxes and Bank Accounts
 
#*How to add GST and Sevice tax for a company?
 
#*How to add GST and Sevice tax for a company?
#*About Sale and purchase GL account for tax
+
#*About Sale and Purchase GL Account for tax
#*How to add new GL Accounts for service tax?
+
#*How to add new GL Account for service tax?
 
#*Set up a Bank Account for the company
 
#*Set up a Bank Account for the company
 
#*Set Current account and Petty Cash account details
 
#*Set Current account and Petty Cash account details
#*Deposit amount in the company's Bank account
+
#*Deposit amount in the company's Bank Account
 
#*View the GL postings for the Deposit
 
#*View the GL postings for the Deposit
 
#*How to transfer petty cash
 
#*How to transfer petty cash
 
#*Reconcile the Bank Account
 
#*Reconcile the Bank Account
 
#Setup for Sales in FrontAccounting
 
#Setup for Sales in FrontAccounting
 +
#*About Sales
 +
#*How to Setup Sales
 +
#*Different type of Sales Types
 +
#*How to add Sales Person and Sales Areas
 +
#*About Provision and Turnover Break point Level
 +
#*About Customers
 +
#*Add and Manage Customers
 +
#*To check whether default branch is added or not
 +
#*Customer Branch
 +
#*About Mailing address and Billing address for customer
 +
#Place Sales Order in FrontAccounting
 +
#*Enter the sales quotation entry for a customer
 +
#*Sales order inclusive of GST
 +
#*About shipping charges
 +
#*Place Quotation
 +
#*Make Sales Order against the Quotation
 +
#*Place Order
 +
#*Make delivery against the order
 +
#*Process dispatch
 +
#*Sales Order Inquiry
 +
#*Customer Payment
 +
#Purchase and Reports in FrontAccounting
 +
#*Various modules under Purchases
 +
#*Add new supplier
 +
#*Purchase Order Entry
 +
#*Place Order
 +
#*Receive Items on the Purchase Order
 +
#*Process Receive items
 +
#*Purchase invoice for the receival
 +
#*Supplier payment for the invoice
 +
#*Payment Process
 +
#*Various reports related to the transactions

Latest revision as of 20:02, 23 March 2020

FrontAccounting (FA) is a free and open source accounting software. FA is a multi-locational, multi-user, multi-lingual, multi-currency web-based accounting system for the entire Enterprise Resource Planning (ERP) chain written in PHP, using MySQL. FrontAccounting is developed by an international team. Senior developer Joe Hunt (@joe) lives in Sweden and Janusz Dobrowolski (@itronics) is in Poland, while other developers come from USA, Canada, Egypt, Dubai, India, Australia, and elsewhere. Dr. Ap.Muthu lives in India and Singapore and joined the project in 2009 and maintains the OpenVZ port of the bleeding edge FrontAccounting Template besides contributing to the Wiki and the forums extensively.

FrontAccounting works on Linux, Windows and Mac operating systems. It automates accounting tasks. It contains a number of ready to use reports. It helps to manage all aspects of business. i.e from job costing to inventory management to financial statements

The contributors who helped create this tutorial series are - Sheetal Prabhu, Nirmala Venkat, Praveen Somu, Arvind Pillai, Pratik Kamble and Nancy Varkey - all from Spoken Tutorial Project, IIT Bombay. The effort has been moderated and coordinated by the Spoken Tutorial team, IIT Bombay. The team received ample and timely guidance from Dr. Muthu.

Learners: UG/PG Commerce students, Commerce teachers, Accountants, Finance professionals

Important note to System Administrators:

1. Please ensure that you have the done the XAMPP and FrontAccounting installation successfully before the learners begin to learn from this tutorial series.

2. You may get some port error message while starting the XAMPP services. To change these ports, refer to the Additional Reading Material of the Installation tutorial.

3. Follow each steps as shown in the installation tutorial to do a successful installation.

Basic Level

  1. Overview of FrontAccounting
    • Introduction to FrontAccounting
    • Prerequisites for learning FrontAccounting
    • OS and FrontAccounting version used
    • Features of FrontAccounting
    • Who can use FrontAccounting?
    • Glimpse of Spoken Tutorials available on FrontAccounting
    • Future tutorials in FrontAccounting
    • About Spoken Tutorial project
    • About Spoken Tutorial workshops
    • Timed discussion forum of Spoken Tutorials
  2. Installation of FrontAccounting on Linux OS
    • Installation FrontAccounting on Linux OS
    • System prerequisites for installation
    • Demonstration on how to install XAMPP on Linux
    • Start the XAMPP services
    • Download FrontAccounting software
    • Move the folder account into the web server's root directory
    • Create Users and Database for FrontAccounting
    • Steps to follow to do the installation
    • Login to the FrontAccounting interface
    • Additional Reading material for solutions if port error in XAMPP services
    • About Spoken tutorial project
  3. Installation of FrontAccounting on Windows OS
    • Installation FrontAccounting on Windows OS
    • System prerequisites for installation
    • Demonstration on how to install XAMPP on Windows
    • Start the XAMPP services
    • Download FrontAccounting software
    • Move the folder account into the web server's root directory
    • Create Users and Database for FrontAccounting
    • Steps to follow to do the installation
    • Login to the FrontAccounting interface
    • Additional Reading material to resolve Port error in XAMPP services
    • About Spoken tutorial project
  4. Setup in FrontAccounting
    • Various modules in setup
    • Create our own Organization or Company
    • How to add home currency?
    • What is fiscal year?
    • About fiscal year setup
    • Update Company setup
    • Increase the Login timeout option
    • New user accounts Setup
    • Setup access permission
    • How to change the date format?
  5. Banking and General Ledger in FrontAccounting.
    • Various modules in Banking and General Ledger
    • About Charts of Accounts
    • Why we need GL Accounts, Groups and Class?
    • How to create new GL Class?
    • About Class ID and Class Name
    • List of various Class types
    • List of various Class names
    • How to create new GL Groups?
    • Demonstration of adding Unique ID
    • How to create new GL Accounts?
  6. Journal Entry and Balance sheet in FrontAccounting
    • Various modules in Banking and General Ledger
    • How to introduce capital in the business?
    • Example for journal entry
    • Process journal entry
    • View the journal entry
    • Enter a new journal entry
    • Reference number for each journal entry
    • How to add an attachment for the journal entry
    • Balance sheet Drill down option
    • How to void a transaction?
  7. Items and inventory in FrontAccounting
    • Various modules in Items and inventory
    • What are items and inventory?
    • How to set units of measure?
    • How to set the Item Categories for items?
    • Default Item categories in FrontAccounting
    • Add a new Item category for Finished Goods
    • Add a new Item for Finished Goods
    • Assign sales prices to individual sales item
    • Different Item types
    • Different Sales types
  8. Taxes and Bank Accounts in FrontAccounting
    • About Taxes and Bank Accounts
    • How to add GST and Sevice tax for a company?
    • About Sale and Purchase GL Account for tax
    • How to add new GL Account for service tax?
    • Set up a Bank Account for the company
    • Set Current account and Petty Cash account details
    • Deposit amount in the company's Bank Account
    • View the GL postings for the Deposit
    • How to transfer petty cash
    • Reconcile the Bank Account
  9. Setup for Sales in FrontAccounting
    • About Sales
    • How to Setup Sales
    • Different type of Sales Types
    • How to add Sales Person and Sales Areas
    • About Provision and Turnover Break point Level
    • About Customers
    • Add and Manage Customers
    • To check whether default branch is added or not
    • Customer Branch
    • About Mailing address and Billing address for customer
  10. Place Sales Order in FrontAccounting
    • Enter the sales quotation entry for a customer
    • Sales order inclusive of GST
    • About shipping charges
    • Place Quotation
    • Make Sales Order against the Quotation
    • Place Order
    • Make delivery against the order
    • Process dispatch
    • Sales Order Inquiry
    • Customer Payment
  11. Purchase and Reports in FrontAccounting
    • Various modules under Purchases
    • Add new supplier
    • Purchase Order Entry
    • Place Order
    • Receive Items on the Purchase Order
    • Process Receive items
    • Purchase invoice for the receival
    • Supplier payment for the invoice
    • Payment Process
    • Various reports related to the transactions

Contributors and Content Editors

Nancyvarkey, Nirmala Venkat, Pratik kamble