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

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(Created page with 'Title of script: Transaction Management Author: Trupti Rajesh Kini Keywords: Video Tutorial, Organisation, Contra, Journal, Transaction transaction management {| style="b…')
 
 
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Author: Trupti Rajesh Kini
 
Author: Trupti Rajesh Kini
  
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Keywords: Video Tutorial, Organisation, Contra, Journal, Transaction  
+
Keywords: Organisation, Contra, Journal, Transaction,Search transaction,Edit transaction,Clone transaction,Delete transaction
 +
 
 +
 
  
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transaction management
 
  
  
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|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 1
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 1
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| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Hello and welcome to the spoken tutorial on '''Transaction Management''' in '''ABT'''
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+
−
 
+
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| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Welcome to this tutorial on '''Transaction Management''' in '''ABT'''
+
  
 
|-
 
|-
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Learning Objectives
 
Learning Objectives
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| After watching this tutorial, we will be able to:
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn to:
−
 
+
−
<tt><nowiki>* </nowiki>Search transaction</tt>
+
−
 
+
−
<tt><nowiki>* </nowiki>Edit transaction</tt>
+
−
 
+
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<tt><nowiki>* </nowiki>Clone transaction</tt>
+
  
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<tt><nowiki>* </nowiki>Delete</tt> transaction.
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* Search transaction
 +
* Edit transaction
 +
* Copy transaction
 +
* Delete transaction.
  
 
|-
 
|-
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| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| In this tutorial, I am using
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| In this tutorial, I am using
  
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<nowiki>* </nowiki>'''ABT''' 1.0
+
* '''ABT''' 1.0
−
 
+
* '''Android''' 4.2 &
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<nowiki>* </nowiki>'''Android''' 4.2
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* Rooted Tablet
  
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding-top:0cm;padding-bottom:0.097cm;padding-left:0.097cm;padding-right:0cm;"| Slide 4
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding-top:0cm;padding-bottom:0.097cm;padding-left:0.097cm;padding-right:0.097cm;"| For more information please visit,
  
 +
[https://github.com/androportal/ABT https://github.com/androportal/ABT]
  
 +
[http://aakashlabs.org/docs/abt/index.html http://aakashlabs.org/docs/abt/index.html]
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 4
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| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 5
  
 
Prerequisites
 
Prerequisites
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* 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/ http://spoken-tutorial.org]  
 
If not, for relevant tutorials please visit [http://spoken-tutorial.org/ http://spoken-tutorial.org]  
−
 
−
 
−
 
  
 
|-
 
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|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| '''ABT's '''Welcome screen''' '''
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| '''ABT's '''Welcome screen''' '''
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| We will see '''ABT's''' welcome screen  
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| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| We will see '''ABT''''s welcome screen  
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Tap on '''Select Existing Organization''' button  
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Tap on '''Select Existing Organization''' button  
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| We will choose '''Free Accounting Foundation '''from '''Select Existing Organization''' button  
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| We will choose '''Free Accounting Foundation '''from '''Select Existing Organization''' button.
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to Login
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to Login
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| We will Login as '''guest'''
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Let's login as '''admin'''.
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Master Menu'''
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Master Menu'''
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| * We are now on the master menu of '''ABT'''
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|  
−
* Let us select''' Transaction '''option
+
We are now on the master menu of '''ABT'''.
−
 
+
  
 +
Let us select''' Transaction ''' menu.
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|  
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|  
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* W</nowiki>e learnt how to add vouchers in the last tutorial
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|  
 +
We have learnt how to add vouchers in previous tutorial.
  
−
<nowiki>* N</nowiki>ow lets learn to manage vouchers
+
Now let's learn how to manage the vouchers.
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Tap on create voucher tab
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Tap on create voucher tab
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Select '''Journal''' for voucher type
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| In '''Create Voucher''' tab, lets select '''Journal'''
  
−
|-
+
 
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to search voucher tab
+
Depending on the '''Voucher Type''' selected, we get the list in '''Search Voucher''' tab.
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Tap on search voucher tab
+
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to voucher list
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to voucher list
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* We will find the created voucher in the list</nowiki>
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|  
 +
We will find the created vouchers in the list.
  
−
When we tap on the voucher, a prompt box appears which asks whether we want to  
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to the financial date
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| We can see the financial period at the top.
  
−
<nowiki>* </nowiki>Edit voucher
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
Tap on the '''Search''' icon, at the top middle of the screen.
  
−
<nowiki>* </nowiki>Copy voucher
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Tap on search voucher tab
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
We can search vouchers in a number of ways.
  
−
<nowiki>* </nowiki>Delete voucher
+
Say, '''Voucher reference number, Date, Narration, Voucher number, Account name''' and '''Voucher type'''.
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|  
 
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|  
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* Depending on the voucher type selected </nowiki>in create voucher, we get the list of search vouchers
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|Let's try to search voucher of some other '''Voucher Type''', say '''Contra'''.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to the financial date
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Tap on Voucher type
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| We can see the from and to date and the top
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
As search mode select '''Voucher Type'''
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Select Contra >> Tap on View
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* Tap on the search icon </nowiki>at the top middle
+
  
−
<nowiki>* </nowiki>We will see a dropdown to search voucher by '''voucher reference number, date, narration, voucher number '''
 
  
−
|-
 
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to voucher no
 
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* In </nowiki>'''Edit voucher''', except <tt>Voucher No.</tt>, all other fields are editable.
 
  
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|Select '''Contra'''.
  
  
 +
Tap on '''View'''
  
 
|-
 
|-
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| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to amount
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to the voucher table row  >> Edit/Delete voucher options open
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* </nowiki>Let's change the amount 2000 to 200
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
Now we will learn how to edit, copy and delete voucher one-by-one.
  
−
<nowiki>* Press </nowiki><tt>Save</tt> to save the changes.  
+
Long press on the row on which you want to perform any of these tasks.
 +
* Edit voucher
 +
* Copy voucher &
 +
* Delete voucher
  
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Edit Voucher''' option
  
  
 +
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
Tap on '''Edit Voucher''' option to edit the selected voucher.
 +
 +
 +
It will take you to the '''Edit Voucher''' tab.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to Copy voucher
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|  
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Select '''Copy voucher''' to make a copy of the voucher
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|  
 +
In '''Edit voucher''', note, except '''Voucher number''' and '''Voucher type''', all other fields are editable.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to save button
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to amount
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Tap on save button
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|  
 +
Let's change the amount, 200 to 2000.
 +
 
 +
Save the changes.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to confirmation message
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Conformation message says '''Transaction cloned successfully'''
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|We have successfully edited a voucher.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Delete voucher'''
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Search Voucher''' tab
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* In delete voucher, tap on any voucher </nowiki>& select '''Delete voucher''' option
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|  
 +
It will automatically take us to '''Search Voucher''' tab.
  
−
<nowiki>* </nowiki>It asks for a confirmation whether we really want to delete
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Search Voucher''' tab
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
Again, long press the '''Contra''' row.
  
−
<nowiki>* </nowiki>Lets select '''Yes'''
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to Copy voucher
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Select '''Copy voucher''' option, to make a copy of the voucher.
  
−
<nowiki>* I</nowiki>t will say '''voucher deleted successfully'''
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Voucher Number'''
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| It is mandatory to change  '''Voucher Number''' as this is a unique parameter.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|  
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Cheque No.'''
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| <nowiki>* In editing </nowiki>we change the original transaction by replacing the original data with new one.
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
Change the '''Cheque No''' as cheque number differs in different transactions.
  
  
−
<nowiki>* In cloning </nowiki>we create a copy of the same record/transaction.
+
Save the changes.
  
−
 
+
|-
−
<nowiki>* And then </nowiki>we can make required changes to the data.
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to confirmation message
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| A message appears which says '''Transaction cloned successfully'''.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|  
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Likewise we can create other vouchers, edit, clone and delete them
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|Cloning the transaction was an interesting part,right?
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Switch to Slides
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Copy Voucher''' tab
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| As you can see, we are still on the same tab.
  
−
Slide 5
 
  
 +
That means, we can make multiple copies of the same voucher.
  
−
Summary
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Search Voucher''' tab
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
Now, tap on '''Search Voucher''' tab.
  
 +
Long press on the '''Contra''' row.
 +
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Point to '''Delete Voucher''' option
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
Now, let us try to delete unwanted transaction.
  
−
Journal Transaction
 
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| In this tutorial, we have completed :
 
  
−
<nowiki>* Entering of </nowiki>Contra Transaction
+
For that tap on '''Delete Voucher''' option.
  
−
<tt><nowiki>* </nowiki>Search transaction</tt>
 
  
−
<tt><nowiki>* </nowiki>Edit transaction</tt>
+
Tap on '''Yes''' to delete the voucher.
  
−
<tt><nowiki>* </nowiki>Clone transaction</tt>
 
  
−
<tt><nowiki>* </nowiki>Delete</tt> transaction.
+
We have successfully deleted the voucher.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 5
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 6
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"|
 +
In '''Edit''', we replace the original data with new one.
  
−
Assignment
+
In '''Clone''', we create a copy of the same record/transaction.
  
  
 +
And then we can make required changes to the data.
  
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| As an assignment, Please record
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"|
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Likewise, we can create other vouchers, edit, clone and delete them.
  
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Switch to Slides
  
−
As an assignment, Please record
+
Slide 7
  
−
'''A Contra transaction of cash withdrawn from bank Rs.2,000 on 01-04-2011 from ICICI.'''
 
  
−
|-
+
Summary
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 7
+
  
−
About the Spoken Tutorial Project
 
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Watch the video available at
 
  
−
http://spoken-tutorial.org
+
Journal Transaction
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| So, in this tutorial, we have learnt how to,
 +
* Search transaction
 +
* Edit transaction
 +
* Copy transaction
 +
* Delete transaction.
  
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 8
  
−
What is a Spoken Tutorial
+
Assignment
−
 
+
−
It summarises the Spoken Tutorial
+
  
−
project
 
  
  
−
If you do not have good
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| As an assignment,
  
−
bandwidth, you can download
+
*Create a '''Contra''' transaction
 +
** of cash withdrawn from bank Rs.2,000
 +
** on 01-04-2014 from '''HDFC'''
  
−
and watch it
+
*Edit/Copy/Delete the transaction.
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 8
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 9
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project Team
+
  
 +
About the Spoken Tutorial Project
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| Watch the video available at the following link.
  
−
Conducts workshops using spoken tutorials
+
It summarises the Spoken Tutorial project
  
 +
If you do not have good bandwidth, you can download and watch it
  
−
Gives certificates to those who pass an online test  
+
|-
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 10
 +
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:0.05pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project Team
 +
*Conducts workshops using spoken tutorials
 +
*Gives certificates to those who pass an online test  
  
  
Line 249: Line 300:
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 9
+
| style="border-top:none;border-bottom:0.05pt solid #000000;border-left:0.05pt solid #000000;border-right:none;padding:0.097cm;"| Slide 11
  
 
Acknowledgements
 
Acknowledgements
Line 260: Line 311:
  
 
[http://spoken-tutorial.org/ http://spoken-tutorial.org] /NMEICT-Intro  
 
[http://spoken-tutorial.org/ http://spoken-tutorial.org] /NMEICT-Intro  
 +
 +
This is Trupti Kini from IIT Bombay.  Thanks for watching.
  
 
|}
 
|}

Latest revision as of 09:59, 13 February 2014

Title of script: Transaction Management

Author: Trupti Rajesh Kini

Keywords: Organisation, Contra, Journal, Transaction,Search transaction,Edit transaction,Clone transaction,Delete transaction




Visual Cue
Narration
Slide 1 Hello and welcome to the spoken tutorial on Transaction Management in ABT
Slide 2

Learning Objectives

In this tutorial, we will learn to:
  • Search transaction
  • Edit transaction
  • Copy transaction
  • Delete transaction.
Slide 3

System Requirements

In this tutorial, I am using
  • ABT 1.0
  • Android 4.2 &
  • Rooted Tablet
Slide 4 For more information please visit,

https://github.com/androportal/ABT

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

Slide 5

Prerequisites

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 Free Accounting Foundation from Select Existing Organization button.
Point to Login Let's login as admin.
Point to Master Menu

We are now on the master menu of ABT.

Let us select Transaction menu.

We have learnt how to add vouchers in previous tutorial.

Now let's learn how to manage the vouchers.

Tap on create voucher tab In Create Voucher tab, lets select Journal


Depending on the Voucher Type selected, we get the list in Search Voucher tab.

Point to voucher list

We will find the created vouchers in the list.

Point to the financial date We can see the financial period at the top.
Point to

Tap on the Search icon, at the top middle of the screen.

Tap on search voucher tab

We can search vouchers in a number of ways.

Say, Voucher reference number, Date, Narration, Voucher number, Account name and Voucher type.

Let's try to search voucher of some other Voucher Type, say Contra.
Tap on Voucher type

As search mode select Voucher Type

Select Contra >> Tap on View


Select Contra.


Tap on View

Point to the voucher table row >> Edit/Delete voucher options open

Now we will learn how to edit, copy and delete voucher one-by-one.

Long press on the row on which you want to perform any of these tasks.

  • Edit voucher
  • Copy voucher &
  • Delete voucher
Point to Edit Voucher option


Tap on Edit Voucher option to edit the selected voucher.


It will take you to the Edit Voucher tab.

In Edit voucher, note, except Voucher number and Voucher type, all other fields are editable.

Point to amount

Let's change the amount, 200 to 2000.

Save the changes.

We have successfully edited a voucher.
Point to Search Voucher tab

It will automatically take us to Search Voucher tab.

Point to Search Voucher tab

Again, long press the Contra row.

Point to Copy voucher Select Copy voucher option, to make a copy of the voucher.
Point to Voucher Number It is mandatory to change Voucher Number as this is a unique parameter.
Point to Cheque No.

Change the Cheque No as cheque number differs in different transactions.


Save the changes.

Point to confirmation message A message appears which says Transaction cloned successfully.
Cloning the transaction was an interesting part,right?
Point to Copy Voucher tab As you can see, we are still on the same tab.


That means, we can make multiple copies of the same voucher.

Point to Search Voucher tab

Now, tap on Search Voucher tab.

Long press on the Contra row.

Point to Delete Voucher option

Now, let us try to delete unwanted transaction.


For that tap on Delete Voucher option.


Tap on Yes to delete the voucher.


We have successfully deleted the voucher.

Slide 6

In Edit, we replace the original data with new one.

In Clone, we create a copy of the same record/transaction.


And then we can make required changes to the data.

Likewise, we can create other vouchers, edit, clone and delete them.
Switch to Slides

Slide 7


Summary


Journal Transaction

So, in this tutorial, we have learnt how to,
  • Search transaction
  • Edit transaction
  • Copy transaction
  • Delete transaction.
Slide 8

Assignment


As an assignment,
  • Create a Contra transaction
    • of cash withdrawn from bank Rs.2,000
    • on 01-04-2014 from HDFC
  • Edit/Copy/Delete the transaction.
Slide 9

About the Spoken Tutorial Project

Watch the video available at the following link.

It summarises the Spoken Tutorial project

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

Slide 10 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

Slide 11

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

This is Trupti Kini from IIT Bombay. Thanks for watching.

Contributors and Content Editors

Nancyvarkey, Trupti

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