Difference between revisions of "GNUKhata/C2/Create-Account-in-GNUKhata/English"

Learning Objectives

At the end of this tutorial, you will be able to:

• Create Organization in GNUKhata
• Create Accounts in GNUKhata
• Login into GNUKhata

System Requirements

To record this tutorial, I am using

• Ubuntu 12.04 Operating System
• GNUKhata version 1.2
• Firefox version 17.0

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.

Execute on terminal sudo startgk

• To run GNUKhata, you need to start the server on your machine.
• To start the server, open the terminal by typing Ctrl+Alt+T
• Then type sudo startgk and hit Enter.

http://localhost:8080

• To run GNUKhata on your machine, open the Firefox browser
• Type http://localhost:8080 in the address bar.

This is the Welcome screen of GNUKhata.

• Select Existing Organization
• Create New Organization

• In this tutorial we will again create a new organization.
• For this, click on Create New Organization button.

• Here, in the Organization Name field, let's type the name of a company.
• For example, Free Accounting Foundation.
• Let me select NGO as my option for Organization Type.

• I will type 01-04-2011 for From date
• To date appears automatically

Now, press the Next button.

Point to Free Accounting Foundation and Financial Year

In the next webpage:

• The name of the organization and the financial year period appears at the top.

Point to State and press Save button

• In this page, we will select Maharashtra for State drop down.
• Press Save button.

• 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.

Point to two checkboxes:

• Projectwise Accounting
• Manual Account Codes

• On the next webpage, you have to choose the Preferences for your organization.

There are two checkboxes here:

• Check Projectwise Accounting and let's type spoken tutorial in first textbox and 800 for sanctioned amount textbox.
• Check Manual Account Codes checkbox too
• The steps till now were like a revision to the first tutorial.

• After stating your preferences, 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.

I will click on Create Account button to create a few accounts.

Here, we have to add accounts for the organization.

Every account falls under a Group and optionally a Sub-Group.

Click on Group Name dropdown to see all the group names provided by GNUKhata.

• Notice the Groups Corpus, Current Liability, Loans(Liability).
• These accounts will have Credit opening balance.

Then, there are groups like

• Current Asset
• Fixed Assets
• Loans (Asset).

These accounts will normally have Debit opening balance.

The groups

• Direct Income
• Indirect Income
• Direct Expense
• Indirect Expense

will not have any opening balance.

All other groups will have an opening balance.

• I will choose Current Asset as Group Name.
• Assets represent everything which a business owns and has a monetary value.

Click on the dropdown of Sub-Group Name

• After selecting Group Name, you have to select the Sub-Group Name as required.
• These are the subgroups provided by GNUKhata.
• You can add any Sub-Group Name as you wish.
• For now, I shall choose Bank as a Sub-Group Name.

• But you can create additional subgroups also.
• We will learn that in another tutorial.

Enter SBI

• In the Account name field, I will type the name of the Account as SBI.

• Recall, we had preferred to create account codes manually earlier.
• So here,we see a field for account code.

• GNUKhata suggests an account code, as you can see.
• We can edit the suggested code * We can even leave it as it is

• Next, 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.

I will enter 5000 as Debit opening balance.

The total of all Debit Opening Balances entered so far will be displayed here.

• Right now it is 0.00
• It is so as we have not yet saved this account with its debit opening balance.

Next, the total of all Credit Opening Balances so far entered is displayed here.

• Right now it is 0.00
• It is so as no account with credit opening balance has been saved.

The last field displays the difference between debit and credit opening balances.

After filling all the necessary data, I will press the Save button.

• A message appears at the top
• It tells you have successfully created the desired account.

Note that the amount in the Total Debit Opening Balance has been updated.

• Total Debit
• Credit Opening Balance depend on what type of opening balance you have entered.

• Note that, '
  • Total debit opening balance'
  • Total credit opening balance
  • Difference in opening balance

are read-only fields.

They get updated after saving a new account.

• If you wish then you can create more accounts.
• Else click on the Finish button.
• I will click on Finish button

Congratulations! You have now created the books for the organization Free Accounting Foundation .

• Next, a new screen appears
• It asks for the username and password.

Click on Login button

• The default username and the password is admin.
• You can change it later if you want.
• Lets click on the Login button.

Note, a new page appears with the name of the organization and the financial year period.

Notice the menu bar at the top with some options.

To logout, you can click on the Logout option at the top right of the screen.

Summary

So in this tutorial we have learnt to create:

• New organization
• Set preferences
• Add an account and finally log into GNUKhata.

Assignment

Create:

• Account Machinery which has group name Fixed Assets and sub-group Plant & Machinery.
• Account New Machinery Company will be under group Current Liability and sub-group Sundry Creditors for Purchase.

• Watch the video available at: http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
• It summarizes the Spoken Tutorial project
• If you do not have good bandwidth, you can download and watch it

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

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

• That’s it for this tutorial. This is Trupti Kini from the GNUKhata project, IIT Bombay.
• Thank you for watching.