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| | I will type [mailto:accounting@spoken-tutorial.org accounting@spoken-tutorial.org] | | I will type [mailto:accounting@spoken-tutorial.org accounting@spoken-tutorial.org] |
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| | |- | | |- |
| | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Home Currency '''>> | | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Home Currency '''>> |
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| | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Save Role''' button>> | | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Save Role''' button>> |
| | | style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Save Role''' button. | | | style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Save Role''' button. |
| − | '''Title of the Script : Setup in FrontAccounting'''
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| − |
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| − | '''Author: Sheetal Prabhu'''
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| − |
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| − | '''Keywords: Setup icon, Company Setup, User access icon, fiscal year, display Setup'''
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| − |
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| − | {| style="border-spacing:0;"
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| − | | style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Visual Cue'''</center>
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| − | | style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Narration'''</center>
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 1'''
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| − |
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| − | '''Title Slide'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Hello everyone
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| − |
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| − | Welcome to this tutorial on,''' Set Up FrontAccounting'''
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 2'''
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| − |
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| − | '''Learning Objectives'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial,we will learn
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| − |
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| − | * '''FrontAccounting''' interface
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| − | * Various modules in the '''Setup''' tab
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| − |
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| − | Also, we will learn how to:
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| − | * Create our own Organisation/ Company
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| − | * Set up user accounts
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| − | * Set up access permissions
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| − | * and set up the display
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 3'''
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| − |
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| − | '''System Requirements'''
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| − |
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| − | * '''Ubuntu Linux''' OS Version 14.10
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| − | * '''FrontAccounting''' Version 2.3.24
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| To record this tutorial, I am using
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| − |
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| − | * '''Ubuntu Linux '''OS version 14.04
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| − | * '''FrontAccounting''' version 2.3.24
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 4'''
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| − |
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| − | '''Pre -requisites'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| To follow this tutorial you should have
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| − |
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| − | * Knowledge of higher secondary commerce and
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| − | * Knowledge of accounting.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Narration
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Let us start by opening the '''FrontAccounting '''interface'''.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on''' browser''' >>'''localhost/account''' >> Press Enter
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the browser, type''' localhost/account'''
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| − |
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| − | and press '''Enter.'''
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Enter''' Username and Password''' >>''' Click''' on login
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| The '''login '''page appears.
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| − |
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| − | Recall that during installation, we had created '''admin''' user.
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| − |
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| − | So, here type username as''' admin '''and password as''' spoken.'''
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| − |
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| − | Then click on '''Login '''button.
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to>>''' FrontAccounting''' >> page
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| The''' FrontAccounting''' window opens.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Point to''' options of Front Accounting''' Interface'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Standard modules have been provided in '''FrontAccounting.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''options''' as per the narration
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| The various modules are:
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| − |
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| − | * '''Sales'''
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| − | * '''Purchases'''
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| − | * '''Items and Inventory'''
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| − | * '''Manufacturing'''
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| − | * '''Dimensions'''
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| − | * '''Banking and General Ledger '''and
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| − | * '''Setup '''<br/>
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| − | We will learn about all these modules in the upcoming tutorial.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Narration
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Let us start with the''' setup tab''' in '''FrontAccounting'''.
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to''' Setup Icon>> click on it'''
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| The''' setup tab''' is used for '''Company Setting.'''
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| − |
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| − | '''Parameters, default values '''and '''preferences '''are entered in this option.
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| − |
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| − | |-
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| − | | style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click>> '''Setup''' tab>>
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| − | | style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click on the '''Setup''' tab
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to''' Setup tab'''
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| − |
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| − | * '''Company Setup'''
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| − | * '''User Accounts setup'''
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| − | * '''Access setup'''
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| − | * '''Display Setup'''
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| − | * '''Fiscal Year'''
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can see the default icons which have to be filled, to '''Setup''' a company:
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| − |
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| − | * '''Company Setup'''
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| − | * '''User Accounts setup'''
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| − | * '''Access setup'''
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| − | * '''Display Setup'''
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| − | * '''Fiscal Years'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Company Setup icon'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Let us create a New Organisation/Company by '''clicking''' on the''' Company Setup icon.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Name '''field
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In the''' Name '''field''',''' by default, we can see the name of the company ''''ST COMPANY PVT. LTD'.'''
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| − |
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| − | This is because we had given this name during installation.
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| − |
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| − | But here you can also change the name based on how you want it to appear in the reports.
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| − |
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| − | I will keep the same name''' 'ST COMPANY PVT. LTD'.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Address''' field
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In the '''Address''' field, I will type
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| − |
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| − | '''A-123, Highway Industrial Estate,'''
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| − |
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| − | '''Andheri Link Road, Sakinaka, Andheri (E)'''
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| − |
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| − | '''400072.'''
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| − | You have to give your company’s address.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Phone no '''field >>
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In the '''Phone No.''' field,
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| − |
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| − | Once again, you have to give your company’s phone number.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' E- mail Address '''field>>
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In the '''E-mail address '''field, give your company’s official email-id.
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| − |
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| − | I will type [mailto:accounting@spoken-tutorial.org accounting][mailto:accounting@spoken-tutorial.org @][mailto:accounting@spoken-tutorial.org spoken][mailto:accounting@spoken-tutorial.org -][mailto:accounting@spoken-tutorial.org tutorial][mailto:accounting@spoken-tutorial.org .][mailto:accounting@spoken-tutorial.org org]
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Home Currency '''>>
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In the '''Home currency '''field, click on the dropdown menu.
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| − |
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| − | A list of options will appear. I will select''' Rupee.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Narration
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Now I’ll do the setup of '''fiscal''' '''year'''.
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 5'''
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| − |
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| − | '''Fiscal Year setup'''
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| When you create a new '''Company''', you should check that the '''Fiscal Year '''is set up correctly
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| − |
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| − | By default, '''FrontAccounting '''software shows the fiscal year from '''January to December.'''
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| − |
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| − | This is not suitable for Companies and Organisations in India.
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| − |
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| − | So here, we can create our own '''financial year,''' which is from '''April to March'''.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Update''' button>>
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Update''' button to save the entries.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Come back to '''Frontaccounting'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Let us change the '''Fiscal Year '''to '''Financial Year.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Setup '''tab''' '''of''' FrontAccounting.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''Fiscal Years icon'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on to the '''Fiscal Years''' icon.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>'''Fiscal Year icon'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| You can see that, by default, the '''Fiscal year '''begins from '''01 January 2015 '''to '''31 December 2015.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Type '''01 January 2016 '''to '''31 March 2016'''.
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| First, I will create a dummy period for 3 months from '''01 January 2016 '''to '''31 March 2016'''.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 6'''
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| This is because we have to fill the gap between
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| − |
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| − | * '''the Fiscal year''' ie.1st January 2015 to 31st December 2015
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| − | * and the '''Financial year''' which is from 1st April 2016 to 31st March 2017
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Calendar''' icon to select the '''date'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| I will select the 3 months dummy period from '''01 January 2016 '''to '''31 March 2016'''.
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| − |
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| − | Now, click on the '''Add New '''button.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to the new row of '''dummy period'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the dummy period is created,
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| − |
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| − | A message appears and it says -
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| − |
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| − | '''“New Fiscal year has been added”'''.
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Type '''1 April 2016 to 31 March 2017.'''
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| − |
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| − | Click on '''Add new'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Then, I will type the next''' financial year, '''from '''1 April 2016 to 31 March 2017.'''
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| − |
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| − | Again, click on the '''Add new '''button.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Financial Year field'''>>
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the '''Financial Year''' has been created.
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| − |
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| − | Once again, the same message appears -
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| − |
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| − | “'''New Fiscal year has been added”'''.
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Narration
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Now, we need to update these changes in the '''Company setup '''icon.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click '''Setup''' tab >>'''Company setup icon'''
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Setup '''tab'''.'''
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| − |
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| − | Then click on the '''Company Setup icon.'''
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| − |
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| − | |-
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| − | | style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click '''Fiscal''' '''year''' Drop downbox >> Current Financial year.
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| − | | style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Under '''Fiscal year''' field, click on the dropdown menu and select the '''current Financial Year.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click''' >> Update button'''
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| − |
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| − | '''Highlight '''the message.
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Update''' button.
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| − |
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| − | A message appears and says -
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| − |
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| − | '''“Company Setup has been updated”.'''
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Calendar''' icon to select the date
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Now, we have to close and delete the '''fiscal yea'''r and the 3 months '''dummy period''', except the current '''financial year'''.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''delete year row'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Now I will demonstrate the same.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''>> Setup Tab>>'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Again, click on the '''Setup''' '''tab'''
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| − |
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| − | Click on the '''Fiscal''' '''years''' icon
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Fiscal Year'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can see the Fiscal year from '''01-01-2015 to 31-12-2015'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Edit''' '''Icon''' of '''Fiscal year'''>>
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Edit icon''', then select '''Yes''' from the '''Is Closed '''drop down menu.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Update''' button
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click '''Update''' button.
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| − |
| |
| − | A message appears -
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| − |
| |
| − | '''“Selected fiscal year has been updated”'''
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Cross''' '''sign''' to delete
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Now, I will click on the '''cross '''('''X) sign '''for deleting the year.
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| − |
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| − | A dialog box appears to confirm. Click on the '''Ok''' button.
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| − | A message appears that says -
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| − |
| |
| − | “'''Selected fiscal year has been deleted”.'''
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| − |
| |
| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Dummy period''' and show how to '''delete'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Likewise, I will remove the '''dummy period''' also.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''1 April 2016 to 31 March 2017'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Now, you can see the current '''Financial Year''' has remained.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Current Financial Year.'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Here, you will see the updated '''Financial Year''' in '''pink colour'''.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Narration
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Thus, we have updated the '''Company Setup.'''
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| − |
| |
| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Again''' '''click on the''' Setup icon.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' User Accounts Setup>>''' icon
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Now let us see the''' User Accounts Setup'''.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''User login field'''
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| − |
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can see the '''admin''' user login information such as
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| − |
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| − | * '''Full Name '''
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| − | * '''Email'''
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| − | * '''Access Level etc.'''
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| − |
| |
| − | Recall these information are entered during the installation.
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| − |
| |
| − | Let us create a''' '''new''' user login.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' User Login>>'''type
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In the '''User login '''field, I will type '''sheetalvp '''as a new '''user'''.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >>''' Password>>'''type
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Type the password in the '''password''' field.
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Full Name field>>'''type
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In '''Full Name field''', I will type '''Sheetal Prabhu.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' Telephone No>>'''
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| In '''Telephone No field''',
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| − |
| |
| − | I will type my phone no. '''022-25764229.'''
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| − |
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| − | |-
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| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' E mail Address>>'''
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Next is '''Email Address'''.
| |
| − |
| |
| − | I will type '''sheetalvp@ spoken-tutorial.org'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' Access Level>>Sub Admin'''
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| In '''Access Level field''', click on the drop down '''menu''' and select''' Sub Admin.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point>>'''language'''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| In the '''Language '''field, by default, the drop down menu''' option '''is '''English.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >>''' User's POS>>'''
| |
| − |
| |
| − | Point to '''Default'''
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Here, '''POS''' means '''Point of Sale'''.
| |
| − |
| |
| − | We will keep the '''Default''' option.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Printing profile'''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Printing option '''drop down menu.
| |
| − |
| |
| − | I will select''' Browser printing support.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Use popup window for reports'''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| By default, the checkbox is checked for '''Popup window for the reports '''option.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on''' Add new''' button
| |
| − |
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on''' Add new''' button.
| |
| − |
| |
| − | We can see the message ‘'''A new user has been added’.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''new user''' below the '''admin'''.
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can also see that the new '''user''' is added in the panel below the '''admin.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Again,''' '''click on the''' Setup icon.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Access setup icon'''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Next, let us see''' Access setup'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click>>'''Role'''>> drop down menu
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Role''' drop down menu.
| |
| − |
| |
| − | I will select '''Sub admin.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to the >> '''Access level field>> sub-admin'''
| |
| − |
| |
| − | Scroll down to show the access permission
| |
| − |
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can see the default access given for a '''Sub admin '''to use'''.'''
| |
| − |
| |
| − | Scroll down.
| |
| − |
| |
| − | We can see the permissions available for the '''sub admin''' to use.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to available '''field'''
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| You can also''' check or uncheck '''the boxes as required for the '''Sub admin''' to use.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Save Role''' button>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Save Role''' button.
| |
| − |
| |
| − | A message appears -
| |
| − |
| |
| − | “'''Security role has been updated”.'''
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Again,''' '''click on the''' Setup icon '''to see the next tab'''.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click >>'''Display Setup '''>> icon
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Display Setup icon''' is used to change the
| |
| − |
| |
| − | '''decimal places, '''
| |
| − |
| |
| − | '''date format and '''
| |
| − |
| |
| − | '''separators and other parameters.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Decimal Places'''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can see the number of decimal places for
| |
| − |
| |
| − | '''Prices/amounts, Quantities, Exchange rates and Percentages.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point>> '''Date Format and Separators'''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can change the '''date format''' and '''date separators''' by selecting the dropdown menu.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Miscellaneous '''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| We can see various '''Miscellaneous Settings''' also.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Update button'''>>
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Update button '''to save the changes.
| |
| − |
| |
| − | We can see a message appears and says that-
| |
| − |
| |
| − | '''“Display settings have been updated”.'''
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"|
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| This brings us to the end of this tutorial. Let us summarize.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 7'''
| |
| − |
| |
| − | '''Summary'''
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we had learnt about
| |
| − |
| |
| − | * '''FrontAccounting''' interface
| |
| − | * Various modules in the '''Setup''' tab
| |
| − |
| |
| − | Also, we have learnt how to:
| |
| − |
| |
| − | * Create our own Organisation/ Company
| |
| − | * Set up user accounts
| |
| − | * Set up access permissions
| |
| − | * Set up the display
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''8'''
| |
| − |
| |
| − | '''Assignment'''
| |
| − |
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| As an '''Assignment''',
| |
| − |
| |
| − | * Open the FrontAccounting interface
| |
| − | * Add a new user using '''user account setup'''
| |
| − | * Give '''Access Level''' as an '''Accountant'''
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''9'''
| |
| − |
| |
| − | '''Acknowledgement'''
| |
| − |
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| This video summarizes the Spoken Tutorial project
| |
| − |
| |
| − | If you do not have good bandwidth, you can also download and watch it.
| |
| − |
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 10'''
| |
| − |
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project Team:
| |
| − |
| |
| − | Conducts workshops using spoken tutorials
| |
| − |
| |
| − | Gives certificates to those who pass an on-line test
| |
| − |
| |
| − | For more details, please write to
| |
| − |
| |
| − | '''contact@spoken-tutorial.org'''
| |
| − | |-
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 11'''
| |
| − |
| |
| − | | style="border:1pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
| |
| − |
| |
| − | This tutorial is contributed by '''Sheetal Prabhu'''.
| |
| − | '''Thank you''' for joining.
| |
| − | |}
| |
| | | | |
| | A message appears - | | A message appears - |
| Visual Cue
|
Narration
|
| Slide 1
Title Slide
|
Hello everyone
Welcome to this tutorial on, Set Up FrontAccounting
|
| Slide 2
Learning Objectives
|
In this tutorial,we will learn
- FrontAccounting interface
- Various modules in the Setup tab
Also, we will learn how to:
- Create our own Organisation/ Company
- Set up user accounts
- Set up access permissions
- and set up the display
|
| Slide 3
System Requirements
- Ubuntu Linux OS Version 14.10
- FrontAccounting Version 2.3.24
|
To record this tutorial, I am using
- Ubuntu Linux OS version 14.04
- FrontAccounting version 2.3.24
|
| Slide 4
Pre -requisites
|
To follow this tutorial you should have
- Knowledge of higher secondary commerce and
- Knowledge of accounting.
|
| Narration
|
Let us start by opening the FrontAccounting interface.
|
| Click on browser >>localhost/account >> Press Enter
|
Click on the browser, type localhost/account
and press Enter.
|
| Enter Username and Password >> Click on login
|
The login page appears.
Recall that during installation, we had created admin user.
So, here type username as admin and password as spoken.
Then click on Login button.
|
| Point to>> FrontAccounting >> page
|
The FrontAccounting window opens.
|
| Point to options of Front Accounting Interface
|
Standard modules have been provided in FrontAccounting.
|
| Point to the options as per the narration
|
The various modules are:
- Sales
- Purchases
- Items and Inventory
- Manufacturing
- Dimensions
- Banking and General Ledger and
- Setup
We will learn about all these modules in the upcoming tutorial.
|
| Narration
|
Let us start with the setup tab in FrontAccounting.
|
| Point to Setup Icon>> click on it
|
The setup tab is used for Company Setting.
Parameters, default values and preferences are entered in this option.
|
| Click>> Setup tab>>
|
Click on the Setup tab
|
Point to Setup tab
- Company Setup
- User Accounts setup
- Access setup
- Display Setup
- Fiscal Year
|
We can see the default icons which have to be filled, to Setup a company:
- Company Setup
- User Accounts setup
- Access setup
- Display Setup
- Fiscal Years
|
| Click >> Company Setup icon
|
Let us create a New Organisation/Company by clicking on the Company Setup icon.
|
| Point to >>Name field
|
In the Name field, by default, we can see the name of the company 'ST COMPANY PVT. LTD'.
This is because we had given this name during installation.
But here you can also change the name based on how you want it to appear in the reports.
I will keep the same name 'ST COMPANY PVT. LTD'.
|
| Click>> Address field
|
In the Address field, I will type
A-123, Highway Industrial Estate,
Andheri Link Road, Sakinaka, Andheri (E)
400072.
You have to give your company’s address.
|
| Click>> Phone no field >>
|
In the Phone No. field,
Once again, you have to give your company’s phone number.
|
| Click>> E- mail Address field>>
|
In the E-mail address field, give your company’s official email-id.
I will type accounting@spoken-tutorial.org
|
| Click>> Home Currency >>
|
In the Home currency field, click on the dropdown menu.
A list of options will appear. I will select Rupee.
|
| Narration
|
Now I’ll do the setup of fiscal year.
|
| Slide 5
Fiscal Year setup
|
When you create a new Company, you should check that the Fiscal Year is set up correctly
By default, FrontAccounting software shows the fiscal year from January to December.
This is not suitable for Companies and Organisations in India.
So here, we can create our own financial year, which is from April to March.
|
| Click >> Update button>>
|
Click on Update button to save the entries.
|
| Come back to Frontaccounting
|
Let us change the Fiscal Year to Financial Year.
|
| Point to Setup icon
|
Click on the Setup tab of FrontAccounting.
|
| Point >> Fiscal Years icon
|
Click on to the Fiscal Years icon.
|
| Click>>Fiscal Year icon
|
You can see that, by default, the Fiscal year begins from 01 January 2015 to 31 December 2015.
|
| Type 01 January 2016 to 31 March 2016.
|
First, I will create a dummy period for 3 months from 01 January 2016 to 31 March 2016.
|
| Slide 6
|
This is because we have to fill the gap between
- the Fiscal year ie.1st January 2015 to 31st December 2015
- and the Financial year which is from 1st April 2016 to 31st March 2017
|
| Click >> Calendar icon to select the date
|
I will select the 3 months dummy period from 01 January 2016 to 31 March 2016.
Now, click on the Add New button.
|
| Point to the new row of dummy period
|
Here, you can see the dummy period is created,
A message appears and it says -
“New Fiscal year has been added”.
|
| Type 1 April 2016 to 31 March 2017.
Click on Add new
|
Then, I will type the next financial year, from 1 April 2016 to 31 March 2017.
Again, click on the Add new button.
|
| Point to >> Financial Year field>>
|
Here, you can see the Financial Year has been created.
Once again, the same message appears -
“New Fiscal year has been added”.
|
| Narration
|
Now, we need to update these changes in the Company setup icon.
|
| Click Setup tab >>Company setup icon
|
Click on the Setup tab.
Then click on the Company Setup icon.
|
| Click Fiscal year Drop downbox >> Current Financial year.
|
Under Fiscal year field, click on the dropdown menu and select the current Financial Year.
|
| Click >> Update button
Highlight the message.
|
Click on the Update button.
A message appears and says -
“Company Setup has been updated”.
|
| Click >> Calendar icon to select the date
|
Now, we have to close and delete the fiscal year and the 3 months dummy period, except the current financial year.
|
| Point to the delete year row
|
Now I will demonstrate the same.
|
| Click on the >> Setup Tab>>
|
Again, click on the Setup tab
Click on the Fiscal years icon
|
| Point to Fiscal Year
|
We can see the Fiscal year from 01-01-2015 to 31-12-2015
|
| Click >> Edit Icon of Fiscal year>>
|
Click on Edit icon, then select Yes from the Is Closed drop down menu.
|
| Click >> Update button
|
Click Update button.
A message appears -
“Selected fiscal year has been updated”
|
| Click>> Cross sign to delete
|
Now, I will click on the cross (X) sign for deleting the year.
A dialog box appears to confirm. Click on the Ok button.
A message appears that says -
“Selected fiscal year has been deleted”.
|
| Point to Dummy period and show how to delete
|
Likewise, I will remove the dummy period also.
|
| Point to 1 April 2016 to 31 March 2017
|
Now, you can see the current Financial Year has remained.
|
| Point to Current Financial Year.
|
Here, you will see the updated Financial Year in pink colour.
|
| Narration
|
Thus, we have updated the Company Setup.
|
| Point to Setup icon
|
Again click on the Setup icon.
|
| Click>> User Accounts Setup>> icon
|
Now let us see the User Accounts Setup.
|
| Point to the User login field
|
We can see the admin user login information such as
- Full Name
- Email
- Access Level etc.
Recall these information are entered during the installation.
Let us create a new user login.
|
| Point >> User Login>>type
|
In the User login field, I will type sheetalvp as a new user.
|
| Click >> Password>>type
|
Type the password in the password field.
|
| Point >>Full Name field>>type
|
In Full Name field, I will type Sheetal Prabhu.
|
| Point >> Telephone No>>
|
In Telephone No field,
I will type my phone no. 022-25764229.
|
| Point >> E mail Address>>
|
Next is Email Address.
I will type sheetalvp@ spoken-tutorial.org
|
| Point >> Access Level>>Sub Admin
|
In Access Level field, click on the drop down menu and select Sub Admin.
|
| Point>>language>>
|
In the Language field, by default, the drop down menu option is English.
|
| Point to >> User's POS>>
Point to Default
|
Here, POS means Point of Sale.
We will keep the Default option.
|
| Point to >>Printing profile>>
|
Click on the Printing option drop down menu.
I will select Browser printing support.
|
| Point to >>Use popup window for reports>>
|
By default, the checkbox is checked for Popup window for the reports option.
|
| Click on Add new button
|
Click on Add new button.
We can see the message ‘A new user has been added’.
|
| Point to the new user below the admin.
|
We can also see that the new user is added in the panel below the admin.
|
| Point to Setup icon
|
Again, click on the Setup icon.
|
| Click>> Access setup icon>>
|
Next, let us see Access setup
|
| Click>>Role>> drop down menu
|
Click on the Role drop down menu.
I will select Sub admin.
|
| Point to the >> Access level field>> sub-admin
Scroll down to show the access permission
|
We can see the default access given for a Sub admin to use.
Scroll down.
We can see the permissions available for the sub admin to use.
|
| Point to available field
|
You can also check or uncheck the boxes as required for the Sub admin to use.
|
| Point to >> Save Role button>>
|
Click on Save Role button.
A message appears -
“Security role has been updated”.
|
| Point to Setup icon
|
Again, click on the Setup icon to see the next tab.
|
| Click >>Display Setup >> icon
|
Display Setup icon is used to change the
decimal places,
date format and
separators and other parameters.
|
| Point >>Decimal Places>>
|
We can see the number of decimal places for
Prices/amounts, Quantities, Exchange rates and Percentages.
|
| Point>> Date Format and Separators>>
|
We can change the date format and date separators by selecting the dropdown menu.
|
| Point >>Miscellaneous >>
|
We can see various Miscellaneous Settings also.
|
| Point to >> Update button>>
|
Click on Update button to save the changes.
We can see a message appears and says that-
“Display settings have been updated”.
|
|
|
This brings us to the end of this tutorial. Let us summarize.
|
| Slide 7
Summary
|
In this tutorial, we had learnt about
- FrontAccounting interface
- Various modules in the Setup tab
Also, we have learnt how to:
- Create our own Organisation/ Company
- Set up user accounts
- Set up access permissions
- Set up the display
|
| Slide 8
Assignment
|
As an Assignment,
- Open the FrontAccounting interface
- Add a new user using user account setup
- Give Access Level as an Accountant
|
| Slide 9
Acknowledgement
|
This video summarizes the Spoken Tutorial project
If you do not have good bandwidth, you can also download and watch it.
|
| Slide 10
|
The Spoken Tutorial Project Team:
Conducts workshops using spoken tutorials
Gives certificates to those who pass an on-line test
For more details, please write to
contact@spoken-tutorial.org
|
| Slide 11
|
The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
This tutorial is contributed by Sheetal Prabhu.
Thank you for joining.
|
