Difference between revisions of "GNUKhata/C2/Welcome-to-GNUKhata/English"

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Let us see the demo of all the features available in '''GNUKhata'''.  
 
Let us see the demo of all the features available in '''GNUKhata'''.  
 
* This is the Main screen of '''GNUKhata'''.  
 
* This is the Main screen of '''GNUKhata'''.  
−
On the top you can see:
 
−
* Organization name
 
−
* Dates for the financial year.
 
  
 +
|-
 +
||Point to buttons
 +
* '''Select Existing Organisation'''
 +
* '''Create New Organisation'''.
 +
||
 +
* Here you can see two buttons
 +
* '''Select Existing Organisation''' and '''Create New Organisation'''.
  
 
|-
 
|-
 +
||Click on '''Create New Organisation'''
 
||
 
||
 +
* Let me click on '''Create New Organisation'''.
 +
* In the '''Organisation Name''' text box, you can enter your organisation's name.
 +
* In the dropdown of '''Organisation Type''', we can select either '''Profit Making''' or '''NGO'''.
 +
* We can enter the '''From Date''' and '''To Date''' for the organisation's financial year.
 +
 +
|-
 +
||Click on '''Select Existing Organisation''' button
 +
||
 +
* Since I want to show the demo, let us select an already created organisation say '''ABC'''.
 +
* For creating new organisation see "Deploying GNUKhata" tutorial
 +
* Notice that the financial year appears automatically.
 +
* Click on '''Proceed''' button.
 +
 +
|-
 +
||Screen 2
 +
'''Login''' Page
 +
||
 +
* We are on the login page.
 +
* The default username and password is '''admin'''.
 +
* Let us login into '''GNUKhata'''.
 +
* Click on '''Login'''.
 +
 +
|-
 +
||Screen 3
 
||
 
||
−
* There are various menus listed one next to each other.  
+
* Now we can see the Organisation name on top along with the Financial year. * We can also see menus like '''Master''', '''Transactions''', '''Reports''', '''Administration''' and '''Help'''.
−
* Let us quickly go through each of them.  
+
  
 
|-
 
|-
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|-
 
|-
−
||Click on '''Account Creation/Find/Edit'''.  
+
||Click on '''Master''' and then '''Account Creation/Find/Edit'''.
 
||
 
||
 
In account creation, you have twelve group names.  
 
In account creation, you have twelve group names.  
Line 152: Line 180:
 
||Click on drop down of '''Group name'''.
 
||Click on drop down of '''Group name'''.
 
||
 
||
−
You can choose an appropriate Group.
+
* You can choose an appropriate Group.
 +
* Let us select '''Current Assets'''.
  
 
|-
 
|-
Line 167: Line 196:
  
 
|-
 
|-
−
||Point to '''Editing Organisation Details'''
+
||Click on '''Master''' and then '''Editing Organisation Details'''
 
||
 
||
 
Here, you can edit the organisation details.  
 
Here, you can edit the organisation details.  
Line 173: Line 202:
  
 
|-
 
|-
−
||Adding Projects
+
||Click on '''Master''' and then '''Add More Projects'''
 
||
 
||
 
* For a large organisation,  '''GNUKhata''' provides an option for maintaining accounts Projectwise.  
 
* For a large organisation,  '''GNUKhata''' provides an option for maintaining accounts Projectwise.  
−
 
 
* You can add one or more projects and view the reports projectwise.
 
* You can add one or more projects and view the reports projectwise.
  
  
 
|-
 
|-
−
||'''Bank Reconciliation'''  
+
||Point to '''Master''' Menu
 +
Click on '''Bank Reconciliation Statement'''
 
||
 
||
−
A '''Bank reconciliation''' is a process which:
+
* In Bank Reconciliation, you can reconcile transactions at frequent intervals.
−
* Explains the difference between the bank balance
+
* You can clear or unclear transactions.
−
* It is shown in an organization's bank statement as supplied by the bank,
+
* More on this can be found in the tutorial 'Bank Reconciliation'
−
* The corresponding amount is shown in the organization's own accounting records at a particular point in time.
+
  
 
|-
 
|-
−
||
+
||Click on '''Transaction'''  menu
−
||
+
−
In '''Bank Reconciliation''', you can reconcile transactions at frequent intervals.
+
−
 
+
−
 
+
−
|-
+
−
||'''Transaction'''  menu
+
 
||
 
||
 
* Under '''Transaction''' option, we have 10 different transactions
 
* Under '''Transaction''' option, we have 10 different transactions
 
* We can add, edit or delete the transaction under this menu.  
 
* We can add, edit or delete the transaction under this menu.  
 +
* More on Transactions can be found in tutorial named '''Contra Transaction'''
  
  
 
|-
 
|-
−
|| '''Reports''' menu  
+
||Click on  '''Reports''' menu  
 
||
 
||
 
Under '''Reports''' we can view financial reports in the form of:  
 
Under '''Reports''' we can view financial reports in the form of:  
Line 217: Line 240:
 
* '''Profit and Loss''' account, in case of a '''Profit Making'''
 
* '''Profit and Loss''' account, in case of a '''Profit Making'''
 
* For '''NGO''', we will have '''Income and Expenditure''' report instead of '''Profit and Loss'''.
 
* For '''NGO''', we will have '''Income and Expenditure''' report instead of '''Profit and Loss'''.
−
 
+
* More on this can be found in the tutorial '''Viewing Reports in GNUKhata'''
  
 
|-
 
|-
−
||'''Reports''':Click on '''Ledger'''
+
||Click on '''Reports''' menu and then
 +
Click on '''Ledger'''
 
||
 
||
 
You can view the '''Ledger''' with or without narration by:
 
You can view the '''Ledger''' with or without narration by:
Line 229: Line 253:
  
 
|-
 
|-
−
||'''Reports''':Click on '''Trial Balance''' ('''Extended Trial Balance''')
+
||Click on '''Reports''' menu then click on '''Trial Balance''' ('''Extended Trial Balance''')
 
||
 
||
 
Under '''Trial Balance''', you can select one amongst the three Trial Balances i.e  
 
Under '''Trial Balance''', you can select one amongst the three Trial Balances i.e  
Line 244: Line 268:
  
 
|-
 
|-
−
||'''Reports''':Click '''Project Statement'''  
+
||Click on '''Reports''' menu then click '''Project Statement'''  
 
||
 
||
−
* In '''Project Statement''', you have:
+
* In '''Project Statement''', you can view individual project statements
−
* cash inflow
+
* In the '''Select Project''' drop down, select '''Gnukhata'''
−
* outflow for individual projects.
+
* Click on '''View'''.
 +
* You will be able to see all the Transactions done under the Project Name '''Gnukhata'''
  
 
|-
 
|-
−
||'''Reports''':Go to '''Balance Sheet'''
+
||Click on '''Reports''' menu and Go to '''Balance Sheet'''
 
||
 
||
 
You can view '''Balance Sheet''' for the selected period within the financial year in two formats. i.e  
 
You can view '''Balance Sheet''' for the selected period within the financial year in two formats. i.e  
Line 259: Line 284:
  
 
|-
 
|-
−
||'''Reports''':Click '''Profit and Loss''' (or '''Income and Expenditure''')
+
||Click on '''Reports''' menu and then select'''Profit and Loss''' (or '''Income and Expenditure''')
 
||
 
||
 
In '''Profit and Loss''' account you will be able to see:  
 
In '''Profit and Loss''' account you will be able to see:  
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|-
 
|-
−
||Administration Menu
+
||Click on Administration Menu
 
||
 
||
 
In '''Administration''' menu you can:
 
In '''Administration''' menu you can:
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|-
 
|-
−
||'''Help''' Menu
+
||Click on '''Help''' Menu
 
||
 
||
 
Under '''Help''' menu:  
 
Under '''Help''' menu:  

Revision as of 17:47, 15 March 2013

Visual cue Narration
Display desktop Welcome to this series of spoken tutorials on GNUKhata version 1.1
Show Slide

Learning Objectives

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

  • Install GNUKhata on your local machine
  • Use GNUKhata software
  • Explore the interface of GNUKhata
  • Explore features of GNUKhata


Show Slide

System Requirements

  • Ubuntu 12.04 Operating System
  • 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 use:

  • It is recommended that users use Mozilla Firefox version 3.6 or above.
  • GNUKhata can also run smoothly on other browsers like Chromium and Opera.


What is GNUKhata?

GNUKhata is a Free and Open Source (FOSS) Accounting Software. It can be deployed by:

  • Both profit making and Non-profit making organisations
  • NGOs.

It provides a Free and Open Source(FOSS) solution for basic book keeping.

  • This project was initiated by Mr. Krishnakant Mane from IIT-Bombay
  • He is the Team Leader of this Project.
GNUKhata Official Website

For more information about GNUKhata, please visit our website http://gnukhata.org.


You can:

  • Create accounts
  • Add transactions
  • View reports.
  • Unique feature like Extended Trial Balance has been included.
  • Stands out to be a class apart from the other existing accounting software.
Download GNUKhata


/* switch to demo */

Installation of GNUKhata

  • The installer is named GNUKhata-installer_1.1.tar.gz
  • Right click on the installer and select Extract here.
  • Open a terminal by pressing Ctrl+Alt+T


Update applications in your machine

Type the command sudo apt-get update

Now, through the terminal, go inside the installer folder by typing cd installer_1.1


Once inside the installer directory, execute the following two commands:

  • chmod +x ./gkinstall.sh
  • With this command, we are giving the executable permission
  • sudo ./gkinstall.sh
  • With sudo command, we are giving root user privilege.
  • This installation takes some time.
Start GNUKhata

When the prompt returns without any error:

  • Type the command sudo startgk


Opening GNUKhata

To run GNUKhata on your machine:


/* switch to GNUKhata web page */

GNUKhata Demo

Let us see the demo of all the features available in GNUKhata.

  • This is the Main screen of GNUKhata.
Point to buttons
  • Select Existing Organisation
  • Create New Organisation.
  • Here you can see two buttons
  • Select Existing Organisation and Create New Organisation.
Click on Create New Organisation
  • Let me click on Create New Organisation.
  • In the Organisation Name text box, you can enter your organisation's name.
  • In the dropdown of Organisation Type, we can select either Profit Making or NGO.
  • We can enter the From Date and To Date for the organisation's financial year.
Click on Select Existing Organisation button
  • Since I want to show the demo, let us select an already created organisation say ABC.
  • For creating new organisation see "Deploying GNUKhata" tutorial
  • Notice that the financial year appears automatically.
  • Click on Proceed button.
Screen 2

Login Page

  • We are on the login page.
  • The default username and password is admin.
  • Let us login into GNUKhata.
  • Click on Login.
Screen 3
  • Now we can see the Organisation name on top along with the Financial year. * We can also see menus like Master, Transactions, Reports, Administration and Help.
Point to Master menu

Under Master menu, you can see options like :

  • Account Creation/Find/Edit
  • Edit Organisation details
  • Add More Projects
  • Bank Reconciliation.


Click on Master and then Account Creation/Find/Edit.

In account creation, you have twelve group names.

Click on drop down of Group name.
  • You can choose an appropriate Group.
  • Let us select Current Assets.
Click on drop down of Sub- Group name
  • You can choose the respective Sub-group.
  • You can enter the new account in account name field and
  • Opening balance in the box labeled Opening balance.


Click on Master and then Editing Organisation Details

Here, you can edit the organisation details.


Click on Master and then Add More Projects
  • For a large organisation, GNUKhata provides an option for maintaining accounts Projectwise.
  • You can add one or more projects and view the reports projectwise.


Point to Master Menu

Click on Bank Reconciliation Statement

  • In Bank Reconciliation, you can reconcile transactions at frequent intervals.
  • You can clear or unclear transactions.
  • More on this can be found in the tutorial 'Bank Reconciliation'
Click on Transaction menu
  • Under Transaction option, we have 10 different transactions
  • We can add, edit or delete the transaction under this menu.
  • More on Transactions can be found in tutorial named Contra Transaction


Click on Reports menu

Under Reports we can view financial reports in the form of:

  • Ledger
  • Trial Balance
  • Project Statement
  • Cash flow
  • Balance Sheet


  • Profit and Loss account, in case of a Profit Making
  • For NGO, we will have Income and Expenditure report instead of Profit and Loss.
  • More on this can be found in the tutorial Viewing Reports in GNUKhata
Click on Reports menu and then

Click on Ledger

You can view the Ledger with or without narration by:

  • Selecting an account name
  • Entering the date range
  • These dates must fall in between the start and end of financial year.
  • You can view ledger even for individual projects.
Click on Reports menu then click on Trial Balance (Extended Trial Balance)

Under Trial Balance, you can select one amongst the three Trial Balances i.e

  • Net Trial Balance
  • Gross Trial Balance
  • Extended Trial Balance
  • Let us see the Extended Trial Balance and click on View.
  • Similarly, we can select Gross and Extended Trial Balance.
  • Extended Trial Balance is one of the unique additions in GNUKhata.
Click on Reports menu then click Project Statement
  • In Project Statement, you can view individual project statements
  • In the Select Project drop down, select Gnukhata
  • Click on View.
  • You will be able to see all the Transactions done under the Project Name Gnukhata
Click on Reports menu and Go to Balance Sheet

You can view Balance Sheet for the selected period within the financial year in two formats. i.e

  • Conventional Balance Sheet(horizontal balance sheet)
  • Sources and application of funds(vertical balance sheet)


Click on Reports menu and then selectProfit and Loss (or Income and Expenditure)

In Profit and Loss account you will be able to see:

  • The report for Profit and Loss account
  • For a period within the financial year of an Profit Making.
  • For a NGO organisation, this report will be Income and Expenditure.
Click on Administration Menu

In Administration menu you can:

  • Create a new user
  • Even change the password of that existing user.


Click on Help Menu

Under Help menu:

  • You can see list of Shortcut keys for all the activities.
  • You can see list of authors in the Authors option,
  • The full license text in License option.
  • The Manual option will have the complete manual which is under construction.


Stop GNUkhata

To stop GNUkhata, type on the terminal sudo stopgk


Summary

So in this tutorial we have seen:

  • How GNUKhata can be used for Accounting purposes.
  • We have also seen how to install GNUKhata.
Spoken Tutorial Workshops

The Spoken Tutorial Project Team

  • Conducts workshops using spoken tutorials
  • Gives certificates to those who pass an online test
  • For more details, please write to contact@spoken-tutorial.org
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


Thank You!
  • That’s it for this tutorial.
  • In the upcoming tutorials, we shall learn more about deploying GNUKhata.
  • Thank you for watching.
  • This is Trupti signing off, Good Bye.

Contributors and Content Editors

Nancyvarkey, Trupti

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