Difference between revisions of "FrontAccounting/C2/Setup-in-FA/English-timed"
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| − | | | + | | In this tutorial, we will learn: |
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| '''FrontAccounting''' interface | | '''FrontAccounting''' interface | ||
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| Various modules in the '''Setup''' tab | | Various modules in the '''Setup''' tab | ||
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| Also, we will learn how to: | | Also, we will learn how to: | ||
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| − | | | + | | Create our own Organization or Company |
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| Setup user '''accounts''' | | Setup user '''accounts''' | ||
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| Setup access permissions | | Setup access permissions | ||
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| and Setup display | | and Setup display | ||
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| To record this tutorial I am using, | | To record this tutorial I am using, | ||
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| '''Ubuntu Linux ''' OS version 14.04 | | '''Ubuntu Linux ''' OS version 14.04 | ||
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| Knowledge of higher secondary commerce and Knowledge of Accounting. | | Knowledge of higher secondary commerce and Knowledge of Accounting. | ||
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| 01:32 | | 01:32 | ||
| − | | | + | | The various modules are: |
'''Sales''' | '''Sales''' | ||
'''Purchases''' | '''Purchases''' | ||
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| − | | | + | | Let us start with the '''Setup tab''' in '''FrontAccounting'''. |
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| '''Parameters, default values''' and '''preferences''' are entered in this option. | | '''Parameters, default values''' and '''preferences''' are entered in this option. | ||
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| − | | | + | | '''Company Setup''' |
'''User Accounts setup''' | '''User Accounts setup''' | ||
'''Access setup''' | '''Access setup''' | ||
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| 02:24 | | 02:24 | ||
| − | | | + | | Let us create a New Organisation or Company by '''clicking''' on the '''Company Setup icon.''' |
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| 02:30 | | 02:30 | ||
| − | | | + | | In the '''Name''' field, by default, we can see the name of the company '''ST COMPANY PVT. LTD.''' |
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| − | | | + | | We will be using this information later in this tutorial. |
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| − | | | + | | In the '''Maintenance''' panel, click on '''Currencies.''' |
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| the '''Fiscal year''' ie.1st January 2015 to 31st December 2015 | | the '''Fiscal year''' ie.1st January 2015 to 31st December 2015 | ||
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| Again, click on the '''Add new''' button. | | Again, click on the '''Add new''' button. | ||
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| A message appears and says - | | A message appears and says - | ||
“Company Setup has been updated”. | “Company Setup has been updated”. | ||
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| − | | | + | | 07:11 |
| − | | | + | | Now, we have to close and delete the '''fiscal year''' and the 3 months '''dummy period''', |
except the current '''financial year'''. | except the current '''financial year'''. | ||
Revision as of 11:24, 25 January 2018
| Time | Narration |
| 00:01 | Welcome to this tutorial on Set Up FrontAccounting. |
| 00:06 | In this tutorial, we will learn: |
| 00:09 | FrontAccounting interface |
| 00:12 | Various modules in the Setup tab |
| 00:15 | Also, we will learn how to: |
| 00:17 | Create our own Organization or Company |
| 00:21 | Setup user accounts |
| 00:24 | Setup access permissions |
| 00:27 | and Setup display |
| 00:30 | To record this tutorial I am using, |
| 00:33 | Ubuntu Linux OS version 14.04 |
| 00:38 | and FrontAccounting version 2.3.24 |
| 00:43 | To follow this tutorial you should have |
| 00:45 | Knowledge of higher secondary commerce and Knowledge of Accounting. |
| 00:51 | Let us start by opening the FrontAccounting interface. |
| 00:55 | Click on the browser, type localhost slash account and press Enter. |
| 01:03 | The login page appears. |
| 01:06 | Recall during installation, we had created admin user. |
| 01:12 | So, here type username as adminand password as spoken. |
| 01:20 | Then click on Login button. |
| 01:24 | The FrontAccounting window opens. |
| 01:27 | Standard modules have been provided in FrontAccounting. |
| 01:32 | The various modules are:
Sales Purchases Items and Inventory Manufacturing Dimensions Banking and General Ledger and Setup |
| 01:45 | We will learn about all these modules in the upcoming tutorial. |
| 01:50 | Let us start with the Setup tab in FrontAccounting. |
| 01:54 | The setup tab is used for Company Setting. |
| 01:58 | Parameters, default values and preferences are entered in this option. |
| 02:05 | Click on the Setup tab. |
| 02:08 | We can see the default icons which have to be filled, to Setup a company. They are : |
| 02:15 | Company Setup
User Accounts setup Access setup Display Setup Fiscal Years |
| 02:24 | Let us create a New Organisation or Company by clicking on the Company Setup icon. |
| 02:30 | In the Name field, by default, we can see the name of the company ST COMPANY PVT. LTD. |
| 02:37 | This is because we had given this name during installation. |
| 02:42 | But here you can also change the name based on how you want it to appear in the reports. |
| 02:49 | I will keep the same name. |
| 02:52 | Scroll down. |
| 02:54 | Since my company is in India, I will setup the home currency to Rupees. |
| 03:00 | We will be using this information later in this tutorial. |
| 03:05 | In the Home currency field, click on the dropdown menu. |
| 03:09 | A list of options will appear. |
| 03:12 | But Rupees is not avialable in the list. |
| 03:16 | Let us see how to add a new currency to the list here. |
| 03:21 | Click on the Banking and General Ledger link in the top menu. |
| 03:26 | In the Maintenance panel, click on Currencies. |
| 03:30 | A new window appears. |
| 03:33 | Type 'INR' in the Currency Abbreviation field and Rs in the Currency Symbol field. |
| 03:42 | In the Currency Name field, enter Rupees. |
| 03:46 | In the Hundredths Name field, enter Hundred and in the Country field enter India. |
| 03:54 | Now click on Add new button. |
| 03:58 | We can see a message New currency has been added. |
| 04:02 | Let us go back to the company setup page. |
| 04:05 | For this click on Setup in the top menu and then on Company setup icon. |
| 04:12 | In the Address field, You have to give your company’s address. |
| 04:17 | In the Phone No. field, you have to give your company’s phone number. |
| 04:22 | In the E-mail address field, give your company’s official email-id. |
| 04:28 | Click on the Home Currency Drop down box. |
| 04:31 | We can now see Rupees in the list. |
| 04:34 | Select Rupees. |
| 04:36 | Now I’ll do the setup of fiscal year. |
| 04:40 | When you create a new Company, you should check that the Fiscal Year is set up correctly |
| 04:46 | By default, FrontAccounting software shows the fiscal year from January to December. |
| 04:53 | This is not suitable for Companies and Organisation in India. |
| 04:58 | So here, we can create our own financial year, which is from April to March. |
| 05:05 | Click on Update button to save the entries. |
| 05:10 | Let us change the Fiscal Year to Financial Year. |
| 05:14 | Click on the Setup tab of FrontAccounting. |
| 05:18 | Click on to the Fiscal Years icon. |
| 05:21 | You can see that, the Fiscal year begins from 01 January 2015 to 31 December 2015. |
| 05:30 | First, I will create a dummy period for 3 months from 01 January 2016 to 31 March 2016. |
| 05:38 | This is because we have to fill the gap between |
| 05:42 | the Fiscal year ie.1st January 2015 to 31st December 2015 |
| 05:50 | and the Financial year which is from 1st April 2016 to 31st March 2017 |
| 05:58 | I will select the 3 months dummy period from 01 January 2016 to 31 March 2016. |
| 06:08 | Now, click on the Add New button. |
| 06:12 | Here, you can see the dummy period is created, |
| 06:16 | A message appears and it says -
“New Fiscal year has been added”. |
| 06:22 | Then, I will type the next financial year, from 1 April 2016 to 31 March 2017. |
| 06:31 | Again, click on the Add new button. |
| 06:35 | Here, you can see the Financial Year has been created. |
| 06:39 | Once again, the same message appears -
“New Fiscal year has been added”. |
| 06:45 | Now, we need to update these changes in the Company setup. |
| 06:50 | Click on the Setup tab. |
| 06:52 | Then click on the Company Setup icon. |
| 06:55 | Under Fiscal year field, click on the dropdown menu |
| 06:59 | select the current Financial Year. |
| 07:02 | Click on the Update button. |
| 07:05 | A message appears and says -
“Company Setup has been updated”. |
| 07:11 | Now, we have to close and delete the fiscal year and the 3 months dummy period,
except the current financial year. |
| 07:19 | I will demonstrate the same. |
| 07:21 | Again, click on the Setup tab. |
| 07:24 | Click on the Fiscal years icon. |
| 07:27 | We can see the Fiscal year from 1st January 2015 to 31st December 2015. |
| 07:35 | Click on Edit icon, then select Yes from the Is Closed drop down menu. |
| 07:43 | Click Update button. |
| 07:46 | A message appears -
“Selected fiscal year has been updated” |
| 07:51 | Now, I will click on the cross(X) sign for deleting the year. |
| 07:56 | A dialog box appears to confirm. Click on the Ok button. |
| 08:02 | A message appears as
“Selected fiscal year has been deleted”. |
| 08:07 | Likewise, I will remove the dummy period also. |
| 08:18 | Now, you can see the current Financial Year has remained. |
| 08:23 | Here, you will see the updated Financial Year in pink colour. |
| 08:28 | Thus, we have updated the Company Setup. |
| 08:32 | Again click on the Setup icon. |
| 08:35 | Click on the User Accounts Setup. |
| 08:38 | We can see the admin user login information such as |
| 08:41 | Full Name
Email Access Level etc. |
| 08:46 | Recall these information are entered during the installation. |
| 08:51 | Let us create a new user login. |
| 08:54 | In the User login field, I will type sheetalvp as a new user. |
| 09:00 | Type the password in the password field. |
| 09:04 | In the Full Name field, I will type Sheetal Prabhu. |
| 09:08 | In the Telephone No field, I will type my phone no. |
| 09:12 | Next is Email Address. |
| 09:15 | I will type sheetalvp@ spoken-tutorial.org |
| 09:22 | In Access Level field, click on the drop down menu and select Sub Admin. |
| 09:28 | In the Language field, by default, the drop down menu option is English. |
| 09:34 | Here, POS means Point of Sale. |
| 09:38 | We will keep the Default option. |
| 09:41 | Click on the Printing option drop down menu. |
| 09:44 | I will select Browser printing support. |
| 09:48 | Next, by default the checkbox is checked for Popup window for the reports option. |
| 09:55 | Click on Add new button. |
| 09:58 | We can see the message ‘A new user has been added’. |
| 10:02 | We can also see that the new user is added in the panel below the admin. |
| 10:08 | Again, click on the Setup icon. |
| 10:12 | Next, let us see Access setup |
| 10:16 | Click on the Role drop down menu. |
| 10:19 | I will select Sub admin. |
| 10:22 | We can see the default access given for a Sub admin to use. Scroll down. |
| 10:28 | We can see the permissions available for the sub admin. |
| 10:33 | You can also check or uncheck the boxes as required for the Sub admin to use. |
| 10:39 | Click on Save Role button. |
| 10:42 | A message appears as
“Security role has been updated”. |
| 10:47 | Again, click on the Setup icon to see the next tab. |
| 10:52 | Display Setup is used to change the
Decimal places, Date format and Separators and other parameters. |
| 11:01 | We can see the number of decimal places for
Prices/amounts Quantities Exchange rate and Percentages |
| 11:10 | We can change the date format and date separators by selecting the dropdown menu. |
| 11:16 | We can see various Miscellaneous Settings also. |
| 11:20 | Click on Update button to save the changes. |
| 11:24 | We can see a message “Display settings have been updated”. |
| 11:29 | This brings us to the end of this tutorial. |
| 11:32 | Let us summarize. |
| 11:34 | In this tutorial, we learnt about |
| 11:37 | FrontAccounting interface |
| 11:39 | Various modules in the Setup tab |
| 11:43 | Also, we have learnt how to:
Create our own Organisation or Company |
| 11:49 | Setup user accounts |
| 11:51 | Setup access permissions |
| 11:54 | Setup display |
| 11:56 | As an Assignment, |
| 11:57 | Open the FrontAccounting interface |
| 12:00 | Add a new user using
user account setup |
| 12:04 | Give Access Level as an Accountant |
| 12:08 | This video summarises the Spoken Tutorial project. |
| 12:12 | If you do not have good bandwidth, you can also download and watch it. |
| 12:17 | The Spoken Tutorial Project Team:
Conducts workshops using spoken tutorials |
| 12:22 | Gives certificates to those who pass an on-line test. |
| 12:27 | For more details, please write to us contact@spoken-tutorial.org |
| 12:31 | The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India. |
| 12:38 | The script and video has been contributed by Sheetal Prabhu. This is NirmalaVenkat signing off. Thank you for joining. |
