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

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Line 14: Line 14:
 
* Install '''GNUKhata'''
 
* Install '''GNUKhata'''
 
* Run '''GNUKhata''' on your machines
 
* Run '''GNUKhata''' on your machines
−
* Register an organisation for a financial year
+
* Register an organization for a financial year
−
* Set Preferences for the Organisation
+
* Set Preferences for the Organization
−
* Create Accounts in '''GNUKhata'''
+
 
−
* Login into '''GNUKhata'''
+
  
 
|-
 
|-
Line 48: Line 47:
 
'''GNUKhata''' is a '''Free and Open Source (FOSS) Accounting Software'''.  
 
'''GNUKhata''' is a '''Free and Open Source (FOSS) Accounting Software'''.  
 
It can be deployed by:
 
It can be deployed by:
−
* Both Profit making and Non-profit making organisations
+
* Both Profit making and Non-profit making organizations
 
* NGOs.  
 
* NGOs.  
 
It provides a '''Free and Open Source(FOSS)''' solution for basic book keeping.
 
It provides a '''Free and Open Source(FOSS)''' solution for basic book keeping.
Line 150: Line 149:
 
|-
 
|-
 
|| Point to buttons  
 
|| Point to buttons  
−
* Select Existing Organisation
+
* Select Existing Organization
−
* Create New Organisation
+
* Create New Organization
  
 
||  
 
||  
 
Here you see two buttons:
 
Here you see two buttons:
−
* The first one is '''Selecting Existing Organisation'''  
+
* The first one is '''Selecting Existing Organization'''  
−
* And the second is '''Create New Organisation'''.
+
* And the second is '''Create New Organization'''.
  
 
|-
 
|-
 
||  
 
||  
−
Click on '''Create New Organisation''' button
+
Click on '''Create New Organization''' button
 
||  
 
||  
−
* Since we have just installed '''GNUKhata''', we will have to create a new organisation.  
+
* Since we have just installed '''GNUKhata''', we will have to create a new organization.  
−
* For this, click on '''Create New Organisation''' button.
+
* For this, click on '''Create New Organization''' button.
  
 
|-
 
|-
−
||Point to the four options '''Organisation Name''', '''Organisation Type''', '''Financial year From date''' and '''To date'''
+
||Point to the four options '''Organization Name''', '''Organization Type''', '''Financial year From date''' and '''To date'''
 
||  
 
||  
 
Four important options of GNUKhata appear on the screen:  
 
Four important options of GNUKhata appear on the screen:  
−
* '''Organisation Name'''.  
+
* '''Organization Name'''.  
−
* '''Organisation Type'''.  
+
* '''Organization Type'''.  
 
* '''Financial Year  From Date''' and  
 
* '''Financial Year  From Date''' and  
 
* '''To date'''  
 
* '''To date'''  
  
 
|-
 
|-
−
|| In  '''Organisation Name''' textbox, type '''Free Accounting Foundation'''
+
|| In  '''Organization Name''' text box, type '''Welcome'''
 
||  
 
||  
−
* Here, in the '''Organisation Name''' field, let's type the name of a company.
+
* Here, in the '''Organization Name''' field, let's type the name of a company.
−
* For example, '''Free Accounting Foundation'''.
+
* For example, '''Welcome'''
  
 
|-
 
|-
−
|| Choose from the dropdown of '''Organisation Type'''
+
|| Choose from the drop down of '''Organization Type'''
 
||  
 
||  
−
* Next, under '''Organisation Type''', we have two choices '''NGO''' or a '''Profit Making''' organisation.  
+
* Next, under '''Organization Type''', we have two choices '''NGO''' or a '''Profit Making''' organization.  
 
* Let me select '''NGO''' as my option.  
 
* Let me select '''NGO''' as my option.  
  
Line 200: Line 199:
 
|-
 
|-
 
|| Screen 2
 
|| Screen 2
−
Point to '''Free Accounting Foundation''' and Financial Year
+
Point to '''Welcome''' and Financial Year
 
||  
 
||  
−
The name of the organisation and the financial year period appears at the top.  
+
The name of the organization and the financial year period appears at the top.  
  
  
 
|-
 
|-
−
|| Point to the various textboxes
+
|| Point to the various text boxes
 
||  
 
||  
−
* Information pertaining to the organisation has to be filled here.
+
* Information pertaining to the organization has to be filled here.
 
* For now, I will choose not to fill any of these details, as they are optional.  
 
* For now, I will choose not to fill any of these details, as they are optional.  
  
Line 225: Line 224:
 
||  
 
||  
 
* Note, we have to wait for some time, because the database is being created.  
 
* Note, we have to wait for some time, because the database is being created.  
−
* This is a one-time process while creating a new organisation.  
+
* This is a one-time process while creating a new organization.  
  
 
|-
 
|-
Line 235: Line 234:
 
* On the next webpage, you have to choose the '''Preferences''' for your organisation.  
 
* On the next webpage, you have to choose the '''Preferences''' for your organisation.  
 
There are two checkboxes here:
 
There are two checkboxes here:
−
* '''Projectwise Accounting'''  
+
* Check '''Projectwise Accounting'''  
 
* '''Manual Account Codes'''  
 
* '''Manual Account Codes'''  
  
Line 301: Line 300:
 
||
 
||
 
At this point if you want to quit GNUKhata, you can press the '''Quit''' button.  
 
At this point if you want to quit GNUKhata, you can press the '''Quit''' button.  
 +
For now I will click on '''Quit''' button.
  
 
|-
 
|-
−
||Click on '''Create Account''' button
+
||Point to welcome screen
 
||
 
||
−
For now I will click on '''Create Account''' button to create a few accounts.
+
* Click on “Select Existing Organization” button
−
 
+
* You will notice the created organization appeared in the list.
−
 
+
−
|-
+
−
||Screen 4
+
−
||
+
−
Here, we have to add accounts for the organisation.
+
−
 
+
−
|-
+
−
||Point to '''Group Name''' and '''Sub-group Name'''
+
−
||
+
−
Every account falls under a Group and optionally a Sub-Group.
+
−
 
+
−
 
+
−
|-
+
−
|| Click on dropdown of '''Group Name'''
+
−
||
+
−
Click on the dropdown to see all the Group names provided by '''GNUKhata'''.
+
−
 
+
−
|-
+
−
||Point to '''Corpus''', '''Current Liability''', '''Loans(Liability)'''
+
−
||
+
−
* Notice the Groups '''Corpus''', '''Current Liability''', '''Loans(Liability)'''.
+
−
* These accounts will have '''Credit opening balance'''.
+
−
 
+
−
|-
+
−
||Point to '''Current Asset''', '''Fixed Assets''' and '''Loans (Asset)'''.
+
−
||
+
−
* Then, there are groups like '''Current Asset''', '''Fixed Assets''' and '''Loans (Asset)'''.
+
−
* These accounts will normally have '''Debit opening balance'''.
+
−
 
+
−
|-
+
−
||Point to  '''Direct Income''', '''Indirect Income''', '''Direct Expense''' and '''Indirect Expense'''.
+
−
||
+
−
The groups '''Direct Income''', '''Indirect Income''', '''Direct Expense''' and '''Indirect Expense''' will not have any opening balance.
+
−
 
+
−
|-
+
−
||
+
−
||
+
−
All other groups will have an '''opening balance'''.
+
−
 
+
−
|-
+
−
||Choose '''Current Asset''' from '''Group Name''' drop down.
+
−
||
+
−
* I will choose '''Current Asset''' as '''Group Name'''.
+
−
* '''Assets''' represent everything which a business owns and has a monetary value.
+
−
+
−
 
+
−
|-
+
−
||Point to '''Sub-Group Name'''
+
−
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'''.
+
−
 
+
−
 
+
−
|-
+
−
||Choose '''Bank''' from  '''Sub-Group Name''' drop down
+
−
||
+
−
* But you can create additional subgroups also. 
+
−
* We will learn that in another tutorial.
+
−
 
+
−
|-
+
−
||Point to '''Account Name''' text box.
+
−
Enter '''SBI'''
+
−
||
+
−
* In the '''Account name'''  field, 
+
−
* I will type the name of the Account as '''SBI'''.
+
−
 
+
−
 
+
−
|-
+
−
||Point to '''Account Code'''
+
−
||
+
−
* Recall, we had preferred to create account codes manually earlier.
+
−
* So here,we see a field for account code.
+
−
 
+
−
|-
+
−
||Point to '''Account Code'''
+
−
||
+
−
* '''GNUKhata''' suggests an account code, as you can see.
+
−
* We can edit the suggested code or we can leave it as it is
+
−
 
+
−
 
+
−
|-
+
−
||Point to '''Debit opening balance''' textbox
+
−
||
+
−
* 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.
+
−
 
+
−
|-
+
−
||Enter '''5000''' in '''Debit opening balance''' textbox
+
−
||
+
−
I will enter '''5000''' as '''debit opening balance'''.
+
−
 
+
−
 
+
−
 
+
−
|-
+
−
||Point to '''Total Debit  Opening Balance'''
+
−
||
+
−
The total of all '''Debit Opening Balances''' entered so far will be displayed here.
+
−
 
+
−
|-
+
−
||Point to '''Total Debit  Opening Balance'''
+
−
||
+
−
Right now it is '''0''' because we have not yet saved this account with its debit opening balance.
+
−
 
+
−
|-
+
−
||Point to '''Total Credit Opening Balance'''
+
−
||
+
−
Next, the total of all '''Credit Opening Balances''' so far entered is displayed here.
+
−
 
+
−
|-
+
−
||Point to '''Total Credit Opening Balance'''
+
−
||
+
−
Right now it is '''0''' because no account with credit opening balance has been saved.
+
−
 
+
−
|-
+
−
||Point to '''Difference in Opening Balance'''
+
−
||
+
−
The last field displays the difference between debit and credit opening balances.
+
−
 
+
−
 
+
−
|-
+
−
||Press '''Save''' button
+
−
||
+
−
After filling all the necessary data, I will press the '''Save''' button.
+
−
 
+
−
 
+
−
|-
+
−
|| Point to message '''Account SBI added successfully'''
+
−
||
+
−
A message appears at the top which tells you have successfully created the desired account.
+
−
 
+
−
|-
+
−
||Point to '''Total Debit Opening Balance'''
+
−
||
+
−
Note that the amount in the '''Total Debit Opening Balance''' has been updated.  
+
−
 
+
−
|-
+
−
||Point to '''Total Debit Opening Balance''' and  '''Total Credit Opening Balance'''.
+
−
||
+
−
'''Total Debit and Credit Opening Balance''' depend on what type of opening balance you have entered.
+
−
 
+
−
|-
+
−
|| Point to '''Total Debit Opening Balance''', '''Total Credit Opening Balance''' and '''Difference in Opening Balances'''.
+
−
||
+
−
* Note that, '''Total debit opening balance''', '''Total credit opening balance''' and '''Difference in opening balance''' are read only fields.
+
−
 
+
−
|-
+
−
||
+
−
||
+
−
They get updated after saving a new account. 
+
−
 
+
−
|-
+
−
|| Click'''Finish''' button.
+
−
||
+
−
* If you wish then you can  create more accounts.
+
−
* Else click on the '''Finish''' button.
+
−
 
+
−
|-
+
−
||Screen 4
+
−
||
+
−
Congratulations! You have now created the books for the organisation  '''Free Accounting Foundation '''.
+
−
 
+
−
|-
+
−
||Point to '''Username''' and '''password'''.
+
−
||
+
−
Next, a new screen appears which asks for the '''username''' and '''password'''.
+
−
 
+
−
|-
+
−
||Point to '''admin''' username.
+
−
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.
+
−
 
+
−
|-
+
−
|| Screen 5
+
−
||
+
−
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.
+
−
 
+
−
|-
+
−
||Click on '''Logout'''
+
−
||
+
−
To logout, you can click on the '''Logout''' option at the top right of the screen.
+
−
 
+
 
|-
 
|-
 
||Type '''sudo stopgk''' to stop '''GNUKhata'''
 
||Type '''sudo stopgk''' to stop '''GNUKhata'''
Line 515: Line 322:
 
* New organisation
 
* New organisation
 
* Set preferences
 
* Set preferences
−
* Add an account and finally log into '''GNUKhata'''.
+
 
  
 
|-
 
|-
Line 521: Line 328:
 
Assignment
 
Assignment
 
||
 
||
−
* Create new organisation in '''GNUKhata''' named '''Spoken Tutorial'''
+
* Create new organisation '''Free Accounting Foundation'''  
 
* Set Preferences
 
* Set Preferences
−
** Select '''Projectwise Accounting'''
+
** Select '''Projectwise Accounting''' and type in first textbox '''Spoken Tutorial''' and in the sanctioned amount space type '''800'''
−
** Add project name '''Accounting'''
+
** Select '''Manual Account Code'''  
−
* Add an account for '''corpus/capital''' group name
+
** Click on '''Save''' button
 +
 
  
  

Revision as of 10:17, 6 June 2013

Visual cue Narration
Display desktop Welcome to this series of spoken tutorials on GNUKhata version 1.2
Show Slide

Learning Objectives

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

  • Install GNUKhata
  • Run GNUKhata on your machines
  • Register an organization for a financial year
  • Set Preferences for the Organization


Show Slide

System Requirements

To record this tutorial, I am using

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

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 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 organizations
  • NGOs.

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

GNUKhata Official Website

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


Download GNUKhata
  • So let us now see how to install GNUKhata on Linux machines.
  • For this, you need to have the root admin access.
Go to http://www.gnukhata.org/public Let us go to the URL http://www.gnukhata.org/public
/* on the browser window*/
  • Click on installer_1.2.tar.gz
  • When download window pops up, choose Save file option and click OK
From this webpage, download installer_1.2.tar.gz on your machine by clicking on installer_1.2.tar.gz
  • When download window pops up, choose Save file option and click OK


Copy installer_1.2.tar.gz to Home folder. Copy the downloaded tar file to your Home folder from Downloads
Go to the Home folder Now go to the Home folder
Right-click on the installer then select Extract here

Installation of GNUKhata

Right-click on the installer and select Extract here.


Press Ctrl+Alt+T

Installation of GNUKhata

Open terminal by pressing Ctrl+Alt+T and type following commands.


Type sudo apt-get update and hit Enter
  • Type the command sudo apt-get update
  • Give the root password if asked
  • Press Enter
Type cd installer_1.2 and hit Enter

Now, go inside the installer folder by typing cd installer_1.2

  • Press Enter
Type sudo chmod +x ./gkinstall.sh and hit Enter
  • Once inside the installer directory, execute the following command:

sudo chmod +x ./gkinstall.sh

  • With this command, we are giving the executable permission
  • Give the root password if asked
  • Press Enter
Type sudo ./gkinstall.sh and hit Enter
  • Now, type sudo ./gkinstall.sh
  • With sudo command, we are giving root user privilege.
  • Press Enter
  • This installation takes some time.
Type sudo startgk and hit Enter

When the prompt returns without any error, type the command sudo startgk and hit Enter

Open Firefox and type in the address bar

http://localhost:8080

  • To run GNUKhata on your machine, open the Firefox browser.
  • Type http://localhost in the address bar.
  • If you cannot run GNUKhata with this url, please type http://localhost:8080 and hit Enter


GNUKhata's welcome screen

This is the Welcome screen of GNUKhata.

Point to buttons
  • Select Existing Organization
  • Create New Organization

Here you see two buttons:

  • The first one is Selecting Existing Organization
  • And the second is Create New Organization.

Click on Create New Organization button

  • Since we have just installed GNUKhata, we will have to create a new organization.
  • For this, click on Create New Organization button.
Point to the four options Organization Name, Organization Type, Financial year From date and To date

Four important options of GNUKhata appear on the screen:

  • Organization Name.
  • Organization Type.
  • Financial Year From Date and
  • To date
In Organization Name text box, type Welcome
  • Here, in the Organization Name field, let's type the name of a company.
  • For example, Welcome
Choose from the drop down of Organization Type
  • Next, under Organization Type, we have two choices NGO or a Profit Making organization.
  • Let me select NGO as my option.
Enter the financial year
  • Now we have to specify From Date and To Date for the financial year.
  • I will type 01-04-2011 for from date
  • To date appears automatically
Click on Next

Now, press the Next button.

Screen 2

Point to Welcome and Financial Year

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


Point to the various text boxes
  • Information pertaining to the organization has to be filled here.
  • For now, I will choose not to fill any of these details, as they are optional.
Point to Save button

If you choose to fill details here, then click the Save button before proceeding.

Click on Skip button

However, since we are not entering any details, let's press the Skip button.

Point to loader
  • 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.
Screen 3

Point to two checkboxes:

  • Projectwise Accounting
  • Manual Account Codes
  • On the next webpage, you have to choose the Preferences for your organisation.

There are two checkboxes here:

  • Check Projectwise Accounting
  • Manual Account Codes
Point to 1st check box (Projectwise Accounting)

If you want project wise accounting, then check the Projectwise Accounting box.


Check Projectwise Accounting checkbox >> Point to the new textboxes below.
  • Note what happens when this checkbox is checked.
  • Two new textboxes appear below


Point to the first textbox >> Type spoken tutorial
  • We have to type the name of the project in the first textbox.
  • So, let's type spoken tutorial.
Point to the second textbox >> Type 800
  • Enter the sanctioned amount for that project, in the next textbox.
  • Let's enter 800 as the sanctioned amount.
Point to Add more projects option
  • To add more than one project name, click Add More Projects option.
  • I won't do it now since it will be a repetitive task.

.

Point to Manual Account Codes check box
  • Next checkbox is for Manual Account codes.

If you check this check-box:

  • The account code will be auto-generated while creating accounts.
  • You can optionally give account codes manually while creating accounts.


Check Manual Account Codes checkbox
  • Many organisations or individuals choose to maintain the account code manually
  • So I will check this checkbox.
Press Save button
  • After stating your preference, 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.

Point to the Quit button

At this point if you want to quit GNUKhata, you can press the Quit button. For now I will click on Quit button.

Point to welcome screen
  • Click on “Select Existing Organization” button
  • You will notice the created organization appeared in the list.
Type sudo stopgk to stop GNUKhata
  • To stop GNUkhata, switch to the terminal, type sudo stopgk and press enter.
  • Give root password if asked
Show Slide

Summary

So in this tutorial we have learnt :

  • To install GNUKhata

To create:

  • New organisation
  • Set preferences


/*Slide 9*/

Assignment

  • Create new organisation Free Accounting Foundation
  • Set Preferences
    • Select Projectwise Accounting and type in first textbox Spoken Tutorial and in the sanctioned amount space type 800
    • Select Manual Account Code
    • Click on Save button



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
Show Acknowledgement Slide

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




Contributors and Content Editors

Nancyvarkey, Trupti

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