Difference between revisions of "FrontAccounting/C2/Setup-in-FA/English-timed"

From Script | Spoken-Tutorial
Jump to: navigation, search
 
Line 14: Line 14:
 
|-
 
|-
 
| 00:09
 
| 00:09
−
| '''FrontAccounting''' interface  
+
| '''FrontAccounting''' interface,
  
 
|-
 
|-
 
| 00:12
 
| 00:12
−
| Various modules in the '''Setup''' tab  
+
| various '''module'''s in the '''Setup''' tab.
  
 
|-
 
|-
Line 26: Line 26:
 
|-
 
|-
 
| 00:17
 
| 00:17
−
| Create our own Organization or Company
+
| create our own '''organization''' or '''company''',
  
 
|-
 
|-
 
| 00:21
 
| 00:21
−
| Setup user '''accounts'''  
+
| setup '''user account'''s,
  
 
|-
 
|-
 
| 00:24
 
| 00:24
−
| Setup access permissions  
+
| setup '''access permissions''',
  
 
|-
 
|-
 
| 00:27
 
| 00:27
−
| and Setup display  
+
| and setup display.
  
 
|-
 
|-
 
| 00:30
 
| 00:30
−
| To record this tutorial I am using,
+
| To record this tutorial, I am using
 
   
 
   
 
|-
 
|-
Line 54: Line 54:
 
|-
 
|-
 
| 00:43
 
| 00:43
−
| To follow this tutorial you should have  
+
| To follow this tutorial, you should have  
  
 
|-
 
|-
 
| 00:45
 
| 00:45
−
| Knowledge of higher secondary commerce and Knowledge of Accounting.  
+
| knowledge of higher secondary commerce and knowledge of '''Accounting'''.  
  
 
|-
 
|-
Line 66: Line 66:
 
|-
 
|-
 
| 00:55
 
| 00:55
−
| Click on the browser, type '''localhost slash account''' and press '''Enter.'''  
+
| Click on the browser, type: '''localhost slash account''' and press '''Enter.'''  
  
 
|-
 
|-
Line 74: Line 74:
 
|-
 
|-
 
| 01:06
 
| 01:06
−
| Recall during installation, we had created '''admin''' user.  
+
| Recall, during installation, we had created '''admin''' user.  
  
 
|-
 
|-
 
| 01:12
 
| 01:12
−
| So, here type username as '''admin'''and password as '''spoken.'''  
+
| So here, type username as '''admin'''and password as '''spoken.'''  
  
 
|-
 
|-
Line 109: Line 109:
 
|-
 
|-
 
| 01:50
 
| 01:50
−
| Let us start with the '''Setup tab''' in '''FrontAccounting'''.  
+
| Let us start with the '''Setup''' tab in '''FrontAccounting'''.  
  
 
|-
 
|-
 
| 01:54
 
| 01:54
−
| The '''setup tab''' is used for '''Company Setting.'''  
+
| The '''setup''' tab is used for '''Company Setting''',
  
 
|-
 
|-
Line 125: Line 125:
 
|-
 
|-
 
| 02:08
 
| 02:08
−
| We can see the default icons which have to be filled, to '''Setup''' a company. They are :  
+
| We can see the default icons which have to be filled to '''Setup''' a '''company'''. They are :  
  
 
|-
 
|-
Line 137: Line 137:
 
|-
 
|-
 
| 02:24
 
| 02:24
−
| Let us create a New Organisation or Company by '''clicking''' on the '''Company Setup icon.'''  
+
| Let us create a new organisation or '''Company''' by clicking on the '''Company Setup''' icon.
  
 
|-
 
|-
Line 161: Line 161:
 
|-
 
|-
 
| 02:54
 
| 02:54
−
| Since my company is in India, I will setup the home currency to Rupees.
+
| Since my '''company''' is in India, I will setup the '''Home Currency''' to Rupees.
  
 
|-
 
|-
Line 169: Line 169:
 
|-
 
|-
 
| 03:05   
 
| 03:05   
−
| In the '''Home currency''' field, click on the dropdown menu.  
+
| In the '''Home currency''' field, click on the drop-down menu.  
  
 
|-
 
|-
Line 193: Line 193:
 
|-
 
|-
 
| 03:30   
 
| 03:30   
−
| A new window appears.
+
| A new '''window''' appears.
  
 
|-
 
|-
Line 205: Line 205:
 
|-
 
|-
 
| 03:46   
 
| 03:46   
−
| In the '''Hundredths Name''' field, enter '''Hundred''' and in the '''Country''' field enter '''India'''.
+
| In the '''Hundredths Name''' field, enter '''Hundred''' and in the '''Country''' field, enter '''India'''.
  
 
|-
 
|-
Line 217: Line 217:
 
|-
 
|-
 
| 04:02
 
| 04:02
−
| Let us go back to the company setup page.
+
| Let us go back to the '''Company Setup''' page.
  
 
|-
 
|-
 
| 04:05
 
| 04:05
−
| For this click on '''Setup''' in the top menu and then on '''Company setup''' icon.
+
| For this, click on '''Setup''' in the top menu and then on '''Company setup''' icon.
  
 
|-
 
|-
Line 237: Line 237:
 
|-
 
|-
 
| 04:28  
 
| 04:28  
−
| Click on the '''Home Currency''' Drop down box.  
+
| Click on the '''Home Currency''' drop-down box.  
  
 
|-
 
|-
Line 249: Line 249:
 
|-
 
|-
 
| 04:36
 
| 04:36
−
| Now I’ll do the setup of '''fiscal''' '''year'''.  
+
| Now, I will do the setup of '''fiscal year'''.  
  
 
|-
 
|-
 
| 04:40
 
| 04:40
−
| When you create a new '''Company''', you should check that the '''Fiscal Year''' is set up correctly  
+
| When you create a new '''Company''', you should check that the '''Fiscal Year''' is set up correctly.
  
 
|-
 
|-
Line 261: Line 261:
 
|-
 
|-
 
| 04:53
 
| 04:53
−
| This is not suitable for Companies and Organisation in India.  
+
| This is not suitable for companies and organisation in India.  
  
 
|-
 
|-
 
| 04:58
 
| 04:58
−
| So here, we can create our own '''financial year,''' which is from '''April to March'''.  
+
| So here, we can create our own '''financial year''' which is from '''April to March'''.  
  
 
|-
 
|-
 
| 05:05
 
| 05:05
−
| Click on '''Update''' button to save the entries.  
+
| Click on '''Update''' button to '''save''' the entries.  
  
 
|-
 
|-
Line 285: Line 285:
 
|-
 
|-
 
| 05:21
 
| 05:21
−
| You can see that, the '''Fiscal year''' begins from '''01 January 2015''' to '''31 December 2015.'''  
+
| You can see that the '''Fiscal year''' begins from '''01 January 2015''' to '''31 December 2015.'''  
  
 
|-
 
|-
Line 293: Line 293:
 
|-
 
|-
 
| 05:38
 
| 05:38
−
| This is because we have to fill the gap between  
+
| This is because, we have to fill the gap between  
  
 
|-
 
|-
 
| 05:42
 
| 05:42
−
| the '''Fiscal year''' ie.1st January 2015 to 31st December 2015  
+
| the '''Fiscal year''' i.e. 1st January 2015 to 31st December 2015  
  
 
|-
 
|-
 
| 05:50
 
| 05:50
−
| and the '''Financial year''' which is from 1st April 2016 to 31st March 2017  
+
| and the '''Financial year''' which is from 1st April 2016 to 31st March 2017.
  
 
|-
 
|-
Line 313: Line 313:
 
|-
 
|-
 
| 06:12
 
| 06:12
−
| Here, you can see the '''dummy''' '''period''' is created,
+
| Here, you can see the '''dummy period''' is created.
  
 
|-
 
|-
 
| 06:16
 
| 06:16
−
| A message appears and it says -  
+
| A message appears and it says -“New Fiscal year has been added”.  
−
“New Fiscal year has been added”.  
+
  
 
|-
 
|-
 
| 06:22
 
| 06:22
−
| Then, I will type the next '''financial year,''' from '''1 April 2016 to 31 March 2017.'''  
+
| Then, I will type the next '''financial year,''' from '''1 April 2016''' to '''31 March 2017'''.
  
 
|-
 
|-
Line 334: Line 333:
 
|-
 
|-
 
| 06:39
 
| 06:39
−
| Once again, the same message appears -  
+
| Once again, the same message appears -“New Fiscal year has been added”.  
−
“New Fiscal year has been added”.  
+
  
 
|-
 
|-
Line 347: Line 345:
 
|-
 
|-
 
| 06:52  
 
| 06:52  
−
| Then click on the '''Company Setup icon.'''  
+
| Then click on the '''Company Setup''' icon.
  
 
|-
 
|-
 
| 06:55
 
| 06:55
−
| Under '''Fiscal year''' field, click on the dropdown menu  
+
| Under '''Fiscal year''' field, click on the drop-down menu.
  
 
|-
 
|-
 
| 06:59
 
| 06:59
−
| select the '''current Financial Year.'''  
+
| Select the '''current Financial Year.'''  
  
 
|-
 
|-
Line 363: Line 361:
 
|-
 
|-
 
| 07:05
 
| 07:05
−
| A message appears and says -  
+
| A message appears and says - “Company Setup has been updated”.  
−
“Company Setup has been updated”.  
+
  
 
|-
 
|-
Line 385: Line 382:
 
|-
 
|-
 
| 07:27
 
| 07:27
−
| We can see the Fiscal year from 1st January 2015 to 31st December 2015.
+
| We can see the '''Fiscal year''' from '''1st January 2015''' to '''31st December 2015'''.
  
 
|-
 
|-
 
| 07:35
 
| 07:35
−
| Click on '''Edit icon''', then select '''Yes''' from the '''Is Closed ''' drop down menu.  
+
| Click on '''Edit icon''', then select '''Yes''' from the '''Is Closed ''' drop-down menu.  
  
 
|-
 
|-
Line 397: Line 394:
 
|-
 
|-
 
| 07:46
 
| 07:46
−
| A message appears -  
+
| A message appears - “Selected fiscal year has been updated”.
−
“Selected fiscal year has been updated”  
+
  
 
|-
 
|-
 
| 07:51
 
| 07:51
−
| Now, I will click on the '''cross'''('''X) sign''' for deleting the year.  
+
| Now, I will click on the '''cross''' sign (X) for deleting the year.  
  
 
|-
 
|-
Line 410: Line 406:
 
|-
 
|-
 
| 08:02
 
| 08:02
−
| A message appears as
+
| A message appears as “Selected fiscal year has been deleted”.  
−
“Selected fiscal year has been deleted”.  
+
  
 
|-
 
|-
 
| 08:07
 
| 08:07
−
| Likewise, I will remove the '''dummy period''' also.  
+
| Likewise, I will remove the dummy period also.  
  
 
|-
 
|-
 
| 08:18
 
| 08:18
−
| Now, you can see the current '''Financial Year''' has remained.  
+
| Now you can see, the current '''Financial Year''' has remained.  
  
 
|-
 
|-
 
| 08:23
 
| 08:23
−
| Here, you will see the updated '''Financial Year''' in '''pink colour'''.  
+
| Here, you will see the updated '''Financial Year''' in pink colour.  
  
 
|-
 
|-
Line 431: Line 426:
 
|-
 
|-
 
| 08:32
 
| 08:32
−
| Again click on the '''Setup icon.'''  
+
| Again click on the '''Setup''' icon.
  
 
|-
 
|-
Line 439: Line 434:
 
|-
 
|-
 
| 08:38
 
| 08:38
−
| We can see the '''admin''' user login information such as  
+
| We can see the '''admin''' user login information such as-
  
 
|-
 
|-
 
| 08:41
 
| 08:41
−
| '''Full Name '''
+
| '''Full Name , Email, Access Level etc.'''  
−
'''Email'''
+
−
'''Access Level etc.'''  
+
  
 
|-
 
|-
 
| 08:46
 
| 08:46
−
| Recall these information are entered during the installation.  
+
| Recall, these information are entered during the installation.  
  
 
|-
 
|-
Line 481: Line 474:
 
|-
 
|-
 
| 09:22
 
| 09:22
−
| In '''Access Level field''', click on the drop down '''menu''' and select '''Sub Admin.'''  
+
| In '''Access Level field''', click on the drop-down menu and select '''Sub Admin.'''  
  
 
|-
 
|-
 
| 09:28
 
| 09:28
−
| In the '''Language ''' field, by default, the drop down menu '''option''' is '''English.'''  
+
| In the '''Language ''' field, by default, the drop down menu option is '''English.'''  
  
 
|-
 
|-
Line 505: Line 498:
 
|-
 
|-
 
| 09:48
 
| 09:48
−
| Next, by default the checkbox is checked for '''Popup window for the reports''' option.  
+
| Next, by default, the checkbox is checked for '''Popup window for the reports''' option.  
  
 
|-
 
|-
Line 521: Line 514:
 
|-
 
|-
 
| 10:08
 
| 10:08
−
| Again, click on the '''Setup icon.'''  
+
| Again, click on the '''Setup''' icon.
  
 
|-
 
|-
Line 541: Line 534:
 
|-
 
|-
 
| 10:28
 
| 10:28
−
| We can see the permissions available for the '''sub admin.'''
+
| We can see the '''permissions''' available for the '''sub admin.'''
  
 
|-
 
|-
 
| 10:33
 
| 10:33
−
| You can also '''check or uncheck ''' the boxes as required for the '''Sub admin''' to use.  
+
| You can also check or uncheck the boxes as required for the '''Sub admin''' to use.  
  
 
|-
 
|-
Line 553: Line 546:
 
|-
 
|-
 
| 10:42
 
| 10:42
−
| A message appears as
+
| A message appears as “'''Security role has been updated'''”.  
−
“'''Security role has been updated'''”.  
+
  
 
|-
 
|-
 
| 10:47
 
| 10:47
−
| Again, click on the '''Setup icon ''' to see the next tab.
+
| Again, click on the '''Setup''' icon to see the next tab.
  
 
|-
 
|-
 
| 10:52  
 
| 10:52  
−
| '''Display Setup''' is used to change the  
+
| '''Display Setup''' is used to change the '''Decimal places, '''
−
'''Decimal places, '''
+
'''Date format and Separators''' and other parameters.  
−
'''Date format and '''
+
−
'''Separators and other parameters.'''
+
  
 
|-
 
|-
 
| 11:01
 
| 11:01
−
| We can see the number of decimal places for  
+
| We can see the number of decimal places for '''Prices/amounts''', '''Quantities'''  
−
'''Prices/amounts'''  
+
'''Exchange rate''' and '''Percentages'''.
−
'''Quantities'''  
+
−
'''Exchange rate''' and  
+
−
'''Percentages'''  
+
  
 
|-
 
|-
 
| 11:10
 
| 11:10
−
| We can change the '''date format''' and '''date separators''' by selecting the dropdown menu.  
+
| We can change the '''date format''' and '''date separators''' by selecting the drop-down menu.  
  
 
|-
 
|-
 
| 11:16
 
| 11:16
−
| We can see various '''Miscellaneous Settings''' also.  
+
| We can see various '''Miscellaneous''' settings also.  
  
 
|-
 
|-
 
| 11:20
 
| 11:20
−
| Click on '''Update button ''' to save the changes.  
+
| Click on '''Update''' button  to '''save''' the changes.  
  
 
|-
 
|-
 
| 11:24
 
| 11:24
−
| We can see a message “Display settings have been updated”.  
+
| We can see a message- “Display settings have been updated”.  
  
 
|-
 
|-
Line 601: Line 588:
 
|-
 
|-
 
| 11:34
 
| 11:34
−
| In this tutorial, we learnt about  
+
| In this tutorial, we learnt about:
  
 
|-
 
|-
 
| 11:37
 
| 11:37
−
| '''FrontAccounting''' interface  
+
| '''FrontAccounting''' interface,
  
 
|-
 
|-
 
| 11:39
 
| 11:39
−
| Various modules in the '''Setup''' tab <br/>  
+
| various modules in the '''Setup''' tab. <br/>  
  
 
|-
 
|-
 
| 11:43
 
| 11:43
 
| Also, we have learnt how to:  
 
| Also, we have learnt how to:  
−
Create our own Organisation or Company
+
create our own organisation or '''Company''',
  
 
|-
 
|-
 
| 11:49
 
| 11:49
−
| Setup user accounts  
+
| setup user accounts,
  
 
|-
 
|-
 
| 11:51
 
| 11:51
−
| Setup access permissions  
+
| setup access permissions,
  
 
|-
 
|-
 
| 11:54
 
| 11:54
−
| Setup display
+
| setup display.
  
 
|-
 
|-
Line 634: Line 621:
 
|-
 
|-
 
| 11:57
 
| 11:57
−
| Open the '''FrontAccounting''' interface  
+
| open the '''FrontAccounting''' interface.
  
 
|-
 
|-
 
| 12:00
 
| 12:00
−
| Add a new user using  
+
| Add a new '''user''' using '''user account setup'''.
−
'''user account setup'''
+
  
 
|-
 
|-
 
| 12:04
 
| 12:04
−
| Give '''Access Level''' as an '''Accountant'''  
+
| Give '''Access Level''' as an '''Accountant'''.
  
 
|-
 
|-
 
| 12:08
 
| 12:08
−
| This video summarises the Spoken Tutorial project.
+
| This video summarises the '''Spoken Tutorial''' project.
  
 
|-
 
|-
Line 656: Line 642:
 
| 12:17
 
| 12:17
 
| The Spoken Tutorial Project Team:  
 
| The Spoken Tutorial Project Team:  
−
Conducts workshops using spoken tutorials  
+
Conducts workshops using spoken tutorials,
  
 
|-
 
|-
 
| 12:22
 
| 12:22
−
| Gives certificates to those who pass an on-line test.  
+
| gives certificates to those who pass an on-line test.  
  
 
|-
 
|-
Line 668: Line 654:
 
|-
 
|-
 
| 12:31
 
| 12:31
−
| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.  
+
| The Spoken Tutorial Project is funded by '''NMEICT, MHRD''', Government of India.  
  
 
|-
 
|-
 
| 12:38
 
| 12:38
−
| The script and video has been contributed by '''Sheetal Prabhu'''. This is NirmalaVenkat signing off. Thank you for joining.  
+
| The script and video has been contributed by '''Sheetal Prabhu'''. This is Nirmala Venkat, signing off. Thank you for joining.  
  
 
|}
 
|}

Latest revision as of 18:15, 14 June 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 drop-down 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 will 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 i.e. 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 drop-down 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 sign (X) 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 drop-down 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 Nirmala Venkat, signing off. Thank you for joining.

Contributors and Content Editors

Ranjana, Sandhya.np14

Retrieved from "https://script.spoken-tutorial.org/index.php?title=FrontAccounting/C2/Setup-in-FA/English-timed&oldid=43462"