Difference between revisions of "GNUKhata/C2/Create-Account-in-GNUKhata/English"

From Script | Spoken-Tutorial
Jump to: navigation, search
(Created page with '{| border=1 || '''Visual cue''' || '''Narration''' |- ||'''Display desktop''' || Welcome to the tutorial on '''Create Organization in GNUKhata''' |- || '''Show Slide ''' '''Le…')
 
Line 5: Line 5:
 
|-
 
|-
 
||'''Display desktop'''  
 
||'''Display desktop'''  
|| Welcome to the tutorial on '''Create Organization in GNUKhata'''
+
|| Welcome to the tutorial on '''Create Account in GNUKhata'''
  
 
|-
 
|-
Line 38: Line 38:
 
To open '''GNUKhata''' interface:
 
To open '''GNUKhata''' interface:
 
* We recommend '''Mozilla Firefox''' version 3.6 or above.
 
* We recommend '''Mozilla Firefox''' version 3.6 or above.
* '''GNUKhata''' can also run smoothly on other browsers like '''Chromium''' and '''Opera'''.
+
* '''GNUKhata''' runs smoothly on browsers like '''Chromium''' and '''Opera'''.
 
+
  
 
|-
 
|-
Line 47: Line 46:
 
||
 
||
 
* To run '''GNUKhata''', you need to start the server on your machine.  
 
* To run '''GNUKhata''', you need to start the server on your machine.  
* To start the server, open the terminal through '''Ctrl+Alt+T''' from the keyboard      
+
* To start the server, open the terminal by typing'''Ctrl+Alt+T'''       
 
* Then type '''sudo startgk''' and hit '''Enter'''.
 
* Then type '''sudo startgk''' and hit '''Enter'''.
  
Line 53: Line 52:
 
|-
 
|-
 
|| Open '''Firefox''' and type in the address bar
 
|| Open '''Firefox''' and type in the address bar
'''http://localhost'''  
+
'''http://localhost:8080'''  
 
||
 
||
 
* To run GNUKhata on your machine, open the '''Firefox''' browser
 
* To run GNUKhata on your machine, open the '''Firefox''' browser
* Type '''http://localhost''' in the address bar.
+
* Type '''http://localhost:8080''' in the address bar.  
 
+
|-
+
|| Type in the address bar
+
'''http://localhost:8080'''
+
||
+
If you cannot run '''GNUKhata''' with this url, type
+
'''http://localhost:8080''' in the address bar.
+
 
+
 
+
  
 
|-
 
|-
Line 74: Line 64:
 
|-
 
|-
 
|| Point to buttons  
 
|| Point to buttons  
* Select Existing Organisation
+
* Select Existing Organization
* Create New Organisation
+
* Create New Organization
 
+
 
||  
 
||  
 
* In this tutorial we will again create a new organization.
 
* In this tutorial we will again create a new organization.
* For this, click on '''Create New Organisation''' button.
+
* For this, click on '''Create New Organization''' button.
  
  
Line 108: Line 97:
  
  
-
+
|-
 
|| Screen 2
 
|| Screen 2
 
Point to ''''State''' and press '''Save''' button
 
Point to ''''State''' and press '''Save''' button
 
||  
 
||  
 
* In this page, we will just select '''Maharashtra''' for '''State''' and press '''Save''' button.  
 
* In this page, we will just select '''Maharashtra''' for '''State''' and press '''Save''' 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.
  
 
|-
 
|-
Line 129: Line 124:
 
|| Press '''Save''' button
 
|| Press '''Save''' button
 
||  
 
||  
* After stating your '''preference''', press '''Save''' button.
+
* After stating your preferences, press '''Save''' button.
 
* A message will be displayed at the top - '''Your preferences have been saved'''.  
 
* A message will be displayed at the top - '''Your preferences have been saved'''.  
  
Line 141: Line 136:
 
||Click on '''Create Account''' button  
 
||Click on '''Create Account''' button  
 
||
 
||
For now I will click on '''Create Account''' button to create a few accounts.  
+
I will click on '''Create Account''' button to create a few accounts.  
  
  
Line 209: Line 204:
 
Enter '''SBI'''
 
Enter '''SBI'''
 
||
 
||
* In the '''Account name'''  field,
+
* In the '''Account name'''  field, I will type the name of the Account as '''SBI'''.  
* I will type the name of the Account as '''SBI'''.  
+
  
  
Line 285: Line 279:
 
||Point to '''Total Debit Opening Balance''' and  '''Total Credit Opening Balance'''.
 
||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.  
+
'''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'''.  
 
|| 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.
+
* Note that, '''Total debit opening balance''', '''Total credit opening balance''' and '''Difference in opening balance''' are read-only fields.
  
 
|-
 
|-
Line 306: Line 300:
 
||Screen 4
 
||Screen 4
 
||  
 
||  
Congratulations! You have now created the books for the organisation '''Free Accounting Foundation '''.
+
Congratulations! You have now created the books for the organization '''Free Accounting Foundation '''.
  
 
|-
 
|-
Line 342: Line 336:
 
So in this tutorial we have learnt :
 
So in this tutorial we have learnt :
 
To create:  
 
To create:  
* New organisation
+
* New organization
 
* Set preferences
 
* Set preferences
 
* Add an account and finally log into '''GNUKhata'''.  
 
* Add an account and finally log into '''GNUKhata'''.  
Line 349: Line 343:
 
||/*Slide 9*/
 
||/*Slide 9*/
 
Assignment
 
Assignment
 
+
||
 
Create:  
 
Create:  
 
* Account '''Machinery''' which has group name '''Fixed Assets''' and sub-group '''Plant & Machinery'''.
 
* Account '''Machinery''' which has group name '''Fixed Assets''' and sub-group '''Plant & Machinery'''.

Revision as of 12:13, 27 June 2013

Visual cue Narration
Display desktop Welcome to the tutorial on Create Account in GNUKhata
Show Slide

Learning Objectives

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

  • Create Organization in GNUKhata
  • Create Accounts in GNUKhata
  • Login into GNUKhata
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 runs smoothly on browsers like Chromium and Opera.
Open Terminal

Execute on terminal sudo startgk

  • To run GNUKhata, you need to start the server on your machine.
  • To start the server, open the terminal by typingCtrl+Alt+T
  • Then type 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:8080 in the address bar.
GNUKhata's welcome screen

This is the Welcome screen of GNUKhata.

Point to buttons
  • Select Existing Organization
  • Create New Organization
  • In this tutorial we will again create a new organization.
  • For this, click on Create New Organization button.


In Organization Name textbox, type Free Accounting Foundation and Organization Type NGO
  • Here, in the Organization Name field, let's type the name of a company.
  • For example, Free Accounting Foundation.
  • Let me select NGO as my option for Organization Type.


Enter 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 Free Accounting Foundation and Financial Year

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


Screen 2

Point to 'State and press Save button

  • In this page, we will just select Maharashtra for State and press Save 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 organization.

There are two checkboxes here:

  • Check Projectwise Accounting and let's type spoken tutorial in first textbox and 800 for sanctioned amount textbox.
  • Check Manual Account Codes checkbox too


Press Save button
  • After stating your preferences, 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.


Click on Create Account button

I will click on Create Account button to create a few accounts.


Screen 4

Here, we have to add accounts for the organization.

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.

ClickFinish 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 organization 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.

Show Slide

Summary

So in this tutorial we have learnt : To create:

  • New organization
  • Set preferences
  • Add an account and finally log into GNUKhata.
/*Slide 9*/

Assignment

Create:

  • Account Machinery which has group name Fixed Assets and sub-group Plant & Machinery.
  • Account New Machinery Company will be under group Current Liability and sub-group Sundry Creditors for Purchase.
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