Difference between revisions of "GNUKhata/C2/Create-Account-in-GNUKhata/English"
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'''Learning Objectives''' | '''Learning Objectives''' | ||
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− | + | In this tutorial, you will be able to: | |
* Create New organization | * Create New organization | ||
* Set preferences | * Set preferences | ||
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* To run GNUKhata on your machine, open the '''Firefox''' browser | * To run GNUKhata on your machine, open the '''Firefox''' browser | ||
− | * Type '''http://localhost:8080''' | + | * Type in the address bar '''http://localhost:8080''' |
+ | * Press enter | ||
|- | |- | ||
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Point to '''State''' and press '''Save''' button | Point to '''State''' and press '''Save''' button | ||
|| | || | ||
− | * In this page, we will select '''Maharashtra''' for '''State''' | + | * In this page, we will select '''Maharashtra''' for '''State''' |
− | * | + | * Click on '''Save''' button. |
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On the next webpage, | On the next webpage, | ||
− | * Check '''Projectwise Accounting''' | + | * Check '''Projectwise Accounting''' |
+ | * Type in first textbox '''spoken tutorial''' and for sanctioned amount type '''800''' | ||
* Check '''Manual Account Codes''' checkbox too | * Check '''Manual Account Codes''' checkbox too | ||
− | * The steps till now were like a revision to the | + | * The steps till now were like a revision to the tutorial '''Welcome To GNUKhata'''. |
|- | |- | ||
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* After stating your preferences, press '''Save''' button. | * After stating your preferences, press '''Save''' button. | ||
− | * A message | + | * A message appears at the top - '''Your preferences have been saved'''. |
|- | |- | ||
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||Click on '''Create Account''' button | ||Click on '''Create Account''' button | ||
|| | || | ||
− | I will click on '''Create Account''' button to create a few accounts. | + | For now I will click on '''Create Account''' button to create a few accounts. |
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* '''Indirect Expense''' | * '''Indirect Expense''' | ||
* '''Indirect Income''' | * '''Indirect Income''' | ||
− | will not have any opening balance. | + | These accounts will not have any opening balance. |
|- | |- | ||
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* I will choose '''Current Asset''' as '''Group Name'''. | * I will choose '''Current Asset''' as '''Group Name'''. | ||
− | * '''Assets''' represent everything which | + | * '''Assets''' represent everything which has a monetary value and which a business owns |
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* These are the subgroups provided by '''GNUKhata'''. | * These are the subgroups provided by '''GNUKhata'''. | ||
* You can add any '''Sub-Group Name''' as you wish. | * You can add any '''Sub-Group Name''' as you wish. | ||
− | * For now, I | + | * For now, I will choose '''Bank''' as a '''Sub-Group Name'''. |
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* Right now it is '''0.00''' | * Right now it is '''0.00''' | ||
− | + | because we have not yet saved this account with its debit opening balance. | |
|- | |- | ||
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|| | || | ||
* Right now it is '''0.00''' | * Right now it is '''0.00''' | ||
− | + | because no account with credit opening balance has been saved. | |
|- | |- | ||
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|| | || | ||
* A message appears at the top | * A message appears at the top | ||
− | * | + | * You have successfully entered the desired account. |
|- | |- | ||
||Point to '''Total Debit Opening Balance''' | ||Point to '''Total Debit Opening Balance''' | ||
|| | || | ||
− | + | Notice, the amount in the '''Total Debit Opening Balance''' has been updated. | |
|- | |- | ||
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* '''Total debit opening balance''' | * '''Total debit opening balance''' | ||
* '''Total credit opening balance''' | * '''Total credit opening balance''' | ||
− | * '''Difference in opening | + | * '''Difference in opening balances''' |
are read-only fields. | are read-only fields. | ||
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|| Click'''Finish''' button. | || Click'''Finish''' button. | ||
|| | || | ||
− | * If you wish | + | * If you wish you can create more accounts. |
* Else click on the '''Finish''' button. | * Else click on the '''Finish''' button. | ||
* I will click on '''Finish''' button | * I will click on '''Finish''' button | ||
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* The default username and the password is '''admin'''. | * The default username and the password is '''admin'''. | ||
* You can change it later if you want. | * You can change it later if you want. | ||
− | * | + | * Now lets click on the '''Login''' button. |
|- | |- | ||
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Create: | Create: | ||
− | * Account '''Machinery''' which has group name '''Fixed Assets''' and sub-group '''Plant | + | * 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'''. | * Account '''New Machinery Company''' will be under group '''Current Liability''' and sub-group '''Sundry Creditors for Purchase'''. | ||
Revision as of 22:42, 5 August 2013
Title of script: Create Account in GNUKhata
Author: Trupti Kini
Keywords: video tutorial
Visual cue | Narration |
Display desktop | Welcome to the tutorial on Create Account in GNUKhata |
Show Slide
Learning Objectives |
In this tutorial, you will be able to:
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Show Slide
System Requirements |
To record this tutorial, I am using
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Show Slide
System Requirements |
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To open GNUKhata interface:
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Open Terminal
Execute on terminal sudo startgk |
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Open Firefox and type in the address bar |
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GNUKhata's welcome screen |
This is the Welcome screen of GNUKhata. |
Point to buttons
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In Organization Name textbox, type Free Accounting Foundation and Organization Type NGO |
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Enter the financial year |
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Click on Next |
Now, press the Next button. |
Screen 2
Point to State and press Save button |
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Screen 3
Point to two checkboxes:
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On the next webpage,
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Press Save button |
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After adding the preferences, we can create new accounts.
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Click on Create Account button |
For now I will click on Create Account button to create a few accounts.
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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.
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Click on dropdown of Group Name |
Click on Group Name dropdown to see all the group names provided by GNUKhata. |
Point to Corpus, Current Liability, Loans(Liability) |
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Point to Current Asset, Fixed Assets and Loans (Asset). |
Then, there are groups like
These accounts will normally have Debit opening balance. |
Point to Direct Income, Indirect Income, Direct Expense and Indirect Expense. |
The groups
These accounts will not have any opening balance. |
All other groups will have an opening balance. | |
Choose Current Asset from Group Name drop down. |
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Point to Sub-Group Name
Click on the dropdown of Sub-Group Name |
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Choose Bank from Sub-Group Name drop down |
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Point to Account Name text box.
Enter SBI |
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Point to Account Code |
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Point to Account Code |
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Point to Debit opening balance textbox |
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Enter 5000 in Debit opening balance textbox |
I will enter 5000 as Debit opening balance.
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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 |
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 |
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.
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Press Save button |
After filling all the necessary data, I will press the Save button.
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Point to message Account SBI added successfully |
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Point to Total Debit Opening Balance |
Notice, the amount in the Total Debit Opening Balance has been updated. |
Point to Total Debit Opening Balance and Total 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,
are read-only fields. |
They get updated after saving a new account. | |
ClickFinish button. |
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Screen 4 |
Congratulations! You have now created the books for the organization Free Accounting Foundation . |
Point to Username and password. |
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Point to admin username.
Click on Login button |
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Screen 5 |
Note, a new page appears with the name of the organization and the financial year period at the top. |
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 :
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/*Slide 9*/
Assignment |
Create:
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Spoken Tutorial Workshops |
The Spoken Tutorial Project Team
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Show Acknowledgement Slide
Acknowledgement |
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Thanks for joining |
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