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

(Suche: Suchmaschinen, Kataloge, Sonstiges)

Learning Objectives

In this tutorial, you will be able to:

• Create New organization
• Set preferences
• Add an account
• Login into GNUKhata

System Requirements

In this tutorial, I am using

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

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.

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 pressing Ctrl+Alt+T
• Then type sudo startgk and press Enter.
• Give root password if asked

http://localhost:8080

• To run GNUKhata on your machine, open the Firefox browser
• And type in the address bar http://localhost:8080
• And press Enter

This is the Welcome screen of GNUKhata.

• Select Existing Organization
• Create New Organization

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

• Here, in the Organization Name field, let's type Free Accounting Foundation
• I will choose NGO as my option for Organization Type.

• Here in From date I will type
  • 01 press Enter
  • 04 press Enter
  • 2011 press Enter
• To date appears automatically

Now, press Next button.

Point to State and press Save button

Here in the next page,

• I will select Maharashtra from State dropdown
• And press Save button.

Point to two checkboxes:

• Projectwise Accounting
• Manual Account Codes

In the next page,

• I will check Projectwise Accounting checkbox
• Type in first textbox spoken tutorial as projectname
• 800 as it's sanctioned amount
• I will check Manual Account Codes checkbox too
• The steps till now were like a revision to the tutorial Welcome To GNUKhata.

• After stating your preferences, press Save button.
• A message appears saying - Your preferences have been saved.

After adding the preferences, we can create new accounts.

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

Here, we have to add accounts for the organization.

Every account falls under a Group and optionally a Sub-Group.

Click on the dropdown of Group Name to see all the group names provided by GNUKhata.

• The Groups Corpus, Current Liability, Loans(Liability).
• These accounts will have Credit opening balance.

Then, there are groups like

• Current Asset
• Fixed Assets
• Loans (Asset).

These accounts will normally have Debit opening balance.

The groups

• Direct Income
• Direct Expense
• Indirect Income
• Indirect Expense

Will not have any opening balance.

All other groups will have an opening balance.

• I will choose Current Asset as Group Name.
• Assets represent everything which a business owns and has a monetary value

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 subgroup names provided by GNUKhata.
• You can add any Sub-Group Name as you wish.
• For now, I shall choose Bank as a Sub-Group Name.

• But you can create additional subgroups also.
• We will learn that in another tutorial.

Enter SBI

• In the Account name field, type SBI as account name.

• Recall, we had preferred to create account codes manually earlier.
• So here,we see a field for account code.

• GNUKhata suggests an account code, as you can see.
• We can edit the suggested code.
• Or we can even leave it as it is

• 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.

I will enter 5000 as Debit opening balance.

The total of all Debit Opening Balances entered so far will be displayed here.

• Right now it is 0.00

because we have not yet saved this account with its debit opening balance.

Next, the total of all Credit Opening Balances entered so far will be displayed here.

• Right now it is 0.00

because no account with credit opening balance have been saved.

The last field displays the difference between debit and credit opening balances.

After filling all the necessary data, I will press the Save button.

• A message appears at the top saying the desired account has been saved.

Note,that the amount in the Total Debit Opening Balance has been updated.

• Total Debit Opening Balance
• And Total Credit Opening Balance

depend on what type of opening balance you have entered.

Note that,

• Total debit opening balance
• Total credit opening balance
• And Difference in opening balances

are read-only fields.

They get updated after saving a new account.

• If you wish you can create more accounts.
• Else you can now click on the Finish button.

Congratulations! You have now created the books for the organization Free Accounting Foundation .

• Next, a new screen appears
• Which asks for the username and password.

Click on Login button

• The default username and the password as you can see is admin.
• You can change it later if you want.
• For now lets click on the Login button.

Note, a new page appears with :

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

Notice the menu bar with some options.

To logout, you can click on the Logout option at the top right of the screen.

Summary

In this tutorial we have learnt to :

• Create New organization
• Set preferences
• Add an account
• Finally login into GNUKhata

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.

• Watch the video available at: http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
• It summarizes the Spoken Tutorial project
• If you do not have good bandwidth, you can download and watch it

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

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

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