FrontAccounting/C2/Setup-in-FA/English-timed

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