FrontAccounting/C2/Setup-in-FA/English

Title of the Script : Setup in FrontAccounting

Author: Sheetal Prabhu

Keywords: Setup, Company Setup, User access, fiscal year, Display Setup

Visual Cue	Narration
Slide 1 Title Slide	Hello everyone Welcome to this tutorial on Set Up FrontAccounting.
Slide 2 Learning Objectives	In this tutorial, we will learn: FrontAccounting interface Various modules in the Setup tab Also, we will learn how to: Create our own Organization/ Company Setup user accounts Setup access permissions and Setup display
Slide 3 System Requirements Ubuntu Linux OS Version 14.10 FrontAccounting Version 2.3.24	To record this tutorial, I am using Ubuntu Linux OS version 14.04 FrontAccounting version 2.3.24
Slide 4 Pre -requisites	To follow this tutorial you should have Knowledge of higher secondary commerce and Knowledge of Accounting.
Narration	Let us start by opening the FrontAccounting interface.
Click on browser >>localhost/account >> Press Enter	Click on the browser, type localhost/account and press Enter.
Enter Username and Password >> Click on login	The login page appears. Recall that during installation, we had created admin user. So, here type username as admin and password as spoken. Then click on Login button.
Point to>> FrontAccounting >> window	The FrontAccounting window opens.
Point to options of Front Accounting Interface	Standard modules have been provided in FrontAccounting.
Point to the options as per the narration	The various modules are: Sales Purchases Items and Inventory Manufacturing Dimensions Banking and General Ledger and Setup We will learn about all these modules in the upcoming tutorial.
Narration	Let us start with the setup tab in FrontAccounting.
Point to Setup Icon>> click on it	The setup tab is used for Company Setting. Parameters, default values and preferences are entered in this option.
Click>> Setup tab>>	Click on the Setup tab
Point to Setup tab Company Setup User Accounts setup Access setup Display Setup Fiscal Year	We can see the default icons which have to be filled, to Setup a company as: Company Setup User Accounts setup Access setup Display Setup Fiscal Years
Click >> Company Setup icon	Let us create a New Organisation/Company by clicking on the Company Setup icon.
Point to >>Name field Point >>'ST COMPANY PVT. LTD'>>	In the Name field, by default, we can see the name of the company 'ST COMPANY PVT. LTD'. This is because we had given this name during installation. But here you can also change the name based on how you want it to appear in the reports. I will keep the same name
Click>> Address field	In the Address field, I will type A-123, Highway Industrial Estate, Andheri Link Road, Sakinaka, Andheri (E) 400072. You have to give your company’s address.
Click>> Phone no field >>	In the Phone No. field, Once again, you have to give your company’s phone number.
Click>> E- mail Address field>>	In the E-mail address field, give your company’s official email-id. I will type accounting@spoken-tutorial.org
Click>> Home Currency >>	In the Home currency field, click on the dropdown menu. A list of options will appear. I will select Rupee.
Narration	Now I’ll do the setup of fiscal year.
Slide 5 Fiscal Year setup	When you create a new Company, you should check that the Fiscal Year is set up correctly By default, FrontAccounting software shows the fiscal year from January to December. This is not suitable for Companies and Organisation in India. So here, we can create our own financial year, which is from April to March.
Click >> Update button>>	Click on Update button to save the entries.
Come back to Frontaccounting	Let us change the Fiscal Year to Financial Year.
Point to Setup icon	Click on the Setup tab of FrontAccounting.
Point >> Fiscal Years icon	Click on to the Fiscal Years icon.
Click>>Fiscal Year icon	You can see that, by default, the Fiscal year begins from 01 January 2015 to 31 December 2015.
Type 01 January 2016 to 31 March 2016.	First, I will create a dummy period for 3 months from 01 January 2016 to 31 March 2016.
Slide 6	This is because we have to fill the gap between the Fiscal year ie.1st January 2015 to 31st December 2015 and the Financial year which is from 1st April 2016 to 31st March 2017
Click >> Calendar icon to select the date	I will select the 3 months dummy period from 01 January 2016 to 31 March 2016. Now, click on the Add New button.
Point to the new row of dummy period	Here, you can see the dummy period is created, A message appears and it says - “New Fiscal year has been added”.
Type 1 April 2016 to 31 March 2017. Click on Add new	Then, I will type the next financial year, from 1 April 2016 to 31 March 2017. Again, click on the Add new button.
Point to >> Financial Year field>>	Here, you can see the Financial Year has been created. Once again, the same message appears - “New Fiscal year has been added”.
Narration	Now, we need to update these changes in the Company setup icon.
Click Setup tab >>Company setup icon	Click on the Setup tab. Then click on the Company Setup icon.
Click Fiscal year Drop downbox >> Current Financial year.	Under Fiscal year field, click on the dropdown menu select the current Financial Year.
Click >> Update button Highlight the message.	Click on the Update button. A message appears and says - “Company Setup has been updated”.
Click >> Calendar icon to select the date	Now, we have to close and delete the fiscal year and the 3 months dummy period, except the current financial year.
Point to the delete year row	I will demonstrate the same.
Click on the >> Setup Tab>>	Again, click on the Setup tab Click on the Fiscal years icon
Point to Fiscal Year	We can see the Fiscal year from 01-01-2015 to 31-12-2015
Click >> Edit Icon of Fiscal year>>	Click on Edit icon, then select Yes from the Is Closed drop down menu.
Click >> Update button	Click Update button. A message appears - “Selected fiscal year has been updated”
Click>> Cross sign to delete	Now, I will click on the cross (X) sign for deleting the year. A dialog box appears to confirm. Click on the Ok button. A message appears - “Selected fiscal year has been deleted”.
Point to Dummy period and show how to delete	Likewise, I will remove the dummy period also.
Point to 1 April 2016 to 31 March 2017	Now, you can see the current Financial Year has remained.
Point to Current Financial Year.	Here, you will see the updated Financial Year in pink colour.
Narration	Thus, we have updated the Company Setup.
Point to Setup icon	Again click on the Setup icon.
Click>> User Accounts Setup>> icon	Click on the User Accounts Setup.
Point to the User login field	We can see the admin user login information such as Full Name Email Access Level etc. Recall these information are entered during the installation. Let us create a new user login.
Point >> User Login>>type	In the User login field, I will type sheetalvp as a new user.
Click >> Password>>type	Type the password in the password field.
Point >>Full Name field>>type	In the Full Name field, I will type Sheetal Prabhu.
Point >> Telephone No>>	In the Telephone No field, I will type my phone no. 022-25764229.
Point >> E mail Address>>	Next is Email Address. I will type sheetalvp@ spoken-tutorial.org
Point >> Access Level>>Sub Admin	In Access Level field, click on the drop down menu and select Sub Admin.
Point>>language>>	In the Language field, by default, the drop down menu option is English.
Point to >> User's POS>> Point to Default	Here, POS means Point of Sale. We will keep the Default option.
Point to >>Printing profile>>	Click on the Printing option drop down menu. I will select Browser printing support.
Point to >>Use popup window for reports>>	Next, by default the checkbox is checked for Popup window for the reports option.
Click on Add new button	Click on Add new button. We can see the message ‘A new user has been added’.
Point to the new user below the admin.	We can also see that the new user is added in the panel below the admin.
Point to Setup icon	Again, click on the Setup icon.
Click>> Access setup icon>>	Next, let us see Access setup
Click>>Role>> drop down menu	Click on the Role drop down menu. I will select Sub admin.
Point to the >> Access level field>> sub-admin Scroll down to show the access permission	We can see the default access given for a Sub admin to use. Scroll down. We can see the permissions available for the sub admin to use.
Point to available field	You can also check or uncheck the boxes as required for the Sub admin to use.
Point to >> Save Role button>>	Click on Save Role button. A message appears - “Security role has been updated”.
Point to Setup icon	Again, click on the Setup ifootwearcon to see the next tab.
Click >>Display Setup >> icon	Display Setup is used to change the Decimal places, Date format and Separators and other parameters.
Point >>Decimal Places>>	We can see the number of decimal places for Prices/amounts Quantities Exchange rate and Percentages
Point>> Date Format and Separators>>	We can change the date format and date separators by selecting the dropdown menu.
Point >>Miscellaneous >>	We can see various Miscellaneous Settings also.
Point to >> Update button>>	Click on Update button to save the changes. We can see a message appears and says that- “Display settings have been updated”.
	This brings us to the end of this tutorial. Let us summarize.
Slide 7 Summary	In this tutorial, we had learnt about FrontAccounting interface Various modules in the Setup tab Also, we have learnt how to: Create our own Organisation/ Company Setup user accounts Setup access permissions Setup display
Slide 8 Assignment	As an Assignment, Open the FrontAccounting interface Add a new user using user account setup Give Access Level as an Accountant
Slide 9 Acknowledgement	This video summarises the Spoken Tutorial project If you do not have good bandwidth, you can also download and watch it.
Slide 10	The Spoken Tutorial Project Team: Conducts workshops using spoken tutorials Gives certificates to those who pass an on-line test For more details, please write to contact@spoken-tutorial.org
Slide 11	The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India. This tutorial is contributed by Sheetal Prabhu. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, Nirmala Venkat, Sandhya.np14, Sheetal