Visual cue
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Narration
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Display desktop
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Welcome to the tutorial on Create Account in GNUKhata
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Show Slide
Learning Objectives
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At the end of this tutorial, you will be able to:
- Create Organization in GNUKhata
- Create Accounts in GNUKhata
- Login into GNUKhata
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Show Slide
System Requirements
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To record this tutorial, I am using
- Ubuntu 12.04 Operating System
- GNUKhata version 1.2
- Firefox version 17.0
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Show Slide
System Requirements
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- 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.
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To open GNUKhata interface:
- We recommend Mozilla Firefox version 3.6 or above.
- GNUKhata runs smoothly on browsers like Chromium and Opera.
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Open Terminal
Execute on terminal
sudo startgk
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- To run GNUKhata, you need to start the server on your machine.
- To start the server, open the terminal by typing Ctrl+Alt+T
- Then type sudo startgk and hit Enter.
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Open Firefox and type in the address bar
http://localhost:8080
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GNUKhata's welcome screen
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This is the Welcome screen of GNUKhata.
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Point to buttons
- Select Existing Organization
- Create New Organization
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- In this tutorial we will again create a new organization.
- For this, click on Create New Organization button.
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In Organization Name textbox, type Free Accounting Foundation and Organization Type NGO
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- 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.
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Enter the financial year
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- I will type 01-04-2011 for From date
- To date appears automatically
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Click on Next
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Now, press the Next button.
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Screen 2
Point to Free Accounting Foundation and Financial Year
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In the next webpage:
- The name of the organization and the financial year period appears at the top.
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Screen 2
Point to State and press Save button
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- In this page, we will select Maharashtra for State drop down.
- Press Save button.
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Point to loader
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- 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.
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Screen 3
Point to two checkboxes:
- Projectwise Accounting
- Manual Account Codes
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- 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
- The steps till now were like a revision to the first tutorial.
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Press Save button
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- After stating your preferences, press Save button.
- A message will be displayed at the top - Your preferences have been saved.
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After adding the preferences, we can create new accounts.
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Click on Create Account button
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I will click on Create Account button to create a few accounts.
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Screen 4
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Here, we have to add accounts for the organization.
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Point to Group Name and Sub-group Name
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Every account falls under a Group and optionally a Sub-Group.
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Click on dropdown of Group Name
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Click on Group Name dropdown to see all the group names provided by GNUKhata.
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Point to Corpus, Current Liability, Loans(Liability)
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- Notice the Groups Corpus, Current Liability, Loans(Liability).
- These accounts will have Credit opening balance.
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Point to Current Asset, Fixed Assets and Loans (Asset).
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Then, there are groups like
- Current Asset
- Fixed Assets
- Loans (Asset).
These accounts will normally have Debit opening balance.
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Point to Direct Income, Indirect Income, Direct Expense and Indirect Expense.
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The groups
- Direct Income
- Indirect Income
- Direct Expense
- Indirect Expense
will not have any opening balance.
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All other groups will have an opening balance.
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Choose Current Asset from Group Name drop down.
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- I will choose Current Asset as Group Name.
- Assets represent everything which a business owns and has a monetary value.
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Point to Sub-Group Name
Click on the dropdown of Sub-Group Name
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- 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.
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Choose Bank from Sub-Group Name drop down
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- But you can create additional subgroups also.
- We will learn that in another tutorial.
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Point to Account Name text box.
Enter SBI
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- In the Account name field, I will type the name of the Account as SBI.
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Point to Account Code
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- Recall, we had preferred to create account codes manually earlier.
- So here,we see a field for account code.
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Point to Account Code
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- GNUKhata suggests an account code, as you can see.
- We can edit the suggested code * We can even leave it as it is
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Point to Debit opening balance textbox
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- 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.
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Enter 5000 in Debit opening balance textbox
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I will enter 5000 as Debit opening balance.
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Point to Total Debit Opening Balance
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The total of all Debit Opening Balances entered so far will be displayed here.
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Point to Total Debit Opening Balance
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- Right now it is 0.00
- It is so as we have not yet saved this account with its debit opening balance.
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Point to Total Credit Opening Balance
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Next, the total of all Credit Opening Balances so far entered is displayed here.
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Point to Total Credit Opening Balance
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- Right now it is 0.00
- It is so as no account with credit opening balance has been saved.
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Point to Difference in Opening Balance
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The last field displays the difference between debit and credit opening balances.
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Press Save button
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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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- A message appears at the top
- It tells you have successfully created the desired account.
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Point to Total Debit Opening Balance
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Note that the amount in the Total Debit Opening Balance has been updated.
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Point to Total Debit Opening Balance and Total Credit Opening Balance.
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- Total Debit
- Credit Opening Balance depend on what type of opening balance you have entered.
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Point to Total Debit Opening Balance, Total Credit Opening Balance and Difference in Opening Balances.
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- Note that, '
- Total debit opening balance'
- Total credit opening balance
- Difference in opening balance
are read-only fields.
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They get updated after saving a new account.
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ClickFinish button.
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- If you wish then you can create more accounts.
- Else click on the Finish button.
- I will click on Finish button
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Screen 4
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Congratulations! You have now created the books for the organization Free Accounting Foundation .
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Point to Username and password.
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- Next, a new screen appears
- It asks for the username and password.
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Point to admin username.
Click on Login button
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- The default username and the password is admin.
- You can change it later if you want.
- Lets click on the Login button.
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Screen 5
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Note, a new page appears with the name of the organization and the financial year period.
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Notice the menu bar at the top with some options.
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Click on Logout
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To logout, you can click on the Logout option at the top right of the screen.
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Show Slide
Summary
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So in this tutorial we have learnt to create:
- New organization
- Set preferences
- Add an account and finally log into GNUKhata.
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/*Slide 9*/
Assignment
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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.
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Spoken Tutorial Workshops
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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
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Show Acknowledgement Slide
Acknowledgement
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- 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
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Thanks for joining
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- That’s it for this tutorial. This is Trupti Kini from the GNUKhata project, IIT Bombay.
- Thank you for watching.
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