Visual cue
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Narration
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Display desktop
/* Slide 1 */
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Welcome to this tutorial on Account Management in ABT.
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Show Slide
Learning Objectives /*Slide 2 */
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In this tutorial, you will be able to:
- Create Account
- Edit Account
- Delete Account
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Show Slide
System Requirements
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In this tutorial, I am using
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Prerequisites
/*Slide 4*/
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For this tutorial, you must be familiar with:
- The principles of book keeping.
- How to run and start ABT
- How to Create a New Organization
If not, for relevant tutorials please visit http://spoken-tutorial.org
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Start ABT
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Select ABT application on Android 4.2
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ABT's Welcome screen
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We will see ABT's welcome screen
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Tap on Select Existing Organization button
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We will choose the Select Existing Organization button
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Select Free Accounting Foundation from Organization drop down
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- We had already created an organization called Free Accounting Foundation in Maintaining organization tutorial
- We will select it from the drop-down list.
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Point to the Financial year dates
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The financial year we had set is shown now.
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Tap on Login button
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Now, we shall tap on Login button and go ahead to the login screen.
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- Select guest for role
- Automatically Username & Password will be
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Screen 3
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Entered in the respective fields
- Tap on Login button to continue
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Point to Master Menu
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- We are now on the master menu of ABT
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Let us create one more account int his tutorial
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Point to Group name
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Let's choose Direct Expense from group name
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Point to sub group
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Notice that the drop-down list for sub-group does not have any sub-groups by default.
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- If you do not wish to create a sub-group, you can select No Sub-group option.
- But for this entry, let us choose the Create New Subgroup option.
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Point to new subgroup textbox
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- As soon as we do this, a new text box appears.
- Here, we can type the name of the subgroup we wish to create.
- Let us type Salary in the text-box.
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Point to subgroup list
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Newly created subgroup name appears in the subgroup list after saving the account
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Point to account name field
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I will type Salary For Employees in the account name field
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No opening balance
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- There is no provision to enter an opening balance for this account.
- This is because, an account under the group Direct Expense cannot have an opening balance.
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Point to account code field
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- Notice that the Account Code is automatically generated.
- You can change this account code if you wish.
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More features – Editing Accounts
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- Now what if we typed the name incorrectly? What do we do?
- Well, don't worry at all! We can edit as well as delete the accounts.
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Tap on Find / Edit tab
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- When we tap on edit account tab we see page to edit account
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Point to Search Account By drop-down
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- Now you can see a drop-down menu - Search Account By
- The account can be searched by either Account Name or Account Code.
- There is no provision of this dropdown if Manual Account Codes was not checked
- Only Search by Account Name would have been visible
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Select Account Name from the dropdown
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- Let us search the account by Account Name.
- List of account names will be seen below
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Point to the Search result
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- Tap on Salary For Employees
- Here, the details for Salary For Employees is displayed.
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Point to prompt box
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A prompt box appears which asks whether we want to:
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Tap on Edit button
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- To edit the details of this account, let us tap on Edit Account
- This will make the account editable.
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Change Salary For Employees to Salary for Staffs
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- Only account name and opening balance are editable
- Salary For Employees is under the Group Direct Expense.
- Hence, we can only edit the account name and not the opening balance
- Let us modify the account name to Salary For Staffs.
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Tap on Save button
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To save the changes made, tap on Save button.
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Point to Confirmation Message
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- Message appears saying changes made successfully
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- Similarly, you can edit the Account details by searching with Account Code.
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Point to Delete Account
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- Now we will see how to delete this account
- We can delete only those accounts which has no opening balance and no transaction
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Tap on delete button
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- To delete the account, tap on the Salary For Staffs
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Point to message confirmation
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A confirmation message appears where we will choose Yes to delete.
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Success message
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A success message then appears saying desired account deleted.
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We now successfully edited and deleted an account.
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/*Slide 8*/
Summary
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In this tutorial we have learnt about:
- Create Account
- Edit Account
- Delete Account
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/*Slide 9*/
Assignment
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Create account with:
- Group name - Current Asset, Sub Group name - Bank and Account Name - SBI.
- Group name - Current Asset and Sub-group name – Cash and Account Name - Cash On Hand.
- Group name - Current Asset and Sub-group name - Cash and Account Name - Cash
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/*Slide 10*/
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Spoken Tutorial Workshops
/*Slide 11*/
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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, IIT Bombay.
- Thank you for watching.
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