FrontAccounting/C2/Setup-in-FA/English-timed
From Script | Spoken-Tutorial
| 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. |
