Aakash-Business-Tool/C2/Account-Management/English

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Visual cue Narration
Display desktop

/* Slide 1 */

Welcome to this tutorial on Account Management in ABT.

Show Slide

Learning Objectives /*Slide 2 */

In this tutorial, you will be able to:

  • Create Account
  • Edit Account
  • Delete Account


Show Slide

System Requirements

In this tutorial, I am using
  • ABT 1.0
  • Android 4.2
Prerequisites

/*Slide 4*/

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

Start ABT Select ABT application on Android 4.2
ABT's Welcome screen We will see ABT's welcome screen
Tap on Select Existing Organization button We will choose the Select Existing Organization button
Select Free Accounting Foundation from Organization drop down
  • We had already created an organization called Free Accounting Foundation in Maintaining organization tutorial
  • We will select it from the drop-down list.


Point to the Financial year dates The financial year we had set is shown now.
Tap on Login button Now, we shall tap on Login button and go ahead to the login screen.
  • Select guest for role
  • Automatically Username & Password will be


Screen 3

Entered in the respective fields

  • Tap on Login button to continue


Point to Master Menu
  • We are now on the master menu of ABT


Let us create one more account int his tutorial
Point to Group name

Let's choose Direct Expense from group name

Point to sub group

Notice that the drop-down list for sub-group does not have any sub-groups by default.

  • 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.
Point to new subgroup textbox
  • 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.
Point to subgroup list

Newly created subgroup name appears in the subgroup list after saving the account

Point to account name field

I will type Salary For Employees in the account name field

No opening balance
  • 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.


Point to account code field
  • Notice that the Account Code is automatically generated.
  • You can change this account code if you wish.
More features – Editing Accounts
  • 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.


Tap on Find / Edit tab
  • When we tap on edit account tab we see page to edit account


Point to Search Account By drop-down
  • 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


Select Account Name from the dropdown
  • Let us search the account by Account Name.
  • List of account names will be seen below
Point to the Search result
  • Tap on Salary For Employees
  • Here, the details for Salary For Employees is displayed.
Point to prompt box

A prompt box appears which asks whether we want to:

  • Edit Account Or
  • Delete Account
Tap on Edit button
  • To edit the details of this account, let us tap on Edit Account
  • This will make the account editable.


Change Salary For Employees to Salary for Staffs
  • 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.


Tap on Save button

To save the changes made, tap on Save button.

Point to Confirmation Message
  • Message appears saying changes made successfully


  • Similarly, you can edit the Account details by searching with Account Code.


Point to Delete Account
  • Now we will see how to delete this account
  • We can delete only those accounts which has no opening balance and no transaction


Tap on delete button
  • To delete the account, tap on the Salary For Staffs
  • Tap on Delete option
Point to message confirmation A confirmation message appears where we will choose Yes to delete.
Success message A success message then appears saying desired account deleted.
We now successfully edited and deleted an account.



/*Slide 8*/

Summary

In this tutorial we have learnt about:

  • Create Account
  • Edit Account
  • Delete Account


/*Slide 9*/

Assignment

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


/*Slide 10*/


Spoken Tutorial Workshops

/*Slide 11*/

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


Show Acknowledgement Slide

Acknowledgement

  • 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


Thanks for joining
  • That’s it for this tutorial. This is Trupti Kini, IIT Bombay.
  • Thank you for watching.


Contributors and Content Editors

Nancyvarkey, Trupti