Difference between revisions of "Aakash-Business-Tool/C2/Set-Preferences/English"

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Line 80: Line 80:
  
  
First, let's edit delete organisation.
+
First, let's edit/delete organisation.
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to the new screen  
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to the new screen  
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| The organisation details become editable.
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| The organization details page becomes editable.
  
 
|-
 
|-
Line 102: Line 102:
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Tap on '''Delete ''' button to delete the organization.
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Tap on '''Delete ''' button to delete the organization.
  
We can delete organisation for a particular financial period.
+
We can delete organization for a particular financial period.
  
 
|-
 
|-
Line 111: Line 111:
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"|
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"|
  
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|When we delete an organisation, we are directed back to the welcome screen of '''ABT'''.
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|When we delete an organization, we are directed back to the welcome screen of '''ABT'''.
  
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Add/Edit/Delete project '''
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Add/Edit/Delete project '''
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Now let us learn what is '''Add/Edit/Delete project.'''
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Now let us learn what is '''Add/Edit/Delete project.'''
 +
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"|<span style="color:red">'''Script and Narration is completely mismatched'''</span>
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Login
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|<span style="color:red">'''Pls modify the script to match the narration in the video'''</span>
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
 +
Select organization '''Free Accounting Foundation'''.
 +
 
 +
Login as '''admin'''
 +
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Enter projectname'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Preferences
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Here we have to add projects.
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
 +
Tap on '''Preferences'''
  
Lets enter '''Spoken Tutorial '''as project name.
+
Now, let us select add/edit/delete project
  
Tap on '''Add Project.'''
 
  
  
Line 133: Line 138:
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"|  
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Enter projectname'''
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| We can use this project&nbsp; at the time of voucher creation
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Here we can add project names.
 +
 
 +
Lets us add '''ABT''' and tap on '''Add Project''' button.
 +
 
 +
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Spoken Tutorial'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to project name
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Now, when we tap on '''Spoken Tutorial''' added on screen, we get two options:
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
Here I have already added one project called '''Spoken-Tutorial'''
  
*
+
 
** '''Edit project name '''
+
 
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Spoken Tutorial'''
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Now, when we tap on the project name, we get 2 options:
 +
 +
** '''Edit project name''' &
 
** '''Delete project '''
 
** '''Delete project '''
  
Line 148: Line 164:
 
|-
 
|-
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Edit project name'''  
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Edit project name'''  
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Lets choose '''Edit project name.'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Let us try to '''Edit project name.'''
 +
Let us change to '''ST'''
  
Change the project name to ABT.
+
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to success message
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Let us try to '''Edit project name.'''
 +
Project name successfully changed to '''ST'''
  
Change it to '''ABT.'''
 
  
Tap on '''Done. '''
+
 
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Delete project '''
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Likewise, we can delete projects.
 +
 
 +
But note, if project has transactions, it can not be deleted.
 +
 
  
  
Line 160: Line 186:
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Delete project '''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Login
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Likewise, we can delete the created project.
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
 
 +
For that go to the welcome screen of '''ABT'''.
 +
 
 +
Let us create an organization called '''ST''' of type '''Profit Making'''.
 +
 
 +
For the financial period '''1st April 2012''' to '''31st March 2013'''
 +
 
 +
Login as '''guest'''
 +
 
 +
 
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to organization details page
 +
 
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
 +
 
 +
Skip organization details page
 +
 
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Rollover'''
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
Now, let us see what is '''Rollover'''
 +
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Create Account'''
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
Let us create a sample account.
 +
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Rollover'''
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
 
 +
Now, let us tap on '''Rollover'''.
 +
 
 +
It asks whether we want to rollover to next financial year.
 +
 
 +
Tap on '''Yes'''
 +
 
 +
 
 +
 
 +
 
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Rollover'''
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
 
 +
We are directed back to the welcome screen.
 +
 
 +
With the message that rollover has been done successfully.
 +
 
  
Note, if project has transactions, it can not be deleted.
 
  
 
|-
 
|-
Line 169: Line 255:
  
 
Point to rollover  
 
Point to rollover  
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Go to the master menu of '''ABT.'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
  
Tap on '''Rollover''', it will prompt accourding to following conditions:  
+
'''Rollover''' can be done according to following conditions:  
  
 
* It will check for financial period.
 
* It will check for financial period.
 +
 
* If it has not completed financial period, rollover wont happen.
 
* If it has not completed financial period, rollover wont happen.
 +
 
* Rollover will be done only once in a financial period.
 
* Rollover will be done only once in a financial period.
* If you tap on it again, it prompt rollover has done already!!  
+
 
 +
* If you tap on it again, it prompt rollover has been done already!!  
 +
 
  
  
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to sample organisation
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to financial periods
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Lets create a sample organsisation named '''Aakash.'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
 +
Here in financial year we will see 2 financial year periods:
 +
* The period for which we created the organization &
  
Lets select financial period as........
+
* The period after '''Rollover'''
 +
 
 +
The closing balance of all the,
 +
* Ledger accounts
 +
 
 +
* Groups/Subgroups &
 +
 
 +
* User details
 +
 
 +
are forwarded to new financial period
  
Follow the steps from '''Maintaining Organisation '''tutorial.
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to master menu -> '''Rollover'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"|  
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Go to Master Menu.
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
  
Now, when we tap on rollover on master menu, it says '''rollover has been done.'''
+
Now, let us learn what is Import & Export organization.
  
  
Line 198: Line 298:
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to welcome screen of '''ABT.'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to Login
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Now logout.
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
  
Select '''Select Existing organisation''' button.
+
Let us select '''Free Accounting Foundation''' organization.
  
Select organisation name as '''Aakash.'''
+
Login as '''admin'''
  
  
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Go to Master menu > Export organization.
  
 +
Point to Export organization
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
Tap on '''Export organization''' option
  
|-
+
It will ask whether we want to export organization.
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to fiancial periods
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Now here we will see two financial periods,
+
  
<nowiki>* The period for which we created the organisation and </nowiki>
+
Tap on yes.
  
<nowiki>* The period after rollover.</nowiki>
+
It will say organization '''Free Accounting Foundation''' has been exported to '''/mnt/sdcard/export/'''".
  
The closing balance of all the  
+
We can check the path for the file.
  
ledger accounts,  
+
It is the path located in the tablet.
 +
 
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"|
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
Now, let us learn how to import organization.
  
groups-subgroups and
 
  
user details are forwarded to new financial period.
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Go to Master menu > Export organisation.  
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to main page of ABT
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|
 +
For that go back to the welcome screen of '''ABT'''
  
Point to Export organization  
+
For import organization, '''ABT''' must be installed in the tablet.
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| It will pop up a dialog box with an alert "'''Do you want to export organisation'''".  
+
  
If Yes then,
+
We can import organization in any tablet.
  
It will prompt "organisation has been exported to '''/mnt/sdcard/export/'''".
+
It can be done by,
  
'''/mnt/sdcard/export/ '''is the location of the file.
+
Transferring export folder to internal SD card.
  
|-
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to export
 
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| There is a location in tablet called '''/mnt/sdcard/export.'''
 
  
  
Line 244: Line 348:
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to main page of ABT
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Import organization'''
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Import organisation:
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
 +
'''Import organization''' option is available on main page drawer of '''ABT'''.
 +
 
 +
Tap on '''Import Organization'''.
 +
 
 +
It will show all available exported organizations & financial years to be imported.
 +
 
  
'''ABT''' must be installed in the tablet to import organisation.
 
  
We can import organisation in another tablet
 
  
It can be done by transfering export folder to internal sdcard.
 
  
'''Import organization''' option is available on main page drawer of ABT
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to import organization  
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to '''Import organization'''
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| Just tap on '''Import organization.'''
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
 +
'''Import organization''' option is available on main page drawer of '''ABT'''.
 +
Select '''Free Accounting Foundation'''
 +
 
 +
Tap on '''Import'''
 +
 
 +
 
  
It will show all available exported organisation and financial years to import.
 
  
Now, select organisation name and it's financial year you would like to import.
 
  
Tap on '''Import''' button.
 
  
 
|-
 
|-
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Summary
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Point to success message
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| In this tutorial, we learnt to view
+
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"|  
  
 +
Organization '''Free Accounting Foundation''' for the financial year has been imported successfully.
 +
 +
 +
|-
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:none;padding:0.049cm;"| Summary
 +
| style="border-top:none;border-bottom:0.05pt double #808080;border-left:0.05pt double #808080;border-right:0.05pt double #808080;padding:0.049cm;"| So, in this tutorial we have learnt how to
 
** Edit/Delete organisation details  
 
** Edit/Delete organisation details  
 
** Add/Edit/Delete project  
 
** Add/Edit/Delete project  

Revision as of 11:51, 18 March 2014

Visual cue Narration
Display desktop

/* Slide 1 */

Hello and welcome to this spoken tutorial on Setting Preferences in ABT.
Show Slide 2 In this tutorial, you will be able to:
  • Edit/Delete organisation details
  • Add/Edit/Delete project
  • Rollover
  • Export/Import organisation
Show Slide

System Requirements /*Slide 3 */

In this tutorial, I am using
  • ABT 1.0
  • Android 4.2 (Jelly Bean)
  • Rooted tablet
/*Slide 4 */ For more information visit

https://github.com/androportal/ABT

http://aakashlabs.org/docs/abt/index.html

Prerequisites

/*Slide 5*/

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.
Point to ABT's Welcome screen We will see ABT's welcome screen.
Point to Select Existing Organization button

Tap on Select existing organization button.

We have already created an organization called ST.

Point to Login button Let's login as guest
Point to Master Menu We are now on the master menu of ABT .
Point to Preferences Tap on Preferences option.

In Preferences, we can see

  • Edit/Delete organisation and
  • Add/Edit/Delete project options


First, let's edit/delete organisation.

Point to the new screen The organization details page becomes editable.
Point to City Select Maharashtra for State and Mumbai for City.
Point to Save button Save the changes.
Point to Reset button If we want to reset all the fields, tap on Reset button.
Point to Delete button Tap on Delete button to delete the organization.

We can delete organization for a particular financial period.

Tap on OK Tap on OK for confirmation.
When we delete an organization, we are directed back to the welcome screen of ABT.
Point to Add/Edit/Delete project Now let us learn what is Add/Edit/Delete project.


Point to Login

Select organization Free Accounting Foundation.

Login as admin


Point to Preferences

Tap on Preferences

Now, let us select add/edit/delete project



Point to Enter projectname Here we can add project names.

Lets us add ABT and tap on Add Project button.


Point to project name

Here I have already added one project called Spoken-Tutorial



Point to Spoken Tutorial Now, when we tap on the project name, we get 2 options:
    • Edit project name &
    • Delete project


Point to Edit project name Let us try to Edit project name.

Let us change to ST

Point to success message Let us try to Edit project name.

Project name successfully changed to ST



Point to Delete project Likewise, we can delete projects.

But note, if project has transactions, it can not be deleted.



Point to Login

For that go to the welcome screen of ABT.

Let us create an organization called ST of type Profit Making.

For the financial period 1st April 2012 to 31st March 2013

Login as guest


Point to organization details page

Skip organization details page


Point to Rollover

Now, let us see what is Rollover




Point to Create Account

Let us create a sample account.




Point to Rollover

Now, let us tap on Rollover.

It asks whether we want to rollover to next financial year.

Tap on Yes



Point to Rollover

We are directed back to the welcome screen.

With the message that rollover has been done successfully.


Go to Master menu > Rollover.

Point to rollover

Rollover can be done according to following conditions:

  • It will check for financial period.
  • If it has not completed financial period, rollover wont happen.
  • Rollover will be done only once in a financial period.
  • If you tap on it again, it prompt rollover has been done already!!



Point to financial periods

Here in financial year we will see 2 financial year periods:

  • The period for which we created the organization &
  • The period after Rollover

The closing balance of all the,

  • Ledger accounts
  • Groups/Subgroups &
  • User details

are forwarded to new financial period


Now, let us learn what is Import & Export organization.



Point to Login

Let us select Free Accounting Foundation organization.

Login as admin


Go to Master menu > Export organization.

Point to Export organization

Tap on Export organization option

It will ask whether we want to export organization.

Tap on yes.

It will say organization Free Accounting Foundation has been exported to /mnt/sdcard/export/".

We can check the path for the file.

It is the path located in the tablet.

Now, let us learn how to import organization.


Point to main page of ABT

For that go back to the welcome screen of ABT

For import organization, ABT must be installed in the tablet.

We can import organization in any tablet.

It can be done by,

Transferring export folder to internal SD card.



Point to Import organization

Import organization option is available on main page drawer of ABT.

Tap on Import Organization.

It will show all available exported organizations & financial years to be imported.




Point to Import organization

Import organization option is available on main page drawer of ABT. Select Free Accounting Foundation

Tap on Import




Point to success message

Organization Free Accounting Foundation for the financial year has been imported successfully.


Summary So, in this tutorial we have learnt how to
    • Edit/Delete organisation details
    • Add/Edit/Delete project
    • Rollover
    • Export/Import organisation


Assignment As an assignment, add project Aakash.
Watch the video available at http:spoken-tutorial.org/

It summarizes the Spoken Tutorial project

If you do not have good bandwidth, you can download and watch it

Spoken tutorial Workshops 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

Acknowledgements 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

Contributors and Content Editors

Nancyvarkey, Trupti