Difference between revisions of "FrontAccounting-2.4.7/C2/Setup-in-FrontAccounting/English"

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(Undo revision 52775 by Pratik kamble (talk))
 
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Title: Introduction to LibreOffice Writer
 
  
Author: Pratik Kamble
+
{| style="border-spacing:0;"
 +
| style="background-color:#cc99cc;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| <center>'''Visual Cue'''</center>
 +
| style="background-color:#cc99cc;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| <center>'''Narration'''</center>
  
Novice Reviewer: Nikita and Pooja
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|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 1:'''
  
Domain Reviewer: Praveen and Nancy
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'''Title Slide'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Welcome to the spoken tutorial on '''Setup in FrontAccounting'''.
  
Keywords: LibreOffice Writer, word processor, Toolbars, '''Title''' '''bar''', '''Menu bar''', '''Standard toolbar, Formatting bar, '''Save, Export, MS Word, PDF, File type, Font Name, Font Size, Bold and Align
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 2''':
  
 +
'''Learning Objectives'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In this tutorial, we will learn:
  
 +
* '''FrontAccounting''' interface
 +
* Various modules in the '''Setup''' tab
  
{| border=1
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Also, we will learn how to:  
|-
+
| | '''Visual Cue'''
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| | '''Narration '''
+
|-
+
| | Slide : Title
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| | Welcome to the '''spoken tutorial''' on '''Introduction to LibreOffice Writer.'''
+
|-
+
| | Slide : Learning Objectives
+
|| In this tutorial, we will learn:* About '''LibreOffice Writer'''
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* Various '''toolbars '''in '''Writer'''
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* How to open a new and existing document
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* How to save''' '''and close a document in '''Writer'''
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* How to save as '''MS Word '''document
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* How to export as a '''PDF '''document
+
  
 +
* Create our own organization or '''Company'''
 +
* Setup '''user accounts'''
 +
* Setup '''access''' permissions and
 +
* Setup display
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 3''':
  
|-
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'''System Requirement'''
| | Slide : What is LibreOffice Writer ?
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| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| To record this tutorial, I am using
||
+
* '''LibreOffice Writer''' is the '''word processor''' component of the '''LibreOffice Suite'''.
+
* It is the equivalent of '''Microsoft Word''' in '''Microsoft Office Suite'''.
+
* It's free and open source software.
+
* It can be shared, modified and distributed without any restrictions.
+
  
 +
* '''Ubuntu Linux '''OS version 16.04
 +
* '''FrontAccounting''' version 2.4.7
  
|-  
+
|-
| | Slide: OS and versions
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| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 4''':
|| '''LibreOffice Writer''' can run on any of the following operating systems:
+
  
 +
'''Pre -requisites'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| To follow this tutorial you should have
  
* '''Microsoft Windows 8''' or higher versions
+
* Knowledge of higher secondary commerce and
* '''GNU/Linux OS '''and
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* Knowledge of Accounting.
* '''Mac OSX'''  
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 5:'''
  
 +
'''Start XAMPP service'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Start the '''XAMPP services''' before you begin working on '''FrontAccounting''' interface.
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Narration'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us open the '''FrontAccounting '''interface.
  
|-  
+
|-
| | '''Slide: '''System Requirements
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| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on '''browser''' >>'''localhost/account''' >> Press Enter
|| This tutorial is recorded using
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Open the browser and type '''localhost slash account''' and press '''Enter.'''  
* '''Ubuntu Linux OS''' version 18.04 and
+
* '''LibreOffice Suite '''version 6.3.5
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Enter '''Username and Password''' >>
  
|-
+
Click on '''login'''  
| | Slide: LibreOffice installation
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''login '''page appears.  
|| By default, the latest '''Ubuntu Linux OS''' has '''LibreOffice Suite''' pre-installed in it
+
* To install a specific version, refer to the '''LibreOffice Installation''' series on this website.
+
  
|-
+
Recall that during installation, we had created the '''admin''' user.  
| | Narration only
+
| | Let us learn how to open '''LibreOffice''' '''Writer.'''
+
|-
+
| | Click on '''Show Applications '''->search bar type “Writer”->click on '''LibreOffice Writer''' icon
+
|| In '''Ubuntu Linux OS''', click on the '''Show applications''' icon located at the bottom left corner.
+
  
 +
Type the '''username''' as '''admin '''and password as '''spoken.'''
  
In the '''search bar''' type '''Writer'''.
+
Then click on the '''Login '''button.  
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''FrontAccounting''' window opens.
  
From the displayed list, click on the '''Libreoffice Writer''' icon.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Point to''' options of '''FrontAccounting '''Interface
| | Click on “Start menu”->search bar type “Writer”->click on '''LibreOffice Writer''' icon
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Standard modules have been provided in '''FrontAccounting.'''  
|| In '''Windows OS''', click on the '''Start Menu''' icon located at the bottom left corner.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the '''options''' as per the narration
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We will learn about
  
In the '''search bar,''' type '''Writer'''.
+
* '''Sales'''  
 +
* '''Purchases'''
 +
* '''Items and Inventory'''
 +
* '''Banking and General Ledger '''and
 +
* '''Setup '''
  
 +
modules in the upcoming tutorials.
  
From the displayed list, click on the '''Libreoffice Writer''' icon.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Narration'''  
| | Only Narration:
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us start with the '''Setup '''tab in '''FrontAccounting'''.  
|| This will open an empty document in the main '''Writer '''window.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup tab >> click on it'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Setup''' tab.
  
Now let us learn about the main components of the '''Writer '''window.
+
This module is used for '''Company Setting.'''  
|-
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| | Highlight with a red box - '''Title''' '''bar''', '''Menu bar''', '''Standard toolbar '''and''' Formatting bar.'''
+
|| The '''Writer''' window has various '''toolbars '''at the top.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> '''Company Setup link'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us create a new organisation or '''Company''' by clicking on the '''Company Setup '''link.
  
These are '''Title''' '''bar''', '''Menu bar''', '''Standard toolbar '''and''' Formatting bar.'''
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >>'''Name '''field
| | Highlight with a red box - '''Search bear, Drawing toolbar, Status bar.'''
+
| | At the bottom, we see the''' Search bar, Drawing toolbar '''and''' Status bar.'''
+
|-
+
||
+
  
 +
Point '''>>'ST COMPANY PVT. LTD'>>'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Name '''field''',''' by default, we can see the name of the '''company - 'ST Company Pvt Ltd'.'''
  
 +
This is because we had given this name during installation.
  
 +
However, you can change the name based on how you want it to appear in the reports.
  
 +
I will keep the same name.
  
Click '''View''' '''menu''' >> '''Toolbars'''
+
Scroll down.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on '''Home currency''' field
  
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Home currency '''field, click on the dropdown menu.
  
 +
A list of options will appear.
  
Check '''Drawing''' '''toolbar''' and '''Find'''
+
|-
|| We can enable or disable these '''toolbars''' from the interface.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Continue on '''Home currency''' field
  
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| But '''Indian Rupees''' is not available in the list.
  
To do so, go to the '''View''' '''menu''' in the main''' menu bar''' and select '''Toolbars'''.
+
Since our company is in '''India''', we will setup the '''home currency '''to '''Indian Rupees'''.  
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us learn how to add a new '''currency''' to the list here.
  
From the sub menu, check or uncheck the '''toolbars''' based on your preference.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Click on the Banking and General Ledger'''
| | Highlight with a red box - vertical scroll bar and sidebar
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Banking and General Ledger '''tab in the top menu.  
| | At the right side, we see the vertical '''scroll bar '''and '''sidebar.'''
+
|-
+
| | Only Narration
+
|| All of these have the most commonly used options.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on '''Currencies.'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on '''Currencies '''link.
  
We will learn about these as the series progresses.
+
A new window appears.  
|-
+
| | Only Narration
+
| | Now let us learn how to open a new document in '''Writer.'''
+
|-
+
| | Point to on '''New''' icon
+
| | We can open a new document by clicking on the '''New''' icon in the '''Standard''' '''toolbar.'''
+
|-
+
|| Click '''File menu'''
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type ''''INR'''' in the '''Currency Abbreviation 'Rs' in the Currency Symbol field.'''
  
Click '''New''' >> '''Text Document'''
+
'''Currency Name field type 'Indian Rupees'. '''
  
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type ''''INR'''' in the '''Currency Abbreviation '''field and ''''Rs'''' in the '''Currency Symbol''' field.
  
 +
In the '''Currency Name '''field, type ''''Indian Rupees''''.
  
|| Alternatively go to the '''File''' '''menu''' in the '''menu bar.'''
+
In the '''Hundredths Name''' field, type ‘'''Paise’''' and in the '''Country''' field type ''''India''''.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''click on 'Add new' button. '''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now click on ''''Add new'''' button at the bottom of the window.
  
Then click on the sub menu '''New''' and select the option '''Text Document.'''
+
We can see a success message- ''''New currency has been added'.'''  
|-
+
| | Point to '''Title bar - Untitled 2'''
+
|| A new '''Writer''' document named '''Untitled 2 '''opens up.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| click on S'''etup >> Company setup'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us go back to the''' Company setup '''page.
  
Close the newly opened document''' '''named''' Untitled 2 '''by clicking on the '''X '''icon at the top right'''.'''
+
For this, click on the '''Setup '''tab in the top menu and then on '''Company Setup''' link.  
|-
+
| | Typing text
+
| | Now, we’ll type some text in the''' Untitled 1''' document.
+
|-
+
| | Type “'''RESUME'''”
+
| | Type the word “'''RESUME'''”.
+
|-
+
| | Only Narration
+
| | Once done typing our document, we should save it for future use.
+
|-
+
| | Click on '''File'''
+
| | To save the file, click on the '''Save '''icon in the '''Standard toolbar'''.
+
|-
+
|| Dialog box
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> '''Address''' field
  
Point to '''Name'''.
+
A-123, Highway Industrial Estate,
  
 +
Andheri, Link Road, Sakinaka, Andheri(E) Mumbai - 400072
  
Type “'''Resume'''” in the '''Name''' field.
+
Click>> '''Domicile '''field >> India
|| A''' '''dialog box appears on the screen.
+
  
 +
Click>> '''Phone no '''field >>
  
It prompts us to enter the name of our file in the '''Name''' field.
+
022 25764279
  
 +
Click>> '''E- mail Address '''field>>
  
I will type the name of the file as''' “Resume”.'''
+
[mailto:accounting@spoken-tutorial.com accounting@spoken-tutorial.com]
|-  
+
| | Select '''Desktop''' location to save the file.
+
| | On the left side, I’ll select '''Desktop''' as the location to save my file.
+
|-
+
| | Click '''File type''' drop-down
+
|| Notice, we have a '''File type''' drop-down at the bottom right corner.
+
  
 +
Type
  
Click on this drop-down.
+
'''37AAAPP2678Q1ZP''' in the Company GSTNo
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next, type the
||  
+
  
 +
* '''Company'''’s address,
 +
* Domicile
 +
* Phone no,
 +
* Email address and
 +
* '''Company GST''' number
  
 +
in the respective fields as shown here.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Home Currency and select Indian Rupees'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, click on the '''Home Currency '''drop-down box.
  
 +
Select ' '''Indian Rupees''''.
  
Point to “'''ODF Text Document (.odt)'''
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Narration'''  
  
 +
Point to the fiscal year
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next we will learn about '''fiscal year'''.
  
 +
By default the previous financial year, i,e 1<sup>st</sup> January to 31<sup>st</sup> December 2018 is shown as closed.
  
|| It shows a list of '''file types''' or '''file extensions''' in which we can save our file.
+
At the time of recording this tutorial, the date is as shown on the screen.  
  
 +
It may differ when you are practicing.
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|Text on screen for date format
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Note that the date format is in '''MMDDYYYY'''.
  
The default '''file type''' in '''LibreOffice Writer''' is '''ODF''' '''Text Document (.odt)'''.
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 6:'''
  
 +
'''What is Fiscal year?'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| What is '''Fiscal year?'''
 +
* It is a period that a '''Company''' uses for accounting purposes and preparing financial statements.
  
'''ODF''' stands for '''Open Document Format''' which is an open standard.
+
* It varies across countries.
|-
+
| | Only narration
+
| | It is also accepted by the Government of India policy on '''open standards in e-Governance'''.
+
|-
+
| | Click on “'''ODF Text Document (.odt)”'''.
+
|| I will click on the '''ODF Text Document''' option to save my file.  
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 7a:'''
  
Do likewise on your machine.
+
'''Fiscal Year setup'''
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Fiscal Year setup'''
|| Click on '''Save''' button.
+
* When a new '''Company''' is created in '''FrontAccounting''', the '''Fiscal Year '''has to be set up correctly.
  
 +
* By default, '''FrontAccounting '''software shows the '''fiscal year''' from '''January to December '''
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 7b:'''
  
| | Click on the '''Save''' button at the top right corner of the dialog box.
+
'''Fiscal Year setup'''  
|-
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|  
| | '''Writer '''window
+
* This is not suitable for '''Companies''' and organisations in India.
| | We will be redirected back to the '''Writer''' window.
+
* We have to set up the''' fiscal year''' from 1<sup>st</sup> April to 31<sup>st</sup> March for that financial year.
|-
+
* This is as per '''Indian Accounting Standards'''.
| | Point to “'''Resume.odt'''” in the '''title bar'''.
+
|| Observe the change in the '''title bar '''now.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us switch back to the '''FrontAccounting''' interface.
  
It has changed to '''Resume.odt'''
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> '''Update''' button>>
|| Point to '''“Word 97-2003 (.doc)” '''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Scroll down and click on the '''Update''' button to save the entries.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the message
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see a message- '''Company setup has been updated.'''
  
Point to '''“Word 2007-365 (.docx)”'''
+
|-
|| Besides saving in '''dot odt''' format, we can also save our file in '''dot doc''' and in '''dot docx''' formats.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Come back to '''Frontaccounting'''  
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, we will change the '''Fiscal Year '''to the current '''Financial Year.'''  
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Setup '''tab of '''FrontAccounting.'''
  
Files with these formats can be opened later in '''MS Word '''application.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point >> '''Fiscal Years icon'''  
| |
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Fiscal Years''' link.
| | Now, we will save the same file as a '''docx '''file.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>>'''Fiscal Year icon'''  
| | Click on '''File >> Save as'''  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see that, by default the '''Fiscal Year '''begins from '''01 January 2018 '''to '''31 December 2018.'''  
| | Go to '''File menu '''in the '''menu bar''' and then click on the '''Save As''' option.
+
|-
+
|| '''Save As''' dialog box >> click on '''File type '''drop-down
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| narration
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| So first, we will create a dummy period for 3 months from '''01 January 2019 '''to '''31 March 2019'''.
  
Scroll down and select '''Word 2007 - 365(.docx)'''
+
|-
|| In the '''Save As''' dialog box, click on the '''File type '''drop-down at the bottom right corner.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 8:'''  
  
 +
'''Why dummy period?'''
  
Scroll down and select''' Word 2007 - 365 (.docx)'''
+
* the '''Fiscal year''' ie.1st January to 31st December
|-
+
* and the '''Financial year''' which is from 1st April to 31st March
| | Choose '''Desktop''' as location >> Click on '''Save '''button.
+
|| Again choose the same file location to save.
+
  
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| This is because we have to fill the gap between
  
Then click on the '''Save''' button at the top right corner of the dialog box.
+
* the '''Fiscal year''' ie.1st January to 31st December
|-
+
* and the '''Financial year''' which is from 1st April to 31st March
|| '''Confirm File Format '''dialog box opens
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 9: Important Note'''
  
 +
Show the image Sample_Fiscalyear.png (shared in the drive)
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| You may be in a different financial year when you are practising this tutorial.
  
 +
In that case, you have to set up the '''fiscal year''' for all the previous years upto the current financial year.
  
Put a check on''' “Ask when not saving in ODF format”'''.
+
A sample is shown here for your understanding.
|If we save the file in any other file format, '''Confirm File Format '''dialog box opens up.
+
  
Put a check on “'''Ask when not saving in ODF or default forma'''t” option.
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> '''Calendar''' icon to select the '''date'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| First, select the 3 months dummy period from '''01 January 2019 '''to '''31 March 2019'''.  
  
|-
+
Now, click on the '''Add New '''button.  
| | Click on''' Use Word 2007 - 365 Format'''
+
| | Then click on the '''Use Word 2007 - 365 Format''' button.
+
|-
+
| | '''Writer '''window
+
| | We will be redirected back to the '''Writer''' window.
+
|-
+
| | Point to “'''Resume.odt'''” in the '''title bar'''.
+
|| Observe the change in the '''title bar '''now.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the new row of '''dummy period'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the '''dummy period''' is created.
  
It has changed to '''Resume.docx'''
+
A message appears - “'''New Fiscal year has been added”'''.
|-
+
||
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type '''1 April 2016 to 31 March 2017.'''
  
 +
Click on the '''Add new''' button
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Then, we can see the current '''financial year''' is from '''1 April 2019 to 31 March 2020.'''
  
Point to '''“Export Directly as PDF”'''.
+
Keep the '''“Is closed” '''option to '''“No”''' as we will be using the current financial year for accounting purposes.
|| The file can also be exported to '''PDF''' format.
+
  
 +
Again, click on the '''Add new '''button.
  
Click on the '''Export Directly as PDF''' icon in the '''Standard toolbar'''.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >> '''Financial Year field'''>>
|| Highlight '''Filename''' field, highlight left panel locations, highlight '''Save''' button.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Here, you can see the '''Financial Year''' has been created.  
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to first row
  
'''DO NOT CLICK Save button.'''
+
Point to second row
| | Type a '''filename''', choose a location and click on the '''Save '''button at the top right.
+
|-
+
| | Click on '''Cancel '''button
+
| | I will click on '''Cancel''' and show another way of saving the document in '''PDF''' format.
+
|-
+
| | Click on '''File menu>>Export As>>Export as PDF'''
+
|| Click on the '''File''' '''menu''' in the '''menu bar '''and select '''Export As''' sub-menu option.
+
  
 +
Click on '''Edit icon''', in the '''Is Closed '''drop down menu, select '''Yes.'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the '''fiscal year''' from 1st January 2018 to 31st December 2018 as closed.
  
Then click on the '''Export as PDF''' option.
+
We have created the dummy period from 1<sup>st</sup> January 2019 to 31st March 2019.
|-
+
|| Point to''' PDF Option '''dialog box
+
  
 +
We will change the '''Is Closed''' option to '''Yes.'''
  
 +
Click on '''Edit icon.'''
  
 +
In the '''Is Closed '''drop down menu, select '''Yes.'''
  
 +
Repeat the same steps to close all the previous financial years if they are not required.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click '''Update''' button.
  
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on '''Update''' button.
  
 +
A message appears - “'''Selected fiscal year has been updated”'''
  
 +
Likewise you can use the '''Edit''' button to make changes.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to X sign
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The''' cross (X) sign''' is for deleting the year.
  
Click on '''Export''' button
+
Right now, we will not delete any rows.  
|| '''PDF options''' dialog box opens up.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''narration'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, we need to update these changes in the '''Company setup'''.
  
In this dialog box, we will see various settings to customize the '''PDF''' option.
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click '''Setup''' tab >>'''Company setup icon'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Setup '''tab.
  
 +
Then click on the '''Company Setup '''link.
  
Keep the default settings as it is and click on the '''Export''' button at the bottom.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click '''Fiscal year''' Drop down box >> Current Financial year.
| | Click on '''Desktop '''location >> click on '''Save''' button
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Fiscal year''' field, click on the drop-down menu.
|| Type a '''filename''', choose a location and click on the '''Save '''button at the top right.
+
  
 +
Select the '''current Financial Year as 1<sup>st</sup> April 2019 '''to '''31<sup>st</sup> March 2020 '''which is shown as''' active.'''
  
A '''pdf '''file will be created in the selected location.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to Login timeout
| | Click on File >> Save As>> File type drop-down >> Point to '''Rich Text (.rtf)'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Scroll down and go to '''Login Timeout''' option.
| | Another popular extension which opens in most applications, is '''dot rtf,''' the '''Rich Text Format.'''
+
|-  
+
| | Point to '''“HTML”'''
+
|| We can save the file in '''dot html''' format also, which is a '''web page format'''.
+
  
 +
We will increase to 6 lakh seconds so that frequent '''logout''' or '''timeout''' can be avoided.
  
This is done in the same way as explained above.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click '''>> Update button'''  
| | File type drop-down >> Scroll down and select “'''HTML Document writer .html'''
+
|| In the '''File type '''drop-down, scroll down and select''' HTML Document (Writer)(.html).'''
+
  
 +
'''Highlight '''the message.
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Update''' button.
  
This option gives the '''dot html''' extension to the document.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|
| | Choose '''Desktop''' as location >> Click on '''Save '''button.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next we will setup '''User Accounts.'''
|| Again choose the same file location to save.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again click on the '''Setup '''tab.
  
Now click on the '''Save''' button at the top right corner of the dialog box.
+
|-
|-
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> '''User Accounts Setup>>''' icon
|| '''Confirm File Format '''dialog box opens
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''User Accounts Setup '''link.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the '''User login field'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the '''admin user login''' information such as
  
 +
* '''Full Name '''
 +
* '''Email'''
 +
* '''Access Level, etc.'''
  
 +
Recall this information was entered during the installation. Let us create a new '''user login.'''
  
Put a check on''' “Ask when not saving in ODF format”'''.
+
|-
|| The '''Confirm File Format '''dialog box opens.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the details
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| I have typed the new user details as shown here.
  
 +
Likewise, enter your new user details.
  
Put a check on “'''Ask when not saving in ODF or default forma'''t” option.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point >> '''Access Level>>Sub Admin'''  
| | Click on “'''Use HTML Document (Writer) Format'''”.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In '''Access Level field''', click on the drop-down menu and select '''Sub Admin.'''  
| | Then click on the '''Use HTML Document (Writer) Format''' button.
+
|-  
+
| | Point to '''title bar.'''
+
|| We see that the file gets saved with '''dot html''' extension.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point>>'''language'''>>
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Language field''', by default, the drop-down menu option is '''English.'''
  
This format is used when we want to show our '''document''' as a''' web page.'''
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >> '''User's POS>>'''  
  
 +
Point to '''Default'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Here, '''POS''' means '''Point of Sale'''.
  
It can be opened in any '''web browser'''.
+
We will keep the '''Default''' option.  
|-
+
| | Click on '''File'''>>'''Close'''
+
| | Let's close this document by clicking on the '''File menu''' in the '''menu bar '''and then '''Close.'''
+
|-
+
| | Only Narration
+
|| Next, we will learn how to open an existing document in '''LibreOffice Writer.'''
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >>'''Printing option'''>>
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In '''Printing option '''drop-down menu, keep the default option '''Browser printing support.'''
  
Let's open the document '''Resume.odt'''
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >>'''Use popup window for reports'''>>
|| Click on '''Open File'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next, by default, the checkbox is checked for '''popup''' window for the '''reports '''option.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on '''Add new''' button
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Add new''' button.
  
  
 +
We can see the message- ‘'''A new user has been added’.'''
  
File browser dialog box opens >> browse location
+
|-
|| Click on the '''Open File''' '''menu''' on the left of the '''LibreOffice''' interface.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the '''new user''' below the '''admin'''.
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can also see that the new '''user''' is added in the panel below the '''admin.'''
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again, click on the '''Setup '''tab.
  
The file browser dialog box opens up.
+
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> '''Access setup icon'''>>
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next, let us see '''Access setup'''.
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>>'''Role'''>> drop down menu
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Role''' drop-down menu and select '''Sub Admin.'''
  
Go to the location where our file is saved.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the >> '''Access level field>> sub-admin'''  
| | Choose '''Resume.odt''' '''>> '''click on the '''Open''' button
+
|| Now in the list of filenames that appears, choose '''Resume.odt'''  
+
  
 +
Scroll down to show the access permission
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the default '''access''' given for a '''Sub Admin '''to use.
  
Then click on the '''Open''' button at the top right corner.
+
Scroll down.  
  
 +
We can see the permissions available for the '''Sub Admin.'''
  
The file '''Resume.odt''' opens in the '''Writer '''window.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to available '''field'''  
| | Only Narration
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| You can also check or uncheck the boxes as required for the '''Sub Admin''' to use.  
| | Likewise, we can also open files with '''dot doc''' and '''dot docx''' extensions in '''Writer.'''
+
|-  
+
| | Only Narration
+
| | Next we will see how to modify a file and save it under the same filename.
+
|-  
+
| | Select word '''RESUME''' by clicking on the''' '''left''' mouse button '''and then dragging it along the text.  
+
|| So, first let us select the word '''RESUME. '''
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >> '''Save Role''' button>>
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Then click on '''Save Role''' button.
  
To do so click the''' '''left''' mouse button '''and then drag it along the text.
+
A message appears as “'''Security role has been updated”.'''  
  
 +
Likewise, you can create several '''users''' as per your requirement and give the required permissions.
  
This will select the text and highlight it.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Setup icon'''  
| | Release the left '''mouse button.'''
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Again, click on the '''Setup '''tab and then on '''Display Setup '''link.
|| Now release the left '''mouse button.'''
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >>'''Display Setup '''>> icon
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Display Setup''' is used to change the
  
The text should still be highlighted.
+
* '''Decimal Places''',  
|-
+
* '''Date format and Separators '''
| | Point to and click on '''Bold''' icon
+
* and other '''parameters.'''
|| Now, click on the '''Bold''' icon in the '''Formatting''' '''bar'''.
+
  
The text thus becomes '''bold.'''
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point >>'''Decimal Places'''>>
| | Only Narration
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the number of '''Decimal Places''' for
| | Next, let us align the word '''RESUME''' to the centre of the page.
+
|-  
+
| | Only Narration
+
| | If you have resized your '''LibreOffice''' window, some of the '''icons '''may not be visible.
+
|-
+
||
+
  
Click on Double arrow icon
+
* '''Prices/amounts'''  
| | In that case, click on the double arrow icon at the end of the '''toolbars '''to see the hidden '''icons.'''
+
* '''Quantities'''  
|-
+
* '''Exchange rate and '''
| | Click on Align Centre icon
+
* '''Percentages'''  
| | Click on the '''Align Center''' icon in the '''Formatting''' '''bar.'''
+
|-
+
| | Point to text
+
| | We see that the text gets aligned to the center of the page.
+
|-
+
| | Only Narration
+
| | Now, let us increase the''' font size '''of the text.
+
|-
+
| | Click on '''Font Size''' down-arrow
+
| | So, click on the down-arrow in the '''Font Size''' field in the '''Formatting bar.'''
+
|-
+
| | Select 14
+
|| In the drop-down, let us select '''14.'''
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point>> '''Date Format and Separators'''>>
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can change the '''Date format and Separators''' by selecting the drop-down menu.
  
The '''font size''' of the text increases to '''14'''.
+
We will change the '''Date format''' to '''DDMMYYYY'''.
|-
+
||
+
  
Click '''Font Name '''down-arrow
+
|-
|| Next, let us change the '''Font''' we are using.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point >>'''Miscellaneous '''>>
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see various '''Miscellaneous Settings''' also.  
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to >> '''Update button'''>>
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Update''' button to save the changes.
  
Click on the down-arrow in the '''Font Name''' field in the '''Formatting toolbar.'''
+
We can see a message “'''Display settings have been updated”.'''  
|-
+
| | Select '''Undotum '''
+
|| In the drop-down, let us select '''Undotum'''.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the new date format
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now we will check the '''fiscal year''' date format.
  
The '''font name '''of the text has changed to '''Undotum'''.
+
Go to the'''Setup tab'''.
|-
+
| | Press '''Ctrl + S''' keys
+
|| Let us now save the changes that we have made.
+
  
 +
Under '''Company Setup''' panel, click on '''Fiscal Years '''link.
  
To do so, press '''Ctrl + S''' keys together.
+
We can see the '''date format''' has been changed to '''DDMMYYYY''' format.
|-
+
| | Point to the '''Title Toolba'''r
+
| | The file gets saved with the same filename even after the modification is done.
+
|-
+
| | Click on '''File''' >> '''Close'''
+
|| Let's close the document now.
+
  
 +
Recall, initially when we added the '''fiscal year''' it was '''MMDDYYYY''' format.
  
Click on the '''File''' menu in the '''menu bar '''and then click on the '''Close''' option.
+
|-
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|  
| | Only Narration
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| This brings us to the end of this tutorial. Let us summarize.  
|| This brings us to the end of this spoken tutorial.
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 10:'''
  
Let us summarize.
+
'''Summary'''
|-  
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In this tutorial, we learnt about
| | Slide: Summary
+
|| In this tutorial, we learnt:
+
* About '''LibreOffice Writer'''
+
* Various '''toolbars'''
+
* How to open a new and an existing document
+
* How to save and close a document in '''Writer'''
+
* How to save as '''MS Word '''document
+
* How to export as a '''PDF '''document
+
  
|-
+
* '''FrontAccounting''' interface and
| | Slide: Assignment
+
* Various modules in the '''Setup''' tab
|| As an assignment
+
* Open a new document in '''Writer'''
+
* Save it under the name '''practice.odt'''
+
* Type the text “'''This is my first assignment”'''
+
  
* Underline the text.
+
Also, we have learnt how to:  
* Increase the '''Font size''' to 16.
+
* Save and close the file.
+
 
+
|-
+
| | '''Slide: '''About Spoken Tutorial Project
+
|
+
* The video at the following link summarises the Spoken Tutorial project.
+
* Please download and watch it.
+
  
 +
* Create our own organisation or '''Company'''
 +
* Setup '''user accounts'''
 +
* Setup '''access'''  permissions and
 +
* Setup display
 
|-
 
|-
| | '''Slide:''' Spoken tutorial workshops
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 11:'''
|
+
* We conduct workshops using '''spoken''' '''tutorials''' and give certificates.
+
* For more details, please write to us.
+
  
 +
'''Assignment'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| As an assignment,
 +
 +
* Add a new '''user''' using '''User Accounts Setup'''
 +
* Give '''Access Level''' as an '''Accountant'''
 
|-
 
|-
| | '''Slide:'''Answers for THIS Spoken Tutorial
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 12:'''
|
+
* Do you have questions in THIS Spoken Tutorial?
+
* Please visit this site
+
* Choose the minute and second where you have the question
+
* Explain your question briefly
+
* The Spoken Tutorial project team will ensure an answer
+
* You will have to register on this website to ask questions.
+
  
 +
'''Acknowledgement'''
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|
 +
* The video at the following link summarises the Spoken Tutorial project.
 +
* Please download and watch it
 
|-
 
|-
| | '''Slide: '''Forum for specific Questions
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 13:
|
+
 
* The Spoken Tutorial forum is for specific questions on this tutorial.
+
About workshops
* Please do not post unrelated and general questions on them.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
* This will help reduce the clutter.
+
 
* With less clutter, we can use these discussions as instructional material.
+
For more details, please write to us.  
  
 
|-
 
|-
| | '''Slide: '''Acknowledgement
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 14:
|  | The''' Spoken''' '''Tutorial''' project is funded by '''MHRD''', Govt. of India.
+
  
|-
+
Forum for specific questions:
| | Slide: Thank you
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.079cm;padding-right:0.191cm;"| Please post your timed queries in this forum.
|| This tutorial was originally contributed by DesiCrew Solutions Pvt. Ltd. in 2011
+
  
 +
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Slide 15:'''
  
This is Pratik Kamble along with Spoken Tutorial team from '''IIT Bombay''' signing off.  
+
Acknowledgement
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
 +
 
 +
More information on this mission is available at this link.
  
Thank you for watching.
 
 
|-
 
|-
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|
 +
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The script and video has been contributed by Spoken Tutorial team. This is Pratik kamble signing off. Thanks for joining.
 +
 
|}
 
|}

Latest revision as of 15:08, 2 July 2020

Visual Cue
Narration
Slide 1:

Title Slide

Welcome to the spoken tutorial on Setup in FrontAccounting.
Slide 2:

Learning Objectives

In this tutorial, we will learn:
  • FrontAccounting interface
  • Various modules in the Setup tab

Also, we will learn how to:

  • Create our own organization or Company
  • Setup user accounts
  • Setup access permissions and
  • Setup display
Slide 3:

System Requirement

To record this tutorial, I am using
  • Ubuntu Linux OS version 16.04
  • FrontAccounting version 2.4.7
Slide 4:

Pre -requisites

To follow this tutorial you should have
  • Knowledge of higher secondary commerce and
  • Knowledge of Accounting.
Slide 5:

Start XAMPP service

Start the XAMPP services before you begin working on FrontAccounting interface.
Narration Let us open the FrontAccounting interface.
Click on browser >>localhost/account >> Press Enter Open the browser and type localhost slash account and press Enter.
Enter Username and Password >>

Click on login

The login page appears.

Recall that during installation, we had created the admin user.

Type the username as admin and password as spoken.

Then click on the Login button.

The FrontAccounting window opens.
Point to options of FrontAccounting Interface Standard modules have been provided in FrontAccounting.
Point to the options as per the narration We will learn about
  • Sales
  • Purchases
  • Items and Inventory
  • Banking and General Ledger and
  • Setup

modules in the upcoming tutorials.

Narration Let us start with the Setup tab in FrontAccounting.
Point to Setup tab >> click on it Click on the Setup tab.

This module is used for Company Setting.

Click >> Company Setup link Let us create a new organisation or Company by clicking on the Company Setup link.
Point to >>Name field

Point >>'ST COMPANY PVT. LTD'>>

In the Name field, by default, we can see the name of the company - 'ST Company Pvt Ltd'.

This is because we had given this name during installation.

However, you can change the name based on how you want it to appear in the reports.

I will keep the same name.

Scroll down.

Click on Home currency field In the Home currency field, click on the dropdown menu.

A list of options will appear.

Continue on Home currency field But Indian Rupees is not available in the list.

Since our company is in India, we will setup the home currency to Indian Rupees.

Let us learn how to add a new currency to the list here.
Click on the Banking and General Ledger Click on the Banking and General Ledger tab in the top menu.
In the Maintenance panel, click on Currencies. In the Maintenance panel, click on Currencies link.

A new window appears.

Type 'INR' in the Currency Abbreviation 'Rs' in the Currency Symbol field.

Currency Name field type 'Indian Rupees'.

Type 'INR' in the Currency Abbreviation field and 'Rs' in the Currency Symbol field.

In the Currency Name field, type 'Indian Rupees'.

In the Hundredths Name field, type ‘Paise’ and in the Country field type 'India'.

click on 'Add new' button. Now click on 'Add new' button at the bottom of the window.

We can see a success message- 'New currency has been added'.

click on Setup >> Company setup Let us go back to the Company setup page.

For this, click on the Setup tab in the top menu and then on Company Setup link.

Click>> Address field

A-123, Highway Industrial Estate,

Andheri, Link Road, Sakinaka, Andheri(E) Mumbai - 400072

Click>> Domicile field >> India

Click>> Phone no field >>

022 25764279

Click>> E- mail Address field>>

accounting@spoken-tutorial.com

Type

37AAAPP2678Q1ZP in the Company GSTNo

Next, type the
  • Company’s address,
  • Domicile
  • Phone no,
  • Email address and
  • Company GST number

in the respective fields as shown here.

Click on the Home Currency and select Indian Rupees Now, click on the Home Currency drop-down box.

Select ' Indian Rupees'.

Narration

Point to the fiscal year

Next we will learn about fiscal year.

By default the previous financial year, i,e 1st January to 31st December 2018 is shown as closed.

At the time of recording this tutorial, the date is as shown on the screen.

It may differ when you are practicing.

Text on screen for date format Note that the date format is in MMDDYYYY.
Slide 6:

What is Fiscal year?

What is Fiscal year?
  • It is a period that a Company uses for accounting purposes and preparing financial statements.
  • It varies across countries.
Slide 7a:

Fiscal Year setup

Fiscal Year setup
  • When a new Company is created in FrontAccounting, the Fiscal Year has to be set up correctly.
  • By default, FrontAccounting software shows the fiscal year from January to December
Slide 7b:

Fiscal Year setup

  • This is not suitable for Companies and organisations in India.
  • We have to set up the fiscal year from 1st April to 31st March for that financial year.
  • This is as per Indian Accounting Standards.
Let us switch back to the FrontAccounting interface.
Click >> Update button>> Scroll down and click on the Update button to save the entries.
Point to the message We can see a message- Company setup has been updated.
Come back to Frontaccounting Now, we will change the Fiscal Year to the current Financial Year.
Point to Setup icon Click on the Setup tab of FrontAccounting.
Point >> Fiscal Years icon Click on the Fiscal Years link.
Click>>Fiscal Year icon We can see that, by default the Fiscal Year begins from 01 January 2018 to 31 December 2018.
narration So first, we will create a dummy period for 3 months from 01 January 2019 to 31 March 2019.
Slide 8:

Why dummy period?

  • the Fiscal year ie.1st January to 31st December
  • and the Financial year which is from 1st April to 31st March
This is because we have to fill the gap between
  • the Fiscal year ie.1st January to 31st December
  • and the Financial year which is from 1st April to 31st March
Slide 9: Important Note

Show the image Sample_Fiscalyear.png (shared in the drive)

You may be in a different financial year when you are practising this tutorial.

In that case, you have to set up the fiscal year for all the previous years upto the current financial year.

A sample is shown here for your understanding.

Click >> Calendar icon to select the date First, select the 3 months dummy period from 01 January 2019 to 31 March 2019.

Now, click on the Add New button.

Point to the new row of dummy period We can see the dummy period is created.

A message appears - “New Fiscal year has been added”.

Type 1 April 2016 to 31 March 2017.

Click on the Add new button

Then, we can see the current financial year is from 1 April 2019 to 31 March 2020.

Keep the “Is closed” option to “No” as we will be using the current financial year for accounting purposes.

Again, click on the Add new button.

Point to >> Financial Year field>> Here, you can see the Financial Year has been created.
Point to first row

Point to second row

Click on Edit icon, in the Is Closed drop down menu, select Yes.

We can see the fiscal year from 1st January 2018 to 31st December 2018 as closed.

We have created the dummy period from 1st January 2019 to 31st March 2019.

We will change the Is Closed option to Yes.

Click on Edit icon.

In the Is Closed drop down menu, select Yes.

Repeat the same steps to close all the previous financial years if they are not required.

Click Update button. Click on Update button.

A message appears - “Selected fiscal year has been updated”

Likewise you can use the Edit button to make changes.

Point to X sign The cross (X) sign is for deleting the year.

Right now, we will not delete any rows.

narration Now, we need to update these changes in the Company setup.
Click Setup tab >>Company setup icon Click on the Setup tab.

Then click on the Company Setup link.

Click Fiscal year Drop down box >> Current Financial year. In the Fiscal year field, click on the drop-down menu.

Select the current Financial Year as 1st April 2019 to 31st March 2020 which is shown as active.

Point to Login timeout Scroll down and go to Login Timeout option.

We will increase to 6 lakh seconds so that frequent logout or timeout can be avoided.

Click >> Update button

Highlight the message.

Click on the Update button.
Next we will setup User Accounts.
Point to Setup icon Again click on the Setup tab.
Click>> User Accounts Setup>> icon Click on the User Accounts Setup link.
Point to the User login field We can see the admin user login information such as
  • Full Name
  • Email
  • Access Level, etc.

Recall this information was entered during the installation. Let us create a new user login.

Point to the details I have typed the new user details as shown here.

Likewise, enter your new user details.

Point >> Access Level>>Sub Admin In Access Level field, click on the drop-down menu and select Sub Admin.
Point>>language>> In the Language field, by default, the drop-down menu option is English.
Point to >> User's POS>>

Point to Default

Here, POS means Point of Sale.

We will keep the Default option.

Point to >>Printing option>> In Printing option drop-down menu, keep the default option Browser printing support.
Point to >>Use popup window for reports>> Next, by default, the checkbox is checked for popup window for the reports option.
Click on Add new button Click on the Add new button.


We can see the message- ‘A new user has been added’.

Point to the new user below the admin. We can also see that the new user is added in the panel below the admin.
Point to Setup icon Again, click on the Setup tab.
Click>> Access setup icon>> Next, let us see Access setup.
Click>>Role>> drop down menu Click on the Role drop-down menu and select Sub Admin.
Point to the >> Access level field>> sub-admin

Scroll down to show the access permission

We can see the default access given for a Sub Admin to use.

Scroll down.

We can see the permissions available for the Sub Admin.

Point to available field You can also check or uncheck the boxes as required for the Sub Admin to use.
Point to >> Save Role button>> Then click on Save Role button.

A message appears as “Security role has been updated”.

Likewise, you can create several users as per your requirement and give the required permissions.

Point to Setup icon Again, click on the Setup tab and then on Display Setup link.
Click >>Display Setup >> icon Display Setup is used to change the
  • Decimal Places,
  • Date format and Separators
  • and other parameters.
Point >>Decimal Places>> We can see the number of Decimal Places for
  • Prices/amounts
  • Quantities
  • Exchange rate and
  • Percentages
Point>> Date Format and Separators>> We can change the Date format and Separators by selecting the drop-down menu.

We will change the Date format to DDMMYYYY.

Point >>Miscellaneous >> We can see various Miscellaneous Settings also.
Point to >> Update button>> Click on the Update button to save the changes.

We can see a message “Display settings have been updated”.

Point to the new date format Now we will check the fiscal year date format.

Go to theSetup tab.

Under Company Setup panel, click on Fiscal Years link.

We can see the date format has been changed to DDMMYYYY format.

Recall, initially when we added the fiscal year it was MMDDYYYY format.

This brings us to the end of this tutorial. Let us summarize.
Slide 10:

Summary

In this tutorial, we learnt about
  • FrontAccounting interface and
  • Various modules in the Setup tab

Also, we have learnt how to:

  • Create our own organisation or Company
  • Setup user accounts
  • Setup access permissions and
  • Setup display
Slide 11:

Assignment

As an assignment,
  • Add a new user using User Accounts Setup
  • Give Access Level as an Accountant
Slide 12:

Acknowledgement

  • The video at the following link summarises the Spoken Tutorial project.
  • Please download and watch it
Slide 13:

About workshops

The Spoken Tutorial Project Team conducts workshops and gives certificates.

For more details, please write to us.

Slide 14:

Forum for specific questions:

Please post your timed queries in this forum.
Slide 15:

Acknowledgement

Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

The script and video has been contributed by Spoken Tutorial team. This is Pratik kamble signing off. Thanks for joining.

Contributors and Content Editors

Nancyvarkey, Nirmala Venkat, Pratik kamble