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

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'''Title of the Script : Setup in FrontAccounting'''
 
  
−
'''Author: Sheetal Prabhu'''
 
−
 
−
'''Keywords: Setup, Company Setup, User access, fiscal year, Display Setup'''
 
 
{| style="border-spacing:0;"
 
{| style="border-spacing:0;"
 
| style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Visual Cue'''</center>
 
| style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Visual Cue'''</center>
Line 9: Line 5:
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 1'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 1'''  
  
−
'''Title Slide'''
+
'''Title Slide'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Hello everyone
+
| style="border:1pt solid #000000;padding:0.097cm;"| Hello everyone .Welcome to this tutorial on '''Set Up FrontAccounting'''.  
−
 
+
−
Welcome to this tutorial on ''' Set Up FrontAccounting'''.
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 2'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 2'''  
  
−
'''Learning Objectives'''
+
'''Learning Objectives'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn:
+
| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn:  
  
−
* '''FrontAccounting''' interface
+
* '''FrontAccounting''' interface  
−
* Various modules in the '''Setup''' tab
+
* Various modules in the '''Setup''' tab  
  
−
Also, we will learn how to:
+
Also, we will learn how to:  
  
−
* Create our own Organization/ Company
+
* Create our own Organization or Company  
−
* Setup user '''account'''s
+
* Setup user '''account'''s  
−
* Setup access permissions and
+
* Setup access permissions and  
 
* Setup display  
 
* Setup display  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 3'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 3'''  
  
−
'''System Requirements'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| To record this tutorial, I am using
  
−
* '''Ubuntu Linux OS''' Version 14.10
+
* '''Ubuntu Linux '''OS version 14.04  
−
* '''FrontAccounting''' Version 2.3.24
+
* '''FrontAccounting''' version 2.3.24  
−
 
+
−
| style="border:1pt solid #000000;padding:0.097cm;"| To record this tutorial, I am using
+
−
 
+
−
* '''Ubuntu Linux '''OS version 14.04
+
−
* '''FrontAccounting''' version 2.3.24
+
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 4'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 4'''  
  
−
'''Pre -requisites'''
+
'''Pre -requisites'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| To follow this tutorial you should have
+
| style="border:1pt solid #000000;padding:0.097cm;"| To follow this tutorial you should have  
  
−
* Knowledge of higher secondary commerce and
+
* Knowledge of higher secondary commerce and  
−
* Knowledge of Accounting.
+
* Knowledge of Accounting.  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start by opening the '''FrontAccounting '''interface'''.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start by opening the '''FrontAccounting '''interface'''.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on''' browser''' >>'''localhost/account''' >> Press Enter
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''browser''' >>'''localhost/account''' >> Press Enter  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the browser, type''' localhost/account'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the browser, type '''localhost slash account''' and press '''Enter.'''  
−
 
+
−
and press '''Enter.'''
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Enter''' Username and Password''' >>''' '''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Enter '''Username and Password''' >>  
  
−
Click on '''login'''
+
Click on '''login'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| The '''login '''page appears.
+
| style="border:1pt solid #000000;padding:0.097cm;"| The '''login '''page appears.  
  
−
Recall that during installation, we had created '''admin''' user.
+
Recall that during installation, we had created '''admin''' user.  
  
−
So, here type username as''' admin '''and password as''' spoken.'''
+
So, here type username as '''admin '''and password as '''spoken.'''  
  
−
Then click on '''Login '''button.
+
Then click on '''Login '''button.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to>>''' FrontAccounting''' >> window
+
| style="border:1pt solid #000000;padding:0.097cm;"|  
−
| style="border:1pt solid #000000;padding:0.097cm;"| The''' FrontAccounting''' window opens.
+
| style="border:1pt solid #000000;padding:0.097cm;"| The '''FrontAccounting''' window opens.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Point to''' options of '''Front Accounting '''Interface
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Point to''' options of '''Front Accounting '''Interface  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Standard modules have been provided in '''FrontAccounting.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Standard modules have been provided in '''FrontAccounting.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''options''' as per the narration
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''options''' as per the narration  
−
| style="border:1pt solid #000000;padding:0.097cm;"| The various modules are:
+
| style="border:1pt solid #000000;padding:0.097cm;"| The various modules are:  
  
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* '''Sales'''
+
* '''Sales'''  
−
* '''Purchases'''
+
* '''Purchases'''  
−
* '''Items and Inventory'''
+
* '''Items and Inventory'''  
−
* '''Manufacturing'''
+
* '''Manufacturing'''  
−
* '''Dimensions'''
+
* '''Dimensions'''  
−
* '''Banking and General Ledger '''and
+
* '''Banking and General Ledger '''and  
−
* '''Setup '''<br/>
+
* '''Setup '''
  
−
We will learn about all these modules in the upcoming tutorial.
+
We will learn about all these modules in the upcoming tutorial.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start with the''' setup tab''' in '''FrontAccounting'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start with the '''Setup tab''' in '''FrontAccounting'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to''' Setup Icon>> click on it'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup Icon>> click on it'''
 +
| style="border:1pt solid #000000;padding:0.097cm;"| The '''setup tab''' is used for '''Company Setting.'''  
  
−
| style="border:1pt solid #000000;padding:0.097cm;"| The''' setup tab''' is used for '''Company Setting.'''
+
'''Parameters, default values '''and '''preferences '''are entered in this option.  
−
'''Parameters, default values '''and '''preferences '''are entered in this option.
+
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click>> '''Setup''' tab>>
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding-top:0cm;padding-bottom:0.097cm;padding-left:0.097cm;padding-right:0.097cm;"| Click>> '''Setup''' tab>>  
−
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click on the '''Setup''' tab
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding-top:0cm;padding-bottom:0.097cm;padding-left:0.097cm;padding-right:0.097cm;"| Click on the '''Setup''' tab.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to''' Setup tab'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup tab'''  
  
−
* '''Company Setup'''
+
* '''Company Setup'''  
−
* '''User Accounts setup'''
+
* '''User Accounts setup'''  
−
* '''Access setup'''
+
* '''Access setup'''  
−
* '''Display Setup'''
+
* '''Display Setup'''  
−
* '''Fiscal Year'''
+
* '''Fiscal Year'''  
  
 +
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the default icons which have to be filled, to '''Setup''' a company. They are :
  
−
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the default icons which have to be filled, to '''Setup''' a company as:
+
* '''Company Setup'''
 +
* '''User Accounts setup'''
 +
* '''Access setup'''
 +
* '''Display Setup'''
 +
* '''Fiscal Years'''
 +
|-
 +
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Company Setup icon'''  
 +
| style="border:1pt solid #000000;padding:0.097cm;"| Let us create a New Organisation or Company by '''clicking''' on the '''Company Setup icon.'''
  
−
* '''Company Setup'''
 
−
* '''User Accounts setup'''
 
−
* '''Access setup'''
 
−
* '''Display Setup'''
 
−
* '''Fiscal Years'''
 
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Company Setup icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Name '''field
−
| style="border:1pt solid #000000;padding:0.097cm;"| Let us create a New Organisation/Company by '''clicking''' on the''' Company Setup icon.'''
+
 
 +
Point '''>>'ST COMPANY PVT. LTD'>>'''  
 +
| style="border:1pt solid #000000;padding:0.097cm;"| 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.
 +
 
 +
But here you can also change the name based on how you want it to appear in the reports.
 +
 
 +
I will keep the same name.
 +
 
 +
Scroll down.
 +
 
 +
Since my company is in India, I will setup the home currency to Rupees.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Name '''field
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|  
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| We will be using this information later in this tutorial.
  
−
Point''' >>'ST COMPANY PVT. LTD'>>'''
+
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the''' Name '''field''',''' by default, we can see the name of the company ''''ST COMPANY PVT. LTD'.'''
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| In the '''Home currency '''field, click on the dropdown menu.  
  
−
This is because we had given this name during installation.
+
A list of options will appear.
  
−
But here you can also change the name based on how you want it to appear in the reports.
+
But '''Rupees''' is not avialable in the list.
  
−
I will keep the same name''' '''
+
|-
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Let us see how to add a new currency to the list here.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Address''' field
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Address''' field, I will type
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click on the '''Banking and General Ledger link i'''n the top menu.
  
−
'''A-123, Highway Industrial Estate,'''
+
|-
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| In the '''Maintenance''' panel, click on '''Currencies.'''
 +
A new window appears.
  
−
'''Andheri Link Road, Sakinaka, Andheri (E)'''
+
|-
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Type ''''INR'''' in the '''Currency Abbreviation '''field and ''''Rs'''' in the '''Currency Symbol''' field.
  
−
'''400072.'''
+
In the '''Currency Name '''field, enter ''''Rupees''''.
  
−
You have to give your company’s address.
+
In the '''Hundredths Name''' field, enter ''''Hundred'''' and in the '''Country''' field enter ''''India''''.
 +
 
 +
Now click on ''''Add new'''' button.
 +
 
 +
We can see a message ''''New currency has been added'.'''
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Phone no '''field >>
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Phone No.''' field,
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Let us go back to the company setup page.
  
−
Once again, you have to give your company’s phone number.
+
For this click on S'''etup''' in the top menu and then on '''Company setup''' icon.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' E- mail Address '''field>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Address''' field  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''E-mail address '''field, give your company’s official email-id.
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Address''' field,  
  
−
I will type [mailto:org accounting@spoken-tutorial.org]
+
You have to give your company’s address.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Home Currency '''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Phone no '''field >>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Home currency '''field, click on the dropdown menu.
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Phone No.''' field,  
  
−
A list of options will appear. I will select''' Rupee.'''
+
Once again, you have to give your company’s phone number.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''E- mail Address '''field>>
−
| style="border:1pt solid #000000;padding:0.097cm;"| Now I’ll do the setup of '''fiscal''' '''year'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''E-mail address '''field, give your company’s official email-id.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 5'''
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|  
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click on the '''Home Currency '''Drop down box. We can now see ''''Rupees'''' in the list. Select ''''Rupees''''.
  
−
'''Fiscal Year setup'''
+
|-
 +
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
 +
| style="border:1pt solid #000000;padding:0.097cm;"| Now I’ll do the setup of '''fiscal''' '''year'''.
 +
 
 +
|-
 +
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 5'''  
  
−
| style="border:1pt solid #000000;padding:0.097cm;"| When you create a new '''Company''', you should check that the '''Fiscal Year '''is set up correctly
+
'''Fiscal Year setup'''
 +
| style="border:1pt solid #000000;padding:0.097cm;"| When you create a new '''Company''', you should check that the '''Fiscal Year '''is set up correctly  
  
−
By default, '''FrontAccounting '''software shows the fiscal year from '''January to December.'''
+
By default, '''FrontAccounting '''software shows the fiscal year from '''January to December.'''  
  
−
This is not suitable for Companies and Organisation in India.
+
This is not suitable for Companies and Organisation in India.  
  
−
So here, we can create our own '''financial year,''' which is from '''April to March'''.
+
So here, we can create our own '''financial year,''' which is from '''April to March'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Update''' button>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Update''' button>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Update''' button to save the entries.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Update''' button to save the entries.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Come back to '''Frontaccounting'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Come back to '''Frontaccounting'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Let us change the '''Fiscal Year '''to '''Financial Year.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Let us change the '''Fiscal Year '''to '''Financial Year.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Setup '''tab''' '''of''' FrontAccounting.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Setup '''tab of '''FrontAccounting.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''Fiscal Years icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''Fiscal Years icon'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on to the '''Fiscal Years''' icon.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on to the '''Fiscal Years''' icon.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>'''Fiscal Year icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>'''Fiscal Year icon'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| You can see that, by default, the '''Fiscal year '''begins from '''01 January 2015 '''to '''31 December 2015.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| You can see that, the '''Fiscal year '''begins from '''01 January 2015 '''to '''31 December 2015.'''  
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Type '''01 January 2016 '''to '''31 March 2016'''.  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Type '''01 January 2016 '''to '''31 March 2016'''.  
−
 
 
| style="border:1pt solid #000000;padding:0.097cm;"| First, I will create a dummy period for 3 months from '''01 January 2016 '''to '''31 March 2016'''.  
 
| style="border:1pt solid #000000;padding:0.097cm;"| First, I will create a dummy period for 3 months from '''01 January 2016 '''to '''31 March 2016'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 6'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 6'''  
−
 
+
 
| style="border:1pt solid #000000;padding:0.097cm;"| This is because we have to fill the gap between  
 
| style="border:1pt solid #000000;padding:0.097cm;"| This is because we have to fill the gap between  
  
 
* '''the Fiscal year''' ie.1st January 2015 to 31st December 2015  
 
* '''the Fiscal year''' ie.1st January 2015 to 31st December 2015  
 
* and the '''Financial year''' which is from 1st April 2016 to 31st March 2017  
 
* and the '''Financial year''' which is from 1st April 2016 to 31st March 2017  
−
 
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Calendar''' icon to select the '''date'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Calendar''' icon to select the '''date'''  
 
| style="border:1pt solid #000000;padding:0.097cm;"| I will select the 3 months dummy period from '''01 January 2016 '''to '''31 March 2016'''.  
 
| style="border:1pt solid #000000;padding:0.097cm;"| I will select the 3 months dummy period from '''01 January 2016 '''to '''31 March 2016'''.  
  
−
Now, click on the '''Add New '''button.
+
Now, click on the '''Add New '''button.  
−
 
+
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the new row of '''dummy period'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the new row of '''dummy period'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the '''dummy''' '''period''' is created,
+
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the '''dummy''' '''period''' is created,  
  
−
A message appears and it says -
+
A message appears and it says -  
−
 
+
−
'''“New Fiscal year has been added”'''.
+
  
 +
“'''New Fiscal year has been added”'''.
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Type '''1 April 2016 to 31 March 2017.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Type '''1 April 2016 to 31 March 2017.'''  
  
−
Click on '''Add new'''
+
Click on '''Add new'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Then, I will type the next''' financial year, '''from '''1 April 2016 to 31 March 2017.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Then, I will type the next '''financial year, '''from '''1 April 2016 to 31 March 2017.'''  
  
−
Again, click on the '''Add new '''button.
+
Again, click on the '''Add new '''button.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Financial Year field'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Financial Year field'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the '''Financial Year''' has been created.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you can see the '''Financial Year''' has been created.  
  
−
Once again, the same message appears -
+
Once again, the same message appears -  
  
−
“'''New Fiscal year has been added”'''.
+
“'''New Fiscal year has been added”'''.  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we need to update these changes in the '''Company setup '''icon.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we need to update these changes in the '''Company setup'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click '''Setup''' tab >>'''Company setup icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click '''Setup''' tab >>'''Company setup icon'''  
−
 
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Setup '''tab'''.'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Setup '''tab'''.'''
+
  
−
Then click on the '''Company Setup icon.'''
+
Then click on the '''Company Setup icon.'''  
  
 
|-
 
|-
−
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click '''Fiscal''' '''year''' Drop downbox >> Current Financial year.
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding-top:0cm;padding-bottom:0.097cm;padding-left:0.097cm;padding-right:0.097cm;"| Click '''Fiscal''' '''year''' Drop downbox >> Current Financial year.  
−
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Under '''Fiscal year''' field, click on the dropdown menu  
+
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding-top:0cm;padding-bottom:0.097cm;padding-left:0.097cm;padding-right:0.097cm;"| Under '''Fiscal year''' field, click on the dropdown menu  
  
−
select the '''current Financial Year.'''
+
select the '''current Financial Year.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click''' >> Update button'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click '''>> Update button'''  
  
−
'''Highlight '''the message.
+
'''Highlight '''the message.  
−
 
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Update''' button.  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Update''' button.
+
  
 
A message appears and says -  
 
A message appears and says -  
  
−
'''“Company Setup has been updated”.'''
+
“'''Company Setup has been updated”.'''  
 +
 
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Calendar''' icon to select the date
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Calendar''' icon to select the date  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we have to close and delete the '''fiscal yea'''r and the 3 months '''dummy period''', except the current '''financial year'''.  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we have to close and delete the '''fiscal yea'''r and the 3 months '''dummy period''', except the current '''financial year'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''delete year row'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''delete year row'''  
 
| style="border:1pt solid #000000;padding:0.097cm;"| I will demonstrate the same.  
 
| style="border:1pt solid #000000;padding:0.097cm;"| I will demonstrate the same.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''>> Setup Tab>>'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''>> Setup Tab>>'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Again, click on the '''Setup''' '''tab'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Again, click on the '''Setup''' '''tab.'''
  
−
Click on the '''Fiscal''' '''years''' icon
+
Click on the '''Fiscal''' '''years''' icon.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Fiscal Year'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Fiscal Year'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the Fiscal year from '''01-01-2015 to 31-12-2015'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the Fiscal year from '''01-01-2015 '''to''' 31-12-2015'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Edit''' '''Icon''' of '''Fiscal year'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Edit''' '''Icon''' of '''Fiscal year'''>>  
−
 
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Edit icon''', then select '''Yes''' from the '''Is Closed '''drop down menu.  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Edit icon''', then select '''Yes''' from the '''Is Closed '''drop down menu.
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Update''' button
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Update''' button  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click '''Update''' button.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click '''Update''' button.  
  
−
A message appears -
+
A message appears -  
  
−
'''“Selected fiscal year has been updated”'''
+
“'''Selected fiscal year has been updated”'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Cross''' '''sign''' to delete
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Cross''' '''sign''' to delete  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Now, I will click on the '''cross '''('''X) sign '''for deleting the year.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Now, I will click on the '''cross '''('''X) sign '''for deleting the year.  
  
−
A dialog box appears to confirm. Click on the '''Ok''' button.
+
A dialog box appears to confirm. Click on the '''Ok''' button.  
  
−
A message appears -
+
A message appears as
  
−
“'''Selected fiscal year has been deleted”.'''
+
“'''Selected fiscal year has been deleted”.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Dummy period''' and show how to '''delete'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Dummy period''' and show how to '''delete'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Likewise, I will remove the '''dummy period''' also.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Likewise, I will remove the '''dummy period''' also.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''1 April 2016 to 31 March 2017'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''1 April 2016 to 31 March 2017'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Now, you can see the current '''Financial Year''' has remained.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Now, you can see the current '''Financial Year''' has remained.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Current Financial Year.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Current Financial Year.'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you will see the updated '''Financial Year''' in '''pink colour'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Here, you will see the updated '''Financial Year''' in '''pink colour'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Narration'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Thus, we have updated the '''Company Setup.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Thus, we have updated the '''Company Setup.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Again''' '''click on the''' Setup icon.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Again click on the '''Setup icon.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' User Accounts Setup>>''' icon
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''User Accounts Setup>>''' icon  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' User Accounts Setup'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''User Accounts Setup'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''User login field'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''User login field'''  
−
 
+
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the '''admin''' user login information such as  
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the '''admin''' user login information such as  
  
 
* '''Full Name '''
 
* '''Full Name '''
−
* '''Email'''
+
* '''Email'''  
−
* '''Access Level etc.'''
+
* '''Access Level etc.'''  
  
−
Recall these information are entered during the installation.
+
Recall these information are entered during the installation. Let us create a new '''user login.'''  
−
Let us create a''' '''new''' user login.'''
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' User Login>>'''type
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''User Login>>'''type  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''User login '''field, I will type '''sheetalvp '''as a new '''user'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''User login '''field, I will type '''sheetalvp '''as a new '''user'''.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >>''' Password>>'''type
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click >> '''Password>>'''type  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Type the password in the '''password''' field.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Type the password in the '''password''' field.  
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Full Name field>>'''type  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Full Name field>>'''type  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Full Name field''', I will type '''Sheetal Prabhu.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Full Name field''', I will type '''Sheetal Prabhu.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' Telephone No>>'''  
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''Telephone No>>'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Telephone No field''',
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Telephone No field''',  
  
−
I will type my phone no. '''022-25764229.'''
+
I will type my phone no.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' E mail Address>>'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''E mail Address>>'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Next is '''Email Address'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Next is '''Email Address'''.  
  
−
I will type '''sheetalvp@ spoken-tutorial.org'''
+
I will type '''sheetalvp@ spoken-tutorial.org'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' Access Level>>Sub Admin'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''Access Level>>Sub Admin'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In '''Access Level field''', click on the drop down '''menu''' and select''' Sub Admin.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| In '''Access Level field''', click on the drop down '''menu''' and select '''Sub Admin.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point>>'''language'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point>>'''language'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Language '''field, by default, the drop down menu''' option '''is '''English.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Language '''field, by default, the drop down menu '''option '''is '''English.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>''' User's POS>>'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''User's POS>>'''  
−
 
+
  
−
Point to '''Default'''
+
Point to '''Default'''  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Here, '''POS''' means '''Point of Sale'''.  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Here, '''POS''' means '''Point of Sale'''.  
  
−
We will keep the '''Default''' option.
+
We will keep the '''Default''' option.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Printing profile'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Printing profile'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Printing option '''drop down menu.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Printing option '''drop down menu.  
  
−
I will select''' Browser printing support.'''
+
I will select '''Browser printing support.'''  
  
−
|-footwear
+
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Use popup window for reports'''>>  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >>'''Use popup window for reports'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Next, by default the checkbox is checked for '''Popup window for the reports '''option.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Next, by default the checkbox is checked for '''Popup window for the reports '''option.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on''' Add new''' button
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Add new''' button  
 +
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Add new''' button.
  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on''' Add new''' button.
+
We can see the message ‘'''A new user has been added’.'''  
−
 
+
−
We can see the message ‘'''A new user has been added’.'''
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''new user''' below the '''admin'''.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''new user''' below the '''admin'''.  
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can also see that the new '''user''' is added in the panel below the '''admin.'''  
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can also see that the new '''user''' is added in the panel below the '''admin.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Again,''' '''click on the''' Setup icon.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Again, click on the '''Setup icon.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Access setup icon'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Access setup icon'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Next, let us see''' Access setup'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Next, let us see '''Access setup'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>'''Role'''>> drop down menu
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>'''Role'''>> drop down menu  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the''' Role''' drop down menu.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Role''' drop down menu.  
  
−
I will select '''Sub admin.'''
+
I will select '''Sub admin.'''  
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the >> '''Access level field>> sub-admin'''  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the >> '''Access level field>> sub-admin'''  
−
Scroll down to show the access permission
 
  
−
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the default access given for a '''Sub admin '''to use'''.'''
+
Scroll down to show the access permission
 +
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the default access given for a '''Sub admin '''to use'''.'''  
  
−
Scroll down.
+
Scroll down.  
  
−
We can see the permissions available for the '''sub admin''' to use.
+
We can see the permissions available for the '''sub admin.'''
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to available '''field'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to available '''field'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| You can also''' check or uncheck '''the boxes as required for the '''Sub admin''' to use.
+
| style="border:1pt solid #000000;padding:0.097cm;"| You can also '''check or uncheck '''the boxes as required for the '''Sub admin''' to use.  
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Save Role''' button>>  
 
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Save Role''' button>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Save Role''' button.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Save Role''' button.  
  
−
A message appears -
+
A message appears as
  
−
“'''Security role has been updated”.'''
+
“'''Security role has been updated”.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Setup icon'''  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Again,''' '''click on the''' Setup ifootwearcon '''to see the next tab'''.'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| Again, click on the '''Setup icon '''to see the next tab'''.'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click >>'''Display Setup '''>> icon
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click >>'''Display Setup '''>> icon  
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Display Setup''' is used to change the
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Display Setup''' is used to change the  
 +
 
 
* '''Decimal places, '''
 
* '''Decimal places, '''
 
* '''Date format and '''
 
* '''Date format and '''
−
* '''Separators and other parameters.'''
+
* '''Separators and other parameters.'''  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Decimal Places'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Decimal Places'''>>  
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the number of decimal places for  
 
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the number of decimal places for  
  
−
* '''Prices/amounts'''
+
* '''Prices/amounts'''  
−
* '''Quantities'''
+
* '''Quantities'''  
 
* '''Exchange rate and '''
 
* '''Exchange rate and '''
−
* '''Percentages'''
+
* '''Percentages'''  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point>> '''Date Format and Separators'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point>> '''Date Format and Separators'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| We can change the '''date format''' and '''date separators''' by selecting the dropdown menu.
+
| style="border:1pt solid #000000;padding:0.097cm;"| We can change the '''date format''' and '''date separators''' by selecting the dropdown menu.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Miscellaneous '''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>'''Miscellaneous '''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| We can see various '''Miscellaneous Settings''' also.
+
| style="border:1pt solid #000000;padding:0.097cm;"| We can see various '''Miscellaneous Settings''' also.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Update button'''>>
+
| style="border:1pt solid #000000;padding:0.097cm;"| Point to >> '''Update button'''>>  
−
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Update button '''to save the changes.
+
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Update button '''to save the changes.  
  
−
We can see a message appears and says that-
+
We can see a message “'''Display settings have been updated”.'''  
−
 
+
−
'''“Display settings have been updated”.'''
+
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding:0.097cm;"|  
 
| style="border:1pt solid #000000;padding:0.097cm;"|  
−
| style="border:1pt solid #000000;padding:0.097cm;"| This brings us to the end of this tutorial. Let us summarize.
+
| style="border:1pt solid #000000;padding:0.097cm;"| This brings us to the end of this tutorial. Let us summarize.  
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 7'''
+
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 7'''  
  
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'''Summary'''
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'''Summary'''  
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| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we had learnt about
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| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we had learnt about  
  
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* '''FrontAccounting''' interface
+
* '''FrontAccounting''' interface  
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* Various modules in the '''Setup''' tab
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* Various modules in the '''Setup''' tab <br/> Also, we have learnt how to:
  
−
Also, we have learnt how to:
+
* Create our own Organisation or Company  
−
 
+
* Setup user accounts  
−
* Create our own Organisation/ Company
+
* Setup access permissions  
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* Setup user accounts
+
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* Setup access permissions
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* Setup display  
 
* Setup display  
 
|-
 
|-
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| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''8'''
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| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''8'''  
  
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'''Assignment'''
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'''Assignment'''  
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| style="border:1pt solid #000000;padding:0.097cm;"| As an '''Assignment''',
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| style="border:1pt solid #000000;padding:0.097cm;"| As an '''Assignment''',  
  
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* Open the FrontAccounting interface  
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* Open the '''FrontAccounting''' interface  
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* Add a new user using '''user account setup'''
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* Add a new user using  
 +
* '''user account setup'''  
 
* Give '''Access Level''' as an '''Accountant'''  
 
* Give '''Access Level''' as an '''Accountant'''  
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|-
 
|-
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| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''9'''
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| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide''' '''9'''  
  
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'''Acknowledgement'''
+
'''Acknowledgement'''  
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| style="border:1pt solid #000000;padding:0.097cm;"| This video summarises the Spoken Tutorial project
+
| style="border:1pt solid #000000;padding:0.097cm;"| This video summarises the Spoken Tutorial project.
  
−
If you do not have good bandwidth, you can also download and watch it.
+
If you do not have good bandwidth, you can also download and watch it.  
  
 
|-
 
|-
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| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 10'''
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| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"|  
 +
| style="border-top:none;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project Team:
 +
Conducts workshops using spoken tutorials
  
−
| style="border:1pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project Team:
+
Gives certificates to those who pass an on-line test. For more details, please write to '''contact@spoken-tutorial.org'''
  
−
Conducts workshops using spoken tutorials
 
−
 
−
Gives certificates to those who pass an on-line test
 
−
 
−
For more details, please write to
 
−
'''contact@spoken-tutorial.org'''
 
 
|-
 
|-
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| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 11'''
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| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide 11'''  
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| style="border:1pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.  
−
| style="border:1pt solid #000000;padding:0.097cm;"| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
+
  
−
This tutorial is contributed by '''Sheetal Prabhu'''.
+
The script and video has been contributed by '''Sheetal Prabhu'''. This is NirmalaVenkat signing off. '''Thank you''' for joining.  
  
−
'''Thank you''' for joining.
 
 
|}
 
|}

Revision as of 15:32, 6 September 2017

Visual Cue
Narration
Slide 1

Title Slide

Hello everyone .Welcome to this tutorial on Set Up 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 To record this tutorial, I am using
  • Ubuntu Linux OS version 14.04
  • FrontAccounting version 2.3.24
Slide 4

Pre -requisites

To follow this tutorial you should have
  • Knowledge of higher secondary commerce and
  • Knowledge of Accounting.
Narration Let us start by opening the FrontAccounting interface.
Click on browser >>localhost/account >> Press Enter Click on the browser, 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 admin user.

So, here type username as admin and password as spoken.

Then click on Login button.

The FrontAccounting window opens.
Point to options of Front Accounting Interface Standard modules have been provided in FrontAccounting.
Point to the options as per the narration The various modules are:
  • Sales
  • Purchases
  • Items and Inventory
  • Manufacturing
  • Dimensions
  • Banking and General Ledger and
  • Setup

We will learn about all these modules in the upcoming tutorial.

Narration Let us start with the Setup tab in FrontAccounting.
Point to Setup Icon>> click on it The setup tab is used for Company Setting.

Parameters, default values and preferences are entered in this option.

Click>> Setup tab>> Click on the Setup tab.
Point to Setup tab
  • Company Setup
  • User Accounts setup
  • Access setup
  • Display Setup
  • Fiscal Year
We can see the default icons which have to be filled, to Setup a company. They are :
  • Company Setup
  • User Accounts setup
  • Access setup
  • Display Setup
  • Fiscal Years
Click >> Company Setup icon Let us create a New Organisation or Company by clicking on the Company Setup icon.
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.

But here you can also change the name based on how you want it to appear in the reports.

I will keep the same name.

Scroll down.

Since my company is in India, I will setup the home currency to Rupees.

We will be using this information later in this tutorial.
In the Home currency field, click on the dropdown menu.

A list of options will appear.

But Rupees is not avialable in the list.

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

A new window appears.

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

In the Currency Name field, enter 'Rupees'.

In the Hundredths Name field, enter 'Hundred' and in the Country field enter 'India'.

Now click on 'Add new' button.

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

Let us go back to the company setup page.

For this click on Setup in the top menu and then on Company setup icon.

Click>> Address field In the Address field,

You have to give your company’s address.

Click>> Phone no field >> In the Phone No. field,

Once again, you have to give your company’s phone number.

Click>> E- mail Address field>> In the E-mail address field, give your company’s official email-id.
Click on the Home Currency Drop down box. We can now see 'Rupees' in the list. Select 'Rupees'.
Narration Now I’ll do the setup of fiscal year.
Slide 5

Fiscal Year setup

When you create a new Company, you should check that the Fiscal Year is set up correctly

By default, FrontAccounting software shows the fiscal year from January to December.

This is not suitable for Companies and Organisation in India.

So here, we can create our own financial year, which is from April to March.

Click >> Update button>> Click on Update button to save the entries.
Come back to Frontaccounting Let us change the Fiscal Year to Financial Year.
Point to Setup icon Click on the Setup tab of FrontAccounting.
Point >> Fiscal Years icon Click on to the Fiscal Years icon.
Click>>Fiscal Year icon You can see that, the Fiscal year begins from 01 January 2015 to 31 December 2015.
Type 01 January 2016 to 31 March 2016. First, I will create a dummy period for 3 months from 01 January 2016 to 31 March 2016.
Slide 6 This is because we have to fill the gap between
  • the Fiscal year ie.1st January 2015 to 31st December 2015
  • and the Financial year which is from 1st April 2016 to 31st March 2017
Click >> Calendar icon to select the date I will select the 3 months dummy period from 01 January 2016 to 31 March 2016.

Now, click on the Add New button.

Point to the new row of dummy period Here, you can see the dummy period is created,

A message appears and it says -

“New Fiscal year has been added”.

Type 1 April 2016 to 31 March 2017.

Click on Add new

Then, I will type the next financial year, from 1 April 2016 to 31 March 2017.

Again, click on the Add new button.

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

Once again, the same message appears -

“New Fiscal year has been added”.

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 icon.

Click Fiscal year Drop downbox >> Current Financial year. Under Fiscal year field, click on the dropdown menu

select the current Financial Year.

Click >> Update button

Highlight the message.

Click on the Update button.

A message appears and says -

“Company Setup has been updated”.

Click >> Calendar icon to select the date Now, we have to close and delete the fiscal year and the 3 months dummy period, except the current financial year.
Point to the delete year row I will demonstrate the same.
Click on the >> Setup Tab>> Again, click on the Setup tab.

Click on the Fiscal years icon.

Point to Fiscal Year We can see the Fiscal year from 01-01-2015 to 31-12-2015
Click >> Edit Icon of Fiscal year>> Click on Edit icon, then select Yes from the Is Closed drop down menu.
Click >> Update button Click Update button.

A message appears -

“Selected fiscal year has been updated”

Click>> Cross sign to delete Now, I will click on the cross (X) sign for deleting the year.

A dialog box appears to confirm. Click on the Ok button.

A message appears as

“Selected fiscal year has been deleted”.

Point to Dummy period and show how to delete Likewise, I will remove the dummy period also.
Point to 1 April 2016 to 31 March 2017 Now, you can see the current Financial Year has remained.
Point to Current Financial Year. Here, you will see the updated Financial Year in pink colour.
Narration Thus, we have updated the Company Setup.
Point to Setup icon Again click on the Setup icon.
Click>> User Accounts Setup>> icon Click on the User Accounts Setup.
Point to the User login field We can see the admin user login information such as
  • Full Name
  • Email
  • Access Level etc.

Recall these information are entered during the installation. Let us create a new user login.

Point >> User Login>>type In the User login field, I will type sheetalvp as a new user.
Click >> Password>>type Type the password in the password field.
Point >>Full Name field>>type In the Full Name field, I will type Sheetal Prabhu.
Point >> Telephone No>> In the Telephone No field,

I will type my phone no.

Point >> E mail Address>> Next is Email Address.

I will type sheetalvp@ spoken-tutorial.org

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 profile>> Click on the Printing option drop down menu.

I will select 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 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 icon.
Click>> Access setup icon>> Next, let us see Access setup
Click>>Role>> drop down menu Click on the Role drop down menu.

I will 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>> Click on Save Role button.

A message appears as

“Security role has been updated”.

Point to Setup icon Again, click on the Setup icon to see the next tab.
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 date separators by selecting the dropdown menu.
Point >>Miscellaneous >> We can see various Miscellaneous Settings also.
Point to >> Update button>> Click on Update button to save the changes.

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

This brings us to the end of this tutorial. Let us summarize.
Slide 7

Summary

In this tutorial, we had learnt about
  • FrontAccounting interface
  • Various modules in the Setup tab
    Also, we have learnt how to:
  • Create our own Organisation or Company
  • Setup user accounts
  • Setup access permissions
  • Setup display
Slide 8

Assignment

As an Assignment,
  • Open the FrontAccounting interface
  • Add a new user using
  • user account setup
  • Give Access Level as an Accountant
Slide 9

Acknowledgement

This video summarises the Spoken Tutorial project.

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

The Spoken Tutorial Project Team:

Conducts workshops using spoken tutorials

Gives certificates to those who pass an on-line test. For more details, please write to contact@spoken-tutorial.org

Slide 11 The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.

The script and video has been contributed by Sheetal Prabhu. This is NirmalaVenkat signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, Nirmala Venkat, Sandhya.np14, Sheetal

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