Difference between revisions of "GNUKhata/C2/Editing-and-Cloning-Transaction/English"
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Latest revision as of 12:32, 5 September 2013
Title of script: Editing and Cloning of Transactions
Author: Trupti Kini
Keywords: Organisation, GNUKhata, Video Tutorial
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| /* Slide 1 */
Display desktop |
Hello and welcome to the series of spoken tutorials on Editing and Cloning of Transactions in GNUKhata. |
| /* Slide 2 */
Learning Objectives |
At the end of the tutorial, you will be able to:
|
| /* Slide 3 */
System Requirements |
To record this tutorial,
I am using : * GNUKhata version 1.2 * Ubuntu 12.04 Operating System and * Firefox version 17.0 If you are using GNUKhata, I would recommend the use of Firefox version 3.6 or above. It works well with other browsers, too. Eg-Chromium and Opera
|
| /* Slide 4 */
Prerequisites |
I assume that you already know
in GNUKhata If not, for relevant tutorials, please visit http://spoken-tutorial.org |
| /* Interface */ | Let us open the GNUKhata interface as we did in previous tutorials. |
| Point to Transaction menu | * We have already discussed about entering a Transactions in GNUKhata.
* In this tutorial, we will discuss about editing a Transaction. |
| Point to Transaction menu.
Click on Contra |
* Let us Edit a transaction, which was recorded in the previous tutorial.
* From the Transactions menu, I will select Contra. |
| Click on
Find/Edit/Delete Record. |
To Edit a Transaction, I will click on Find/Edit/Delete Record menu.
|
| Click on Search Record By dropdown
|
* Click on Search Record By drop down.
* We can see that the records can be searched either by Voucher No or Time Interval (From-To). |
| Click Voucher No | I shall search the transaction by choosing Voucher No. |
| Point to Enter the Voucher No textbox
Enter C12 in the textbox |
* As you can see, a new text box named Enter the Voucher No appears.
* Enter a Voucher No in the text box. * Let's say I will enter CA12 in textbox. |
| Click on Search button | Now we will click on Search button to search for the transaction. |
| Point to the table heading | * A table with all the details of the transaction appears.
* You will see transaction Voucher No, Voucher Type, Date of Transaction,Dr Account,Cr Account,Amount and Narration. |
| Click View button | I will click on the View button to see the transaction details. |
| Point to Account name, Debit Amount and Credit Amount | As you can see, Contra transaction is displayed. |
| Point to Edit, Clone and Delete buttons | Below the Narration field, notice the buttons Edit, Clone and Delete. |
| Click Edit button | * Let's click on Edit button to edit the transaction.
|
| From the second Account Name dropdown
Select ICICI bank |
Let's select the credit account name as ICICI.
|
| Delete third row by selecting checkbox | * Select delete checkbox for the third row I.e second credit amount to delete the row.
* Click on Delete Row button * You will find the row gets deleted
|
| Point to Add Row | * Now, click on Add Row
* You will find a row is added * Select Cash On Hand as account name and type the amount as it is in debit side I.e.1000 |
| Point to Debit Amount and Credit Amount | Similarly, we can change Debit Amount and Credit Amount. |
| Click Confirm button | Now, click on Confirm button to save the transaction. |
| Point to message
|
* A dialog box will appear displaying the message Voucher Edited Successfully.
* Click on Ok to get back to the screen. |
| Click on Search Record By dropdown
Select Time interval |
* Now let's search the transaction by date.
* This time I will select Time interval to search records by date. |
| Point to text-boxes | As you can see, there are two rows of text boxes in which you have to enter From and To dates. |
| * There is default date in the text-boxes as per the financial year
| |
| Click on Search button | I will click on Search Button to search the transaction for the date entered above. |
| Point to all the transaction | As you can see, all the transactions are listed for the date entered. |
| Click on View | Click view for the Journal Transaction |
| Point to Clone button
Interface |
* This time I will show you how to Clone a transaction.
* Cloning a transaction is creating a duplicate of an existing transaction. |
| Click Clone button
|
* Click on Clone button.
* Observe that the same transaction is presented in an editable format. |
| Point to Date, Voucher No, Account Name, Amount, Narration, Project Name | We can change the details of the transaction like
* Date * Voucher No * Account Name * Amount * Narration * Project Name I wish to keep these details the same, so I wont edit anything. |
| Click on Confirm | Click on Confirm button to clone it. |
| Point to message | * A dialog box will appear with the message Voucher Cloned Successfully.
* Click Ok to get back to the screen. |
| Delete button | Likewise, if you wish to delete the entire voucher, you can click the Delete button. |
| Interface | Note editing and cloning appear to be similar but they are not. |
| Slide 5 | * In editing you change the original transaction by replacing the original data with new one.
|
| Slide 6
Summary |
Now let us summarize what we have completed in tutorial.
We have learnt * How to edit a transaction * How to clone a transaction |
| Slide 7
Assignment |
As an assignment ,
* Select a Contra transaction and try to clone the transaction. * In cloning change the debit and credit account names and amounts. * Create two accounts first. The account will have the group name Direct Income and No Sub-group. The account name will be Sales. The second account will be under the group Current Asset and sub-group Sundry Debtors. The second account will have the name New Trading Company.
|
| Slide 8 | Watch the video available at
It summarises the Spoken Tutorial project
bandwidth, you can download and watch it |
| Slide 9
Spoken tutorial Workshops |
The Spoken Tutorial Project Team
|
| Slide 10
Acknowledgements |
Spoken Tutorial Project is a part of the Talk to a Teacher project
It is supported by the National Mission on Education through ICT, MHRD, Government of India
http://spoken-tutorial.org /NMEICT-Intro |
