Difference between revisions of "GNUKhata/C2/Welcome-to-GNUKhata/English"

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Title of script: Welcome to GNUKhata
 +
 +
Author: Trupti Kini
 +
 +
Keywords: video tutorial
 +
 
{| border=1
 
{| border=1
 
|| '''Visual cue'''
 
|| '''Visual cue'''
Line 5: Line 11:
 
|-
 
|-
 
||'''Display desktop'''  
 
||'''Display desktop'''  
|| Welcome to this series of spoken tutorials on '''GNUKhata''' version 1.1
+
|| '''Welcome to GNUKhata'''  
  
 
|-
 
|-
Line 11: Line 17:
 
'''Learning Objectives'''
 
'''Learning Objectives'''
 
||  
 
||  
At the end of this tutorial, you will be able to:
+
In this tutorial, you will be able to:
* Install '''GNUKhata''' on your local machine
+
* Install '''GNUKhata'''
* Use '''GNUKhata''' software
+
* Run '''GNUKhata''' on your machines
* Explore the interface of '''GNUKhata'''
+
* Register an organization for a financial year
* Explore features of '''GNUKhata'''
+
* Set Preferences for the Organization
  
 +
|-
 +
||'''Show Slide'''
 +
'''System Requirement'''
 +
||
 +
In this tutorial, I am using
 +
* '''Ubuntu 12.04''' Operating System
 +
* '''GNUKhata''' version 1.2
 +
* '''Firefox''' version 17.0
  
 
|-
 
|-
|| '''Show Slide'''
+
||'''Show Slide'''
 
'''System Requirements'''
 
'''System Requirements'''
 
||  
 
||  
* '''Ubuntu 12.04''' Operating System
 
 
* '''GNUKhata''' works well on  all versions of '''Ubuntu'''  
 
* '''GNUKhata''' works well on  all versions of '''Ubuntu'''  
 
* Starting from 11.04 and above.  
 
* Starting from 11.04 and above.  
 
* It has also been tested on '''Debian Distro''' of '''GNU/Linux'''.
 
* It has also been tested on '''Debian Distro''' of '''GNU/Linux'''.
 +
  
 
|-
 
|-
 
||
 
||
 
||
 
||
To open '''GNUKhata''' interface, we use:
+
To open '''GNUKhata''' interface:
* It is recommended that users use '''Mozilla Firefox''' version 3.6 or above.
+
* We recommend '''Mozilla Firefox''' version 3.6 or above.
* '''GNUKhata''' can also run smoothly on other browsers like '''Chromium''' and '''Opera'''.
+
* '''GNUKhata''' runs smoothly on browsers like '''Chromium''' and '''Opera'''.
 
+
  
 
|-
 
|-
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||
 
||
 
'''GNUKhata''' is a '''Free and Open Source (FOSS) Accounting Software'''.  
 
'''GNUKhata''' is a '''Free and Open Source (FOSS) Accounting Software'''.  
It can be deployed by:
+
It provides a  solution for basic book keeping.
* Both profit making and Non-profit making organisations
+
It can be deployed by:  
* NGOs.  
+
* Profit making organizations and  
It provides a '''Free and Open Source(FOSS)''' solution for basic book keeping.
+
* Non-profit making organizations like  NGOs.  
 
+
  
 
|-
 
|-
 +
|| '''GNUKhata''' Official Website
 
||  
 
||  
||
+
For more information on '''GNUKhata''', please visit our website '''http://gnukhata.org'''.
It provides a free and open source solution for basic book keeping.
+
It includes all reports needed by accountants such as:
+
* '''Ledgers'''  
+
* '''Trial Balance'''
+
* '''Balance Sheet'''
+
 
+
|-
+
||
+
||
+
* This project was initiated by '''Mr. Krishnakant Mane''' from '''IIT-Bombay
+
 
+
* He is the Team Leader of this Project.
+
  
  
 
|-
 
|-
|| '''FOSS'''
+
||Download '''GNUKhata'''
||
+
* Here '''Free''' means not just free of cost
+
* It is the freedom to modify the software 
+
* Re-distribute several copies of it.
+
 
+
Please read the '''GNU General Public License(GPL)''' version 3 under which  '''GNUKhata''' is released.
+
 
+
 
+
 
+
|-
+
||
+
 
||
 
||
'''GNUKhata''' supports a wide range of economic activity applications including:
+
* So let us now see how to install '''GNUKhata''' on '''Linux''' machines.
* Factories,  
+
* For this, you need to have the root admin access.
* Farm-based productions,
+
* Sales accounting &
+
Very soon will support Inventory.  
+
 
+
  
 
|-
 
|-
||Multi-Lingual and Multi-Platform Support
+
||Go to '''http://www.gnukhata.org/public'''  
||
+
||Let us go to the URL '''http://www.gnukhata.org/public'''  
* Soon to be available in various Indian languages,
+
* This is '''Linux''' based software
+
* Will soon be available for '''Windows'''.
+
 
+
  
 
|-
 
|-
||Future Prospects
+
||/* on the browser window*/
||
+
* Click on '''installer_1.2.tar.gz'''
It will serve as  a tool for remote banking
+
* When download window pops up, choose '''Save file''' option and click '''OK'''
 
+
||From this webpage, download '''installer_1.2.tar.gz''' on your machine by clicking on it
 +
* When download window pops up, choose '''Save file''' and click on '''OK'''
  
  
 
|-
 
|-
|| '''GNUKhata''' Official Website
+
||Copy '''installer_1.2.tar.gz''' to '''Home''' folder.
||  
+
||Copy the downloaded tar file  from your '''Downloads''' to your '''Home''' folder
For more information about '''GNUKhata''', please visit our website '''http://gnukhata.org'''.
+
  
 
|-
 
|-
|| Why '''GNUKhata'''?
+
||Go to the '''Home''' folder
||  
+
||Now go to your '''Home''' folder
* It is light weight
+
* Robust
+
* Modular
+
* Simple to use by the end user.
+
  
 
|-
 
|-
 +
||Right-click on the '''installer_1.2.tar.gz''' then select '''Extract here'''
 +
Installation of '''GNUKhata'''
 
||
 
||
||
+
Right-click on the '''installer_1.2.tar.gz''' and select '''Extract here'''.  
* It can be used on wide variety of data categories
+
* It scales up with large volumes of data
+
* Perfect for both small scale and large scale organisation.  
+
  
|-
 
||
 
||
 
You can
 
* Create accounts
 
* Add transactions
 
* View reports.
 
  
  
 
|-
 
|-
 +
||Press '''Ctrl+Alt+T'''
 +
Installation of '''GNUKhata'''
 
||
 
||
||
+
Open '''terminal''' by pressing '''Ctrl+Alt+T'''.
* Unique feature like '''Extended Trial Balance''' has been included.
+
* Stands out to be a class apart from the other existing accounting software.
+
 
+
  
  
 
|-
 
|-
 +
||Type '''sudo apt-get update'''  and press '''Enter'''
 
||
 
||
||
+
* Type the command '''sudo apt-get update'''
* This software is also compatible with a screen reader '''Orca'''
+
* Press '''Enter'''
* '''Orca''' is of immense help, for the visually impaired.
+
* Give the root password if asked
  
  
 
|-
 
|-
||/* switch to '''GNUKhata''' web page */
+
||Type '''cd installer_1.2''' and press '''Enter'''
'''GNUKhata''' Demo
+
||
+
Let us see the demo of all the features available in '''GNUKhata'''.
+
* This is the Main screen of '''GNUKhata'''.
+
On the top you can see:
+
* Organization name
+
* Dates for the financial year.
+
 
+
 
+
|-
+
||
+
 
||
 
||
* There are various menus listed one next to each other.  
+
Now, go inside the '''installer_1.2''' folder by typing '''cd installer_1.2'''
* Let us quickly go through each of them.
+
* Press '''Enter'''
  
 
|-
 
|-
||Point to '''Master''' menu
+
||Type '''sudo chmod +x ./gkinstall.sh'''  and press '''Enter'''
 
||
 
||
Under '''Master''' menu, you can see options like
+
* Once inside the '''installer_1.2''' directory, execute the following command:
Account Creation/Find/Edit,
+
'''sudo chmod +x ./gkinstall.sh'''
Edit Organisation details,
+
* Press '''Enter'''
Add More Projects and
+
* Give the root password if asked
Bank Reconciliation.
+
* With this command, we are giving the executable permission
  
  
 
|-
 
|-
||Click on Account Creation/Find/Edit.  
+
||Type '''sudo ./gkinstall.sh'''  and press '''Enter'''
 
||
 
||
In account creation, you have twelve group names.  
+
* Now, type '''sudo ./gkinstall.sh'''
 +
* Press '''Enter'''
 +
* With '''sudo''' command, we are giving root user privilege.
 +
* This installation will take some time.  
  
 
|-
 
|-
||Click on drop down of Group name.
+
||Type '''sudo startgk''' and press '''Enter'''
 
||
 
||
You can choose an appropriate Group.
+
When the prompt returns without any error, type '''sudo startgk''' and press '''Enter'''
  
 
|-
 
|-
||Click on drop down of Sub- Group name
+
||Open Firefox and type in the address bar
 +
'''http://localhost:8080'''  
 
||
 
||
You can choose the respective Sub-group.  
+
* To run '''GNUKhata''' on your machine, open the '''Firefox''' browser.  
You can enter the new account in account name field and  
+
* Type in the address bar '''http://localhost:8080''' and then press enter.
Opening balance in the box labeled Opening balance.
+
  
  
 
|-
 
|-
||Point to Editing Organisation Details
+
|| '''GNUKhata's''' welcome screen
||
+
||  
Here, you can edit the organisation details.  
+
This is the Welcome screen of '''GNUKhata'''.
 
+
  
 
|-
 
|-
||Adding Projects
+
|| Point to buttons
||
+
* '''Select Existing Organization'''
For a large organisation,
+
* '''Create New Organization'''
  
GNUKhata provides an option for maintaining accounts Projectwise.
+
||
 +
Here you see two buttons:
 +
* '''Selecting Existing Organization'''
 +
* And the second is '''Create New Organization'''
  
You can add one or more projects and view the reports projectwise.
+
|-
 +
||
 +
Click on '''Create New Organization''' button
 +
||
 +
* Since we have just installed '''GNUKhata''', we will have to create a new organization.
 +
* For this, click on '''Create New Organization''' button.
  
 +
|-
 +
||Point to the four options '''Organization Name''', '''Organization Type''', '''Financial year From date''' and '''To date'''
 +
||
 +
Four important options of GNUKhata appear on the screen:
 +
* '''Organization Name'''.
 +
* '''Organization Type'''.
 +
* '''Financial Year  From Date''' and
 +
* '''To date'''
  
 
|-
 
|-
||Point to Master Menu
+
|| In  '''Organization Name''' text box, type '''Welcome'''
Click on Bank Reconciliation
+
||  
||
+
* Here, in the '''Organization Name''' field, let's type the name of a company.
A Bank reconciliation is a process that
+
* For example, '''Welcome'''
explains the difference between the bank balance
+
shown in an organization's bank statement,  
+
as supplied by the bank,
+
and the corresponding amount shown in the organization's own accounting records
+
at a particular point in time.  
+
  
 
|-
 
|-
||
+
|| Choose from the drop down of '''Organization Type'''
||
+
||  
In Bank Reconciliation, you can reconcile transactions at frequent intervals.  
+
* Next, under '''Organization Type''', we have two choices '''Profit Making''' and '''NGO''' 
 +
* Let me select '''NGO''' as my option.  
  
 +
|-
 +
||Enter the financial year 
 +
||
 +
* Now we have to specify '''From Date''' and '''To Date'''
 +
* I will type in from date
 +
**'''01''' press enter
 +
** '''04''' press enter
 +
**'''2011''' press enter
 +
* '''To date''' appears automatically
  
 
|-
 
|-
||Point to Transaction option
+
|| Click on '''Next'''
||
+
||  
Under ‘Transaction’ option, we have 10 different transactions.
+
Now, press the '''Next''' button.
We can
+
add,
+
edit or
+
delete the transaction under this menu.  
+
 
+
  
 
|-
 
|-
||Point to Reports
+
|| Screen 2
||
+
Point to '''Welcome''' and Financial Year
Under ‘Reports’ we can view financial reports in the form of
+
||  
Ledger,
+
The name of the organization and the financial year period appears at the top.
Trial Balance,
+
Project Statement,
+
Cash flow ,
+
Balance Sheet and
+
  
  
 
|-
 
|-
||
+
|| Point to the various text boxes
||
+
||  
Profit and Loss account, in case of a Profit Making
+
* Information pertaining to the organization has to be filled here.
 +
* For now, I will choose not to fill any of these details, as they are optional.
  
 
|-
 
|-
||
+
|| Point to '''Save''' button
||
+
||  
But if the organization is NGO,  
+
If you choose to fill details here, then click on '''Save''' button before proceeding.  
we will have Income and Expenditure report
+
instead of Profit and Loss.
+
 
+
  
 
|-
 
|-
||Point to Reports
+
|| Click on '''Skip''' button
Click on Ledger
+
||  
||
+
However, since we are not entering any details here, let's press the '''Skip''' button.
You can view the Ledger with or without narration
+
by selecting an account name and the entering the date range.
+
These dates must fall in between the start and end of financial year.
+
You can view ledger even for individual projects.  
+
  
 
|-
 
|-
||Point to Reports
+
|| Point to loader
Click on Trial Balance (Extended Trial Balance)
+
||  
||
+
* Note, we have to wait for some time, because the database is being created.  
Under Trial Balance, you can select one amongst the three Trial Balances i.e
+
* This is a one-time process while creating a new organization.  
Net,
+
Gross and
+
Extended Trial Balance.  
+
  
 
|-
 
|-
||
+
||Screen 3
||
+
Point to two checkboxes:
Let us see the Extended  Trial Balance and click on View.
+
* '''Projectwise Accounting'''
Similarly, we can select Gross and Extended Trial Balance.
+
* '''Manual Account Codes'''
Extended Trial Balance is one of the unique additions in GNUKhata.
+
||  
 +
* On the next webpage, you have to choose the '''Preferences''' for your organisation.  
 +
There are two checkboxes here:
 +
* '''Projectwise Accounting'''
 +
* '''Manual Account Codes'''
  
 
|-
 
|-
||Point to Reports
+
|| Point to 1st check box '''(Projectwise Accounting)'''
Click Project Statement
+
||  
||
+
If you want project wise accounting, then check the '''Projectwise Accounting''' checkbox.
In Project Statement, you can see
+
 
cash inflow and
+
outflow for individual projects.
+
  
 
|-
 
|-
||Point to Reports
+
|| Check '''Projectwise Accounting''' checkbox >> Point to the new textboxes below.
Go to Balance Sheet
+
||  
||
+
* Note what happens when this checkbox is checked.  
You can view Balance Sheet for the selected period within the financial year in two formats. i.e
+
* Two new textboxes appear below
Conventional Balance Sheet(horizontal balance sheet) and
+
Sources and application of funds(vertical balance sheet)
+
  
  
 
|-
 
|-
||Point to Reports
+
|| Point to the first textbox >> Type '''spoken tutorial'''
Click Profit and Loss (or Income and Expenditure)
+
||  
||
+
* We have to type the name of that project in the first textbox.
In Profit and Loss account,
+
* So, let's type '''spoken tutorial'''.
you will be able to see the report for Profit and Loss account
+
for a period within the financial year of an Profit Making.
+
For a NGO organisation, this report will be Income and Expenditure.
+
  
 
|-
 
|-
||Point to Administration Menu
+
||Point to the second textbox >> Type '''800'''
 
||
 
||
In administration menu
+
* Enter the '''sanctioned amount''' for that project, in the next textbox.
you can create a new user
+
* Let's enter '''800''' as the '''sanctioned amount'''.
even change the password of that existing user.
+
 
+
  
 
|-
 
|-
||Point to Help Menu
+
|| Point to '''Add more projects''' option
||
+
||  
Under Help menu.
+
* To add more than one project name, click on '''Add More Projects''' option.  
You can see list of shortcut keys for all the activities.
+
* I won't do it for now since it will be a repetitive task.  
You can see list of authors in the authors option,  
+
the full license text in license option.  
+
The Manual option will have the complete manual which is under construction.
+
  
 +
.
  
 
|-
 
|-
||Slide 10
+
|| Point to '''Manual Account Codes''' check box
Download GNUKhata
+
||  
||
+
* Next checkbox is for Manual Account codes.  
Let us now see how to install GNUKhata on Linux machines.
+
If you check this check-box:  
For installing GNUKhata on your machines,
+
* The account code will be auto-generated while creating accounts.  
download the latest version of GNUKhata from http://www.gnukhata.org/public
+
* You can optionally give account codes manually while creating accounts.  
 
+
       
  
 
|-
 
|-
||/* switch to demo */
+
|| Check '''Manual Account Codes''' checkbox
Installation of GNUKhata
+
||  
||
+
* Many organizations and individuals choose to maintain the account code manually
The installer is named GNUKhata-installer_1.1.tar.gz
+
* So I will check this checkbox.
Right click on the installer and select Extract here.  
+
Open a terminal by pressing ‘Ctrl+Alt+T’
+
 
+
  
 
|-
 
|-
||Open Terminal Type
+
|| Press '''Save''' button
sudo apt-get update
+
||  
||
+
* After stating your preference, press '''Save''' button.
Type the command sudo apt-get update
+
* A message will be displayed at the top - '''Your preferences have been saved'''.
  
 
|-
 
|-
 
||
 
||
 
||
 
||
Now, through the terminal, go inside the installer folder like this.
+
After adding the preferences, we can create new accounts by clicking on '''Create Account''' button
cd installer_1.1
+
 
+
  
 
|-
 
|-
 +
|| Point to the '''Quit''' button
 
||
 
||
||
+
* At this point if you want to quit GNUKhata, you can click on '''Quit''' button.  
Once inside the installer directory, execute the following two commands.
+
* For now I will click on '''Quit''' button.  
 
+
chmod +x ./gkinstall.sh
+
 
+
With this command, we are giving the executable permission
+
 
+
  
 
|-
 
|-
 +
||Point to welcome screen
 
||
 
||
||
+
* You are directed to the '''Welcome Screen of GNUKhata'''
* '''sudo ./gkinstall.sh'''
+
* Click on '''Select Existing Organization''' button
* With sudo command, we are giving root user privilege.
+
* You will notice the created organization appears in the list.
* This installation takes some time.  
+
  
 
|-
 
|-
||Open Terminal
+
||Type '''sudo stopgk''' to stop '''GNUKhata'''
Type '''sudo ./gkstart'''
+
 
||
 
||
When the prompt returns without any error.  
+
* To stop '''GNUkhata''', switch to the terminal, type '''sudo stopgk''' and press enter.
Type the command
+
* Give root password if asked
sudo startgk
+
 
+
  
 
|-
 
|-
||Opening '''GNUKhata'''
+
|| Show Slide
||
+
Summary
To run '''GNUKhata''' on your machine:
+
||  
* Open the '''Firefox''' browser.
+
So in this tutorial we have learnt :
* Type '''http://localhost''' in the address bar.
+
* To install '''GNUKhata'''
* You will be able to run '''GNUKhata'''.
+
To create:  
* If you cannot run '''GNUKhata''' with this url, please type '''http://localhost:8080'''
+
* New organization
 +
* Set preferences
  
  
 
|-
 
|-
||Stop '''GNUkhata'''
+
||/*Slide 9*/
 +
Assignment
 
||
 
||
To stop '''GNUkhata''' type on the '''terminal'''
+
* Set Preferences
 +
** Select '''Projectwise Accounting''' and type in first textbox '''Spoken Tutorial''' and for sanctioned amount type '''800'''
 +
** Select '''Manual Account Code'''
 +
** Click on '''Save''' button
 +
 
  
'''sudo stopgk'''
 
  
  
|-
 
||Summary
 
||
 
So in this tutorial we have seen:
 
* How '''GNUKhata''' can be used for Accounting purposes.
 
* We have also seen how to install '''GNUKhata'''.
 
  
 
|-
 
|-
||
+
||  
||
+
||  
 
* Watch the video available at:  http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
 
* Watch the video available at:  http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
 
* It summarizes the Spoken Tutorial project  
 
* It summarizes the Spoken Tutorial project  
Line 413: Line 357:
  
 
|-
 
|-
||Spoken Tutorial Workshops
+
|| Spoken Tutorial Workshops
||
+
||  
 
The Spoken Tutorial Project Team  
 
The Spoken Tutorial Project Team  
 
* Conducts workshops using spoken tutorials  
 
* Conducts workshops using spoken tutorials  
Line 421: Line 365:
  
 
|-
 
|-
||Acknowledgement
+
|| Show Acknowledgement Slide
||
+
Acknowledgement
 +
||  
 
* Spoken Tutorial Project is a part of the Talk to a Teacher  project
 
* 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
 
* It is supported by the National Mission on Education through  ICT, MHRD, Government of India
 
* More information on this Mission is available at:  http://spoken-tutorial.org\NMEICT-Intro
 
* More information on this Mission is available at:  http://spoken-tutorial.org\NMEICT-Intro
 
  
 
|-
 
|-
||Thank You!
+
|| Thanks for joining
||
+
||  
* That’s it for this tutorial.  
+
* That’s it for this tutorial. This is Trupti Kini from the GNUKhata project, IIT Bombay.
* In the upcoming tutorials, we shall learn more about  '''GNUKhata'''.  
+
 
* Thank you for watching.  
 
* Thank you for watching.  
* This is '''Trupti''' signing off, Good Bye.
+
 
 +
 
 +
 
 +
 
 +
 
 +
 
 +
|}

Latest revision as of 11:16, 22 July 2013

Title of script: Welcome to GNUKhata

Author: Trupti Kini

Keywords: video tutorial

Visual cue Narration
Display desktop Welcome to GNUKhata
Show Slide

Learning Objectives

In this tutorial, you will be able to:

  • Install GNUKhata
  • Run GNUKhata on your machines
  • Register an organization for a financial year
  • Set Preferences for the Organization
Show Slide

System Requirement

In this tutorial, I am using

  • Ubuntu 12.04 Operating System
  • GNUKhata version 1.2
  • Firefox version 17.0
Show Slide

System Requirements

  • GNUKhata works well on all versions of Ubuntu
  • Starting from 11.04 and above.
  • It has also been tested on Debian Distro of GNU/Linux.


To open GNUKhata interface:

  • We recommend Mozilla Firefox version 3.6 or above.
  • GNUKhata runs smoothly on browsers like Chromium and Opera.
What is GNUKhata?

GNUKhata is a Free and Open Source (FOSS) Accounting Software. It provides a solution for basic book keeping. It can be deployed by:

  • Profit making organizations and
  • Non-profit making organizations like NGOs.
GNUKhata Official Website

For more information on GNUKhata, please visit our website http://gnukhata.org.


Download GNUKhata
  • So let us now see how to install GNUKhata on Linux machines.
  • For this, you need to have the root admin access.
Go to http://www.gnukhata.org/public Let us go to the URL http://www.gnukhata.org/public
/* on the browser window*/
  • Click on installer_1.2.tar.gz
  • When download window pops up, choose Save file option and click OK
From this webpage, download installer_1.2.tar.gz on your machine by clicking on it
  • When download window pops up, choose Save file and click on OK


Copy installer_1.2.tar.gz to Home folder. Copy the downloaded tar file from your Downloads to your Home folder
Go to the Home folder Now go to your Home folder
Right-click on the installer_1.2.tar.gz then select Extract here

Installation of GNUKhata

Right-click on the installer_1.2.tar.gz and select Extract here.


Press Ctrl+Alt+T

Installation of GNUKhata

Open terminal by pressing Ctrl+Alt+T.


Type sudo apt-get update and press Enter
  • Type the command sudo apt-get update
  • Press Enter
  • Give the root password if asked


Type cd installer_1.2 and press Enter

Now, go inside the installer_1.2 folder by typing cd installer_1.2

  • Press Enter
Type sudo chmod +x ./gkinstall.sh and press Enter
  • Once inside the installer_1.2 directory, execute the following command:

sudo chmod +x ./gkinstall.sh

  • Press Enter
  • Give the root password if asked
  • With this command, we are giving the executable permission


Type sudo ./gkinstall.sh and press Enter
  • Now, type sudo ./gkinstall.sh
  • Press Enter
  • With sudo command, we are giving root user privilege.
  • This installation will take some time.
Type sudo startgk and press Enter

When the prompt returns without any error, type sudo startgk and press Enter

Open Firefox and type in the address bar

http://localhost:8080

  • To run GNUKhata on your machine, open the Firefox browser.
  • Type in the address bar http://localhost:8080 and then press enter.


GNUKhata's welcome screen

This is the Welcome screen of GNUKhata.

Point to buttons
  • Select Existing Organization
  • Create New Organization

Here you see two buttons:

  • Selecting Existing Organization
  • And the second is Create New Organization

Click on Create New Organization button

  • Since we have just installed GNUKhata, we will have to create a new organization.
  • For this, click on Create New Organization button.
Point to the four options Organization Name, Organization Type, Financial year From date and To date

Four important options of GNUKhata appear on the screen:

  • Organization Name.
  • Organization Type.
  • Financial Year From Date and
  • To date
In Organization Name text box, type Welcome
  • Here, in the Organization Name field, let's type the name of a company.
  • For example, Welcome
Choose from the drop down of Organization Type
  • Next, under Organization Type, we have two choices Profit Making and NGO
  • Let me select NGO as my option.
Enter the financial year
  • Now we have to specify From Date and To Date
  • I will type in from date
    • 01 press enter
    • 04 press enter
    • 2011 press enter
  • To date appears automatically
Click on Next

Now, press the Next button.

Screen 2

Point to Welcome and Financial Year

The name of the organization and the financial year period appears at the top.


Point to the various text boxes
  • Information pertaining to the organization has to be filled here.
  • For now, I will choose not to fill any of these details, as they are optional.
Point to Save button

If you choose to fill details here, then click on Save button before proceeding.

Click on Skip button

However, since we are not entering any details here, let's press the Skip button.

Point to loader
  • Note, we have to wait for some time, because the database is being created.
  • This is a one-time process while creating a new organization.
Screen 3

Point to two checkboxes:

  • Projectwise Accounting
  • Manual Account Codes
  • On the next webpage, you have to choose the Preferences for your organisation.

There are two checkboxes here:

  • Projectwise Accounting
  • Manual Account Codes
Point to 1st check box (Projectwise Accounting)

If you want project wise accounting, then check the Projectwise Accounting checkbox.


Check Projectwise Accounting checkbox >> Point to the new textboxes below.
  • Note what happens when this checkbox is checked.
  • Two new textboxes appear below


Point to the first textbox >> Type spoken tutorial
  • We have to type the name of that project in the first textbox.
  • So, let's type spoken tutorial.
Point to the second textbox >> Type 800
  • Enter the sanctioned amount for that project, in the next textbox.
  • Let's enter 800 as the sanctioned amount.
Point to Add more projects option
  • To add more than one project name, click on Add More Projects option.
  • I won't do it for now since it will be a repetitive task.

.

Point to Manual Account Codes check box
  • Next checkbox is for Manual Account codes.

If you check this check-box:

  • The account code will be auto-generated while creating accounts.
  • You can optionally give account codes manually while creating accounts.


Check Manual Account Codes checkbox
  • Many organizations and individuals choose to maintain the account code manually
  • So I will check this checkbox.
Press Save button
  • After stating your preference, press Save button.
  • A message will be displayed at the top - Your preferences have been saved.

After adding the preferences, we can create new accounts by clicking on Create Account button

Point to the Quit button
  • At this point if you want to quit GNUKhata, you can click on Quit button.
  • For now I will click on Quit button.
Point to welcome screen
  • You are directed to the Welcome Screen of GNUKhata
  • Click on Select Existing Organization button
  • You will notice the created organization appears in the list.
Type sudo stopgk to stop GNUKhata
  • To stop GNUkhata, switch to the terminal, type sudo stopgk and press enter.
  • Give root password if asked
Show Slide

Summary

So in this tutorial we have learnt :

  • To install GNUKhata

To create:

  • New organization
  • Set preferences


/*Slide 9*/

Assignment

  • Set Preferences
    • Select Projectwise Accounting and type in first textbox Spoken Tutorial and for sanctioned amount type 800
    • Select Manual Account Code
    • Click on Save button



Spoken Tutorial Workshops

The Spoken Tutorial Project Team

  • Conducts workshops using spoken tutorials
  • Gives certificates to those who pass an online test
  • For more details, please write to contact@spoken-tutorial.org
Show Acknowledgement Slide

Acknowledgement

  • Spoken Tutorial Project is a part of the Talk to a Teacher project
  • It is supported by the National Mission on Education through ICT, MHRD, Government of India
  • More information on this Mission is available at: http://spoken-tutorial.org\NMEICT-Intro
Thanks for joining
  • That’s it for this tutorial. This is Trupti Kini from the GNUKhata project, IIT Bombay.
  • Thank you for watching.




Contributors and Content Editors

Nancyvarkey, Trupti