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

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'''sudo chmod +x ./gkinstall.sh'''
 
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* With this command, we are giving the executable permission
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* Give the root password if asked
  
 
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Revision as of 13:08, 21 May 2013

Visual cue Narration
Display desktop Welcome to this series of spoken tutorials on GNUKhata version 1.2
Show Slide

Learning Objectives

At the end of this tutorial, you will be able to:

  • Install GNUKhata
  • Run GNUKhata on your machines
  • Register an organisation for a financial year
  • Set Preferences for the Organisation
  • Create Accounts in GNUKhata
  • Login into GNUKhata
Show Slide

System Requirements

To record 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 can also run smoothly on other browsers like Chromium and Opera.
What is GNUKhata?

GNUKhata is a Free and Open Source (FOSS) Accounting Software. It can be deployed by:

  • Both Profit making and Non-profit making organisations
  • NGOs.

It provides a Free and Open Source(FOSS) solution for basic book keeping.

GNUKhata Official Website

For more information about 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.


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

Installation of GNUKhata

Right-click on the installer and select Extract here.


Press Ctrl+Alt+T

Installation of GNUKhata

Open terminal by pressing Ctrl+Alt+T and type following commands.


Type sudo apt-get update and hit Enter
  • Type the command sudo apt-get update
  • Give the root password if asked
Type cd installer_1.2 and hit Enter

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

Type sudo chmod +x ./gkinstall.sh and hit Enter
  • Once inside the installer directory, execute the following command:

sudo chmod +x ./gkinstall.sh

  • With this command, we are giving the executable permission
  • Give the root password if asked
Type sudo ./gkinstall.sh and hit Enter
  • Now, type sudo ./gkinstall.sh
  • With sudo command, we are giving root user privilege.
  • This installation takes some time.
Type sudo startgk and hit Enter

When the prompt returns without any error, type the command sudo startgk

Open Firefox and type in the address bar

http://localhost:8080

  • To run GNUKhata on your machine, open the Firefox browser.
  • Type http://localhost in the address bar.
  • You will be able to run GNUKhata.
  • If you cannot run GNUKhata with this url, please type http://localhost:8080


GNUKhata's welcome screen

This is the Welcome screen of GNUKhata.

Point to buttons
  • Select Existing Organisation
  • Create New Organisation

Here you see two buttons:

  • The first one is Selecting Existing Organisation
  • And the second is Create New Organisation.

Click on Create New Organisation button

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

Four important options of GNUKhata appear on the screen:

  • Organisation Name.
  • Organisation Type.
  • Financial Year From Date and
  • To date
In Organisation Name textbox, type Free Accounting Foundation
  • Here, in the Organisation Name field, let's type the name of a company.
  • For example, Free Accounting Foundation.
Choose from the dropdown of Organisation Type
  • Next, under Organisation Type, we have two choices NGO or a Profit Making organisation.
  • Let me select NGO as my option.
Enter the financial year
  • Now we have to specify From Date and To Date for the financial year.
  • I will type 01-04-2011 and 31-03-2012 respectively.
Click on Next

Now, press the Next button.

Screen 2

Point to Free Accounting Foundation and Financial Year

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


Point to the various textboxes
  • Information pertaining to the organisation 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 the Save button before proceeding.

Click on Skip button

However, since we are not entering any details, 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 organisation.
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 box.


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 the 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 Add More Projects option.
  • I won't do it 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 organisations or 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.

Point to the Quit button

At this point if you want to quit GNUKhata, you can press the Quit button.

Click on Create Account button

For now I will click on Create Account button to create a few accounts.


Screen 4

Here, we have to add accounts for the organisation.

Point to Group Name and Sub-group Name

Every account falls under a Group and optionally a Sub-Group.


Click on dropdown of Group Name

Click on the dropdown to see all the Group names provided by GNUKhata.

Point to Corpus, Current Liability, Loans(Liability)
  • Notice the Groups Corpus, Current Liability, Loans(Liability).
  • These accounts will have Credit opening balance.
Point to Current Asset, Fixed Assets and Loans (Asset).
  • Then, there are groups like Current Asset, Fixed Assets and Loans (Asset).
  • These accounts will normally have Debit opening balance.
Point to Direct Income, Indirect Income, Direct Expense and Indirect Expense.

The groups Direct Income, Indirect Income, Direct Expense and Indirect Expense will not have any opening balance.

All other groups will have an opening balance.

Choose Current Asset from Group Name drop down.
  • I will choose Current Asset as Group Name.
  • Assets represent everything which a business owns and has a monetary value.


Point to Sub-Group Name

Click on the dropdown of Sub-Group Name

  • After selecting Group Name, you have to select the Sub-Group Name as required.
  • These are the subgroups provided by GNUKhata.
  • You can add any Sub-Group Name as you wish.
  • For now, I shall choose Bank as a Sub-Group Name.


Choose Bank from Sub-Group Name drop down
  • But you can create additional subgroups also.
  • We will learn that in another tutorial.
Point to Account Name text box.

Enter SBI

  • In the Account name field,
  • I will type the name of the Account as SBI.


Point to Account Code
  • Recall, we had preferred to create account codes manually earlier.
  • So here,we see a field for account code.
Point to Account Code
  • GNUKhata suggests an account code, as you can see.
  • We can edit the suggested code or we can leave it as it is


Point to Debit opening balance textbox
  • Next, let's enter the Debit Opening Balance.
  • The default value as you can see is 0.00
  • You can accept this or enter any positive or negative value.
Enter 5000 in Debit opening balance textbox

I will enter 5000 as debit opening balance.


Point to Total Debit Opening Balance

The total of all Debit Opening Balances entered so far will be displayed here.

Point to Total Debit Opening Balance

Right now it is 0 because we have not yet saved this account with its debit opening balance.

Point to Total Credit Opening Balance

Next, the total of all Credit Opening Balances so far entered is displayed here.

Point to Total Credit Opening Balance

Right now it is 0 because no account with credit opening balance has been saved.

Point to Difference in Opening Balance

The last field displays the difference between debit and credit opening balances.


Press Save button

After filling all the necessary data, I will press the Save button.


Point to message Account SBI added successfully

A message appears at the top which tells you have successfully created the desired account.

Point to Total Debit Opening Balance

Note that the amount in the Total Debit Opening Balance has been updated.

Point to Total Debit Opening Balance and Total Credit Opening Balance.

Total Debit and Credit Opening Balance depend on what type of opening balance you have entered.

Point to Total Debit Opening Balance, Total Credit Opening Balance and Difference in Opening Balances.
  • Note that, Total debit opening balance, Total credit opening balance and Difference in opening balance are read only fields.

They get updated after saving a new account.

ClickFinish button.
  • If you wish then you can create more accounts.
  • Else click on the Finish button.
Screen 4

Congratulations! You have now created the books for the organisation Free Accounting Foundation .

Point to Username and password.

Next, a new screen appears which asks for the username and password.

Point to admin username.

Click on Login button

  • The default username and the password is admin.
  • You can change it later if you want.
  • Lets click on the Login button.
Screen 5

Note, a new page appears with the name of the organization and the financial year period.

Notice the menu bar at the top with some options.

Click on Logout

To logout, you can click on the Logout option at the top right of the screen.

Type sudo stopgk to stop GNUKhata

To stop GNUkhata, switch to the terminal and type sudo stopgk

Show Slide

Summary

So in this tutorial we have learnt :

  • To install GNUKhata

To create:

  • New organisation
  • Set preferences
  • Add an account and finally log into GNUKhata.
/*Slide 9*/

Assignment

  • Create new organisation in GNUKhata named Spoken Tutorial
  • Set Preferences
    • Select Projectwise Accounting
    • Add project name Accounting
  • Add an account for corpus/capital group name



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