Difference between revisions of "Initial setup"

Latest revision as of 18:31, 31 October 2021

Minimal setup

Before using Gestinux, you must enter a minimal set of parameters.

Accounting setup

You must then check some accounting basic informations

Sales setup

Then, if you want to make quotes and invoices, you must setup or check basic data, depending on legal requirements varying in different countries, and on your commercial practices.

Rights to enter or edit setup

By default, all users can change the setup and other data.

If you want, you can create several users and forbid some changes on setup data for some of them. Up to now, this must be done with a SQL administration tool, removing some rights from some tables in the database. You can ask for help from a developer.

Menu options and buttons will always been displayed active and when some forbidden change is attempted, the user will only get an unfriendly, hard to understand message. This should be improved in the future...

The password of an username can be changed in Gestinux as explained on this page

Ready to go

You can then start using Gestinux

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-{{#CustomTitle:Initial setup}}
+{{DISPLAYTITLE:Initial setup}}
 == Minimal setup ==
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 # [[Accounts|Define or update your account chart]]
 # [[AccountingTemplates|Optionnally, define accounting entry templates with computations]]
-== Journals ==
-Before you can make any accounting entries, you will have to create some journals.
-They can be [[Import journals/fr|imported]] from a file or from an another database produced by other accounting software. Some example [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/ sets of test data] are available which can be imported. They are currently produced by some French software ([https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/Sage%20Ligne%20100%20%28BIJOU%20S.A%29/ SAGE Ligne 100] and [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/APISoft%20Expert%20%28Promatex%29/ APISoft Expert]). If you can provide other test data (especially in English or languages other than French) please contact the developers on the [http://gestinux.net/forum/viewforum.php?f=10 forum].
-You can also define journals manually, from the menu ('''Parameters''', '''Journals'''), or in [[AccountingEntry|Accounting entry]] before selecting a journal.
-The data you have to provide is as follows :
-* A journal code (10 characters or digits) as a short identifier. It must be unique (i. e. distinct from all other journal codes).
-* The journal name (there is a 50 character maximum length) giving the full name of the journal.
-* The journal type (''Cash'' to [[BankStatements|match bank statements]], other journal types are not used).
-* The account number (For cash journal only)
-* Manual entry : if you uncheck this option, this journal will only accept imported data. You will not be able to key data in manually.
-* Close date : no import or entry will be possible before this date. If the date is left empty there is no date restriction.
-The Close date can be edited (or erased).
-== Chart of Accounts ==
-Then you have to import or create some ''accounts''. (More documentation will be soon available...)
-It is possible to import all this data from separate files, produced by other applications (provided it is in the correct format).
-For initial testing, this is the easiest way to begin exploring Gestinux.
-Currently, files produced by French accounting software (SAGE 100) are [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/Sage%20Ligne%20100/ provided] which you can import to set up a test accounts database.
-If you can provide export files from other accounts software, (originating outside France or in languages other than French), you are welcome to contact the developers.
 == Sales setup ==
-Then, if you want to make [[quotes]] and [[SalesInvoices|invoices]], you must setup or check basic data, depending of legal requirements varying in different countries, and to your commercial practices.
+Then, if you want to make [[quotes]] and [[SalesInvoices|invoices]], you must setup or check basic data, depending on legal requirements varying in different countries, and on your commercial practices.
 # [[SalesCategories|Sales categories]]
@@ Line 60: / Line 32: @@
 # [[ContactTitles|Contact titles]]
 # [[Areas|Delivery areas]]
+== Rights to enter or edit setup ==
+By default, all users can change the setup and other data.
+If you want, you can create several users and forbid some changes on setup data for some of them.
+Up to now, this must be done with a SQL administration tool, removing some rights from some tables in the database.
+You can ask for help from a developer.
+Menu options and buttons will always been displayed active and when some forbidden change is attempted, the user will only get an unfriendly, hard to understand message. This should be improved in the future...
+The password of an username can be changed in Gestinux as explained on [[Users|this page]]
 == Ready to go ==
 You can then start [[Using|using Gestinux]]