Difference between revisions of "Initial setup"
| Line 4: | Line 4: | ||
# [[Glanguage|Confirm the language]] | # [[Glanguage|Confirm the language]] | ||
| − | # [[Gdatabase|Define and | + | # [[Gdatabase|Define and possibly create the database]] to use. |
== Company == | == Company == | ||
| − | It might be useful to enter some | + | It might be useful to enter some information about the company or organization you want to manage. |
| − | + | This data can be printed on reports. | |
Note that there is only one company in one database. | Note that there is only one company in one database. | ||
| − | + | Go to the '''Parameters''' menu option and then choose '''Company'''. | |
== Fiscal periods == | == Fiscal periods == | ||
| − | + | Go to the '''Parameters''' menu option and then '''Periods''' and click the "+" sign to create at least one active fiscal period. | |
| − | Dates should be entered in | + | Dates should be entered in your system's date format. |
== Journals == | == Journals == | ||
| − | Before accounting | + | Before you can make any accounting entries, you will have to create some journals. |
| − | They can be imported from a file or | + | They can be imported from a file or from an accounts database produced by other accounting software. For evaluation purposes, it is advisable to start by importing a set of test data. Please read the page explaining how to [[Import journals/fr|import journals]]. |
| − | Some [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/ sets of test data] | + | Some example [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/ sets of test data] which can be imported 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] et [https://sourceforge.net/projects/gestinux/files/Imports%20for%20test/French/APISoft%20Expert%20%28Promatex%29/ APISoft Expert]), are available. |
| − | If you can provide | + | 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 manually | + | 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]], others are not used. |
| − | * | + | * The account number (For cash journal only) |
| − | * Manual entry : if you uncheck, 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 | + | * Close date : no import or entry will be possible before this date included. If the date is left empty there is no date restriction. |
| − | Close date can be edited | + | The Close date can be edited (or erased). |
| − | == | + | == Chart of Accounts == |
| − | Then | + | Then you have to import or create some ''accounts''. (More documentation will be soon available...) |
| − | It is possible to import all | + | It is possible to import all this data from separate files, produced by other applications (provided it is in the correct format). |
| − | For | + | For initial testing, this is the easiest way to begin exploring Gestinux. |
| − | Currently, | + | 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 | + | 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. |
| − | == | + | == Ready to go == |
You can then start [[Using|using Gestinux]] | You can then start [[Using|using Gestinux]] | ||
Revision as of 00:01, 1 February 2013
{{#CustomTitle:Initial setup}}
Before using Gestinux, you must enter a minimal set of parameters.
Company
It might be useful to enter some information about the company or organization you want to manage. This data can be printed on reports.
Note that there is only one company in one database. Go to the Parameters menu option and then choose Company.
Fiscal periods
Go to the Parameters menu option and then Periods and click the "+" sign to create at least one active fiscal period. Dates should be entered in your system's date format.
Journals
Before you can make any accounting entries, you will have to create some journals.
They can be imported from a file or from an accounts database produced by other accounting software. For evaluation purposes, it is advisable to start by importing a set of test data. Please read the page explaining how to import journals.
Some example sets of test data which can be imported produced by some French software (SAGE Ligne 100 et APISoft Expert), are available.
If you can provide other test data (especially in English or languages other than French) please contact the developers on the forum.
You can also define journals manually, from the menu (Parameters, Journals), or in 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 match bank statements, others 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 included. 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 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.
Ready to go
You can then start using Gestinux