.. toctree:: :numbered: Master menu =========== Aakash Business Tool's master menu includes below options: **Create account** * Create accounts under respective ``group`` and ``subgroup`` with opening balance(it can be ``0.00``). * Search/Edit/Delete account. **Transaction** * ``Record`` transaction in ABT. * ``Search/Edit/Clone/Delete`` transaction. **Reports** * View different types of reports such as ``Ledger, Trial Balance, Project Statement, Cash Flow, Balance Sheet, Profit & Loss/Income & Expenditure``. **Bank Reconciliation** * Set clearance date for cleared transaction and view ``Bank Reconciliation`` statement. **Preferences** * User can ``Edit/Delete organisation details`` and ``Add/Edit/Delete project name``. **Rollover** * Transfer the holdings to the next financial year. **Export organisation** * Export organisation data from one tablet to another. **User User account settings** * Set new username and password. * Create new user role. **Help** * How to use ABT. Guest ----- .. image:: images/guest_master.png :align: center :height: 200pt :width: 350pt **Rights of Guest** : 1. Except ``User account settings``, **guest** can access all other options. Admin ----- .. image:: images/admin_master.png :align: center :height: 200pt :width: 350pt **Rights of Admin** : 1. **Admin** have access to all the above options. 2. As ``User account settings`` option is selected, it prompts a dialog with three options ie. ``Change username``, ``Change password`` (to change own username and password) and ``add user``. .. image:: images/user_settings.png :align: center :height: 200pt :width: 350pt 3. As ``add user`` is clicked, all the details about last login and logout time of manager and operator are displayed in the list as per the seleted radio button ie. manager or operator. .. image:: images/user_table.png :align: center :height: 200pt :width: 350pt 3. Admin can add user ie. manager or operator using add user button. .. image:: images/add_user.png :align: center :height: 200pt :width: 350pt 4. Admin can change username or password of any user by clicking the respective user row from the list . .. image:: images/edit_username.png :align: center :height: 200pt :width: 350pt .. image:: images/edit_password.png :align: center :height: 200pt :width: 350pt Manager ------- .. image:: images/manager_master.png :align: center :height: 200pt :width: 350pt **Rights of Manager** : 1. Except ``rollover`` and ``delete existing organisation``, **manager** can access all other options. 2. As ``User account settings`` option is selected, it prompts a dialog with three options ie. ``Change username``, ``Change password`` (to change own username and password) and ``add user``. 3. As ``add user`` is clicked, all the details about last login and logout time of operator are displayed in the list. .. image:: images/operator_table.png :align: center :height: 200pt :width: 350pt 4. Manager can add operator using add user button. 5. Manager can change username or password of operator by clicking the respective user row from the list . Operator -------- .. image:: images/operator_master.png :align: center :height: 200pt :width: 350pt **Rights of Operator** : 1. **Operator** has access to ``Create account, Transaction, all reports, Add projects, User account settings, Export organisation and Help``.