Daftra Academy

Finish the track, pass the assessment, and get a certificate with a verification number any employer can check.

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Daftra certifications

Browse our wide range of specialist courses in accounting, sales and management, and start your journey to a better future.

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Every course on the Academy is free. There is nothing to pay, now or later.

Showing 1 - 9 of 9 courses

  • Free

    Treasuries and Bank Accounts in Daftra

    A complete guide to setting up treasuries and bank accounts in Daftra, from adding them and reconciling bank statements to payment methods and default treasuries for each employee.

    22 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Customer Management in Daftra

    A complete guide to setting up customer management in Daftra: customer settings, custom data fields, customer portal access and more.

    44 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Sales Reps and Route Management in Daftra

    Learn to organise field visits for sales and delivery reps in Daftra, from areas and route templates to assigning daily routes and tracking visits and their reports.

    58 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Daftra Mobile and Desktop Apps: A Practical Guide

    A practical guide to three Daftra apps: the mobile stocktaking app, the desktop Point of Sale app that works offline, and the ESS app for employee attendance.

    26 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Setting Up General Settings in Daftra

    A complete guide to configuring Daftra's general settings, from account details and your logo to taxes, branches and sequential numbering.

    20 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Auto-Send Rules in Daftra

    Learn to set up auto-send rules in Daftra so that invoices, quotations, returns, debit and credit notes, work orders and appointments reach clients or employees automatically by email or SMS.

    55 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Managing the Cheque Cycle in Daftra

    Learn to manage the cheque cycle in Daftra: customise cheque print templates, record, deposit and collect cheques received from clients, and issue and track cheques paid to suppliers.

    22 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Customer Loyalty Points in Daftra

    Learn to run customer loyalty points in Daftra: loyalty rules, earning points on sales invoices, redeeming them as discounts, configuring the settings and reading the reports.

    54 minutes

    Daftra Academy

    Daftra Education Team