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Managing General Accounts in Daftra

A complete guide to configuring general accounting in Daftra: the chart of accounts, journal entries, cost centres, fixed assets and the fiscal year.

Duration
1 hour
Video content
Learners
+3
Learners
Instructors
Daftra Academy
Daftra Education Team

About this course

This course walks you through setting up and managing general accounting in Daftra, step by step, in short videos recorded on the real Daftra screens.

It starts with the chart of accounts, the foundation every other accounting task is built on, then moves on to organising journal entries, creating cost centres and assigning them to different transactions, and managing fixed assets. It finishes with setting up the fiscal year, defining closed periods and reopening a closed year, applying taxes and cost centres to journal entries, and importing a batch of entries from an Excel file.

Where one exists, each lesson links to the matching written guide in the Daftra documentation, so you can come back to it while you work.

What you will learn

  • Build a chart of accounts and understand how it branches into main and sub-accounts.
  • Record and organise journal entries in Daftra.
  • Create cost centres and assign them to sales invoices, receipts and expenses.
  • Add and manage fixed assets.
  • Set up the fiscal year and divide it into accounting periods.
  • Define closed periods, and reopen a closed fiscal year when you need to.
  • Apply taxes and cost centres to journal entries.
  • Import a batch of journal entries from an Excel file.

Who this is for

  • Accountants who use Daftra or are moving to it.
  • Owners of small and medium businesses who manage their own accounts.
  • Finance teams responsible for setting up general accounts in Daftra.

Before you start

  • An active Daftra account.
  • A basic understanding of accounting concepts such as assets, liabilities, revenue and expenses.

Course content

10 lessons • 1 hour 13 minutes

  1. 1Course lessons
    • Building the chart of accounts in Daftra6 minutes
    • Organising journal entries in Daftra accounting8 minutes
    • Cost centres and how to manage them in Daftra4 minutes
    • Assigning cost centres to transactions in Daftra9 minutes
    • Managing fixed assets in Daftra11 minutes
    • Setting up the fiscal year in Daftra7 minutes
    • Reopening a closed fiscal year in Daftra3 minutes
    • Setting closed periods in Daftra5 minutes
    • Applying taxes and cost centres to journal entries in Daftra7 minutes
    • Importing journal entries from an Excel file in Daftra13 minutes

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FAQ

Do I need an accounting background to follow this course?

A basic understanding of accounting is enough. Each lesson explains the concept, such as the chart of accounts, cost centres or fixed assets, before showing how to apply it in Daftra.

In what order should I take the lessons?

Follow the order shown. The chart of accounts is the foundation that journal entries, cost centres and the later lessons depend on.

Can I follow along in my own account?

Yes. The videos show the real Daftra screens, so you can apply each step in your own account. Most lessons also link to the matching written guide.

What language are the videos in?

The videos are in Arabic. Every lesson has an English transcript and English captions.

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