A practical course on the Finance area of Daftra: categorising expenses, creating and importing payment and receipt vouchers, adding expenses with AI and managing employee custody.
This course brings together the lessons on the "Finance" menu in Daftra, where day-to-day expenses and income are recorded through payment vouchers and receipt vouchers, each with its effect on the journal entries.
It starts with setting up expense and income categories and using them in reports, then moves on to creating vouchers, either for a single sub-account or for several sub-accounts in one voucher, and importing them in bulk from a CSV file.
6 lessons • 1 hour 1 minute
Nobody has rated this course yet.
Nobody has rated this course yet.
The videos are in Arabic. Every lesson has an English transcript and English captions.
A payment voucher records money leaving a treasury or bank account for a sub-account such as electricity. A receipt voucher records money coming into the treasury, so the treasury is on the debit side and the sub-account on the credit side. Daftra creates the journal entry for each voucher as soon as it is saved.
No. A draft voucher gets its journal entry only after it has been reviewed and saved from the draft page.
Yes, from the three dots next to the category, provided it is not linked to any previous transaction in the system.
Join thousands of learners and grow your skills with Daftra Academy
