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Hands-On Accounting in Daftra: Training Workshop

A Daftra training workshop for practising accounting tasks step by step in Daftra, from registering products and invoices through to producing the income statement and balance sheet.

Duration
3 hours
Video content
Learners
+3
Learners
Instructors
Daftra Academy
Daftra Education Team

About this course

This workshop is a practical introduction to financial accounting, applied in Daftra. It starts from the idea that an accountant should see the business the way its owner does: not only entering journal entries, but working towards a result that supports decisions through the income statement and the statement of financial position.

The sessions follow the example of a new company recorded in Daftra from scratch:

  • "General Accounts" settings, and registering customers, suppliers, products and fixed assets, including importing products from an Excel file.
  • Purchase and sales invoices, returns and expenses, and the journal entries they create automatically.
  • Purchase invoices with stock permissions enabled and without them.
  • Inventory tracking by serial number or shipment, the cost of instant versus pre-prepared production, and work orders.

Mohamed Amin, accounts manager and financial consultant at Daftra, joins the third and fourth sessions.

What you will learn

  • See the business from its owner's point of view and understand what the financial statements are for
  • Register products manually or import them from an Excel file
  • Create purchase and sales invoices and read the journal entries they generate
  • Set up a small business's books in Daftra through to the income statement and balance sheet
  • Issue purchase invoices with or without stock permissions enabled
  • Add inventory tracking to products by serial number or shipment
  • Understand how cost is handled for instant versus pre-prepared production, and link purchase invoices to work orders

Who this is for

  • Junior accountants and accounting students
  • Small business owners who keep their books in Daftra
  • Accountants setting up a new company's books in the system

Before you start

  • An active Daftra account
  • Familiarity with basic accounting concepts such as journal entries and the balance sheet

Course content

4 lessons • 3 hours 24 minutes

  1. 1Course lessons
    • Hands-on training in Daftra accounting: session 154 minutes
    • Hands-on training in Daftra accounting: session 259 minutes
    • Hands-on training in Daftra accounting: session 354 minutes
    • Hands-on training in Daftra accounting: session 437 minutes

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FAQ

How does this differ from the "Beginner to Professional Accountant" workshop?

This workshop sets up a small business's books in Daftra through to the financial statements and covers inventory tracking and work orders, while the other workshop focuses on the newly graduated accountant and the purchasing, sales and expense cycles.

Can products be imported instead of entered one by one?

Yes. The first and second sessions show importing products from an Excel file containing the name, code, barcode, and sale and purchase prices.

Do I need to enable stock permissions?

The third session explains both approaches: with stock permissions enabled, where the warehouse confirms receipt, and without them, where the accountant also looks after the stock in a small business.

What language are the sessions in?

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

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