Routing Automatic Journal Entries (Account Routing) in Daftra

Learn how to route the journal entries Daftra creates automatically to the accounts you choose in your chart of accounts, for sales, purchases and inventory.

Duration: 38 minutes; Video content
Instructors: Daftra Academy; Daftra Education Team

About this course

When you record a sales invoice, a purchase invoice or a stock movement in Daftra, the system creates a journal entry automatically. Account routing decides which account in the "Chart of Accounts" that entry is posted to, instead of leaving it on the default accounts.

The course covers this in three practical lessons:

Routing accounts for a client and for sales invoices, with a worked example.
Routing accounts for a supplier and for purchase invoices.
Routing accounts for warehouses.

Each lesson shows the resulting entry and the balance of the routed account inside the chart of accounts, so you can confirm the entry landed where you intended.

What you will learn

Understand what account routing does for the journal entries Daftra creates automatically.
Route client and sales invoice accounts to the right accounts in the chart.
Route supplier and purchase invoice accounts.
Route inventory accounts at warehouse level.
Check the resulting entry and the routed account's balance in the "Chart of Accounts".

Who this is for

Accountants managing "General Accounts" in Daftra.
Business owners who want a more detailed chart of accounts by client, supplier or warehouse.

Before you start

An active Daftra account with General Accounts enabled.
A basic understanding of the chart of accounts and journal entries.

Course content

3 lessons • 38 minutes

1Course lessons3 lessons • 38 minutes
- Routing sales accounts in Daftra17 minutes
- Routing purchase accounts in Daftra14 minutes
- Routing inventory accounts in Daftra7 minutes

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FAQ

What is account routing?

It sets which account in the "Chart of Accounts" receives the entries Daftra creates automatically from transactions such as sales and purchase invoices and warehouse movements.

Which transactions does the course cover?

Sales (the client and the sales invoice), purchases (the supplier and the purchase invoice), and inventory (warehouses).

How do I check that the routing works?

Each lesson shows the entry the transaction produced and the balance of the routed account in the chart of accounts, and you can follow the same check in your own account.

What language are the videos in? Is there English support?

The videos are in Arabic and do not have captions or a transcript yet. Each lesson has a written description and summary in both Arabic and English.