Setting the Primary Bank Account

From all the virtual bank accounts that you have in Daftra, you can set one to be your primary account so that all the financial transactions occur on it by default in case you don’t choose another bank account.

In the next steps, we will learn how to set up a bank account as primary in Daftra.

Steps to set the Back Account as Primary

  • Click on “Finance” from the main menu.
  • Click on “Treasuries & Bank Accounts“.
  • Select the bank account that you want to set as the main account.
  • Click on “Mark as primary“.