{"id":11150,"date":"2023-05-18T09:52:55","date_gmt":"2023-05-18T09:52:55","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d8%b1%d8%a8%d8%b7-%d8%ad%d8%b3%d8%a7%d8%a8-%d8%ae%d8%b2%d9%8a%d9%86%d8%a9-%d8%a8%d8%af%d9%84%d9%8a%d9%84-%d8%a7%d9%84%d8%ad%d8%b3%d8%a7%d8%a8%d8%a7%d8%aa-%d8%a8%d8%a7%d9%84%d8%ae%d8%b2%d9%8a%d9%86\/"},"modified":"2023-12-26T12:05:48","modified_gmt":"2023-12-26T12:05:48","slug":"linking-a-treasury-account-in-the-chart-of-accounts-to-a-treasury-available-in-the-finance-app","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/linking-a-treasury-account-in-the-chart-of-accounts-to-a-treasury-available-in-the-finance-app\/","title":{"rendered":"Linking a treasury account in the chart of accounts to a treasury available in the &#8220;Finance&#8221; app"},"content":{"rendered":"<p>As is known, treasuries and bank accounts are created from within the <strong>Finance<\/strong> &gt; <strong>Treasuries &amp; Bank Accounts<\/strong> screen. However, sometimes a treasury is created <strong>as a sub-account<\/strong> in the chart of accounts, which is <strong>incorrect<\/strong>. To address this mistake and avoid having to edit or delete old transactions, please follow these steps:<\/p>\n<p>1- Redirect the routing of the treasury account<br \/>\n\u2756 <strong>Accounting<\/strong> &gt; <strong>Accounting Settings<\/strong> &gt; <strong>Accounts Routing <\/strong>&gt; <strong>Treasury<\/strong> &gt; <strong>Routing Type &#8220;Specify per each&#8221;.<\/strong><\/p>\n<p>2- Add a new treasury from within the <strong>&#8220;Finance&#8221;<\/strong> screen with the same name as the account created in the chart of accounts.<\/p>\n<p>3- Assign the sub-account account previously added within the chart of accounts in the <strong>&#8220;Account&#8221;<\/strong> field while adding the treasury.<\/p>\n<p>4- After linking and saving the treasury, all the transactions previously made will be transferred to the new treasury.<\/p>\n","protected":false},"author":17,"template":"","categories":[2118,2109,2115,2120],"tags":[3171,5185,5186,5187,5188,5189],"class_list":{"0":"post-11150","1":"faq","2":"type-faq","3":"status-publish","4":"hentry","5":"category-finance","6":"category-general-accounting","7":"category-chart-of-accounts","8":"category-treasuries-bank-accounts","9":"tag---en","11":"tag----en","14":"tag-----en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Linking a treasury account in the chart of accounts to a treasury available in the &quot;Finance&quot; app - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/linking-a-treasury-account-in-the-chart-of-accounts-to-a-treasury-available-in-the-finance-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Linking a treasury account in the chart of accounts to a treasury available in the &quot;Finance&quot; app - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"As is known, treasuries and bank accounts are created from within the Finance &gt; Treasuries &amp; Bank Accounts screen. 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