{"id":147298,"date":"2026-09-22T12:08:50","date_gmt":"2026-09-22T12:08:50","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=147298"},"modified":"2026-09-23T12:55:03","modified_gmt":"2026-09-23T12:55:03","slug":"what-is-daftra","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/what-is-daftra\/","title":{"rendered":"What Is Daftra"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Daftra is a <strong style=\"color: #111827;\">comprehensive business management system (ERP)<\/strong> that runs online (cloud-based), allowing business owners and companies to manage their entire business from one place: from issuing invoices and dealing with clients and suppliers, through inventory and accounting management, all the way to managing teams and human resources. It can be accessed from any internet-connected device without needing to install software on the company&#8217;s devices.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Who Is Daftra Suited For?<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Daftra is designed to serve different types of businesses, from small individual ventures to medium-sized companies, across multiple sectors such as: trade and retail, service and consulting provision, restaurants and points of sale, manufacturing, equipment and unit rental, and construction. And because the system is built on the principle of activatable &#8220;apps&#8221; when needed, each business can use only the tools it needs without extra complexity.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Daftra&#8217;s Key Offerings<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Sales &amp; Invoicing<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Issue professional sales invoices that automatically calculate taxes and discounts, with support for quotations, sales orders, credit and debit notes, recurring invoices, and Point of Sale (POS) for businesses that sell directly to clients at a store or point of sale.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Clients &amp; Suppliers<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A complete record for every client and supplier including contact details, addresses, balance, and statement of account, to make it easier to track financial dealings with each party.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Products &amp; Inventory<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Manage products and services with support for tracking quantities and multiple inventories when needed, and different price lists based on client categories or markets.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Accounting<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Automatic recording of the financial impact of every sale, purchase, or expense as journal entries, with a chart of accounts and cost centers to accurately track the performance of your business&#8217;s departments or projects.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Human Resources<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Manage your team as system users with defined roles and permissions, alongside optional tools for attendance and departure, payroll, leaves, and task management.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 22px 0 10px;\">Additional Apps Based on Your Business&#8217;s Nature<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">For specialized businesses, Daftra provides dedicated apps such as: Manufacturing (to convert raw materials into finished products via production orders), Rental Management, Construction (to track project costs item by item), and Bookings (for businesses that rely on advance appointments, such as clinics and salons).<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> all of these modules work as separate &#8220;apps&#8221; that you can activate or deactivate at any time from the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/plugin_manager\/2?direct_access=1\" target=\"_blank\" rel=\"noopener\">Apps Manager<\/a>, so you don&#8217;t have to use everything at once.<\/p>\n<\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">E-Invoicing and Tax Compliance<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Daftra supports linking invoices directly with government e-invoicing systems in several countries (such as Saudi Arabia via the &#8220;Fatoora&#8221; platform, Jordan via JoFotara, and Egypt via the Egyptian Tax Authority), so the invoice&#8217;s data is automatically sent to the relevant tax authority without additional manual intervention.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How Do You Get Started?<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Create your account and complete your basic details (business name, currency, language).<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/plugin_manager\/2?direct_access=1\" target=\"_blank\" rel=\"noopener\">Apps Manager<\/a>, activate the apps your business actually needs.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/clients\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">Add your first client<\/a>, then <a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/products\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">your first product or service<\/a> that you offer.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a style=\"color: #1a56db; font-weight: bold; text-decoration: underline;\" href=\"https:\/\/go.daftra.com\/owner\/invoices\/add?direct_access=1\" target=\"_blank\" rel=\"noopener\">Create your first sales invoice<\/a> on the system.<\/li>\n<\/ol>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">For more details on setting up your account step by step, see the <strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/how-daftra-works-and-where-to-start\/\">&#8220;How Daftra Works and Where to Start&#8221;<\/a> <\/strong>guide.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[2043,2069],"tags":[17538,8333,4672,11597,17530,17536,17537,15689,4364,5200,14710,17535,17533,17539,17526,17528,17541,7267,17540,17531,17525,4235,17529,17527,17534,17532],"class_list":["post-147298","tutorial","type-tutorial","status-publish","hentry","category-settings","category-about-daftra","tag-accounting-system","tag-app-manager","tag-bookings","tag-client-management","tag-cloud-accounting-software","tag-cloud-business-management-system","tag-comprehensive-business-management-system","tag-construction","tag-daftra-apps","tag-daftra-software","tag-e-invoicing","tag-erp-system","tag-how-to-get-started-with-daftra","tag-hr-system","tag-inventory-management","tag-invoicing-software","tag-jofotara-en","tag-manufacturing","tag-pos-point-of-sale","tag-register-a-daftra-account","tag-rental-management","tag-sales-management","tag-sme-management-software","tag-supplier-management","tag-what-is-daftra","tag-zatca-invoice"],"yoast_head":"<!-- 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