{"id":12265,"date":"2024-02-06T13:05:38","date_gmt":"2024-02-06T13:05:38","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81%d9%8a%d8%a9-%d8%aa%d8%ad%d8%af%d9%8a%d8%af-%d8%ad%d8%b3%d8%a7%d8%a8-%d8%b1%d8%a6%d9%8a%d8%b3%d9%8a-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%88%d8%a7%d9%84%d9%85%d9%88%d8%b1\/"},"modified":"2025-05-05T13:12:43","modified_gmt":"2025-05-05T13:12:43","slug":"set-up-a-main-account-for-clients-and-suppliers-for-each-branch-individually","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/set-up-a-main-account-for-clients-and-suppliers-for-each-branch-individually\/","title":{"rendered":"How to Set Up a Main Account for Clients and Suppliers for Each Branch Individually"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1746450758750{margin-left: 200px !important;}&#8221;]There may be multiple branches in many organizations; accordingly, these branches are added to the system. Through this software, users may need to separate the main accounts for clients or suppliers for each branch individually. The sub-accounts for newly added clients are categorized under the main account specified for each branch separately.[\/vc_column_text][vc_custom_heading text=&#8221;Creating a Client&#8217;s Main Account for Each Branch Individually in the Chart of Accounts&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1707293408716{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1746450742547{margin-left: 200px !important;}&#8221;]First, it is necessary to ensure the addition of the main sub-accounts for clients of each branch through the chart of accounts and also specify who has control over each account through the available branches.<\/p>\n<ol>\n<li>Click on &#8220;<strong>General Accounts<\/strong>&#8221; from the main menu.<\/li>\n<li>Click on &#8220;<strong>Chart of Accounts<\/strong>&#8220;<\/li>\n<li>Click on &#8220;<strong>Add Account<\/strong>&#8220;<\/li>\n<li>Enter the required account details:\n<ul>\n<li><strong>Account Type:<\/strong> Select the account type as &#8220;<strong>Main Account.<\/strong>&#8220;<\/li>\n<li><strong>Code<\/strong>: Assign a code to the new account.\n<ul>\n<li><strong>Note<\/strong>: Avoid duplicating any codes used for subsidiary or main accounts within the chart of accounts.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Name<\/strong>: Enter the account name as required.<\/li>\n<li><strong>Main Account:<\/strong> Specify the main account under which the new account will be listed.<\/li>\n<li><strong>Type<\/strong>: Choose the account type based on its nature, either &#8220;<strong>Credit<\/strong>&#8221; or &#8220;<strong>Debit<\/strong>.&#8221;<\/li>\n<li>In the Permissions field, choose &#8220;<strong>Specific Branch<\/strong>,&#8221; then assign the branch that has control over this account.<\/li>\n<\/ul>\n<\/li>\n<li>Click on &#8220;<strong>Save<\/strong>&#8220;<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33898 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/o8yhfuIS.png\" alt=\"\" width=\"893\" height=\"561\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/o8yhfuIS.png 893w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/o8yhfuIS-300x188.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/o8yhfuIS-768x482.png 768w\" sizes=\"auto, (max-width: 893px) 100vw, 893px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Note (1)<\/strong>: Make sure to activate the &#8220;<strong>Specify Account Branches<\/strong>&#8221; option found in the &#8220;<strong>Branch Settings<\/strong>&#8221; so that you can designate branches for each account individually.<\/p>\n<p><strong>Note (2)<\/strong>: After saving, to view the newly added account, you must select the desired branch in the &#8220;<strong>Account Branch<\/strong>&#8221; field in the chart of accounts. This step is necessary for the added account to appear as new.[\/vc_column_text][vc_custom_heading text=&#8221;Route Client Accounts to the Branch&#8217;s Main Account.&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1707304375837{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1746450687630{margin-left: 200px !important;}&#8221;]<\/p>\n<ol>\n<li>Click on &#8220;<strong>Accounting<\/strong>&#8221; from the main menu.<\/li>\n<li>Click on &#8220;<strong>Accounting Settings<\/strong>&#8220;<\/li>\n<li>Click on the &#8220;<strong>Accounts Routing<\/strong>&#8221; tab<\/li>\n<li>Click on &#8220;<strong>Sales<\/strong>&#8221; from the column on the left<\/li>\n<li>Choose the &#8220;<strong>Accounts Routing<\/strong>&#8221; for &#8220;<strong>Clients<\/strong>&#8221; and select:\n<ul>\n<li><strong>Automatic Account Routing:<\/strong> The system automatically directs the client account to the &#8220;<strong>Main Account<\/strong>&#8221; specified in the &#8220;<strong>Account<\/strong>&#8221; field in the &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/chart-of-accounts\/\"><strong>Chart of Accounts<\/strong><\/a>.&#8221;<\/li>\n<li><strong>Account<\/strong>: Choose the main account that has been added and specified for the branch where you are adjusting the settings.<\/li>\n<li>Any new client added under this account will be listed in the chart of accounts.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-tzoqw-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-tzoqw-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-17\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"8ac91c1f-8312-4df8-adca-54bd0e425c81\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p><strong>Note<\/strong>: Repeat these steps for each different branch until a main client account is assigned for each branch.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33895 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ijopofwds.png\" alt=\"\" width=\"1024\" height=\"249\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ijopofwds.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ijopofwds-300x73.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/ijopofwds-768x187.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p>The same settings can be applied for suppliers as well, by navigating to routing purchasing accounts instead of sales, and also by adding the main accounts for suppliers through the correct accounting guidance for them in the chart of accounts.<\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2109,2108,2110,2113],"tags":[4255,5261,5260,3226,5257,5258,3213,5259],"class_list":{"0":"post-12265","1":"user_manual","2":"type-user_manual","3":"status-publish","4":"hentry","5":"category-general-accounting","6":"category-accounting","7":"category-accounting-settings","8":"category-accounts-routing","9":"tag-accounts-routing","10":"tag-chart-of-accounts","11":"tag-clients-accounts-routing","12":"tag---en","13":"tag----en","14":"tag--------e","16":"tag------en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Set Up a Main Account for Clients and Suppliers for Each Branch Individually - 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\/user_manual\/set-up-a-main-account-for-clients-and-suppliers-for-each-branch-individually\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set Up a Main Account for Clients and Suppliers for Each Branch Individually - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1746450758750{margin-left: 200px !important;}&#8221;]There may be multiple branches in many organizations; 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