{"id":18008,"date":"2024-08-27T09:21:31","date_gmt":"2024-08-27T09:21:31","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=18008"},"modified":"2026-01-20T11:10:37","modified_gmt":"2026-01-20T11:10:37","slug":"account-routing-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/account-routing-guide\/","title":{"rendered":"Account Routing Guide"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1734875365883{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">The chart of accounts in the system is pre-configured, and accounts are automatically routed to the appropriate account. For example:<\/p>\n<ul>\n<li>The fiscal year account is routed to &#8220;<strong>Retained Earnings<\/strong>.&#8221;<\/li>\n<li>The invoice account is routed to &#8220;<strong>Sales Account<\/strong>.&#8221;<\/li>\n<li>The checks account is routed to &#8220;<strong>Notes Payable<\/strong>.&#8221;<\/li>\n<li>The employee salary account is routed to &#8220;<strong>Salaries &amp; Wages<\/strong>.&#8221;<\/li>\n<\/ul>\n<p style=\"text-align: left;\">However, you can control these accounts and re-route specific transactions to a new account that you add to the chart of accounts and assign the routing to it. This guide explains how to do that.<\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Activating the Accounting App&#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_1716208461062{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1734875380299{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"vc_row wpb_row vc_row-fluid\">\n<div class=\"wpb_column vc_column_container vc_col-sm-12\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element vc_custom_1686053408937\">\n<div class=\"wpb_wrapper\">\n<p>Accounts are routed in the system through the &#8220;<strong>Accounting settings<\/strong>&#8220;, so make sure to activate the &#8220;<strong>Accounting app<\/strong>&#8221; in your account to take this action.<\/p>\n<p>To do this, refer to the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-chart-of-accounts-app\/\">Enable the Chart of Accounts App Guide<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Setting up the Necessary Settings to Route Any Desired 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_1716208808037{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1768907425720{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"wpb_text_column wpb_content_element vc_custom_1701687509262\">\n<div class=\"wpb_wrapper\">\n<p>Click on &#8220;<strong>Accounting Settings<\/strong>&#8221; under &#8220;<strong>Accounting<\/strong>&#8221; in the main menu.<\/p>\n<p>Then click on the &#8220;<strong>Accounts Routing<\/strong>&#8221; tab.<\/p>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45400 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/Accounts-Routing-.png\" alt=\"\" width=\"1365\" height=\"630\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/Accounts-Routing-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/Accounts-Routing--300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/Accounts-Routing--1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/Accounts-Routing--768x354.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p style=\"text-align: left;\">Select Transactions for Account Routing from the Side Menu<\/p>\n<p style=\"text-align: left;\">Some transactions, such as the fiscal year &#8220;<strong>Retained earnings<\/strong>&#8220;, only allow automatic assignment. You cannot manually route the account from within the fiscal year settings. However, you can change this default account and save the settings so that it will be routed to the new account in the future.<\/p>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/98iuj.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18015 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/98iuj.png\" alt=\"\" width=\"1199\" height=\"494\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/98iuj.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/98iuj-300x124.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/98iuj-1024x422.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/98iuj-768x316.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Some accounts allow you to choose between automatic account routing or specify per each transaction. If you choose the second option, you will be able to select the desired account to route the transaction to within the transaction itself.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/234.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18038 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/234.png\" alt=\"\" width=\"1117\" height=\"416\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/234.png 1117w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/234-300x112.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/234-1024x381.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/234-768x286.png 768w\" sizes=\"auto, (max-width: 1117px) 100vw, 1117px\" \/><\/a><\/p>\n<ul>\n<li style=\"text-align: left;\">Note that when you choose automatic account routing, you won\u2019t see any options related to account routing when creating a treasury. All transactions will be routed by default to the automatic account or to the account you have set to replace it.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33917 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/flSCZ.png\" alt=\"\" width=\"1024\" height=\"475\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/flSCZ.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/flSCZ-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/flSCZ-768x356.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>When selecting the &#8220;<strong>Specify per each<\/strong>&#8221; routing type for the treasury, the option to set a default account will disappear.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/asdcv.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18019 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/asdcv.png\" alt=\"\" width=\"1117\" height=\"416\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/asdcv.png 1117w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/asdcv-300x112.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/asdcv-1024x381.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/asdcv-768x286.png 768w\" sizes=\"auto, (max-width: 1117px) 100vw, 1117px\" \/><\/a><\/p>\n<p>When selecting the &#8220;<strong>Specify per each<\/strong>&#8221; routing type for the treasury, the option to set a default account will disappear.<\/p>\n<p>A dropdown menu will appear when creating the treasury, allowing you to select the account to which treasury transactions will be routed, with the default account being the primary option that can be changed.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/9iuhb.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-18040 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/9iuhb.png\" alt=\"\" width=\"1366\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/9iuhb.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/9iuhb-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/9iuhb-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/05\/9iuhb-768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<ul>\n<li style=\"text-align: right;\">\n<p style=\"text-align: left;\">For some transactions, you can set the routing type to &#8220;<strong>Cancel Account Routing<\/strong>.&#8221;<\/p>\n<p style=\"text-align: left;\">In this case, no entry will be generated from the transaction, and it will not be posted in the chart of accounts.<\/p>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33919 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/vsFACv.png\" alt=\"\" width=\"1024\" height=\"446\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/vsFACv.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/vsFACv-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/08\/vsFACv-768x335.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; css=&#8221;.vc_custom_1716273463734{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p>To route accounts for any transaction from a different account than the default one, ensure that this account exists in the chart of accounts, or add it if it is a new account.<\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]For more details, you can refer to the guide on <strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-account-in-the-chart-of-accounts\/\">adding a new account in the chart of accounts.<\/a><\/strong>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2109,2108,2110,2113],"tags":[6927,4255,6928,6930,6929],"class_list":["post-18008","user_manual","type-user_manual","status-publish","hentry","category-general-accounting","category-accounting","category-accounting-settings","category-accounts-routing","tag-accounting-settings","tag-accounts-routing","tag-clients-account-routing","tag-route-accounts","tag-route-sales-account"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Account Routing Guide - 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\/account-routing-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Account Routing Guide - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1734875365883{margin-left: 200px !important;}&#8221;] The chart of accounts in the system is pre-configured, and accounts are automatically routed to the appropriate account. 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