{"id":37065,"date":"2025-08-27T08:02:24","date_gmt":"2025-08-27T08:02:24","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d9%88%d8%ac%d9%8a%d9%87-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d8%a5%d9%84%d9%89-%d8%ad%d8%b3%d8%a7%d8%a8-%d9%85%d8%b9%d9%8a%d9%86-%d9%81%d9%8a-%d8%af%d9%84%d9%8a%d9%84-%d8%a7%d9%84%d8%ad%d8%b3\/"},"modified":"2026-01-20T11:10:31","modified_gmt":"2026-01-20T11:10:31","slug":"routing-a-treasury-to-a-specific-account-in-the-chart-of-accounts-2","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/routing-a-treasury-to-a-specific-account-in-the-chart-of-accounts-2\/","title":{"rendered":"Routing a Client to a Specific Account in the Chart of Accounts"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

The system allows you to add a new account in the Chart of Accounts dedicated to the transactions of a specific client or a defined group of clients. You can then link this client to the account you previously created, helping you accurately track all their financial transactions and ensure they are recorded in the correct account.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Creating the Account in the Chart of Accounts” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1756296533788{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

From the main menu, go to “Accounting”<\/strong> and select “Chart of Accounts”<\/strong>.<\/p>\n

Click on the “Assets”<\/strong> tab, then choose “Current Assets”<\/strong>, and select “Accounts Receivable”<\/strong>.<\/p>\n

Create a new account for the required customer or group of customers by clicking the “+ Add Account button”.<\/strong><\/p>\n

\"\"<\/a><\/p>\n

Enter the account details, then click “Save”<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

[\/vc_column_text][vc_custom_heading text=”Enabling Account Routing for Customers” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1756296521667{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Go to Accounting, then select “Accounting Settings”<\/strong>.<\/p>\n

From the settings list, choose “Account Routing”<\/strong>.<\/p>\n

\"\"<\/p>\n

In the Customers field, select “Specify per each”<\/strong>.<\/p>\n

\"\"<\/a><\/p>\n

Click “Save”<\/strong> to enable the setting.<\/p>\n

[\/vc_column_text][vc_custom_heading text=”Adding the Customer and Linking to the Account” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1756297097556{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

From the main menu, go to “Clients”<\/strong>, then from the dropdown menu, select “Add New Client”<\/strong>.<\/p>\n

Enter the required client information. In the “Account”<\/strong> field, search for the account you created earlier in the Chart of Accounts and assign it to this client.<\/p>\n

\"\"<\/a><\/p>\n

click “Save” <\/strong>to confirm adding the client.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

For more information, click Here<\/a>.<\/strong><\/p>\n

[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2135,2113],"tags":[],"class_list":["post-37065","user_manual","type-user_manual","status-publish","hentry","category-client-payments","category-accounts-routing"],"yoast_head":"\nRouting a Client to a Specific Account in the Chart of Accounts - 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\/routing-a-treasury-to-a-specific-account-in-the-chart-of-accounts-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Routing a Client to a Specific Account in the Chart of Accounts - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to add a new account in the Chart of Accounts dedicated to the transactions of a specific client or a defined group of clients. 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