{"id":37232,"date":"2025-08-25T13:28:55","date_gmt":"2025-08-25T13:28:55","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%b9%d9%8a%d9%8a%d9%86-%d8%a7%d9%84%d8%ad%d8%b3%d8%a7%d8%a8-%d8%a7%d9%84%d8%b1%d8%a6%d9%8a%d8%b3%d9%8a-%d9%84%d9%84%d8%b9%d9%85%d9%8a%d9%84\/"},"modified":"2026-01-08T11:26:41","modified_gmt":"2026-01-08T11:26:41","slug":"assigning-a-main-account-for-a-client","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-main-account-for-a-client\/","title":{"rendered":"Assigning a Main Account for a Client"},"content":{"rendered":"

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

The system allows you to link each client to a specific main account within the chart of accounts. This ensures accurate accounting allocation and organized financial management.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Steps to Assign a Main Account for a Client” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1756379796511{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

From the main menu, click on “Accounting<\/strong>“, then go to “Accounts Settings<\/strong>” from the dropdown menu.<\/p>\n

Click on “Accounts Routing<\/strong>“.<\/p>\n

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In the “Client<\/strong>” section, select the routing type “Specify a main account per each<\/strong>“.<\/p>\n

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[\/vc_column_text][vc_custom_heading text=”Creating a Main Account Manually” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1756380516995{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

Go to “Chart of Accounts”<\/strong> from the “Accounting<\/strong>” dropdown menu, then click on “Add Account<\/strong>“.<\/p>\n

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

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

Now, when adding a new client, the user will be able to directly link them to the main account previously created in the chart of accounts.<\/p>\n

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

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In this way, the newly added client is directly linked to the predefined main account in the chart of accounts, ensuring the unification and coordination of all related financial transactions.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n

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