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Client Detail Page — User Guide ​

The Client Detail page is the configuration hub for each accounting client in Kraal. Access it via Settings > Clients > [click a client].

This guide covers every section on the page so you know what each one does and how to use it.

Page Header ​

  • Client Name & Status Badge — Shows the client name and current status: active, not_started, or offboarded.
  • Action Buttons:
    • Overview — Opens the workspace view for this client
    • Actions — Shows next actions to take
    • Open ERPNext — Opens the client's ERPNext instance in a new tab
    • Edit — Edit client details
    • Delete — Remove the client (requires confirmation)
  • Provisioning Banner — Appears while Kraal sets up the client's ERPNext instance. Shows progress or failure status. Wait for provisioning to complete before proceeding with setup.

Main Content (Left Column) ​

1. COA Status Card ​

Shows the current Chart of Accounts source and template, along with the total account count.

Status badges:

StatusMeaning
ReadyCOA is loaded and usable
PendingCOA setup is in progress
Upload neededNo COA has been configured yet
SyncingCOA is syncing from ERPNext
ErrorSomething went wrong — check the error message

TIP

Your COA is the backbone of all accounting. It must show "Ready" before transactions can be categorized or posted.

2. Bank Feed (Plaid Integration) ​

A three-step wizard to connect bank accounts:

  1. Connect — Links your bank through Plaid. Bank credentials are never stored on Kraal servers.
  2. Map — Maps each bank account to an account in your chart of accounts.
  3. Sync — Automatically imports transactions on a recurring basis.

Click Connect Bank Account to start. Plaid supports 12,000+ financial institutions.

3. Chart of Accounts Configuration ​

Two options for setting up a COA:

MethodBest for
Apply Standard TemplateNew businesses or clients with a standard chart structure. Select an industry-specific template (E-commerce/Retail, SaaS, Professional Services, etc.) and click Apply Template.
Build with AIClients with existing transaction history. Upload a CSV, XLS, or PDF of transactions or bank statements and Kraal's AI will generate a tailored COA.

TIP

Use templates for a quick start. Use the AI builder if you have existing transaction history that should inform the account structure.

4. Accounting Dimensions (ERPNext only) ​

Accounting dimensions are additional categorization axes — such as Department, Project, or Cost Center — that are applied to transactions.

  • Synced from your ERPNext configuration
  • Shows each dimension's name, whether it is Required or Optional, and its default value
  • Warning badges appear when required dimensions are missing defaults — transactions may fail without them
  • Refresh from ERPNext — Re-syncs dimension configuration from ERPNext

What to do: Ensure all required dimensions have defaults set. Use the "Configure" links to set defaults in ERPNext.

5. Close Configuration ​

Assign a close template to define the monthly close workflow for this client. Close templates are managed in Settings > Close Templates.

The template controls which steps appear in each monthly close period — accruals, reconciliation, review, and so on. Steps are dependency-gated, meaning each step waits for its prerequisites to complete.

6. Close Readiness ​

A pre-flight checklist that verifies four requirements before you can start an automated close:

CheckWhat it verifies
COA presentCOA status is Ready
ERP connection verifiedERPNext is configured and reachable
Accounting dimensions loadedDimensions have been synced successfully
Close template assignedClient has an active close template
  • Ready — All checks pass. You can start a close period.
  • Blocked — One or more checks failed. The specific failures are listed.

What to do: Resolve all listed blockers before attempting to start a close kickoff.

TIP

For a detailed walkthrough of setting up automated close, see the Automated Close: Client Setup guide.

7. Accrual Schedules ​

Configure recurring accrual entries for items like rent, insurance, or prepaid expenses. These entries are automatically generated during each close period.

Click + Add Schedule to create your first recurring accrual. Define the accounts, amounts, and frequency.

8. Cost Centers ​

Manage cost centers (departments, business units) for ERPNext. You can:

  • Create new cost centers
  • Rename existing ones
  • Nest them under parent cost centers
  • Mark as group or leaf
  • Disable unused cost centers

Cost centers enable departmental P&L reporting in ERPNext.

9. Pending Docs & Transactions ​

Quick metrics showing the count of pending documents and total transactions. This gives a snapshot of the current processing workload for the client.

10. Details ​

  • Contact Email — Primary contact for this client
  • Backend System — ERPNext, QuickBooks, or None
  • Created On — Date the client was created
  • Description — Optional description (if set)

11. Quick Access ​

Shortcuts to common actions:

  • View Documents — Navigate to documents for this client
  • Bank Feed — Jump to the Plaid panel
  • Manual COA Entry — Manually add accounts (coming soon)
  • Start Close Kickoff — Opens Monthly Close. Only enabled when Close Readiness shows "Ready"
  • Accounting Setup Doctor — Run automated validation of your accounting setup

12. Automation ​

Controls for automating transaction processing:

  • Setup Doctor — Shows certification status:

    • Certified — Setup is validated and automation is enabled
    • Errors remaining — Issues need to be resolved
    • Drift detected — Configuration has changed since last certification; auto-post is temporarily disabled until re-certification

  • Auto-approve AI entries — Toggle to automatically approve AI-categorized transactions

  • Auto-post to ERPNext — Toggle to automatically post approved entries to ERPNext

    • Requires auto-approve to be enabled first
    • Disabled when Setup Doctor detects drift

  • Auto-post Max Amount — Set a dollar threshold for automatic posting:

    • Transactions up to $250 are posted when AI confidence is 85% or higher
    • Transactions above $250 are posted when AI confidence is 92% or higher

  • Default ERPNext Company — Required for posting. Set this to avoid errors when entries are posted.

13. Entities (ERPNext only) ​

Manage companies and legal entities linked to this client:

  • View entity details: abbreviation, currency, country, parent company
  • Set the primary entity
  • Add new entities

Use this for businesses with multiple legal entities under one client account.

14. ERPNext Connection (ERPNext only) ​

  • Test ERPNext Connection — Validates that credentials and connectivity are working
  • Sync ERPNext COA — Force a re-sync of the chart of accounts from ERPNext to Kraal

A warning is shown if ERPNext is not yet configured for this client.

15. ERP Status ​

A summary indicator showing the overall ERPNext readiness:

StatusMeaning
ERP-readyEverything is configured and working
ERP needs COAChart of accounts must be set up before automation works
ERP syncingCOA is currently syncing
ERP setupERPNext connection needs to be configured

Common Workflows ​

Setting up a new ERPNext client ​

  1. Create the client with ERPNext as the backend type
  2. Wait for the provisioning banner to complete (or provide ERPNext credentials)
  3. Click Test ERPNext Connection to verify connectivity
  4. Sync or apply a COA template
  5. Connect the client's bank account via Plaid
  6. Set up Accounting Dimensions defaults
  7. Assign a Close Template
  8. Verify Close Readiness shows "Ready"
  9. Configure automation settings (auto-approve, auto-post, max amount)

Setting up a new non-ERPNext client ​

  1. Create the client
  2. Apply a COA template or build one with AI
  3. Connect the client's bank account via Plaid
  4. Assign a Close Template
  5. Configure automation settings

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