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:

Status	Meaning
Ready	COA is loaded and usable
Pending	COA setup is in progress
Upload needed	No COA has been configured yet
Syncing	COA is syncing from ERPNext
Error	Something 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:

Method	Best for
Apply Standard Template	New 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 AI	Clients 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:

Check	What it verifies
COA present	COA status is Ready
ERP connection verified	ERPNext is configured and reachable
Accounting dimensions loaded	Dimensions have been synced successfully
Close template assigned	Client 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.

Right Sidebar

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
• Banking Intake — Jump to statement upload or optional Plaid setup
• Manual COA Entry — Manually add accounts (coming soon)
• Start Close Kickoff — Opens Monthly Close. Only enabled when Close Readiness shows "Ready"
• Launch Readiness — Review the client setup checks Kraal verifies before launch

12. Automation

Controls for automating transaction processing:

• Readiness status — Shows whether Kraal has verified the prerequisites needed for safe automation:

  • Ready — Setup is validated and automation can be enabled
  • Needs action — A business step is still required
  • Kraal is checking — Kraal is verifying or repairing a setup item in the background

• 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 readiness detects setup drift that could make posting unsafe

• 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 Readiness

• Connection readiness — Kraal verifies ERPNext connectivity automatically
• Sync ERPNext COA — Re-sync the chart of accounts from ERPNext to Kraal when needed

A warning is shown if ERPNext provisioning or chart readiness has not completed.

15. ERP Status

A summary indicator showing the overall ERPNext readiness:

Status	Meaning
ERP-ready	Everything is configured and working
ERP needs COA	Chart of accounts must be set up before automation works
ERP syncing	COA is currently syncing
ERP setup	ERPNext connection needs to be configured

Common Workflows

Setting up a new accounting client

1. Create the client and let Kraal provision ERPNext automatically.
2. Follow guided setup until ERPNext and chart readiness are verified.
3. Choose banking intake: upload statements or connect optional Plaid bank feeds.
4. If the client uses QuickBooks Online, connect QuickBooks and let Kraal verify first sync.
5. Set up accounting dimensions when needed.
6. Assign a Close Template.
7. Verify Close Readiness shows "Ready".
8. Configure automation settings only after readiness is clear.
9. Configure automation settings

Related Guides

• Automated Close: Client Setup — Step-by-step close setup
• Integrations — Plaid, QuickBooks, and ERPNext integration details
• Quick Start — Onboarding your first client