Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

Dext Bookkeeping Workflows Template

Download your free Dext Bookkeeping Workflows template to personalize and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download Dext Bookkeeping Workflows Template

Added and downloaded 1609 times

BookkeepingDext

Created by Dext

A preview of the templateMonth-end close (by Dext)Complete month-end bookkeeping3 AutomatorsEnsure all invoices, bills, and expenses have been captured and processed in Dext — https://app.dext.com/loginCompletedDReview & ensure monthly bookkeeping is complete and accurateCompletedQFollow-up with the client on any missing information using the client requests below (if needed)CompletedGCLIENT TASKSMissing information needed 1 AutomatorClarification / documentation needed: ...CompletedKComplete month-end close adjustments

About this template

This pack contains five workflow templates outlining the Dext and Karbon best practice processes for:

  • Month-end close
  • Monthly accounting
  • Periodic Bookkeeping
  • Initial system setup
  • New client onboarding

Learn more about Dext and sign up for a Partner account here.

Your guide to pricing for bookkeeping services.

Share this

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Dext Bookkeeping Workflows Template

.

Karbon Practice Management

A preview of the templateMonth-end close (by Dext)Complete month-end bookkeeping3 AutomatorsEnsure all invoices, bills, and expenses have been captured and processed in Dext — https://app.dext.com/loginCompletedJReview & ensure monthly bookkeeping is complete and accurateCompletedMFollow-up with the client on any missing information using the client requests below (if needed)CompletedVCLIENT TASKSMissing information needed 1 AutomatorClarification / documentation needed: ...CompletedRComplete month-end close adjustments

Not currently a Karbon customer?

Discover Karbon

How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Dext

Dext is a digital accounting platform designed to fetch all paperwork to one place, helping accountants get their clients' businesses financially fit.

Related templates

Other workflow templates you might find useful.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.