This template provides a streamlined process for completing a simple month-end close for Australian entities.

It includes tasks for collecting client documentation, preparing the file, reviewing transactions, and closing the month. The workflow is divided into structured sections such as Client Info Collection, Preparation, Review, and Completion.

Roles are clearly assigned, with due dates and priorities set throughout the workflow. Automators are used to manage task progression and ensure smooth handovers between team members.

This template is fully customisable to suit your specific month-end processes and internal team structure.

This template is part of the Australian Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks and sections. They are designed to help you quickly get started with Karbon templates.