Dext Bookkeeping Workflows icon

Dext Bookkeeping Workflows

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

A preview of the 'Dext Bookkeeping Workflows' templateDext Bookkeeping WorkflowsReady to StartSetup Dext for your firm and staff — https://dext.com/us/wizard/free-trialCompletedSign-up for a free partner trial and complete your profileCompletedSetup your team, users, roles, and send invitationsCompletedPrep systemConnect your GL, add invoice fetch, and connect bank feedsCompletedBuild and optimize your lists (and rules)CompletedEnsure the lists are fully populated (categories, projectx, customers, payment methods)Ready To StartDue TodayReview, edit, and add rules for Suppliers and CustomersReady To StartDue Today

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.

Download the Template

Download your Dext Bookkeeping Workflows template now.

  • .XLSX File

Add to Karbon

Get more out of this template pack by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling