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Workflow Templates

Month-End Close in Dext Template

Download your free Month-End Close in Dext template to personalize and use in your bookkeeping or accounting firm.

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AccountingDext

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/loginCompletedNReview & ensure monthly bookkeeping is complete and accurateCompletedKFollow-up with the client on any missing information using the client requests below (if needed)CompletedCCLIENT TASKSMissing information needed 1 AutomatorClarification / documentation needed: ...CompletedVComplete month-end close adjustments

About this template

This template is a partnership best practice process between Dext and Karbon for month-end.

It assumes the bookkeeping (typically done weekly) has been done in conjunction (not included).

This workflow includes Automators and Client Tasks in Karbon to prepare and complete month-end close tasks.

Learn more about Dext and view this template in action.

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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
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Alternatively, you can

Download Month-End Close in Dext Template

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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/loginCompletedKReview & ensure monthly bookkeeping is complete and accurateCompletedRFollow-up with the client on any missing information using the client requests below (if needed)CompletedBCLIENT TASKSMissing information needed 1 AutomatorClarification / documentation needed: ...CompletedMComplete month-end close adjustments

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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.

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