Month-End Close in Dext
Download your free Month-End Close in Dext template to personalize and use in your bookkeeping or accounting firm.
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.
Download the Template
Download your Month-End Close in Dext template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling