Month-End Close
Streamline and standardize your month-end process with this dedicated workflow.
2,636 downloads
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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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.
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
Alternatively, you can
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