This template supports a standardized month-end close process for when client information is already available.

It includes structured task sections for reconciling bank and credit card accounts, reviewing financial statements, and finalizing reports.

Roles such as Bookkeeper and Reviewer are assigned across different stages, with automation used to update statuses and assign tasks.

Non-standard statuses such as 'Re-opened' and 'On Hold - Internal' are included to accommodate exception handling.

All task details, assignees, dates, and statuses are fully customizable.

This template is part of the Global Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get you started with, and derive value from, Karbon templates.