Monthly Accounting in Dext
364 Downloads
Download your free Monthly Accounting 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 monthly accounting.
The template uses Karbon's Automators and Client Tasks to streamline this workflow to:
- Ensure all invoices, bills and expenses have been captured in Dext
- Review and publish all transations in Dext
- Follow up with clients for missing information
- Ensure all financial reports are compiled
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Created by
DextCategories
Download the Template
Download your Monthly Accounting 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
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