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Workflow Templates

Monthly Accounting in Dext Template

Download your free Monthly Accounting 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 templateMonthly accounting (by Dext)CLIENT TASKSProvide the following details for this past month's financial statements 1 AutomatorConfirm that you have captured all invoices, bills, and expenses in Dext — https://app.dext.com/loginCompletedYPrep & publish4 AutomatorsReview transactions, code appropriately and publish — https://app.dext.com/loginCompletedWPrep & publish for CostsCompletedAPrep & publish for Expense ReportsCompletedHPrep & publish for SalesCompletedGReconcile: Match and clear in the general ledger (bank, credit card, sales, addtl accounts)Ready To StartDue TodayL

About this template

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

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
Sign In to Add to Karbon

Alternatively, you can

Download Monthly Accounting in Dext Template

.

Karbon Practice Management

A preview of the templateMonthly accounting (by Dext)CLIENT TASKSProvide the following details for this past month's financial statements 1 AutomatorConfirm that you have captured all invoices, bills, and expenses in Dext — https://app.dext.com/loginCompletedWPrep & publish4 AutomatorsReview transactions, code appropriately and publish — https://app.dext.com/loginCompletedBPrep & publish for CostsCompletedJPrep & publish for Expense ReportsCompletedAPrep & publish for SalesCompletedVReconcile: Match and clear in the general ledger (bank, credit card, sales, addtl accounts)Ready To StartDue TodayQ

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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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