Monthly Accounting in Dext
Created by Dext
Manage your clients' monthly accounting with this efficient workflow, including functions in Dext.
413 downloads
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Monthly Bookkeeping Close in Dext Template
Download your free Monthly Bookkeeping Close in Dext template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is Karbon's best practice process for monthly accounting that includes the monthly bookkeeping and month-end close processes using Dext.
This template includes best practice supplementary checks to strip back what you need from the client in order to bring the monthly bookkeeping to an accurate close using both Xero and Dext.
It contains an automated client request to encourage clients to submit receipts and purchase invoices through to Dext and pre-worded, easy-to-use requests to fill in any gaps at a later stage.
It lines up well for your VAT workflows to enable easy adoption across departments and provides value to the whole team.
The start date for the work is the third day of the month to allow bank feeds a chance to clear all pending transactions.
Find the most efficient way to price and package your services and attract clients with this bookkeeping services pricing guide.
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
.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 Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
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