Monthly Accounting in Dext
Created by Dext
Manage your clients' monthly accounting with this efficient workflow, including functions in Dext.
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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
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