A preview of the template Ready to Start 2 Automators Sign-up for a free partner trial and complete your profile https://dext.com/us/wizard/free-trial Completed C Setup your team, users, roles, and send invitations Completed I Prep system 3 Automators Connect your GL, add invoice fetch, and connect bank feeds Completed V Ensure the lists are fully populated (categories, projectx, customers, payment methods) Completed Z Review, edit, and add rules for Suppliers and Customers Completed C Process your own books Created by Dext
Easily set up Dext across your firm with this dedicated process.
A preview of the template Welcome to Self-Onboarding 2 Automators Please read this first - these onboarding tasks are designed to get you up and running on Karbon in under a week Completed I 1. Add Client Data 3 Automators Understand how client communication is stored in Karbon - https://help.karbonhq.com/en/articles/2010392-sharing-clien… Completed D Import your client list - https://help.karbonhq.com/en/articles/7021103-import-your-client-list Completed R 2. Create Client Work 2 Automators Get started with Karbon in one week with this self-starter template.
A preview of the template Ready to Start 2 Automators Add the client to your dashboard & invite others — https://app.dext.com/login Completed U CLIENT TASKS Credentials needed to setup your financial systems 1 Automator Provide access to your accounting system Completed N Provide a list of your suppliers (and/or past supplier statements) Completed W Provide us the credentials to your financial institutions Completed J Setup: Connect to the client's data Created by Dext
Streamline your client setup in Dext with this dedicated and proven process.
A preview of the template Ready to Start 3 Automators Setup & connect the client instance of Hubdoc for the client — https://app.hubdoc.com/login Completed G Determine the optimal set-up for your client's accounts Completed Q Create the client account Completed C Grant access to your team Completed C Set up the client's unique intake email Completed N Connect the client's general ledger Ready To Start Due Today R Add your client's automated connections Ready To Start Due Today T Prep Created by Hubdoc
Streamline your client onboarding in Hubdoc with this succinct workflow.
A preview of the template Vérifier les prérequis pour activer l'offre 2 Automators Inviter le client à collaborer Completed X Activer l'offre collaborative sur le dossier, créer l'interlocuteur, lui ajouter le dossier et lui activer l'accès 3 Automators Activer l'offre collaborative sur le dossier client Completed A Créer un interlocuteur client avec les droits d'accès à l'offre Co-Production sur le dossier, et l'ajouter au dossier Completed E Finalisation de l'activation de l'accès client 2 Automators Created by Cegid
Ce travail sert de procédure récapitulant les étapes à réaliser pour activer l'offre co-production avec un client dans le logiciel de comptabilité Cegid Loop.
A preview of the template Getting started — Populate your Kanban work board 2 Automators Create a customized template for a service you offer your clients (i.e. Payroll, Monthly Accounting, Taxes, etc.) Completed D Create work from a template — https://ipmhelp.karbonhq.com/en/articles/3923221-create-work Completed M Put your work item on a repeating schedule — https://ipmhelp.karbonhq.com/en/articles/3923230-schedule-work Completed K Reminder: Complete the training checklist in Intuit Practice Management at https://intuitpracticemanagement.karbonhq.… Completed Q Created by Intuit
Understand the basics of customizing templates and creating repeating work from templates.
