Tenue de livres périodiques Template
Téléchargez gratuitement votre modèle Tenue de livres périodiques à personnaliser et utiliser dans votre cabinet de tenue de livres ou de comptabilité.
Added and downloaded 14 times
About this template
Ce modèle est un processus de partenariat entre Dext et Karbon pour la comptabilité hebdomadaire.
Le modèle utilise les automatisations et les tâches client de Karbon pour standardiser la tenue de livre hebdomadaire afin de :
- S'assurer que toutes les factures, tous les relevés et toutes les dépenses ont été enregistrés dans Dext.
- Vérifier et publier toutes les transactions dans Dext.
- Assurer le suivi auprès des clients pour obtenir les informations manquantes.
Ce modèle est entièrement personnalisable afin de s'adapter aux processus internes de votre entreprise et aux besoins de vos clients.
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 the leading AI-powered practice management platform.
Thousands of accounting firms around the world have unlocked new efficiency, consistency, and growth by standardizing their workflow processes in Karbon templates.
But that’s just the beginning. Karbon connects your team, clients, work, and data. Everything lives in Karbon, so there's always a clear answer to what's happening, who owns it, and where to take action.
Learn more at karbonhq.com or book a demo.
Practice Management
Built for Growth
Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.
Discover Karbon