This workflow template supports weekly bookkeeping and bill pay tasks for your clients.

It includes task sections for client communication, bank feed review, transaction coding, bill processing, and reconciliation. Roles such as Bookkeeper and Reviewer are assigned across the workflow, and recurring weekly steps ensure consistency and accountability.

The process begins with reviewing the client’s bill pay platform and bank feeds, followed by entering and coding transactions, uploading documentation, and completing weekly reconciliations.

The template is structured to support ongoing, repeatable service delivery. It is fully customizable to fit your firm’s specific bookkeeping procedures and client requirements.

This template is part of the Global Core Collection. Core templates are simplified versions of existing templates. They are scaled back, medium-complexity templates, with a limited use of Client Requests, and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.