Monthly Bookkeeping Close in Dext
Keep your client records up-to-date and influence clients to be more engaged with Dext.
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Weekly Bookkeeping (Daily Tasks) Template
Download your free Weekly Bookkeeping (Daily Tasks) template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template provides a structured workflow for completing daily bookkeeping tasks.
It includes steps for importing bank feeds, reconciling transactions, coding payroll, reviewing clearing accounts, and monitoring cash flow. Recurring tasks are scheduled throughout the week, with additional checkpoints for resolving queries and reviewing results.
The work begins on Monday and is due by Friday each week. Roles involved include the Bookkeeper and Reviewer. Tasks and roles are clearly assigned across the process.
This template is fully customizable to suit your firm’s weekly bookkeeping routines.
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.
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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