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How to keep on top of daily, weekly and monthly tasks in Dentally - CA only πŸ‡¨πŸ‡¦

Housekeeping jobs to be done on a regular basis, to ensure you're keeping on top of your accounts.

Written by Hebe Lowen
Updated over a year ago

To work efficiently and get the most out of your accounts reporting in Dentally, it is important to stay on top of your incoming and outgoing finances, alongside general administrative tasks.

A simple way to approach this is to break it down into daily, weekly and monthly tasks that your team need to complete.

Use our comprehensive guide to see what you need to do, how to do it, and when - so you never miss a task and can keep your finances and administration up to date.

At the end of each day

On a regular (daily/weekly) basis

Before the end of the month

At month-end

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