All CollectionsCDAnet, Insurance and Housekeeping - CA Only
Monthly Housekeeping - Canada only π¨π¦
How to keep on top of daily, weekly and monthly tasks in Dentally - CA only π¨π¦Housekeeping jobs to be done on a regular basis, to ensure you're keeping on top of your accounts.
Which tasks you should do at the end of each day - CA only π¨π¦Daily housekeeping tasks to help you keep on top of your accounts.
Which tasks should be completed daily/weekly - CA only π¨π¦Tasks you should complete on a regular basis, to make month-end reporting smoother.
What you need to do prior to month-end - CA only π¨π¦The tasks to complete before the end of the month, so you're prepared for month-end reporting.
How to complete tasks at the end of the month using the month-end spreadsheet - CA only π¨π¦Using the month-end spreadsheet to assist with housekeeping and report on your monthly accounts.