ClickUp Accounting How-To Guide
ClickUp gives accounting and finance teams a flexible, scalable way to replace rigid Monday.com templates with custom task lists, dashboards, and reports tailored to your workflows.
This step-by-step guide shows you exactly how to recreate and improve the Monday.com accounting templates using ClickUp features, so your team can manage invoices, budgets, expenses, and clients in one organized workspace.
Why Move Accounting Workflows to ClickUp
Many teams outgrow Monday.com accounting templates because they are hard to customize and maintain. By switching to ClickUp, you can centralize operations across accounting, finance, and operations.
The source comparison of Monday.com accounting templates on the ClickUp blog highlights key issues like limited reporting and rigid workflows. ClickUp solves these by letting you design your own accounting hub with lists, custom fields, and automation.
- Unify all accounting tasks in one place
- Build views for invoices, AR/AP, and budgets
- Automate routine steps and reminders
- Create dashboards to monitor cash flow and performance
Set Up Your Accounting Workspace in ClickUp
Before you recreate any Monday.com accounting templates, you need a clear workspace structure. ClickUp makes this simple.
Step 1: Create a Finance Space in ClickUp
- Log into your ClickUp account.
- Create a new Space called “Finance” or “Accounting”.
- Choose workspace-level settings for permissions, tags, and default views.
- Add your core accounting team members and define access levels.
This dedicated Space becomes the home for all lists that replace your Monday.com accounting templates.
Step 2: Add Accounting Folders and Lists in ClickUp
Next, map your existing Monday.com boards or templates to folders and lists.
- Create folders such as:
-
- Accounts Payable
- Accounts Receivable
- Budgeting & Forecasting
- Payroll & Benefits
- Financial Reporting
Within each folder, add lists such as:
- Vendor Bills
- Customer Invoices
- Monthly Budget Tracker
- Expense Reimbursements
- Month-End Close Checklist
Each list in ClickUp will hold tasks representing invoices, expenses, or checklist items.
Build Accounting Tasks and Custom Fields in ClickUp
Traditional Monday.com accounting templates rely on predefined column types. In ClickUp, you can design your own custom fields for more precise control.
Step 3: Create Standard Accounting Task Types
For each list, define what a task represents. For example:
- In “Customer Invoices”, each task = one invoice.
- In “Vendor Bills”, each task = one bill from a supplier.
- In “Month-End Close Checklist”, each task = a recurring close activity.
Use task descriptions to outline accounting rules, links to documents, or steps to complete the item.
Step 4: Add ClickUp Custom Fields for Financial Data
To mirror or improve Monday.com accounting templates, add relevant custom fields to each list:
- Currency / Amount: total invoice or bill value
- Tax / VAT: tax amount or rate
- Due Date: payment deadline
- Status: Pending, Approved, Paid, Overdue
- Client / Vendor: linked company name
- PO Number: purchase order reference
- GL Code: general ledger code (text or dropdown)
- Payment Method: ACH, wire, credit card, check
These custom fields let ClickUp track all financial details that Monday.com accounting templates hold in columns, but with more flexible reporting.
Create ClickUp Views for Accounting Teams
One of the biggest advantages over Monday.com accounting templates is the ability to switch between multiple views in ClickUp without rebuilding your data.
Step 5: Configure Useful List Views in ClickUp
Within each list, add views tailored to your workflow:
- Table View: best for finance teams that want a spreadsheet-like view of amounts, due dates, and status.
- List View: simple task view for quick scanning and bulk updates.
- Calendar View: visualize invoice and bill due dates.
- Kanban (Board) View: move tasks through stages such as Draft → Submitted → Approved → Paid.
Use filters in ClickUp views to show only overdue invoices, bills above a certain amount, or items waiting for approval.
Step 6: Build Accounting Dashboards in ClickUp
Dashboards let you replace static Monday.com accounting templates with live reporting panels.
- Create a new Dashboard in your Finance Space.
- Add widgets such as:
- Pie Chart by status (Paid vs. Unpaid vs. Overdue)
- Bar Chart of invoices by client
- Number widget for total outstanding receivables
- Line Chart for monthly cash inflows and outflows
- Task List widget highlighting overdue bills or invoices
These ClickUp widgets give leadership and accounting leads an at-a-glance view of performance without exporting data to spreadsheets.
Automate Accounting Workflows in ClickUp
Manual updates often slow down finance teams using Monday.com accounting templates. ClickUp automation eliminates repetitive work.
Step 7: Add Core Accounting Automations
In each accounting list, create automations such as:
- Status-based notifications: when an invoice becomes Overdue, notify the account owner.
- Due date reminders: send reminders to the assignee X days before a bill is due.
- Auto-assign rules: assign tasks based on client, vendor, or amount.
- Tagging rules: apply a “High Value” tag when the amount exceeds a threshold.
These ClickUp automations reduce the need for manual follow-ups and keep your accounting lists accurate.
Step 8: Use Recurring Tasks for Routine Accounting Work
Any checklist you kept in Monday.com accounting templates can become a recurring task or set of tasks in ClickUp:
- Month-end close steps
- Quarterly tax estimates
- Annual audit preparation
- Payroll cycle checks
Set tasks to repeat weekly, monthly, or quarterly, and specify when they should reset fields or dates. This guarantees nothing gets missed from period to period.
Collaborate with Stakeholders in ClickUp
Accounting rarely works in isolation. ClickUp helps you collaborate with operations, sales, HR, and leadership more smoothly than rigid Monday.com accounting templates.
Step 9: Use Comments and Proofing
Within each financial task, use:
- Comments to ask for missing documentation or clarify charges.
- Mentions to notify sales reps, managers, or clients.
- Attachments to store invoices, receipts, contracts, or bank statements.
This ensures that all supporting documentation lives with the task instead of being scattered across email threads.
Step 10: Set Permissions and Sharing in ClickUp
Accounting data can be sensitive. Configure your ClickUp Space and folders to:
- Restrict financial lists to the finance team.
- Give view-only access to executives.
- Share specific tasks via secure links when needed.
This fine-grained control keeps financial data secure while enabling collaboration.
Improve and Scale Your Accounting System in ClickUp
Once your initial lists and views are live, you can iterate on them more easily than with locked-in Monday.com accounting templates.
- Refine custom fields as your chart of accounts evolves.
- Add more automations when you see recurring manual work.
- Clone lists for new entities, regions, or business units.
- Use templates for repeatable client or project setups.
If you need help optimizing or migrating complex setups, a specialized consulting partner like Consultevo can guide you in building a mature, scalable finance workspace in ClickUp.
Start Replacing Monday.com Accounting Templates with ClickUp
By setting up a dedicated finance Space, building structured lists and custom fields, configuring views and dashboards, and layering in automation, you can move beyond static Monday.com accounting templates into a dynamic, centralized accounting hub in ClickUp.
Use this how-to guide as your blueprint, and adapt each step to your own billing, budgeting, and reporting workflows so your team gains real-time visibility, fewer manual updates, and a more efficient accounting process.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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