In CARET Legal, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds.
Use our Import feature to upload a list of Trust checks that have already been created, rather than create them individually.
The required headings are as follows:
| accountName | matter | payee | address | city | state | zip | amount | memo | date | description |
After you download the template, and have filled in the required details for each check, you can upload it within any Matter Ledger.
- Open the Matter Details and click the Ledger tab.
- Click on the right facing arrow icon on the green toolbar to display the Import Checks modal.
- Click Choose File and browse to your Excel file.
Once uploaded, the Matter Ledger(s) will reflect the activity of those checks.