By linking your bank or credit card you will download all account records into CARET Legal and have the ability to pull up-to-date reports and clear/match all your transactions.
To link your Accounts:
- Click the Accounting icon in the navigation bar to access the Accounting module, then click the Banks & Registers tab and select View Bank & Credit Card Accounts under the tab bar.
- Select the Edit icon next to the account you wish to connect.
- The Edit Bank Account or Edit Trust Check modal displays.
- Complete the required fields marked with a purple bar:
- Enter an Account Name and Bank Name.
- Enter or select an option from the drop-down list in the Bank Account Type field.
- Complete as many optional fields as you wish.
- Select the Active checkbox to enable it.
- Click Connect to a bank/Credit Card Account to link your Accounts within CARET Legal.