How can I set up my Credit Card Accounts within CARET Legal?

  • Updated
All your  Bank and Credit Card Accounts are located in one place in CARET Legal
To add a Credit Card Account:
  1. Navigate to the Accounting section, then click on the Banks & Registers tab.

  2. Click on View Bank & Credit Card Accounts underneath the action bar.

  3. Click + on the action bar and select New Credit Card Account from the drop-down list.

  4. The New Credit Card modal displays.

  5. Complete the fields:
    • The only field that is required is the Account Name indicated with a purple bar.
    • Complete the other optional fields a you like.
    • Select the Active checkbox or uncheck to deactivate.
    • When the account has been created click Connect to Credit Card Account to link it with your provider.


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