How do I Mark a Transaction as Cleared from My Bank or Credit Card in Caret Legal?

  • Updated

Establish a link between CARET Legal and your bank or credit card provider.

  1. Navigate to the Accounting section, then click the Banks & Registers tab.

  2. Select the account you wish to clear from the drop-down menu under the Select Account field, then select Download & Review.


  3. You will be given different clear options:

    • Match Check
    • Match Payment
    • Match Transfer
    • Assign New Transaction - If this transaction has not already been recorded on your CARET Legal Register, you can record it here and assign it as a billable expense.


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