Establish a link between CARET Legal and your bank or credit card provider.
- Navigate to the Accounting section, then click the Banks & Registers tab.
- Select the account you wish to clear from the drop-down menu under the Select Account field, then select Download & Review.
- 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.