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

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.