How do I add Credit Card Activity and Payments to CARET Legal?

  • Updated

If you have not done so already, be sure to Add the Credit Card under the Banks & Registers tab in the Accounting module.

Several ways to capture Credit Card Activity and Payments in CARET Legal are described below:

To record Billable Activity to your Credit Card Register:

  1. Navigate to the  Accounting section, then select the Banks & Registers tab, click + on the action bar and select New Credit Card Entry from the menu.



  2. Navigate to the Time section, then select the Expenses tab and click + on the action bar and select New Credit Card (hard-cost) from the drop-down list.

  3. The Record Credit Card Transactions modal displays:

    Complete the fields:
    • In the top section enter or select an option from the drop-down lists in the required fields marked with a purple bar, Account, Payable to, Date and Amount.
    • Enter additional information in the optional fields if you wish.
    • Use the calendar controls to change the Date or accept the default of Today's date.
    • Under the Assign Accounts & Matters section select or enter an Account and Amount.
      • Enter or select another user or accept the default of the originator.
      • Click + to add lines and billable charges to clients. Repeat this process until all line items have been added.
      • Click Attach Bill/Receipt and browse for your attachments.

  4. Click Save & Close to complete the process.

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