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

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

• Non-Billable Credit Card Activity can be added through Journal Entries.
  
  
• New Non-Billable Activity can also be added through the Download and Review Feed.

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.
   
   
   
   Or,
   
   
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.