How can I set up my Bank Accounts within CARET Legal?

To view all Bank (Trust or Operating) and Credit Card Accounts in CARET Legal:

1. Click on the Accounting icon in the navigation bar to access the Accounting module, then select the Banks & Registers tab.
   
   
2. Under the tab bar, click View Bank Accounts & Credit Card Accounts. All Bank Accounts and Credit Card Accounts associated with your firm are listed.
   
   
   
   
3. Click + on the action bar to add a new Bank/Credit Card Account and select the appropriate option from the drop-down list.
   
   
   
   
4. The New Bank Account or New Credit Card modal displays.
   
   
   Complete the required fields indicated with a purple bar:
   
   • Enter an Account Name and Bank Name, then enter or select a Bank Account Type from the drop-down list.
   • Optionally enter the Bank Address and Last 4 Digits of Account Number.
   • Select the ACTIVE checkbox to enable.
   • Once the Bank Account has been created you can click Connect to a bank to link it with your provider!
     
     
5. Click Save to add a new account.