00:00: Check out this tutorial that walks you through how to access and create trial
00:03: balance reports in CARET Legal.
00:06: We are thrilled to assist you in exploring CARET Legal's reporting capabilities!
00:10: You will find it
00:11: simple to access detailed financial reports, including your Trial Balance.
00:15: Let’s dive in together!
00:17: Click here to open the Accounting Module from the CARET Legal Dashboard
00:21: Click "Reports" to navigate to the reports section within CARET Legal Accounting.
00:26: Click "Accounting Reports" to view available financial report options.
00:31: Click "Trial Balance" to open the trial balance report interface.
00:36: Click here to set the 'Filter By Date for the trial balance report.
00:40: Click into the Basis drop down and select cash or accrual to filter the trial
00:44: balance report.
00:46: Click here to export the Trial Balance report as a PDF or CSV
00:50: You have navigated the CARET Legal accounting module to configure the trial balance
00:55: report.
00:55: This allows you to generate detailed financial reports filtered by account and basis
01:01: for accurate analysis. To learn more, visit our Knowledge Hub or contact our training
01:06: team.