00:01: Hi, everyone and welcome in this video.
00:04: I'll walk you through how to batch print checks in CARET leg.
00:08:
00:10: If you're entering multiple payments, whether that's vendor bills, AP checks, or
00:15: trust checks, it's often more efficient to print them all at once instead of one by
00:20: one.
00:20: I'll show you exactly how to do that step by step.
00:24: Let's get started.
00:25: First, navigate to the Accounting section in Carrot Legal.
00:30: Once you're there, click on the Banks and Registers tab.
00:36: Under the tab bar, you'll see an option labeled Badge Print Checks.
00:40: Go ahead and select that.
00:43: When you click this option, a Badge Check Print window will open.
00:48: From here, you'll need to complete a few fields.
00:51: The first field is the Bank Account.
00:54: This is the only required field, so make sure to select the correct account from the
01:00: dropdown list.
01:02: This tells the system which checks you want to pull from.
01:05: Next, select the date range.
01:08: You can choose from predefined options in the drop down, or if you prefer, you can
01:14: select custom range.
01:19: You'll also see a toggle labeled include printed checks.
01:24: If you want to include checks that have already been printed, turn this toggle to
01:30: the on position.
01:32: Otherwise, leave it off to only show unprinted checks.
01:39: Once you filled out this Fields, carried legal will display a list of checks that
01:44: match your criteria.
01:46: Now, review the list carefully and select the checkboxes next to each check.
01:50: You want to print
01:52: Or select all.
01:54: Take a moment here to verify your selecting the correct checks, before moving
01:58: forward.
02:02: When you're ready, go to the bottom of the window and click the Print button.
02:09: At this point, Carrot Legal will generate a PDF file that includes all of the checks
02:16: you've selected.
02:17: Then you can send it to your printer as needed.
02:23: Before printing, it's a good idea to review PDF carefully.
02:28: Make sure all checks are aligned properly and keep in mind that some checks may
02:33: extend onto another page depending on formatting.
02:38: This quick review helps avoid wasting blank check stock and ensuring everything
02:42: prints correctly.
02:45: And that's it, that's how your badge print checks in CARET legal.
02:49: Batch printing is a simple way to save time and streamline your accounting workflow,
02:54: especially when handling multiple payments at once.