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Accounting

Analytics

  • Promoted article Getting started with CARET Analytics

Banking

  • How and when to use an Operating Account Check?
  • Editable Email Templates
  • How do I refund a client’s payment using APX?
  • How do I Record Payments to My Credit Card?
  • Can I print more than one Check at a time?
  • How do I record Owner's Equity (Contribution/Draw)?

See all 36 articles

Reports

  • Promoted article How do you Close/Zero out Accounts at year end?
  • How do Vendor Bills show on my General Ledger?
  • What happens when a user leaves the firm?
  • How Can I Create Custom Accounting Reports
  • How to add payroll to accounting?
  • What is an Originating Attorney Report?

See all 22 articles

Accounting

  • Promoted article How do I get Vendor data for e-filing 1099?
  • Promoted article Does CARET Legal handle Bank Reconciliations?
  • Promoted article How can I set my Client Expense Reimbursements to show as Income?
  • How do I stop users from creating activity for closed periods?
  • What is Pre-Billing?
  • What is a Contingency Based Matter?

See all 32 articles

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