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Accounting

🆕 Modernized General Ledger

  • 🆕 Navigating the Modernized General Ledger
  • 🆕 Modernized General Ledger FAQs
  • 🆕 How to import a Journal Entry CSV Template?

Analytics

  • Promoted article Getting started with CARET Analytics
  • 🆕 Getting started with CARET Analytics AI

Banking

  • How do I batch print checks?
  • Banks & Registers- Bulk Deposit Feature
  • How to Process an ACH/ eCheck Payment with CARET Pay
  • How and when to use an Operating Account Check?
  • Editable Email Templates
  • How do I void a check?

See all 40 articles

Reports

  • Promoted article How do you Close/Zero out Accounts at year end?
  • Access and Generate the Trial Balance Report
  • Configure and Use Time Entry Posting Feature
  • Access and Run Reports for CARET Pay
  • How do Vendor Bills show on my General Ledger?
  • How Can I Automatically have the AR Aging Report Saved for Particular Dates?

See all 26 articles

Accounting

  • Promoted article CARET Legal Year-End Checklist
  • 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?
  • 🆕 Matter to Matter Trust Transfer FAQs
  • How to transfer Trust funds from Matter to Matter?

See all 33 articles

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