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Accounting

πŸ†• Modernized General Ledger

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

Analytics

  • Promoted article Getting started with CARET Analytics
  • πŸ†• Getting started with CARET Analytics AI

Banking

  • 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?
  • How do I refund a client’s payment using Caret Pay?
  • How do I Record Payments to My Credit Card?

See all 38 articles

Reports

  • Promoted article How do you Close/Zero out Accounts at year end?
  • 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?
  • How Can I Have Reports Automatically Sent Out?
  • What happens when a user leaves the firm?

See all 24 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?
  • πŸ†• Matter to Matter Trust Transfer FAQs
  • How to transfer Trust funds from Matter to Matter?

See all 33 articles

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