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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
  • Client Continuity Dashboard Guide
  • Revenue Forecasting Dashboard Guide
  • Staff Performance Dashboard Guide
  • Firm Performance Dashboard Guide
  • Insights Dashboards: Overview & Plan Eligibility

See all 7 articles

Banking

  • Enhanced Payout Visibility and Reconciliation
  • Can I change a posted payment?
  • How to Produce a Positive Pay Report in CARET Legal
  • How do I batch print checks?
  • Banks & Registers- Bulk Deposit Feature
  • How to Process an ACH/ eCheck Payment with CARET Pay

See all 44 articles

Reports

  • Promoted article How do you Close/Zero out Accounts at year end?
  • Enhanced Payout Visibility and Reconciliation
  • Client Continuity Dashboard Guide
  • Revenue Forecasting Dashboard Guide
  • Staff Performance Dashboard Guide
  • Firm Performance Dashboard Guide

See all 35 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?
  • Import Vendor Bill Line Items from a CSV
  • Allocating Payments by Timekeeper

See all 37 articles

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