CARET Legal has an Accounts page where all Bank (trust or operating) and Credit Card Accounts are located in the Accounting module.
To view the Accounts page:
- Click on the Accounting icon in the navigation bar to access the Accounting module.
- Click on the Banks & Registers tab.
Under the tab bar, click View Bank Accounts & Credit Card Accounts.
- Click + on the tab bar of the list of Accounts to add a Bank/Credit Card Account.
The New Bank Account modal displays.
Complete the fields:
- Enter an ACCOUNT NAME and BANK NAME.
- Enter a BANK ACCOUNT TYPE.
- Complete as many optional fields as you wish.
- Select the ACTIVE checkbox to enable.
- Once the Bank Account has been created you can click Connect to a bank to link it with your provider!
- Click SAVE to add a new account.
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