How can I set up my Bank Accounts within CARET Legal?

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:

1. Click on the Accounting icon in the navigation bar to access the Accounting module.
   
   
2. Click on the Banks & Registers tab.
   
   
3. Under the tab bar, click View Bank Accounts & Credit Card Accounts. 
   
   
   
   
4. Click + on the tab bar of the list of Accounts to add a Bank/Credit Card Account.
   
   
   
   
5. 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!
     
     
6. Click SAVE to add a new account.