How do I add Credit Card Activity and Payments to CARET Legal?

If you have not done so already, be sure to Add the Credit Card under the Banks & Registers tab in the Accounting module.

Several ways to capture Credit Card Activity and Payments in CARET Legal are described below:

• Non-Billable Credit Card Activity can be added through Journal Entries.
  
  
• New Non-Billable Activity can also be added through the Download and Review Feed.

To record Billable Activity to your Credit Card Register:

1. Click the Accounting icon to access the Accounting module. Click + on the tab bar under the
   |Banks & Registers tab and select New Credit Card Entry from the menu.
   
   
   
   Or,
   
   
2. Click on the Time icon to access the Time module. Click + under the Expenses tab and select
   New Credit Card (hard-cost) from the drop-down list.
   
   
3. The Record Credit Card Transactions modal displays:
   
   
   Complete the fields:
   
   • In the top section enter or select an option from the drop-down lists in the required fields marked with a purple bar, ACCOUNT, PAYABLE TO and AMOUNT.
   • Enter additional information in the optional fields if you wish.
   • Use the calendar controls to change the DATE or accept the default of Today's date.
   • Under the Assign Accounts & Matters section select or enter an ACCOUNT and AMOUNT.
     • Enter or select another user or accept the default of the originator.
     • Click + to add lines and billable charges to clients. Repeat this process until all line items have been added.
     • Click Attach Bill/Receipt and browse for your attachments.
4. Click SAVE & CLOSE to complete the process.