How Can I Create Custom Accounting Reports
With over 6 advanced reports, CARET Legal offers robust financial analytics that inform critical decisions within your firm. However, firms often need a more substantial data set to guide their business strategy. That’s where custom reporting from ...
How do I stop users from creating activity for closed periods?
If you would like to set up your books so that new transactions cannot be backdated, or so that new transactions cannot impact closed periods, you can set the specific dates in your Firm Settings in the Billing & Accounting section under Billing ...
What are Default Soft Costs?
If you have soft costs that you bill for often or on a regular basis, you can establish those expenses as a template. This will save you from having to fill in the description and unit price each time. To create a default soft cost, or template, ...
Where Do I Find My Licensing Information?
In your Firm Settings, Active users can be viewed and managed under “Users & Groups.” To view License counts and expiration dates, click on the “+” symbol to add a new user. This will open a module where you can invite a new user. License counts and ...
How Do I Receive Renewal Notifications?
The Billing Contacts added under Plans and Payments are the contacts being designated to receive a Renewal Notification. The Renewal Notification applies to annual subscriptions and will be sent out in advance of the deadline as a reminder to submit ...