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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 ...
Popular Articles
How to Adjust the Screen Resolution or Zoom settings in Google Chrome?
If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smallerHow Do I Export My Calendar from Microsoft Office 365?
If you would like to import your calendar into Zola Suite, you will need to first export it from Microsoft Office 365: Log into your Outlook account through a web browser (The default login is portal.office.com) On the top right of the calendar page ...How to Adjust the Resolution in Microsoft Edge?
If you notice that the size of your screen in Microsoft Edge is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal dots in the top right corner of the browser Click on the + or - to make the screen bigger or smallerHow do I export my Calendar from Microsoft Outlook?
You will need to export your Calendar to an ICS file by following the steps below: With Outlook 2013 or 2016 open, go to the Calendar you would like to export. Click File > Save Calendar. This will open a window where you will pick where to save the ...How Do You Close/Zero Out Accounts at Year End?
In this article, you will learn what journal entries are needed to close your books at year-end. Please note that once you close your books for that fiscal year, no other entries are to be made for that period. Thus, before closing your books we ...