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Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
Now that the next generation of ReporterBase business management software, RB9, is available, how is it different from RB8, the industry standard for the past 10 years? If you know RB8, this section is for you: It highlights the changes in RB9 from RB8 in all areas of the software. Continue reading →
Posted on March 12, 2018.
A big change in the Setup module could be called housecleaning. Functions for setting up contacts, firms, resources, locations, and business units have been moved to their own module, Entities. And set-up functions that were under Tools before have been moved to their proper place here. Continue reading →
Posted on March 12, 2018.
The Tools module has been cleaned up in RB9 with functions that are a better fit elsewhere in the system moved to more appropriate modules. Other functions have been redesigned to work better and provide better results. Continue reading →
Posted on March 12, 2018.
RB9 users sign in through their browser using their own user ID and password. Each user must have their own user license to have their own unique user ID and password. Continue reading →
Posted on March 12, 2018.
RB9 has the same modules as RB8. If you use RB8, there will be a lot of familiar features and functions. However, every module and function has been rethought and restructured to work better, incorporating new technology and more flexible, streamlined workflows. Continue reading →
Posted on March 12, 2018.
Security is always important when dealing with sensitive and critical information, such as much of the information court reporting and other legal support businesses handle. This article includes a few RB9 security points to know. Continue reading →
Posted on March 12, 2018.
RB9 Reports module is very similar to RB8. Most of the changes are more search filters to help you craft reports that suit your needs better. Continue reading →
Posted on March 12, 2018.
How is accounts receivable different in RB9 from RB8? If you know RB8, this article highlights the changes in RB9 from RB8 in the Receivables module. Continue reading →
Posted on March 12, 2018.
RB Connect is an optional plug-in for RB9. It includes all the modules currently in RB Web, except that like RB9, it has been re-thought from the ground up, so there have been some notable changes. Continue reading →
Posted on March 12, 2018.
How is production different in RB9 from RB8? If you know RB8, this article highlights the changes in RB9 from RB8 in the Production module. Continue reading →
Posted on March 12, 2018.