Lesson #74
Payables – Additional Resource Production Report function
When you pay resources for miscellaneous services related to a job but not charged on the job’s posted invoices — for example parking at a deposition — you can track this additional pay using this function.
The default report lists all of today’s invoices that include additional pay. You can also generate reports for:
- A different date or date range
- Single resource
- Specific Resource Type(s)
- Specific service item(s)
- Specific business unit(s)
The Additional Resource Production Report lists each invoice having additional pay, grouped and subtotaled by resource. Each resource has their own page(s) in the report with a final page of grand total invoice and additional pay amounts. Invoices listed are broken down by:
- Invoice number
- Invoice date
- Total invoice amount
- Additional pay-related service item(s)
- Number of units of each service item
- Pay amount
- Job number
- Job date
- Case
- Sold To firm
The report’s footer will display which search criteria you used to generate the particular report with the exception of:
- Blank search fields
- ALL list selections
- If you generate a report for a single resource
If you select two or more items in a list, the report will display that as “(multiple values selected).”
You can search for a word or phrase in the onscreen report. RB9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur.
Print the report or export it to save, share, and/or edit in another application.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: This report lists each invoice (including the unit count) having additional pay, grouped and subtotaled by resource.
RB concepts in this lesson
Additional pay: Payment to resources for miscellaneous services not charged on posted invoices. For example, you pay a resource for parking at a deposition without billing the client but you want the payment tied to the job’s invoice.
Firm: Business you provide services to — usually law firms.
Job: Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More >
Resource: Person or thing that provides your business with a service — such as reporters.
Resource Type: Profession — such as scopist, proofreader, or interpreter — and other categories of resources.
Service items: Regular charges that you bill to your clients.
Sold To Firm: Firm that is responsible for a job with your company.
